Facility And Physician Notes
Transfer IQ® application users can now share notes about physicians and facilities with other patient placement specialists in their healthcare system. This enhancement provides a new field for capturing and sharing physician and facility information that is helpful specifically for other patient placement specialists when documenting a transfer case.
Who Can Create Notes
Users can create and edit quick notes in the new Facility Notes and Physician Notes fields on the information popup window. Administrators can also create and edit quick notes about physicians and facilities in the Physicians or Facilities dictionary pages.
Notes
The notes field only displays the latest notes. The notes do not appear in the case log and are not saved with the case record.
Add or Edit Facility and Physician Notes Within a Case
Select the i icon anywhere it appears in the case next to a facility or physician
Notes can be added/edited from here
Add or Edit Facility and Physician Notes Using Dictionary Items
Administrators go to the Admin > Data > Dictionaries > Facility or Physician.
Select the name of a facility or physician item that you want to add or edit a note to. The facility or physician details appear.
In the Facility Notes or Physician Notes section, select the pencil icon next to a previously entered note. Otherwise, select Add a Note.
In the Notes field that becomes active, type your note. Notes can be a maximum of 3000 characters. As you type, text below the field displays the number of remaining characters, the date and time of the latest change, and who made the edit.
An example of the Facility Notes field
The Physician Notes function in the same manner.