If an appointment is scheduled but a provider launches the note from the File tab instead of opening the note from the Appointment Book. The appropriate note can be linked to the appointment via a pop-out box that will give the user a drop-down menu of scheduled appointments, for that client, without an attached encounter form.

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In the pop-out box, choose the appropriate scheduled appointment

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Once the appointment has been selected, click the 'New Encounter' button

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Then confirm

The encounter form will then open and the User may complete the form.

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