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    SOAP 2.0 | At a Glance Alerts Workarounds
    • 22 Mar 2024
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    SOAP 2.0 | At a Glance Alerts Workarounds

    • Updated on 22 Mar 2024
    • 1 Minute to read
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    Article Summary

    Overview

    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 AlertSolution
    Pending Patient Intakes. Incomplete Patient Records. Incomplete Physician Records. Incomplete Insurance RecordsNot impacted by SOAP 2.0
    Needs Progress NoteThis 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 AlertsCurrently, you can find failed faxes in the Outbound Communication Log in SOAP 2.0. Discover more about the Outbound Communication Log.
    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. Discover more about Authorization Alert Reporting. You can also track authorizations in Analytics. Discover more about the Analytics Authorization report.
    Ending Prescriptions
    Expired Prescriptions    		Currently, you’ll receive alerts on the patient’s chart for expiring and expired prescriptions. Discover more about Prescription alerts reporting. You can also track prescriptions in Analytics. Discover more about the Analytics Prescriptions report.
    Incomplete Documents*This feature is in Limited Release. This alert has been updated to work with the SOAP 2.0 data.
    Incomplete Cosign DocumentsThis alert has been updated to work with the SOAP 2.0 cosign workflow.
    Pending DischargesThis alert is no longer necessary with the SOAP 2.0 functionality and will be removed in the future. Discover more about Clinic Preferences.
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