The Patient Dashboard

In this lesson, we will discuss the different components that can be found in the Patient Dashboard. 

The Patient Dashboard in In Touch EMR acts as the Patient homepage.

Patient Dashboard Components

Header

  1. Patient Details - This information automatically comes over from In Touch Biller PRO once the chart has been created
  2. Encounter Diagnosis - For new patients without any prior documentation created, this is blank. Once a documentation has been created, it will reflect the Encounter diagnosis on the Initial Evaluation (it will not change if there are different Encounter diagnosis entered on succeeding documentation) 
  3. Countdown Alerts - This will show any count down that has been set on the chart to alert you of any count down that is about to expire

Tabs

 

The dashboard has the following tabs:

1. Dashboard - Clicking this tab in any part of the patient chart or documentation will direct you back to the patient dashboard/homepage 

2. Edit PatientAllows you to Edit the patient chart

3. Appointments - This allows users to check all the appointments and the status of those appointments                                                               

  

4. Uploads - This allows you to upload documents to the patient chart and view uploaded documents                                                                             

 

 

5. Amendments  - clicking this button goes to the page that shows you all the list of amendments created on the documents

6. Episodes - clicking this button goes to the page that allows you to create or edit episodes 

7. Comparator clicking this button goes to the page that allows you to compare documents for easier viewing 

 

Alerts and Patient Details 

In the middle of the Patient Dashboard, you will see the Alerts and Notes as well as the general Patient Details.

The alerts are easily seen on the page to provide you with the information that needs attention right away. The edit icon on the alerts section will direct you to the alert page that will allow you to edit the alert.
 

Documents and Episodes

Located in the right of the screen, this area allows you to start documenting and provide you information about the documents. 

The documents will appear in chronological order starting with the first documents created and the most recent document last. If you want to change the order of how it appears to have the most recent documents appear first, you need to turn on the Sort by Most Recent feature. To review the lesson on how to turn on /off the different features for each user in IN Touch EMR,  click here.

Initiate a Document 

To start new documentation, click on the document selector drop down and choose the document type that you are creating. 

For new patients that has no documentation yet or new episodes without any prior documentation, the system will only prompt you to create an Initial Evaluation or a miscellaneous note. 

Episode

Episodes serve as your folders for the documents. Whenever you start documenting, you will need to choose which episode you will document under.

 

Viewing Documents

On the dashboard, you will have an overview of the following:

  • Documents in Progress
  • Completed Documents
  • Plan of Care
  • Flowsheet
  • Flowsheet Preview
  • Miscellaneous Notes

The sections can be minimize or maximize by clicking the minus (-) or plus (+) icon on each section 

+ icon is an indication that the section has been minimized. If you want to see more of the section, click the + icon to expand. 

- icon is an indication that the section is expanded. If you do not want to see the section, you can click the - icon to minimize. 

By default the sections has been minimized to save time in loading the page if there are a lot of documentation to show. 

In instances that there are a lot of files to show in one section, it will go on to a next page. You will be provided with an option below each section to indicate which page you are in, ability to go to the next page or previous page and choose the number of items that will load per page. 

 

Documents in Progress

  1. Document Title  - by default, the title would be the document type  that was selected (e.g. Progress Note, Daily Note) but if the client had entered a different name for the document, that will appear here. 
  2. Global icon - When clicked, this will enable the Global Vertical Scroll feature, allowing users to see the documentation in 1 full page screen instead of several sets of tab. By default, this icon does not show unless the Global Vertical Scroll feature has been turned on. To review the lesson on how to turn on /off the different features for each user in IN Touch EMR,  click here.
  3. Date of Service - If there is no appointment that is assigned to the document yet, it will show no information. If you have chosen a date of service, it will show the date or non-billable
  4. Edit Icon - this icon allows user to edit or continue working on any document in progress.
  5. PDF Icon - this icon when clicked will open a new tab and generate a preview of a particular document prior to sending it to a physician, case manager, or other third party. 
  6. Dollar Icon - this icon will show a preview of the claim review section. It will have the codes that were entered during the documentation and units.

           Note: the billing/claim information will only be available if the user already clicked on 'SAVE BILLING' under the Claim Review tab. 

                                                                                                                   

7. Carry Forward Icon - - this icon when clicked will allow user to carry forward a cloned data to another patient's profile

8. Delete Icon -  this allow user to delete any document in progress. The system only allows you to delete a document that is still in progress which is why the red "X" is only available in the Documents in Progress section.

 

Completed Documents 

  1. Document Title - by default, the title would be the document type  that was selected (e.g. Progress Note, Daily Note) but if the client had entered a different name for the document, that will appear here. 
  2. Rendering Provider - The name of the rendering provider that finalized the document. 
  3. Red Question Mark Icon - If the appointment was assigned to a different provider but was finalized by another provider, this icon will appear. Once moused over, you will see the name of the provider where the appointment was originally assigned to. 
  4. Date of Service - If there is no appointment that is assigned to the document yet, it will show no information. If you have chosen a date of service, it will show the date or non-billable
  5. Amendment Icon - - a completed document cannot be edited. Amendment will allow user to make a note of information that they to get corrected/amended                                                                           

6. PDF Icon - this icon when clicked will open a new tab and generate a preview of a particular document prior to sending it to a physician, case manager, or other third party. 

7. Dollar Icon - this icon will show a preview of the claim review section. It will have the codes that were entered during the documentation and units.  

8. Carry Forward Icon - this icon when clicked will allow user to carry forward a cloned data to another patient's profile 

9. Regenerate POC - When a document has been finalized  and the Plan of Care was not generated. You can still get a PDF copy of the Plan of Care by clicking this icon. The Plan of Care will appear on the patient dashboard under the Plan of Care section 

10. Fax Icon - this allows you to fax a particular document to a referring physician or other third party.

 

Plan of Care

  1. Plan Of Care 
  2. Date of Appointment 
  3. Type of Document 
  4. PDF Icon -  this icon when clicked will open a new tab and generate a preview of the Plan of Care  
  5. Fax Icon -  this allows you to fax the Plan of Care to a referring physician or other third party.

 

Flowsheet 

The flowsheet will only appear here if you generate it from the documentation area. The generated Flowsheet will show all flowsheet as a history including the previous ones in one PDF. 

  1. Flowsheet  and Date of Service
  2. PDF - this icon when clicked will open a new tab and generate a preview of the Flowsheet
  3. Fax Icon -  this allows you to fax the Flowsheet to a referring physician or other third party.

 

Flowsheet Preview 

All Flowsheets created automatically appear here. This will only show the Flowsheet for each date of service. The Flowsheet Preview provides a quick reference of all prior flowsheets used in the documentation.

Please note that the ‘Flowsheet preview’ feature is different from generating flowsheet PDFs for download. The preview simply provides a quick overview of what was done for that visit. If a PDF is needed, you need to generate a PDF from the preview option from the flowsheet tab when documenting which will appear under the Flowsheet section of the Dashboard.

  1. Added on Claim Review date
  2. Date of Service
  3. Preview Icon - when clicked, this will show a pop up of the flowsheet and the line items that were used for the selected document 
  4. PDF - this icon when clicked will open a new tab and generate a preview of the Flowsheet
  5. Fax Icon -  this allows you to fax the Flowsheet to a referring physician or other third party.

                            

Miscellaneous Note

  1. Title of Miscellaneous Note - the title is created during note creation 
  2. PDF - this icon when clicked will open a new tab and generate a preview of the Miscellaneous note
  3. Fax Icon -  this allows you to fax the Miscellaneous note to a referring physician or other third party.