Indexing a Fax & and Moving it to a Different Worklist

Log into Tracker and select the fax from the "New Inbound Items" worklist"

Index the faxed order to the patient by typing in their name and DOB and select "Search"

Select the "Unassigned" account number patient since the order has not been scheduled yet.

Scroll down to Transaction Status and select " To Be Scheduled" to move this fax to the To Be Scheduled worklist in this example

Scroll up and select "Patients" in the middle of the screen

Select "Save Patient" and then "Clear from List" or you can just select Save, Clear from List to move the transaction to the "To Be Scheduled" in this example

Quick Button "Clear from List"

Select worklists and then select "To Be Scheduled" and then do your normal process in your EMR to schedule the patient. Tip, it helps to have two screens up. One for Tracker and one for your EMR that you schedule in

To remove the transaction from the To Be Scheduled worklist, select it and choose the Pencil/Paper icon

Select the Transaction Status dropdown and select "Completed" which will then cause the transaction to drop off the To Be Scheduled Worklist.

Click "Save Changes" to complete your process and save the work