TCM1000080 - How to check or update the PAD notes

Step 1

If you are in an open record, go to Step 2.

If you are not in an open record, go to Step 3.

Step 2

On the 鈥楥PT鈥� desktop screen

  • select the 鈥楶Oca Control Panel鈥�
  • select 鈥榁iew Worklist鈥�. You will be taken to the 鈥榁iew Worklist鈥� screen
  • select the record you are working on
  • select 鈥榦pen New PAD鈥�
  • go to Step 4.

Step 3

In Microsoft Excel

  • select 鈥楽EES鈥� on the toolbar
  • select 鈥榵mls Forms鈥� from the options available
  • select 鈥楴ational鈥�
  • select 鈥楶Oca Request鈥� from the options available
  • select 鈥極K鈥�. You will be taken to the 鈥楶AD鈥� main screen
  • go to Step 4.

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Step 4

If you are checking the PAD notes

  • read the notes entered in the PAD notes box
  • take no further action

If you are updating the PAD notes

  • select the PAD notes box
  • enter the standardised message or update followed by your initials
  • click the 鈥楽ave鈥� macro button at the top left corner of the PAD. You will be taken to the POca Worklist.
  • click the 鈥楽how Open鈥� macro and double click on the case you are working
  • click the 鈥楢rchive鈥� macro
  • take no further action.