Select the rule that will be addressed.  Then click the Add Addressed Date button.

In the lower region of the Health Maintenance section, click the Action drop-down arrow and select the appropriate action for the rule.

When a specific action is selected the items displayed in the basic section will change.  

Choosing the action of "Performed" will display:

1. A drop down box to select the clinic staff member that performed the rule
2. A drop down to select where the item was performed

• Selecting the Action " Deferred" will display who deferred the item and why it was deferred.
• Selecting the Action  "Reminder given" will display how the reminder was given.  
• Selecting the Action "Declined" will display why this item was declined.

Once the issues are addressed for the visit, click the Transfer to SOAPnote button.  Documentation of the rules that have been addressed will be added to the Plan field in the current SOAPnote.