Treatment Episodes: Chart Summary Tab

During the course of treatment, users add diverse documentation to the patient's chart. When a form is added to the patient's chart, the document is associated to the treatment episode displayed in the patient's header.

Required Permissions: Super Admin, or users with Locations enabled in the user profile.

Chart Summary Tab Video

Add a Document to the Patient’s Chart 

Let's review how to add a document to the patient's chart.

1. Open the patient’s chart and confirm you are in the correct treatment episode. In this example, the treatment episode status is In Progress (displaying a blue tile), with the Demo Eating Disorder location and IOP level of care and program.
2.  Click on the three dots and select Add Document.
3. Alternatively, select the desired tab and click + Add Form.
4. Add the form using centralized documentation. In this example, a Financial Agreement form is added.

Move Documents to a Different Treatment Episode in the Chart Summary Tab

The Chart Summary tab organizes all documentation linked to a patient’s Treatment Episode. When a form is added to the chart, it is automatically associated with the Treatment Episode selected at the time of documentation. If an item is assigned to the wrong episode, users can now efficiently reassign documentation using a new multi-select workflow. This enhancement allows users to select individual documents or use an Episode-level check box to select all documentation within an episode. 

To move existing documentation to the previous treatment episodes, follow the steps below.

1. Navigate to the Chart Summary tab in the patient’s chart.

2. Under the Treatment Episodes tab, select individual documents or use an Episode-level check box to select all documentation within an episode, and then click on Change Episode.

3. Select from the drop-down menu, choose the correct Treatment Episode to change the documentation.
4. Click Submit.

5. The system moves successfully the documentation.

   Move Lab Orders and Lab Requisitions

   Users can move lab orders and lab requisitions between treatment episodes across different locations, as long as the locations share the same lab interface. This allows greater flexibility when managing labs for patients receiving care at multiple locations. 

   Note: Lab documents can only be moved to episodes that use the same lab interface.

   

Add Documents to Completed Treatment Episodes

Users can add documents to completed treatment episodes by switching between episodes.

Let's review how to add documentation to completed treatment episodes.

1. Open the patient's chart and click the treatment episode selector icon to view previous episodes.
2. Select the appropriate completed treatment episode from the list. The system allows you to switch between treatment episodes.
3. The system defaults automatically to the Treatment Episodes selected. In this example, the completed treatment episode selected is located in Demo Outpatient Program (PHP/IOP/OP).
4. Click the three dots and select Add Document.
5. Alternatively, select the desired tab and click + Add Form.
6. Select the form using centralized documentation. A history and physical exam form are added. 
7. Navigate to the Chart Summary tab and select Treatment Episode tab to review the recently added documentation.