New user here. How can I prep charts before the day of the visit? I would like to add PMH by going through old paper chart. Do I create an encounter, fill in the data, then forward it to staff, then on the day of the encounter, staff can open it to add vitals and change the date? Or do I change the date by entering the future appointment date when I am adding the PMH and creating the encounter, even though it may be the day before the visit? Sorry if I'm not explaining it well.
Thanks very much.
