PATIENT ENCOUNTERS

The ability to view patient encounters is based on privileges within the system.

NOTE: For Careficient Agency Administrators, the ability to view patient encounters is driven by the View Patient Encounters Privilege. Which patient's they are allowed to see is driven by Do Not Restrict to Patients Served Privilege .

To view a list of all the patients in your system, go to Patients > Patient Encounters. This list defaults to a status of "Active, Holding, Pending".

ADD REFERRAL / PATIENT (Top)

You can add a referral/patient from this screen by clicking on the "Add Referral / Patient" link.

Read more here on Add Referral / Patient.

WIKI HELP (Top)

WIKI Help links appear at the top of each header section

Once you click on the WIKI Help link, you will be presented with a pop-up of Help Articles associated with the specific part of the application that you are in. Clicking on the link will take you to the WIKI article on the subject.

CENSUS DATES (Top)

To obtain a census report, enter you census dates "From" and "To" and click "Search".

You can search for a patient by "Birth Date"...

MRN...

Identifier # such as Medicare Number, Insurance Identifier, etc ...

First or Last name...

You can sort any column by clicking on the header of the column.

You can filter by "Agency"...

Agency Type...

Team...

Status...

Payer Name...

and Payer Category.

Once you make a change to any filter, you can lock the option so that every time you come to patient encounters, it defaults to your locked status by clicking on the yellow lock to the right of the "Payer Category" drop down. If at any time you change the status or any other drop down, the lock will unlock. If you want to keep that selection going forward, you will need to click the lock again.

To view the patient's contact information, hover over the address book icon to the left of the patients name.

The patient's contact information will display.

To view the patient's encounter (chart), click on either the magnifying glass to the right of patient's name or the patient's name.

PATIENT ENCOUNTER REPORTS (Top)

Once you have chosen your sort options, you can always export the reports by choosing your export option and clicking "Export". You have the following options when exporting patient encounter reports:

Patient Encounter (PDF)

Name
Zip Code
Status
Start Date
Discharge Date
Primary Payer
Gender
Age
Preferred Phone #
Type
Team
Doctor

Patient Encounter (Spreadsheet)

Patient Name
Address
City
State
Zip Code
Status
Hold Facility
Start Date
Discharge Date
Discharge Reason
Primary Payer
Secondary Payer
Gender
Age
Race
Patient Phone
Type
Team Name
Physician
Preferred Phone
Medical Record Number
Order Disciplines
Initial Dx Code
Initial Dx Description
Initial Dx Category
Patient Identifier
Current Dx Code
Current Dx Description
Current Dx Category
Case Manager
Days on Service
Disaster Plan Description
Disaster Plan Details
Latest Cert Period

You can also create a Census Report which shows patient census per office per day. Enter the date you want the census for and click "Search" then "Export".