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In Basket Folder Overview Epic Ambulatory Training Document

Purpose

This document should be used as a guide for faculty and staff to use when working tasks within the Epic In Basket. This reference tool provides detailed information about the specific folders within the In Basket and how to complete the tasks within them. Folders are listed in alphabetical order for more efficient use.

In Basket Folder Listing

ABN Follow-up Why did I receive this message? What should I do? How do I remove this message? ABN Follow-up messages are generated from the ABN Follow-Up report. For treatment plans and therapy plans, the recipient can open the plan and associate appropriate diagnoses.

Review the orders and diagnoses for which an ABN might be needed. If a different appropriate diagnosis satisfies the medical necessity check, the recipient can open the treatment plan or therapy plan to associate the diagnosis. For orders not associated with a treatment plan or therapy plan, the recipient must manually reorder the procedure or medication to associate a different diagnosis.

Click Done after associating a different diagnosis with the order or click Reviewed: ABN Required to indicate that no appropriate diagnosis satisfies the medical necessity check. The financial counselor or other user can then follow up with the patient.

Addendum Notifications

Why did I receive this message? What should I do? How do I remove this message? Addendum Notifications messages are system generated and notify the recipient that another user has edited an encounter that he/she closed.

Click Encounter to review the changes.

Click Done to remove the message from the In Basket.

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Anticoagulation Enrollment

Why did I receive this message? What should I do? How do I remove this message? Anticoagulation Enrollment messages are sent when an order for an anticoagulation procedure is placed. This message is sent to a managing pool that is specified in the order.

Select a patient message and click Enroll. Enter the appropriate Information in the Weekly max Dose (mg), INR Check Location, and Preferred Lab Fields. Note that the answers for the order specific questions appear in the INR Goal, Responsible Group, Target End Date, and Date of First INR Check fields. If necessary, change this information. Click Accept to enroll the patient.


Canceled Ord

Why did I receive this message? What should I do? How do I remove this message? Canceled Order messages are system generated and notify the recipient that someone cancelled an order that he/she placed. Detail is given about which order was cancelled, who cancelled it and the reason for cancellation.

Review the message. Determine if any follow-up action is needed.


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Cancer Staging

Why did I receive this message? What should I do? How do I remove this message? Cancer Staging messages contain information on a patient's cancer stage. They are sent using the Route button from the Cancer Staging activity in Beacon.

Depending on the recipient's role, the information should be reviewed and any necessary actions taken based on the Suggested Action and the recipient's role . A message is created/generated when the Route button is clicked, a stage routing form appears with default values depending on what has been entered. These values determine both the Suggested Action and Default Display. This logic is hard-coded in the stage routing form: * If both the clinical and pathologic stages are signed, then the form defaults the suggested action to Review and the initial display to Summary (that is, to show the Summary stage). * If the clinical stage is signed but not the pathologic stage, then the form defaults the suggested action to Stage and the initial display to Pathologic. This is guessing that the user might be forwarding the stage to someone who can complete the pathologic staging, such as a Pathologist. * If the clinical stage isn't signed yet, then the form defaults the suggested action to Stage and the initial display to Clinical. This is guessing that the user might be forwarding the stage to someone who can complete the clinical staging, such as an Oncologist

The removal method depends on the recipient's role. If the recipient's action is Review, he clicks Done to complete the message. If the recipient's action is Stage, he clicks Stage to be brought to the Cancer Staging activity. Once staging is completed, the recipient closes the activity, returns to the In Basket, and clicks Done.

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CC’d Charts

Why did I receive this message? What should I do? How do I remove this message? CC’d (carbon-copied) Charts messages are created by another user who chose to carbon-copy the chart to the recipient. They did this by adding the recipient in the Follow-up section or from Chart Review. A provider might send this type message about a patient the recipient referred to him/her, as an FYI, or as a task to be performed.

Check for sender’s comment/message at top of the In Basket message. Click Encounter to access the patient encounter or Review to enter Chart Review.


Community Provider Message

Why did I receive this message? What should I do? How do I remove this message? Community Provider Messages are manually created messages sent to community providers as a type of staff message.

Review the message. Click Reply to reply to the message are any other appropriate follow-up action.


