Create a Prep Encounter

The following instructions are to create a prep encounter.

Instructions

The encounter template cannot be created until an appropriate screen and step are available, thus, the instructions to add a new screen and a new step are included. 

Create New Encounter Screen

1. Access Admin > Encounters / Interviews > Encounter Screen Library.
2. Click the + icon.
3. Select Add Screen.
4. In the Category field, select the option that is appropriate for your office, we recommend "History." 
5. In the Name field, input a screen name. Note: Our suggestion is "Vital Screening and Testing w/Temp."
6. In the Test Category dropdown menu, select Vitals.
7. Click the + icon for Temperature and Vital Signs to add them to the Current Tests column.
8. In the Test Category dropdown menu, select Miscellaneous Tests.
9. Click the + icon to add one of the following: Minimal Documentation, Moderate Documentation, Thorough Documentation.
10. Click 'Layout Screen.'
11. The tests you have added are stacked on top of each other. Focus your cursor in the header of the tests, right click, and hold the right click. Move the tests to the desired position.
12. Click 'OK.'
13. Click 'Save.'

Create New Encounter Step

1. Access Admin > Encounters / Interviews > Encounter Step Library.
2. Click the + icon.
3. In the Name field, input "History ROS/PFSH."
4. In the Screen Category dropdown menu, select History.
5. Click the + icon for the ROS and PFSH screen. 
6. Click 'Save.'
7. Click the + icon. Note: This will add another screen.
8. In the Name field, input "Vitals Screening."
9. In the Screen Category field, select Vitals from the dropdown menu. 
10. Click the + icon for Vital Screening w/Temp.
11. Click 'Save.'

Create New Encounter Template

1. Access Admin > Encounters / Interviews > Encounter Templates.
2. Click the + icon.
3. In the Name field, input "Patient Prep Encounter."
4. In the Available Steps section, click the + icon to add the following: Check In, History ROS/PFSH, Vitals Screening, Assessment & Plan, Check-Out.
5. Click 'Save.'