Visits and Cases

1. In the patient chart, click the Visits chart tab at the left side of the page.
2. Click the view more icon to view the details.
3. Click the view less icon to close the details.
   Note: For encounters documented before Release 15.9, or encounters that were amended using free text, the summary details may appear only in the full encounter summary. To see these details, you can open the encounter and click Full encounter summary.

1. In the Exam stage of the patient encounter, click the Visits tab.
2. Click the View More icon to the right of a past encounter.
3. Click the Re-use arrow next to any section of the past encounter to add the section to the current encounter.
   Note: You can click the Re-use arrow icon next to the Summary header to reuse the entire summary.

You can complete an open encounter or edit a closed encounter using the relevant button in the Visits and Cases section. The button appears for all encounters except for your current encounter.

• Click Finish Encounter to display the patient briefing for that encounter so you can complete your documentation and close the encounter.
• Click Edit Encounter to display the closed encounter view where you can complete billing, add letters, or amend the encounter.

1. Display the patient chart for a patient with historical encounters.
2. In the patient chart, click the Visits chart tab at the left side of the page.
   The Visits and section information appears.
3. Click the View More icon for the encounter you would like to complete or edit.
   The encounter summary appears.
4. Click Edit Encounter at the upper right side of the encounter summary.
   Note: If the encounter is open, Finish Encounter appears.
   The closed encounter view appears.
5. Make the necessary edits to the encounter.
6. Click Done.
   The home page appears.

You can use information recorded during a previous encounter and copy it to the current encounter. To do this, click the Re-use arrow next to any section of the past encounter to add the section to the current encounter.

Note: You can click the Re-use arrow icon next to the Summary header to reuse the entire summary.

You can filter the Visits and Cases chart tab to see different types of events. Click ALL EVENTS to open a list of other event types to filter by.

The list contains the following options:

• All Events
• Encounters
• Cases
• Order Groups

The number of each type of event appears in parentheses.

If your practice uses multispecialty features, you can sort patient cases by specialty (the Specialty view appears by default). If you switch between the Specialty and Date views, athenaOne remembers your preference.

Note: Any patient cases that do not have an assigned specialty are listed at the bottom of the list under "Not Categorized."

The list of visits and patient cases appears in this order.

1. Rendering provider's specialty at the top.
2. Specialties selected using the Default specialty view setting on the User Preferences page, in alphabetical order.
3. All remaining specialties in alphabetical order.

For a provider, you will always see your specialty first in the Visits tab of the chart. After your specialty you will see any specialties that you have selected using the Default specialty view setting on the User Preferences page followed by all remaining specialties in alphabetical order.

For non-providers, the first specialty listed in the chart will be the Usual Providers specialty. After that specialty, you will see any specialties that you have selected using the Default specialty view setting on the User Preferences page followed by all remaining specialties in alphabetical order.