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Start a Patient Visit

Version 20.7
Path: Clinical, Billing, or Practice Management tab > Schedule button > Tracking radio button

Overview

The method for starting a patient visit differs depending on who is working with the patient. The sections below outline the steps that Clinical Staff will take to begin the visit, and the steps that the Provider will take after the Clinical Staff has completed their documentation.

Click + to expand the sections below.

Clinical Staff

Start an Encounter

  1. Navigate to Tracking by following the path above.
  2. Click to select the patient you will be working with. 
  3. Change the Visit Status by clicking the Visit Status and selecting the status from the drop-down.
  4. Select a room from the Room field drop-down to display the room where the patient will be seen.
  5. Right-click on the highlighted patient.
  6. Select Open encounter.

  1. A confirmation window is displayed asking you to confirm the template for the visit. Click Yes to use the listed template or No to proceed without using the template. 
  2. If you selected Yes to apply the template, you are presented with the Apply Template dialog window where you will select or deselect the sections of the template you want to include or exclude, and click OK.

Start a Well Visit

  1. Navigate to Tracking by following the path above.
  2. Click to select the patient.
  3. Change the Visit Status by clicking the Visit Status and selecting the status from the drop-down.
  4. Select a room from the Room field drop-down to display the room where the patient will be seen.
  5. Right-click on the highlighted patient.
  6. Select Open well visit.
  7. A confirmation window is displayed asking you to confirm the template for the visit. Click Yes to use the listed template or No to proceed without using the template. Be sure to confirm that the correct gender is displayed in addition to the age for age/gender-specific templates.

Provider

The following steps assume that the Clinical Staff has already begun a Visit Note for the patient.

Start an Encounter

  1. From the Patient Tracking window, click to select the patient.
  2. Change the Visit Status by clicking the Visit Status and selecting the status from the drop-down.
  3. Click the Chart button.
  4. If presented with the Active Problems, Medication Allergies, and Medication confirmations, either click OK to set the indicator or click Cancel to dismiss the indicator. The Patient Chart window is displayed.
  5. Click Encounters in the Chart Navigation Panel. The patient's Encounters are displayed, with the most recent (current) at the top.
  6. Select the correct Visit Note, and click the Open Note button.

Start a Well Visit

  1. From the Patient Tracking window, click to select the patient.
  2. Change the Visit Status by clicking the Visit Status and selecting the status from the drop-down.
  3. Click the Chart button.
  4. If presented with the Active Problems, Medication Allergies, and Medication confirmations, either click OK to set the indicator or click Cancel to dismiss the indicator. The Patient Chart window is displayed.
  5. Click Well Visits in the Chart Navigation Panel. The patient's Well Visits are displayed, with the most recent (current) at the top.
  6. Select the correct Visit Note, and click the Open Note button.