Point-of-Care Module > Point-of-Care Encounter Window

Creating an Encounter

Creating an encounter consists of entering information and details on various tabs on the Encounter window. You can have several encounters in progress; however, you can only open one Encounter window per patient appointment.

To create an encounter for a patient:

1. In the Posting Type section, select the appropriate checkbox. By default, Actual Charges is always selected. To enter a PTE at the same time as actual charges, select the PTE Charges checkbox.

• This option enables you to select Actual Charges and PTE Charges and enter both at the same time. Two encounters are processed via the optical ticket scanning module.

2. In the Ticket field, select the ticket, if needed. The tickets available in the drop-down list are customized in the software. You can override the default, if needed.

3. In the Insurance Billing section, select the appropriate category. The Insurance Billing category option defaults to either Dental First or Medical First, based on the setting in Practice Preferences.

• You must select a ticket in order to activate the Insurance Billing section.

4. In the Service Information section, select the appropriate Provider, Office, Service Facility, and Department.

• You must select a ticket in order to activate the Service Information section.