Tips and tricks

Tips

Description

If you often find yourself generating the same bill for multiple patients, creating and using billing templates in your workflow can be a game-changer. Billing templates speed up your billing process, particularly for complex or repetitive billing tasks.

When you create a template (Settings > Templates > Billing > Add Template), and you have multiple providers in your clinic, leave the Billing Practitioner field empty. Then, when you apply the template, all other information auto-populates the bill and you can add or update details as needed, providing ultimate flexibility.

For more information, refer to Using billing templates.

If you work in a clinic where multiple people manage schedules, or if you use eBooking, you may need to review the booking details of an appointment. You might want to know who originally booked it and when, or who checked the patient in, for example.

The history of an appointment allows you to easily see all these details and more. From the Appointments section of the patient's chart, click the clock icon beside the appointment you want to review.

If a patient asks for a list of their current medications, or other medical information such as a list of their appointments, you can easily print it from the Summary view.

To print a patient’s active medications, collapse all sections but Active medications and click Print at the bottom of the window. Don’t see all the patient’s medications? Make sure to display all records in this section.

Being prepared will save you time in the event that you are locked out of your CHR account.

If you enter the wrong password or username 5 times (or more, depending on your clinic configuration), your account is locked. If that happens, you have two options:

Are things slowing down for you and your clinic over the holiday season? Maximize this downtime by optimizing your Qnaire processes.

Did you know you can automatically send Qnaires to your patients? For example, you can set them up to send on a recurring schedule or link them to an appointment or presenting issue to send pre- or post-visit. You can also configure follow-up Qnaires to send at a specific time after an encounter is signed.

Explore the various ways to automatically send Qnaires

Welcoming a new team member to your clinic? Help them gain a solid foundation to use the CHR effectively, and ensure a smooth transition, with these learning resources:

Much like a to-do list, you can use the snooze function to help you remember tasks you need to do when you need to do them. For example, follow up to ensure you have received paperwork from a patient or to check that critical test results have arrived.

Send yourself a snoozed message from the Inbox or a patient's chart. Then, at the date and time you choose, it automatically shows up as a new message to remind you it’s time to action it.

Learn how you can better manage tasks by snoozing inbox items.

You can filter the patient list by the status tags previously added to a patient’s record.

From the patient list, click the filter icon in the top-right corner. Choose patient status tags to include or exclude, then click Filter.

Now you can browse patients that match your filter criteria.

To learn more, refer to Filtering the patient list.

If you cannot find a patient’s chart, quickly search to see if it has been archived.

In the patient search window, select Archived to show archived patients that match your search criteria.

For more information, see Viewing and restoring archived patient charts.

Click the feather icon next to the cover page selected in your PDF settings before you print or fax a document, such as a letter or a referral. From there, you can add details, and type comments in the fields included in the cover page template.

Watch our new tutorial video on Using a fax cover page to learn more.

Analytics dashboards pull data from your CHR into easy to interpret reports. Each report can be refined, sorted, and exported giving you the exact data you need.

To learn more about this invaluable feature, check out this video collection.

The patient data types you see in the header are specific to you.

So add the vitals, lab results, scores, enrollment status, and other patient data you always want to check or click and update faster.

To start customizing, select the gear icon in the patient data header.

For steps to add or edit the header, refer to Customizing the patient data header.

Find the support you need using the CHR help centre!

You can access valuable learning resources such as training videos, release notes, webinar recordings, step-by-step help guides, and more.

From your CHR chat bubble, click Search articles… to get started!

For more details, refer to Getting help.

Flu season is here. You can use clinic-wide templates to quickly and consistently record patient immunizations. In addition to consistent data entry, injection templates save time by auto-populating data instead of manually entering dose, site, route, etc. For more information, see Managing clinic-wide frequent injections.

Want to see all the important information on a patient at a glance? The summary is the best way to navigate patient charts and helps you complete your encounters more efficiently. It remains visible when you are within an encounter, allowing you to perform all required actions from a single screen. To open the summary, click the summary icon in the top-right corner of a patient chart.

For more information, see Navigating the patient summary.

Appointment notifications, messages and Qnaires are sent to the patient's preferred notification method but do you ever wonder what that is? You can verify or change a patient's preferred notification method (email, SMS, both or none) by clicking Update Information within the dashboard view of the patient's chart. For more information, see Setting a patient's preferred notification method.

Booking time off through the schedule can be useful for meetings or afternoons off, or if you need to block time to do admin work. This time slot becomes unavailable for online booking. Go to your schedule and click +Add > Off Time in the top-right corner. For detailed instructions, see Adding and removing time off in the schedule.

Join us for a free webinar and learn how to streamline your appointment workflow and improve your patient experience.

Date: Friday, August 19, 2022

Time: 12:00 PM - 1:00 PM EST

Can’t make it? No problem! All registrants receive a copy of the recorded webinar along with additional learning resources.

Does your inbox load slowly? Want to see only the inbox items that apply to you? You can easily filter your inbox to focus on messages and items that are important to you. Filtering an inbox also helps it load faster.

For more information, see Filtering your inbox.

If you ever need to send a patient’s chart to their new clinic or insurance company, you can easily export it. You can decide to include all or only some information of the patient chart. The PDF document can then be downloaded, printed, emailed or faxed. For more information, see Printing and exporting patient charts.

Are there times when you want to quickly add, remove or customise a reminder for a patient’s existing appointment ? Or simply add an additional Qnaire to the appointment?

From the schedule, select the patient’s appointment and click the Reminders tab:

For more information, see Managing appointment reminders for a single appointment

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.

(PEI only)

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.

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.

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.

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.

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.

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.

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