Documenting Patients' General Information

You can document a patient's general information on the Intake template.

You can specify whether the patient is new or established for the current encounter in the General panel on the Intake template. If encounters exist for the patient, the Established patient option is automatically selected.

When someone provides details on-behalf of patient, you can document the historian details in the Historian field. When someone interprets communication on-behalf of patient, you can select the Interpreter Details link to document the details of the interpreter. You can select the Configurable Questionnaires link to document the screening details of the patient.

You can select the Transitioning into Care link to document the summary of care record details for a patient.

You can select the Family planning encounter and Disability check boxes if an encounter is a family planning encounter and describes any disability, respectively. The Family planning encounter and Disability check boxes appear based on the configuration of the Title X Fields section on the Practice Configuration template.