Quick Reference — To mark an encounter as a transition of care encounter
You can mark an encounter as a transition of care encounter in the Reason for Visit step of the Intake checklist or in the Review step of the Exam stage. The best practice is for an MA, nurse, or other staff to mark the encounter as a transition of care encounter during the Intake stage.
Note: For more information, see Transition of care documents and the Medicaid PI HIE measure on the Summary of Care Record/Continuity of Care Document page.
- To begin the Intake stage, click Go to Intake in the upper right corner of the screen.
The Intake checklist appears in the left panel with the Reason for Visit section at the top.
- Newly referred patient or a patient being referred back — Select this option if you are seeing the patient for any of the following reasons:
- First time, as the result of a referral.
- After the patient has completed care with a provider that you referred the patient to.
- Follow-up visit after a recent discharge from a hospital or emergency room.
- Complete the Intake stage.
See To complete transition of care documentation during the encounter.