You can quickly start an encounter for a patient directly from your Visits dashboard.

Steps

1. From the main menu, click Visits. the Visits dashboard opens.

2. Click an appointment from the list. In the window that appears, click Start Encounter.

This automatically links your encounter with the appointment and populates any presenting issues, Qnaires, and templates. It also updates the appointment status to Being Seen.

💡 Tip: You can also manually change the appointment status from the Visits dashboard (see Changing the appointment status from the Visits dashboard).

Updated December 29, 2021

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