Below is important information for in-basket management. Please review periodically as things can change.
You are expected to respond to patient messages in 48-72 hours maximum. If you are unable to respond to messages, please send a message to the attendings that you are busy and we can assist in covering your box in the short term.
Ambulatory residents every MONDAY will split up residents needing coverage on HTS, Nights, ICU, ETO - This is to be written on white board for all clinical staff to see in fish bowl AND in secure chat to team.
Resident on electives and all subspecialty rotations are expected to manage own basket
Results review is to be completed by the ordering provider. If you ordered the test, you will know why it was ordered and can most easily address and give recommendations. There is a filter at the top of the results section “Ordered by Me.”
PGY1s must complete a results note with interpretation and plan and then route to the attending that was the authorizing provider for review. If the message to the patient is approved, you can then send a message to the patient.
PGY2 and PGY3, if you have received verbal approval from Dr. Lauchner or Dr. Risha to contact patients without prior approval, you can send a message to the patient and then route to the authorizing provider for review.
Common mistakes:
- Please do not use the message stating that results we will be reviewed an upcoming appointment if the upcoming appointment is months away.
- Please ensure that the patient has mychart and actively uses by scrolling over the mychart indicator in the top right of the screen prior to sending a message. If they do not, please call the patient or route a result note to the clinical staff to call the patient with the results.
NORMAL Results Workflow
ABNORMAL Results Workflow
URGENT Patient Advice Request Workflow
Nurse triage
Patient Calls
If a patient call is urgent, it will be addressed by a preceptor or by one of your colleagues on ambulatory. But you are still responsible for non-urgent patient calls. Please route once completed to the Attending PCP and the clinical pool.
Refill Requests
Preceptors generally manage the Rz requests but if you see it has not been signed, please sign once you review. Please route once completed to the Attending PCP and the clinical pool.
Pt Advice Request
If a pt advice request is urgent, it will be addressed by a preceptor or by one of your colleagues on ambulatory. But you are still responsible for non-urgent patient advice requests. Please route once completed to the Attending PCP and the clinical pool.
CC’d charts
This will have charts routed to you from specialists you referred to, hospital discharges. Those can be reviewed and just hit “done.” There will also be charts routed from ambulatory with any corrections noted by the preceptor. Please address those changes and then route back to the preceptor noting that you made the changes.
Hospital ADT
These are notifications of hospitalizations for anyone you are listed as PCP for. Those can be reviewed and just hit “done.”
After completing any message in your inbox, you should route the encounter to the attending that you either saw the patient with or to the clinical pool or front desk pool to make sure that no additional action is needed. Below is some guidance on who should be routed what.
Pools for routing:
P DOUG IM NURSE/MA POOL – CLINICAL
Refill requests
Telephone encounters where you tried to reach a patient regarding lab results (please document what you would want communicated to the patient in case they call back).
Responses to any message from MA or Chris (RN)
New orders for labs as they may need to fax if labcorp/quest
P DOUG IM SCHEDULERS POOL – FRONT DESK
New orders for imaging
New referrals
Any scheduling requests
Requests for records