Approve Ortho Visits

When approving an ortho visit record type, the Approve Note (Ortho Visit) window displays.

  1. Review the ortho visit note.
  2. (Optional) Modify the fields and contents as necessary.
  3. Complete any of the following:
    • Click Approve to approve the ortho visit note.
    • Click Delete to delete the ortho visit note.
    • Note: If the ortho visit note you are approving is a deleted note, the Delete button is disabled.

    • Click Cancel to cancel the approval and keep the ortho visit note listed in the Patient Approvals window.
    • Note: If you click Cancel and other items are selected for approval, the Abort Approval Process Question window displays. Click Continue or Stop as necessary.