Encounters in the Patient Profile

Overview

All encounters for a patient are accessible directly from the patient's profile. The Encounters tab provides a comprehensive history of every interaction – past, present, and scheduled – for that patient.

Accessing Encounters from the Patient Profile

1. Open the patient profile

2. Click the Encounters tab

3. All encounters are listed in reverse chronological order

Encounter List Display

Each encounter in the list shows:

• Encounter type (e.g., Initial Intake, Follow-up, Telehealth)

• Date and time – when the encounter occurred or is scheduled

• Assigned care team member – the clinician or coordinator who owns the encounter

• Status – Scheduled, In Progress, Draft, Completed, or Cancelled

• Summary – key notes or assessment highlights

Click any encounter to open the full detail view.

Filtering and Sorting Encounters

Use the filter controls above the encounter list to:

• Filter by status (show only Completed, only Draft, etc.)

• Filter by encounter type (show only telehealth visits, for example)

• Filter by date range (show encounters from the last 30 days, last 6 months, etc.)

• Sort by date (newest or oldest first)

Creating a New Encounter

To schedule a new encounter directly from the patient profile:

1. Click + New Encounter in the Encounters tab

2. Complete the encounter details

3. Save or schedule the encounter

For full instructions on creating and completing encounters, see Create, Modify, Complete Encounters.