Cosign-Charts

Why did I receive this message? What should I do? How do I remove this message? Cosign Charts are systems generated messages notifying the recipient of patient charts that need his/her cosignature. They are typically sent when a user that does not have signing authority places an order.

Review the information and click Sign to cosign the chart. Click Encounter to access and review the encounter, review the patient's chart, view the Flowsheet, etc. Write an encounter-level QuickNote. Compose a Letter or Telephone Encounter to document a telephone encounter with the patient.

Click Sign to remove the message from the In Basket.

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Cosign – Clinic Orders

Why did I receive this message? What should I do? How do I remove this message? Cosign Orders are system generated messages notifying the recipient of placed orders that need his/her cosignature. Recipients typically receive these messages when a resident, nurse, nurse practitioner, or physician's assistant places an order and their security requires a co-signature.

Review the information in the message. Click Encounter to access the encounter in which the order was placed. Take appropriate follow-up action with the provider who made the order, if necessary.

Click Done to remove the message from the In Basket

Cosign Notes

Why did I receive this message? What should I do? How do I remove this message? Cosign Notes messages are created by another user. A resident/fellow on inpatient service selected the recipient as the cosign for an inpatient note.

Review the information in the message. Cosign the note directly from the message and edit it if necessary. These messages might have responsibility associated with them, which means that the recipient cannot delete the message until it has been cosigned or forward to another provider. Click Cosign to cosign the note. Click Edit to edit the note. Click Encounter to access the inpatient encounter in which the note was created.

If the message has responsibility associated with it, cosigning the note, forwarding it with responsibility to another provider, or editing the note and specifying it as not cosign-required automatically removes it from the In Basket. If the message does not have responsibility associated with it, the recipient can mark it as Done to remove it from the In Basket

Cosign-Meds

Why did I receive this message? What should I do? How do I remove this message? Cosign-Medications messages notify the recipient of placed orders that need his/her cosignature. Recipients typically receive these messages when a resident, nurse, nurse practitioner, or physician's assistant places a medication order and their security requires a co-signature.

Review the information in the message. Click Cosign to cosign the medication order and click Edit to edit the medication order. Click Encounter to access the inpatient encounter in which the order was placed. If necessary, take appropriate follow-up.

Access the patient encounter and review and sign the medication orders to remove the message from the In Basket.

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Covered Work

Why did I receive this message? What should I do? How do I remove this message? Covered Work messages notify the recipient of tasks that other users have performed for the recipient while he/she was Out of Contact.

Because Covered Work messages are strictly informational, the recipient only needs to review the information.


CRM

Why did I receive this message?

What should I do? How do I remove this message?

Customer Relationship Messages (CRM) are generated when a patient initiates a message through MYC via the Ask Customer Service option in the Message Center.

Click Disp CRM to open the CRM record directly from the message. This opens the CRM in the associated patient workplace, where the recipient can work on resolving the issue. Click Postpone to postpone addressing the message.

Access the CRM and resolve the issue, the message is removed from the In Basket.

CRM Notification



Customer Relationship Message (CRM) Notification messages act as general notifications concerning CRM records.

Click Select Patient to search for a patient to review.


PT CRM Request



Patient Customer Relationship (CRM) Request Messages notify the recipient of a CRM communication that a patient has sent. Patients send messages of this type and receive replies from providers through MyChart.

Review the associated CRM and click Reply to Patient to reply to the message.


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Dictation



Dictation messages appear when an audio file needs to be transferred into a transcription by someone within the organization. If the workflow is done completely within Epic, Dictation messages contain audio dictation files that are awaiting transcription. These messages are typically sent by providers to transcription pools or individual users. The recipient can play back the dictation directly from the message. Transcriptionists typically receive these messages.

Click Dictation to play back the recording and transcribe and save the text. When finished, click Send Text to send the text back to the sender of the dictation message for review.


E-Prescribe Errors



E-Prescribe Errors messages notify the recipient that an interface error occurred when an attempt was made to transmit a prescription electronically to a pharmacy. These errors occur if an e-prescribing provider or pharmacy is not found in the system or if there are connectivity issues with the pharmacy.

Review the message. Click Chart to review the patient’s chart. Communicate with the pharmacy by faxing or calling the pharmacy directly.


