Accessing the Template

  • Side navigation bar when the template is open
  • Intake template under the Orders panel, click the 'Follow-up' button.
  • The SOAP template, under the 'Assessment/Plan' panel.
  • The checkout template can also add a follow-up order.

Document Order

1. Highlight today's diagnosis and check the 'follow-up' box.

2. Enter all that apply.

3. Click on the white boxes to display a picklist for selection

4. After entry, click the 'Place Order' button and then the 'Ok' button.

5. This note will show in the SOAP template as well in the generated documents.