You can customize various settings in encounters to suit your needs. When you change these settings, they affect only your encounters, and not those of other users.
Steps
1. Open a new or draft encounter.
2. In the bottom-right corner of the encounter, click the gear icon.
The Encounter Settings window opens.
3. Customize your settings, using the following table as a reference.
Setting | Description |
Natural Language Paragraphs | Select which section should be populated with the Natural Language Paragraphs configured in Qnaires. For more information, see Setting up natural language in Qnaires.
Select if you want the natural language paragraph to populate at the Top or Bottom of any text already in the section or that is part of your encounter template.
Initial Insertion Mode adds your initials when you first start typing. |
Qnaire Responses | You can automatically include any Qnaire responses for that specific day in the encounter, instead of manually adding them using +Attach a Qnaire Response.
📌 Note: Regardless of this setting, any pre-visit Qnaires attached to appointments are automatically included when the encounter is linked to the appointment. |
Diagnostic Code | Select to link your diagnostic codes in the Assessment and Plan section with any billing items created in the encounter. See Syncing diagnosis codes. |
Vitals | Select how many previous vital records you would like to see in the encounter. See Displaying a patient's previous vitals and measurements in encounters.
💡 Tip: You can further customize your table (see Customizing what vitals and measurements entry columns display in encounters). |
Hide Selected Section(s) | You have the option of hiding specific sections within the encounter. |
4. Click Save.
Updated April 22, 2024