Completed Encounters lists every visit that has a generated note, newest first.
How to access: Left sidebar -> Encounters -> Completed.
Finding encounters
- Open a note: Click the encounter title.
- Search: Type in the search bar to find a visit by its title.
- Today: Click Today to show only today's visits.
- Filter icon (right of the search bar): Filter by Yesterday, Last Week or a custom date range, change Charts per page (5, 10 or 20), or click Upload Transcript.
Managing encounters
- Rename a visit: Click the pencil icon on its row, then type a new chart subject.
- Archive or delete one visit: Click the archive icon on its row, then choose Archive or Delete.
- Bulk actions: Tick the boxes next to several visits. A bar appears with Archive and Delete for everything selected.
- View archived visits: Click the archive button next to Today.
Archive vs Delete: Archive hides a visit from your main list but keeps it. Delete removes it permanently. Visits are also removed automatically based on your Data Retention settings.