MANSOQ Clinical care
Create an encounter
This flow describes how to create an encounter for a patient at a facility. You can start the encounter from the patient page or from an appointment. Pre-requisites - The patient is registered in MANSOQ, and you have opened the patient at the…
3.1 · versioned documentation · 5 min read
Overview
This flow describes how to create an encounter for a patient at a facility. You can start the encounter from the patient page or from an appointment.
Pre-requisites
- The patient is registered in MANSOQ, and you have opened the patient at the facility.
- If you start the encounter from an appointment, the patient has a booked or checked-in appointment at that facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create encounter | Lets you create an encounter for a patient at the facility. Administrator, Doctor, Nurse and Facility Administrator have this permission. |
Note: If you do not have this permission, MANSOQ does not show the action.
Steps
1. Open the encounter form
You can open the form from four places.
From the patient page. Open the patient at the facility. Select the Create Encounter quick action. Keyboard shortcut: e.
From the patient's Encounters tab. Open the patient. Go to the Encounters tab. Select Create Encounter. This action appears when the patient has no encounter yet.
From an appointment, with Start Consultation. Open the appointment page. In Quick Actions, select Start Consultation. Keyboard shortcut: 1. MANSOQ opens the form with the status set to In Progress. MANSOQ also links the encounter to the appointment. When you confirm, MANSOQ moves the appointment to In Consultation.
Note: If the appointment already has an encounter, Start Consultation does not open the form. MANSOQ moves the appointment to In Consultation. MANSOQ then opens the existing encounter on its Overview tab.
From an appointment, with Create Planned Encounter. In the same Quick Actions panel, select Create Planned Encounter. Keyboard shortcut: 2. MANSOQ opens the form with the status set to Planned.
The form is titled Initiate Patient Encounter. Below the title, MANSOQ shows "Begin a new clinical encounter for" and the name of the patient.
2. Complete the form
Complete the fields in the order they appear.
| Component | What it captures |
|---|---|
| Date and Time (required) | The date and the time the encounter starts. You can pick a future date only when the status is Planned. |
| Type of Encounter (required) | The kind of care the patient receives. Select one tile. See the tile list below. |
| Status (required) | The state of the encounter. Choose In Progress, Planned or On Hold. These are the only statuses you can set at creation. |
| Priority (required) | How urgent the encounter is. MANSOQ preselects Routine. For the full list, see Encounter. |
| Tags (optional) | One or more tags that your facility configured for encounters. |
| Departments (required) | The departments that look after the patient. Select at least one department. Departments control who can see the encounter. |
Each Type of Encounter tile carries a short description.
| Type of Encounter | Description |
|---|---|
| Inpatient | Patient is admitted to the hospital. |
| Ambulatory | Patient visits for outpatient care. |
| Observation | Patient is under observation. |
| Emergency | Mark as emergency if immediate attention is required. |
| Virtual | Virtual/telehealth consultation. |
| Home Health | Care provided at patient's home. |
Note: Which encounter types you can choose, and which type MANSOQ preselects, depend on your deployment's configuration.
3. Save the encounter
Select Create Encounter. The button shows "Creating…" while MANSOQ saves the encounter. To close the form without saving, select Cancel.
If MANSOQ shows an error, correct the entry and save again.
| Message | What to do |
|---|---|
| Future date is only allowed for planned encounters | The start date is in the future, but the status is not Planned. Move the date back, or set the status to Planned. |
| At least one department is required | Select a department. The Create Encounter button stays disabled until you select one. |
| Patient already has maximum number of active encounters (5) in the facility | The patient already has the maximum number of open encounters at this facility. Close one of them, or continue in the existing encounter. |
| Encounter already has an associated booking | The appointment you started from already has an encounter. Open that encounter instead. |
Note: The maximum number of open encounters per patient at a facility depends on your deployment's configuration. The default maximum is 5.
Expected Outcome
- MANSOQ shows the message "Encounter created successfully".
- MANSOQ opens the new encounter on its Overview tab.
Related
Concepts:
Flows:
- Update Encounter details
- Assign an Encounter location
- Manage the Encounter care team
- Manage Encounter departments
- Manage Encounter tags
- Discharge a patient
- Complete an Encounter
- Restart an Encounter
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.