About the PAT/Follow-up Heading

The PAT/Follow-up Sheet Bar headingPAT/Follow-up Sheet Bar heading in the CDM module enables you to update/edit case information relating to the PAT/Follow-up phase of a surgical encounter. This section cannot be edited unless there was a PAT appointment scheduled.

For information on integration with AmkaiCharts and workflow issues in the CDM module, see About the CDM module.

Note: If a Sheet Bar option is disabled, check the Appointment StatusAppointment Status on the PAT > Procedure screen. Click herehere to learn which Sheet Bar options are enabled with each Appointment Status.

  • PendingPending

    Pending status means the patient has not yet been logged in as Arrived for the appointment. Available Sheet Bar options are: Case > General, PAT/Follow-up (all menu options under this heading), and Utils.

  • In ProgressIn Progress

    In Progress status means the patient has been logged in as Arrived for the appointment. Case details can be updated/edited and all Sheet Bar options are available, but the case cannot yet be billed.

  • Partially Performed/Not BillablePartially Performed/Not Billable

    If the status is Partially Performed/Not Billable, case details can be updated/edited and all Sheet Bar options are available. The case will not be billed.

  • Partially Performed/BillablePartially Performed/Billable

    If the status is Partially Performed/Billable, case details can be updated/edited and all Sheet Bar options are available. The case is billable.

  • PerformedPerformed

    If the status is Performed, case details can be updated/edited and all Sheet Bar options are available. The case is billable.

  • CancelledCancelled

    Appointment has been cancelled and is not billable. Available Sheet Bar options are: Case > General, PAT/Follow-up (all menu options under this heading), and Utils.

 

 

PAT/Follow-up Sheet Bar Options

 

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