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Finalize Open Encounters (Sick Visits)

Version 14.19

Overview

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

  1. Click the Encounters button from the Schedule and Practice Workflow window. The Encounters window displays.

Note: To view Encounters from prior dates select a value from the Dates radio button selections.  To view Encounters for other users, select from the Scope field.

  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary button.
  4. Review your note and make any necessary changes.
  5. Click the Finalize button.

Note If the summary window does not display select when the note opens to review if changes are required.

Version 14.10

Overview

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

  1. Click the Encounters button from the Schedule and Practice Workflow window. The Encounters window displays.


Note: To view Encounters from prior dates select a value from the Dates radio button selections.  To view Encounters for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary button.
  4. Review your note and make any necessary changes.
  5. Click the Finalize button.


Note: If the summary window does not display select when the note opens to review if changes are required.