Once the patient schedules an encounter, the provider may want to make adjustments to the scheduled encounter at the time of the appointment or post-appointment. Adjustments may include linking a problem, associating services rendered, and adding notes or attachments.

Video Tutorial:

Step-By-Step Tutorial:

1. Navigate to your schedule tab on the left navigation.

2. Select the patient to navigate to the encounter
    

3. Edit the details of the encounter accordingly
    

4. Answers applicable Background Questions that are specific to your account
    

5. Encounters that are created via Self Scheduling will automatically be marked as Non Problem Related. To associate a problem, uncheck Non-Problem Related
    

6. Select + to add/associate a problem
    

7. Select to add a new to create a new problem or link an existing to select from existing problems for this patient
    

8. Select + to add performed services for the encounter
    

9. Select the appropriate service
    

10. Select + to add notes for the encounter
     

11. Select + to add or link attachments
     

12. Select Save to save the scheduled encounter