The first step in setting up the Dialysis Visit Note process is to build the appropriate templates to accommodate your documentation.
It may be best to reach out to firstname.lastname@example.org to complete this step as template setup can be very involved. Our team can build templates for you and even copy in templates from other practices as a starting point.
- Navigate to Setup > Templates
- Select the Dialysis Visits template type
- Click the New button to create new templates
- Complete this step for the various types of documentation.