patient matching

Best Practice Workflow: Patient Matching

Description:

The purpose of this document is to provide the best practice workflow for the secure messaging to external provider’s process. Information sent in this process may include transition of care documents and other patient information that will add value to the patient’s existing medical record.

Workflow:

Messages from external sender are received in to the Message Pool titled Secure Non-Matched, meaning that they are not matched to a patient within PowerChart.

 

The Message will contain an attachment from the external sender and the will need to be matched to a patient within PowerChart by selecting the Patient Match option.

To Patient Match process opens a pop up with Possible Matches determined by preset patient identifiers. 

Review the list of Possible Matches and select the patient that the message should belong to.

If the Patient has not been seen at TTP, UMCP, or UMP, then they may not be in PowerChart.

  • ·   Best Practice is to wait until the patient appointment and attach the information to that encounter   

 

The Saved information can be found in Clinical Notes under Clinic/Office

     > Appropriate department

          > In-Clinic Communication