Building Patient Lists Patient lists allow you to broadcast message to specific patients - PowerPoint Presentation

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Building Patient Lists

Patient lists allow you to broadcast message to specific patients within your practice.

How To Build Them

Patient lists are built using various search terms…which we will show

It requires information to be in the patient’s PHR

Due to variability within the PHR, it is possible to miss patients that should be in your list

For patients who wish to complete their PHR, some guidance is very useful

When you open RH, this is the screen you should see…your at-a-glance view.

Click on the “Patients” tab. This will open and provide you with Options and Actions. For this activity, click on “Build Patient List”. For now, however, we will show you how patient’s PHR’s are used to build lists.

This is the Practice view of the PHR. Team members can add items, as can the patient from their view. Currently, that process is manual.

You build patient lists from the Patients tab by clicking on “Build Patient List” under “Actions” …as indicated by arrow.

This is the rules engine for building your patient lists. As you can see, there are multiple options. We will build one using “Diabetes” as the “Problem”

Here, we have put in “diabetes” under “Problem” as a search rule to build the list. As you see, there are multiple options. This is where communication and coordination with your patients is critical.

Here the rules have been completed, and we are ready to perform our search. See how the “Problem” filed was completed.

The results of the “Build Patient List” query. You can now take multiple actions with the list, which includes broadcast messaging.

The Patient View/PHR

This is the patient view when they log in.

To get to their PHR, they will click on the “Health Records” tab, as shown

This is what appears, with multiple tabs. The first thing they see is their Meds and Allergies.

On the left are multiple choices for viewing data and a couple of actions.

The patient can also click on the “…Update Wizard” link to update their information.

This window opens when you click on the “…Update Wizard”. Here, we have gone to “Medications”. Click on “Enter Details”.

This dialog/action box appears after clicking on the “Enter Details” link. From here, the patient can add/edit lots of details. Nice for Med Rec…if kept up.

Now, Mr. Vega is going to edit his Problem List to allow you to build a Patient List for patients with specific problems.

Go to the “Problems & Procedures” tab, and click on “New Problem” to add a problem, or simply view the problems already listed.

When Mr. Vega click on “Add New Problem”, a check-list appears to help reduce variation and allow easier list building, but a free text search box still exists.

Given the extensive lists of problems, what problems patients should use needs to be coordinated by the providers, nurses or case managers.