The intent of the Provider Test Action template is to: Manage all results for a single patient, and to create a common location for managing all documentation.
In this Quick Reference Guide, we will learn the following:
- How to Access the Provider Test Action template.
- How to Use the Action Items/Log.
- How to Generate the Provider Test Action Document.
How to Access the Provider Test Action Template
Important Note: A New Encounter must be created before accessing the Provider Test Action template.
To access the Provider Test Action template:
- Click the Template Module icon.
- Select the Provider Test Action MG template from Preferred template list.
- Click OK.
Several panels are available on the Provider Test Action template: Appointment Information, Contact Information, Orders, and Action Items/Log. For the purpose of this guide, we will focus on the Action Items/Log.
How to use the Action Items/Log
In the Action Items/Log:
- Using the Notes field. Document narrative regarding your review of results, and any other external documentation.
- Select any actions you plan to take by using the To-do items list.
Important Note: The My Phrases functionality is also available in the Notes section of the Action Items/Log panel.
There are three Save options that can be used once documentation has been completed:
- Save - Saves current information to log.
- Save & Complete - Use if no further action is needed.
- Save & Task - Use to Save & Send Tasks.
How to Generate the Test Action Document
The Test Action document should be generated once all documentation has been completed, and saved and logged.
There are two options to generate the Test Action document:
- Test Action - Generates a document that displays information saved to log.
- Test Action w/Labs - Generates a document that displays information saved to log along with lab order information.
