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Using Encounter Notes

How to create, edit, and manage encounter notes, including templates, wellness plans, and signing workflows.

  • Wellness Plan and Supplement Plan
  • Recovering a lost/ blank encounter note
  • Pushing a submitted form into the text of an encounter note
  • Co-Signing Encounter Notes
  • Signing Encounter Notes & Sharing the Visit Summary
  • Searching Encounter Notes
  • Encounter Note "Ownership"
  • Add New Encounter Types - Manage Encounter Type Settings
  • Creating and Cloning SOAP Notes
  • Prescribing Supplements, IVs, Nutritional Recommendations, and other Alternate Plan Options
  • Using, Adding, and Editing Diagnosis Codes
  • Customizing your Encounter Screen Layout
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