Reasons For Visit

Your health service may require you to record one or more reasons for a patient's visit in their clinical record. The reason for the patient's visit may be added manually or automatically.

To enable reasons for a patient's visit to be added manually in progress notes, Reason For Visit must be set in System Parameters - Clinical.

To enable reasons for a patient's visit to be added to the Reason For Visit list automatically from clinical items, Reason For Encounter must also be set in System Parameters - Clinical.

If required, for each encounter, you can specify up to four reasons for a patient's visit to your health service.

You can add reasons for a patient's visit either automatically from the clinical item, or manually in the progress notes.

To add a reason for a patient's visit automatically from a clinical item:
  1. In the patient's clinical record, click Add Clinical Item iconClinical Item.
  2. In the Clinical Terms Browser, select the required item.
  3. In the Add Clinical Item window, set Reason For Encounter.
  4. Click Save iconSave.
The selected reasons are displayed on the Progress Notes tab.
Example Reasons for visit

In the Progress Notes, if you delete a clinical item for which you set Reason for Encounter, it is also removed from the Reasons For Visit list.

At the end of a consultation, to specify a reason for the patient's visit manually in their clinical record:
  1. On the Progress Notes tab, in the Reasons for Visit section, click Manage Reasons.
  2. In the Reasons for Visit window, click Selection list iconSelect and from the Reason 1 list, select the primary reason for the patient's visit. Both the clinical items that have been previously applied to this patient, and all items in the Reasons for Visit lookup table are included in the list.
  3. Alternatively, in the Reason 1 field enter a reason.
  4. If required, repeat steps 2 or 3 in the other Reason fields, adding up to 4 reasons.
  5. Click OK.