Follow Up All Orders - Using

Updated by Steven Garand

All follow up reminders are shown after the order is closed and the Follow Up date is due or past due.
Provides a prompt for the RTS to complete any due follow ups on any order, including adding notes, and quickly navigating to the associated order.
Click on the note button to add or edit notes about the follow up.
Click on the File Folder button to the left of the row to select the order associated with the follow up in that row. Once the order is opened, the appropriate form can be filled and saved for the order.
Click the completed (green check) button to set the follow up as completed. The row will be removed from the grid but can be viewed by toggling the 'show completed follow ups' (funnel) button.
After the last follow up date is completed the Cancel Follow Ups flag is set in the Order window in Basic Info. This marks the follow up process as completed for the associated order.
If the follow ups should not continue (patient no longer has the chair for instance), open the associated order by clicking on the folder button to the left of the row, click on Basic Info, open the Order window and check on the Cancel Follow Ups check bow. This will prevent subsequent follow ups from showing.
A custom follow up baseline form (before the patient gets the device) could be added and tied to a work flow task block (block on baseline form field not entered).
Notes are available for the follow up responses but would limit data analysis. Custom forms follow up questions would provide more options for follow up data analysis.
Use custom reports and ad hoc queries to analyze the follow up data.

Options

  1. Menu (Above Grid)
    1. Refresh: Refresh the page using up to date information
    2. Wrap Text: Make the rows higher to show all text in each cell
    3. Show completed follow ups (funnel): Show completed follow ups in the grid instead of pending follow ups.
    4. RTS: Filter rows by a particular RTS - Value saved between sessions
    5. Group By: Group rows by RTS - Value saved between sessions
    6. Export List Buttons: List can be exported to a spreadsheet (.xls or .xlsx) or delimited text file (.csv)
  2. Grid (Read Only)
    1. Go To (folder icon): Select the order associated with the follow up in that row. Once the order is opened, the appropriate form can be filled and saved for the order.
    2. Complete (green check): Sets the follow up as completed. The row will be removed from the grid but can be viewed by toggling the 'show completed follow ups' (funnel) button.
    3. Notes: Opens the notes window to add or edit the notes for the follow up
    4. Days Late: Days after the expected follow up date - Default row sorting is largest to smallest days late
    5. Order ID: Order number
    6. RTS (ATP): RTS (ATP) responsible for the entire order
    7. Follow Up Notes: Notes for the follow up. Edit by clicking on the Notes button on the left side of the row.
    8. Order Notes: Short order notes for the order associated with the follow up
    9. Patient Name: The patient name associated with the follow up
    10. Patient Phone: The patient phone number associated with the follow up
    11. Patient Email: The patient Email associated with the follow up
    12. Instruction: Instructions associated with the follow up
  3. Grid Detail (Questions) (click on small left gray triangle to show)
    1. User questions and answers: Defined in RxAdmin under Tracking, then Follow Up, then under the Questions tab.
      1. Column header text is a prompt for the question
      2. Column header tooltip (hover mouse over header) shows the full question
      3. Drop down in the cell contains the answer choices
      4. If specified in the RxAdmin setup, free text can be entered in the cell and not restricted to the answer choices
      5. Save answers by clicking the Save changes button

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