Prerequisites

You will need to create a new appointment for a specific client, associate a condition to it and create its respective Medical Notes.

For more information see: How to Create an Appointment and Managing Conditions and Medical Notes.

 

Locate the Daily Notes tab as follows:

1. Right-mouse click on the appointment and select View the Medical Notes.
2. Click on the Daily Notes tab

Subjective

Within the Daily Notes tab, click on the Subjective sub-tab to see the fields populated from this form.

Note: The system fields populated from the Medical Notes are dependent on the Assessment Type selected when entering the exam notes (e.g  SOTAP, Rehab, Simple Consultation , etc.)

 

Treatment Analysis

Within the Daily Notes tab, click on the  Treatment/Analysis/Plan sub-tab to see the fields populated from there

Note: The system fields populated from the Medical Notes are dependent on the Assessment Type selected when entering the exam notes (e.g  SOTAP, Rehab, Simple Consultation , etc.)

 

Rehab

1. If necessary, change the assessment type to Rehab to view the fields specific to this Assessment Type.

 

SOAPER

If necessary, change the assessment type to SOAPER to view the fields specific to this Assessment Type.