Clinical: Start a Sick Visit (Encounter)

Version 14.8

In this section you will find the steps for opening an Encounter from the Tracking Window

  • You will need to be in the Schedule and Practice Workflow Window:  Press 'F7' on your keyboard or Click the Sched button  on the Smart Toolbar.
  1. Click on the Tracking tab.
Note:  The patient tracking shows where the patient is in his/her visit. For example, the patient is in with the triage nurse or the patient is in with the doctor.

In the below example, Nancy Test has checked in and is in the 'Waiting Room'; Robert Test is in the 'Ocean Room' with the nurse; Henry Test is in the 'Safari Room' waiting for the doctor.

Schedule and Practice Workflow: Tracking Screen

  1. Select the name of the patient you will be seeing. Once you Click on the name, you will see the line highlighted blue.
  2. Change the 'Visit Status' and 'Room Name' as applicable. Select the appropriate status and room from the drop down using the drop down arrow on the right hand side of the column.

Note: The Room Names and Visit Stages are customized for each pediatric practice.

Schedule and Practice Workflow: Tracking Screen

  1. Click the 'right mouse button' on the highlighted line. A dialogue box will open. Select Open encounter.

Schedule and Practice Workflow: Tracking Screen

For sick visits - choose Open Encounter.


Note:  

Select Open encounter to start a note for sick visits, follow up visits, weight checks, shots only visits, etc.
Select Open well visit to start a preventive/well child visit note.