Any preventative medications or any counseling given to the patient can be recorded in the Preventative Health section. In Preventative Health, you can enter notes in 2 ways: common notes for all the preventative health items and line item level notes for each item. The ready-made templates can be used to insert the notes. The user can configure these templates in the system, also known as macros. The order status can be recorded as performed, reviewed, etc.
The preventative health details recorded are displayed on the Preventative Health ribbon along with the CPT code, number of units ordered, diagnosis codes attached to the order, modifiers, and generalized notes.
To record preventative health information from Treatment Plan:
| 1. | On the Treatment Plan screen, click Preventative Health link. |
| 2. | On clicking the Preventative Health link, a list of configured preventative health items appears. |
| • | Enter any generalized notes pertaining to all the preventative health items ordered. |
Note: Click the 
icon near the Note box to use the preconfigured notes added with the help of macros. The macros can be configured from the Administration > Treatment Plan > Preventative Health section.
| • | To search any specific health information you can use quick search panel that appears just above the listed Health Information options. |
| • | From the list of preventative health items that are displayed along with the CPT code, select the check boxes near the preventative health items to order them. |
| • | Click the Plus icon ( ) near the preventative health item to expand the details. |
| • | Select the Order Status (Pending, Reviewed, Performed, Completed, Late Pending, Authorization Pending, or Ordered) from the drop-down list. |
| • | Enter any notes pertaining to the selected preventative health item. |
Note: Click the icon near the Note box to use the preconfigured notes added with the help of macros. The macros can be configured from the Administration > Treatment Plan > Preventative Health section.
| • | Select duration using drop-down list. Units are then updated as per the duration selected. |
Note: Click the 
icon to configure or update combinations of duration and units.
| • | Enter the number of units in case duration is not selected. |
| • | Click the magnifier icon ( ) to search for modifiers and select them, or you can also type in the box if you know the modifier. Maximum 4 modifiers can be added. |
| • | Hover mouse over the Illness section. A list of illnesses recorded in the Diagnosis section of that encounter appears. Maximum 4 illnesses can be selected. |
Note: Recording the units, modifiers, and illnesses helps the PM users to import these details automatically when creating a charge.
