Creating or Opening a Visit (Web)

You can create a new visit from the Home screen or from the patient's chart. What do you want to do?

  1. Open the patient's chart.
  2. Locate the appointment in the Upcoming Appointments card at the top of the right column.
  3. Click the Create Visit link.

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

  1. Open the patient's chart.
  2. Click the New Visit action bar button.

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

    To document situations that don't involve an exam, select New Non-Visit Order. 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. Locate the visit you want to open in the Patient Activity group, and click the Date hyperlink.

    The Visit Overview screen shows the details for the visit.

  1. Log into the Encompass web application, or click the Home tab to navigate to the Home page.  
  2. Scroll down to see the list of visits in the Note History group.
  3. Locate the visit you want to open and click the Visit link.

    The Visit Overview screen shows the details for the visit.