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. On clicking the
Sign-Off Encounters menu, the Complete/Sign-Off Popup gets invoked. Once the user selects desired options
from all the dropdowns displayed on the popup and runs the report by clicking the OK button on the popup,
the user is navigated to the Complete/Sign-Off Encounters Screen. Here, the user can select the
Encounters and Sign-Off them in bulk. At a time, 50 rows are displayed on the screen with pagination at the bottom right corner
of the screen.
Following are the icons, columns and action buttons
displayed on this screen
Filter icon  : On clicking this icon,
the Complete/Sign-Off Encounters popup gets invoked. The filters applied from the Complete/Sign-Off
Encounters popup are retained even when the user navigates out of this screen to some other screen
and returns to the Complete/Sign-Off Encounters screen again. However, once the user logs out,
the filters or the dropdown options selected in the Complete/Sign-Off Encounters popup are reset
to their default values.
Below the Filter icon, on a gray belt the selected period from the Complete/Sign-Off Encounters popup is displayed.
For example, Encounters for Period 10/14/2022 to 11/14/2022
Sign-Off icon  : On clicking the Sign-Off icon, the Sign-Off Encounter popup is invoked. This popup displays the Progress Notes for that specific encounter. The popup has Mark Encounter Complete/Sign-Off checkbox at the bottom right corner. The user can check the
checkbox and mark the encounter as complete from the popup. The popup has two action buttons: Ok and CANCEL.
Checkbox column: This column displays checkboxes for
each row and a select all checkbox at the header level of the column. User can select/deselect the
encounters by clicking these checkboxes. User can select all the rows displayed on the screen at once by
clicking the header level select all checkbox. The encounters that are already completed and encounters
that have Pending actions hence cannot close encounter icon are dropped when the select all checkbox is
clicked.
Patient Name column: This column displays the first
and the last name of the patient. In case, there are some mandatory actions pending in that encounter
and hence it cannot be closed, then Pending actions hence cannot close encounter icon  is displayed next
to the patient's name. On clicking this icon, the user is navigated to the TOC Close Encounter screen.
When this icon is displayed next to the patient name, checkbox for such patient is disabled and
the user cannot select that particular encounter to be marked as completed and signed off.
DOB column: Displays the date of birth of the patient,
auto populated from the Patient Registration screen.
DOS column: Displays the date of service in a hyperlink. On clicking the hyperlink, the user is navigated to that encounter.
Enc Type column: Displays the encounter type in
format encounter code and encounter name. For example: OV – Office Visit. This includes zero duration
encounters.
Reason for Visit column: This column dis
plays the patient’s reason for visiting, auto populated from the Appointment Schedule popup, Reason field.
Supervising Provider column: Displays the name of the supervising provider associated with that encounter.
Sign-Off Action Button: On clicking this button, the selected encounters are marked as completed and signed off. This excludes the encounter
that have Pending actions hence cannot close encounter icon displayed in front of the patient names.
|