Patient Cases

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:”

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