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You can record a list of patient needs or problems that should be addressed through counseling or treatment. You can use feature to track whether each need has been addressed during treatment.

You can add, edit, and view needs recorded for a patient in several places within the application, including:

  • The Identified Needs section on right side of the Patient Summary Chart page.
  • The Needs Objectives and Measures section of a Multidisciplinary Treatment Plan.
  • The Issues field in an encounter form.

Updates made to an issue are reflected in all areas where the recorded needs are displayed. For example, if add an issue in patient's Multidisciplinary Treatment Plan, the new issue also appears in the Identified Needs section on the right side of the Patient Summary Chart page.

Add or Edit an Identified Needs Issue

  1. Click the Residents tab, and then search for the patient.
  2. Click Add or Edit under a field displaying Identified Needs issues.
    To edit an issue, select the issue in the field.



  3. Fill in the issue details, including the ICD-10 diagnosis code to use.
    The code you select is used as the issue title.


  4. Save the issue.


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