How to Finalize Appointment Notes & Set Disposition

Required for Every Visit

At the end of every visit, ensure you:

1. Complete all required documentation
2. Select the appropriate Disposition
3. Confirm diagnosis and care plan
4. Finalize the chart

Unfinalized notes may prevent the system from accurately recording the visit outcome.

Documentation Requirements

All appointment notes must:

• Be finalized after each visit
• Include a completed Disposition

Disposition

The Disposition field captures the patient’s outcome and next steps. Examples:

• Referred to the Emergency Department
• Follow-up required
• Managed virtually / no escalation needed

Why This Matters

Complete documentation supports:

• Patient safety and follow-up
• Referral workflows and continuity of care
• Accurate and compliant medical records