Keeping track of who’s due for a mammogram, colon cancer screening, or well-child visit usually means checking the Health Summary, the sticky note on your chart, a spreadsheet, or your own memory.
Prebuilt workflows for average-risk adults and kids
Your account now includes three prebuilt workflows for average-risk patients: adult female, adult male, and pediatrics. The pediatrics workflow follows month-based milestones for your youngest patients. Each workflow adds screening tasks with due dates to the patient chart. Past-due alerts make overdue screenings easy to spot when you open a chart.
To review and edit your practice's health maintenance defaults:
Select Tasks in the left menu.
Open the Task Workflows tab.
Select each new workflow to review its Health Maintenance tasks.
Open each task to review its age criteria and schedule.
To disable automatic assignment of health maintenance task workflows:
Select the workflow from the list on the left.
Click Edit in the upper-right corner.
Select the automation triggers you’d like to enable.
Click Save.
To create your own risk-based screenings:
Create a new workflow with the desired risk-based screening, including the frequency of the screening if its recurring.
Click Edit in the upper-right corner.
In the ICD-10 dropdown, select which diagnoses should trigger the screening
Click Save.
