Workload Tracker
What are Caseloads?
Caseloads display a list of individual encounters that require follow-up, where the provider is the currently signed-in user. These encounters represent the latest encounter in their respective episodes of care, meaning each belongs to a different ...
Where can I view my Workload Tracker?
To access your Workload Tracker, go to the Workload Tracker on the sidebar and select “Workload Tracker”. You will see a summary fo your site for the day as well as your patient interactions and organizational time.
How can I record my Third Next Appointment (TNA) time?
1. Navigate to TNA in the side bar menu 2. Your name as an MDT and today’s date will automatically be populated a. If you are back entering TNA ensure you change the date to the date TNA was measured. 3. Your clinics will be listed. Enter the date of ...
How can I add a Referral?
1. Navigate to Referrals in the menu 2. Click “+ Add Referral” in the top right 3. Search for and select the client you wish to create a new referral for. 4. Complete the form and save. a. Items marked with an asterisk are mandatory in order to save.
How can I create a Class/Workshop Session?
1. Navigate to the Class/Workshop menu option as above. 2. Select the Class/Workshop you want to create a Session for 3. Select “+ Add Series” in the top right of the page 4. Complete the info and save. Fields marked with an asterisk are mandatory.
How can I create a Class or Workshop?
1. Navigate to “Class/Workshop” in the Workload Tracker side bar menu 2. Click “+ Add Class/Workshop” in the top right corner. 3. Enter the name of the Workshop and select its associated Program 4. Click Save 5. Note that only select users have the ...
How can I create an Aggregate Encounter?
1. Navigate to the Workload Tracker as previously described. 2. Scroll down to Patient Time 3. Click “+ Activity” and “+ Aggregate Encounter” 4. Complete the form. Fields marked with an asterisk are mandatory in order to save. 5. Link at least one ...