{"id":32452,"date":"2023-10-13T06:06:01","date_gmt":"2023-10-13T06:06:01","guid":{"rendered":"https:\/\/www.process.st\/templates\/epic-after-visit-summary\/"},"modified":"2024-03-05T14:32:21","modified_gmt":"2024-03-05T14:32:21","slug":"epic-after-visit-summary","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/epic-after-visit-summary\/","title":{"rendered":"Epic After Visit Summary"},"content":{"rendered":"\n<section id=\"patient-checkout-from-clinic\"> \n <h2>Patient Check-out from Clinic<\/h2>\n <div class=\"text-content\">\n   Ensure the smooth and efficient check-out process for the patient. Guide them through the necessary steps and provide any assistance they may need. This task marks the end of the patient's visit to the clinic, allowing them to move on with their day. The desired result is a satisfied patient with all necessary paperwork completed. Have you provided the patient with their copy of the visit summary and any required prescriptions or documents? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Assigned Staff <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"compile-patients-clinical-encounter-data\"> \n <h2>Compile Patient's Clinical Encounter Data<\/h2>\n <div class=\"text-content\">\n   Gather and organize all relevant clinical encounter data for the patient. This includes medical history, current complaints, physical examination findings, vital signs, and any additional relevant information. Carefully review the patient's electronic medical record to ensure accuracy and completeness. Are all relevant details from the patient's clinical encounter recorded? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Data to Collect <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Medical history \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Current complaints \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Physical examination findings \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Vital signs \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Additional relevant information \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"include-lab-test-results-in-summary\"> \n <h2>Include Lab Test Results in Summary<\/h2>\n <div class=\"text-content\">\n   Incorporate the patient's lab test results into the visit summary. This includes any blood work, imaging studies, or other diagnostic tests that have been conducted. Ensure that the results are accurate and clearly documented. Have you reviewed the patient's lab test results and included them in the summary? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Lab Test Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Blood work \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Imaging studies \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other diagnostic tests \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"incorporate-medical-prescriptions-into-summary\"> \n <h2>Incorporate Medical Prescriptions into Summary<\/h2>\n <div class=\"text-content\">\n   Include any medical prescriptions given to the patient during their visit. Clearly indicate the medication name, dosage, frequency, and any special instructions. Verify that the prescriptions are accurate and appropriate for the patient's condition. Have you incorporated the medical prescriptions into the visit summary? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Prescription Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"add-medical-recommendations-in-summary\"> \n <h2>Add Medical Recommendations in Summary<\/h2>\n <div class=\"text-content\">\n   Document any medical recommendations provided to the patient. This may include lifestyle changes, follow-up appointments, or referrals to other healthcare professionals. Ensure that the recommendations are clear and actionable. Have you included all relevant medical recommendations in the visit summary? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Medical Recommendations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"interpretation-of-the-visit-by-the-doctor\"> \n <h2>Interpretation of the Visit by the Doctor<\/h2>\n <div class=\"text-content\">\n   Review the patient's clinical encounter data, lab test results, medical prescriptions, and recommendations. Provide an interpretation of the visit, summarizing the key findings and explaining the medical rationale behind the treatment plan. Ensure that the interpretation is concise, accurate, and easy to understand. Have you provided a clear interpretation of the visit in the summary? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Interpretation of Visit <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"combine-all-data-into-a-draft-summary\"> \n <h2>Combine all Data into a Draft Summary<\/h2>\n <div class=\"text-content\">\n   Merge all the collected data, lab test results, medical prescriptions, and recommendations into a comprehensive draft summary. Organize the information in a logical manner, ensuring that it is easy to read and understand. Have you combined all the data into a draft visit summary? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft Summary <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-doctor-review\"> \n <h2>Approval: Doctor Review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Combine all Data into a Draft Summary<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"make-necessary-amendments-after-approval\"> \n <h2>Make Necessary Amendments after Approval<\/h2>\n <div class=\"text-content\">\n   Review the draft summary and make any necessary amendments or corrections based on feedback from the approving authority or the patient. Ensure that the final summary accurately reflects the patient's visit and addresses any concerns or issues. Have you made all the necessary amendments to the summary after approval? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Amendments <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"finalise-the-visit-summary\"> \n <h2>Finalise the Visit Summary<\/h2>\n <div class=\"text-content\">\n   Review the amended summary and finalize it for distribution. Ensure that all the required information is included, accurate, and well-presented. Once finalized, the summary represents the official record of the patient's visit. Have you reviewed and finalized the visit summary? