Watching for Patients who have been assigned to you

Prerequisites:

To watch for patients that have been assigned to you

  1. Watch for the red Alert icon on the workspace bar, which indicates that you have at least one assigned patient with Open, Booked, Contacted and/or Snoozed status:

    icon_Opportunities_red

  2. Click the dropdown and opt to view only My assigned Patients:

    MyAssignedOpportunities

    This displays patient open treatments based on a preset filter with only you specified:

    AssignedTo-One

    You will then see only your assigned patient treatments in The Care Manager screen.

See also...

Using Care Manager

Adding the Care Manager button to the workspace bar

Displaying the Care Manager screen

The Care Manager screen

Viewing just your Assigned Patients

Sorting and Filtering the Care Manager List

Assigning Care Manager patients to practitioners

Snoozing (postponing) Care Manager patient treatment bookings

Rejecting Care Manager patient treatment bookings

Contacting patients and booking open treatments

Opening Care Manager open treatments in the Chart tab

Managing open treatments that you Reject

Next >>

Viewing just your Assigned Patients