Accessing the Patient Chart

There are several ways to access the Patient Chart.

1. Click the patient card at the top of the Dashboard
2. Click a patient in the Patient List 
3. Click a patient card at the top of the Chart
4. Click Start Note from the patient card at the top of the dashboard

Once you have clicked one of the options above, you are in the Patient Chart.

 myAvatar users: Enrollment is called Episode and Service Type is called Service Code. myEvolv users: Service Type is called Services. 

Patient Card and Header

The top of the Patient Chart displays the patient card and additional patient details in the header. 

The patient card includes the Patient's

• Avatar - the patient's initials or the patient's image, if available. 
• Minor indicator - if the patient is less than 18 years old, the minor indicator will display.
• First Name + AKA/Nickname + Middle Initial + Last Name + Suffix
  The patient's nickname is from the AKA field of the client master in CT|One.
• Patient Id
• Gender
  The patient's gender is also from CT|One's client master. Hovering over the gender abbreviation displays the full text.
• Age 
• Birthdate 

Clicking a patient avatar in Bells will show a pop-out display for the patient card. This card includes the patient's name, avatar, the minor indicator (if under the age of 18), gender, age, and birthdate. Additionally, if the patient has a preferred contact, guardian, or level of care those will show.  You can also open the patient's chart from the patient card. 

The patient card will show in the following locations in Bells. 

• Patient Access Report
• Patient Service Usage Report
• Appointment Details popup
• Agenda right pane
• Unsigned Notes Report
• Signed Notes Report
• Sync Issues
• Signed Today tab
• Open Sessions
• Scribbles that include a patient 

The header of the Patient Chart also shows the patient's preferred contact, guardian information, level of care (if available), and includes a button to start a note for the patient. 

The preferred contact will display for patients with E-mail or Phone preferred contacts selected on the Client Master in CT|One and will display the patient's email or phone depending on what is set for the patient.

  The guardian details display in the chart header if available for the patient from the Client Master in CT|One. This will include the guardian's first and last name as well as the relationship to the patient.  

The level of care details also display in the chart header if available for the patient from the Client Status in CT|One.

Summary tab 

When you access a patient's chart - you're by default placed on the Summary tab of the chart. The Summary tab is divided into 3 separate sections - Incomplete Notes, Upcoming Appointments and Distribution of Services. The Incomplete Notes section is your worklist for the patient. The Upcoming Appointments section shows upcoming appointments for the selected patient. Distribution of Services shows the breakdown of services and the show rate for the patient. 

Incomplete Notes

The Incomplete Notes section of the patient chart shows all draft notes as well as sessions that have not yet been turned into progress notes, including Group Notes. 

Group Notes in the show with the group notes icon on the right side and all the details for the note just like a single patient note. 

The incomplete note section is sorted by the Session Date by default, with the most recently updated note showing first.

The display of the notes is in a card view, and shows the Service Type, Enrollment date and program (where applicable). Additionally, the session to sign alert and status show on the right side of the card display. 

Note status tags as well as the Sign Note Warning displays for the draft note. Status tags include Not Started or Draft as well as the Mobile Signature tag. Additionally for Group or Multi-Service notes there is a counter for the incomplete vs. total notes. 

Hovering on a card in the display will show the actions that can be taken on the note. 

 Delete Icon
Allows you to delete a draft progress note or a session from the Worklist tab. 

Upcoming Appointments

The Upcoming Appointments widget displays your appointments scheduled for the specified patient. Clicking the appointment card will open the appointment details to the right. Within the appointment detail display you can review the appointment details and start, edit or preview the note associated with the appointment. 

For organizations that do not utilize the agenda, the Incomplete Notes display will be expanded across the display. 

Distribution of Services

The Distribution of Services widget shows the breakdown of the services for the patient by service. This is based on Signed Notes only. Hovering on a section of the wheel shows total session time for the signed notes for the service you're hovering on. You can choose to review data from the Last 7 Days, the Last 30 Days, or the Last 90 Days with the filter buttons in the top right corner of the widget. The show rate displays the percentage of time the patient shows for their appointments.

Signed Notes tab 

 myAvatar users: Enrollment is called Episode and Service Type is called Service Code. myEvolv users: Service Type is called Services. 

Progress Note search 

At the top of the Progress Notes tab is the progress note search. This search field allows you to quickly search progress notes by patient name, note type and author, as well as the text entry fields of the note to narrow down the records shown. This does not include the session time, diagnosis or goals and objective sections of the note at this time.

Signed Note List

The Signed Note list shows all of the Signed Bells progress notes for the selected patient if the user has access to that patient. 

Important: Progress notes that originate in the EHR will not show in Bells.  The list only includes signed progress notes that originate in Bells.

The progress note list is sorted by the Session Date column by default, with the most recently updated note showing first in the list.  However, you can also filter by the Author of the note.

Session Date column displays the note's Session date and the draft/signed tag. When accessed via the Chart icon in the left navbar or next to the recently accessed patient cards, the Signed tag will always be present as all of the records in the note list are signed notes. 

Author column displays the name of the user who wrote the note.

Note Type column shows the note type for the note. 

Session column displays the Service, Location, Enrollment date, and Program (if applicable) for the note.

Signed Date displays the Date and Time the note was signed as well as the Session to Sign time.  

