4. Updating a Phone Encounter

While many calls can be resolved immediately, others will need to be left open and addressed later. The parent may need to call back with more information or they may require a callback from the doctor. In either case, you may later need to update/edit an existing encounter record.

  1. Run pen and Select the Patient

    As described in the procedure above, run pen, press [F1 -- Add/Edit Encountr], and enter the patient's name. You will see the Patient Demographic screen filled with information relating to the patient.

  2. Press [F4 -- Add PhoneEnc]

    Press F4 to access all recorded encounters for this patient. When the screen appears, the most recently recorded calls will be at the top of the list.

  3. Find the Relevant Phone Encounter Note

    Select the encounter you wish to modify. You may have to press [F3 -- Scroll Forward] to scroll down through the list of encounters to find the one you want.

  4. Press [F5 -- Full Notes]

    Press F5 to bring up the Full Notes for that encounter. Enter any new notes in the "Follow-Up Notes" field. If necessary, you can scroll through the original notes for specifics about the original call.

  5. Update the Call Status

    If you have performed some action relating to this call, you should update the Status of the call.

  6. Press [F1 -- Next Patient]

    When you are finished updating the encounter, press F1 to save your changes and move on to the next patient.