Configure Encounter Defaults
Set default note formats and encounter visit types.
Configure encounter defaults so new visits start with the right note and workflow settings.
Who does this: Clinic administrators, often with clinician input.
Steps
Open Settings.
Open Encounter Defaults.
Choose Default note format in Note defaults.
Turn Behavioral-health pack on or off.
Review Encounter visit types.
Select Save changes.
New encounters use the updated defaults.
Tip: Appointment-type specific settings can override the default note format.
Troubleshooting
No encounter visit types are listed. Mark appointment types as encounters under Appointment Types.
Clinicians still choose a note format manually. Check that Default note format is not set to No default (clinician chooses).
Related
- Before this: Configure Appointment Types
- After this: Review Chart Notes
- Instead: Create Chart Note Templates
Need help? Contact your administrator or reach out to support.