Example: right now, if I am talking to a client in the room and discussing allergies- it would be great to have a quick way to click and send them our pre-made informational handout about allergies. Right now, we have to get out of the consultation, or open a new window, go to the forms tab and create it.
My idea would be having an option on the right side of the window, when you are in a consultation, that you can click back and forth between the list of templates, and the list of tabs that is currently visible elsewhere in the patient record (forms, create estimate, etc). I am ok with it opening a new tab to create the form, estimate, whatever, but being able to do so in fewer clicks would be great.
Agreed! The Patient Visit Summary form is useless unless you have the time to fill it all in manually. Without being able to access it from the consultation, none of the info that is supposed to automatically pull does, so you have to manually fill all of those items in. And I just don't have time for that and the other 9 jobs I'm doing Neo!
Second that-a link or something when in consult and invoice the form that you can open it right from there.
The ability to create a callback from an active consultation page would be helpful, too. That's what I came to request today, but I feel like it can go along with this request.