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Finalization Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Check for accuracy and completeness \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Ensure proper formatting and organization \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Obtain necessary approvals \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Verify inclusion of all relevant information \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Remove any patient-specific identifiers \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"print-the-after-visit-summary\"> \n <h2>Print the After Visit Summary<\/h2>\n <div class=\"text-content\">\n   Print a physical copy of the visit summary for the patient. Ensure that the document is clear, legible, and properly formatted. Hand over the printed summary to the patient for their reference and future healthcare needs. Have you printed the after visit summary for the patient? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Print Responsible Staff <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"close-the-patients-clinical-encounter-in-epic\"> \n <h2>Close the Patient's Clinical Encounter in Epic<\/h2>\n <div class=\"text-content\">\n   Update the patient's electronic medical record in Epic to reflect the completion of their clinical encounter. Close any open tasks, update status codes, and mark the visit as concluded. This step ensures accurate documentation and prevents any confusion or duplication of healthcare services. Have you closed the patient's clinical encounter in Epic? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Responsible Staff <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"handover-summary-to-the-patient\"> \n <h2>Handover Summary to the Patient<\/h2>\n <div class=\"text-content\">\n   Physically hand over the finalized and printed visit summary to the patient. Provide a brief explanation of the contents of the summary and its importance for their ongoing care. This step ensures that the patient has access to their visit information and can make informed decisions about their health. Have you handed over the visit summary to the patient? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Handover Responsible Staff <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"digitally-upload-the-summary-on-patients-epic-record\"> \n <h2>Digitally Upload the Summary on Patient's Epic Record<\/h2>\n <div class=\"text-content\">\n   Upload the finalized visit summary to the patient's electronic medical record in Epic. Ensure that the document is properly filed and linked to the patient's unique identifier. This step facilitates easy access to the summary for healthcare providers and assists in continuity of care. Have you digitally uploaded the visit summary to the patient's Epic record? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Responsible Staff <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-notification-to-patient-about-uploaded-summary\"> \n <h2>Send Notification to Patient about Uploaded Summary<\/h2>\n <div class=\"text-content\">\n   Send a notification to the patient to inform them about the uploaded visit summary in their Epic record. Provide brief instructions on how to access the summary and emphasize its importance for their ongoing healthcare. Have you sent the notification to the patient about the uploaded visit summary? \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Patient Email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Notification Message <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-the-security-of-the-shared-summary\"> \n <h2>Ensure the Security of the Shared Summary<\/h2>\n <div class=\"text-content\">\n   Take appropriate measures to ensure the security and confidentiality of the shared visit summary. This includes protecting patient information from unauthorized access, using secure transmission methods, and following HIPAA regulations. Have you implemented the necessary security measures to protect the shared visit summary? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Security Measures <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Encryption \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Access controls \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Secure transmission \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      HIPAA compliance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Patient consent \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"maintain-audit-trails-of-the-summary-processed\"> \n <h2>Maintain Audit Trails of the Summary Processed<\/h2>\n <div class=\"text-content\">\n   Establish and maintain audit trails for the processed visit summary. This includes documenting all activities related to the summary, such as who accessed, modified, or shared the document. Audit trails enhance accountability, traceability, and data integrity. Have you established and maintained audit trails for the processed visit summary? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Audit Trail Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Access log \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Modification log \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Sharing log \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Complete log \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Custom log \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"prepare-for-next-patient-visit\"> \n <h2>Prepare for Next Patient Visit<\/h2>\n <div class=\"text-content\">\n   Ensure that all necessary preparations are made to facilitate the next patient visit. This includes restocking supplies, cleaning the examination room, updating schedules, and coordinating with other healthcare professionals. By adequately preparing, the clinic can provide efficient and timely care to the next patient. Have you completed all necessary preparations for the next patient visit? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preparation Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Restock supplies \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Clean the examination room \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Update schedules \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Coordinate with other healthcare professionals \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Verify equipment functionality \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Patient Check-out from Clinic Ensure the smooth and efficient check-out process for the patient. Guide them through the necessary steps and provide any assistance they may need. This task marks the end of the patient's visit to the clinic, allowing them to move on with their day. 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