Ensuring we are reviewing the proper number of encounters is very important. Because of this, we have added a section on the Reports page where you can see, and sign off of 5% of all completed encounters. Giving that extra layer of clinical oversight. Look below at how this process works. 

 

 

📚Resources Needed

 

 

🚀 Tips & Tricks

  • Click away from the pop up to move throughout encounter. Click back on icon to sign off. 
     
  • If you do not check the box in the encounter - it will not remove from the 5% list on reports page.   
     
  • If something is wrong, you will not check the box and can comment with the provider. That way the encounter stays queued. 



     

📘 Instructions

Be sure to follow the steps listed below.   

  1. Click on the Reports tab  



     
  2. Scroll down on the bottom right you will see a card with the title: 5% Review



     
  3. To get to the encounter, simply click on the encounter number and it will open up in a new tab. 



     
  4. When you enter the encounter, you will see a pop up in your top right corner with the checkbox stating you have reviewed the encounter and it is good. 



     
  5. To access the entire encounter, just click away from the pop up and it will close into the following icon. 



     
  6. If there are any problems with the encounter, you can always chat with the provider by clicking + Add Item > Notes and send a message to the provider.  

     
  7. If everything looks good, click on the orange icon to open up the statement and check the box.


⚠️If there is an issue that needs to be resolved, do not check the box as by not checking the box, it stays in your 5% review list. 

 

  1. When you check the box, it will register that the encounter has been reviewed and can now be removed from the list. 



     
  2. Done! 

 

 

🎥 Video

Here is a video that goes over the process listed above: 

5% review in Encounter.mp4

 

 

 

If you have any questions or would like more information, please reach out to Matthew.