Track and Complete Journal Entries
6 steps
Track by appointment
1
In the Dashboard, each appointment will have an icon, showing you whether it already has a journal entry linked to it and if so, if it's published or needs to be reviewed before completing.\ \ A black icon means the entry is published. A white icon means it's still in draft. A + sign means no entry has been created for that appointment yet.
2
Clicking an entry icon opens it in a sidebar. If it's in draft, you can review, edit, and publish it
3
If the patient doesn't have a journal entry linked to the appointment, you can create it directly from the Dashboard.
4
It will open up a sidebar where you can create it and then choose to save it as a draft or publish it directly. The journal entry will be automatically linked to the appointment.
Review all unfinished journal entries
5
In the Activity section in the Dashboard, click on Draft journals to open up a list of all journal entries waiting to be published.
6
From here, you can open it in the patient's Patient360 to review, edit and publish it. If it wasn't originally created from an appointment, remember to link it to one so it stays connected to the visit
Track and Complete Journal Entries
6 steps
Track by appointment
1
In the Dashboard, each appointment will have an icon, showing you whether it already has a journal entry linked to it and if so, if it's published or needs to be reviewed before completing.\ \ A black icon means the entry is published. A white icon means it's still in draft. A + sign means no entry has been created for that appointment yet.
2
Clicking an entry icon opens it in a sidebar. If it's in draft, you can review, edit, and publish it
3
If the patient doesn't have a journal entry linked to the appointment, you can create it directly from the Dashboard.
4
It will open up a sidebar where you can create it and then choose to save it as a draft or publish it directly. The journal entry will be automatically linked to the appointment.
Review all unfinished journal entries
5
In the Activity section in the Dashboard, click on Draft journals to open up a list of all journal entries waiting to be published.
6
From here, you can open it in the patient's Patient360 to review, edit and publish it. If it wasn't originally created from an appointment, remember to link it to one so it stays connected to the visit