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Follow-up Reminder



Follow-up Reminder messages remind the recipient to complete some particular task associated with a recently closed encounter. They are sent when the recipient selects the Send reminder check box in EpicCare Ambulatory's Follow Up section and then closes the encounter. Both the encounter provider and the provider who closed the encounter receive these messages.

Review the information and click Encounter to access the encounter for the patient. Click Chart to review the patient's chart.


Failed Fax



Failed Fax messages allow users to follow up on faxes that fail to transmit. When a fax fails, the message is sent to a pool or user so they can resend the fax.

A pool of users receives a Failed Fax message when a fax fails. The message contains information about the relevant patient, encounter, or CRM; the originating department; and the intended recipient. The user who takes responsibility for the Failed Fax message attempts to resend the fax.

Click Complete to mark the message as done.

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Health Maintenance



Health Maintenance messages include information about upcoming and overdue topics for the patient. It is intended that a the recipient who views a Health Maintenance message will call the patient about these topics.

Review the information, and if necessary click Dial to call the patient about the upcoming topic. Click Review to review the patient's chart or click Letter to create a letter.


Hospital Chart Completion



Hospital Chart Completion messages notify the recipient of incomplete or missing documentation. The recipient can do the necessary work to complete the deficiency from the In Basket folder. If necessary, jump into the patient's chart to write a new note.

Click Sign to sign the order cosign or click Edit to edit and sign the unauthenticated transcription. If the deficiency calls for the recipient to document or dictate a new note, click on the hyperlink to jump to the notes activity in the patient's chart.

Complete the requested action or decline the message or click Already Done to remove the message from the In Basket.

Hospital ADT



Hospital ADT messages are system created alerting the recipient that his/her patient has been admitted to the hospital. They are sent to a patients' primary care providers and other members of the patient care team when hospital admissions are created in ADT.

Review the information in the message. Click Review to access the Chart Review activity for that patient or click Flowsheets to access the Flowsheets activity.


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Incoming Fax

Why did I receive this message? What should I do? How do I remove this message? Incoming Fax messages are scanned documents for medication refills, orders, authorization, etc. Displays hyperlinks to faxed patient reports that have been scanned into the patient's record.

Review the information. Take the appropriate follow-up action.

When finished, mark message as Done to removed it from the In Basket.

INR Reminder

Why did I receive this message? What should I do? How do I remove this message? INR Reminder messages pertain to providers with patients in Anticoagulation Therapy. The recipient will receive this message on the day a patient is scheduled to return for his/her INR check.

Click Enc to access or create an anticoagulation encounter and complete the anticoagulation encounter. When the recipient creates an encounter using the Enc button, the message will be automatically retracted.

The message will remain in the In Basket as a reminder until an INR check is completed.

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Letters

Why did I receive this message? What should I do? How do I remove this message? Letters messages contain hyperlinks to letters for printing and are usually sent by providers to receptionist or nurse pools. The letters contained within Letter messages are usually patient-related, and typically contain information concerning upcoming appointments, lab results, and immunization reminders. Clinical Support Staff typically receive these messages.

Click the Hyperlink in the message report to open, edit, and print the letter or click the Letter button to open a letter encounter. Review letter and edit, if needed. Add/removed recipients as needed. Use Route to send the letter to someone else. Print/Send the letter. Print, Mark as Sent and Accept (use to print, mark it as sent and file the letter in Epic), Mark as Sent and Accept (use when a printed copy is not needed (i.e. when faxing, emailing.)


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Letter Queue

Why did I receive this message? What should I do? How do I remove this message? Letter Queue messages are sent from the Communication Management navigator section when a user creates a new communication and routes it to support staff for future editing. If the communication includes a letter, the print group displays a hyperlink to the letter. Instructions can be included for support staff to clean up the letter, enter more recipients or perform other actions.

Complete the follow-up tasks indicated in the message. For example, edit and print the letter by using the hyperlink. The user who originally sent the communication can retract or make changes to the letter while it is in the recipient’s In Basket. This message can be enabled for responsibility and can be forwarded. If the recipient receives a forwarded message without responsibility, review the information and click Done to remove the message from the In Basket.

