This section describes the Quick View page, which provides you with a comprehensive starting point (or “home page”) and lists many of the “to-do” items or activities you can perform relating to your patients. The Quick View page is (by default) the first page you see when you log in. If you have navigated to another area of the system, you can return to the Quick View page at any time by clicking Message Center > Quick View.
When you access the Quick View page, whether you are just logging in, changing organizations, or are returning to the Quick View page from another area of the system, it displays the latest data that is available in the web application. If you leave the Quick View page displayed for an extended period of time without navigating elsewhere in the system, you can click the Refresh Page button at any time to refresh the page with the latest available data.
At a glance, based on whether you are using Care360 Labs & Meds, ePrescribing, or EHR, you will see different information. Review the sections below to see what is available on your organization's Quick View page.
At a glance, you can see the following:
• Alerts. A list of items that require your attention. The alerts area appears only when you have unassigned clinical data, duplicate patients, or patient link requests that require your attention. For more information, see one of the following:
• Resolving Unassigned Lab Results
• Resolving Duplicate Patients
• Counts. You can click any of the headings displaying counts to address these items. The following counts are available:
• New Lab Results. A count of the new lab results that you have received, whether those results are partial or final, and whether any of the results are priority out of range, out of range, inconsistent, or have an advisory message. For more information on viewing new lab results, see Viewing New Lab Results .
• Failed Fax Messages. A count of the number of failed faxes that need to be addressed. For more information on viewing and addressing failed faxes, see Managing Faxes.
• Messages. A list of new clinical messages in your messages inbox. If you have more than 50 new messages in your inbox, you can click View All to see the entire list of new and old messages in your inbox. For more information on viewing clinical messages, see Viewing Clinical Messages.
• Tasks. A list of general and order tasks needing to be addressed by all the users (except for phlebotomists) in your organization. The number of overdue tasks are displayed above the tasks list. If you have more than 50 tasks in your inbox, you can click View All to see the entire list of tasks in your inbox. For more information on viewing and addressing tasks, see Tasks.
At a glance, you can see the following:
• Alerts. A list of items that require your attention. The alerts area appears only when you have unassigned clinical data, duplicate patients, or patient link requests that require your attention. For more information, see one of the following:
• Resolving Unassigned Lab Results
• Resolving Duplicate Patients
• Counts. You can click any of the headings displaying counts to address these items. The following counts are available:
• New Lab Results. A count of the new lab results that you have received, whether those results are partial or final, and whether any of the results are priority out of range, out of range, inconsistent, or have an advisory message. For more information on viewing new lab results, see Viewing New Lab Results .
• Action Items. A count of the number of prescription action items (such as prescriptions pending approval and/or renewal, prescriptions with associated prior authorization requests in progress, failed electronic faxes, and failed faxed prescriptions). For more information on addressing prescription action items, see Addressing Prescription Action Items .
• Failed Fax Messages. A count of the number of failed faxes that need to be addressed. For more information on viewing and addressing failed faxes, see Managing Faxes.
• Messages. A list of new clinical messages in your messages inbox. If you have more than 50 new messages in your inbox, you can click View All to see the entire list of new and old messages in your inbox. For more information on viewing clinical messages, see Viewing Clinical Messages.
A count of practice-wide messages for your organization appears above the messages list. The count displays the number of messages in the practice-wide inbox, as well as the number of unread messages. You can click the Practice Wide link to navigate directly to your organization’s Practice Wide inbox.
• Tasks. A list of general and order tasks needing to be addressed by all the users (except for phlebotomists) in your organization. The number of overdue tasks are displayed above the tasks list. If you have more than 50 tasks in your inbox, you can click View All to see the entire list of tasks in your inbox. For more information on viewing and addressing tasks, see Tasks.
At a glance, you can see the following:
• Alerts. A list of items that require your attention. The alerts area appears only when you have unassigned clinical data, duplicate patients, or patient link requests that require your attention. For more information, see one of the following:
• Resolving Unassigned Lab Results
• Resolving Unassigned Encounter Notes
• Resolving Duplicate Patients
• Addressing Patient Link Requests
• Population Alerts. At-a-glance information regarding your entire patient population for the conditions or diseases that are being monitored for your organization. For more information about population level alerts, see Viewing Patient Population Alerts.
