Self-Scheduling - Creating a Scheduled Encounter - Healthy Roster Customer Support

Self-Scheduling - Creating a Scheduled Encounter
- Video Tutorial:
- Step-By-Step Tutorial:

Self-Scheduling - Creating a Scheduled Encounter

Once the patient schedules an encounter, the provider may want to make adjustments to the scheduled encounter at the time of the appointment or post-appointment. Adjustments may include linking a problem, associating services rendered, and adding notes or attachments.

Video Tutorial:

00:00: Hi this is Nikki from healthy roster in this tutorial we'll walk through reviewing scheduled encounters that were completed via the self-scheduling feature adjustments at the provider might want to make to these scheduled encounters could include associating a problem associating services rendered and adding notes or attachments 00:19: There are three ways you can edit the encounter the first being from the patient's encounters tab the second being from this view here the schedule from the dashboard page you can select the patient to navigate directly to the encounter lastly in the view that I will demo for you is via the schedules tab 00:37: To navigate to the schedules tab from the left navigation select 00:42: Will now be routed to your schedules tab we do recommend following along with our additional training resources to better understand the intricacies of the schedules tab no matter the view though the process will be the same to edit or view a scheduled encounter select the patient's name 00:59: Now edit the details for this encounter as appropriate 01:03: Next answer any background questions that are specific for your account 01:08: Encounters that are created via self-scheduling will automatically be marked as non-problem related 01:14: Uncheck this box if you'd like to associate a problem to this encounter 01:19: To add a new problem select the plus button 01:23: Now you can select to add a new to create a new problem for this patient or link an existing to select from existing problems for this patient 01:32: Now you will want to select the plus button to add the performed services that were provided during this encounter once you select the plus button you will be able to select the encounter options with your account 01:44: Now to add a note select the plus button 01:47: If you'd like you can also at this point add attachments by selecting the attachments plus button 01:53: Once you have edited your encounter information you can select save 01:59: You've now completed the edit to your encounter if you navigate back to your schedules tab once more the agenda view will show you the encounter and the Link services that you've added this page will be helpful to visually show you which encounters have been edited and not 02:14: If you have questions or need more help please visit the help tab on your left navigation or we just directly at help@healthyroster.com

Step-By-Step Tutorial:

Navigate to your schedule tab on the left navigation.

Note: You can also navigate directly from the patients' encounter tab, or if the encounter is not completed from the dashboard schedule

Select the patient to navigate to the encounter

Edit the details of the encounter accordingly
Answers applicable Background Questions that are specific to your account
Encounters that are created via Self Scheduling will automatically be marked as Non Problem Related. To associate a problem, uncheck Non-Problem Related
Select + to add/associate a problem
Select to add a new to create a new problem or link an existing to select from existing problems for this patient
Select + to add performed services for the encounter
Select the appropriate service
Select + to add notes for the encounter
Select + to add or link attachments
Select Save to save the scheduled encounter