The following instructions are to Create Encounter Template. Note: It might be helpful to review additional articles for Create Encounter Step and Create Encounter Screen.
- Access Admin > Encounters / Interviews > Encounter Templates.
- Click the + icon.
- Complete the required fields.
- In the Available Steps section, click the + icon for the workflow step to include in the encounter. Repeat the process until all required workflow steps have been added.
- In the Current Steps section, hover your cursor over the ellipsis, then click and hold, and drag and drop the workflow step to the order in which you want it to appear in the encounter. See Example
- Click 'Save.'