Encounter Oversight Checklist
The page allows you to create a custom checklist of questions to appear in each encounter review document. Each question has a drop-down list associated with it, with the options blank, Yes, and No. This checklist is used with the Encounter Oversight feature.
How do I get to this page?
On the Main Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Encounter Oversight, click Encounter Oversight Checklist
User access and permissions
To access this page, your practice must have the Encounter Oversight feature enabled, and you must have the Clinicals Admin user permission.
To configure an encounter oversight checklist
- Display the Encounter Oversight Checklist page: On the Main
Menu, click Settings > Clinicals. In the left menu, under Practice Links — Encounter Oversight, click Encounter Oversight Checklist.
- Click add new.
Additional fields appear. - Name — Enter the question text.
- Ordering — Enter the question order.
Tip: Space ordering numbers 10 apart, so it's easier to insert new questions or reorder, if necessary. - Input — Enter the type of input you would like the oversight provider to see on the encounter review document.
- Dropdown — Select this option to create a drop-down menu.
- Yes/No — Select this to create a Yes/No option.
- Custom — Select this to add as many options as you like.
- Radio buttons — Select this option to create options.
- Yes/No — Select this to create a Yes/No option.
- Custom — Select this to add as many options as you like.
- Freetext — Select this option to allow the user to enter free text.
These fields will appear in the encounter review document.
- Dropdown — Select this option to create a drop-down menu.
Field Reference
| Name | Enter the question text, for example, "Is the treatment congruent with the diagnosis?" |
|---|---|
| Ordering | Enter the question order. |
| Input Type and Input Class |
Enter the type of input you would like for the oversight provider to see on the Encounter review document.
|