The Consultation Note- Post Visit Instructions

1. Create the Instructions you want to send to the patient in the provided textbox and Send, Print, or Download OR
2. (Optional) When finished, select Save As Template; this action will open a new tab.
   • Enter the template's name in this pop-up and make any required edits.
   • Make any changes in the textbox.
   • Add a Subject tag to the template. This allows the system to auto-suggest based on a Diagnosis or Procedure associated with the Instructions saved when selecting an Instruction.
   • Set the Department you want to assign it to and Save.
     • By default, it is set to All Departments.

3. A Clinic Admin or Admin Plus can approve the template, making it searchable.

Please Note: You can also create post-visit instructions from the top right-hand corner dropdown menu. For more details on this topic, refer to this article.

• Any Diagnoses (Assessment Extras) and Procedures (Plan) saved in the Consultation Notes will automatically show those Post-Visit Instructions in the Search area for quick selection. You can choose to select them or search for others by the name under which they were created.
• If you did not save any Post Visit Instructions with a specific Diagnosis or Procedures, or do not want to use the auto-select options, you can still search for a Post Visit Template by name.