Treatment Pathways - Step Type and Use Object or Package
Treatment Pathway Configuration in Administration may not be visible to you. Use of this area requires special training and certification from the Patient NOW Training Team. Contact your trainer for more information.
When configuring the Treatment Pathways Steps, the Use Object / Package and Automatically Perform boxes are dependent on the Pathway Step Type. For additional information, check out Configure Treatment Pathway Steps.
| Type | Description | Use Object/Package | Automatically Perform? |
| Manual Step | A task that cannot be performed automatically by patientNOW and does not fall into any of the other Step Types. | Not Applicable | No |
| Print Check-In Documents | Prints a Check-In Template Document Package | Displays Check-In Document Packages from Administration | Document Packages section. | Yes |
| Print Treatment Pathway Documents | Prints a Treatment Pathways Template Document Package | Displays Treatment Pathway Document Packages from Administration | Document Packages section. | Yes |
| Print Quote Documents | Prints a Quote Template Document Package | Displays Quote Document Packages from Administration | Document Packages section. | Yes |
| Give Educational Handouts | Essentially a Manual Step; prompts user to give a selected Educational Handout Package to the patient. | Displays Education Handout Packages from Administration | Communication Admin, Educational Handouts Packages tab. | No |
| Print Check-Out Documents | Prints a Check-Out Template Document Package | Displays Check-Out Document Packages from Administration | Document Packages section. | Yes |
| Prescribe Medications | Obsolete. Do NOT Use. | Not Applicable | Not Applicable |
| Create Encounter Note | Moves the user to Patients | Document Creation, Create New Document - Create Encounter Note with the Document Template selected in Use Object/Package in focus. Note: You must have a Provider selected on the Pathway for this step to perform correctly. | Displays Encounter Note Templates from Administration | Document templates, Encounter Note Templates tab. | No |
| Create Referral Letter | Moves the user to Patients | Document Creation, Create New Document - Create Referral Letter with the Create New Referral Letter dialog in focus. Note: You must have a Provider selected on the Pathway for this step to perform correctly. | Displays Referral Letter Templates from Administration | Document templates, Referral Letter Templates tab. Note: The Template(s) defined in Use Object/Package are NOT automatically selected. | No |
| Schedule Next Appointment | Moves the user to Workflow | Scheduling, Scheduling - Daily Tab. After the appointment is scheduled, it automatically populates the Next Appointment pull-down on Patients | Patient Communications, Treatment Pathways tab. | Not Applicable | No |
| Schedule Procedure Date | Moves the user to Workflow | Scheduling, Scheduling - Daily Tab. After the appointment is scheduled, it automatically populates Procedure pull-down on Patients | Patient Communications, Treatment Pathways tab. | Not Applicable | No |
| Create Email Document* | Prepares a selected Email Template to send. | Displays Email Templates from Administration | Document templates, Email Templates tab. | Yes |
| Email Check-in Documents* | Prepares a selected Email Template to send with an attached Check-in Document Template Package. |
Use Object / Package Displays Email Templates from Administration | Document templates, Email Templates tab. Package Displays Check-In Document Packages from Administration | Document Packages section. |
Yes |
| Email Treatment Pathway Documents* | Prepares a selected Email Template to send with an attachedTreatment Pathway Document Template Package. |
Use Object / Package Displays Email Templates from Administration | Document templates, Email Templates tab. Package Displays Treatment Pathway Document Packages from Administration | Document Packages section. |
Yes |
| Email Quote Documents* | Prepares a selected Email Template to send with an attachedQuote Document Template Package. |
Use Object / Package Displays Email Templates from Administration | Document templates, Email Templates tab. Package Displays Quote Document Packages from Administration | Document Packages section. |
Yes |
| Create Consent Forms | Displays the Create Consent Documents dialog with the Consents included in the Consent Templates Document Package pre-checked. | Displays Consent Document Packages from Administration | Document Packages section. | No |
| Email Clinical Summary | Displays the "Select Recipient" window. Once a recipient is selected, displays the outgoing email dialog with the ccd.xml attached. Note: The patient must have consented for email for this step to fire correctly. | Displays Email Templates from Administration | Document templates, Email Templates tab.Note: The Template(s) defined in Use Object/Package are NOT automatically selected. | Yes |
| Send Text Page | Sends a text to the patient as defined in the Text Page window to the right of the pull-down. Note: The System will give a no-consent error if the patient has not consented to receive texts OR if there is no cell phone entered. |
Not applicable; complete Text Page window. |
Yes Note: even if the Automatically Perform box is NOT checked, the user cannot edit the text before sending. |
| Send Cancellation Email | Obsolete. Do NOT Use. | Not Applicable | Not Applicable |
* If Automatically Send is checked, the email will be automatically sent by patientNOW with no user intervention. If the box is not checked, it will pop-up an outgoing email dialog for the user with the selected Email Template and attachments. The user may then make changes to the email and manually Send.