Updating the Patient's Provider
In OutcomeMD, you have the power to customize who sends assessments to your patients, giving them a clear understanding of where the assessment is coming from. If you ever need to switch the current Provider to a new one, then please follow the steps below!
There are two options:
Log in with the New Provider
- Have the New Provider Log In: Log into the account of the new provider who will take charge of sending out assessments.
- Locate the Patient: Use the handy search bar in the top right corner of the portal to find the patient.
- Identify Existing Assessments: Next, identify any assessments previously sent by the previous provider.
- Pause Ongoing Assessments: To prevent the system from sending any more follow-up assessments on behalf of the previous provider, pause all assessments you wish to stop.
- Create New Assessments: Now, click on New Assessment at the top right corner of the Patient Page.
- Select and Send Assessments: Choose the assessments you want the new provider to send to the patient, add them to your cart, and send them on their way!
NOTE: You'll find all previously assigned assessments already in the cart. If you want to kickstart these assessments under the new provider, simply leave them in the cart! While previous scores will stay linked with the previous provider, all new scores will be attributed to the new provider, ensuring accurate analysis.
Send on behalf of a New Provider
- Locate the Patient: Use the handy search bar in the top right corner of the portal to find the patient.
- Identify Existing Assessments: Next, identify any assessments previously sent by the previous provider.
- Pause Ongoing Assessments: To prevent the system from sending any more follow-up assessments on behalf of the previous provider, pause all assessments you wish to stop.
- Create New Assessments: Now, click on New Assessment at the top right corner of the Patient Page.
- Team View in the Assessments Tab: Switch to Team layout (top right corner of navigation bar).
- Select the New Provider: Select the appropriate new provider within the drop-down list!
- Select and Send Assessments: Choose the assessments you want the new provider to send to the patient, add them to your cart, and send them on their way!