The OTW (On-the-Way) Status Board is one way to supercharge efficiency by creating future Tx Sheets for patients not yet checked in. This feature can also be used to refill a prescription or adjust an invoice!
🚗 Setting Up An OTW Patient
Patients can be placed on to the OTW Board from the following areas:
1) The OTW Board itself:
If you already know the patient’s ID, you can click the orange Check In Patient button in the lower, center part of the screen and place the patient on the OTW Board.
📓 Please Note: A patient must have been previously registered before IDs can be searched in this area. For more information on creating patients, be sure to check out the EMR Business Office Guide!
2) Business Office:
Here you have 2 choices, the Check In button to the right of the Check In/Out information or through the 3 dot menu to the left of the Patient ID. Please note that if the patient has not been previously seen, the 3 dot menu will not be visible but you can still click ‘Check In’ towards the right as shown below.
3) Look Up (or by hitting ctrl+i):
This method also gives 2 options: Selecting the Check In button to the right of the Cage Card information or via 3 dot menu to the left of the Patient information. The patient being searched needs to have at least 1 visit for them to appear in this area and if they have not been seen before, they will not show up in this search (this is searching for previous visits only).
4) Rapid Registration:
When selecting the Status drop-down, you will have the option to place the patient on the OTW Board by selecting OTW. This area is strictly for patients who have not been registered or seen before.
✅ Check In Screen
Once OTW has been selected as the Status, fill in the known fields including the anticipated future check-in date and time before clicking Check In.
💡 ProTip: Be sure to adjust the check-in date to a time in the future or the Tx Sheet will default to ‘NOW’.
After checking the patient in, find your patient on the OTW Board and create a new Tx Sheet with the appropriate future Start dates and times.
You’ll want to set up the treatments to start at the time you think they will arrive, then once they are in the hospital, you can move them from the OTW to any other board by selecting the 3 dot menu next to their name
The check-in time will not be available to edit, but once the patient is moved to the OP, IP, or BP board you can simply update any treatments on the treatment sheet to reflect the new check-in time using the bulk edit feature.
💡ProTip: For more on Bulk Editing, check out Bulk Edit On Treatment Sheet from Careville!