To monitor patients via the phone, there are two strategies: proactively call patients or wait for patients to call the practice. CCIQ supports both approaches but was initially designed for proactive outreach. To better support practices that wait for patients to call them, protocols can now be Unscheduled.
When a patient is unscheduled, CCIQ no longer builds a monitoring schedule for the patient. Instead, staff can manually add answers whenever patients call them. The major benefit of marking a patient as unscheduled is that the patient is never moved into the late status. Further, whenever a patient is marked as reviewed, they stay in that state for the remainder of the month or until a staff member creates a new set of answers. Both of these help to keep your dashboard clean.
The unscheduled feature is only available for phone patients. Patients on technology must have a schedule
To use the feature, both patients and protocols can be setup as unscheduled. See the screenshots below for more information.
To set a protocol to Unscheduled
Navigate to the protocol tab as an admin user
Select the protocol to edit
Press the “Edit Details” button
Set the schedule as shown in the screenshot below
Modify Protocol as Unscheduled
To set a patient as Unscheduled
Navigate to the patient’s chart
If not already a phone patient, edit the patient’s information to set a phone patient
In the header section of the patient’s chart, expand to see more information
Open the protocol edit dialog
Set the schedule as shown in the screenshot below
Modify Patient’s schedule to Unschedule
To add additional answers
From the patient’s chart, open the Answer dialog
Once open, press the “Add additional answers” link. See below
Select the date / time or use the default of now.
Answer questions on behalf of the patient
Add additional answers link
Add additional answers dialog