The Medical Escort Dated Note contains details and instructions relating to specific medical escort visits scheduled for a client. It is used by desktop Procura users to communicate with Procura Mobile Users (CHWs). If new information is to be added, the note must be discontinued and replaced with a new note.
Follow the steps below to create a Medical Escort note.
- Go to Dated Notes and review the list for an active Medical Escort note (use filters to help see only Medical Escort notes).
- Active notes will be blank in the Status column.
Discontinued notes are no longer active to mobile users.
If there is an active note, double-click the active note and review content for relevance. (Skip to step 3 if there is no active note).
a) Copy the note content if still applicable.
b) Enter ‘Discontinue’ to remove this note. Note: this will remove the note from Procura Mobile.
c) Save/Send to close note.- Create a new dated note using the Medical Escort note type.
- Select the Medical Escort Template.
- Update the Subject line.
- Add content in the body (paste the details from previous note if applicable).