2015 User Conference Say No to Post-Its! April 24, :15 AM April 25, :15 AM Presented by: Ashley Johnson Subject Matter Expert General Workshop

2015 Office Practicum User Conference Does your practice use tasks? Who still uses post- its?

2015 Office Practicum User Conference Where can tasks be created in OP? ▪ 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 ▪ 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 ▪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

2015 Office Practicum User Conference 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 Have you used the F/U tab for call backs? ▪Updated templates make this screen more streamlined ▪Tasks can be completed from the first tab or “Do Now” ▪Layered templates insert additional tasks

2015 Office Practicum User Conference Messages: Orders tab ▪Do you have an order template for phone messages?

2015 Office Practicum User Conference Addenda: Order Worksheet ▪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: ▪ From the calendar tab ▪ From the tracking tab

2015 Office Practicum User Conference Schedule and Practice Workflow ▪Task completion: ▪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?

2015 Office Practicum User Conference 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 ▪Practice view of all messages ▪Send button available to quickly bring up a form to send a message ▪Instant message

2015 Office Practicum User Conference Chart: Messages ▪ Specific to a single patient ▪ PMX messages sent visible

2015 Office Practicum User Conference 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 ▪ Diagnostic Tests tab ▪ Schedule and Practice Workflow ▪ Patient Chart Pending Requisitions Results Received/Reviewed Patient Chart

2015 Office Practicum User Conference 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? ▪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!

2015 Office Practicum User Conference Questions ?

2015 Office Practicum User Conference Helpful Links: Webinars: Including recorded webinars Patient Message Exchange Editing Templates OP Message Center Thank you!

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