Clinical Reports and Daily Processes Health Solutions Team Health Choice Network

1. Welcome Facilitator: Brian DeBien Clinical Reports and Daily Processes Health Solutions Team Health Choice Network

2. Topics • Rx Request Task • Transcription Report • OB Due Date Report • Lab Administration • Task Administration • Orders and Charges Administration

3. Rx Request Task RX Request Task Purpose: Used to prepare an Rx for transmission to the pharmacy. To Complete: From the Rx Request task details on My Day, you can approve or deny an Rx request using the buttons at the bottom of the window. Frequency: Daily Note: Unmatched Rx requests may also display in the task list, but will be categorized under the Prepare Rx Requests task type. You can include tasks of this type in your task list so that you are aware of pending unmatched Rx requests and can check the status of them. These tasks cannot be processed electronically until they are matched in the system and can only be matched by the Rx Preparation User before being task to the provider for approval. This user must be specified in the provider maintenance screen under preferences.

4. Transcription Report Transcription Report Purpose: This report is used to show all unsealed notes by provider. To Complete: From the select reports list in IntergyEHR, select Transcription Report for all document types listed as WIP (work in progress). Frequency: Bi-weekly

5. OB Due Date Report OB Due Date Report Purpose: Used to generate a list of patients due for delivery within the specified EDD date range. To Complete: From the IntergyEHR drop down menu select Reports>OB Due Date Report and run for specified date range. Frequency: Daily

6. Lab Administration Lab Result Retrieval Purpose: Used to download lab results from the Clinician Lab Portal. To Complete: From the IntergyEHR drop down menu select Tools>Lab Information>EDI>Retrieve Results Frequency: Every Morning (Afternoon and Evening if needed) Unmatched Results Purpose: Used to check the unmatched lab results Immediately following the lab result retrieval process. Each individual lab must be manually matched to either an existing patient or provider. To Complete: From the IntergyEHR drop down menu select Tools>Lab Information>Unmatched Results Frequency: Every Morning (Afternoon and Evening if needed)

7. Lab Administration cont’d Lab Manifest and Transmission Purpose: Used to Transmit Lab Order Requisitions to the specified lab vendor as well as print a manifest of the lab tests transmitted. To Complete: From the IntergyEHR drop down menu select Tools>Lab Information>EDI>Manifest and Transmission Frequency: End of day and/or each lab courier pick up Outstanding Lab Test Report Purpose: Used to generate a list of tests that have been ordered from Intergy via Lab Portal Services that have not yet been resulted. To Complete: From the Lab Information window select Reports>Outstanding Tests Frequency: Daily

8. Lab Administration cont’d UnreviewedLab Result Report Purpose: Used to generate a list of lab results still pending review by the provider. To Complete: From the Lab Information window select Reports>Lab Results. Be sure to check “Non-Reviewed only” option Frequency: Bi-Weekly

9. Task Report Task Administration Report Purpose: Used to generate a list of clinical tasks as a follow up tool to ensure tasks are being worked in an appropriate and timely fashion. To Complete: From the select reports list in IntergyEHR, select Task Report and run for specified parameters. Frequency: Bi-Weekly

10. Open Orders Report Open Orders Report Purpose: Used to generate a list of open orders as a follow up tool to ensure orders are being worked in an appropriate and timely fashion. To Complete: From the IntergyEHR drop down menu select Reports>Open Orders Report and run for specified parameters. Frequency: Daily for Requested Status and bi-weekly for Ordered status

12. Thank You!