Legacy - SOAP Process

Legacy - SOAP Process

Steps are as under:

Select Client / Patient

Select or Start Encounter Problem

Presenting Complaints

History Forms

Examination Form

Assessments

Add Plan Items

Active Plan

Accept Payments

Receipts

Payments Archive

One has to load a client / patient in the dashboard when the process starts.

Click on the workflow menu


1- - click here to add any complain or history or exam or assessment or plan

Add complaint


1- -Where we can go forward or backward

2- - complain of patient

3- - click on save button

Select existing Encounter Problem or Create new

      

1) You can create a new encounter problem here.

2) If you want to post the complaint in existing encounter list then select the appropriate one from the list.

History stage


History forms provides a facility to document patient history. There may be many history forms. You can select the most suited for your purpose.

1) History can be accessed from the History link on the patient dashboard.

2) While SOAPing you can add History here by selecting the appropriate history form.

Examination


1) In the examination process patient's Vital Signs are recorded. For example Weight, heart rate, Blood pressure, etc.

2) Examination Form can vary depending on the nature of complaint. You can select the examination form here.

Assesment


New Problems can be diagnosed and added here.

Plan


1) According to the nature of problem diagnosed, a plan item can be assigned. You can add a single Plan item or a group plan item.

2) Added Plan items are listed here. Their Quantity costing can be assigned here for that transaction.

3) Once you have all the plan items in the list then click on Save

Perform


Perform Plan is an initial stage to Cart and Invoice.

1) Modify Plan

2) Plan Item

3) Put in Cart

4) CalculateEstimation

5) Look previous in cart

 

Cart


If you put plan items in cart then they become ready for invoice. You can stilll go back and edit the plan from this stage before clicking Invoice.

Invoice


Click on Apply now to accept the payments. In the next screen you will be asked the mode of payment and a confirmation is required to execute the payment.


    • Related Articles

    • Legacy - Moving from Presenting Complaint to Differential Diagnosis to Final Assessment

      Adding to the Assessments already linked 1) On choosing the complaint one can click on Assessment 2.) Problem list and differential diagnosis associated with the complaint gets loaded. One can also choose from the options and replace the existing ...
    • Legacy - IDEXX - Reference labs - Submission and Receiving Process

      In this section, we will see how to add an Idexx plan, send info to Idexx and receive the lab results. Adding the Idexx Plan Item 1. Click on Plan from the dashboard once the patient is loaded. 2. Search and click on the Idexx Plan item you wish to ...
    • Legacy - Configure S (Complaints)

      SOA configuration is required to define SOA forms for the SOAPing process. Navigation 1) Settings and Report >> Medical Record SOAP Setup >> Complaint, History, Exam, Assessment Grid Complaint, History, Exam, Assessment Grid The Complaint, History, ...
    • Legacy - Configure Assessment

      SOA configuration is required to define SOA forms for SOAPing process. Navigation 1) Settings and Report >> Medical Record SOAP Setup >> Complaint, History, Exam, Assessment Grid Complaint, History, Exam, Assessment Grid The Complaint, History, Exam, ...
    • Legacy - Category wide price fee increase

      Legacy - Category-wide % price/fee increase 1, Click on Settings and reports 2, Medical record/ Plan items set up as shown below 3, Click on Category-wide % price/fee increase under Plan management 4, Select a Category as shown below Click on Unit ...