How to create a Placeholder Evaluation?

Purpose:

To guide clinicians in generating temporary evaluation notes that can be automatically finalized, ensuring documentation continuity while allowing for later completion of full clinical details.

Scope:

This article covers:

1. Accessing the placeholder evaluation feature
2. Basic creation and auto-finalization process 
   Excludes:
3. Editing finalized placeholder evaluations
4. Converting placeholders to full evaluations
5. Insurance-specific documentation requirements

Procedure:

1. Initiate New Note:
   1. Navigate to Notes > New Note
2. Select Note Type:
   1. Choose Placeholder Evaluation from options
3. Automatic Finalization:
   1. System will auto-finalize the placeholder
   2. Note becomes part of patient record

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To do this simply go to Notes > New Note > Placeholder Evaluation 



When you select Placeholder evaluation it will allow you to automatically finalize a placeholder evaluation