In the dynamic field of healthcare, maintaining concise and accessible patient records is key to delivering effective care. SigmaMD enables clinicians to craft a comprehensive patient face sheet using the referral file creation tool. Let’s explore how you can utilize the referral creation process to generate a patient face sheet file.
Adapting the Referral Tool for Face Sheet Creation
1. Initiating the Process:
To begin, click on the "Referral" button below the chat in SigmaMD's interface or on the "Create referral" button on the patient's detailed view in the Patients screen. This action opens a modal that guides you through a two-step process to compile patient information.
2. First Step: Customizing Information:
In this step, select the pieces of patient information that are crucial for a face sheet. Customize the content by selecting from:
- Insurance information
- Patient conditions
- Vital measurements
The default selections aim to save time, but you have the flexibility to adjust these options as needed.
3. Skipping the Cover Page:
Since the goal is to create a face sheet and not a referral, omit adding a cover page to your file. The cover page, typically used for referrals, includes details like recipient name, referral reason, and a note, which may not be necessary for a face sheet.
4. Second Step: Including Additional Data:
You may choose to include additional relevant information such as:
- Encounter notes
- Insurance card picture
- Driver's license picture
- Lab results
Select these based on their relevance to the face sheet you are creating.
5. Generating the Face Sheet File:
After customizing the information, select "Generate file". The platform will then create a PDF file, ready for download and use.