Send the letter to the appropriate recipients using the Comm Mgmt button and the status will automatically be changed to Done and the communication will be removed from the pend list. Print/Send the letter. Print, Mark as Sent and Accept (use to print, mark it as sent and file it in Epic.) Mark as Sent and Accept (use when a printed copy is not needed (i.e. when faxing, emailing).

Unsent Letters

Why did I receive this message? What should I do? How do I remove this message? Unsent Letters messages remind the recipient that he/she has created a letter but have not yet marked it as Sent. In addition to a link to the associated letter, these messages also contain relevant information about the visit, patient, and provider that the letter references. Access and subsequently edit and send the letter in question directly from the message. Access and review the related encounter if necessary.

Review the information and click the hyperlink to open the letter. Click the Encounter button to view the encounter the letter was created in. Edit Letter opens the letter to be edited. To delete a letter, go to Letters Activity, All Letters tab and select the letter (match date and from/to). Click Delete, click Delete button at prompt. In Chart Review, Letter tab, the letter’s Status is Deleted.

Open the encounter to access the letter and mark as sent. The message will then automatically be retracted. Print/Send the letter. Print, Mark as Sent and Accept (use to print, mark it as sent and file it in Epic.) Mark as Sent and Accept (use when a printed copy is not needed (i.e. when faxing, emailing).

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My Incomplete Notes

Why did I receive this message? What should I do? How do I remove this message? My Incomplete Notes messages are system generated and intended as a reminder to the recipient to complete a note marked as Incomplete before he/she left the patient's workspace. Incomplete note messages can also be sent for shared notes.

Review the information in the message. Click Encounter to open the encounter and complete tasks. Click Edit Note to open the note, complete, click Accept. Click Mark Cmplt to mark the note as completed when there are no unresolved variables or wildcards. Sign the note.

Once the note is updated and marked Complete, the message is automatically removed from the In Basket.

My Open Encounters

Why did I receive this message? What should I do? How do I remove this message? My Open Encounters messages are system generated and serve as reminders of work that still needs to be done in encounters that the recipient have not closed.

Open a message, review the information and determine if any action is necessary. Click Encounter to access the encounter. Make any changes, complete tasks, etc. Click Sign Encounter.

When all tasks are complete, and the encounter signed, the message Status will be Retract. Click Refresh on In Basket toolbar and message will be removed from the In Basket.

My Open Charts

Why did I receive this message? What should I do? How do I remove this message? My Open Chart messages are triggered by end of day process. These messages notify the recipient of encounters that he/she have not yet closed. These messages are primarily used for Office Visits that have been open for more than 24 hours.

Click on message, at top of message report under “To Close This Visit” will be listed Required Items that need attention.

Each Required Items listed is a hyperlink to that section. Complete the required items, then click the Sign Visit.

Once the encounter is closed the message will be removed from the In Basket.

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My Unsigned Orders

Why did I receive this message? What should I do? How do I remove this message? My Unsigned Orders messages are system generated and notify the recipient or pools that orders have been entered in the system but not signed.

Click Encounter to review the information and sign or cancel the order.


Orders

Why did I receive this message? What should I do? How do I remove this message? Orders messages are system generated messages to notify the recipient of orders that need to be performed on a patient.

Click Add Info to review the order and document it as appropriate.


Order Information

Why did I receive this message? What should I do? How do I remove this message? Order Information messages appear for the recipient when a task has been created for an order using rule-based order transmittal. Additional information can then be entered for this order before the order is released.

Click Add'l Info to access the Multi-Step Task window. Enter additional information in the Order Composer section of this window and click Accept to complete the task.


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Outside Events

Why did I receive this message? What should I do? How do I remove this message? Care Everywhere/Outside Events messages inform the recipient that an event has occurred for a patient who participates in Care Everywhere. This message is sent to the In Basket of the patient's general PCP, and to a pool if configured to do so. Each of the following Epic events triggers an In Basket alert message: - Admitting a patient in an inpatient encounter. - Closing an outpatient encounter. - Completing a hospital outpatient visit. - Discharging a patient in an inpatient encounter. - Dismissing a patient from an emergency department.

Review the information (Summary report, Documents, Lab results, etc.) as described in the message. Click Request Outside Records to request updated information for the patient. Click Care Everywhere to access the Care Everywhere Outside Records activity.


