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Draft a visit note on the phone

Write the assessment and plan for a visit on the phone as a draft in your name, ready to sign on a computer.

Where
Practice phone app
Who can do this
Doctor, Midwife, Nurse and Staff

Start the note while the patient is still with you, so the findings go down in your words before the next patient comes in. The phone saves a draft; you sign the note on a computer.

Steps

  1. Open the patient's visit from Today.
  2. Scroll down to the note. The kind of note is its heading, for example General consultation.
  3. Tap Assessment / working diagnosis and write your assessment.
  4. Tap Plan and follow-up and write the plan.
  5. Tap Save draft.
A General consultation note with the assessment and the plan written in, both marked Needed to sign, the Save draft button, and the line saying to sign it on a computer.
A General consultation note with the assessment and the plan written in, both marked Needed to sign, the Save draft button, and the line saying to sign it on a computer. Demonstration using fictional patient records.

What to expect

The note shows Saved here, then Accepted once the practice has it. It is a draft in your name. Open the visit on a computer to finish and sign it.

Still stuck? Email support@riz.care and say which screen you are on.