Service Record

Use the Service Record window to set the provider and encounter place and mode, record billing details and set any requirements.

The Service Record window is organised into the following tabs:

Service Record Defaults

The following rules determine the default values used when creating a new service record:
  • If a specific provider is selected in the main toolbar, the selected provider is the default.
  • If (No provider selected) is selected on the main toolbar, no provider is selected for the service.
  • If a specific place and mode is selected on the main toolbar, the selected place and mode is the default.
  • If (No place and mode selected) is selected in the main toolbar, no place and mode is selected for the service.

Health Care Home (HCH)

The patient HCH Tier details are displayed next to patient banner only if the patient is registered for HCH and the HCH Tier is recorded.