Encounter Plans

1. Display the Encounter Plans page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — History/Intake, click Encounter Plans.
2. Click Create New Plan.
3. Encounter plan name — Enter a short, descriptive name for the encounter plan.
4. Users — Click All to make this encounter plan available to all providers in your practice, or click Selected to make the encounter plan available only to the providers that you select from the list.
5. Specialty — If your practice uses the multispecialty feature, click All to make this encounter plan available to all specialties in your practice, or click Selected to make the encounter plan available only to the specialties that you select.
   Note: Verify that the encounter plan is not associated with both specific providers and an entire specialty. In this case, the encounter plan is available only to the selected providers, not the entire specialty.
   
   You can use encounter reasons, chief complaints, templates, and order sets that belong to specific providers or specialties when you create practice-wide encounter plans; warning messages appear to help ensure informed choices.

Encounter Plan Triggers

6. Reasons for visit — Select the reasons that will activate the encounter plan from the list.
7. Follow-up reasons — Enter the appropriate set of follow-up SNOMED problems that require particular templates, diagnoses, or orders as part of the current encounter.

Encounter Plan Actions

8. Structured Templates — Select the templates to activate for the encounter reasons or follow-up reasons used in the encounter plan.
9. Saved Findings — Select the saved findings to activate for the encounter reasons or follow-up reasons used in the encounter plan. For each set of saved findings, the list includes the section of the encounter where you saved the findings: History of Present Illness (HPI), Physical Exam (PE), and Review of Systems (ROS).
   Note: Saved findings appear in the encounter plan only for the provider that created the saved finding.
10. Text Macros — Select the macros to activate for the encounter reasons or follow-up reasons used in the encounter plan. You can add only section-specific macros to encounter plans, including HPI, ROS, and PE Notes, and Assessment & Plan, Discussion Notes, and Patient Instructions.
    Note: Any rendering provider that uses this encounter plan can use any macro available in the plan, even if the provider cannot access the macro otherwise.
11. Diagnoses — Select the diagnoses to activate for the encounter reasons or follow-up reasons used for the encounter plan.
12. Diagnoses and Orders Detail — Add orders to associate with the diagnoses. You can also select ICD-10 codes to associate with the SNOMED diagnoses.
13. Click Save.

1. Display the Encounter Plans page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — History/Intake, click Encounter Plans.

2. Click the filter icon .

3. Enter your search criteria into one or more filters:

   • Encounter Plan Name or Reason for Visit — Enter a keyword in the encounter plan name or reason for visit.

   • Diagnosis in A/P — Enter the diagnosis name.

   • User — Select a user name from the menu to search for encounter plans for that user only.

   • Specialty — For multispecialty practices only, select a specialty name from the menu to search for encounter plans for that specialty only.

   • Specified Diagnoses — Select Yes to show encounter plans with a specified diagnosis. Select No to show encounter plans without a specified diagnosis. By default, athenaOne selects and shows All.

   • Show plans with compendium changes — Select this option to display encounter plans in which a facility-specific order was replaced by a global athenaOne order or was discontinued.

4. Click Filter.
   The search results appear.

5. Click Reset to specify different search filters.

CMS updates ICD-10 codes annually, removing certain codes and adding more specific replacements. Because athenaOne removes expired ICD-10 codes from order sets and encounter plans, providers must select a new ICD-10 code when using these order sets and encounter plans. The practice can update order sets and encounter plans to use the new, more specific ICD-10 codes.

1. Display the Encounter Plans page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — History/Intake, click Encounter Plans.
2. You can filter the list of encounter plans using the filters at the top of the page.
3. Locate the encounter plan in the list, and click the update link.
4. Scroll down to the diagnosis and click it.

5. Click the ICD-10 code menu to display mapped codes, or click Add ICD-10 code.
   
   

6. Search for and select the replacement ICD-10 code.
7. Click Save to save the changes.

In the Intake stage of an encounter, if you select a reason for visit or follow-up diagnosis that has an associated encounter plan, the encounter plan is triggered for the encounter. The content may take a few seconds to load. Please wait for the content to completely load before proceeding.

Note: Unchecking the encounter reason does not remove the associated encounter plan content. If you do not use the associated diagnoses, orders, and templates, you must remove them manually before signing the encounter.

During an encounter, providers can click the "save favorite" icon to save findings that they use frequently. You can use this page to add the saved findings to an encounter plan.

Practice administrators can use the Encounter Plans page to manage encounter plans for the entire practice.

Individual providers can use the Manage My Encounter Plans page to create and delete their own encounter plans, and subscribe to or unsubscribe from other providers' encounter plans.

From the Manage My Encounter Plans page, you can display the Encounter Plans page by clicking Go to Encounter Plan Admin for all users at the top of the list.

When external lab facilities such as LabCorp and Quest Diagnostics remove orders from their compendium, those orders in athenaOne are either replaced with global orders or marked as discontinued in order sets and encounter plans.

Note: For athenaOne for Hospitals & Health Systems, this feature applies to discharge orders only (not to hospital order sets).

Removed order mapped to global order

 

If a removed order is mapped to a global order, athenaOne automatically replaces it with the global order in all order sets and encounter plans to ensure that a related order is still available. These orders are marked as Replacement on the Order Sets and Encounter Plans pages.

The global order retains the clinical provider from the original order and allows you to select the Lab Order Details.

Removed order not mapped to global order

 

If an order that was removed from a compendium is not mapped to a global order, it remains available in order sets and encounter plans but contains the following warning:

 

WARNING: The test is no longer orderable via this accelerator. Please change either the test or the receiving facility before sending.

 

Discontinued orders with no global replacements are marked as Discontinued on the Order Sets and Encounter Plans pages. You can update the discontinued order with a different facility-specific one.