Encounters and Tags explained
This video covers the Encounters workflow in Healthaide, creating an encounter from a patient profile, attaching notes and documents, marking encounters as complete, and using tags to categorize patients for bulk actions and reporting.
Key points
- An encounter is any patient visit with a provider, and may be pending, for example an exam still in progress.
- Encounters can be asynchronous (no video call) or synchronous (the patient meets a provider on a video call).
- Open an encounter card to see patient information, the questions the patient answered, any resulting prescription, and patient documents, along with the approving doctor, date, and time.
- Tags segment patients or audiences so you can search by tag or build conditional rules.
- Create a tag with a name (the slug auto-populates), a description, a color code, and an optional expiration date.
- Tags can drive conditional rules in intake exams; for example, a consent signed tag with a 365 day expiration prompts the patient to re-sign consent once it expires.
Transcript
Now let's move to the encounters and the tags page. Here you can see I'm on the encounters page. Encounters is any patient visit with a provider. So for example, here I have a pending encounter because I have a pending exam that I'm in the middle of taking for tirzepatide or whatever it is the medication may be.
You'll see encounters here. This is actual interactions whether it's asynchronous, meaning no video call needed, or synchronous, where the patient actually needs to meet with a provider on a video call. So this is the encounters page.
If you click on the encounters card, you can see more details about this encounter, including all the patient's information, the questions that were answered by the patient, any prescription that came out of this, right? And then any of the patient documents that we may or may not need to see.
Approved by doctor so and so on this date and this time for this patient. Over to tags, you can see we have tags used for various purposes.
The first use case is to segment a patient or segment an audience. Meaning, if you have a patient that is a member or who needs some sort of follow-up, and you wanna search for that patient by the tag, or you wanna add a conditional rule based on a tag, you can create a tag here, name the tag.
The slug will automatically populate. The description, what is this tag being used for? You can color code your tags so you know that certain tags with certain colors mean specific things. And they can add an expiration date to a tag if you want to, for example, if I created a tag for consent signed, this tag has a three hundred and sixty-five day expiration date.
Another use case for these tags, like this tag in particular, is if you are your own provider network and you wanna use tags to make conditional rules in your intake exams. You can use a tag like consent signed to show that a patient who has this tag has already signed their consent forms. This tag will expire in three hundred and sixty-five days, which means three hundred and sixty-five days from now, if that patient tries to apply for care again, they're going to see the consent form again, and they're gonna need to sign it one more time, and then this tag will be applied again, right?
So tags used for various purposes. This is the encounters page and the tags page.
