Skip to main content

How do I set up and use encounter templates?

Use encounter templates to add ease to your documentation and actioning of encounters with patients.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated over a month ago

How do I set up Encounter Templates in wawa?

  1. Visit your clinic settings

  2. Navigate to the "Encounter templates" tab under the Finance header

  3. Click "+ New template"

  4. Name your template

  5. Add any templated notes you would like, on the 'Notes' section

  6. Add any products you could like automatically charged for when logging this form of encounter, on the 'Charges' section

  7. Click "Save template"

You can easily edit your pre-existing templates from this page in the same manner with which you set them up.

How do I use Encounter Templates?

  1. Visit the relevant patient's page

  2. Either navigate to the Encounters tab under the Patient interactions header, or click "Log encounter" from the left-hand menu

    • Click "+ Log encounter" from the encounter page

  3. Choose the encounter template you wish to use.

  4. This will populate the relevant configured information across the encounter, and you can make any edits and additions as needed.

    • Overview section: This will need to be filled in manually with every new encounter, as it cannot be configured in templating as it is different for every patient and encounter.

  5. Click "Save as draft" to continue completing the encounter later

  6. Click "Complete & charge" to log the encounter, and add a charge for relevant products and services to the patient's account

Note: You can also log encounters without using an Encounter Template. You are able to do this by clicking "+ Log encounter" and choosing not to select an Encounter Template – instead filling out each detail manually.

Did this answer your question?