At a Glance Alerts Workarounds (SOAP 2.0)
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 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 notes have been completed since the last evaluation 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. For Medicare patients, alerts are not triggered for 30 days, only for 9 notes. |
| 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. |