Adding Patient Communication to a Patient Action Set

Patient Communication actions will automatically initiate communication to patients included in the associated population query's pursuit list.

There are three types of Patient Communication methods that can be defined for the Patient Action Set:

• Patient's Preferred Method - this will initiate patient communication based on the patient's preferred method as indicated in the Patient Profile/Reminders. The methods are Mail, Phone, Portal, or Decline. If Decline is selected in the Patient Profile, then no communication will be sent to the patient when using the Patient's Preferred Method option. When there is no value selected in the Patient Profile, the default value is Mail. All three methods need to be configured as the pursuit list could contain patients with any one of the methods defined.
• User's Method Mail - this option initiates patient communication by Mail. This is a useful method if you want to ensure that all patients in the population results receive the communication including those that have selected Decline as their preferred method of communication.
• User's Method Phone - this option initiates patient communication by Phone. This is also a useful method to ensure that all patients in the population results receive the communication including those that have selected Decline as their preferred method of communication.

Patient Portal is excluded from the user-preferred options because patients must subscribe to the portal and not all patients opt to subscribe.

In this example, the Breast Cancer Screening query, the Patient's Preferred Method is user to describe how to configure the Patient Communication for a Patient Action Set.

1. Click the Patient Communication tab to navigate to the Patient Communication workspace.

2. In the Select Communication Method box, select Patients Preferred Method. This will enable the Communication Owner box and all controls for each communication method.

3. In the Communication Owner box, select the appropriate Uesr/Provider. This is the user or team that will be the owner of the documentation that is generated for communication to the patient.

4. In the Patient Communication via Mail section, perform the following:

• In the Assign Task box, assign the appropriate user or team that will receive and work tasks for printing and sending mail to patients. Use the binoculars to search for a user or team. It is recommended to assign these tasks to a team that typically handles other bulk printed patient documents.
• In the Task Priority box, select the appropriate Text Template for the mail communication. Click the View buttong to review the content of the selected Text Template. The communication content is transferred to an unstructured note (RTF) for printing and mailing. You can configure Text Templates in the Note Admin workspace. For more inforation, see Configure Text Templates.

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