The Create New Encounter action creates a clinical encounter for items/charges not yet received that need to be tracked and billed separately. This trigger returns an encounter ID to a designated field or variable on your template.
- Follow the applicable steps in General Trigger Setup.
- To open the Create New Encounter window, select the Create New Encounter action.
Note: You must complete both fields to enable the OK button.
- From the Encounter Date list, select the applicable field or variable:
- Template field for date input.
- @EncDate, which is assigned from the template field.
- @Today for today's date.
- @Current Encounter for the current encounter's date.
Note: You can assign a date to the encounter using the current date or a date in the past. You cannot assign a future date to the encounter.
If you specify an encounter date that duplicates an existing encounter date, a message, An encounter already exists today, are you sure you want to create a new one?, appears at run time.
- To suppress this message, select the Allow Duplicate Encounter For Same Date check box.
- From the Encounter ID list, select the template field or variable to assign the encounter ID to.
- If necessary, set up a specific condition for the Create New Encounter action to be triggered.
- To save the trigger and close the Trigger Info window, select OK.
The trigger is listed in the Triggers window.
- Select OK and save your template.
