How do I change a patient's status from Under Evaluation to Admitted?

Issue Summary

All newly entered patients will show 'Under Evaluation' status. To change status to Admitted, Plan of Care must be created.

Steps to Resolve:

1. Insurance Info:
   Ensure patient insurance is selected in the Patient Intake.
   
2. For agencies using Full SEMR:
   
   • Schedule the first visit.
     
   • Add the OASIS-E1 Start of Care Assessment.
     
3. If not using electronic forms/documents:
   
   • In Normal View:
     
     • Click Admit at the top of the chart.
       
     • Navigate to Care Plans / Orders > POC.
       

       
       

   • In Classic View:
     
     • Click New > Status Record > Admit.
       

       

     • Then click New > Plan of Care.
       

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.