I don't know if this will help, I use templates for the Chief Complaint:
- "As a consequence of labs:"
- "Telephone call, the patient relates:"
This is then the label in the prior visits and I have the option of adding things to the FAM/SOC etc when talking on the phone, or making a clear connection between the lab result, my assessment and the plan, (what Rx resulted).
Simple refills I relied on the dates recorded in the RX writer, so I didn't previously save a note. I haven't decided how I will handle this in the future.