Outside Messages

Why did I receive this message? What should I do? How do I remove this message? Outside Messages inform clinicians that information about a patient is available from an outside organization. There are three types of messages: - Clinical Document or Clinical Record: contains a Continuity of Care Document or a Continuity of Care Record from another organization. - Incoming Referral: notifies a clinician that a referral has been scheduled with him/her. - Referral Notification: notifies the referring clinician that a referral has occurred.

Review the information as described in the message. Click Care Everywhere to access the Care Everywhere Outside Records activity. From this activity, clinicians can view additional information about the patient from outside organizations. Click Chart Review to see the patient’s chart. Click Forward to forward the message to another user. Note that clinicians can forward messages only to other users at the organization. Clinicians should be sure to forward messages to users who are appropriate recipients of the information.


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Overdue Results

Why did I receive this message? What should I do? How do I remove this message? Overdue Results messages are system generated. They notify the recipient of orders placed by him/her that have not been resulted.

Click Extend to extend the order. Click Cancel to cancel the order. Click Review to review the patient's chart. Click Telephone Call to create a telephone encounter with the patient. Click Letter to compose a letter to the patient.


Patient Call

Why did I receive this message? What should I do? How do I remove this message? Patient Call messages notify the recipient of a patient-related call.

Click Reply to reply to the user who sent the message or click Forward to forward it to another user (be sure to keep the encounter open.) Route the encounter to the appropriate person, then click Send and Close Workspace button or the ‘X’ in the patient’s tab. Call the patient, re-open the telephone encounter, document what was discussed with the patient, and then close the encounter. Click Sign Encounter.

Mark message as Done to remove from the In Basket.

Pt Reminder

Why did I receive this message? What should I do? How do I remove this message? Patient Reminder messages are sent to remind the recipient of items to talk to the patient about. Pt Reminder messages can be sent to the recipient by other staff members, and providers commonly send them to themselves as well. When they are sent, these messages appear not only in the recipient’s In Basket, but in the SnapShot of the associated patient as well. This way, the reminder can be easily viewed while in the patient's workspace.

Review the information as appropriate and decide if any action needs to be taken. Click Telephone Call to access a telephone encounter for the patient. Click Flowsheet to access the flowsheet activity. Click Letter to create a letter encounter for the patient.

Click Done to remove the message from the In Basket and the associated patient's SnapShot.

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Prior Authorization

Why did I receive this message? What should I do? How do I remove this message? Prior Authorization messages inform the recipient that an action, such as answering a question, must be performed before prior authorization can be obtained.

Click Answer Questions to answer questions sent by pharmacy benefit managers to determine whether prior authorization will be granted for the medication order.

To remove this message from the In Basket, click Complete or complete another action, such as answering questions or appealing the pharmacy benefit manager's decision.

Pt Advice Request

Why did I receive this message? What should I do? How do I remove this message? Patient Advice Request messages notify the recipient that a patient is requesting medical advice. Patients send messages of this type and receive replies from providers through MyChart.

Recipients may receive the message as a member of a pool, accept or deny the work by using the Take and Put Back buttons. Click the Take button to take responsibility for the message, then click Reply to Patient to reply to the message. Click Telephone Call to follow up by creating a telephone encounter. Click Letter to compose a letter to the patient.


Pt Flowsheet

Why did I receive this message? What should I do? How do I remove this message? Patient Flowsheet messages are system generated notifications or alerts of patient-entered flowsheet data which the patient provides in MyChart.

Click Pt Flowsheet to view the details in flowsheet format and graph the results as necessary. To contact the patient about the readings, click Msg to Pt to open the Secure Patient Message activity and write a message to the patient.


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Pt Rx Request

Why did I receive this message? What should I do? How do I remove this message? Patient Prescription Request messages inform the recipient that a patient has requested a refill for a medication. They are sent when a patient requests a medication refill through MyChart and the recipient is listed as the authorizing provider or member of the designated refill request pool.

Recipients receive the message as a member of a pool, accept or deny the work by using the Take and Put Back buttons. Review the message, decide whether to authorize or deny the refill. Click Renewal to authorize the refill. Click Chart for more information before making a decision. Click Reply to Patient to reply to the message.


