Viewing Status & Send History of Encounter Actions in Profile

overview & requirements for providers, having clear visibility into the status of actions required during a patient encounter is essential visual indicators prompting providers to address pending items enhance the completeness of the patient's medical chart these visual icons can assist in several key scenarios, including email tracking when a patient claims they haven't received an email from their doctor, providers can review the email history for confirmation prescription confirmation if a patient reports that their pharmacy hasn't received a prescription fax, providers can locate the fax, confirm its status, and resend if needed end of day review providers can easily review encounters at the end of the day to ensure all prescriptions and communications were successfully completed this article will cover how to configure the send history icon how this functionality is to be used requirements profile version 9 0 12 2 preference changes needed see the section below on how to configure preferences to enable the send history icon how to configure preferences to enable the send history icon the send history icon requires enablement as follows go to organisation / preferences / general / general / clinical / encounters tab ensure that the show sending history for contact action links checkbox is checked click ok to save note the default sate of this checkbox is checked (enabled) viewing status of encounter actions & send history when a new encounter is created and/or updated, any contact action link item added to the patient's encounter, is displayed in both the encounters and the review encounters views in the medical record definition a contact action is an action that is part of completing an encounter this includes prescriptions letters referrals forms interventions/immunisations investigations/orders a status of encounter contact actions each contact action link will include a status icon that visually represents the status of the contact action the purpose of this status icon is to provide a quick, clear overview to help providers ensure that all actions are being completed certain statuses are automatically updated based on workflows or actions performed within profile, while others require manual updates by the user the status icons are shown below icon status meaning pending awaiting contact action actioned initial contact action taken, not finalised received contact action has been received completed contact action fully finalised cancelled contact action terminated early unprocessed no contact action has occurred yet b send history of encounter contact actions in addition to the action status, a send history icon is included to provide details about the sending activity 1\ sending methods when the send history icon appears next to a contact action, it indicates one or more of the following methods have been used printed emailed faxed e transmitted 2\ sending methods when a user hovers over the send history icon, the send history is displayed in chronological order if multiple actions were taken, the audit details each action chronologically with the most recent appearing first any contact action with a send icon is considered as actioned 3 send history details the send history includes the following information the 5 most recent actions taken method of sending user who sent it date sent recipient 4 additional history details additionally, users can access a more detailed send history by right clicking the contact action link this provides further audit details selecting show send history from the context menu opens the sending history window this window will provide a more detailed list of actions taken if the action item has been emailed, users can access the email directly from this view by simply clicking on the ellipses to the right of the email line item in the send history window