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To add a new encounter record or to work with or view an existing record, complete the following steps from the AWARDS Home screen:
TIP: If the encounter records to be worked with are for a former (discharged) client, first click the Archives toggle to the right of the client selection option.
The index page is automatically refreshed to display any existing encounters for the selected client.
TIP: When working on the index page, records are easily accessible using the following tools and navigation features:
Sorting options - By default records in the index are sorted chronologically by date, from newest to oldest; however, the index can also be sorted by Start Time, End Time, Provider, or Encounter Type. To do so, click the corresponding column header in the table. Clicking a column heading a second time reverses the sort order.
Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.
Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.
ReportBuilder access - The Encounters ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature. For instructions on using that ReportBuilder, click here.
Add a new encounter record - To do so, click the add new icon from the action bar above the encounters table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The record is saved, and a confirmation page is displayed.
TIP: For more information on each field/option available on the data entry page, see Encounter Fields / Options.
Update an existing encounter record - To do so, click the record to be updated, or click the checkbox to the left of that record and then click the edit icon from the action bar above the records table. The data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The record is saved, and a confirmation page is displayed.
TIP: For more information on each field/option available on the data entry page, see Encounter Fields / Options.
TIP: During the update process one or more options may be available to you in the left-hand menu to access other portions of the client's records. Click an option to navigate to the corresponding record.
View or print an existing encounter record - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the records table. A read-only version of the record is displayed and can be printed as needed using your browser's print option.
Delete an existing encounter record - To do so, click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the records table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected record(s) are deleted and the updated index is displayed.
Generate a clinical summary for the client - To do so, click the checkbox to the left of the record for which the summary is to be generated, and then click the generate clinical summary icon from the action bar above the records table. A content selection page is displayed; by default, all content is included in the summary. Limit the content as needed by unchecking any of the options listed here. When the content is set, click CONTINUE to proceed to the Generate Clinical Summary page; use the links found there to view, download, or transmit as needed.
Generate a progress note for the encounter - To do so, click the checkbox to the left of the record for which the progress note is to be generated, and then click the generate progress note icon from the action bar above the records table. The Progress Note Data Entry page is displayed, with the date, start time, end time, and duration populated with information from the encounter record. Complete the progress note as needed. (For more information on the data entry process, click here.)
TIP: This action bar item provides a shortcut to the progress notes functionality. All progress notes, including any composed in this way, are also accessible from within the Progress Notes feature in the Services - Individual module.
Return to the Encounters index - To do so, click the To Index icon from the action bar while working in a record to return to the index page. You can also return to the index page at any time by clicking Encounters from the breadcrumbs trail below the AWARDS navigation bar.
The process of working with encounter records is now complete.
https://demodb.footholdtechnology.com/help/?12185
