Tippy - Setting In Basket Message Preferences

Tippies can be quickly adopted with immediate workflow benefits...

• Setting In Basket Message Preferences

Recent upgrades allow users to opt in/out from many more message types, including auto-delivered summative notes. To set your message preferences, in your In Basket:

1. In the Epic menu at the top, click on "Preferences" and then, in the pop-up window, select the "Message Settings" tab.
2. Click to select or deselect the message types you want or no longer want to receive, and click "Accept" to save.
3. For example, in the sample screenshot (click the camera icon below), deselecting the note type messages under "Notes Automatic Routing" will turn off auto-delivery of these summative note types (e.g., Op Notes). Note that this will suppress all notes of the deselected type, not just those authored by the user.

For more tips on In Basket management, see the CMIO's guide.

• Guide: In Basket Management - CMIO

Tippy - Using QuickActions to Manage In Basket Tasks

Tippies can be quickly adopted with immediate workflow benefits...

• Using QuickActions to Manage In Basket Tasks

In Basket QuickActions are a form of personalization that allow users to complete a complex task in a couple clicks. Prescribers may be familiar with the “Not My Result” QuickAction, but the QuickAction tool can also be used to create shortcuts for other frequently performed In Basket actions. Click the below links for more information on each (an Epic UserWeb account will be needed to access the demos):

• Manage misdirected In Basket results:
• Support: How to Manage Misdirected In Basket Results Using the "Not My Result" QuickAction
• Write and route a result note: 
• weLearning Demo: QuickActions - Result Notes  
• Send a routine staff message: 
• weLearning Demo: QuickActions - Sending Staff Messages 
• Forward a message to a pool or medical office assistant:
• weLearning Demo: QuickActions - Replies 

For more information, see the step-by-step guide. And, for additional tips and tricks to make In Basket work better for you, self-register for an In Basket optimization class here.

• Guide: In Basket Best Practices - QuickActions

Tippy - Email Notification of New In Basket Messages

Tippies can be quickly adopted with immediate workflow benefits...

• Get Email Notification of New In Basket Messages

Clinicians who are not routinely on Connect Care may wish to be notified by email when new In Basket messages appear, as might happen if there are late-reporting results after an inpatient or emergency encounter has finished. One or more categories of In Basket message (e.g., test results) can be set to trigger email messages indicating availability of new content at user configurable intervals.

• Open the In Basket workspace.
• Select the Preferences activity (wrench icon in In Basket menu bar).
• Within Preferences, select the "Reminder Emails" tab.
• Either indicate that emails should be sent for any new In Basket message or select one or more message types (the best selections for test results are shown in the image).
• Choose the number of days after which new message reminders should be sent.

Most of these settings are also available to Haiku, Canto and Provider Portal users.

• Manual: Email Reminders

Tippy - In Basket Notification for Inpatient Lab Results

Tippies can be quickly adopted with immediate workflow benefits...

• Get Notification for Selected Inpatient Test Orders

Results relating to orders placed within an inpatient encounter are, with few exceptions, managed within that encounter. There is no default routing to In Basket or other communication channels. The assumption is that results are routinely reviewed by the inpatient team.

 
Sometimes high-stakes results need clinician attention as soon as available. In such cases, inpatient prescribers can mark specific tests for In Basket notification.

Within an opened inpatient chart, go to the "Orders" activity and find the ordered investigation (e.g., imaging, laboratory test). Hover over the order of interest, looking to the far right of the row holding the order where a pick-list icon (q) will appear. Select this, then the "Notify Me" menu option:

The prescriber selecting the notify option will receive an In Basket message as soon as the requested result is available.

• Manual: Inpatient Results and Reports Routing

Tippy - Email Alerts to In Basket Status

Tippies can be quickly adopted with immediate workflow benefits...

• Email Alerts to In Basket Status

Some Connect Care prescribers work a few weeks (e.g., inpatient service) alternating with weeks off clinical work. The clinical information system (CIS) In Basket is important to check daily when on-service, but results and other messages will be less frequent when off-service.

It can be useful to configure the CIS to provide an email alert to new, or accumulating, In Basket tasks. The alert email can go to an address of one's choice because no patient information is revealed.

To set this up, go to the "Personalize" menu within the In Basket activity in Hyperspace.

Select the "Reminder Emails" tab in the pop-up that appears.

You can set the email to use for alerts, the frequency of alerts and whether specific In Basket folders should be used to trigger alerts.

• Tip: In Basket Email Reminders