Note carryover is designed to streamline documentation by transferring relevant information from previous notes. This feature enhances efficiency and provides helpful context from prior visits.
For note carryover to function properly, the sections must align between the note types you are carrying over from and to. By default, when starting a new note, the system will auto-select the most recent note on the patient's case, as this is typically the most up-to-date source of information.
Below are best practices for using note carryover based on different note types:
Daily Note
If starting a new Daily Note Type, it is likely best to carry over from the most previous note, regardless of note type (IE, daily, progress, recertification).
Exceptions:
If the most recent note is an RTM, Call, or Consultation note, it will likely not include sections relevant to Daily Notes. Carrying over from these will result in a mostly blank note.
In these cases:
Avoid selecting "Create New Note" without reviewing which note is selected to carry over from.
Manually select the most appropriate previous note to carry over from.
RTM
For RTM notes, it is typically helpful to see the previous findings so in these cases, you will want to be sure to select the most recent RTM note. RTM notes may be spaced out between in-person visits, so be sure to specifically select the most recent RTM note for accurate carryover.
Reevaluation
Reevaluation note types are best to carry over from other evaluation note types as many of the important sections to this note type that you want to compare to or review, are not present on Daily Note types. In these instances, it is best to carry over from the most previous evaluation note type, which could be an Initial Evaluation or another Reevaluation.
Please note that in these instances, other sections that are present on daily notes will carry over the information from the section of the note type you are selecting to carry over from, so it may not be the most up to date. For reference, the sections that exist on reevaluation and initial evaluation note types, but not daily are typically as follows (please note this may vary from Practice to Practice):
- Mechanism of Onset
- Chief Complaint
- Pain Information
- Aggravating Factors / Easing Factors
- Day Pattern
- Level of Function
- Medical & Societal History
- Medications
- Precautions & Contraindications
- Additional Information
- Clinical Impression
- Patient Problem List
- Justification for Skilled Physical Therapy
- Rehab Potential
- Patient Clinical Impression
- Procedures to Include
- Plan of Care
Goals
It is also important to note that goals are a unique component and do not carry forward the same way as other fields do with Note Carryover. Instead, goals are automatically pulled from the most recent previous note, regardless of which note you select for carryover.