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Patient Research Troubleshooting Basic - Checklist - Capacity IQ®
Patient Research Troubleshooting Basic - Checklist - Capacity IQ®

This article will show you basic information pertaining to patient research

William Pelino avatar
Written by William Pelino
Updated over 6 months ago

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This article will show you basic information pertaining to patient research.


Checklist


Part 1 - Patient Audit report

For any patient questions, always run a Patient Audit report. This will provide you everything associated with the particular patient, and whether it was done manually or through your internal interface team.

  • Click on Standard Reports

  • Scroll down to the HIPAA section, then select the Patient Audit report.

  • Select the appropriate fields, then click Run Report

    • Select the Production database for anything within 7 days

    • Select Archive for anything greater than 7 days

  • Review the report for specific times or actions associated with the patient.


Part 2 - Patient Tracking Portal

This is where you can see your patient once they are admitted. This page may load slowly, depending on how many patients are loaded into your console view.

  • Click on Patient Search

  • You can search multiple ways.

  • If your patient is admitted they should show up on this page after you perform your search.

    • It is possible that you won’t see your patient after the search due to lack of permissions

      • To get your permissions elevated you will need to speak with your supervisor or internal helpdesk.


Part 3 - PreAdmit

This is where you can see your patient once they are PreAdmitted.

  • Click on Patient Search

  • You can search multiple ways.

  • If your patient is admitted they should show up on this page after you perform your search.

    • It is possible that you won’t see your patient after the search due to lack of permissions

    • To get your permissions elevated you will need to speak with your supervisor or internal helpdesk.

      • TeleTracking is not approved to make any changes within your Production environment.


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