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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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?
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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
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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
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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
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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?
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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
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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
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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!