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Patient Encounter: Plan/Orders

Version 14.19

About Patient Encounter: Plan/Orders

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Encounter > New or Open Note button > Plan/Orders

The Patient Encounter helps to code and complete an encounter visit. The encounter note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note. The note is added to the patient chart.

The Plan/Orders window  adds/modifies the plan and patient instructions for the encounter. It also includes the Order Worksheet, allowing you to place lab orders, medication orders, patient education, surveys, and follow up visits.

Patient Encounter: Plan/Orders Map

Plan/Orders buttonThe Plan/Orders button opens the Plan/Orders window in the patient's encounter note.
Encounter Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
Complete List buttonThe Complete List button provides a complete list of encounter templates.
Prior Notes buttonThe Prior Notes button views prior notes and messages for the selected patient.
Plan panelThe Plan panel text box provide notes to the plan (solution) and patient instructions.  The notes in this text box will appear based upon the template chosen.
Phrase Construction buttonThe Phrase Construction button opens the Phrase Construction window.  Phrase Construction assists with the creation of notes and other text-based descriptions.
Copy button
The Copy button copies the text in the plan notes and pastes the notes in the patient instructions text box.
Patient Education Given checkbox
The patient education given checkbox provides an indication that the patient was provided with the proper instruction for the reason of the patient encounter visit and the solution to resolve the diagnostic assessment.  
Patient Instruction
The Patient Instruction are used to provide notes inside the Plan or Patient Instruction text box.  The notes in this text box will appear based upon the template chosen.
Order Worksheet
The Order Worksheet assigns tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet.  Tasks can also be assigned through each of the tabs located on the Order Worksheet.
  • : The Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status.
  •  : The Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location.
  • : The Diagnostic Test and Lab Entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location.
  •  : The Immunization tab allows you to create and modify tasks for immunizations in this location.  Clicking the needle icon accesses the patient’s immunization chart.   Recommended vaccines are indicated at the bottom of the order worksheet.
  • : The Patient Education tab allows you to create, modify, and view resource/handout orders from this location.
  •  : The Survey tab allows you to create, modify, and administer survey orders from this location.  Clicking the Do Now button opens the Survey window.
  •  : The Follow Up Task tab allows you to create and modify follow up orders, and select to schedule a followup from this location.  Clicking the Do Now button opens the Schedule and Practice Workflow window
  •  : The Other Task tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks from this location.  Clicking the Add Referral Letter button opens the Referral/Care Transaction Details window.

Do Now buttonThe Do Now button performs the selected task.
Create buttonThe Create button creates a checklist of tasks for the current tab.
All TemplatesThe All Templates field is used to select an encounter template that was created or edited in the Encounter Template Editor.  Predefined information will appear in the encounter when a template is selected.
Version 14.8

There is no Plan/Orders specific window in OP 14. You can find these fields in Patient Encounter: Assess/Plan in OP 14.