Managing the Patients To Notify list

The Patients To Notify list contains a list of patients that front-end staff need to notify for a follow-up appointment or a referral. This list includes patients with:

To Come in (TCI) follow-ups

Referrals with appointment dates

Steps

On your WorkDesk, in the Clinical Queues area, click <#> patients to notify (where # = the number of patients to notify for follow-up appointments). The Patients To Notify window opens.

To view only a particular provider’s patients, in the Practitioner list, choose a name.

In the Type list, choose one of the following options to filter the type of items in the list:

All: Both follow-ups and referrals.

Referral: Only referrals.

Clinic (default): Only follow-up tasks.

In the Group By area, choose one of the following:

Priority (default): Patients listed by the urgency of the follow-up or referral.

Patient: Patients listed in alphabetical order by last name.

In the left pane, click a patient. The Follow Up Notification or Referral Notification appears on the right.

Use the following table to enter information into the Response Log:

Field	Description
Pt Notified	Click to indicate that you notified the patient. The EMR adds the following information to the response log: Patient Notified (<your name>/MM/DDD/YYYY HH:MM). After you close the Patients To Notify list, the patient is removed from the list.
Message Left	Click to indicate that you called the patient and left a message. The EMR adds the following information to the response log: Message Left (<your name>/MM/DDD/YYYY HH:MM).
No Answer	Click to indicate that you called the patient, but there was no answer. The EMR adds the following information to the response log: No Answer (<your name>/MM/DDD/YYYY HH:MM).
Custom Response	Type a custom response specific to this patient.
Notification Log	Type any additional notes.

Note: If the notification was entered by mistake, select the Cancelled check box. After you close the Patients To Notify window, the EMR removes the patient from the list.

To book an appointment for the selected patient:

In the Follow Up Notification area, click Book Appointment. The Appointment Scheduler opens with the patient’s name selected in the Patient Search area.

Book the patient for an appointment. See Patient lists (waiting lists).

To remove a patient from the Patients to Notify list:

In the Follow Up Tasks area on your Workdesk, double-click the follow-up you want to remove from your Patients To Notify list. The Follow-up List window with the follow-up displayed on the right.

If you contacted the patient, select the Patient Notified check box.

If the patient was added to the list in error, select the Cancelled check box.

The EMR removes the patient from your Patients To Notify list.

Click Save & Close