How to Do Documentation

How to Do Documentation

QuickEMR includes powerful documentation tools that allow you to customize how patient information is recorded within the system. From creating custom fields and templates to configuring goals, measures, and exercises, the platform provides the flexibility needed to match your clinic’s workflow and documentation requirements.

Where to Go

To start documentation for a patient, you can either:

A: Navigate to the Patients Case Overview tab and press the Create button.

B: Use the Note Create icon next to the patients appointment

C: Press Create in the Notes column within your Dashboard's Schedule Itinerary

However you choose to begin documentation, the process thereafter will always be the same.

  

Note Create

When you begin the note, the system will first open the Create window, where you will:

1. Enter the correct Date of Service.

2. Choose the provider and cosigner, if one is needed.

3. Select the Place of Service.

4. Select the Note Type.

5. Choose which previous note to copy from, and what you want to copy over.

6. Check your warnings, and press Create Note.

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