How to group encounters in folders

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Organizing your encounters into folders is optional. It is useful for studies which have numerous encounters over a large period of time. It can be helpful to arrange folders to reflect time intervals or information categories, for example: Pre Op Info, Post Op Info, 6 Week Follow Up, 1 Year follow up, etc.

1) From the Modify study tab, you will see the "create new folder" button at the bottom. Click there.

2) Name your folder appropriately in the box that appears and save. image:Newfolder1_(Small).png

3) Expand the newly created folder by clicking on the icon beside it. This will show a list of all encounters. To include encounters within the folder, simply check off the box. You can click on the folder again to minimize the encounters list.

image:Newfolder2_(Small).png

When you are entering data the folders and encounters will look like this within a patient profile: image:Patientprofile1_(Small).png

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