S.K.
Everyone talks about putting in an Excel spread sheet for each patient in Imported Items and bringing it up for labs, problems, etc.
No one talks about Word or Wordpad (which would open more quickly).
You could make one Word document and set it up as you want and set up auto time and date for each entry.
Then, you could import that document to Imported Items as each patient is entered into AC or after if you wish -- always keeping the original. Your receptionist would do this. At each visit, you could pull up the document from Imported Items and write things in. That would be an easy thing to do. People will always say you can change things so it wouldn't be HIPAA compliant.
Just write at the bottom:
This document is to be used solely for information for the doctor and practice and is not meant to be part of the official chart.
For me, who cares. Sorry. If it helps, I wouldn't care about HIPAA. Last I checked the HIPAA police ran out of funds. I have never seen them. I jest a little, lol, but just an idea. And, if you talk with a Microsoft Word guru, they may be able to tell you a way that after you save it for that visit, it can't be chanced until the next entry.