How do I run a visit from check-in to Complete Visit?

How do I run a visit from check-in to Complete Visit?

Who can do this: clinicians on the patient's care team. Coaches cannot start a visit or write visit notes.

1. Select Schedule, then open the Next Up view.
2. On the patient's card, select Confirm if the visit shows as scheduled. For an in-person visit, select Check In when the patient arrives.
3. Select Start Visit. It appears once the patient is checked in. For a video visit, see Telehealth visits.
4. The visit opens in a panel marked In Progress. Its tabs are Summary, Vitals, Chart, Orders and AI Support.
5. On the Chart tab, record the visit with AI Scribe or select Create Blank Note to write a SOAP note yourself.
6. Review the note and select Sign Note. Stay on the Chart tab until it is signed.
7. Select Complete Visit.

Complete Visit never signs for you

If you started a note in this visit and it is not signed, Complete Visit stops and opens the Chart tab with "Review and sign the note first". Sign the note, then select Complete Visit again.

Sign before you switch tabs. After you leave the Chart tab, it no longer shows your draft. The draft stays in Notes under Awaiting Signature.

After the visit finishes, a follow-up dialog lets you book the next appointment or select Skip.

If you opened a visit by mistake

Select Discard Visit, then Discard visit to confirm. The encounter is cancelled and does not show as an open visit. Anything recorded in it so far, such as vitals, an unsigned note or orders, is not saved. This cannot be undone.

If something goes wrong

"Failed to create encounter. Please try again." means the visit did not start. Select Close and try Start Visit again.