Form responses

Form responses

Response required is a feature that can help streamline the process of tracking patient compliance and follow up. It can help ensure that patients are completing the test in a timely manner. Additionally, it can help to identify areas where additional follow ups are required.

Manually add a response required:

  1. Open the patient chart.
  2. Click the forms tab.
  3. Highlight form from the list.
  4. Select the ‘response req’d – by’ check box.
  5. Enter a date the patient should complete the test by.

Automatically set up a response required criteria.

Setup > Program setup > charting > Select ‘Auto check response req’d on all forms - # of days:’

  1. Select a default number of days. For example, 30 days.
  2. Click apply and ok.
  3. When adding a new form to a patient chart this will be the new default, BUT can be edited specifically for the patient when in the forms tab.
  4. Manually change the date and click save.

 

Marking a form as a response is received.

Many common requisitions will automatically acknowledge if a result comes in for that form, changing the response received to a 'Y'.
You can manually mark if a form response has been received as well.
  1. Confirm results are on the patient chart under lab/Reports tab.
  2. Click the forms tab.
  3. Highlight the correct form.
  4. Click the response received button.

Finding patients with forms with no response.

Reports > client lists > pending forms list.

Filter as applicable.

  1. Limit to a doc.
  2. Look for overdue only forms.
  3. Specific date range.
  4. Pending, completed or both.

Click retrieve.


Print this list or send it to client list manager to work off electronically.

Click here to learn more about client list manager.



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