Ending a Clinical Record Visit

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Ending a Visit

When you have completed your Clinical Visit and updated all the page information, you must then End the Visit. Ending the Visit will update the Patients Module with the Recall and Rx details that you have recorded during the Clinical Visit. Patient Analysis Codes and Appointment Outcomes, can also be updated at this stage.

To End the Visit, you must click on the End Visit button in the toolbar.

Patient Tab

The Patient tab allows you to update the Patients Recall and the Appointment Outcome.

You can also review the Patient Analysis Codes that will be updated.

Clinical Records End Visit

To update the Patients Recall, you need to select an appropriate Start Date, Recall Type, Recall Category and set the Recall Preference order. When selected, you must then click Save and update the Recall Grid.

Please note, if a Patient already has a recall of the same type that you wish to update, you must double click on the relevant recall in the Recall Grid first.

When ready, you can then click on Next to move onto the next tab.

Visit Tab

The Visit Tab allows you to review the Advice and Rx details that you have recorded in your Clinical Visit.

There is also a Pathway check list so you can check nothing has been missed out during the Visit.

Clinical Records End Visit

For users using the eGOS module, you will also have the opportunity to create a GOS 1 Form at this stage, by click the Create GOS 1 button.

When ready you can click the Finish button. Please note, it is only at this point that the information is updated in the Patient module.


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