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Creating an Encounter

Creating an Encounter


Step-by-step guide

  1. Click on the Modules icon.
  2. Click on the Occupational Health menu item.
  3. Click on the Appointment Central menu item.



  4. At the Respective Appointment, Click on the Ellipse() icon.



  5. Click on the Create an Encounter button.



  6. Click on the Yes button.

  7. Complete all the fields and click  on the Save button.

    18.2.1 Update

    New Encounter Type - Exposure Testing- Blood Analyte Level

    1. We have introduced a New Encounter Type named- "Exposure Testing- Blood Analyte Level"
    2. The Exposure Testing- Blood Metal Level encounter type will have the following two tabs-
      1. Details
      2. Results
    3. The details tab will have all the fields and business rules similar to BLL encounter type
    4. The Encounter Type ID will contain BAL instead of BLL i.e. Location-Year-BAL-Sequence Counter

    Detail Tab                                                                                                                                                                                                                                   



    Results Tab


18.2.1 Update

New Encounter Type - Medical Reports/ Records

  1. In the enhanced system we have introduced a new encounter type named- "Medical Reports/ Records"
  2. It contains only one tab- Details
  3. Following are the fields that will be part of details tab-

    1. Provider Type- it will be a mandatory drop-down field with internal and external as field values
    2. Provider Name- It will be a mandatory text-box
    3. Record Type- (will be same as external medical records with additional values- Medical Assessment and Health Analysis)
    4. Date Report Received - It will be a date picker (mandatory)
    5. Date of Assessment- It will be a date picker (mandatory)
    6. Body Part(s)- will be same as external medical records 
    7. Attachment

19.1 Update

  • Work Related field to be added for External Medical Records encounter type in both detail and listing page.




  1. V21.1

    Create Encounters independent of Appointments

    Purpose: 

    • There are few medical cases where user doesnt go for a appointment .He directly encounters with the healthcare provider 
    • Here user need not follow the traditional way of creating appointments which is not required for them and is also time consuming 

    Enhanced System:

    • Directly create encounter type in system 
    • New menu link to create encounter independent of appointment  above Appointment Calendar
    • Clicking this will take user to Create encounter type page
    • User can choose the employee and click Save or Cancel
    • On saving it will take to the encounter type details screen. Cancel will close this page and take to Appointment central page

    Section 1 :

    • List of all encounter types available in the system 
    • User can choose single or multiple encounter 

    Section 2 :

    • User need to select the employment status , personnel type and select the desired employee

    Section 3 :

    Would show following fields .For some default values to be saved and hidden in this screen .User can edit in appointment detail 

    • Date, time – Current date and time 
    • Visit Reason - "Medical"
    • Visit Type - "Office" 
    • Department - non mandatory product wide
    • Healthcare entity - "TBD"
    • Healthcare provider -"Health Care Provider" / only if created through Add Encounter  , will show this value  .Will not appear in Healthcare provider look up as this will be system generated similar to COVID-19 Encounter type
    • No appointment notification to be sent for these encounter type creation
    • System need to show alert message on double booking of encounter  of HCP and employee (similar logic to be applied)
    • Link and the page will be driven by Encounter Permission 
    • Existing Data: NA
    • Impacts: 
      • Appointment Central - To show the appointments with default saved values .User can edit those values if required 
      • Appointment list - To show the appointments with default saved values .User can edit those values if required 
      • Employee Medical Profile - To show the appointments with default saved values .User can edit those values if required 
      • Appointment Calendar -  Since this is not a real user ,hence no appointment calendar drop down will show for this user i.e Appintment calendar , HCP look up , Team Roster 
      • Employee Demographic report - to show appointment with default values




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