F-12-125 Review Snapshot Note

🎯 PURPOSE

A Snapshot note is a coordination note used as a communication tool with other clinicians. Clinicians are forced to review the snapshot note within the Client Snapshot prior to starting the visit.

The Snapshot Note becomes part of the medical record and is used to communicate clinical information such as restrictions, skilled procedures next due date, and reminders for subsequent visits.

If a new Snapshot Note is created, it will replace the previous note for future visits.

🔄 PROCESS

1. Select Client Snapshot:

   

2. All users will be prompted to review the Snapshot Note(s). User will not be able to exit out of the Client Snapshot until the Snapshot Note has been reviewed:
   • Refer to F-12-123 Review Client Snapshot in PointCare for additional details available in the Client Snapshot.

3. Select NEED TO KNOW:

   

4. Review the Snapshot Note:

   

5. Select Reviewed:

   

• If clinician attempts to return to visit before selecting “Reviewed”, clinician will be prompted to return to the Need to Know page to review the note:

  

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

📅 Effective: 11.06.2025  | 🛠️ Revised: 10.16.2026 |  ✅ Approved: JS