Tips and tricks

Written by Adeel I. Butt
Updated over a week ago

To help you use the TELUS Collaborative Health Record its full potential, we send you bi-weekly tips via the support chat.

Here is a list of tips sent out so far:

Tip	Description
Scheduling reminder tasks using messages	May 16, 2022 You can set a recall task for yourself or your admin to follow up with a patient on a future date. Create an internal message from the patient chart, then snooze the message until the date you want to follow up. Click the clock icon within the message and choose the Snooze Until date. The message will appear in the inbox on that date. Have a look at the complete workflow: Snoozing your inbox items.
Avoid adding duplicate patient charts (PEI only)	May 3, 2022 You can quickly search for and add patients to the CHR from the Client Registry, saving you time and keeping the CHR free of unnecessary clutter. Always select the Registry checkbox when searching for patients, before manually creating a new patient chart. For more information, see Adding a patient from the Client Registry to the CHR.
Opening the CHR in multiple windows	April 18, 2022 Ever wish you could easily keep an eye on your schedule while navigating the CHR, without having to go back and forth? Simply open it in a separate window or tab. In the main menu, right-click the schedule icon (or control+click on Mac) and select Open link in new tab or Open link in new window.
Troubleshooting virtual visits	April 4, 2022 One of the benefits of the CHR is our integrated virtual visits. To ensure that each visit runs smoothly, be prepared to troubleshoot with your patients when required. See our virtual visit tips to learn the most common reasons why they fail and how to quickly get visits started with your patients.
CHR Webinar Invitation: Engaging patients as active participants in their own care	March 21, 2022 Join us for a free webinar and learn more about the interactive patient engagement tools available in the TELUS Collaborative Health Record (CHR). Date: Friday, April 22, 2022 Time: 12:00 PM - 1:00 PM (UTC-04:00) Eastern Time (US & Canada) Can’t make it? No problem! All registrants will receive a copy of the recorded webinar along with additional learning resources on how to configure the tools demonstrated. Learn more and register now
Privacy and security in the CHR	March 07, 2022 TELUS Health is committed to helping you to protect your patient data. Take action today and read about the various CHR privacy and security features that you can implement at your clinic.
Avoiding SMS overage charges	February 22, 2022 Each provider at your clinic gets 1000 free text messages to send to their patients per month. See these tips and a video on how to avoid exceeding those 1000 SMS messages per month.

Updated May 16, 2022