Customizing Patient History Intake

Certain sections of the Patient Clipboard can be customized through administration. This enables you to tailor the way you collect patient history in the exam lane as well as through the Patient Portal and Kiosk.

To customize Patient History and Kiosk settings

  1. Log in to the Encompass web application as an administrator.
  2. Click the Clipboard / Kiosk / Portal Settings tab on the top navigation bar.

  3. Click the tabs along the left side of the screen to modify the following areas:

    • Kiosk General Sections. Show/hide sections in Kiosk by selecting/deselecting boxes in this area. You can set certain sections to appear based on whether the patient is a new patient or an existing patient.

      If a condition or section has a lock icon, that means its visibility cannot be modified.

    • Past Medical History. Customize past medical conditions and surgical history questions from here.

      • Add a history item by typing into the search bar. Once you've located the condition or surgery you're looking for, select it from the drop-down list.
      • Remove a history item by clicking the red trash can icon.

      • Alter the phrasing of history items by selecting terms under Patient Term Description. The term you select from this drop-down list will appear in any patient-facing areas including Kiosk and the Patient Portal.

        For example, you could set "cerebrovascular accident" to appear as "stroke" to your patients.

      • Control the visibility of history items by selecting/deselecting them from the columns on the right. Conditions and surgeries with a checked box will appear to the specified group, but those that are deselected will not.
    • Ocular History. Just like Past Medical History, you can control the ocular conditions and surgeries that appear—as well as how and where they appear—from this section.
    • Social History. Control the visibility of social history questions here.

  4. Click Save after completing each section.

Want to see it in action?

The video below will briefly walk you through the different patient intake customization options you have as an administrator in Encompass.