Capture a Live Visit

Capture a live visit so the clinical team can review the visit content and chart note.

Who does this: Clinicians.

Steps

Open the encounter workspace for the visit.

Review Session Settings before starting capture.

Select Start capture when the visit begins.

Use Pause or Pause capture when capture should stop temporarily.

Use Resume or Resume capture when the visit continues.

Select Complete encounter when the visit is finished.

Confirm Complete this encounter? if the dialog appears.

The encounter is completed and ready for note review.

Common pitfall: Complete the encounter only after the visit is finished.

Capture did not start. Check that the encounter workspace is open for the correct visit.

I paused capture by mistake. Select Resume or Resume capture.

Need help? Contact your administrator or reach out to support.