5. Review Multiple Encounters
The Phone Encounter Notes program also offers an easy way to deal with multiple encounters at one time. If the morning rush included several calls which require the doctor's attention, you can generate a convenient list of those encounters and work on that list, item by item. You can also pull up all the encounter notes that a single user entered or restrict by a date range.
Follow the procedure below to create an interactive list of phone encounter notes:
Run pen
Press [F2 -- Review Encountr]
Select Criteria
Choose the criteria for the phone encounter notes you need to review.
Set the date range for encounters entered today or for the dates you need. In most cases, you will want to work with "All Patients that Qualify," though you have the option of reviewing one patient at a time. If you wish to review all calls entered by a certain user or all calls during a time of the day, choose those options. Finally, use the "Status of Call" option to restrict by whether the call is open or marked for the doctor's attention.
Enter Criteria Guidelines
If you chose to exclude by the "Status of Call," pen will ask you to select the status by which you wish to restrict. Choose whatever call status you wish to review.
For example, a provider may wish to work with those encounters that have a status of Needs To Speak With Doctor. Highlight the desired status from the list and press Enter to include it in the report.
You may select several statuses. When done selecting, press F1 to generate a list of encounters matching your criteria.
View Results and Select a Call
The resulting list contains all of the phone encounters that meet your criteria. Select a call with which you need to work and press [F1 -- Review Entry].
Work With Patient, Update the Call Information
Make additions or changes to the phone encounter note you selected. You can call the patient, review the original notes, add follow-up notes, and use the function keys on the demographics page to access other parts of Partner. When finished, press [F1] to save your work. You will be brought back to this list where you can select the next encounter and continue working.