Clinical care

Update encounter details

Update encounter details, priority and hospitalization information while respecting date and access controls.

Current source · source reviewed · 3 min read

Before you begin

The patient has an open encounter at your facility, and you opened that encounter.
If the encounter is Completed, Cancelled, Discontinued or Entered in error, MANSOQ refuses every change. You cannot use this flow.
If the patient is discharged, the encounter is still open. You can still update it.
You have the permissions listed below.

1. Open the encounter form

Go to the encounter page.

Open Encounter Actions. The keyboard shortcut is Shift+E.

Select Update Encounter Details.

Note: You can also press Shift+U on the encounter page. This shortcut opens the same form directly.

2. Set the encounter status, class and priority

MANSOQ shows the encounter form. Complete these required fields.

Component	What it captures
Encounter Status	The current state of the encounter. Choose Planned, In Progress, On Hold, Completed, Cancelled, Discontinued or Entered in error.
Encounter Class	The type of care. Choose Inpatient, Ambulatory, Observation, Emergency, Virtual or Home Health.
Priority	The urgency of the encounter. For the full list, see Encounter.

Note: The create form calls the Encounter Class field Type of Encounter. Both fields hold the same value.

Note: The status list does not hold Discharged. You set that status with the discharge button. See Discharge a patient.

Note: After the patient is discharged, MANSOQ disables the Encounter Status field.

Note: Which encounter classes you can choose depends on your deployment's configuration.

Note: MANSOQ applies no rules about the order of statuses. While the encounter is open, you can set any status in the list.

3. Enter the hospital identifier

Enter the facility's reference number for this encounter in Hospital Identifier. The field shows the hint "IP/OP/OBS/EMR Number".

This field is optional.

4. Enter the discharge summary advice

MANSOQ shows Discharge Summary Advice after the patient is discharged. MANSOQ also shows it when the encounter already holds advice.

Enter the advice for the patient in the text box. This field is optional.

If you clear the text and save the form, MANSOQ removes the earlier advice.

5. Complete the hospitalization details

MANSOQ shows the Hospitalization Details section only for Inpatient, Observation and Emergency encounters.

Component	What it captures
Re-Admission	A switch. Turn it on when the patient comes back for the same problem.
Admit Source	Where the patient came from.
Discharge Disposition	Where the patient goes after discharge.
Diet Preference	The dietary requirement of the patient.

For the full list of choices in each field, see Encounter.

6. Submit the form

Submit the form. MANSOQ saves the encounter.

Permissions

Permission	Access
Update Encounter non clinical	Lets you change the non-clinical details of an encounter. Administrators, Doctors, Nurses and Facility Administrators hold this permission.

Expected Outcome

MANSOQ saves the new encounter details.
MANSOQ keeps a history of every status change and every encounter class change on the encounter.
If you set the status to Completed, Cancelled, Discontinued or Entered in error, MANSOQ closes any open location stay for the encounter. MANSOQ also releases any device linked to the encounter. After that, nobody can edit the encounter.

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.