Patient Encounter: Visit Info

Version 20.10

About Patient Encounter: Visit Info Tab

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Encounter > New or Open Note button > Visit Info

The Visit Info window displays the details of the visit such as time, date, place, type, nurse, provider, supervised, patient location, and length of visit. Telehealth information is entered in this tab.

Patient Encounter: Visit Info Map

Number
Section
Description

1

Visit Info buttonThe Visit Info button displays the Visit Information window in the patient's encounter note.

2

Encounter Function buttons
The Function buttons deletes an entire encounter note, edits an encounter note, or saves an encounter note.
3
Flag as Incomplete checkbox
The Flag as Incomplete checkbox marks an encounter as unfinished.

4

Visit Information 

The Visit Information fields indicate the details of the visit such as: Visit Date/Time, Place of Service, Practice Location (when the practice is a multi-location practice), Appointment Type, and visit participants.

5Independent historianThis drop-down is used to choose a patient's family contact or to be used as a free-text field to document who is providing the patient history to the provider.
6Assisted by a translator checkboxThe Assisted by a translator checkbox is used if there is a translator being used to communicate with the patient. As of 11/24, this is under consideration by AMA as a valid MDM action and therefore will not be counted by OP at this time, click here for more information.
7Telehealth InformationThe Telehealth fields indicate the Provider Location, Patient Location, and Length of Visit in minutes for Telehealth encounters. When the Provider Location and Patient Location fields are populated, the Place of Service updates to Telehealth. If information is removed in Provider or Patient Location the Place of Service will revert back to Office.
Version 20.8

About Patient Encounter: Visit Info Tab

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Encounter > New or Open Note button > Visit Info

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 Visit Info window displays the details of the visit such as time, date, place, type, nurse, provider, supervised, patient location, and length of visit. Telehealth information is entered in this tab.

Patient Encounter: Visit Info Map

Number
Section
Description

1

Visit Info buttonThe Visit Info button displays the Visit Information window in the patient's encounter note.

2

Encounter Function buttons
The Function buttons deletes an entire encounter note, edits an encounter note, or saves an encounter note.
3
Flag as Incomplete checkbox
The Flag as Incomplete checkbox marks an encounter as unfinished.

4

Visit Information 

The Visit Information fields indicate the details of the visit such as: Visit Date/Time, Place of Service, Practice Location (when the practice is a multi-location practice), Appointment Type, and visit participants.

5Telehealth InformationThe Telehealth fields indicate the Provider Location, Patient Location, and Length of Visit in minutes for Telehealth encounters. When the Provider Location and Patient Location fields are populated, the Place of Service updates to Telehealth. If either if the information in either of these fields is removed, the Place of Service consequently reverts back to Office.