Starting an Encounter

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Note: In order to start an Encounter Note, the client's appointment status must be Checked In. See Checking in a Client.

  • Once the client is checked in, click on the book icon in the client's appointment box on your calendar.
  • Before clicking on the Initiate Form button, verify that the form that is about to be initiated is the appropriate form for this encounter. See Modifying Appointment Type if the form or appointment type needs to be changed.
  • If the form and appointment type listed is correct, click the Initiate Form button.