You can customize various settings in encounters to tailor to your personal needs. When you change these settings, they affect only your encounters, and not those of other users.


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.



Natural Language Paragraphs

You can chose which section the "Natural Language Paragraphs" should populate into.

Initial Insertion Mode will allow the Natural Language to automatically attach to the selected section without prompting you.

Qnaire responses

Qnaire responses can be pulled into the Encounter. You have the option to include the qnaire responses for that specific day.

Growth Chart

Update growth chart on save: Automatically updates the growth chart when the encounter is saved. For more information, see Using growth charts.

Diagnostic Code

You have the option of syncing diagnostic codes (in the Assessment and Plan Section) with the billing items in the Encounter.


You are able to select how many previous vital records you would like to see in the Encounter.

Hide Selected Section(s)

You have the option of "hiding" specific sections within the Encounter.

4. Click Save.

Updated May 28, 2021

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