Pt Schedule

Why did I receive this message? What should I do? How do I remove this message? Patient Schedule messages are very similar to Pt Schedule Request messages except that they are responsibility enabled. These messages inform the recipient of a request by a patient sent through MyChart to schedule and/or cancel an appointment.

Recipients receive the message as a member of a pool, accept or deny the work by using the Take and Put Back buttons. Review the request and either schedule an appointment or resolve the issue. Click No Action if nothing needs to be done, Called the Patient to indicate that the patient was called to resolve the issue, or Reply to Pt to reply to the patient message.

Schedule an appointment or click No Action to remove the message from the In Basket.

Pt Unread Msg Alerts

Why did I receive this message? What should I do? How do I remove this message? Patient Unread Message Alerts are messages sent to a provider if a patient using MyChart has not read a message after a certain amount of time.

This message is informational only. Review the information and follow up with the patient by other means.

When the patient reads the original message the In Basket message is removed.

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Pt Reports

Why did I receive this message? What should I do? How do I remove this message? Patient Report messages are used to send letters and encounter reports from the EpicCare's Communication Management section when a provider is selected with the In Basket routing option.

Click Encounter to access an encounter for the patient.


Pt Questionnaire

Why did I receive this message? What should I do? How do I remove this message? Patient Questionnaire messages are sent to when the patient completes a questionnaire he/she was sent. The recipient receives a summary of the patient responses. Once a patient submits the questionnaire form a Pt Questionnaires message containing the completed questionnaire text and associated HQA record is sent back to the user who originally sent the message with the link in it.

Recipients receive the message as a member of a pool, accept or deny the work by using the Take and Put Back buttons. Review the information. Click MyCht Enc to access a MyChart encounter. Click E-Visit Enc to access an E-visit encounter or click Reply to Patient to reply to the patient.


Referral Message

Why did I receive this message? What should I do? How do I remove this message? Referral Message messages allows users to more easily exchange information regarding referrals. Users can attach a referral directly to the Referral Message, which is then updated to include details about the referral. Check boxes within the creation activity make it more efficient to send messages to recipients associated with the referral.

Click Reply to reply to the message or Forward to forward it. Click Display Refrl to access Referral Entry for the referral associated with the message. Click Create Note to create a referral note consisting of the chain of In Basket messages related to the referral.


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Refill Errors

Why did I receive this message? What should I do? How do I remove this message? Refill Errors messages are electronic notifications used for following up on refill errors returned from the interface.

Recipients receive the message as a member of a pool, accept or deny the work by using the Take and Put Back buttons. Refill error messages occur when receiving refill requests from an e-prescribing interface, such as SureScripts, and the system cannot find an exact match for some aspect of the refill request. The following errors can be found: *Patient not found. *Duplicate patient found. *Medication not found. *Provider not found. *Other. If either of the first two errors occur, click the Link Patient button to look up the correct patient and link him to the refill request messages. If any of the other errors occur, contact the pharmacy to resolve the error.


Results

Why did I receive this message? What should I do? How do I remove this message? Results messages contain test results. These messages are sent when a provider enters result data for a given lab, image, or cardiology test. Typically, they are sent to a results pool and the encounter or authorizing provider.

The recipient is expected to review the results, take any appropriate follow-up action and acknowledge the results have been reviewed. There are many follow-up actions: Review results and add a result note. Route the results for follow-up with patient. Send a letter to patient about results. Order further tests by clicking on Reflex Orders icon.

Mark message as Reviewed or Done to remove from the In Basket. The message will automatically be removed and the next message will open.

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Result Notes

Why did I receive this message? What should I do? How do I remove this message? Result Notes messages contain test results that were initially sent to another clinical user. They contain the results and any documentation that the original clinical user created concerning them. The original clinical user can send a Result Note message if he/she needs the recipient to create additional documentation, take some other follow-up action, or simply wishes to inform the recipient of the results.

Review the information and click Result Note to add to the documentation if necessary. The recipient can also create a letter or telephone encounter, review the patient's chart, or access the related encounter directly from the message.

When appropriate action is taken on the message, click the Reviewed button to remove the message from the In Basket.

