Providers Approval Queue (PAQ) Quick Reference Guide

Transcription

1 PAQ The Providers Approval Queue (PAQ) is used to review and sign-off on medical information such as; Office visit notes, HIE Continuity of Care documents, Lab Results, Document Management images, and any other documentation that requires provider sign-off. In this Quick Reference Guide we will learn how to do the following: Access the PAQ Peview and Sign-off items in PAQ Create and use Action items when Signing off Use PAQ Comments Send Tasks from PAQ Reassign items in PAQ Access Patient's Chart from PAQ, Created Date: October 24, 2017 Page 1

2 Accessing the PAQ To access the Provider Approval Queue, click the PAQ icon. Previewing and Signing off Items in PAQ The following steps must be followed to Preview and Sign-off items in the Providers Approval Queue (PAQ): 1. Select item in the Pending items list 2. Preview document in right pane (click Full Screen button to view in full screen mode) 3. Click Sign-off or Sign-off with Actions to sign-off items, Created Date: October 24, 2017 Page 2

3 Sign-off with Actions Action Items are a set of actions that a provider would like to perform when signing off items in the PAQ. To create and use Actions, click the Sign-off with Actions button. The following Actions can be performed during sign-off: Open Chart - Opens patient's chart from PAQ Lock Encounter - Locks encounter after sign-off Send To Patient Portal - If the patient is enrolled in Patient Portal, providers can send lab results or any other items directly to the patient's portal account. Task 1 - Providers can send tasks to clinical staff Task 2 - Providers have the option to send more than one tasks using this option. Launch Document - Providers can access and open documents and forms from the Document Module Lauch Image - Allows the provider to select and open images from the image module Launch Template - Allows providers to select a specific template to open upon sign-off Note: if patient is not enrolled in Patient Portal, the 'Send To Patient Portal' option will be greyed out., Created Date: October 24, 2017 Page 3

4 Running Actions To run the selected actions without saving, click Run Actions Note: item will be signed off and removed from PAQ after action(s) have been executed. Save & Run Actions To Save & Run selected Actions, click Save & Run Actions. Free text a Description for the PAQ Action, then click OK Note: saved actions will be saved in the PAQ as action sets and can be accessed from the 'Actions Set' drop down menu. Providers can also access action sets, by clicking the drop down arrow next to the Sign-off with Actions button. (see images below), Created Date: October 24, 2017 Page 4

5 Save Actions To save actions without running them, click the Save Actions button and follow the previous steps for saving actions. Cancel Actions Selected actions can be canceled before provider sign-off, by clicking the Cancel button. Note: item will remain in PAQ until provider sign-off., Created Date: October 24, 2017 Page 5

6 PAQ Comments The PAQ Comments field can be used to document clinical related information which can be generated and printed from the Telephone Communications template. To add PAQ Comments for items being signed off: 1. Click Add/View 2. Free text comments in Comments field. 3. Click Save Sending Tasks from PAQ Clinical Task can be sent from the Providers Approval Queue (PAQ), by clicking on the +To Do button. Note: the PAQ Comments will be added to the tasks Details window., Created Date: October 24, 2017 Page 6

7 Reassigning Tasks PAQ items can be Reassigned if sent to you in error. To reassign items in your PAQ: 1. Click Reassign button 2. Select correct Provider from pop-up 3. Click OK Note: after selecting provider from pop-up, the item will be removed from your PAQ. Accessing Patient Charts from PAQ To access a patient's chart before provider sign-off, click the Chart button. This concludes this Quick Reference Guide on the Providers Approval Queue (PAQ)., Created Date: October 24, 2017 Page 7