This workflow is designed to support end of the month documentation of all tracked minutes for a given patient in a way that can be easily copied into the client’s record in the EHR.
First, navigate to the patient for whom you are creating documentation. Once on the patient’s page, look on the right half of the page for the Tasks panel. Click on the orange “Filters” button.
Tasks
Click on the "Copy Monthly Tasks Summary" button in the bottom right corner. This will copy all tasks with more than 0 minutes for the selected month onto your clipboard. You can then paste the Monthly Tasks Summary directly into the patient’s chart in the EHR.
The text copied into the EHR will look something like the following (may vary slightly in your EHR):
You may always format or edit the text once it is in the EHR before finalizing your documentation.
*Please note: this text does contain PHI (the patient's full name will be included), so please be cautious with where this information is pasted.