Currently, we are not able to directly delete an assessment note. However, we can cancel an appointment in order for it to be removed from the Patient's Chart - MD Notes tab.

The following are the steps to be done:
1. Access the "Appointments" menu located on the left of your screen.
2. Click the "All Appointments" submenu and search for the said patient.
3. (Optional) Filter the list by inputting the visit date in the "From Date", this way it would just show those visits from that specific date.
4. Once the result has been returned, you can click the "Cancel" button and select the appropriate reason from the dropdown options.
5. (Optional) You may also input in the notes field additional details as to why it is being canceled.
6. Click on the "Confirm" button to process it.
7. Once done, you can verify the changes by accessing the patient's chart. The visit and assessment note on the specific date should no longer be showing in the MD Notes tab.

Currently, we are not able to directly delete an assessment note. However, for this specific concern, we can leverage the already available functionality in the enov8tiveMD where you can change the note type by doing the following steps:

1. In the patient's chart, access the MD Notes tab;
2. Once you are in the MD Notes tab, search for the assessment note that you want to correct and click on Edit;
3. The assessment note will be shown in a popup window and you can click the Change Template button;
4. A new popup will open allowing you to select what type of assessment note it should be; and
5. Select the preferred assessment note type and click the Confirm button, it will automatically update the note type.

To verify an established/existing patient, you can follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Quick Assessments widget and search for your patient;
3. A search result will be returned, tap on the horizontal three-dot menu and select "Verify";
4. On the Verify confirmation window, tap on "Confirm";
5. Once the Quick Assessment has been confirmed, you can access My Patients.

For patients that are tagged as "New" in the My Quick Assessments, the back office needs to verify that on your behalf as there is information that they need to confirm/verify with the SNF/Facility.

To access the Patient Information via the Verified tab in the Quick Assessments, you can follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Quick Assessments widget;
3. Tap on the "Verified" tab on the Quick Assessment screen and search for your patient;
4. A search result will be returned, tap on the horizontal three-dot menu and select "View Patient";
5. The application will redirect you to the patient's information.

To download the assessment note that you have signed and created, you may follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Patients widget and search for your patient; Tap on the name of the patient that is shown in the list and you will be redirected to their Patient Information;
3. In the Patient Information screen, tap the MD Notes tab;
4. In the MD Notes tab, search for the specific date or assessment note that you want to edit/preview/review;
5. On the Assessment Note screen, tap on the vertical three-dot menu on the upper right and select "Preview";
6. A modal will be shown asking you about the preferred layout of the preview;
7. After that, you may notice that the application will be rendering the Assessment Note based on the preferred layout;
8. Once it has loaded, tap on the vertical three-dot menu and tap "Download".

The autosave was put in place to ensure that your answers will be saved just in case you forgot to tap on the “Save” button in the note. By default, our autosave is set to 45 seconds. However, if you wish to change or disable the said functionality, you may follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step).
2. In your application navigation bar, you can tap on Settings - the fourth icon to the right.
3. In the Settings screen, tap on “Security”.
4. On the Security screen, tap on the “Auto Save Assessment”.
5. A pop-up window will be shown providing you with options on how you want the autosave functionality will behave in the application.
6. After selecting an option, a confirmation dialog will inform you of the implications and liabilities that you may incur when changing the said setting.
7. Once confirmed, the changes will be applied.

To sign an assessment note, you may follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Patients widget and search for your patient;
3. A search result will be returned by the app, tap on the patient that you want to access;
4. In the Patient Information screen, tap the MD Notes tab;
5. In the MD Notes tab, search for the specific date or assessment note that you want to edit/preview/review;
6. On the Assessment Note screen, tap on the vertical three-dot menu on the upper right and select “Mark Reviewed”;
7. A pop-up will be shown confirming your action (This step is necessary and has been added as there might be instances that the note assigned to you needs to be reviewed by the back office but if not you may proceed in marking it as reviewed);
8. After that, you may notice that the status of the note will be changed to “Reviewed”;
9. On the same screen, tap on the vertical three-dot menu on the upper right and select “Sign”;
10. A pop-up will be shown asking you to attest to the completeness and accuracy of the assessment note by either inputting your e-sign PIN or affixing your signature;
11. Once done, the note's status will be updated to the “Signed” status.

Yes, it is possible to copy the content of a previously created assessment note to the new assessment note for the same patient. In order to do that, you may follow the steps below:

1. Open the mobile app, enter your credentials and mobile PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Patients widget and search for your patient;
3. A search result will be returned by the app, tap on the patient that you want to access;
4. In the Patient Information screen, tap the MD Notes tab;
5. In the MD Notes tab, search for the specific date or assessment note that you want to edit/preview/review;
6. On the Assessment Note screen, tap on the vertical three-dot menu on the upper right and select "Copy from Previous";
7. A pop-up will be shown and you will be asked on what specific note you want to copy;
8. After that, you may notice that the application will populate the inputs from the copied assessment note; and
9. Once it's done, you may proceed with your edits or save the note.

Absolutely, you can easily update or change your electronic signature PIN (eSign PIN) in the application. You can follow the steps below if you wish to create or update your eSign PIN:

1. Open the mobile app, enter your credentials, and set your mobile app PIN (if you haven't login yet, else you may skip this step);
2. In your application navigation bar, you can tap on Settings - the fourth icon to the right;
3. In the Settings screen, tap on “Security”.
4. On the Security screen, tap on the “Change eSign PIN”;
5. In the "Change eSign PIN" screen, provide the required information (you can skip the first input if you haven't set your eSign PIN yet); and
6. Once all information is provided, tap on the "Submit" button.
7. Once submitted, you can proceed with using your nominated eSign PIN when doing electronic signatures.

Note: Setting a unique eSign PIN is important as it helps authenticate the identity of the individual placing the electronic signature, ensuring their authenticity.

It is possible to do that provided that the quick assessment note is still unverified. To remove unverified quick assessments, you can follow the steps below:

1. Open the mobile app, enter your credentials, and set your mobile app PIN (if you haven't login yet, else you may skip this step);
2. In your dashboard, click on the My Quick Assessments widget and look for the patient quick assessment that you want to delete by searching for the patient's name;
3. A search result will be returned, tap on the horizontal three-dot menu and select "Delete";
4. On the Delete confirmation window, tap on "Delete"; and
5. Once the Quick Assessment has been deleted, you may notice that the list will be refreshed.

Note: Retrieving a deleted quick assessment requires a support request. Kindly make sure that when deleting a quick assessment you review its content to ensure you're not removing important quick assessment notes accidentally.

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