Add, Edit, or Retire Encounter Questions

Version 20.16
Path: Clinical tab > More button (Customize group) > Encounter Questions button

About

Encounter Questions are displayed in the following Groups: Exam, ROS, History, HPI, Plan, Development, and Anticipatory Guidelines. Exam, ROS, and History can be customized or retired. Anything edited in these sections will be available to use in the Well Visit and Encounter templates.

Add, Edit, or Retire a System

Add a System

  1. Navigate to the Encounter Questions window following the path above.
  2. From the Groups drop-down, choose a Group.
  3. Click the Addbutton located in the top section of the window. A blank line is displayed.
  4. Complete all of the fields for the new System. The Sort Order and OP ID are automatically populated once you save.
  5. Click the Savebutton.
  6. (Optional) Use the up/down arrows to move the System up or down.

Edit a System

  1. Navigate to the Encounter Questions window: Clinical tab > More button (Customize group) > Encounter Questions button.
  2. From the Groups drop-down, select the Group that includes the System you want to edit.
  3. Click the Editbutton located in the top section of the window.
  4. Make the necessary edits to the description, sort order, section, and/or exam type.
  5. Click the Save button.
  6. (Optional) Use the up/down arrows to move the System up or down.

Retire a System

  1. Navigate to the Encounter Questions window: Clinical tab > More button (Customize group) > Encounter Questions button.
  2. From the Groups drop-down, select the Group that includes the System you want to retire.
  3. Click to select the System located in the top section of the window.
  4. Click the Edit button located in the top section of the window.
  5. Select the checkbox in the Retired column.
  6. Click the Save buttonThe Audit Trail for Enc Builder Question window is displayed.
  7. Select a reason and click OK.

Add, Edit, or Retire a Question 

Add a Question

  1. Navigate to the Encounter Questions window: Clinical tab > More button (Customize group) > Encounter Questions button.
  2. From the Groups drop-down, choose a Group.
  3. Click the Add button located in the bottom section of the window, a blank line is displayed.
  4. Complete all the fields for the new Question. The Local ID is automatically populated.
  5. Click the Save button.
  6. (Optional) Use the up/down arrows to move the question up or down.

Edit a Question

  1. Navigate to the Encounter Questions window: Clinical tab > More button (Customize group) > Encounter Questions button.
  2. From the Group drop-down, choose a Group.
  3. Click to select the Question, and click the Edit button located at the bottom section of the window. 
  4.  Make your edits to the description, sort order, scope, sex, etc.
  5. Click the Save button. The Audit Trail for Enc Builder Question window is displayed.
  6. Select a reason for the change, and click OK.
  7. (Optional) Use the up/down arrows to move the question up or down.

Note: You may edit the Social History Questions if the edit doesn't change the meaning of the question. If changing the meaning of the question, it's recommended to add a new question.

Retire or Delete an Encounter Question 

You may delete a recently added question only if it hasn't been used. If you need to delete a question that has been used, follow the steps below to retire an Encounter Question. 

  1. Navigate to the Encounter Questions window: Clinical tab > More button (Customize group) > Encounter Questions button.
  2. From the Group drop-down, choose a Group.
  3. Click to select the Question to retire located at the bottom section of the window.
  4. Click the Retire button. The Audit Trail for Enc Builder Question window is displayed.
  5. Select a reason, and click OK.

Additional Actions

  • Refresh: Allows you to refresh any changes made to the Encounter Groups or Questions.
  • Import: Allows you to import questions to the Encounter Questions.
  • Export: Allows you to export a particular set of Encounter Questions and/or Groups.
  • Clean-Up: Allows you to clean up (delete) any Encounter Group(s)/Question(s) that are duplicated and that have not been used in any templates. This is irreversible.