You can use Staff Actions to keep track of what needs to be done before, during, and after an appointment.
Staff actions are a shortcut to a specific section of the patient’s chart and open that area so that you can perform the designated action. Staff actions cannot open a specific item, but rather take you to the required section of the patient chart. Once an action is performed, you must manually mark the task as done. It is a way for you to track and make sure that all actions related to the appointment are completed. For more information, see Assigning tasks and tags to a virtual visit.
The available staff actions are:
Chat
Encounter
Appointment
Answer Sheet (Qnaire responses section)
Form
Patient File (Patient files section)
Prescription
Scheduled Qnaire
Steps
From the main menu, click Settings > Pathways > Staff Actions.
Click Add Staff Action, or to edit an existing staff action, click it. The Edit Staff Action window opens.
💡 Tip: To delete a staff action, click the x.
Type a Name.
From the Type list, select the action.
Click Save.
Updated June 21, 2022