EncounterReady Help

Customer Help Center

Step-by-step operational procedures for therapists, billing reviewers, and office coordinators.

Daily SOAP Dictation Procedure

  1. Open Clinical Workspace on iPhone Home Screen shortcut.
  2. Record or paste dictation, then run Parse Voice SOAP, AI Draft Assist, or Route Dictation Intents.
  3. Review each SOAP section and resolve contraindication alerts.
  4. Lock and submit only after readiness score and required-form gate pass.

Claim Readiness and Reviewer Handoff

  1. Confirm diagnosis and procedure lines in claim draft preview.
  2. Check warnings for filing windows and visit-cap conflicts.
  3. Submit to billing queue with non-PHI reviewer notes only.
  4. Track reviewer status until external manual submission is recorded.

Patient Portal and Messaging Safety

  1. Send only operational reminders via notification channels.
  2. Keep diagnosis, policy numbers, and clinical findings inside authenticated app views.
  3. Use in-app ticketing for support requests with no sensitive payloads in message subject lines.