Awareness : OBC Tips

Use the “Copy Forward” Functionality with Caution

Use the “copy forward” functionality with caution:

  • Each visit is unique
  • Cloned documentation is very obvious and should not occur
  • If you bring a note forward it MUST reflect the activity for the CURRENT VISIT with appropriate editing
  • Strongly advise NOT copying forward HPI, Exam, and complete Assessment/Plan
  • Don’t dump irrelevant information into your note
  • Be judicious with “Auto Populate”
  • Consider Smart Templates instead
  • Marking “Reviewed” for PFSHx or labs is OK from a Compliance standpoint, as long as you did it on that day