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Patient Manager The following types of messages may appear in the Patient Manager view. Message Type Description Appointments Future scheduled appointments. Click Open to view appointment and edit details (see Appointments on page 15). Pending messages • Patient messages - Patient messages not Saved to Chart or deleted, plus high priority (red) items. Click Open to view (see Responding to patient messages on page 40). • Transcriptions - Transcriptions not yet reviewed. Click Review to mark item Reviewed (seeApproving or rejecting documents on page 71). • Scanned documents - Scanned documents not reviewed. Click Review to mark item Reviewed (seeTo approve or reject scanned documents on page 74. Reminders Health maintenance/disease management and other chart reminders, such as reminders for flu shots or immunizations - Click Open to view (see Reminders on page 211). Medications Pending refill requests (in red if high priority) - Click Open to view and approve a refill request (see Refill Requests on page 44). Lab results Results with the status of Final or Needs Review (in red if abnormal). • Click Review to open the Review Lab Results dialog. • Click Trend to open the Lab Trends dialog. See Reviewing lab results on page 178. Procedure results Results marked Final or Needs Review (in red if abnormal) Click Review to review the results (see Reviewing procedure results on page 191). Additional results Referrals, authored text, and patient education not marked complete (Final) - Click Review to finalize the document (see Additional Results on page 195). Report results Health maintenance and disease management reports that include an action item for the patient - Click Edit to view task details. • Task tab - Click the Task down-arrow to indicate what was done (Examples: Called Patient, Ordered, Send Letter) and enter comments in the text box, then select Completed. • Contact/values tab - Patient contact information, such as address, phone numbers, age, and gender. • History tab - History of actions taken. Click Quick A&P to document orders, plan or treatment without closing the Patient Manager view (see Report Results on page 198). Pregnancy Record (for female patients of child-bearing age only) 174 Displays for patients with an active procedure of 59400 routine Obstetric Care. Patient LMP (last menstrual period) date, EDD (estimated delivery date), Blood Type, Gestational Age and Gravidity/Parity (# of pregnancies, # of live births) - Click Edit to access the Pregnancy Record (seePregnancy Record on page 322),
