[ Help Main ] > [Main Navigation Bar] > [Misc] > [Customize] > Customize Encounter Forms

 

Purpose: Allows the user to create an encounter form that is suitable for his/her practice.

Buttons Description
New Encounter Form This button allows the user to create a new encounter form.
Rename Encounter Form This button allows the user to rename an encounter form.
Delete Encounter Form This button allows the user to delete an encounter form.
Make Default This button will set the encounter form to be the default encounter form.
Add CPT Header This button allows the user to add a new CPT header to the CPT Pool.
Add CPT This button allows the user to add a CPT into the pool.
Delete CPTs This button allows the user to delete CPTs from the CPT Pool.
Move Items Up This button allows the user to move the CPT elements up the list.
Move Items Down This button allows the user to move the CPT elements down the list.
Save As New Encounter Form This button allows the user to save the encounter form as a new encounter form.

To create a new encounter form:

  1. Click the “New Encounter Form” button”. After clicking this button the system will prompt the user to enter a name for the encounter form he/she wishes to create.

  2. Enter the name you wish to call this encounter form then click the “OK” button.

  3. Add the CPT Headers you wish to use for this encounter form by clicking the “Add CPT Header” button. After clicking this button the system will prompt the user to enter a category.

  4. Enter the name you wish to give this CPT header then click the “OK” button.

  5. Add the CPTs you wish to use for this encounter form by clicking the “Add CPT” button. By clicking the “Add CPT” button a pop up will appear. Select the CPT code you would like to include in your Superbill and press the down arrow for each CPT code. If the CPT code is not listed, search for the code by using the search field.

  6. Click the “Close & Add CPs” button to add the CPTs.

  7. To add IDC9s into the pool repeat steps 4-6 using the buttons that are related to adding IDC9s.

  8. Click the “Save” button to save the encounter form.

Delete CPTs from the pool:

  1. From the “Favorite CPTs” table, check the CPTs you wish to delete and click the “Delete CPTs” button.

Rename ICD9 from the pool:

  1. From the “Favorite ICD9s” table, check the ICD9s you wish to rename and click the “Rename” button.

Rearrange the order of CPTs/ICD9s:

  1. Select the CPT/ICD9 you wish move to another location.

  2. Use the “Move Items Up” and "Move Items Down” buttons to move the CPT/IDC9 up and down.

Copy from another encounter form:

  1. Select the encounter you wish to copy from the “Favorite Encounter Form” dropdown.

  2. After making changes to this encounter form click the “Save As New Encounter Form” button. The system will prompt the user to enter a name for this encounter.

  3. Enter the name you wish to call this encounter form then click the “OK” button.

Rename an encounter form:

  1. Selected the encounter form you wish to rename from the “Favorite Encounter Forms” dropdown.

  2. Click the “Rename Encounter Form” button. The system will prompt the user to enter a new name for the encounter. Enter the new name and then click the “OK” button.

Delete an encounter form:

  1. Selected the encounter form you wish to delete from the “Favorite Encounter Forms” dropdown.

  2. Click the “Delete” button.

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