F-12-826 Scheduler Notification Note

🎯 PURPOSE

The Scheduler Notification Coordination Note should be entered by the field clinician to communicate non-urgent schedule changes. Examples include assignment of visits to specific clinician following an admission/evaluation or schedule adjustments for future dates.

🔄 PROCESS

The Scheduler Notification Coordination Note can be accessed multiple ways from PointCare. It can be accessed from the Medical Record and from within the visit itself.

1. Create a Scheduler Notification note from the Medical Record:

   1. Access the client medical record:

      

   2. Select Medical Records:

      

   3. Select Client Name and Episode:

      

   4. Scroll down to Features and select Notes:

      

   5. Select Add:

      

   6. Select Scheduler Notification and enter note:

      

   7. Save note and Sync. Note will get sent back to the office.
2. Create a Scheduler Notification Note from the Visit:

   1. From the Visit Action Screen, select Notes:

      

   2. Select Add:

      

   3. Select Scheduler Notification and enter note text:

      

   4. Select the Menu button and Save:

      

   5. If added within the visit, the note will not get synced to the office until the visit is completed and synced.

📅 Effective: 11.06.2025  | 🛠️ Revised: 10.29.2026 |  ✅ Approved: JS