Results Routing Errors

Why did I receive this message? What should I do? How do I remove this message? Results Routing Errors messages are sent when results messages fail to route to a recipient. They indicate why a result message failed and allow members of the error pool to quickly resolve configuration issues.

Click links to the User Editor, Provider Editor, or Pool Editor to resolve issues with configuration that led result messages to fail to reach the recipient. Click Resend for this recipient to send the results message to the recipient marked on the message. Click Retrigger results routing to resend results messages for orders listed in the message back through results routing.

Resolve all indicated configuration issues and resend the results messages.

Review Reports

Why did I receive this message? What should I do? How do I remove this message? Review Reports messages display hyperlinks to reports routed from the Chart Review activity to the recipient, along with any comments entered by the sender.

Click Select Patient to search for a patient to review. Click Review to review a patient's chart.


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Rx Refill

Why did I receive this message? What should I do? How do I remove this message? Prescription Refill messages inform the recipient that a patient has made a request to their pharmacy for a medication refilled. The pharmacy sends a Rx Refill message to the appropriate authorizing provider for approval. As the authorizing provider the recipient can approve, refuse, reassign, and edit the refill directly from the message.

Review the information and then decide on the appropriate action. To approve the refill, click Approve. To refuse the refill, click Refuse. To edit the refill, click Edit. If the message was received in error, click Reassign to send it to the correct provider. Click Sign to sign the order.

Sign or reassign the order to remove the message from the In Basket.

Rx Requests

Why did I receive this message? What should I do? How do I remove this message? Prescription Requests messages inform the recipient that a patient has made a medication refill request that needs his/her approval. These messages are typically created by an MA or nurse when a patient calls for refill.

Click Approve All to approve the request. Click Refuse and Route to refuse the request and send it to staff. Click Edit Rx to edit the request. Depending on the system's configuration, the recipient might be able to approve some medications and refuse others. Click Encounter to access the encounter in which the request was placed and review the patient's chart.

Taking action on the message will remove it automatically from the In Basket.

Rx Response

Why did I receive this message? What should I do? How do I remove this message? Prescription Response messages are from medication authorizing providers that inform the recipient of their approval or refusal of refill requests the recipient sent to them. They are used in conjunction with the previously discussed Rx Request messages.

Review the information and call the patient to inform him/her of the provider's decision. Click Encounter to make any necessary documentation in the related encounter and then close the encounter.

After updating the encounter with appropriate documentation and calling to patient to let them know the provider's decision, click Done to remove the message from the In Basket.

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Schedules

Why did I receive this message? What should I do? How do I remove this message? Schedules messages are sent to scheduler pools by staff members. Within the message a visit type, provider, department, patient, phone number, appointment notes, and scheduling notes can be specified. When a Schedule message is sent, a scheduler in the pool can make an appointment with the patient directly from the message. Front Desk Staff typically receive these messages.

Click Schedule to make an appointment. Schedule an appointment or click Done to remove the message from the In Basket. Mark the message as Done and enter a completion message to explain why an appointment wasn't scheduled.

See What should I do?

Timeout Msg

Why did I receive this message? What should I do? How do I remove this message? Timeout Messages are system created messages informing the recipient of unfinished work when a Hyperspace session timed out and closed.

Review the information and use it to go back to the task when the session timed out. For example, click Encounter to access an encounter the recipient was working in when the timeout occurred.


Transcription

Why did I receive this message? What should I do? How do I remove this message? Transcription messages are system generated and contain transcriptions awaiting review and authentication by the recipient. The recipient can open a Transcription message to review, edit, and authenticate the transcription directly from the message.

Review the transcription in the message. Click Sign to authenticate it if it is correct. Click Edit to edit it if it is incorrect. If received in error, click Reassign to reassign the message to the correct user.

Accept the transcription to authenticate it or reassign it to another user to remove the message from the In Basket.

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Treatment Plans

Why did I receive this message? What should I do? How do I remove this message? Treatment Plans messages are sent when a user routes a treatment plan. A user clicks Route Plan in a treatment plan or in Reporting Workbench.

The recipient clicks Treatment Plan and chooses the type of encounter to open or create for this treatment plan. Click Chart to go to Chart Review for the patient.
