How do I create a Healthcare Event
  • 22 Nov 2023
  • 1 Minute to read
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How do I create a Healthcare Event

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Article summary

  • Access Healthcare Events from the Client Events section under the Engagement menu.

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  • On the page header, click Add New.
  • Choose a client by entering their last name or the first few letters of their last name - use the % wildcard if needed.
  • Click the refresh button (icon with double arrows).
  • Click on the individuals name and click Select.

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  • Choose the Encounter Type.
  • Enter date of the event.
  • Choose the Diagnosis Category.
  • Choose the Provider by clicking “Choose” and searching as described above.
  • Optionally select the Care Manager.
  • Change the discharge status if necessary.
  • If discharged, enter the discharge date.
  • Select the facility the individual was discharged to by searching for that facility in the list.
  • Optionally enter the Team Responsible.
  • Document or add to the reason for the health service sought in the Reason field
  • Enter the Primary Diagnosis- if you know it.
  • Enter the Route to treatment – how the individual initially went to the health service (Ambulance, Staff Transport, Taxi, etc.).
  • Enter the Discharge Diagnosis from the discharge instructions.
  • Enter the Treatment received in the higher level of care (hospital, office, ED or Urgent Care) - document a brief statement about the care received.
  • Enter Special Instructions - This is where the discharge instructions can be entered.
  • Enter the Length of Stay for Hospitalizations only.
  • Click Apply to save your changes and stay on that page or click Save to save your changes and exit this screen.

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