All encounters must be assigned to a provider (DVM). By default, the encounter is assigned to the provider listed on the appointment in Schedule, Flow, or Patient Chart.
For record keeping purposes, we recommend assigning a technician to the encounter in addition to the provider.
To edit the assigned provider and technician in an encounter:
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Select the General tab (farthest to the left) of the encounter footer.
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Edit the assigned provider in the Veterinarian field as needed.
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Select the appropriate staff member in the Technician field.
Some practices use the Technician field to record the customer service representative assisting the client.
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Add staff members in the Additional providers, Scribe, and Checked In fields as needed.
Video: Assign an Encounter to a Provider