Clinical Inbox Changes Spring 2024

Summary: Athena is updating the fields available for worklists in some clinical inbox categories

Highlighting Changes: Replacing the provider/location field with distinct and clearly labeled fields for certain Clinical inbox categories which include new worklist fields within the clinical inbox categories.

Benefit:

• Streamline your workflow for managing inbox items
• Save you clicks and time
• Reduce the need to leave the Clinical Inbox

What's new

With this feature, we're replacing the Provider/Location field in Clinical Inbox worklists with updated fields that are more specific to the Clinical Inbox categories.

 

In addition, we're adding new fields to worklists in inbox categories.

 

In this release, the new and updated fields are available for the following Clinical Inbox categories:

• Encounters
• Appointment Requests
• Patient Cases
• Clinical Documents
• Admin/Phone Messages
• Unknown Documents

 

Quick action menu

You can take actions on inbox items directly from the Clinical Inbox via the Quick Action Menu.

 

From the grid view of the Clinical Inbox, click a linked number in a row/column intersect to display the list of tasks in that category.

 

To access the Quick Action Menu, you can either:

• Right click the inbox item
• Hover over the inbox item and click the more options icon:

This is the Quick Action Menu:

 

 

In upcoming releases, you can expect to see these changes expand to all inbox categories.

Quick actions

Currently, there are six common quick actions you can take on inbox items:

• Reassign — Reassign the patient case to another user and add an action note.
• Add Action Note — Add an action note to the document.
• Close — Select a reason for closing the document, add an action note, and close the document. Currently, this option is only available for patient cases and admin documents.
• Go to Quickview — Navigates you to the patient's Quickview page.
• Add Orders — Navigates you to the Order Group page.
• Schedule Appointment — Navigates you to the Schedule Appointment page.

The quick actions you can take on an inbox item vary depending on the inbox category. For example, for encounters, you can select only Go to Quickview. For patient cases, there are additional quick actions available for replying to patients.

Summary: You can now view the details of patient cases and take actions on cases directly from the Clinical Inbox.

 

Highlight change:  

• View the case description and action note history of a patient case via the Quick Overview.
• Reassign a patient case, reply to a patient, and more via the Quick Action Menu.
• Take multiple quick actions at once.

 

Benefits: 

We're adding this functionality to:

• Streamline the workflow for managing patient cases
• Save you clicks and time
• Reduce the need to leave the Clinical Inbox

 

What's new:

We're making it easier to manage patient cases from within the Clinical Inbox.

This feature allows you to view relevant details about a patient case and take actions on that case directly from the Clinical Inbox, without having to navigate to the patient case document.

 

Previously, to take actions on a patient case, providers had to find the patient case in the Clinical Inbox, open the document, read the patient case, scroll to the bottom of the document to view available actions, select the action, and click Save. This process was time consuming and required many clicks.

Now, when viewing patient cases in the Clinical Inbox, you can access the:

• Quick Overview to view the case description and action note history of a patient case
• Quick Action Menu to take actions on a patient case, such as reassigning the case or adding an action no
• Quick overview

You can expand a patient case to see relevant details in the Quick Overview. The Quick Overview displays the case description and action note history.

 

From the grid view of the Clinical Inbox, click a linked number in the Patient Cases column.

 

To access the Quick Overview, hover over a patient case and click the down arrow:

 

From the Quick Overview, you can switch between the Case Description and History tabs:

Quick action menu

You can take actions on patient cases directly from the Clinical Inbox via the Quick Action Menu.

 

From the grid view of the Clinical Inbox, click a linked number in the Patient Cases column.

 

To access the Quick Action Menu, you can either:

• Right click a patient case
• Hover over a patient case and click the more options icon:

 

This is the Quick Action Menu:

Quick actions

You can take the following actions on patient cases:

• Go to Quickview — Navigates you to the patient's Quickview page.
• Add Orders — Navigates you to the Order Group page.
• Schedule Appointment — Navigates you to the Schedule Appointment page.

Take multiple actions

When performing most quick actions, you can click Save to complete the action or click the down arrow  to save and complete an additional action:

• Save & Create Order — Completes the quick action and navigates you to the Order Group page.
• Save & Schedule Appointment — Completes the quick action and navigates you to the Schedule Appointment page.

 

For example, a provider could reply to a patient case confirming a new prescription and then click Send & Create Order to send the message and open an order group:

Summary: 

We're updating the fields available for worklists in some Clinical Inbox categories.

Benefits: 

• We're replacing the Provider/Location field with distinct and clearly labeled fields for certain Clinical Inbox categories.
• New worklist fields for Clinical Inbox categories
• Clarify the information that populates in Clinical Inbox worklists
• Display important information that matters to you
• Help you prioritize your work
• Additional fields will be added in upcoming releases

 

With this feature, we're replacing the Provider/Location field in Clinical Inbox worklists with updated fields that are more specific to the Clinical Inbox categories.

 

In addition, we're adding new fields to worklists in inbox categories.

 

In this release, the new and updated fields are available for the following Clinical Inbox categories:

• Encounters
• Appointment Requests
• Patient Cases
• Clinical Documents
• Admin/Phone Messages
• Unknown Documents

 

In upcoming releases, you can expect to see these changes expand to all inbox categories.

 

Updated fields

Currently, worklists for Clinical Inbox categories (for example, Patient Cases and Clinical Documents) have a Provider/Location field. This field displays a wide variety of information, including the:

• Patient status
• Patient location
• Sending or receiving providers

Despite the variety of information that appears in the Provider/Location field, the title of the field is the same for all inbox categories. This makes it difficult for providers to understand what information the field is displaying across the Clinical Inbox.

 

This update splits the Provider/Location field into distinct and clearly labeled fields for certain inbox categories. For example, for patient cases, we replaced the Provider/Location field with Related Facility and Provider:

 

For details on the fields replacing Provider/Location for inbox categories in this release, see the following table:

Inbox category	Updated fields
Encounters	Patient Status — Patient check-in status and location.
Appointment Requests	Preferred Provider — Provider listed on the document.
Patient Cases	Related Facility — Outside provider, lab, or pharmacy listed on the patient case. Provider — Provider listed on the patient case.
Clinical Documents	Related Facility — Provider the document was sent from or is to be submitted to. Patient Status — Patient check-in status and location. Rendering Provider — Provider from encounter review documents.
Admin/Phone Messages	Related Facility — Provider the document was sent from or is to be submitted to.
Unknown Documents	Related Facility — Provider the document was sent from or is to be submitted to.

 

New fields:

We're also adding new worklist fields for Clinical Inbox categories to provide you key information and help you prioritize your work more easily.

 

You'll now see the following fields in worklists for the Clinical Inbox categories listed in the previous table:

• Department — Displays the department name associated with the document or the department name associated with the encounter.
• Usual Provider — Displays the patient's usual provider as seen in the patient's Quickview.
• Primary Insurance — Displays the patient's primary payer as seen in the patient's Quickview.
• Case Policy — Displays the patient's first listed case policy as seen in the patient's Quickview.

 

Note** To display or hide these new fields for each inbox category, click Configure Fields and turn the field toggles on or off.