Build Dialysis Visit Note Templates

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 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.

  1. Navigate to Setup > Templates
  2. Select the Dialysis Visits template type
  3. Click the New button to create new templates
  4. Complete this step for the various types of documentation.