Introduction: This feature enables the user to select encounters froma desired time period in a bulk and mark them as Complete/Sign-Off.
The sub-menu Sign-Off Encounters is displayed under the Report menu when the Property
enable.bulk.signoff.encounter is turned On.
Period: This dropdown displays the following options
1. Today
2. Yesterday
3. This Week
4. Last Week
5. This Month
6. Last Month
7. This Quarter
8. Last Quarter
9. This Year
10. Last Year
11. First Quarter
12. Second Quarter
13. Third Quarter
14. Fourth Quarter
15. Custom Date
User can also select a specific time period from the date fields displayed next to the Period dropdown.
The From Date and Upto Date fields displays calendar icons, user can select a date range by clicking these icons. By default, in both the fields,
today’s date is selected.
Encounter Type: This dropdown displays a list of all the Encounter Types, including Zero Duration Encounters,
defined from the Settings → Configuration → Clinic → Enc Types Master screen. By default, the option All is selected in the dropdown.
Appointment Location: This dropdown displays all the locations defined from
the Settings → Configuration → Clinic → Locations Master screen. By default, the option All is selected in the dropdown.
Appointment Status: This dropdown displays all the appointment statuses from Arrived and above, including the custom
statuses defined by the users. By default, the option All is selected in the dropdown.
Attending Provider: This dropdown and the values displayed in this dropdown are depended on the property enc.close.onlybyattdoc.
1. If enc.close.onlybyattdoc this property is turned On, and the logged in user is of Type DR, then the Attending Provider
field is NOT displayed on the popup.
2. If enc.close.onlybyattdoc this property is turned On and the logged in User is not of Type DR, in such case,
the Attending Provider field is displayed. However, the logged in user other than DR is not able to take any action on the report
generated for the selected Attending Provider/s. The generated report is view-only report,
and a message is displayed in red and bold next to the Period field that reads, “Encounters can be closed only by Attending Providers.”
3. If enc.close.onlybyattdoc this property is turned Off, and the logged in user is of Type DR, then the Attending Provider field is displayed
on the popup and the logged in user can run as well as take actions on the generated report.
4. If enc.close.onlybyattdoc this property is turned Off and the logged in user is not of Type DR,
then the Attending Provider field is displayed. However, this clinic user, if has Update Role assigned from Settings →
Configuration → Admin → Role screen, and access to close encounters, can close the encounters by taking the sign-off action.
In case this clinic user does not have the Update Role assigned and access to close encounters, then the checkboxes on the
Complete/Sign-Off Encounters screen are disabled,
and a message is displayed in red and bold next to the Period that reads, “You do not have access to close encounters.”
Action Buttons: Click on OK button to generate report based on the selected criteria. Click on CANCEL button to close the popup.
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