Flows/Update encounter details

flowclinicalCARE 3.0+

Clinical

Concepts

Patient

Encounter Care team Condition Allergy & Intolerance Observation Diagnostic Report Service Request Specimen Consent Clinical Notes

Questionnaire Response

Flows

Search for a patient

Register a patient View a patient's profile Update patient details Manage patient identifiers Manage patient tags Mark a patient as deceased Manage patient users View a patient's appointments and tokens Create an encounter Update encounter details Assign an encounter location Manage the encounter care team Manage encounter departments Manage encounter tags Discharge a patient Complete an encounter

Restart an encounter

References

Patient

Encounter Care team Condition Allergy Intolerance Observation Diagnostic Report Consent Notes Specimen Service Request

Questionnaire Response

Overview

This flow describes how to change the details of an open encounter in Care. You can change the status, the class, the priority and the hospitalization details.

Pre-requisites

• The patient has an open encounter at your facility, and you opened that encounter.
• If the encounter is Completed, Cancelled, Discontinued or Entered in error, Care refuses every change. You cannot use this flow.
• If the patient is discharged, the encounter is still open. You can still update it.
• You have the permissions listed below.

Permissions

Permission	Access
Update Encounter non clinical	Lets you change the non-clinical details of an encounter. Administrators, Doctors, Nurses and Facility Administrators hold this permission.

Steps

1. Open the encounter form

Go to the encounter page.

Open Encounter Actions. The keyboard shortcut is Shift+E.

Select Update Encounter Details.

📝 Note

You can also press Shift+U on the encounter page. This shortcut opens the same form directly.

2. Set the encounter status, class and priority

Care shows the encounter form. Complete these required fields.

Component	What it captures
Encounter Status	The current state of the encounter. Choose Planned, In Progress, On Hold, Completed, Cancelled, Discontinued or Entered in error.
Encounter Class	The type of care. Choose Inpatient, Ambulatory, Observation, Emergency, Virtual or Home Health.
Priority	The urgency of the encounter. For the full list, see Encounter.

📝 Note

The create form calls the Encounter Class field Type of Encounter. Both fields hold the same value.

📝 Note

The status list does not hold Discharged. You set that status with the discharge button. See Discharge a patient.

📝 Note

After the patient is discharged, Care disables the Encounter Status field.

📝 Note

Which encounter classes you can choose depends on your deployment's configuration.

📝 Note

Care applies no rules about the order of statuses. While the encounter is open, you can set any status in the list.

3. Enter the hospital identifier

Enter the facility's reference number for this encounter in Hospital Identifier. The field shows the hint "IP/OP/OBS/EMR Number".

This field is optional.

4. Enter the discharge summary advice

Care shows Discharge Summary Advice after the patient is discharged. Care also shows it when the encounter already holds advice.

Enter the advice for the patient in the text box. This field is optional.

If you clear the text and save the form, Care removes the earlier advice.

5. Complete the hospitalization details

Care shows the Hospitalization Details section only for Inpatient, Observation and Emergency encounters.

Component	What it captures
Re-Admission	A switch. Turn it on when the patient comes back for the same problem.
Admit Source	Where the patient came from.
Discharge Disposition	Where the patient goes after discharge.
Diet Preference	The dietary requirement of the patient.

For the full list of choices in each field, see Encounter.

6. Submit the form

Submit the form. Care saves the encounter.

Expected Outcome

• Care saves the new encounter details.
• Care keeps a history of every status change and every encounter class change on the encounter.
• If you set the status to Completed, Cancelled, Discontinued or Entered in error, Care closes any open location stay for the encounter. Care also releases any device linked to the encounter. After that, nobody can edit the encounter.

Clinical

Concepts

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Service Request · Specimen · Consent · Notes · Q. Response

Flows

Search · Register · Profile · Update · Identifiers · Tags · Deceased · Users · Appointments · Create Encounter · Update Encounter · Location · Care Team · Departments · Tags · Discharge · Complete · Restart

References

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Consent · Notes · Specimen · Service Request · Q. Response

Related

• Concept: Concepts/Encounter
• Reference: References/Encounter

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