How do I create a note?

Follow the steps below to create a note or watch a video here: 

Note: Click here to learn how to clone a note.

1. From your chart's dashboard, select "Compose Note" from the "Entries" drop-down.

2. You can choose between the six note templates: Intake, Free Text,  SOAP note, Vitals, Labs, and Rating Scales. You can use Luminello's templates or create your own using our form builder (available for premium subscribers). 

Note: you should not copy/paste into Luminello from an external program, such as MS Word or other text editors. See this article for more info.

3. Under "Objective," you can add current medications and enter vitals into your note. In the "Assessment" section, begin typing in the ICD-10 code or diagnosis name, and you will be able to choose from a pick-list. 

4. If you wish to book an appointment from a note, click the "Action" drop-down and select "Book Appointment." Then follow the standard process for booking an appointment.

5. You can e-prescribe by clicking on "E-prescribing." Then follow the standard process for sending a prescription.

6. You can record the billing by checking the "Record billing info" box, and generate an invoice for the session automatically once the note is signed by checking the "Auto-generate invoice" box. Fill in the appropriate information such as the procedure code, fee, and, if payment was received at the time of service, the method and amount. If you choose not to bill for a session, uncheck the "Bill for this session" box, otherwise, you will not be able to sign the note. You can adjust the default state for this setting in Charts>Settings. 

7. When you are done entering the note details, you have the following options:

•  Save your note as a draft. See: How do I retrieve a draft?

Or...

• Sign your note. 

If you have any questions, please contact us.