F-12-821 Create CLINICAL Coordination Note

🎯 Purpose:

Entered by a clinician in PointCare to send notification to the Clinical Supervisor in the back office. After the coordination note is synced by the PointCare clinician, it will generate coordination note workflow to the Clinical Supervisor for follow-up and review.

Examples include service code change requests for future scheduled visits, clinical updates needed in back office (such as inactivation of PointCare Visit Alerts), non-urgent clinical situations requiring supervisor involvement.

🔄 Process:

Refer to O-12-823 Create Coordination Note in PointCare for detailed steps on how to create a coordination note in PointCare.

1. Select CLINICAL note:
2. Complete template:
   1. Document details including what action has already been taken and what further action is needed.

3. Select Menu in upper right corner:

4. Select Save:

5. Sync coordination note back to office.

📅 Effective:       |    🛠️ Revised:     |  ✅ Approved: