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The new “Pre-visit Planning” encounter type allows a user to document preparation for a patient’s upcoming visit. You can review and update relevant information, place future orders that can be released at the visit and begin documentation that can be pulled into the visit note.


The new “Pre-visit Planning” encounter type allows a user to document preparation for a patient’s upcoming visit. You can review and update relevant information, place future orders that can be released at the visit and begin documentation that can be pulled into the visit note.

This new encounter type replaces the previous workflow of using a Telephone Encounter with a reason for visit of “pre-visit planning.” See tip sheet here for more information.


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