Create Referrals, Labs, and Orders on Phone Notes (and Other Messages)
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Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 minutes • 01-2020)
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As you take down a phone note or respond to a portal message, you can click to create a referral, a lab, or another order. Watch this video to see examples and learn more.
- Here are some related articles in Clinical Tasks > Create and Complete Procedures, Referrals, Labs, and Other Orders > Clinical Tasks > Triage a Phone Call:
Work With Phone Notes and TasksHow does your practice triage a phone call? Take messages, record advice, and make sure that every callback happens? Watch this video to learn how to create a phone note in PCC EHR. You'll also learn the basics of tasks and the Messaging queue.
Create and Complete Orders in PCC EHRLearn how to create and complete orders of all types in PCC EHR.
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- When the phone rings, follow this procedure to enter a new phone note in a patient's chart and optionally create follow-up tasks and orders. Read this article to learn how to add or delete a phone note.
Review Patient Phone Note HistoryA phone note record is stored just like any patient visit: in the Visit History, in the chart. Open a chart and click on Visit History to review all previous phone notes.
Work on Messaging Tasks, Document Tasks, Call Backs, and MoreUse the Messaging queue to review outstanding phone tasks, lab follow-up calls, and other tasks that you need to perform.
Fulfill Orders and Complete TasksThe sections below explain how to fulfill orders in PCC EHR. Orders include labs, immunizations, referrals, screenings, radiology, and medical procedures.
Order a Lab, Procedure, Supply, or Other OrderAs you review a chart note or create a phone note, you may need to order a referral, a nebulizer treatment, a lab, or another action for the patient. The procedure below shows how to create orders.
Manage Incoming E-lab Test ResultsYour hospital or a 3rd-party lab vendor (such as LabCorp or Orchard Trellis) can send lab test results directly to PCC EHR. An integration agreement is required. Contact PCC Support to learn about your options.
Orders Overview (Labs, Procedures, Supplies, Immunizations, and More)While you work with a patient, you can order labs, injections, supplies, or medical procedures. Select the appropriate items in the patient's chart note and click "Order". Then click "Edit" to enter details or modify tasks for that order. Later, any nurse or provider can complete the tasks and enter results, either from the Schedule queue, the Visit Tasks queue, or from within the chart.
Review and Revise Orders and Lab ResultsYou may need to review complete lab results, print them out with all details, or even remove an order that was recorded in a patient's record by mistake. Read the sections below to learn all the options for reviewing lab and order information.
Bill for Phone Notes and Portal MessagesYour practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.
Manage Immunization Lots and Track Vaccine InventoryIn PCC EHR, you can manage immunization lots, track and adjust lot amounts, and use reports to manage your vaccine inventory.
Manage Immunization Lots and Track Vaccine InventoryThis is a placeholder for the article excerpt, a one or two sentence summary.
Use a Barcode Scanner to Manage Immunization Lot InventoryYou can use a barcode scanner to manage your vaccine inventory in PCC EHR. Managing your inventory and administrations using barcode scanners will save time and reduce errors.
Look Up ICD-10 Codes For Referrals, DME Requisitions, and Pre-AuthorizationsWhen you are filling out a lab requisition, referral, or a request for DME, you may need the ICD-10 codes for a patient’s diagnoses. In PCC EHR, you can quickly review ICD-10 codes for patient diagnoses and Problem List items on the Diagnosis flowsheet. First, open a patient’s chart and navigate to the Flowsheets section […]
Bill for Phone Encounters and Portal MessagesAfter you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.
Generate Outbound Lab and Radiology RequisitionsContents1 Configure In-Office Lab Orders and Facilities1.1 Configure In-Office Lab Facilities1.2 Map In-Office Lab Facilities to Appointment Locations1.3 Configure a Default Facility for In-Office Lab Tests2 Set Up Default Document Categories for Lab and Radiology Requisitions3 Configure Provider Signatures to Automatically Appear on Lab and Radiology Requisitions4 Configure Custom Requisition Forms4.1 Learn More After ordering […]
Review, Order, and Administer ImmunizationsUse PCC EHR to track, review, order, and administer immunizations in PCC EHR.
Generate Outbound Lab and Radiology Requisitions in PCC EHRThis is a placeholder for the article excerpt, a one or two sentence summary.
Review, Order and Administer ImmunizationsLearn to review, order, and administer immunizations in PCC EHR.
Configure E-Lab Orders in PCC EHRLearn how to configure electronic lab orders in PCC EHR.
Add E-Lab Users and Import E-Lab ResultsLearn how to grant permissions for access to incoming E-Labs in PCC EHR and how to import an incoming e-lab result.