EMR Page Overview

Julie Glass

Modified on: Fri, 17 Dec, 2021 at 2:14 PM

Here you can view all Addresses with Retrieval Type Electronic Medical Record (EMR).

TABLE OF CONTENTS

Stats: The stats act as quick filter for the table. Click any stat to see what Addresses need to be contacted, have already been contacted, are partially scheduled, Scheduled, or Past due.
Table: These are Addresses that have Retrieval Type Electronic MR. The Electronic MR table contains the following information: Address ID (AID), Group Name, Provider Name, Address 1, Address 2, City, State, Zip Code, Phone Number, Fax, Project(s), Address Group(s), Next Appointment Date, Next Call Date, Total Chases, Pends, Retrieval Type, Assigned To, Address Contact Status. All fields can be filtered. Information can be exported.
Access an Address: To access an Address, click the AID number located in the first column of the table
Special Handling: Addresses marked as Special Handling
Create New View: Create a custom view of your table. Select which columns you want to show or hide.

Using the checkbox, select 1 or more Chases
Click Assign Chases
Select User
Select Maximum chases
1. Recommended for large sites where the work needs to be split up among multiple employees
2. Maximum Chase Options are: 50, 100, 200, 300, 400, 500. If no maximum is set, all chases will be assigned.
To finalize, click Assign
To cancel, click Cancel

Locate Address ID (AID) on the table
Click the 3-dot action button to the right of the table
Select Schedule
Select an Available EMR Employee
Address Field is pre-populated, can be edited
Select Date, Start Time, and End Time
Optional: Click Add Appointment to add additional appointments for that Address and Electronic MR Employee
Add Notes for EMR Employee
To finalize, click Save
To cancel, click Cancel

The Schedule tab displays all Electronic MR Employees that are currently assigned to 1 or more Addresses. Here you can Edit or Cancel Appointments

EMR Employee table: This table displays all available EMR Employees and when their next appointment date is, total Appointments, and total open chases we expect at that Address. Information can be exported.
EMR Employee Appointments table: This table displays all scheduled Electronic MR Employee appointments. The Electronic MR Employee Appointment table contains the following information: Appointment ID, Address ID, Address, Appointment Start Time, Appointment End Time, who is assigned, Total expected chases, and notes. Information can be exported.

Locate Address ID (AID) on the table
Click the 3-dot action button to the right of the table
Select Edit Appointment
Edit the following: EMR Employee, Address, Date, Start Time, End Time, and Notes.
To finalize, click Save
To cancel, click Cancel