Working from Patient Tracking

Version 14.8


This section will introduce the users to the steps required to begin an Encounter visit. The user will be guided through the windows of an encounter (sick visit) with steps to easily finish the visit. This section is specific to the provider workflow.

  1. Click the Sched icon located on the toolbar. The Schedule and Practice Workflow window displays.
  2. Select the Tracking button located on the panel to the left of the schedule. 

  1. Click the dropdown arrow at the Visit Status column and change to MD: In Progress

Note: The Visit Status list may be different at each practice. Select the appropriate status to indicate the provider is seeing the patient.