Patient Tracking View

One of the newest, most exciting features incorporated into Rexpert is the Patient Tracking View of the Scheduler. From the moment when patients first arrive to the moment they leave the building, you can monitor the amount of time they spend in your practice. Here is a demonstration of Patient Tracking in action. First, navigate to Scheduling -> Patient Tracking View:

The first step is select the Location you wish to track, and all of today's scheduled patients will appear:

The next option allows you to choose what tracking options to show. Notice that most of the options in the drop-down list are the same options you see in the side selection list. This is helpful especially if you have a high volume of patients using your facilities, or maybe if you are hoping to determine the usefulness of an exam room based on how often it is in use throughout the day:

Use comments on a regular basis, or to note anything out of the ordinary about a transfer from one room to another. When someone is discharged, it is very helpful to note any small comments that might come in handy later. With the options available to select just when a patient is transferred from one room to another, there is no need to worry about managing this list too closely. It is possible to accurately report a patient being transferred up to half an hour after the move has occurred:

Once you have used this feature, you have the capability to run a report to discover how long each room is in use, how long patient wait times are, and the general effectiveness of each area of your practice:

Patient Tracking is designed to be used on a day-by-day basis. This doesn't mean that you must use it every day, but it can be helpful from time to time to use this feature in order to find ways to decrease the amount of time patients wait while they are in various rooms. Because of this, by default, all scheduled appointments show up at the beginning of the day for your chosen location. As the day goes on, when you move patients from room to room, simply select them in Patient Tracking. You will be able to not only keep track of where your patients are without leaving the desk, but also to find ways to streamline your process, and maximize your effectiveness in terms of patients seen and waiting times.

Be sure to contact GVT via the Contact Us button in the home screen to learn how to activate this feature for your practice!

Special Payor Instructions

An easy way to make sure that you don't forget to check whether or not a referral is required for any insurance is to create a display note for the payor which needs the message. Start out by going to Settings > People & Places > Payors, and select the payor. Press the Notes button on the right-hand side of the screen:

Add a note, choosing Display Note for the Type. Select an appropriate message, such as, "Insurance Xxx requires a referral." Save the note. Once this is done, every time a patient with this payor is accessed, this display note will appear:

The most helpful aspect of doing this is seen at the Front Desk. Once this note is entered, special knowledge about payors is no longer needed when entering the patient information. As soon as the payor has been added to the paystream of a patient, when that patient is accessed, the message will display. In the long run, following these steps can save you a lot of time.

Multiple Tabs in Account Payors

First of all, to everyone who submits questions and comments via the Feedback button, give yourself a quick pat on the back. Your suggestions help guide the development team. Screens often change when new data is required, or when your feedback suggests there may be a more efficient way of doing something.

Although these changes are designed to help, they can seem confusing at first. If it seems that something important has gone missing, has been changed, or doesn't work any more, take a moment to reevaluate the screen and you will likely find something has simply been moved to a new location or renamed. Check the tool-tips to find more helpful information.

One example of a recent screen change can be found in Account Payors. When several new fields needed to be added to the screen, a new tab had to be created to contain the fields. Now, there are two tabs, Main and the new tab, Extended:

When the new tab was created, one of the fields that migrated over to the new tab was the Bill to the Attention of field. In a screen you use as often as Account Payors, it can be confusing at first to find that important fields are missing. Simply scan the page to see what has moved, and check other tabs, and you will likely find what you are looking for: