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Blueprint OMS users can link journal entries to specific appointments. This feature will help keep you organized and up to date on patient information.

Create a linked journal entry

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. Highlight an appointment and R-click. 
  4. Select create linked journal entry 
  5. In the Patient journal entry dialog box, use the drop-down menu to select a journal entry type. 
  6. In the text box, enter the desired notes.

  7. Text Snippets are available on the right-hand side of the journal entries

    1. Drag and drop the snippet into the journal or start typing the auto-replace text to enter the snippet into the journal entry.

Note

The red lock will indicate a completed appointment requires a linked journal entry.

Viewing Linked and Unlinked journal entries

  1. On the Patient browser tab, open the patient’s file. 

  2. Click the Journal tab.
  3. Highlight an appointment and R-click. 
  4. Select link journal entries

5. In the Journal entry dialog box you will see 2 tabs, Linked and Unlinked. 

a. Linked will display all journal entries that are currently linked to the appointment

b. Unlinked will display journal entries that are available to be linked to the appointment. 

Link existing journal entry to appointment

  1. In the Journal entry dialog box click the Unlinked tab. This tab will display journal entries that are available to be linked to the appointment. 
  2. Highlight a journal entry that you wish to link to the appointment
  3. R-click and select Link or click the Link button at the bottom of the screen.

  

4. The journal entry will be removed from the Unlinked tab and move to Linked.

Unlink journal entry from appointment

  1. In the Journal entry dialog box click the Linked tab. This tab will display journal entries that are currently linked to the appointment. 
  2. Highlight a journal entry that you wish to unlink from the appointment
  3. R-click and select Unlink or click the Unlink button at the bottom of the screen.


   

4.  The journal entry will be removed from the Linked tab and move to Unlinked.


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