Customizing Review of Systems Questions

You can add, edit, and hide ROS questions and alerts. The changes you make impact what clinical staff see in Encompass and what patients see in kiosk and patient portal.

What do you want to do?
  1. Log in to the Encompass web application as an administrator.
  2. Expand the ROS Settings section and click Manage ROS.

    The Manage ROS page opens and displays the alert and ROS questions.

  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Select the New Patients and Established Patients check boxes depending on which patient population(s) each question applies.

    Only New Patient questions appear in the Kiosk. New Patient questions appear only for patients who have not had an exam at your practice in Encompass in the past three years.

    If no check boxes are selected in a column, clinical staff are presented with all of the questions. However, if one or more check boxes are selected, clinical staff are presented only the selected questions.

    If no check boxes are selected in the New Patients column, patients are not presented with the Review of Systems section in the Kiosk.

  3. Click Save.
  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Select a number from the Position drop-down to control where each ROS question appears in the list.

    For example, the most frequently used question should be in the first position.

    This also controls the order in which clinical staff are presented with ROS questions.

  3. Click Save.
  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Click the Add ROS Question action bar button.
  3. Enter the Question text.
  4. Select an ROS System.

    If this is an alert question, select None.

  5. Select the remaining settings.
    SettingYesNo
    Is this question an alert?If this is an alert, set the ROS System to None.If this is not an alert, select an ROS System.
    Display if reviewed and negative?Document the question in the visit note regardless of whether it's negative or positive.Document the question in the visit note only if it's positive.
    Include in custom mark reviewed? If this is a question you ask all patients, select Yes. The question is marked as reviewed in the patient's chart when the clinical staff taps the Mark Custom Reviewed button.The question is not part of the group of questions marked as reviewed in the patient's chart when the clinical staff taps the Mark Custom Reviewed button.
    VisibleDisplay the question depending on the patient population(s) selected.Hide the question from all Encompass users.
  6. Click Save.
  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Locate the question in the list and click Modify.
  3. Edit the Question text as needed.
  4. Select an ROS System.

    If this is an alert question, select None.

  5. Select the remaining settings as needed.
    SettingYesNo
    Is this question an alert?If this is an alert, set the ROS System to None.If this is not an alert, select an ROS System.
    Display if reviewed and negative?Document the question in the visit note regardless of whether it's negative or positive.Document the question in the visit note only if it's positive.
    Include in custom mark reviewed? If this is a question you ask all patients, select Yes. The question is marked as reviewed in the patient's chart when the clinical staff taps the Mark Custom Reviewed button.The question is not part of the group of questions marked as reviewed in the patient's chart when the clinical staff taps the Mark Custom Reviewed button.
    VisibleDisplay the question depending on the patient population(s) selected (i.e., new patients and established patients.Hide the question from all Encompass users.
  6. Click Save.
  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Locate the question in the list and click Modify.
  3. Locate the Visible setting and select one of the following options:
    • Yes to display the question depending on the patient population(s) selected (i.e., new patients and established patients).
    • No to hide the question from all Encompass users.
  4. Click Save.
  1. Open the Manage ROS page. To learn how, go to Open the Manage ROS page.
  2. Locate the question in the list and click Modify.
  3. Select a Gender to show the question only to patients of that gender.
  4. Enter an Age Range to show the question only to patients within that range.

    The age range is inclusive of the numbers entered at the top and bottom of the range. For example, a question with an upper age range of 50 will appear until the patient's 51st birthday.

    Any active questions that don't have age or gender limits will be visible to all patients.

  5. Click Save.

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