The Notes Compliance Detail page contains the specific visit information for the Missing and Overdue Notes statuses for the provider. For all locations except the MGH Cancer Center, Preliminary and Overdue Signature statuses are also included. You access the Notes Compliance Detail page by clicking a provider's name on the Notes Compliance Summary.
This screen shows the patients, their MRNs, Visit Date, and Notes Compliance (NC) Status for the provider.
1. The check boxes in the E-mail column default to checked. If you clear any of the E-mail check boxes for the patients in the list, the provider will only be e-mailed about the visits that remain checked.
2. To enter or modify the Notes Compliance status for a visit, click the Notes Compliance Status in the Current Status column for a patient's visit. This will display the Notes Compliance Status page where you can select the appropriate status.
3. To modify the Notes Compliance status for multiple visits, click the associated check boxes and Change Status. This will displays the Notes Compliance Status page where you can select the appropriate status. Then, click Ok (ALT+O).
4. If you want to exit this page without saving your changes, click Cancel to ignore any changes you have made and return to the Notes Compliance Summary.
5. Click Ok to save your changes and return to the Notes Compliance Summary where you can select Send to generate e-mails to the provider for only those patient visits you have selected here.