Well for starters, if you're going to have to close the window anyway, you can save a step, and click on the little, almost not visible check box at the bottom left, and it will not appear anymore. You can click it again to make it appear. As an aside, I have suggested at least 50 times that one be able to click a button on that window and bring up the patient's chart. Just makes sense. Especially, when they say, "Oh, by the way, I need a refill on this med."
Now there are a number of workarounds. Let's say, you go to the addendum window. In the text area, type Dr. Smith. Do an Alt-right click and name it "Smith." Do this for all of your consultants.
When your MA comes in and pulls the chart, the first thing she does (assuming she knows who referred the patient), is open the Addendum, right click, and then double click on the template named "Smith" on the left hand side. This will put the name of the provider in the field, and she closes it without making a superbill or anything.
Now, when you sign off the note and you are ready to write your letter, all you will need to do is click on View Saved Addenda. The last one with today's date will be the one you click on. Instantly, the window will open, and the name will be there.
The beauty of this is you don't have to just put Dr. Smith in the field for the template, you can put: Dr. Smith. Really likes a call from me. Would prefer that I refer the patient on if I need to. Anything you want.
So, obviously, once your MA opens the Addendum with the pre-populated names and clicks on them and saves it, you will only have to click once, to get all of the information you want.
In my trial workarounds, I tried to do as few mouse clicks as possible, therefore, I left it as addendum and did not use a subject line. Of course, this will be saved to the patient's chart, but there won't be many consults on that patient, and I don't see an issue having an addendum that states the patient was referred by Dr. Smith. In fact, it is just that much more documentation. You could change Addendum to Other, but again, one more click.
I have other workarounds. Just thought I would run this one by you first.
