At a Glance Alerts Workarounds

Many At a Glance Alerts related to documentation have been updated with SOAP 2.0 data. As we develop a new approach to these alerts, we are providing the following solutions.

At a Glance Alert Solution
Pending Patient Intakes
Incomplete Patient Records
Incomplete Physician Records
Incomplete Insurance Records
Not impacted by SOAP 2.0
Needs Progress Note
*This feature is in Limited Release. This alert has been updated to work with the SOAP 2.0 data. This alert notifies you once eight Daily Notes have been completed or 30 days have passed since the last evaluative note on a case. Within the patient's chart, an alert will appear in the Alerts Drawer once nine Daily Notes have been completed or 30 days have passed. You will be prompted to create a Progress Note. Daily Notes can still be created from the drop-down menu — with the exception of Medicare patients.
Fax Alerts Currently, you can find failed faxes in the Outbound Fax Log in SOAP 2.0.
Expired Plans of Care
Expiring Plans of Care
Currently, you’ll receive an alert on the patient’s chart when the documentation plan of care is expired and when the eDoc plan of care is expired. You can also establish plans of care for commercial payers.
Needs New Authorization
Ending Authorizations
Expired Authorization 
Currently, you’ll receive alerts on the patient’s chart for expiring and expired authorizations. You can also track authorizations in Analytics. 
Ending Prescriptions
Expired Prescriptions
Currently, you’ll receive alerts on the patient’s chart for expiring and expired prescriptions. You can also track prescriptions in Analytics. 
Incomplete Documents *This feature is in Limited Release. This alert has been updated to work with the SOAP 2.0 data.
Incomplete Cosign Documents This alert has been updated to work with the SOAP 2.0 cosign workflow
Pending Discharges This alert is no longer necessary with the SOAP 2.0 functionality and will be removed in the future.