How to set up a new encounter

Start / Conduct Encounter

1. Double click on Patient name in calendar to begin encounter.  Hit the + symbol to create an encounter.

If new encounter screen does not appear click navigation menu Patient/Client > Visits > Create Visit

2. Enter Consultation Brief Description

3. Select if not already present, Visit Category, Sensitivity, Date of Service

4. Click issues associated with this encounter if present (right hand issues list)

5. Click the 'Save' button at top

6. New encounter summary panel appears; proceed with encounter using forms from shaded menu bars at top of encounter summary panel.

Encounter Summary - returns to this summary screen

Administrative - quick access to modules in navigation menu:

Fee Sheet - also accessible from Administrative (grey bar) > Fee Sheet

Misc Billing Options HCFA - from Patient/Client > Visit Forms

New Encounter Form - also from Patient/Client > Visits > Create Visit

Procedure Order - also from Patient/Client > Visit Forms

Clinical Instructions - also from Patient/ Client > Visit Forms

7. Click 'Save' buttons at top or bottom of all forms

8. Add Medications, New Problems, Issues, etc in Patient summary screen

9. If new Issues were introduced, click Issues link in patient summary screen and associate Issue with encounter

10. Return to Calendar and select next patient