eCLINICIAN EMR User Guide

Manage your Work Using the In Basket

W

ORK WITH

R

EFILL

R

EQUESTS

When a patient calls or when a fax is received at your clinic requesting a medication refill, the request is documented as a Refill encounter. The Refill encounter is routed to the physician for approval via an Rx Request In Basket message. The approved or denied medication refill request is then routed back to support staff as an Rx Response message.

R

EVIEW

R

X

R

EQUEST

M

ESSAGES

Rx Requests placed by your support staff are sent to you via your In Basket and appear in the Rx

Request folder.

1.

Access the In Basket activity.

2.

Select the Rx Request folder.

3.

In the Message List (upper) pane, select the message.

4.

In the Message Display (lower) pane, review the message details.

5.

Take note of any warning messages, which display with red font, included in the message.

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A

PPROVE AN

R

X

R

EQUEST

M

ESSAGE WITHOUT

E

DITS

To approve the request with changes, proceed to the next topic Approve an Rx Request with

Edits.

•

•

•

To approve the request without making any changes, from the Bottom In Basket toolbar, click

Approve Rx. This triggers the following actions:

The Refill encounter is automatically closed.

The status of the Rx Request message changes to Done.

The patient sig prints to the designated printer.

•

Your approval is automatically sent back to support staff as an Rx Response message.

A

PPROVE AN

R

X

R

EQUEST WITH

E

DITS

To approve the request without changes, go to the previous topic Approve an Rx Request

Message without Edits.

To edit medication details before approving:

1.

From the Bottom In Basket toolbar, click Edit Rx. The Rx Request window displays.

2.

Click the medication hyperlink to open the Order Composer. Make the desired changes and click Accept.

3.

Select the checkbox beside the medications you wish to approve. Alternately, if there is only one medication, or if you wish to approve all of them, click Approve All.

4.

If you do not wish to route this message, skip to step 7. To route this message, to the right of the Recipients heading, click the pencil icon.

5.

In the Recipient field, type a name in the format of lastname, firstname or enter a pool name.

T

IP

1

: If the recipient is the same as the sender of the original request, click

Add Sender which automatically populates the

Recipient field for you.

6.

In the Routing Comments box, type any follow-up instructions or comments for the recipient.

7.

Click Sign (if not routing) or Sign and Route (if routing).

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The In Basket activity redisplays showing the message with a status of Done. Your approval is sent to the recipient(s) as an Rx Response message.

T

IP

2

: You can return to the original Refill encounter by clicking

Enc

on the Bottom In Basket toolbar.

R

EFUSE AN

R

X

R

EQUEST

1.

From the Bottom In Basket toolbar, click Refuse All/Rt. An Rx Request form displays.

2.

In the Notes box, enter any information you want documented in the patient’s chart.

3.

If no follow-up is required, Skip to step 5. To assign any follow-up actions, in the

Recipient field, type a name in the format of lastname, firstname or enter a pool name

T

IP

: If the recipient is the same as the sender of the original request, click

Add Sender

which automatically populates the

Recipient

field for you.

4.

In the Routing Comments box, type any follow-up instructions comments for the recipient.

5.

Click Sign (if not routing) or Sign and Route (if routing). A Refusal Reason window displays.

6.

In the Refusal Reason field, click the Selection tool (magnifying glass) and choose an appropriate refusal reason.

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On the bottom right of the Refusal Reason pop-up window, you’ll see a button called

My Quick Buttons. This feature allows you to configure your own buttons for common reasons for visit, which display next to the

Refusal Reason field in the future.

7.

Click Accept.

The status of the Rx Request messages changes to Done. Your refusal is sent to the recipient(s) as an Rx Response message.

P

ROCESS AN

R

X

R

ESPONSE

M

ESSAGE

1.

Access your In Basket.

2.

Select the Rx Response folder.

3.

In the Message List (upper) pane, select the message and in the Message Display (lower) pane, read the message.

4.

If the prescription has been approved, retrieve the signed form from the designated area.

5.

To return to the Refill Encounter to complete documentation, from the Bottom In Basket toolbar, click Enc. The patient’s workspace displays for the current Refill encounter.

Note: When Rx requests are approved without changes, the encounter is closed automatically. If you need to return to the encounter, you will need to create an addendum.

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6.

If contacting the patient about the approval or refusal of the prescription, select the Contacts section and record Outgoing contact details.

7.

If appropriate, select the Documentation section and record any new details.

T

IP

: SmartPhrases are a great benefit in this area. Create your own, or use a system

SmartPhrase such as .RXFAXED to speed up documentation.

8.

From the Refill Encounter Navigator table of contents, click either Close Encounter or

Sign/Route Addendum.

9.

Return to the In Basket activity and mark the Rx Response message as Done.

Mark In Basket Messages as Done

It is very important that you mark In Basket messages as Done

only after

you have completed the action associated with the message. If you mark the message as Done and are interrupted before you can complete the task, the task might not be completed could have significant impact to patient care.

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