Documenting Contact Lens Follow Ups in the iPad App

There are several ways that you can document a contact lens follow up in Encompass. Depending on your preference, you'll want to do one of the following:

  • Document the follow up using a previous diagnosis. This is the quickest method to document a contact lens follow up when the patient has come in for a visit.
  • Document the follow up using a new chief complaint. This is the most-detailed method for documenting a contact lens follow up when the patient has come in for a visit.
  • Document the follow up using a non-visit order. If the patient has called in because they like their trials and want to order a supply, you can use this method to quickly finalize their trial Rx without creating a new visit.

This section covers how

  1. Create a new visit for the patient.

    The Visit Overview opens.

  2. Tap the CC/ROS button on the action bar.
  3. Tap the Follow-ups tab underneath the action bar.

  4. Tap the + for the diagnosis you're following up on.

    A list of follow up questions appears.

  5. Under The patient presents for, select Further Evaluation and Management.
  6. Answer any other questions as needed and tap Save.

    The follow up chief complaint is created.

  7. Tap the Vision button on the action bar.
  8. Tap the Wearing (WRx) tab.
  9. Tap Add Soft CL for soft contact lenses, or tap Add Specialty CL for RGP, scleral, or custom contact lenses.
  10. Tap View/Import Refraction Hx at the top of the screen.
  11. Tap the Rx the patient is currently wearing.
  12. Tap Import.
  13. Under Status, select Dispensed Successful or Dispensed Unsuccessful depending on whether or not the trial lens was successful for the patient.
  14. Tap Save.

  15. If the lens was successful for the patient, tap + Final Rx on the trial lens.

    If the lens was unsuccessful, tap the Contact Lens tab and document the next trial lens the patient will be trying out.

  16. Tap Overview on the action bar to return to the Visit Overview.
  17. Tap Finalize Visit.

  1. Create a new visit for the patient.

    The Visit Overview opens.

  2. Tap the CC/ROS button on the action bar.
  3. Tap Add Chief Complaint.
  4. In the search bar, begin typing "Contact Lens Detailed".
  5. Select Contact Lens Detailed from the drop-down list.

    The chief complaint details screen appears.

  6. Under "Is this a new presentation, or a follow-up?", select the Follow Up Contact Lens Evaluation option.
  7. Answer any additional questions as needed and tap Save.

    The follow up chief complaint is created.

  8. Tap the Vision button on the action bar.
  9. Tap the Wearing (WRx) tab.
  10. Tap Add Soft CL for soft contact lenses, or tap Add Specialty CL for RGP, scleral, or custom contact lenses.
  11. Tap View/Import Refraction Hx at the top of the screen.
  12. Tap the Rx the patient is currently wearing.
  13. Tap Import.
  14. Under Status, select Dispensed Successful or Dispensed Unsuccessful depending on whether or not the trial lens was successful for the patient.
  15. Tap Save.

  16. If the lens was successful for the patient, tap + Final Rx on the trial lens.

    If the lens was unsuccessful, tap the Contact Lens tab and document the next trial lens the patient will be trying out.

  17. Tap Overview on the action bar to return to the Visit Overview.
  18. Tap Finalize Visit.
  1. Open the patient's chart.
  2. Tap the drop-down arrow on the New Visit button.
  3. Tap New Order.
  4. Tap the Order Notes tile.
  5. In Note Body, type a reason for the non-visit order. For example, "Patient called and wants to order trials. OK to order per doctor."
  6. Tap Save.
  7. Tap More on the action bar and select G & C from the drop-down menu.
  8. Tap the Trials tab.
  9. Tap Add Soft Contacts for soft contact lenses, or tap Add Specialty Contacts for RGP, scleral, or custom contact lenses.
  10. Tap Save.
  11. Tap Overview on the action bar to return to the order note overview.
  12. Tap the Finalize Order button.
  13. Tap Finalize to confirm.