Print Face-to-Face Documents (Orders)

Path: Orders>Demand Documents>Face-to-Face Documents

Prerequisite: To print or reprint Face-to-Face documents, you need to have the appropriate privilege granted by the Netsmart Homecare administrator.

By printing a face-to-face document, you change its status to Pending and make it available for signing and processing.

1. Go to Orders>Demand Documents>Face-to-Face Documents.
2. On the Define tab, click Select Patients, and then add the patient for whom you need to print face-to-face document. For the physicians using Physician Portal, the document is displayed in the Electronic Signature section.
3. If needed, edit the discipline and clinical findings using the Face-to-Face Details dialog. To access this dialog, click the ellipsis button in the Details column or double-click the record.
4. Select the face-to-face document you want to print for further signature (applies to the New status only).
5. Click the Preview tab.
6. If the face-to-face document is ready for signature, change its status to Pending:
   1. For paper signature, print face-to-face document using the Preview toolbar.
   2. For electronic signature, click Set Pending, and then click Save.
7. The face-to-face document appears on Physician Portal for review and signature.

Note: The Admissions & Status window – Encounter Information tab is automatically updated showing that the face- to-face document was created with the Pending status.