I have tried many different methods with this program with respect to this procedure and this is how it has been managed successfully in this office for quite a few years with few issues.
When a patient is checked in and ready to be roomed, the receptionist forwards the chart attached to an email within AC to the MA or MA's on duty. The MA opens this message with chart attached in the exam room and enters the vitals. She then forwards the chart to the AP who can open it and chart in the exam room or later in their office depending on their preference. After trying many different methods I have found this to be the most effective way to manage patient flow and alerts. MA's must watch their in-box and the clock, staying abreast of the clinic schedule at all times. Their employment review covers their efficiency in this regard as whether we have alerts, pagers or sixth sense, they are still required to manage the schedule and be aware of what is taking place within the system at all times.
Recap:
1.) Check-In - Front desk attaches and forwards chart in email in AC alerting MA staff that patient is ready to be roomed.
2.) MA opens AC and email in exam room, enters vitals and forwards the chart to physician to finish
3.) Physician opens chart in AC email, charts then saves data accordingly.
