Creating An Encounter/Treatment

Updated at March 17th, 2025

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Table of Contents

Creating An Encounter Video Tutorial (Web) - Athlete Tab Step-By-Step Tutorial (Web) - Athlete Tab Video Tutorial (Web) - Global Search: Step-By-Step Tutorial (Web) - Global Search Video Tutorial (Web) - Injury Timeline Step-By-Step Tutorial (Web) - Injury Timeline Video Tutorial - Adding an Encounter (App): Step-By-Step Tutorial - Adding an Encounter (App): Creating Group Encounters Video Tutorial - Creating Group Encounters: Step-By-Step - Creating Group Encounters:

Creating An Encounter

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.

Video Tutorial (Web) - Athlete Tab

Step-By-Step Tutorial (Web) - Athlete Tab

Navigate to the patient profile
Click Encounters

Select Add if entering a new encounter, or, select the three dots to the right of the encounter you wish to duplicate and select Duplicate

Input the details of the encounter

Note: Marking the encounter as Scheduled is a must if you'd like the encounter to show on your schedules tab.

Answer any required or non-required background questions

Associate a problem or mark as Non-Problem Related

Add Performed Services

Add Notes if desired

Add Attachments if desired

Select Save

Video Tutorial (Web) - Global Search:

Step-By-Step Tutorial (Web) - Global Search

Type the patient's name in the global search

Select the three dots to the right of the patient's name

Select Create Encounter

Enter encounter details
Select Save

Video Tutorial (Web) - Injury Timeline

Step-By-Step Tutorial (Web) - Injury Timeline

Navigate to the patient's Injury Timeline
Select Add

Select Add Encounter

Enter encounter details

Note: when you navigate this route, the injury will auto-pull to the encounter

Select Save

Video Tutorial - Adding an Encounter (App):

Step-By-Step Tutorial - Adding an Encounter (App):

Navigate to the patient profile

Select Encounters

Select + to add a new encounter

Input encounter details and select Save to add the encounter

Creating Group Encounters

Bulk encounters are designed to help provider users apply a single encounter across an entire organization or team at once. This approach enhances efficiency by eliminating the need to enter duplicate data for each patient. It also promotes consistency, as the same encounter information is applied uniformly across the group. Additionally, bulk encounters reduce errors, such as overlooking specific details or making redundant entries.

Video Tutorial - Creating Group Encounters:

Step-By-Step - Creating Group Encounters:

Select Organizations

Select the desired Organization from your listing

Select Encounters

Selecting the Add drop-down arrow will open a section option, select Group Encounter

Begin to create the encounter, starting with the details

Answer any relevant background questions

Set if desired the default affected area, you will be able to alter this per patient later if desired

Select + to add services

Select the desired services and OK to save

Select + if you'd like to input a note for the group encounter

Select the appropriate note type

Input your desired note, select OK to add the note

Note: Inserting a note applies to all patients in the group encounter. If using a note template and the template includes fields that automatically pull patient-specific information, those fields won’t populate since this note is shared across multiple patients

Select + to add patients

The organization’s roster will now appear on the right side of the screen. This section can be used to filter the patient roster as needed or to search for and select a patient to add. Simply click on a patient’s name to add them to the group encounter

If you'd like to specify a problem to apply the group encounter, select the menu icon to the right of the patient

Select Specify Problem

Select the problem under the patient's information and specify which problem to add to their encounter

If you'd like to specify a different affected area per patient select the affected area below their information

Specify the affected area for the patient, select OK to apply the new affected area

Select Save

Please note that group encounters cannot be undone. If any changes or removals are needed, they will have to be made individually for each patient.

A running job notification will now generate

Select the notification to refresh the screen

Bulk encounter will now be generated on the organization's encounter listing as well as each patient's encounter listing.

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