How do I use an outpatient note authored by a clinical clerk for a letter?

Question: Why is my consult letter blank after pulling in my clinical clerk's outpatient note?

Context: If, when using the "Communication" activity in Connect Care, a supervising physician attempts to send a letter populated with an outpatient (ambulatory clinic) note authored by a clinical clerk, the note will not be incorporated into the letter. Outpatient notes authored by clinical clerks will not upload to Netcare, even after they are signed off by a staff physician. 

Answer: To use an outpatient note authored by a clinical clerk, the supervising physician must either make themselves the author of the note, or create a copy of the note. The latter option uses the "Copy and Create" function to take the text from the note authored by a clinical clerk and make a new note with the supervising physician as the author; see the steps below. Once these steps are followed, the Communication function can then be used to route the outpatient note as a consult letter to Netcare and selected recipients.

  1. Click "Edit" on the note authored by the clinical clerk.
  2. At the bottom left of the note, click the icon that looks like two overlapping pieces of paper (click the camera icon below to see a screenshot. This button will copy the note text and create a new note with the supervising physician as the author. Then, complete the note:
    • Add to the note as necessary. 
    • Select "Send to PCP & referring" or, if desired, use the Communications tool in the "Wrap Up" activity to have a consult letter sent to Netcare.
    • Click the "Accept" button. 
    • Once the visit is signed, the letter will be routed.