Can I create an Episode of Care from the Workload Tracker page?
Yes, you can create an Episode of Care when creating an Individual Encounter or Aggregate Encounter from the Workload Tracker page.
Navigate to the WLT main page
Scroll down to patient time
Select “+ Activity”
Note that this may appear on the right hand side of the screen depending on your zoom level.
Select “+ Individual Encounter” from the mini menu that shows up.
Search for client you want to add an Episode of Care for using any of the available options:
On the far-right row of the client result, there will be a bold blue “Create EOC” text. Click this.
Note: Screenshot was taken at 90% page zoom. Higher zoom levels will bunch the columns together. There is no side-to-side scroll bar option.
If you cannot see the “Create EOC” text, try zooming out the window (Ctrl + “-”)
Complete the information as detailed in the previous section.
Save when information is complete.
Stars with an asterisk are mandatory. Form will not save if these are not completed (you will get an error message). Correct the errors and retry.
Form does not autosave so you must click “Save” to keep information.
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