HDI Perform a Nurse Triage Visit as a Triage Nurse

1. Log In as Triage Nurse

Click on Create Encounter

2. Search and Create a New Patient from a Query

  1. Enter First and Last Name of Patient
  2. Click on Create Patient From Query

3. Search For A Provider

  1. Check Include Offline Providers
  2. Check Nurse Triage Visit Type

4. Start the Encounter

  1. Enter Chief Complain
  2. Select Nurse Triage
  3. Click on START ENCOUNTER button

5. Create a New Patient Account

Enter the following Mandatory Fields as a minimum to create a new patient account.

  1. User Role - Select Patient
  2. Username - FirstName.LastName
  3. Email Address
  4. First Name
  5. Last Name
  6. Phone Number
  7. State
  8. Country - US
  9. Employer
  10. Date of Birth
  11. Click on the SAVE button

6. Set the Claim

Click on NEW CLAIM

Click OK to confirm

  1. Set Claim Type  
  2. Click on SUBMIT

Click on SET CLAIM with today's date.

7. Select Injury to Triage

Select the Injury Type from the drop down list and answer the triage questions.  Refer to ER if necessary or perform First Aid.

8. Enter Injury Details

Click on the Injury Details Tab and complete the fields.  These will populate the Point of Injury report.

9. Complete Injury Report Details

Review the Injury Report details and add any additional information to complete the Point of Injury Report.

10. Add Triage Notes

  1. Go to the Notes section on the sidebar.
  2. Click on the Triage tab.
  3. Click on NEW TRIAGE NOTE
  4. Enter Triage Notes

11. Review and Save Point of Injury Report

Click on SAVE INJURY REPORT

12. Confirm the Point of Injury Report in the Patient Files

Click on Patient Files in the sidebar to confirm the Point of Injury Report has been added to the Patient Files.

13. Close Encounter

  1. Click on Close Encounter in the sidebar.
  2. Review the required items completed.
  3. Click on CLOSE ENCOUNTER in the modal.

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