How to Schedule an Encounter

There are two ways to schedule an upcoming visit.

From the Scheduled page

  1. Go to Encounters -> Scheduled.
  2. Click Schedule Encounter at the bottom of the page.
  3. Search for the patient by name. If they are not listed, click Add New Patient and fill in their details.
  4. Select the patient, then click Schedule Encounter.

From the Patients page

  1. Go to Patients.
  2. Find the patient and click Book Encounter on their row.

The visit then appears under Encounters -> Scheduled.