How to add an upcoming Appointment?

1. Feature Overview

Physicians often review key materials—like referrals, test results, or discharge notes—before patient appointments. Creating an intake summary is a critical part of this chart prep. Now, you can add a scheduled appointment date to your draft summaries, making it easier to review them when the appointment arrives.

2. How-To Guide

1. Add relevant patient information to the notepad, past records or upload documents via Smart Summary.
2. Go to the “Add Appointment Time” Tab to add the scheduled appointment date & time.
3. Click on “Generate Draft Summary” to create an Intake summary.
4. To find relevant drafts for a given day, filter your notes by “Draft” type. Your Drafts are automatically sorted by date to easily help locate the one for a given date.
   
   
5. On the day of the appointment, you can start your visit as usual to record the patient encounter, complete a televisit or dictate the final note. 
   
   

3. Best Practices and Tips

1. Ensure you enter the correct date to the appointment time calendar.
2. Remember to filter your encounter notes by Draft type to review the appointment time.