1. 2015 User Conference Beyond Appointment Confirmations: The Patient Message eXchange April 2X, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session

2. 2015 Office Practicum User Conference Patient Message eXchange Objectives: ▪Review of Patient Message eXchange ▪Review Permissions settings, collecting contact information ▪Develop a workflow for your office to incorporate use of the Patient message eXchange for Vaccine and Well Visits Recalls

3. 2015 Office Practicum User Conference Patient Message eXchange What is the Patient Message eXchange? ▪ A way to send out mass communications for: ▪ Appointment Reminders ▪ Immunization Recalls ▪ Well Visit Recalls ▪ Flu Clinics

4. 2015 Office Practicum User Conference Patient Message eXchange Credits Office Practicum provides you with 1,500 Credits to start CommunicationCredits Phone Call 5 Text Message 3 e-mail 1

5. 2015 Office Practicum User Conference Setups Step 1: Permissions Step 2: e-Correspondent Table

6. 2015 Office Practicum User Conference Setup (continued) Step 3: Collecting Contact information ▪Do you have updated phone numbers and email addresses? Step 4: Personalize & Create Messages

7. 2015 Office Practicum User Conference Creating Vaccines Recall Does your practice run a recall for patients overdue on vaccines?

8. 2015 Office Practicum User Conference Creating Vaccines Recall Where can we create a recall for female patients, who are 9 - 12 yrs old and are behind/due for HPV? a. Event Chronology b. OP Reports c. Demographics Analysis/Recall

9. 2015 Office Practicum User Conference Creating Vaccines Recall Demographics and Recall Analysis - to create a list of patients

10. 2015 Office Practicum User Conference Creating Vaccines Recall Filter for female patients, who are 9-12 years old.

11. 2015 Office Practicum User Conference Creating Vaccines Recall Run Recall for Patients in list that are Behind/Due for HPV

12. 2015 Office Practicum User Conference Creating Vaccines Recall Send Messages

13. 2015 Office Practicum User Conference How long does a message take? ▪ Phone Messages no delay ▪ Text Messages no delay ▪ E-mail may take longer: up to 10 hours

14. 2015 Office Practicum User Conference Sending Restrictions ▪ Phone Messages can be sent from ▪ 9:00am-9:00pm in your time zone ▪ Text Messages can be from 8:00am-10:00pm in your time zone ▪ E-mail can be sent at any time.

15. 2015 Office Practicum User Conference Let’s Try It!

16. 2015 Office Practicum User Conference Past Due Appointments Does your office run a recall for patients who are overdue for their well visits?

17. 2015 Office Practicum User Conference Past Due Appointments Create Patient List

18. 2015 Office Practicum User Conference Past Due Appointments Care Plan Recall

19. 2015 Office Practicum User Conference Past Due Appointments Send Messages

20. 2015 Office Practicum User Conference Let’s Try It!

21. 2015 Office Practicum User Conference Action Items

22. 2015 Office Practicum User Conference Questions ?

23. 2015 Office Practicum User Conference We want your feedback!