<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Worklist Tab > Adding Profile/Visit to Worklist

To add a profile or visit to the Worklist, select Add Patients to Worklist.

 

The Patient Selection screen will display. To locate the profile/visit, select the Facility to search within and then in the Search field enter the patient's name, date of birth or phone number. Patient Connect will then look to see if a Patient Profile exists for the patient in TruBridge EHR. If a Patient Profile is not found on the Patient Selection screen, select Add New Patient to create a new Patient Profile.

 

NOTE: A new profile may be created if the patient's date of birth is unknown. A warning message will display when the Date of Birth field is left blank, but Patient Connect will allow the profile to be created.

 

Worklist Tab - Add Profile/Visit

 

 

To add the patient's profile to the Worklist, select Add Profile to Worklist. The visits will display based on the selected Visit Date. To add the visit(s) to the Worklist, select the visit(s) and then select Add Visit(s) to Worklist.

 

NOTE: If a patient's profile or visit is already present on the Worklist, a warning message will display and not allow the profile or visit to be added again.

 

Patients may be removed from the Worklist by selecting the X in the Remove column for profiles/visits that are no longer needed.