LOCATE - Archived Copies

Notes:

• Saved copies of the Patient's Nutrition Schedules are stored in the Patient’s "Files & Forms".

• When a receipt is created and the "Setting" is Enabled, the associated Nutrition Schedule will automatically be archived in the Patient's Files & Forms.

Access Saved Nutrition Schedules:

1. Select the “Patients” area in the green, left-hand side menu.
2. The above action takes you to the “Patients” page.
3. Select the desired Patient from the “Patient List”.
4. The above action takes you to the Patient’s “Patient Dashboard” page.
5. Select the “Files & Forms” button located at the top of the page.
6. The above action takes you to the “Files & Forms” page.

7. Group entries by selecting the green “Group By (Date/Type)” button.

   • Select the green “Group By Type” button.

   • The above action groups entries by Type.

   • Under the “Nutrition Schedules” group, view all saved historical Nutrition Schedules.