Reviewing Integrated Forms

Patients can use Integrated Online Forms to complete previsit forms at their convenience. If your practice has opted into this feature, you can now enjoy the benefits of automatically pulling this information directly into Encompass.

To save time for patients as they fill out previsit forms and increase completion rates, they can select the Immediate Family Member check box rather than manually locating family member types on a long list for each condition they indicate for themselves. When you review their chart and information with them, you can quickly select the family member type for them. Until you select an option, the family member defaults to 'Other.'

1. After a patient makes an appointment in the Online Scheduler and completes their previsit forms, log into Encompass and search for that patient.

   The Patient Updates window displays.

2. In the Patient Updates window, click into the drop-downs and select either Reject or Accept.

   If there are multiple items under a drop-down, you can select either Reject All or Accept All to save time.

3. Once all items are reconciled, click Save.

   The information is saved in the Patient Clipboard area of a patient's chart.

4. Click the section links within the Patient Clipboard to add or edit details for that section, and click Save or Save and Continue when finished.