Caregiver Note for Linked Contract Patients
Go to the applicable Caregiver’s Profile and select Notes from the index. On the Notes page, click the Search button to generate Search Results. Above the results, click the Add button.
The Caregiver Note window opens. Complete the fields; the Note field is required. To select a Linked Contract Patient click the ? icon to the right of the Patient Search field. The Patient Search window opens. On the Contract field, select the applicable Linked Contract from the dropdown. Click Search to select the Linked Contract Patient from the results.
On the Caregiver Note window, the selected Patient appears in the Patient field.
The Internal checkbox is selected to indicate that the note is for internal purposes and only available for review by the Provider Agency who created it.
This option is checked by default for Linked Contract Patients.
The Reason field is populated by the respective Reference Tables. For Linked Contract Patients, it is populated by the Payer Agency’s Reference Table because Authorization comes from the Payer. The dropdown menu is based on Patient selection.
If the Internal checkbox is not selected, then the note is made available for review by both the Provider Agency and the Payer (responsible for the relevant Patient). The Payer receives a system-generated notification.
