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Applying a status to a patient, visit, or form

  1. Select Patients (Patients icon. Click to navigate to the Patient List page.).

    The Patient List page appears.

  2. Click the Summary link for the patient.

    The Patient Summary page appears.

    The statuses you can apply to patients, visits, forms, and items appear as icons at the bottom right of the page. Your role and rights determine the actions you can perform and the icons you see.

  3. Select the checkbox to the left of the patient, visit, form, or item.
  4. Click the icon corresponding to the status to apply.

    The status icon appears in the Manual Actions column opposite the visit, form, or item to which it was applied.

For a description of each icon and status, see Query, review, and status icons.

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