The Information in the Pre-Visit Planning template can be filtered by the following:

• Specialty - users have the option to view all specialties or a specific specialty.
• Location - the following views are available: All, Current Location, and Encounter Location. Users can also choose a specific location.
• Provider - the following viewing options are available: All, Current Provider, and Encounter Provider. Users can also choose a specific provider.
• View - the following options are available: All, Last 3 Months, and Last Year.

The Care Guidelines section is a view-only window that displays all guidelines that are associated with the patient. The following task can be performed from this section:

1. Task - providers can assign tasks to be completed by clinical personnel.
2. Care Guidelines - providers can access the Care Guidelines template to manage or add Care guidelines.
3. Add to Work List - during the pre visit planning providers can select Guidelines that will be addressed during the patient's visit and Add it to the Care Guidelines Work List.

To add Care Guidelines to the Work List:

1. Select the guideline in the Care Guidelines display.
2. Click Add to Work List

When the Care Management Plan/Intervention template is completed by care management personnel. Providers are able to see the active care plans in the Active Care Plans display window. The following options are available in this section:

1. Refresh - refreshes the list of Active Care Plans to display any changes.
2. Task - providers can assign tasks to be completed.
3. Care Management Plan/Intervention - accesses the Care Management Plan/Intervention template which allows for editing current plans or adding new care plans.
4. Add to Work List - during the Pre-Visit planning providers can select Active Care Plans that will be addressed during the patient's visit and Add it to the Active Care Plans Work List.

Providers can also document additional needs to be addressed during the patient's upcoming appointment in the Other section. By clicking the check box next to each item to be addressed, the provider can add those items to the Work List. Providers can also write customized items in the empty text fields provided.

In the Assessment / Plans panel providers can view assessment and plan information by encounter. To select the encounter, click the drop down arrow next to the View Encounter field.

Select the desired encounter then click OK.

Providers may also use the Previous Visit and Next Visit buttons to view assessment and plan information by encounter. By clicking the double arrows the very first or very last encounter will be selected.

Providers can view various documents for the encounter (i.e. Office Visits, Chart Notes, etc.) by clicking on the View Documents button.

Under the Documents / Images panel providers can view and bookmark all EHR and Document  Management documents for the selected practice.

To view EHR documents, double click the document in the EHR Documents display window.

To view document management documents, select the document in the Document Management display window then click Preview.

Providers can flag or bookmark documents so that they will be readily available if needed during current and future Pre-Visit plannings. To  bookmark a document, perform the following steps:

1. Select the document from the EHR Document / Document Management display window(s).
2. Click the Bookmark button.

The Communications / Tasks panel has four view-only displays:

• Phone Calls - view telephone call history for current patient and selected practice.
• Portal Communications - view Patient Portal communications for current patient.
• Appointments - view all scheduled appointment information for current patient.
• Outstanding Tasks - view incomplete tasks for current patient.

The Today's Orders panel functions pretty much the same way as the Today's Orders panel located on the Checkout template. (See Checkout Template training materials for more details)

Lab results from the Orders Module are displayed in the Lab Results panel.

Providers can view and manage the patient's problems list from the Problems List panel. The following options are available in this panel:

• Resolve Condition - automatically resolves the selected problem with the current encounter date.
• Refresh - updates the problems list display.
• Add/Edit Problems - accesses the Problems Module where problems can be added or edited.

The History panel allows the provider to review, add or edit the following:

• Medical / Surgical / Interim history
• Family history
• Social / Confidential history

Once all pertinent information has been reviewed by the provider. Additional information can be added to the Work List if needed or the provider can simply just complete the Pre-Visit Planning. Perform the following steps to complete the Pre-Visit Planning:

1. Return to the Work List Panel
2. Click the Pre-Visit planning complete check box (located at the bottom of the Other section)
3. Generate Document