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"My Day" Dashboard

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Written by Tiffany Desage
Updated over a year ago

What is “My Day”?

The "My Day" dashboard is a landing page designed and organized to support Care Managers with a workflow that prioritizes daily activities and tasks proven to successfully manage a panel of 200-300 patients.

With "My Day" you can handle the most relevant conversations, get a reminder to send check-ins, complete due/overdue tasks, create care plans, and review patients who have not signed PHI Authorization.

Handle Flagged/Important Conversations

At the start of every day, you should handle the most important conversations first. This dashboard will show you all conversations that are flagged, escalated, or potentially important.

Note: “Potentially Important” means that Phamily found something in the latest message that suggests there is something you should look at.

To handle conversations:

  • Open each conversation, as you would in the inbox

  • Reply to the patient, close that conversation, and work your way through the list

Pro Tip: Want to see your oldest messages instead of your newest? Sort by “Waiting Longest” instead of "Newest"

FAQs

What shows up in this list?

Messages that show up in this list are:

  • All flagged conversations

  • All messages Phamily marked as “Important”

How does a conversation leave this page?

Once you respond to a conversation it will leave this page and can be found in the "Tracking" tab in your inbox.

Check-in with patients

After responding to patients in Handle Flagged/Important messages, look for which patients you should send an outreach to by sending them a check-in.

  • Follow the button to “Go to the Check-ins Page” and send a check-in.

Pro Tip: If you'd like to review the patients first, you can click the button at the bottom to "See Reachable Patients"

Complete Tasks

After sending Check-ins, take a look at tasks that should be handled today.

Review each task and either:

  • Complete them as necessary

  • Reschedule for a different day

FAQs

Why do tasks without due dates show up?

We want to make sure you see these! Either complete them or set the due date for another day and we’ll show you the task on the date you selected.

What if this task isn’t relevant to me?

You can remove yourself from a task. Just make sure to assign it to someone else so it doesn’t get lost.

How do I go to the patient who this task is for?

You can click on the patient’s name in the task. This will open a new tab with the patient’s chart.

Create care plans

After taking care of all your patients immediate needs, it's time to create care plans.

To bill for a patient, you must create a care plan for them. We’ll show you the top 5 patients you should create a care plan for in order to ensure you’re on track to get them qualified.

  • Click on the “+ Care Plan” button to go to the care plan page and create one for them!

Pro Tip: To only see patients who have given PHI Authorization, click to toggle "PHI Consented Only" on.

FAQs

How is this sorted?

Patients are sorted by this month's minutes.

What patients are you showing me here?

Phamily will show you Your patients (i.e. patients who have you assigned as the care manager) first.

  • Once all of your patients have care plans, we’ll show you our top recommendations for patients without care managers

Why does it only show 5?

Phamily shows you 5 so you can spend time and focus on 5 / day

Where do I go to see all my patients without Care Plans

To see all your patients without care plans, click the button See All My Patients w/o Care Plans.

Where do I see patients I completed Care Plans for today?

To see patients you completed care plans for today, click “Extend completed patient list”.

Review for PHI consents

To bill for Connected Care services you will need patient consent. The next step is to review for patients that Phamily thinks are the highest priority for consent.

  • Click on the “+ Review” in order to open the patient chart

  • Review for consent and update the chart accordingly

Pro Tip: If you are interested in checking in with a lot of patients at once, reach out to us at support@phamily.com, or by clicking the question mark "?" in the upper right hand corner to ask about a consent campaign.

FAQs

How is this sorted?

PHI consent is sorted by amount of minutes.

What patients are you showing me here?

Phamily is showing you Your patients (i.e. patients who have you assigned as the care manager) first.

  • Once all of your patients have consent, we’ll show you patients without care managers

Why does it only show 5?

Phamily shows you 5 so you can spend time and focus on 5 / day.

Need help?
Contact our Support Team at support@phamily.com, or click the question mark in Phamily, for assistance.

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