Introduction
Selecting the appropriate note or visit type for each interaction in the patient chart is essential to provide a detailed record of actions taken in regard to a patient.
Key Objectives
- You will learn the note types available within Canvas.
- You will learn the place of service code linked to each note type.
Video
Tips & Tricks
- Each note or visit type has an associated icon which is displayed in the note header for quick scanning of multiple collapsed notes.
Step by Step
- Navigate to the desired patient's chart
- Click on New Note to the right of the search bar
- A list of note types appear in the drop-down menu:
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- Appointment: a scheduled visit with a single provider at a specified date and time.
- Home Visit: a face-to-face encounter with a patient in a home environment.
- Telehealth: an encounter with a patient via telephone or video. This note visit type provides a link to the scheduled provider's virtual exam room within the note.
- Office Visit: a face-to-face encounter with the patient in a medical office setting.
- Lab Visit: a face-to-face encounter with the patient in a laboratory setting. Usually to collect a specimen.
- Inpatient Visit: a face-to-face encounter with the patient in a hospital setting. Inpatient visit notes can span from a single visit to multiple visits within a hospital admission.
- Phone Call: an encounter with the patient via phone. Most commonly used for non-billable communications regarding the patient.
- Chart Review: available to capture the interactions within the chart that is not part of an encounter with the patient
- Letter: use previously created letter templates, or free text a letter to print for the patient. Letters will automatically print with the clinic information and a signature if templated.
- Message: use to securely send messages to the patient via the patient app. The patient must have a verified contact method for a message note type to be available.
- Appointment: a scheduled visit with a single provider at a specified date and time.
Place of Service Code
Selecting the correct note type for a visit will ensure proper billing automatically adding the place of service code to the claim.
Roles
- Provider
- Clinical staff
- Care Coordination
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