• Counts. You can click any of the headings displaying counts to address these items. The following counts are available:
• New Lab Results. A count of the new lab results that you have received, whether those results are partial or final, and whether any of the results are priority out of range, out of range, inconsistent, or have an advisory message. For more information on viewing new lab results, see Viewing New Lab Results .
• Active Lab Recommendations. The number of active recommendations for patients in your organization who are identified as having lab result values which suggest further lab testing may be necessary. Counts include the total number of recommendations and the number of patients. For more information on viewing lab recommendations, see Viewing Patient Population Alerts.
Note: If a patient has a critical lab that needs to be reordered for more than one guideline, the patient is only counted once, but each guideline is counted individually. |
• New Clinical Documents. A count of all uploaded and electronic radiology results, diagnostics, clinical notes, plan of care, and other documents (excluding lab results, microbiology, and pathology). For more information on viewing new clinical documents, see Viewing New Clinical Documents.
• Action Items. A count of the number of prescription action items (such as prescriptions pending approval and/or renewal, prescriptions with associated prior authorization requests in progress, failed electronic faxes, and failed faxed prescriptions). For more information on addressing prescription action items, see Addressing Prescription Action Items .
• Failed Fax Messages. A count of the number of failed faxes that need to be addressed. For more information on viewing and addressing failed faxes, see Managing Faxes.
• Results Pending Release. A count of the number of lab results that are pending release to an e-Patient Link. For more information on viewing and sending results pending release, see Viewing Results Pending Release.
• Patient Flow Overview. A list of today's patients who have been checked in to Patient Flow and are currently being tracked during an office visit. Today's patients remain on the Patient Flow Overview until the patient is manually removed, checked out, or midnight (when Patient Flow resets for the next day). You can sort the Patient Flow Overview by provider or click on a patient's name to access the patient's summary page. If you want to view all patients who are currently being tracked in Patient Flow (in progress and completed) click the View All Patients link. For more information about Patient Flow, see Patient Flow
• Messages. A list of new clinical messages in your messages inbox. If you have more than 50 new messages in your inbox, you can click View All to see the entire list of new and old messages in your inbox. For more information on viewing clinical messages, see Viewing Clinical Messages.
A count of practice-wide messages for your organization appears above the messages list. The count displays the number of messages in the practice-wide inbox, as well as the number of unread messages. You can click the Practice Wide link to navigate directly to your organization’s Practice Wide inbox.
• Tasks. A list of general, patient contact reminder, amendment, and order tasks needing to be addressed by all the users (except for phlebotomists) in your organization. The number of overdue tasks are displayed above the tasks list. If you have more than 50 tasks in your inbox, you can click View All to see the entire list of tasks in your inbox. For more information on viewing and addressing tasks, see Tasks.
• Appointment List. The appointment list is available on the right side of the Quick View page and displays a list of patients (Today’s Patients list) that are scheduled for the current day. Additionally, you can view patients scheduled for the next day, filter the list by individual provider or by all providers, check a patient into Patient Flow, and print the appointment list. For more information about the appointment list, see Understanding the Today's Patient's List.
• Notes in Progress. A list of patient encounter notes that have an associated user and are either in progress or finalized with an addendum that must be signed.
A maximum of 10 in progress encounter notes appear in the Notes in Progress list and it filters based upon the logged in user. If you are a provider, the Notes in Progress list displays in progress encounter notes where you are the associated user. If you are not a provider, the Notes in Progress list filters based upon all notes (in the entire organization). You can also do the following in the Notes in Progress area:
• Click View All to see the entire list of notes in progress.
• Filter the list of notes in progress by clicking an associated user in the drop-down list, by clicking All Notes, or by clicking Unassociated Notes (to view all notes not associated with a user).
• Access a specific note by selecting it in the Date of Service column.
• Access the patient summary page by clicking the patient name that is associated with the note.
For more information on viewing and completing encounter notes, see Clinical Notes.