Notification of Letters / reports etc

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  • Updated 4 years ago

.... just wondering if there is a way of allowing practitioners to easily see reports / letters that need attending to from the diary?.....Currently we have headings in the DAY NOTES such as  legal reports, letters to doctors, medicare letters, treatment plans etc and then list practitioner initials with patient names for any letters / reports that need to be done. Thus if the practitioner has a cancellation or some spare time, they can see what needs to be done at a glance. This works ok but is a little cumbersome. I was wondering whether there might be a way of linking this info to the appointment book from the clients file so that each practitioner easily knows what paperwork needs to be done and they can prioritise accordingly. We try to be as paperless as possible so all report requests are scanned in to the CN, all letters and plans are done electronically and our practitioners do not have a physical "in-tray"

Once the report has been done the practitioner will mark the note on the DAY NOTES with some asterisks so that reception staff know to either print and post or email. Once this has been done it gets deleted from the list.

As we do a GP letter for each new condition and SA workcover are requiring more treatment plans this is becoming more cumbersome.

It would be awesome if this process could be streamlined.....or any suggestions for a more user friendly process??

Thanks :) 


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Kirsty

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Posted 4 years ago

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NewPsych Reception

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Hi - we too are paperless and use email for this purpose. We use attachments, then email relevant person what needs to be done. When they have free time, they go straight to their inbox and know what's outstanding. Don't know if that is the most efficient way, but works for us and might be easier for you guys too? Interested to hear other suggestions :-)
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Joyaa Antares

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Currently we use "recalls" and/or "tracking categories" to do this sort of thing.  (Eg a tracking category for "write letter", or could have a recall type to do the same).  It does mean that the practitioner needs to draw up (i.e. preview) either:
a recall list,
or
a relevant "patient list" for tracking category.
Would this work for you?
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slogan

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We created a new appointment status which would show at a glance which clients would require letters, only problem is there is no way to report on appointment status so once it's in the past, it's hard to see who is still outstanding for a letter.  We have hundreds of letters that need to go out each month so manual tracking via email or lists is near impossible.  Could there be a report on appointment status?  I know that's not what it's really intended for but it's a quick and easy way of marking patients that need letters.


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Joyaa Antares

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Hi Slogan,
Thinking out loud, can you use one of the "reminder" categories for this purpose?
Rgds, Joyaa
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slogan

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mmm... can't really see how unfortunately
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Julienne Locke

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The events report for the day will show this information.  We also struggle with sifting through the volume for reporting and printing/emailing.  We have actually introduced using an App at Frontdesk for management/reception and staff.  Wunderlist.  Anyone can update the list and then it shows up in the App for printing etc.  As a manager I can see when tasks are completed and who completed them.  It is minimising email use across the business.
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slogan

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Hi Julienne, thanks for this, I will have a look at Wunderlist to see if it will work for us.  I can't see anything else within Frontdesk that will really work.
Sharon