Difference between revisions of "Follow-up/Referral Worklist"
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For simplicity of demonstration I am going to go through a fairly straight forward workflow to order a follow-up and show how these go into a worklist bucket that the front desk staff can pick up. | For simplicity of demonstration I am going to go through a fairly straight forward workflow to order a follow-up and show how these go into a worklist bucket that the front desk staff can pick up. | ||
Where I think it will be helpful I will add screen shots. Here it goes: | Where I think it will be helpful I will add screen shots. Here it goes: | ||
| − | 1. Log in as a provider | + | 1.Log in as a provider |
| − | 2. Select pt from schedule or search | + | |
| − | 3. Go to the clinical desktop | + | 2.Select pt from schedule or search |
| − | 4. Go to the add clinical item for new orders | + | |
| − | 5. Click the Rx/Orders tab | + | 3.Go to the clinical desktop |
| − | 6. Click the sub-tab FU/Ref | + | |
| − | 7. Select a favorite or search for follow up | + | 4.Go to the add clinical item for new orders |
| − | 8. Select the desired follow up time (I selected follow-up 2 months) | + | |
| − | 9. Select the internal radio button if patient is to follow-up within organization external for out of organization | + | 5.Click the Rx/Orders tab |
| − | 10 | + | |
| + | 6.Click the sub-tab FU/Ref | ||
| + | |||
| + | 7.Select a favorite or search for follow up | ||
| + | |||
| + | 8.Select the desired follow up time (I selected follow-up 2 months) | ||
| + | |||
| + | 9.Select the internal radio button if patient is to follow-up within organization external for out of organization | ||
| + | |||
| + | 10,“Type” is the only required field for the provider to select. (I selected outpatient) | ||
[[Image:detail 1.jpg]] | [[Image:detail 1.jpg]] | ||
| − | 11. However if this is to generate a worklist one more step is necessary. In the additional field the appointment status picklist defaults to “Appointment Not Needed”. This needs to be changed to “Appointment Needed” | + | 11.However if this is to generate a worklist one more step is necessary. In the additional field the appointment status picklist defaults to “Appointment Not Needed”. This needs to be changed to “Appointment Needed” |
| − | 12. This changes the status to “Hold for, Scheduling” which one of the criteria for our worklist. | + | |
| − | 13. To finish click OK and Commit then save and continue. | + | 12.This changes the status to “Hold for, Scheduling” which one of the criteria for our worklist. |
| − | 14. Now log off and log in as a Front Desk user | + | |
| − | 15. To view this worklist click Tabs on the VTB | + | 13.To finish click OK and Commit then save and continue. |
| − | 16. Click Worklists on the HTB | + | |
| − | 17. Under the dropdown for worklist views select the Follow up and Referral option. Note the newly created worklist. | + | 14.Now log off and log in as a Front Desk user |
| + | |||
| + | 15.To view this worklist click Tabs on the VTB | ||
| + | |||
| + | 16.Click Worklists on the HTB | ||
| + | |||
| + | 17.Under the dropdown for worklist views select the Follow up and Referral option. Note the newly created worklist. | ||
Revision as of 20:17, 3 June 2008
For simplicity of demonstration I am going to go through a fairly straight forward workflow to order a follow-up and show how these go into a worklist bucket that the front desk staff can pick up. Where I think it will be helpful I will add screen shots. Here it goes: 1.Log in as a provider
2.Select pt from schedule or search
3.Go to the clinical desktop
4.Go to the add clinical item for new orders
5.Click the Rx/Orders tab
6.Click the sub-tab FU/Ref
7.Select a favorite or search for follow up
8.Select the desired follow up time (I selected follow-up 2 months)
9.Select the internal radio button if patient is to follow-up within organization external for out of organization
10,“Type” is the only required field for the provider to select. (I selected outpatient)
11.However if this is to generate a worklist one more step is necessary. In the additional field the appointment status picklist defaults to “Appointment Not Needed”. This needs to be changed to “Appointment Needed”
12.This changes the status to “Hold for, Scheduling” which one of the criteria for our worklist.
13.To finish click OK and Commit then save and continue.
14.Now log off and log in as a Front Desk user
15.To view this worklist click Tabs on the VTB
16.Click Worklists on the HTB
17.Under the dropdown for worklist views select the Follow up and Referral option. Note the newly created worklist.