Say No to Post-Its!

Transcription

Say No to Post-Its!
2015 User Conference
Say No to Post-Its!
April 24, 2015- 8:15 AM
April 25, 2015- 8:15 AM
Presented by:
Ashley Johnson
Subject Matter Expert
General Workshop
Does your practice use tasks?
Who still uses post- its?
2015 Office Practicum User Conference
Where can tasks be created in OP?
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Encounter/Well Visit Templates
Main toolbar: Tasks button
Chart: Tasks tab
Encounter/Well Exam: Assess/Plan
Messages: Orders tab
Addenda: Order worksheet
Patient Account: Tasks tab, Claims, &
Payments screen
▪ Billing:Adjudications, Claims + AR
2015 Office Practicum User Conference
Departments
▪ Out of the box:
▪ Front Desk
▪ Billing
▪ Nurse
▪ Doctor
▪ Patient
▪Can add/edit departments
▪Default task assignment
▪ ease of adding additional
tasks“on the fly”
Utilities>Manage Practice>Departments
2015 Office Practicum User Conference
Well Visit and Encounter Templates
▪ Standing, Routine, or Alternate
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0,1, or 2 clicks to make the task
▪ Streamlines visits
▪ Make it specific to the visit type
▪ Can layer templates just to get additional
tasks
2015 Office Practicum User Conference
Main toolbar: Tasks Button
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2015 Office Practicum User Conference
Tasks can be created outside of a
visit
Can update the due date of a task
that may not have been completed
+ Orders gives the order worksheet
seen under Assess/Plan in notes
Tasks can be completed from this
screen
These tasks are specific to the
selected patient
Chart: Tasks tab
▪ Tasks can be created outside of a visit
▪ Can update the due date of a task that may not have been completed
▪ + Orders gives the order worksheet seen under Assess/Plan in notes
▪ Tasks can be completed from this screen
▪ These tasks are specific to the selected patient
▪ How can we easily get to their sibling if needed?
2015 Office Practicum User Conference
Encounter/Well Visit: Assess/Plan
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Have you used the F/U tab for call backs?
2015 Office Practicum User Conference
Updated templates
make this screen more
streamlined
Tasks can be completed
from the first tab or “Do
Now”
Layered templates insert
additional tasks
Messages: Orders tab
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2015 Office Practicum User Conference
Do you have an order template for
phone messages?
Addenda: Order Worksheet
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Tasks created during the visit are visible here
Can add additional tasks if needed
2015 Office Practicum User Conference
Billing: Claims +AR, Adjudications
2015 Office Practicum User Conference
Patient Account: Tasks tab, Claims, Payments
▪ Addition of tasks for
claims that need
additional follow up
2015 Office Practicum User Conference
Where can tasks be completed?
▪ Main toolbar: Tasks button
▪ Schedule and Practice Workflow: Calendar, Tracking,
Tasks tabs
▪ Chart: Tasks tab
▪ Encounter/Well Exam: Assess/Plan
▪ Messages: Orders tab
▪ Addenda: Order worksheet
▪ Patient Account: Tasks tab, Payments screen
2015 Office Practicum User Conference
Schedule and Practice Workflow
▪ Task completion:
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From the calendar tab
From the tracking tab
2015 Office Practicum User Conference
Schedule and Practice Workflow
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Task completion:
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Practice-wide view of tasks for completion
2015 Office Practicum User Conference
Action Items
▪ Update templates if necessary
▪ If there are items that are still communicated
via superbill, make it a task
▪ For future items, make them a task
▪ Make it a habit to monitor the tasks tab
2015 Office Practicum User Conference
Messaging
Does your practice use OP’s message center?
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Where can you send messages?
▪ Main toolbar: Schedule and Practice
Workflow
▪ Chart: Messages tab
▪ Diagnostic Tests
▪ Patient Account
2015 Office Practicum User Conference
Schedule and Practice Workflow
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Practice view of all messages
Send button available to quickly bring up a form to
send a message
Instant message
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Chart: Messages
▪ Specific to a single patient
▪ PMX messages sent visible
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Did you know...
You can apply a message to the current
encounter when a patient comes in for a visit?
2015 Office Practicum User Conference
Diagnostic Tests: Messaging
Pending Requisitions
Results Received/Reviewed
Patient Chart
▪ Diagnostic Tests tab
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Schedule and Practice Workflow
Patient Chart
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Patient Account: Messsaging
▪ Specific to a single patient
2015 Office Practicum User Conference
Action Items
▪ Take note of any phone or other types of
messages that are still written on paper
▪ After hours calls still on paper?
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Consider OP mobile, available in the App Store
▪ Can update the date/time of messages
recorded on paper to add them into OP
▪ Communicate new office workflows to all staff
2015 Office Practicum User Conference
Let’s
Try It!
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Questions
?
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Thank you!
Helpful Links:
Webinars: Including recorded webinars
Patient Message Exchange
Editing Templates
OP Message Center
2015 Office Practicum User Conference
We want your feedback!