Add notes in Physician Portal

Add notes to orders

1. Select the needed patient and choose the Select Documents tab.
2. Select either a certification or a supplemental order.
3. Select the Review Documents tab.
4. Enter a note in the Add to This Document box.
   Result: After signing, this note appears as the S note in the Clinical Notes window.
5. Select Save Changes, and then select Add to Sign Page.
6. Select the Sign Documents tab.
7. Optional. Select Edit to return to the Review Documents tab and edit the note.
   Result: After signing, the document is sent to the agency.
8. Optional. Select the Preview Signed Documents link within the session before you sign your next documents to preview and print the signed document with your changes applied.

Add notes to CTIs

1. Select the needed hospice patient, and choose the Select Documents tab.
2. Select either a CTI form A, B, or C, and select the Review Documents tab.
3. For CTI forms A and B, enter a brief narrative statement in the Add to This Document box.
   Note: For the CTI forms A and B that require two signatures, if you are the second person to sign, on the form you can view the B note provided by the first physician. After signing, this note appears as the B clinical note in the Clinical Notes window.
4. For CTI form C, do the following:
   1. Enter a brief narrative statement in the Add to This Document box, and then specify whether you can recertify that the patient’s life expectancy is six months or less.
      Result: After signing, this note appears as the B clinical note in the Clinical Notes window.
   2. Specify when the encounter took place. After signing, this note appears as the H note in the Clinical Notes window.
5. Select Save Changes, and then choose Add to Sign Page.
   Note: Before signing documents from the Physician Portal, make sure the resource is configured in Homecare to include a valid entry in the  Suffix/Professional Title box on Resource > Basic. Configuring this setting properly ensures that the signature is captured correctly. 
6. Select the Sign Documents tab.
7. Optional. Select Edit to return to the Review Documents tab and edit the note.
8. Optional. Select the Preview Signed Documents link within the session before you sign your next documents to preview and print the signed document with your changes applied.

Add details to face-to-face documents

1. Select the home health patient.
2. Choose the Select Documents tab.
3. Choose a face-to-face document and select the Review Documents tab.
4. Select the checkboxes next to the appropriate disciplines of home health services that are medically necessary for the patient.
5. Enter the clinical findings that support the patient’s homebound status and need for skilled services.
   Note: These notes are required if the Require Clinical Findings and Homebound Status Narrative on Face-to-Face option is selected in Administration > Configuration > Business Units > Settings > Order Print Options.
6. Specify when the encounter took place.
7. Select Save Changes, then choose Add to Sign Page.
8. Select the Sign Documents tab.
9. Optional. Select Edit to return to the Review Documents tab and edit the note.
10. Optional. Select the Preview Signed Documents link within the session before you sign your next documents to preview and print the signed document with your changes applied.

► See also

• Clinical Notes use codes