Patient Cases
Overview: Generating
patient cases
|
Audience: All team
members
|
Review:
Patient cases are an internal messaging system. Patients can message billing,
front office, and their providers from the portal with any concerns or
questions. Patient cases can also be used to document patient phone calls and
any other important patient correspondence outside of an encounter.
How
to generate a patient case:
A. From Quickview:
a.
From patient quickview select “Communicator” > “Create
patient case” in the patient task bar.
b.
Fill in the orange required fields > Select the appropriate “Source/Recipient”
(Note: The “Pateint Portal” portal option will go
to the patient NOT the “Patient” option) > Select the correct “Provider”.
c.
Add in the “Subject” > Indicate “Priority”
if needing immediate review > Update “Alarm Days” to match when it
needs to be reminded > fill in the “Case description” with the message.
d. In the actions bar select “Data entry completed” > ”Save”
e.
IF needing to send to another department/person reopen the
actions bar and select “Leave in review to” then type the person or
department name > “Save”
**IMPORTANT: DO
NOT leave the patient case in Data entry to anyone. ALWAYS complete the data
entry first and then “leave in review” to the appropriate
person/department or close it if just documenting**
B. From Chart
a.
To the top right corner of the chart
select the Icon > select “create patient case”
b.
Follow steps b-e above – under”
From Quickview:”
C. From Search
a.
In the AthenaOne homepage to the
far-right of the task bar search patient
b.
Once
patient is identified to the far-right again select “patient case”
c. Follow steps b-e above – under” From Quickview:”
Related Articles
Appointments Cancelled via the Patient Portal
Appointments Cancelled via the Patient Portal We’ve added a new workflow to give you real-time notifications for appointments cancelled via the portal, so that you can call the patient to reschedule. The workflow creates patient cases that go to your ...
Therapy (Non-Prescriber) Encounter Workflow: New Patient/Follow-Up
Therapy (Non-Prescriber) Encounter Workflow: New Patient Intake: Data Reconciliation Review patient intake tabs. You will see an option to reconcile any data that your patient completed in Epion. Data Reconciliation steps: A RED alert bar appears on ...
New Patient Prescriber Encounter Workflow
New Patient Prescriber Encounter Workflow 1.Data Reconciliation. • Reconcile all data with a red bar as this indicates patient has updated information. o If it is not filled out by the patient, Allergies, medications, and history (family, social, and ...
New Patient Therapy Encounter Workflow
New Patient Therapy Encounter Workflow 1.Data Reconciliation. • Reconcile all data with a red bar as this indicates patient has updated information. o If it is not filled out by the patient’s history (family, social, and past medical) must be filled ...
Schedule a Patient appointment from the Encounter
Schedule a Patient appointment from the Encounter 1.) Hover your mouse to the google athena tab that you currently have open and right click. Once you right click, select "Duplicate" to open another athena tab. *Will be helpful to remember the ...