Encounter Workflow & Portal Management


Cover the Encounter Workflow Review Session and Portal Management Review Session to gather necessary information and identify any gaps.


Review standard  WebChart workflows and gather information needed for system setup of the necessary encounter workflows and portal management.

Agenda - 2 Hours

  • Demonstrate Patient and Employer Portal functionalities
    • System Configuration
      • Patient Portal
      • Employer Portal
  • Demonstrate Encounter Workflows
    • System Configuration
      • Encounter Types
      • Link Encounter Types to Appointment Types
      • Protocol Templates


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.

WebChart Documentation

Last Updated:

Last Build: Tue, 02 Jul 2024 14:43:44 EDT
WikiGDrive Version: dd69069d725fca5f553df7ded62e130a49d49ca6