Using Encounter Notes

Customizing your Encounter Screen Layout
When you're inside of an encounter note, the entire patient chart remains accessible around the outside of the main charting area. By default, the diff...
Fri, 6 Dec, 2019 at 11:55 AM
Creating and Cloning SOAP Notes
To create a new, blank encounter note, click on the plus sign + at the top right corner of the Encounter Notes block in the patient's chart. This will ...
Fri, 6 Dec, 2019 at 12:07 PM
Managing Your SOAP/ Encounter Types
You can now manage your encounter/SOAP types via Admin > Manage > Encounter Types. Add new encounter types and edit or delete existing types as ne...
Fri, 6 Dec, 2019 at 11:20 AM
Encounter Note "Ownership"
A signed encounter note is owned by the signing user. This will automatically assign all ownership for charges that were added inside the encounter note to ...
Fri, 6 Dec, 2019 at 10:08 AM
Searching Encounter Notes
You can open up ALL of a patient's encounter notes in a sortable, searchable view by clicking on the  icon at the top right of the Encounter Notes bloc...
Fri, 6 Dec, 2019 at 9:40 AM
Signing Encounter Notes & Sharing the Visit Summary
When you're completely finished with a note, click "Save and Sign" to finalize. Once a note is signed, diagnoses, plan items, and text are no...
Fri, 6 Dec, 2019 at 12:36 PM
Co-Signing Encounter Notes
Requesting Co-signature Any user can be set up as someone who must or may have their encounter notes co-signed by another provider, for example a supervisi...
Fri, 6 Dec, 2019 at 11:01 AM
Pushing a submitted form into the text of an encounter note
First, open the form/questionnaire from inside of the open encounter note. If you've already created the encounter note, double click on the orang...
Fri, 6 Dec, 2019 at 11:50 AM
Recovering lost (or unsigned) SOAP notes
If you were working on an encounter note and lost your progress, don't worry! There is an autosave function that saves the text of your encounter note...
Fri, 6 Dec, 2019 at 12:01 PM
Wellness Plan and Supplement Plan
There are two tools for patients and providers to see at a glance an entire patient plan across more than one visit -  the Wellness Plan and the Supplement ...
Fri, 6 Dec, 2019 at 11:22 AM