Follow up Appointments
1. Find Date to do Follow up Appointments
Powers Day Tracking Sheet
2. Find next date available date. It should be not colored.
If update to date. This should be yesterdays date
3. Update to yellow to identify as "in progress"
4. Then open veins to the "Post Visit" stage
5. Update the date filter for the "In progress" date.
6. All records with the "Post Visit FU" step NOT acknowledged are currently DUE and NOT completed
- Acknowledge stage to "In-progress"
7. Locate first patient in Amazing Charts.
8. Open past encounters
Right click on the patient name and from the drop down click "Past Encounters"
9. From past encounters -> select the encounter record
Filter for "Assessment and Plan Only" to make it easier showing
10. From the display scroll down to "Assessment & Plan:"
11. Inside "Assessment & Plan:" find 3 sections
The intent here is to verify with the patient on the call if they have any questions about these. i.e do they have the referral. Did they pick up the medicine? and if provider wanted a follow up appointment.
Check Assessment & Plan for ORDERS
For any referrals which were issued
Check Assessment & Plan for PRESCRIBE
Check how many if any prescriptions were sent. And which pharmacy
Check Assessment & Plan for FOLLOW UP
Check if any follow up is required.
12. After Information is collected.
Call patient.
13. During Call
Verify with patient
- Orders, prescriptions and follow up
- Any feed back from the patient in regards to the visit
- Let patient know about review and the powers champions program
14. After phone call is completed. Open message and save message to patient chart.
**Update "no concerns" if any issues and assign task
For F/U calls chart notes:
DOS - MM/DD/YY
Visit FU - Completed
Referral - No Concerns
Prescription - No Concerns
Follow up - No Concerns
Review/Survey - No Concerns
DOS - MM/DD/YY
Visit FU - LVM
Referral - No Concerns
Prescription - No Concerns
Follow up - No Concerns
Review/Survey - No Concerns
DOS - MM/DD/YY
Visit FU - NC
Referral - No Concerns
Prescription - No Concerns
Follow up - No Concerns
Review/Survey - No Concerns
DOS - MM/DD/YY
Visit FU - DNC
Referral - No Concerns
Prescription - No Concerns
Follow up - No Concerns
Review/Survey - No Concerns
15. Acknowledge "Post Visit FU" Step to completed
16. Acknowledge "Send Review" or "Send Survey"
Rotate In-between sending Reviews and Surveys
Send 1 Survey for every 5 Reviews
Also keep in mind if multiple children DO NOT SEND to all children.
17. Powers Day Tracking Sheet
Update "in progress" date to green for "Completed"
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