Contents
Overview
The Requiring Action queues in your Practice Home page always keeps track of items that need your attention. Queues with items will have a yellow number label and will display the number of items that require your attention within that queue. You can use the queues to:
- Be the "To Do" lists for yourself or another office team member.
- Send reminders to yourself or another office team member.
- Manage your team and check for productivity by viewing their queues.
ℹ️ PREMIUM EHR & ADMIN USERS ONLY
To change who can sign off on items in these queues (for example, granting or revoking staff delegate privileges), an Admin Level User must make those changes in
Settings →
Admin Managed Delegates. If you do not see
Admin Managed Delegates under
Settings, you are either not an Admin or your practice does not have access to the
Premium EHR features. Contact a practice manager with Admin privileges to request changes.
Workflow Instructions
Click the Refresh button to update your queue/inboxes to see if there are any new items you need to address without leaving the Practice Home page.
Launching multiple patient charts at once
Open up to 10 patient charts from each inbox at once by clicking Launch first ... patients. A new browser tab will open for each patient chart so you can review items that need your attention.
-
Note: If new tabs do not open, it's most likely due to a Pop-up Blocker. If you see an icon with a little red "x" to the side of your web browser, click on the icon and select the "Always allow pop-ups from..." option.
Setting your display order preference
Set your preference on whether you want to see the newest or oldest items first in each inbox by selecting from the Showing dropdown. Your preference will be saved as you navigate across the inboxes, and it will be saved each time you open the Practice Home page on the same web browser.
Changing your inbox/queue view
Check for requiring action items in other office members' queues by clicking the View Queue For: dropdown men, finding the member you would like to view queue for and clicking on their name.
You also have the option to view the queue for:
- Everyone
- All Physicians
- All Staff
| Inbox | What items will appear here? | Additional details |
| Urgent |
- Office messages or patient reports addressed to you AND marked as 'Urgent' by a member of your practice.
- "Stat" reports addressed to you from interfaced lab or radiology vendors.
- Failed electronic prescriptions that you attempted to send.
- Failed electronic lab orders that you attempted to send.
- Failed faxed Letters/Referrals that you attempted to send.
| |
| Office Messages | Any office messages addressed to you directly or addressed to a user group that you are in (for example the "Staff (Group)" which has all the staff members in the practice in it) |
Click the Filter by dropdown in the Office Message inbox to further narrow the inbox by:
- All messages to Self
- Messages addressed to you directly
- Messages addressed to any groups you are part of
Click here to learn more about the office message feature.
|
| Rx Requests | Electronic prescription refill requests addressed to you. |
Click here for more details about electronic refill requests.
|
| Reports | Patient reports from the Fax Inbox or interface that are assigned to you. |
- Click the Filter by dropdown in the Reports inbox to further narrow the inbox by the report category.
- Click Re-assign to reassign the report to another provider or delegate.
|
| Reminders | Notifications from unopened letters or referral orders you created. | |
| Patient Letters | Messages sent to you by patients through Patient Passport. | Click here for more information about responding to Patient Letters. |
| Provider Letters | Messages sent to you by other providers through their Elation account or the Provider Portal. | |
| Draft Notes | Any unsigned visit notes assigned to you. | |
| Draft Letters | Any incomplete letters or referrals that were assigned to you or that you created. | |
| Draft Orders | Any incomplete prescription or test orders that were assigned to you or that you created. | |
Next Step
Check your Practice Home for outstanding Requiring Action items!
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