PPS: Action Items

This article applies to the Private Practice Suite


The Action Items is a quick reference list of items that require attention. The blue font of the headers indicates that the item is a hyperlink to the list that is associated with the header. Clicking on a header will open a new tab to allow for quick reference to other portions of the EMR.

Tabs can be closed by clicking on the on the right edge of the tab.

List of Action Items 

  • Patients missing demographic information: used to navigate to the Patients Tabs to address patients with missing demographic information.
  • Patients with pending insurance claims: used to navigate to the create insurance claims page
  • Minimum unrecorded appointments: used to navigate to the Appointments Tabs to address unrecorded appointments (not available with a staff license)
  • Undocumented sessions: used to navigate to the document sessions page to address appointments without clinical documentation (not available with a staff license)
  • Uninitialed documents: used to navigate to the uninitaled documents page to address documents intended for a patient chart that need to be initialed and not signed (not available with a staff license)
  • Unsigned documents: used to navigate to the unsigned documents page to address clinical documentation that has been completed but requires a provider's signature
  • Reminders Due: used to navigate to the Reminders tabs to address reminders that are due
  • Pending Lab requests: used to navigate to the pending lab requests page to address pending lab requests
  • Prescriptions pending / need signing: used to navigate to DrFirst to address unsigned prescriptions for all patients
  • Prescription renewals: used to navigate to DrFirst to address all refill requests sent electronically from pharmacies
  • Demographic updates: used to navigate to the demographics update queue page to address demographic updates from patients that have updated their own information within the patient portal
  • Portal accounts need verification: used to navigate to the Patients tabs to verify Patient Portal accounts

  

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