PM
How do you create a new appointment?
What is closing the EHR?
This houses all tasks assigned to you or sent from you.
What is the inbox?
A client has accidentally canceled their appointment while trying to join. They have asked you to resend a link.
What is the (+) on the Otto home screen?
This addon can be more convient than openning the tab for Blueprint
What is the Chrome Bluepritn extension?
Green, pink, and tan colored blocks on the calendar.
What are Intial Evaluation, Follow-Up, and Internal Transfer appointments?
A list of clients with their MRN, DOB, next appointment, insurance information
What is the Provider Caseload?
This group supports and receives tasks sent from providers.
Who are CC-therapists?
This button is on the client's appointment and can be a reminder of the appointment session.
How do you resend session links?
This can be sent to clients to evaluate wellness and progress.
What are assessments?
What are templated hours?
This is typically sent to clients to inquire about continued services.
What is an outreach letter?
This group can be tasked when clients, insurances, or other providers request an ROI to be signed or used.
Who is Records Department?
This allows you to know when appointments have been changed, canceled, or rescheduled.
What are Notification Settings?
You can see these in the top center of the client's chart, at the bottom of the client's note, or when highlighting the client's name within the inbox.
Where do you find future appointments?
When looking at a client's appointment within the PM there is a small person with an 'i' above their head in the bottom right of the window.
Where do you find the last person who edited an appointment?
This is the third tab in the inbox, it allows your to ensure documents are signed off.
What is the Provider Approval Queue?