Additional Clinical E-Doc Information

Many of the values throughout the Clinical e-doc display in Bold. Anytime one of these values is selected, the system generates additional informational and assessment fields.

In most cases, an additional value must be selected to save the information and move to the next page of the Clinical e-doc.

The following table provides Status levels for a Clinical e-Doc.

Status	Description
In Progress	Document has been started but not completed.
Completed	All required fields in the document have been completed.
Caregiver in Review	Document is completed by a Clinician and being reviewed by another Caregiver.
Office Review	(Optional) Document is completed and being reviewed by the managing Office.
Reviewer Approved	(Optional) Document has been approved by the managing Office or the other Caregiver.

An In Progress status is automatically assigned when beginning a new document.

Upon completion, a new Status can be assigned to the document.

Access to Status levels depend on the Agency’s permission setup. Once the document is completed, one can access it again. Consult with your Agencies regarding their internal practices and the permissions granted to their field staff.

To review the status history of an e-Doc, as well as the user(s) who worked on it, click the H found in the Clinical Documentation section of the Visit Info tab:

The Teaching Provided field reoccurs frequently throughout the Clinical e-doc and is used to capture information pertaining to any training provided to the Patient, another Caregiver, or any other individual associated with the Patient’s care.

Select Yes in this field, which prompts one to specify to whom training was provided, as well as how the training was received. The free text field may be used to specify the actual training provided to the selected party(s). In the Comments free text field, record any additional notes or comments on the training session.