Patient Chart Admin

athenaCollector

This page allows you to manage individual charts. You can:

  • Create, update, and delete requests for chart pulls for non-appointment reasons such as prescription refills, referrals, and so forth. (Chart pull requests are automatically created for all appointments scheduled in athenaOne)
  • Add a chart tracking note to describe when a chart's location has changed. This allows you to track when a chart has been marked missing, when it has been returned to the chart room, or when it has been transferred to another department.
  • View chart tracking notes. You can use tracking notes to research where a chart has been (useful if a chart is missing) and who has requested the chart in the past (useful for patient privacy).

Note: You can generate a list of all charts to be pulled using the Manage Chart Pulls page.

 

On the Patient Actions Bar, click Other, and then click Patient Chart Admin

 

 

 

  1. Display the Patient Chart Admin page: On the Patient Actions Bar, click Other, and then click Patient Chart Admin.
  2. Date Needed — Enter or select the date that the chart is needed.
  3. Time Needed — Enter or select the time that the chart is needed.
  4. Recipient — Enter the name of the person who should receive the chart, or select the provider who should receive the chart from the Provider list.
  5. Receiving Department — Select the department where the chart is to be sent.
  6. Enter any notes that should appear on the chart's out-guide.
  7. Click Save Request. The request appears under the Chart Tracking Notes heading, with REQUEST listed under the Action column.

 

  1. Display the Patient Chart Admin page: On the Patient Actions Bar, click Other, and then click Patient Chart Admin.
  2. Locate the request that you want to update in the Chart Tracking Notes list.
  3. Click the update link. The request appears in the Task Bar.
  4. Update the available fields as needed.
  5. Click Update. The updated request appears in the list under the Chart Tracking Notes heading.

 

  1. Display the Patient Chart Admin page: On the Patient Actions Bar, click Other, and then click Patient Chart Admin.
  2. Locate the request you want to delete in the Chart Tracking Notes list.
  3. Click the update link. The request appears in the Task Bar.
  4. Click Delete Request. The request is deleted from the list of requests under the Chart Tracking Notes heading.

Caution: There is no warning message or undelete option.

 

 

  1. Display the Patient Chart Admin page: On the Patient Actions Bar, click Other, and then click Patient Chart Admin.
  2. Locate the request that you want to mark in the Chart Tracking Notes list.
  3. Click the update link. The request appears in the Task Bar.
  4. Click Mark Chart Missing. A new tracking note appears in the list under the Chart Tracking Notes heading, with MISSING listed under the Action column.

 

  1. Display the Patient Chart Admin page: On the Patient Actions Bar, click Other, and then click Patient Chart Admin.
  2. Action — Select the action.
  3. Current Chart Location — Select the chart's current location (or select "Missing").
  4. Notes — Enter the text of the note. The note appears under the Chart Tracking Notes heading, with the selected action listed under the Action column.

 

 

Request Chart Pull
Date Needed

The date that the chart needs to be pulled.

Time Needed

The time that the chart is needed.
Recipient

The individual who needs the chart. If a provider is already specified, leave this field blank.
Provider

The provider who needs the chart. If a recipient is already specified, leave this field blank.

Receiving Department

The department where the chart is to be sent.

Notes

Any notes that should appear on the chart's out-guide.

Add Chart Tracking Note
Action

The reason why a chart tracking note is being added.

Chart Home

The department where the chart is normally kept.
Current Chart Location

The current location of the patient chart.
Notes

Any notes that should appear on the chart's out-guide.

Chart Tracking Notes
Date

The date of the tracking note.
Action

The reason why a chart tracking note is being added.
User

The user who added the note or request.
Destination

The department where the chart is to be sent.
Notes

Any notes that should appear on the chart's out-guide.

 

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