Adding a Hold

• At times, it is necessary to place a hold on an account to inform clinic staff of actions that need to be completed for a particular client. When the client arrives at the front desk for a clinic visit, staff directs him or her to the appropriate area to satisfy the hold.
• In the client file, click on the Holds/Appt tab. View as is set to Grid by default, but you may switch to Calendar view in the drop down menu.

• Below the Hold grid, you can set the grid to display All holds, only Active holds, previously Removed holds, and Future holds.

!By default, only Active holds will display. These are holds with an effective date of today or a previous date.

Click on the Add Hold button on the bottom of the screen, and the Add Hold window will display.

• The Effective Date is the date that the hold becomes active.
• From the Type of Hold drop down menu, choose the reason for the hold on the client’s account.
• The Hold Text box allows you enter specific information related to the hold.
• Check the Hold at Front Desk box for the hold to be displayed at the Front Desk.
• Check the Show at Nursing Station box for the hold to be displayed to the nursing staff.

!A Stop Dosing hold will prevent the client from receiving medication at the window. Special rights are required both to add and/or remove Stop Dosing Holds

• Click the Save button to add the hold to the client’s file.
• Click the Cancel button to cancel the hold.