Overview
You can now snooze a patient case to remove the case temporarily from the Clinical Inbox and return to it at a later time.
When you snooze a case, you select the snooze duration or choose a specific wake-up date. When the snooze expires, the patient case reappears in the Clinical Inbox with the same status and assignee as before.
You can snooze patient cases from either the document view of the case or within the Clinical Inbox via the Quick Action Menu.
For more details, see Workflow.
Benefits
This feature can help you prioritize tasks and declutter the Clinical Inbox.
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Workflow
Snoozing patient cases can reduce the volume of tasks in the Clinical Inbox, allowing you to focus on the most timely and relevant tasks.
You can snooze a patient case:
From the document view of the case (for step-by-step directions, see To snooze a patient case from the document view)
From the Clinical Inbox via the Quick Action Menu (for step-by-step directions, see To snooze a patient case from within the Clinical Inbox)
In addition, you can run the Clinicals report in Report Builder to collect information on snoozed patient cases (for step-by-step directions, see To report on snoozed cases).
Snooze a patient case from the document view
From the grid view of the Clinical Inbox, click a linked number in the Patient Cases column to display a worklist of inbox tasks. Then, click a patient case to open the document view.
In the document view of the patient case, click Snooze:
From the Snooze menu, select a preset snooze duration or choose a wake-up date based on when you want to address the case:
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Snooze duration — Each option displays the date when the snooze expires.
Tomorrow
Next week
2 Weeks
Choose a Date — Select a date from the calendar selector in the pop-up window that opens.
Note
By default, you can snooze patient cases for up to one year from the current date. If your organization would like to set a custom maximum snooze duration (between 1 and 365 days), contact the CSC.
After you select a snooze duration or date, a pop-up window opens to confirm when the case will wake up. Before you save your selection, you can add an action note to the patient case.
For details on what happens after you snooze a patient case, see Snoozed cases.
Snooze a patient case from within the Clinical Inbox
You can use the Quick Action Menu to snooze a patient case without leaving the Clinical Inbox.
From the grid view of the Clinical Inbox, click a linked number in the Patient Cases column to display a worklist of patient cases. To open the Quick Action Menu, right-click a patient case or hover over the case and click the more options icon .
From the Quick Action Menu, click Snooze:
From the Choose a Date pop-up window, select a snooze duration (Tomorrow, Next Week, or 2 Weeks) or select a date from the calendar selector. By default, you can snooze patient cases for up to one year from the current date.
After you select a snooze duration or date, you can add an action note to the patient case:
Note
Before you can snooze a patient case, all required fields on the document must be completed. If a required field hasn't been completed, an alert appears when you click Snooze:Click Go to the item to open the document view and complete the required field.
Snoozed cases
After you snooze a patient case, the case moves to PEND status until the snooze expires. The case also disappears from the Clinical Inbox.
The document view of the patient case displays the snooze action and scheduled wake-up date in the History section:
In addition, the Snooze button on the document view is replaced by a link noting that the case is snoozed. To change the snooze duration or wake-up date, click the link:
While the patient case is snoozed, you can search for and view the case in the patient chart.
On the day the snooze expires, the patient case reappears in the assignee's inbox worklist and the case status moves from PEND status back to the previous status.
Note
Task assignment overrides (TAOs) for patient cases (with the Action field set to All) route patient cases to the assigned user or inbox when the patient case wakes from snooze.
In the following example, your practice has set up a TAO to send all billing type patient cases in REVIEW to a billing inbox. When you snooze a patient case, it moves to PEND status. When the patient case wakes from snooze, the case moves back to REVIEW status and routes to the appropriate billing inbox.
Report on snoozed cases
You can now filter patient cases by PEND (snoozed) status when you run the Clinicals report in Report Builder. This option allows you to easily collect information on snoozed patient cases.
In the Choose & Set Filters tab in Report Builder, the Patient Case Status filter now includes a Pend (Snoozed) status. Select this option to return results on snoozed cases:
For step-by-step directions, see To report on snoozed cases. For more details on creating reports in athenaOne, see Report Builder.