If a signed note is late, the orange late icon and orange banner will show. The orange banner shows on the left, and the icon shows on the right of the note card in the display. 

If a signed note has a sync issue, the red sync issue icon and red banner will show. The red banner shows on the left, and the icon shows on the right of the note card in the display. Clicking the red icon will take you to the sync issue tab of the chart. 

Clicking on a record in the Signed Notes List opens the note. If it is a draft note you created, it opens in edit mode. Draft notes created by any other note authors and signed notes opens the preview of the note.  

Preview/Print Notes

When you point to a row in the draft note list, some icons appear on the far right side of the row.  

Preview Icon: Allows you to view the draft progress note in a read-only mode.

Preview Signed Notes

While in the preview view of notes you can skim through more than one note easily using the note preview feature in the bottom right corner of the Preview Note view. You will see a note counter and arrows to be able to easily review your notes without closing the note and opening the next note from the display grid. 

You may have the ability to print the note by clicking the printer icon in the lower left corner of the note preview.  Your Bells administrator controls whether you are allowed to print notes from within Bells or whether you should return to your EHR to print notes from there.

Scribbles Tab

When you access a patient's chart, you have a third tab where you can view the patient's scribbles. 

This tab only shows your own scribbles that have been linked to the selected patient.  These may be scribbles you have authored or scribbles that were shared with you.

Scribbles Search

At the top of the Scribbles tab is the scribble search. This search field allows you to search for scribbles within the scribbles list to be able to quickly access a specific scribble. You're able to search by patient name or scribble content to narrow down the scribbles shown.  

Scribbles List 

The list of scribbles on the left side of the Scribbles tab displays all of your scribbles linked to the selected patient. You will see the patient's avatar, minor indicator icon (if the patient is under 18 years of age), patient's full name, and PatientId. The scribble card will also display the first few lines of the scribble, when the scribble was last updated, and if any image(s) are attached to the scribble. 

The Scribbles list displays in order of when the scribble was last updated, with the most recently updated scribbles showing first. 

Adding a new Scribble 

Clicking the + icon next to the scribbles search will add a new scribble. The new scribble will automatically be linked to the selected patient when added via the scribbles tab of the patient chart.

To learn more about making Scribbles, see Scribbles.

Appointments Tab

The appointment tab in the Patient Chart section shows all past appointments and upcoming appointments within the next two weeks for the selected patient. 

Clicking on a record in the list will show the appointment details. Additionally, the user will be able to review the note associated with the appointment, if available. 

Treatment Plan Tab 

For GEHRIMED users, this tab is hidden.

The Treatment Plan tab in the Patient Chart section shows active Treatment Plans including the problems (where applicable), goals, objectives and interventions for the selected patient. 

The display is collapsible at the treatment plan level to condense the display. 

Goal Tracking 

For CT|One users - If a patient has Goal Tracking Sessions or Notes they will show on the Goal Tracking tab of the patient chart. 

This display includes the Session Date, Status of the session and the Author for the session. 

You can click on a goal tracking session to review or edit if you're the author of the session. Open/active and completed sessions and notes will show in the goal tracking display. 

Force Sync Button

We've added the ability for you to initiate a fresh pull of a patient's data into Bells from your EHR. Clicking the ‘Last synced…’ text button above the Sidebar will accomplish this. If something goes wrong in the live pull, a message will display to you indicating which element of the pull wasn't successful.

Side Bar

The Side Bar displays on the right side of the Patient Chart and within the Progr...

Side Bar

The Side Bar displays on the right side of the Patient Chart and on the left side of the Progress Note.

 

Side Bar in the Progress Note

In the progress note, you see an additional section at the top of the side bar:

	Displays Diagnoses, Enrollments, Care Team, Insurance and Contact info.
	Shows Scribbles for the patient. Clicking in the Scribble text will allow you to edit the Scribble with all the formatting capabilities you have when accessing the Scribble outside of a progress note. To copy text from the Scribble to the progress note, simply select some text and then select which section of the progress note you wish to append the text. If the Scribble has an image attached, simply click the image to view it.    You can zoom in and out by clicking the +/- icons. Clicking the undo arrow will return the image to its original size. Delete the image by clicking the trash can. Click the X to close the image and return to the Scribble text.
	Click to expand/contract the Sidebar.

You can resize the side bar. Simply move your mouse over the right-hand side of the section. Once the pointer turns into a vertical bar surrounded by left- and right-pointing arrows, simply click and drag to resize the section. 

Start Note button 

The Start Note button includes a dropdown menu that has additional start note options. These options vary depending on your EHR and may include to "Start Multi-Service Note", "Start Documentation Note" and "Start Assessment Note". 

Clicking the Start Note button on the chart will initiate the Start Note workflow for the selected patient. 

For myAvatar users, the start note button on the patient card is determined by an organization preference. If set to default to Start Note a standard progress note will be started for the patient. If set to default to Start Documentation Note a simplified support documentation note will be started and doesn't include setting the Location or Service Code in the session details. There is a drop-down menu on the button to select the other type of note flow. There is an additional value in the drop-down to “Start Assessment Note”. 

 myAvatar users: Enrollment is called Episode and Service Type is called Service Code. myEvolv users: Service Type is called Services.  

To learn more about entering progress notes, see Progress Notes.