Information

Application Version

Environment

Instructions

Patient Tracker is the schedule-focused Dashboard view that enables you to monitor and manage patient flow. View the patient’s status, room status, and important information relevant to the patient’s appointment and encounter.

Patient Tracker is the default view of the EHR Dashboard and contains two views -- Schedule and Encounters. Click the Patient Tracker icon to return to Patient Tracker from anywhere in the EHR. Clicking Dashboard on the bottom frame also navigates you to Patient Tracker.

Schedule View

Notes for iPad users: If you use private browsing in Safari, some settings and selections will not be remembered when you navigate back to Patient Tracker.

Resource: The last selected resource will not be remembered. If you are a provider, your name defaults as the resource. If you are staff member, the default resource is the first resource in alphabetical order.
Hide checked out: This option is located beneath Patient Status. The checkbox will always be unchecked.

Note about department and room selection: If you configured a default department on the Calendar Resources page and you return to a page where you can select a department and room, the default department is preselected on the menu. If you did not set up a default department, Select Department is preselected on the menu. This behavior occurs on the appointment type window in Patient Tracker and Room Tracker and when entering vitals on the Vital Signs page.

Resource: Select a calendar resource.
View: Schedule is the default view for Patient Tracker.
Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
Patient Status: Filters the displayed appointments by patients waiting, in a room, and checked out. Select the Hide Checked Out checkbox to view only the appointments that have not been checked out. This option is only available when All is selected as the Patient Status filter. Your selection is remembered every time you return to Patient Tracker unless you use private browsing on an iPad.

Room: The room status and the room name. To assign a room to a patient, click the Appointment Type and select a department (if available) and a room. If no department is available, enter a room name in the text box.
Time: Click the appointment time to start a new encounter.
Wait: Patient status and wait time. The possible statuses are new, checked in, and checked out.
- One time displayed: Wait time from check in until the start of the encounter
- Two times displayed: Time 1 = Wait time from check in until encounter start. Time 2 = Wait time from encounter start until check out. Adding the two times together produces the total visit time (found in the Encounter Preview).
Patient: Click the patient's name to open the patient's chart. Beneath the patient's name, comments and follow-up information display. Comments are entered in the appointment type window. Follow-up information are entered either in the appointment type window or during scheduling.
Appointment Type: Click the appointment type to view the appointment details. From the appointment type window, you can select a priority, change the rendering provider, select or change the department and room, enter comments, and enter or edit follow-up information.
Age: Age of the patient.
Sex: Sex of the patient.
Reason for Visit: Entered by the scheduler in the Notes/Reason text box during the scheduling process.
Provider: Rendering provider
Vitals: A green checkmark indicates that vital signs have been entered for the encounter.
Priority: Indicates if a patient's priority is high (up arrow), normal (blank), or low (down arrow). Click the appointment type to select a priority.
Chat: Indicates whether there is active encounter chat.

Room Status

Room statuses are color-coded; each color represents a different status.
A room status can be selected for rooms that are associated with departments.
Click a room status (colored square) to launch the room status widget where you can select or update the room status.
Note: Checking out a patient does not remove a patient from the room. You must remove the patient from the room by changing the room status to either one of the Empty statuses. This will free up the room and also stop the timer on the Visit Time (in Encounter Preview).

Appointment Type

The appointment details that were entered during scheduling.
Select the priority (default is normal).
Select the department (if applicable) and room.
Note: You will only see the department and room menu options if you have configured them for your practice in Locations: Departments and Rooms; else, you will see a text box to fill in the room. Default locations are set up on the Calendar Resources page.
Enter comments or follow-up information. These display below the patient's name in Patient Tracker.
Click Save Appointment.

Reason for Visit

The reason for visit is entered by the scheduler in the Notes/Reason text box (found in Schedule > Daily Schedule or Schedule > Calendar > any view).
Also worth noting is that the follow-up information entered here displays beneath the patient's name in Patient Tracker and Room Tracker. This is also editable from the appointment type window, also in Patient Tracker and Room Tracker.

Encounter Preview

Encounter Preview enables you to view a patient’s encounter details without leaving the Dashboard. It is available on a slide panel that slides out from the right. Encounter Preview is a condensed version of the Encounter Summary Preview and is also accessible from Room Tracker and Open Encounters. For more detailed information, refer to Encounter Preview.

Encounter Preview displays the following:
- Patient demographics and insurance information
- Encounter chat: Encounter-based chats between medical staff members.
- Encounter tasks
- Subjective: Chief complaint, medication history, allergies, and review of systems
- Objective: Vital signs
- Assessment: Diagnosis
- Plan: Procedure coding, orders, prescribed medications, problem list
Included at the top are the appointment date, reason for visit, chart number, check-in time, in-room time, and visit time.

Encounters View

The Encounters view provides you with the encounter's status and diagnosis for the selected resource's schedule. Data in the Diagnosis or Status columns means that the provider has started the encounter for the patient.

Resource: Select a calendar resource.
View: Select Encounters.
Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
Time: Click the appointment time to start a new encounter.
Patient: Click the patient's name to open the patient's chart.
Diagnosis: The assessment of the encounter
Status: Where the provider last left off in the encounter.

Patient Tracker