There are several ways to track unsigned encounters. This is important to ensure that all encounters are completed.
You can track unsigned encounters via:
Patient folders, to view all patients with open but unsigned encounters. Does not check for appointments without an encounter. For instructions on how to use patient folders, see Viewing patient folders.
Practice Profile dashboard (only clinics with Analytics), to run more in depth reports. For instructions on using Practice Profile to track unsigned encounters, see Practice Profile Embedded View (Family Practice example) or Practice Profile Embedded View (Specialist example).
The Schedule or Visits dashboard, to view all appointments without an encounter or with unsigned encounters. See the steps below for detailed instructions.
Tracking unsigned encounters in the Schedule and Visits dashboard
On the Schedule and Visits dashboard, appointments that are linked with a signed encounter note are greyed out and have a feather icon. In this way, all other appointment statuses stand out.
💡 Tip: An appointment with a linked encounter note that is started but not signed has a status of Being Seen.
Navigate to the day on the Schedule or Visits dashboard that you want to check for missing or unsigned encounters.
Select all Practitioners and Services you want to check.
💡 Tip: If you are a provider and want to see only your unsigned encounters, select only your name.
Select all Statuses except for Note Signed.
💡 Tip: To quickly select all statuses, click Invert Selections.
In the schedule, click Apply, or in the Visits dashboard, click outside of the filter window. You now see only the appointments without linked signed encounters.
💡 Tip: If you do not have a lot of appointments, instead of using the filters, you can manually look at the schedule or Visits dashboard to check the appointment statuses.
Updated November 4, 2022