1. 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

2. 2015 Office Practicum User Conference Does your practice use tasks? Who still uses post- its?

3. 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

4. 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

5. 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

6. 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

7. 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?

8. 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

9. 2015 Office Practicum User Conference Messages: Orders tab ▪Do you have an order template for phone messages?

10. 2015 Office Practicum User Conference Addenda: Order Worksheet ▪Tasks created during the visit are visible here ▪Can add additional tasks if needed

11. 2015 Office Practicum User Conference Billing: Claims +AR, Adjudications

12. 2015 Office Practicum User Conference Patient Account: Tasks tab, Claims, Payments ▪ Addition of tasks for claims that need additional follow up

13. 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

14. 2015 Office Practicum User Conference Schedule and Practice Workflow ▪ Task completion: ▪ From the calendar tab ▪ From the tracking tab

15. 2015 Office Practicum User Conference Schedule and Practice Workflow ▪Task completion: ▪Practice-wide view of tasks for completion

16. 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

17. 2015 Office Practicum User Conference Messaging Does your practice use OP’s message center?

18. 2015 Office Practicum User Conference Where can you send messages? ▪ Main toolbar: Schedule and Practice Workflow ▪ Chart: Messages tab ▪ Diagnostic Tests ▪ Patient Account

19. 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

20. 2015 Office Practicum User Conference Chart: Messages ▪ Specific to a single patient ▪ PMX messages sent visible

21. 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?

22. 2015 Office Practicum User Conference Diagnostic Tests: Messaging ▪ Diagnostic Tests tab ▪ Schedule and Practice Workflow ▪ Patient Chart Pending Requisitions Results Received/Reviewed Patient Chart

23. 2015 Office Practicum User Conference Patient Account: Messsaging ▪ Specific to a single patient

24. 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

25. 2015 Office Practicum User Conference Let’s Try It!

26. 2015 Office Practicum User Conference Questions ?

27. 2015 Office Practicum User Conference Helpful Links: Webinars: Including recorded webinars Patient Message Exchange Editing Templates OP Message Center Thank you!

28. We want your feedback!