© 2013 The McGraw-Hill Companies, Inc. All rights reserved.

Chapter 4

The Clinic Administration

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-2

• 4.1 The Practice View Screen• 4.2 Appointment Schedule• 4.3 Patient Tracker• 4.4 To Do Lists and Reminders• 4.5 Internal Messages• 4.6 Urgent Messages

Chapter 4 Learning Outcomes

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-3

• Appointment Schedule• Message Archive• No Show• Patient Status

• Patient Tracker• Pop-Up Text• Routing Slip• Toolbar

Chapter 4 Key Terms

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-4

LO 4.1 The Practice View Screen

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-5

A. Office CalendarB. Appointment ScheduleC. Patient TrackerD. To Do ListE. MessagesF. Shortcut keys

Practice Screen

LO 4.1

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-6

• Displays universal icons that are shortcuts to the program’s most commonly used features

Toolbar

LO 4.1

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-7

LO 4.2 Appointment Schedule

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-8

• Choose a schedule• Add existing patient

to the schedule• Add a new patient to

the schedule• Block out time in the

schedule• Document a “no

show”

Appointment Schedule

LO 4.2

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-9

LO 4.3 Patient Tracker

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-10

• Displays the current location and status of all patients

• Add patients to the tracker as soon as the patient arrives

• Upper right side of the practice screen

Patient Tracker

LO 4.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-11

• Color Coding– Six-color options– Possible color applications

Patient Tracker

LO 4.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-12

• Location and Status– Enable the clinic to know exactly where each

patient is located in the facility and the status of each patient

• Tracker Group– Clinics with multiple offices can access the same

database across the Internet

Patient Tracker

LO 4.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-13

• Patient Information– Can be viewed, printed, and

edited from the Patient Tracker window

• Check Out– Logs check-in and check-out

time• Tracker Archive– Records patients tracked

through the Patient Tracker

Patient Tracker

LO 4.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-14

LO 4.4 To-Do Lists and Reminders

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-15

• Enter a ToDo/Reminder item and send it to the To Do List

• Send the item to another co-worker• Link the item to a patient• Schedule the To Do/Reminder item for themselves

or a co-worker for a future date

To-Dos and Reminders

LO 4.4

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-16

To-Dos and Reminders

LO 4.4

Checked items are completed and will be removed the next time the user logs on

Blue bar indicates linked to a patient

Green bar indicates a personal item

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-17

LO 4.5 Internal Messages

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-18

• Nonpatient Messages• Messages Concerning

Patients– Link to demographics– Access Patient Chart– Access prescription

history– Chart it

Internal Messages

LO 4.5

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-19

LO 4.6 Urgent Messages

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-20

• Bypass the regular Messages system• Instantly appear on the recipient’s screen

Urgent Messages

LO 4.6

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-21

LO 4.1 Navigate the Practice View screen • Practice View– Appointment Schedule– Patient Tracker– To-Do List– Messages– Toolbar

Chapter 4 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-22

LO 4.2 Use the Office Schedule to add patients and notes to the schedule, add blocked time to the schedule, and chart “no shows” • Appointment Schedule– Set up multiple schedules– Navigate to future and prior schedules– Add patients – Block out events– Locate past and future appointments

Chapter 4 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-23

LO 4.3 Use the Patient Tracker to perform tasks such as change a patient’s location and status, assign color codes, move patients, and check out patients• Patient Tracker– Add Patients– Time Stamp– Location, Status, Tracker Group, Color Coding– Main Window– Tracker Archive

Chapter 4 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-24

LO 4.4 Use the To Do List to set reminders and send to-do items to yourself and another user• To Do List– Notate the item – Send an item– Color bars– Link to patient

Chapter 4 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-25

LO 4.5 Create internal messages, both non-patient and those concerning patients• Messages Center– Create a message nonrelated to a patient– Archive a non-patient message– Create a message related to a patient– Add a patient’s medication– Chart patient-related message

Chapter 4 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4-26

LO 4.6 Demonstrate how to send and respond to an urgent message • Urgent Messages– Created from Actions Menu or Speed Icon– Displayed on recipient’s screen– Saved in regular Messages center

Chapter 4 Summary