Quick Reference — To enter encounter prep information
- In the schedule on the clinician home page, click a future appointment.
- Click Go to Intake Prep or Go to Exam Prep.
- Document as you would in an encounter.
Note: You cannot sign orders, enter vitals and measurements, or close the encounter. See Actions unavailable in encounter prep mode for more information. - In the Prep Note section (found in the Reason for Visit section), enter any notes or reminders to yourself and other clinical staff.
- Click Done with Intake Prep or Done with Prep.
- Modify the documentation as needed during the encounter.
When the encounter begins, the data converts to active encounter documentation and can be modified as needed during the encounter. - After an encounter has been prepared, you will see the appointment marked PREPPED in the schedule.
Hover your cursor over PREPPED to see who last prepared documentation and when.
Important: If the appointment is moved or cancelled without being rescheduled, the prepped documentation is deleted. If the appointment is rescheduled, the prepped documentation moves to the rescheduled appointment.