Step 1: From the main dashboard, click on “Patient Tab”.
Step 2: In the Patients Tab:
Search and select the patient’s name.
Click on the thunder icon (Quick Encounter).
Step 3: Fill in the Quick Encounter details:
Encounter Date and Time
Select Provider and Service
Appointment Day and Time.
Step 4: Send Video Link By SMS/Email - For appointment reminder notification.
Step 5: Click "Save" to complete the encounter.
Where to See the New Encounter
Option 1:
Open the patient’s profile from the search or patient list.
Go to the “Consults” - “Encounter’ tab to view the newly created quick encounter.
Option 2:
Go to your dashboard.
Go to the “Consults” - Additional “Select Year and Date’ then See the encounter.
Option 3:
Open the dashboard.
Go to the “Calendar” - Select “Month and Date” to view the newly created quick encounter.
This method ensures that encounters are efficiently documented, making it easy for providers to track interactions.