Keeping Track of Documentation

A great way to keep track if the documentation is needed is using the Document Dashboard. Your team can be set up in the General Tab -> My Preferences -> Default Team.

• Team Missing Docs - This appointment is checked in, documentation is required (set up in the Slot type), and no documentation has been started
• Team Open Notes - Daily Notes that have been started, but not completed (approved) 
• Team Open PNs - Progress Notes that have been started, but not completed (approved)
• Team Open Planned DCs - Planned (scheduled) discharges that have been started, but not completed (approved)
• Team Open Evals - Evals that have been started, but not completed (approved)
• My Open Therapist 2 Docs - Documentation where you have been selected as therapist 2 and need to review and approve the note

if you have any additional questions regarding documentation tracking, please send an email to support@heno.io or click on Contact Us at the bottom of this article