<< Click to Display Table of Contents >> Navigation:  Scheduling Block > Group Task > Group Note

Within the Group Detail screen, select Group Note to add documentation to the patients listed on the screen. A Group Note may only be added if the patient's appointment has been linked to a visit.

 

If a PhysDoc template has been preloaded in the Tasks/Procedures table for the group task, once Group Note is selected, the preloaded template will automatically be selected and display a preview on the screen. If not wanting to use the preloaded PhysDoc template, the template may be unchecked and then another may be selected. If a template has not been preloaded, the PhysDoc template list will display and another template may be selected to use.

 

Once the desired template has been selected, select Insert on the action bar. TruBridge EHR will then display the template on the screen to be completed.

 

After the template has been documented, select Insert on the action bar. TruBridge EHR will then display the information that was documented on the PhysDoc template. On this screen, any additional information that needs to be added may be free texted anywhere on the screen.

 

Once all information has been documented, select Save on the action bar. Selecting Save will allow the information to be saved and further editing of the Group Note may be done at any time, if needed. If the Group Note is no longer needed, select Delete on the action bar. To exit the Group Note, select the back arrow to return to the Group Detail screen.

 

NOTE: The Delete option will not be available until Save has been selected.

 

Once a Group Note has been added to a patient, the Remove Note option on the action bar will be available to remove a Group Note. If information needs to be added or removed from the Group Note, select Group Note on the action bar.

 

For more information about PhysDoc templates, please refer to the Physician Documentation user guide.