In this case Workers' Comp and Signed encounters

Click on 'Search Filters Disabled' to enable filters

1. 'Encounter Status' should reflect what you want to see, in this case 'signed'
2. Same for 'Encounter Type,' 'Workers' Comp'
3. Search

1. Notes tab > View Coordinator/Provider Notes for patient _______
2. Alternatively you may view them by going to Overview tab > Patient Dashboard > Patient Notes
3. Read the most recent notes carefully to make sure that no steps are duplicated when sending forms out to facilities

1. In this note you will find the follow up date
   Example: Patient will need a follow up or F/U made 2 weeks from today
2. Confirm that there is no existent follow up created by viewing the patient's encounters

If a follow up was NOT created, continue to step 8 on how to schedule an appointment. Otherwise, you may jump to step 11

1. Select the appropriate provider for this patient
2. Select the date in which the appointment will happen
3. Select the time slot similar to the patient's past appointment.
   Example: This patient had their appointment at 1:30 PM, Mirror this to 2 weeks from now at 1:30 PM

Appointment follow up is now created when you see it as dark green in color

(You may toggle to Month/Week/Day view by clicking an option in the top right hand corner)

1. Move the time from 1:30 PM to 2:30 PM by holding down on the appointment and dragging it down to 2:30 PM (with your mouse 1 key)
2. Confirm appointment move by clicking on OK
3. Done

1. Click the red trash bin icon
2. Select reason for cancellation
3. Ok - Color should change to black to reflect canceled

1. Notes
2. Yes
3. Manually Set
4. Follow-up Date created

• RFA = Request For Approval = Created on behalf of the provider for treatment requested and approved by the patient's insurance or adjuster
• DFR = Doctors First Report = This can be created by clicking on 5021, scrolling all the way down and without inputting any information click on 'UPDATE AND PREVIEW'
• PR2 = Progress Notes by a Provider = Click on PR-2 and scroll all the way down and without inputting any information click on 'UPDATE AND PREVIEW'

1. Go to Patient Files tab
2. Download and Send the RFA to the Facility or Adjuster for this patient by fax or email

Note: SOAP Notes are usually sent over along with the RFA. You want to include the Patient Name and the Claim number when faxing out. Example: John Doe, Claim # 27375JT82

1. Download the RTW and you may send this out as well
2. Create the DFR/5021 if this is an INITIAL APPOINTMENT
3. Create the PR2 if this is a FOLLOW UP APPOINTMENT

1. Write the note of action you took
2. Select what kind of note this is
3. Click on Finish

1. Click on Close Encounter tab
2. Confirm all check marks are green, if not you may click on the link to complete them (If unsure of the information, ask another coordinator)
3. Close Encounter