Expanding Clinical Inbox Enhancements to Additional Inbox Categories

Overview

With this feature, we're expanding the quick action functionality and updated worklist fields to additional inbox categories:

• Order/Rxs/Auths

• Lab/Imaging

• Need Followup

• Total

• Patient in Office*

• Urgent*

 

For more details, see Quick actions and New and updated fields.

 

Note
* For the Patient in Office and Urgent categories, the enhancements in this update will be available on August 8.

 

In addition, the Quick Overview is now available for interface and Marketplace Partner API lab results. From the Quick Overview, you can view result details, analyte data, and result notes directly from the Clinical Inbox. For more details, see Quick overview for lab results.

Benefits

We're adding this functionality to:

• Streamline your workflow for managing inbox items

• Save you clicks and time

• Reduce the need to leave the Clinical Inbox

Quick actions

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

 

For details on accessing the Quick Action Menu and for a description of the common quick actions, see the section "Take actions on items in the Clinical Inbox" in Inbox (Clinician view).

 

See the following table for the available quick actions for each additional inbox category supported in this release:

Inbox category	Quick actions
Order/Rxs/Auths	Reassign Add Action Note Go to Quickview Add Orders Schedule Appointment
Lab/Imaging	Reassign Add Action Note Complete Review Close Go to Quickview Add Orders Schedule Appointment Note: Complete Review and Close apply only to interface and Marketplace Partner API lab results and are available only if the lab result document is in REVIEW status.
Need Followup	Reassign Add Action Note Go to Quickview Add Orders Schedule Appointment
Total	Reassign Add Action Note Go to Quickview Add Orders Schedule Appointment
Patient in Office	Reassign Add Action Note Close Go to Quickview Add Orders Schedule Appointment
Urgent	Reassign Add Action Note Go to Quickview Add Orders Schedule Appointment

Lab results

For lab results, when you click Complete Review, you can select one of two options to complete your review:

• Share with patient — Selecting this option publishes the results to the Patient Portal and updates the status of the result document to SUBMIT. If the notification method is not set for the patient, or the patient doesn't have Patient Portal access, selecting this option closes the result document.

• Discussed with patient — Selecting this option closes the result document.

If you select both Share with patient and Discussed with patient, Share with patient takes precedence.

 

When you click Complete Review, an error message appears if the result document is missing provider information, missing a document label, or marked as "Risk of patient harm or legal violation—do not send to patient." This is one example of this error message:

New and updated fields

You'll now see the following new worklist fields for the Clinical Inbox categories supported in this release:

• 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.

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

 

In addition, we're replacing the broad Provider/Location field with distinct and clearly labeled fields. See the following table for details on the fields replacing Provider/Location for each additional inbox category supported in this release:

Inbox category	Updated fields
Order/Rxs/Auths	Related Facility — Provider the document was sent from or is to be submitted to.
Lab/Imaging	Related Facility — Provider the document was sent from or is to be submitted to. Patient Status — Patient check-in status and location.
Need Followup	Related Facility — Provider the document was sent from or is to be submitted to. Patient Status — Patient check-in status and location.
Total	Related Facility — Provider listed on the document, or the provider the document was sent from or is to be submitted to. Provider — Provider listed on the patient case or the preferred provider listed on the appointment request. Patient Status — Patient check-in status and location.
Urgent	Related Facility — Provider listed on the document, or the provider the document was sent from or is to be submitted to. Provider — Provider listed on the patient case or the preferred provider listed on the appointment request. Patient Status — Patient check-in status and location.
Patient in Office	Patient Status — Patient check-in status and location.

Quick overview for lab results

You can now expand interface and Marketplace Partner API lab results to view relevant details via the Quick Overview.

 

Note
The images in this section display fabricated data.

 

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

 

To access the Quick Overview, hover over the lab result task and click the down arrow:

 

The Quick Overview expands the result task and displays the following information:

• Result details — Result name, result status, performed date, publish status, and portal access.
  

• Analyte data — Analyte, current value, reference range, units, abnormal flag, and status.

• Result note.

 

To scroll through the table, use the arrow buttons on the right side of the Quick Overview.

 

For consolidated result tasks with multiple results, the Quick Overview includes a tab for each result. Click a tab to view details for that result:

 

Depending on your screen size, the Quick Overview may display a menu listing each result in the consolidated result task, rather than separate tabs. Select a result to view the details:

 

Note
You can still click the result task to navigate to the result document or open the consolidated document view.