Bondooc,

We use an excel spreadsheet for keeping track/reconciling orders. It's a pain the #^%. One of Amazing Charts biggest weaknesses in my humble opinion is reconciling (or lack thereof).

A previous user on the board (Leslie we miss you), made folders on a PC named for the month (Jan, Feb etc). She would place a PDF copy of the order in the folder in the month for which it was ordered. As the results came in, she would delete the file in the folder. That way, anything that was still in the folder was obviously not reconciled.

Instead of using UPDOX, you could make up a user in AC called "Reconcile" and send reminders to that user. Give anyone who reconciles the password for that "user". That way it wouldn't clutter up everyone's inbox with messages. Not sure it's HIPAA compliant that way but it's an easy workaround (easy to set up but time consuming to use)

Marty
Physician Assistant
Fullerton, CA