Creating a Problem
Written by Amelia Boyer
Updated at February 7th, 2025
Table of Contents
Creating a Problem (Web)
Please Note: Terminology is different based on your setting; for example, Occ Health uses Employer Locations as Organizations, Patient instead of Athlete, and Encounters instead of Treatments; lastly, Problems instead of Injuries, but the steps are still the same.
Video Tutorial (Web):
Step-By-Step Tutorial (Web):
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Open the Global Search
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Type in your patient's name and select "search" or key in “enter.”
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Select Create Problem
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Enter the problem details
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Select the problem date
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Select the privacy level for the problem
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Problem Privacy Level:
- Entire Care Circle: Everyone who has access to the patient such as coaches, AD, the patient (or their parents if they’re under 18), and ATs will all be able to see the problem
- Providers and Primary Users Only: If the problem is of a sensitive nature and you would like for only ATs, docs, and the patient or patient's legal guardian's to see the problem
- Providers Only: If you only want healthcare providers such as ATs and docs to be able to view the problem
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Select the Status
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Problem Status:
- You have multiple status options to choose from. It is important to note that “Return to Play and Closed” will remove the patient from your Patient Status list, but selecting “Return to Play as Tolerated” will keep that patient in your patient status list for easy reference if you are still treating that patient and keeping an eye on their problem.
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Enter a description of the problem
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Select Save
Creating a Problem - (App)
Video Tutorial (App):
Step-By-Step Tutorial (App):
- From the patient profile select Add New Problem
- Input the necessary problem details
- Set the status for this problem
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Problem Status:
- You have multiple status options to choose from. It is important to note that “Return to Play and Closed” will remove the patient from your Patient Status list, but selecting “Return to Play as Tolerated” will keep that patient in your patient status list for easy reference if you are still treating that patient and keeping an eye on their problem.
- Next set the privacy level of this problem
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Problem Privacy Level:
- Entire Care Circle: Everyone who has access to the patient such as coaches, AD, the patient (or their parents if they’re under 18), and ATs will all be able to see the problem
- Providers and Primary Users Only: If the problem is of a sensitive nature and you would like for only ATs, docs, and the patient or patient's legal guardian's to see the problem
- Providers Only: If you only want healthcare providers such as ATs and docs to be able to view the problem
- Input a description
- Continue to detail your problem, select save to save
