Basic Business
This will exit the encounter without sending or signing
What is exit?
Make a splash and send the encounter to one of these for a group to all see
What is a pool?
This is the name used for where an encounter or message goes that you or your pool receives
What is an inbasket?
A parent calls in asking for help to pay their bill, and also does not have insurance. Make sure to do this
What is send an encounter to the COPA Assister Pool?
Doing this will assign responsibility to someone or a pool for the encounter
What is sending?
Use this tool to prefill some information in the encounter
What are smartsets?
When a parent calls for test results, send the encounter here
What is the COPA Clinical Pool?
PIT audits appointments made this way through their inbaskets
What are MyHealth appointments?
Use this to send a Nurse Triage request if our Nurses are out
What is Call Hub?
This will make an encounter fall off everyone's inbaskets, keeping it just in the chart
What is signing?
Right click and select this on an encounter to add more information
What is edit or addend?
When a parent calls in with a new referral request, send the encounter here
What is the PCP?
If you look at an inbasket message and do not work it, always do this
What is mark as new?
We can't send immunization records this way off of an encounter
What is email?
Clean up your encounters at least this often
What is once a week?
Always check to see if this is already in the chart before creating an encounter
What is an existing encounter for the same concern?
When a parent calls at 2:15 pm, needing to speak to a doctor today, send the encounter here
What is the COPA Evening/Weekend Providers Pool?
Always check on the left side of your inbaskets to see if there are arrows denoting this
What are high or low priority?
You have the same request to send for 3 sibs. Make sure you mention this, but not this
What is mention other sib encounters without giving any identifiable information?
In addition to marking something as "high priority", do this to communicate urgency in an encounter
What is type "parent requests urgency" in the message?
Click this to block an encounter as administrative
What is the pink computer screen at the top right of the message window?
When a lab calls regarding allergy orders, send the encounter here
What is the COPA Allergy and Immunology Pool?
To respond to an inbasket message, do one of these 3 things
What are create note, reply, or open encounter to respond?
Parent has a concern for PCP, and PCP is OOO in 2 days. How will you send this encounter?
What is directly to PCP with high priority?
Before signing, you should check and see if something is doned here
What is routing history?