Using 'Not Started' Documents

“Not Started” documents allow agencies to show clinicians which forms are available to complete, without adding them to the patient chart until the clinician actually opens the document.
These documents remain in a “Not Started” status until a clinician clicks the form to begin it.

How do back-office users add a Not Started document from the patient chart?

1. Open the Patient Chart.
   
   
2. Click the green plus (+) icon.
   
   
3. Enter the Date Completed, then click OK.
   
   
4. Check the box next to the document you want to add.
   
   
5. Click Assign to Clinician.
   
   
6. Select the clinician from the dropdown and enter a target date.
   
   

How do back-office users add a Not Started document from an appointment?

1. Go to the Scheduler.
   
   
2. Create a new visit or open an existing visit.
   
   
3. Click Attach Document.
   
   
4. The selected document will now appear under Available Forms and can be started by the clinician at any time.
   
   

How do back-office users add multiple Not Started documents using Packets?

1. Go to the Scheduler.
   
   
2. Create a new visit or open an existing visit.
   
   
3. Click Attach Packet.
   
   
4. All documents in the packet will display under Available Forms and can be started anytime.
   
   

Please click here to show How to Create Document Packets.

Why can't I see Not Started documents in the patient chart?

Not Started documents only appear if Show Documents Not Started / Outside Ep is checked in the Options section of the patient chart

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 HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.