NOVASheet Actions: Summary, Signature, & More
Additional options are available to edit, share, and sign a NOVASheet in Patient Chart.
Manually Invoice for a ‘Non-Billable’ Treatment
You can manually add a non-billable NOVASheet treatment to a client’s invoice. This is useful for scenarios where you need to track when a treatment is administered but only need to invoice for the treatment at certain intervals, such as when hanging a new Lactated Ringers bag.
On the NOVASheet, select the treatment cell you want to edit.
Select the dollar sign icon to open the Add to Invoice window.
Enter the administered Quantity, then select Save.
The treatment cell then displays a green triangle to visually indicate that this treatment has been added to the client’s invoice.
Edit NOVASheet Title and Progress Notes
In the right panel of the NOVASheet, select the pencil icon next to the NOVASheet title to rename it. Enter a new name, then select save.
Any notes entered in the Progress Notes field can be included in the NOVASheet Summary. When you select Add Note, the note is saved with the name of the user who added it and the date and time it was saved.
To edit a progress note, select the pencil icon next to it. Progress notes cannot be deleted.
View and Finalize NOVASheet Invoice
Select the Open Invoice button at the top of the NOVASheet to view what the client owes for billable treatments the patient has received during their visit.
The Invoice window displays the client’s current outstanding balance for all of their patients and open encounter orders.
Sign a NOVASheet
Once a patient’s stay is complete and all treatments and notes have been recorded, select the Sign button at the top of the NOVASheet.
The system displays the name of the user who signed the NOVASheet and the date and time of the signing.
Select Reopen to open the signed NOVASheet for edits. NOVASheets do not “lock” and can be reopened at any time.
Download and Email NOVASheet Summary
From the NOVASheet, you can email treatment summary reports to rDVMs, clients, internal staff, and any specified recipients. You can also download the summary as a PDF.
Select Summary to open the Email/Download Reports window.
The Email field automatically populates the email addresses for the rDVM and client. Add or remove email addresses in this field as needed.
Write your message in the Body field. Macros are supported.
Select Summary to include all completed treatments and Progress Notes in the summary report PDF, or select just Progress Notes.
Select Email to send the summary report.
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The system does not prevent you from downloading or emailing a NOVASheet summary after the NOVASheet has been signed. Some users prefer to send the summary for review by the client or other staff while the patient is still in the practice’s care.
Video: Share NOVASheet Summary