Creating or Opening a Visit

You can create a new visit from the Quick List, the Home page, or from the patient's chart. If you schedule patients in a practice management system that's tied to Encompass, you should create visits from the Quick List to link the visit to the appointment. This topic describes how

  1. Hover over the Patients tab and select Quick List.
  2. Apply any filters, as needed, to display your Quick List.
  3. Locate the patient for which you want to open a new visit.
  4. Click Create/Link Visit.

    The Visit Overview screen appears and a visit is created for today.

    The Quick List is updated with the time of the patient’s visit.

  1. Open the patient's chart.
  2. Click the Create New Visit button on the Action Bar.

    The Visit Overview screen appears and a visit is created for today.

    To document situations that don't involve an exam, click the New Non-Visit Order action bar icon. This creates a nonvisit order, which is useful for documenting contact lens followups or prescribing medications outside of a visit.

  1. Open the patient's chart.
  2. Click the date of the visit you want to open.

    The Visit Overview screen shows the details for the visit.