The prospect/patient records grid provides CRM users with numerous quick-action capabilities to streamline workflows and enhance productivity within the system.
Right-Click Quick Actions
Upon a user right-clicking anywhere within the grid, they will have the following options:
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- Open Patient Profile: When selected, the user will be taken to the patient information section of the record.
- Add Opportunity: Triggers the new treatment opportunity modal to appear on the screen allowing the user to quickly submit a new inquiry for treatment under the patient's profile.
- Add Patient Communication Log: When selected, the user will be presented with the patient communication log modal allowing them to quickly document an interaction that occurred related to the patient.
- Add Patient Contact: When selected, the user will be presented with the Patient Contact modal allowing them to seamlessly create a new contact on file for the patient.
- Create Task: When selected, the user will be presented with the Task Information modal allowing them to create a task tied to the patient's record quickly.
Focus Panel Quick Actions
- Please take a look at the information section on the available quick actions included in the focus panel.
Patient Information Tab
- The action menu displays additional options when on the patient information tab.
- Quick Action Options:
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- Open Patient Profile: When selected, the user will be taken to the patient information section of the record.
- Manage Uploads: When selected, the user will be presented with the manage files modal allowing them to upload any relative files to the patient record.
- Create Task: When selected, the user will be presented with the Task Information modal allowing them to create a task tied to the patient's record quickly.
- Add Insurance: When selected, the user will be presented with the Patient Insurance modal allowing them to easily create a new insurance set on the patient's record.
- Add Communication Log: When selected, the user will be presented with the patient communication log modal allowing them to quickly document an interaction that occurred related to the patient.
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- Quick Action Options:
- Open Opportunity: When selected, the user will be taken to the treatment opportunity admission details screen.
- Edit Opportunity: When selected, the user will be presented with the Edit Treatment Opportunity modal granting them the ability to modify any information present.
Insurance Details Tab
- The insurance tab displays to additional quick action options when in the insurance details tab is selected.
Quick Action Options
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- Open Insurance: Directs the user to the detailed Patient Insurance Information associated with the insurance record.
- Edit Insurance: When selected, the user will be presented with the Patient Insurance modal tied to the associated insurance record allowing for seamless modifications.
- Instant VOB: Triggers an instant VOB to be performed on the associated insurance record.
- Phone VOB: Triggers a phone VOB request to be sent to the VOB 2.0 application.
- Outside VOB: Triggers the email distribution modal to appear allowing users to quickly send the associated insurance details to an outside billing company.
Activities Tab
- Quick action available activities options.
- Quick Action Options:
- Add Communication Log: When selected, the user will be presented with the patient communication log modal allowing them to quickly document an interaction that occurred related to the patient.
- Add Note: When selected, the user will be presented with the Patient Note modal allowing them to quickly create a note tied to the patient's record.
Assessments Tab
- Refer to the assessments section for additional quick action options.
- Quick Action Options:
- Select an Assessment to Answer: Upon selecting your desired form template, it will be automatically associated with the treatment opportunity.
- Answer: It triggers the form template to appear on the screen, allowing for seamless assessment completion.
- Delete: Removes the assessment from the patient's record.