Below are several key updates, adjustments, and reminders to help ensure the team stays aligned and informed. If you have any further questions, feel free to comment below. 

 

 

Continued HPI Help

Review the controlled substance articles. View Section here
 

Annual wellness exam - Plan

General recommendations to address preventative health:

  • Drink at least 64oz of water daily 
  • Regular physical exercise:

 

 

Tasks 

We have several automations which cover various tasks that need to be done. You can find all tasks here. In addition we are able to create tasks for one another. Below you will find a feew task automations: 

  • 24 hours after the encounter if the chart is not closed
  • Controlled substance review
  • Claim follow-ups
  • Prescription refill
  • Other administrative tasks

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Patient Notes

In order to properly treat and care for a Patient we must first develop a relationship with them. This gets fostered during the small talk at the encounter. It occurs when the Patient realizes you are asking questions about them and not just their ailment. 

When learning something about the Patient be sure to add it to the Patient note section. 

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Providers should always be adding something here in the Patient notes that the team can use to relate to the Patient. One example that recently occurred was a Patient is getting married early this year. Their care manager, when responding to an inquiry, brought up the wedding month and started a secondary conversation with the Patient - further building the relationship between the Patient and their care team. 

 

If you are not too sure what may be important to ask or to put in the Patient notes, asking if they have any trip plans or if they have traveled recently is a great one. What this does is (1) gives the Patient an opportunity to talk about a happy or eventful experience, or (2) gives the Patient the chance to say something that they are looking forward to and planning. 

 

With something a trip planned, the support team will be able to relate with or do some research about and send some must-do itinerary items to the Patient.