TCM1000080 | How to check or update the PAD notes

Step 1

If you are in an open record, go to Step 2.

If you are not in an open record, go to Step 3.

Step 2

On the ‘CPT’ desktop screen

• select the ‘POca Control Panel’

• select ‘View Worklist’. You will be taken to the ‘View Worklist’ screen

• select the record you are working on

• select ‘open New PAD’

• go to Step 4.

Step 3

In Microsoft Excel

• select ‘SEES’ on the toolbar

• select ‘xmls Forms’ from the options available

• select ‘National’

• select ‘POca Request’ from the options available

• select ‘OK’. You will be taken to the ‘PAD’ main screen

• go to Step 4.

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Step 4

If you are checking the PAD notes

• read the notes entered in the PAD notes box

• take no further action

If you are updating the PAD notes

• select the PAD notes box

• enter the standardised message or update followed by your initials

• click the ‘Save’ macro button at the top left corner of the PAD. You will be taken to the POca Worklist.

• click the ‘Show Open’ macro and double click on the case you are working

• click the ‘Archive’ macro

• take no further action.