Category: Patient Engagement

Posts dealing with patient interaction or patients as the end user in Chart Talk

Compose Message

Kayce Cole

Message_Compose

    Send to

    –

  1. Staff
  2. Patient
  3. Patient Representative

    4. Selection Tool

    –

  4. Selection List – based on above filters
  5. Add >> – Move highlighted name to recipient list
  6. << Remove - Remove highlighted name from recipient list
  7. Patient – Select the patient the message is regarding
  8. Reference – Additional qualifier
  9. Subject
  10. Message

REPORT: Birthday List

Kayce Cole
Purpose
The Birthday List Report is a monthly view of patient birthdays.

Filter: Month

Header: Patient Birthday List

Sort Results: Finished list sorted from the beginning of the month to the end.

Column Data: Last name, First Name, Address, City, State, Zip, DOB, Home Phone

Footer: NA

ClicalReport_BirthdayList

1. Month of active patients that have a birthday in the selected month.

2. Click to run the report.

Assign New

Kayce Cole

Documents_AssignNew

  1. Patient – Select Patient
  2. Add Assigned Document
  3. Remove Assigned Document
  4. Done

Delete an assigned document:

  • Locate Patient: Last Name, First Name
  • Click the document on the right side table you wish to delete
  • Click the back arrow to move to left table
  • Click Done

    • Amendments

    Judy Barnes

    An amendment is an official request made by the patient or patient representative. An amendment can be accepted or denied. If an amenedment is accepted it is the responsibility of the provider to update the patient record accordingly.

    amendment

      Filter Values

    1. Subject
    2. Source

      3. Action Buttons

    3. Filter – Apply filters
    4. Reset – Clear filters

      5. Column Data

    5. Subject
    6. Status
    7. Source
    8. Date
    9. Time

    Representative

    Judy Barnes

    A patient representative is a parent, guardian, caretaker or other responsible party for the patient. A patient representative can log into the patient portal to see information for the patient they care for. The patient representative can also recieve appintment reminders from Chart Talk bookings for a patient.

    To enable the messagesing feATURE:

    1. Search for and open the patient record
    2. Expand Information and select Patient Representative
    3. Click Create or Edit an existing record.
    4. Tic the box for recieve reminders

    *Only one representive can be selected to recieve reminders

    A patient can allow other parties to access their chart as a Patient Representative

    *Note – The patient needs to access the patient portal in order to give a Patient Representative access.

    Creating a patient representative gives an interested party access to the same information and engagement functionality as your patients.

    Setting Up a Patient Representative

    It is the patient that allows access to their representative. From the Patient Dashboard select Patient Representative from the Navigation Menu

    The patient can use the Create button to set up one or many representatives.

    How To: Login Patient Portal as Representative

    Email Templates

    Judy Barnes

    email-template
    Your patient will receive an email asking them to Verify information to activate their participation in the Automatic Appointment Reminder/Email program.

    1. Email template selection
    2. Dynamic variable available – Select the value you would like to include in the body of your email
    3. Dynamic variable value – Paste this value into the body of the email. Will print out with patient values.
    4. Subject of email
    5. Body of email – Inclues dynamic variable values and mark up using the available tools.

    Document List

    Judy Barnes

    document-list

    When the document name is clicked, the document will open in Clinic Staff mode. The staff can assist the patient filling out the form and will remain logged into the EHR after the form is complete. To launch the document in a mode that is secure to hand a tablet to the patient, use the Kiosk Mode button (Circle K) in the right hand column.

      Filters

    1. Patient
    2. Document status
      1. To Do – Docuemnt has been assigned but not filled out and signed by the patient.
      2. In Progress – Patient has completed and signed the document. The document gas not been reviewed by the assigner or provider.
      3. Complete – Document has been signed by the assigner and patient.
    3. From date
    4. To date
    5. Clear filters

      6. Column Data

    6. Document Type
    7. Document status
    8. Patient Name
    9. Document assigned to patient date
    10. Launch document in Kiosk mode

    Patient Portal

    Judy Barnes

    The Patient Portal is a secure way for your patients to access information which has been assigned to them for completion by the clinic. They will also be able to communicate back to the clinic and review specific information available in their individual Portal.

    For a New Patient: Patient will automatically receive an email asking them to verify their valid email address and instructions to set up their secure Login and Password. Patient must have contact preference Email selected.

    For an existing Patient, Once you enter their email or update their email address on their General Information screen, press the Verify button to the right and the instructional email will send to the patient. Patient must have contact preference Email selected.

    **NOTE: Check the box for email as the patient’s contact preference on the General Information screen.

    When the patient accesses their Patient Portal this screen will open and let them know
    If and how many documents are pending completion by them.

    By clicking OK the screen will enable and allow them to choose the outstanding documents (s)
    and complete. Once completed the documents will automatically store in the correct screens
    within Chart Talk. ie: Chief Complaint form will appear in the Subjective portion of their upcoming
    visit SOAP.

    To complete, click on the document hi-lited in Blue and the document will open for completion.

    The Portal Tabs:

    The General Information Tab: Allows the patient to view their demographic information but does not allow for any changes or additions.

    Synopsis Tab: Gives an overview of the Patient Dashboard but does not allow for any changes or additions.

    Download Summary Tab: Gives an overview of the patient care and can be printed by the patient.

    Amendments: The patient can create an amendment that they feel the provider should be aware of and could be added to their health information on file. When this is completed, the Amendment will show on the My Office Overview, under Pending Amendments. The provider will access it and approve it and save to the patient record or discuss it and deny it from entering into the patient record.

    What the Patient creates in their Amendments Tab in their portal:

    What the Clinic sees on the My Office Dashboard:

    What the Provider will review once he/she clicks on the patient name in Blue, and can then
    Choose to Approve and Save it into the patient record or Deny and discard.

    The Patient Representative Tab: Allows the Representative to access the information on
    Behalf of the Patient securely.

    Message: Allows for communication with your patient in a secure environment

    Log: Is the Audit Log of who, what, and when information was accessed within the patient portal for this specific patient.