Flexible encounter tracking systems and methods

A program storage device tangibly embodying a program of instructions executable by at least one processor to perform operations for documenting an encounter, comprising:

• transmitting a query comprising a patient identifier from a client electronic health record (EHR) application executing on a client computing device to a server EHR in network communication with the client EHR application;
• receiving an electronic health record (EHR) of a patient assigned to the patient identifier from the server EHR;
• receiving a request to open an encounter document associated with the patient within a graphical user interface (GUI) of the client EHR, wherein the encounter document comprises clinical data received at the client EHR during a patient encounter;
• populating a scrollable pane of the encounter document based on at least one of an encounter document template of the patient, an encounter document template for all patients, or a combination of templates, wherein the populating comprises transmitting a query for clinical data in the at least one of the encounter document template of the patient, an encounter document template for all patients, or a combination of templates to one or more databases and populating contents of the scrollable pane of the GUI with the clinical data assigned to the patient identified retrieved from the query to the one or more databases wherein the contents of the scrollable pane of the GUI comprise at least one of a data module, a subsection, or data;
• adjusting, in real-time, at least one of the data module, the subsection, or the data, wherein contents not being adjusted remain present in the scrollable pane;
• updating based on the real-time adjusting, at least one of the encounter document template of the patient, the encounter document template for all patients, or the combination of templates;
• after a user electronically signs the encounter document, creating a permanent snapshot of the encounter document, wherein the contents of the scrollable pane are not changeable;
• storing a de-identified version of the permanent snapshot;
• and
• transmitting a link to the de-identified version of the permanent snapshot with at least one of the user's or the patient's EHR for storage within the database maintained by the server EHR.

A system for documenting an encounter, comprising:

• one or more processors;
• a memory storing instructions that, when executed by the one or more processors, cause the one or more processors to:
• transmit a query comprising a patient identifier from a client electronic health record (EHR) application executing on a client computing device to a server EHR in network communication with the client EHR;
• receive an EHR of a patient assigned to the patient identifier from the server EHR;
• receive a request to open an encounter document associated with the patient within a graphical user interface (GUI) of the client EHR, wherein the encounter document comprises clinical data received at the client EHR during a patient encounter;
• populate a scrollable pane of the encounter document based on at least one of an encounter document template of the patient, an encounter document template for all patients, or a combination of templates, wherein populating the scrollable pane comprises transmitting a query for clinical data in the at least one of the encounter document template of the patient, an encounter document template for all patients, or a combination of templates to one or more databases and wherein the contents of the scrollable pane of the GUI comprise at least one of a data module, a subsection, or data;
• adjust, in real-time, at least one of the data module, the subsection, or the data, wherein contents not being adjusted remain present in the scrollable pane;
• update, based on the real-time adjustment, at least one of the encounter document template of the patient, the encounter document for all patients, or the combination of templates;
• after a user electronically signs the encounter document, create a permanent snapshot of the encounter document, wherein the contents of the scrollable pane are not changeable;
• transmit a de-identified version of the permanent snapshot for storage within the database maintained by the server EHR;
• and
• transmit a link to the de-identified version of the permanent snapshot with at least one of the user's or the patient's EHR for storage within the database maintained by the server EHR.