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Legacy Visit Notes vs. Note 2.0

Author Karin Feng

Note 2.0 is still under development. The table below highlights the known gaps between legacy visit notes and Note 2.0. Our team is continuously working to close these gaps.

Feature Functionality Legacy Notes Note 2.0
Editing experience Write + edit a note Yes Yes
Utilize dynamic data blocks No Yes
Apply rich-text formatting No Yes
View-only draft note No Yes
Edit visit note concurrently Yes Yes
Note formats One column format Yes No
Two column format Yes Yes
Export data from Clinical Profile to note Availability Yes

Yes
Export full history Yes Yes
Export problem list Yes Yes
Export data from note to Clinical Profile Availability Yes No
Order lab tests Open a new Lab Order Form from visit note Yes Yes
View lab order status in visit note No Yes
Leverage order sets when adding a Lab Order block to a visit note template No Yes
Order medications Open a new Prescription Form from visit note Yes Yes
View prescription status in visit note No No
Create referrals Open a new Referral from visit note Yes Yes
Order imaging tests Open a new Imaging Order from visit note Yes Yes
View imaging status in visit note No Yes
Add an Imaging Order block to a visit note template No Yes
Order cardiac tests Open a new Cardiac Order from visit note Yes No
Order sleep tests Open a new Sleep Order from visit note Yes No
Order pulmonary tests Open a new Pulmonary Order from visit note Yes No
Document injections Open a new Document Injected Medication form from visit note Yes (Beta) No
Document vaccines Open a new Vaccine Form from visit note Yes No
Document giving sample medications Open a new Samples form from visit note Yes No
Document Point-of-Care Labs Document a Point-of-Care Lab from visit note Yes No
Export Point-of-Care lab restul to visit note Yes Yes

Document Vitals

 Document blood pressure (BP) Yes Yes
Document heart rate (HR) Yes Yes
Document temperature (Temp) Yes Yes
Document respiratory rate (RR) Yes Yes
Document height (Ht) Yes Yes
Document weight (Wt) Yes Yes
Document body mass index (BMI) Yes Yes
Document oxygen saturation (O2) Yes Yes
Document pain score (Pain) Yes Yes
Document body fat %, change in dry lean mass, change in body fat mass, waist circumference, and ketones Yes No
Document multiple values for a type of vital Only for BP Only for BP and HR
Open vitals trend table Yes No
Reference previous vital values Only BMI No
Use Appointment Automation

 Open new visit note draft via appointment automation Yes Yes
Apply visit note templates to visit note drafts created via appointment automation Yes No

Document Physical Exam (PE) / Review of Systems (ROS)

 Create PE/ROS templates Yes No
Apply PE/ROS templates Yes Yes
Apply previous PE/ROS template values Yes Yes

Document Assessment & Plan

 Search for diagnosis codes in Assessment field Yes No
Use Dx Code Navigator Beta No
Search for procedure codes in the Procedure field Yes No
Open patient handouts Yes No

Print visit notes

 Print Care Plan from visit note draft Yes No
Print signed visit note Yes Yes
Print Encounter Summary (MIPS) Yes No
Print Patient Summary Yes No
Print Patient Instructions Yes No
Print simple Invoice (without DX codes)  Yes No
Print claims Invoice (with ICD-10)  Yes No
Print claims Invoice (with ICD-9)  Yes No

Amend signed visit notes

 Amend signed visit note Yes No
Record patient requested amendment Yes No
Delete amended visit note Yes No
View history of amendment changes Yes No
Save note amendment as draft Yes No
Preview note amendment Yes No

Manage Clinical Reminders - MIPS

 View and dismiss clinical reminders in draft visit note Yes Yes
Action on clinical reminders in draft visit note Yes Yes
Manage Care Gaps

 View and dismiss Care Gaps Yes Yes
Action on Care Gaps Yes Yes
Apply  Document Tags

 Add Document Tags to a draft visit note Yes Yes
Add Document Tags to a signed visit note Yes Yes

Add Document Tags to a visit note template

 Yes No
Use Document Tags to automatically apply CPT Codes to the bill Yes No

Copy forward a signed visit note

 Export the entire signed visit note to a new note Legacy Note to Legacy Note Note 2.0 to Note 2.0
Export just the HPI section of a signed visit note to a new note Legacy Note to Legacy Note No

Send Visit Note

Via Office Message

 Yes Appears as a 2-col A/P Note format
Via Provider Letter Yes Appears as a 2-col A/P Note format
Via Provider Referral Yes Appears as a 2-col A/P Note format
Via Patient Letter Yes Appears as a 2-col A/P Note format

Use Note Assist

 Use the Scribe feature to populate free text Yes Yes
Use the Scribe feature to populate structure data No Yes
Use the Scribe feature to trigger actions Yes Yes

Miscellaneous

 Search for visit note in chronoglical record. Yes No
Assign visit note categories Yes Yes
View Growth Charts Yes No
Edit the bill of a signed note Yes Yes
Use a built-in timer Yes No
Specify user default setting for visit note format by encounter type Yes No
Mark a visit note as confidential Yes No
Apply coding automation Yes No
Apply lab coding templates Beta No
Share signed visit note through the Patient Longitudinal Record Yes No
Share signed visit note through the Collaborative Health Record. Yes No