The encounters of the current month can be accessed from Dashboard by clicking on the “Not Started” or “In Progress” links in the Encounter List queue. The Encounter List screen is displayed with the list of current month encounters for selected criteria.

 

To view current month encounters:

 

On the Dashboard screen:
Click the “Not Started” link to view the list of visits for which encounter is yet to be started. Click the start encounter icon Start Encounter iconpresent at the end of each entry in the grid to start new encounter.
Click the “In Progress” link to view the list of visits for which encounter is already started. Click the edit encounter icon Edit Encounter Icon present at the end of each entry in the grid to view or edit encounter.

Notes:

 

This feature can be accessed by providers by default. An authorized user can allow other staff members to access this feature from Roles & Permissions section of the Administration screen.
If user is a provider then system displays the number of encounters of the current month for that logged in provider on Dashboard.
If logged in user is an assistant, staff, or practice admin user then all providers’ encounters count for the current month is displayed on Dashboard.

 

    See also,

 

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