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Generate Face-to-Face Documents (Patient)

Path: Patient>Documents>Face-to-Face Documents

If a face-to-face document was not provided for a home health patient at the time of referral or admission, you need to generate it internally.

  1. In the Patient component, select a home health patient.
  2. Go to Documents>Face-to-Face Documents.
  3. On the Define tab of the Face-to-Face Documents window, add a new row. Important: If providing physician is defined in the F2F Resource field of the Admissions & Status window – Encounter Information tab, the Inpatient form is generated for this physician. If providing physician is defined in the MD#1 field of the Admissions & Status window, the Community form is generated for MD#1.
  4. You can copy and save details from a paper face-to-face document to a soft copy using the Face-to-Face Details dialog. To access this dialog, click the ellipsis button in the Details column or double-click the record.
  5. Click the Preview tab. 
    Note: Blank space is left at the top of the form, so that the agency can print its own header.
  6. If the document is ready for signature, proceed with Print Face-to-Face Documents (Patient or Orders).

 

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