Generating a Notification for a Patient

  1. Click the Path and Labs tab.
  2. Click the Pending Plan Completion tab.

    The Path tab of the Pending Plan Completion screen appears.

  3. Select the Provider, Result Flag, Result, Facility, Workflow State, Entry Date, Action or Plan you want to search for.
  4. Click Apply Filters.

    Results that match the search criteria are displayed.

  5. Select the check box for the results for which you want to generate a notification.
  6. Click Log/Generate Notification for Patient on the Action Bar.

    The Template Type screen appears.

  7. Select the Template Type from the drop-down menu.
  8. Click Next to Customize Notification.

    The Note screen appears.

  9. Enter the notification you provided to the patient.
  10. Click Save Note in Chart.

    The Pending Plan Completion screen appears, and the notification is added to the list for the result.