Step No. | Step | Performer | Step type | Description | Documents | Key information |
---|---|---|---|---|---|---|
1. | Retrieve renewal request message(s) | Office Staff | Receive and transcribe | Take or retrieve fax or phone message from a pharmacy or patient to request medication renewal; if phone, transcribe message to a note; call pharmacy to clarify request as needed | Request fax or phone message | Telephone message transcribed to notes |
2. | Retrieve patient information | Office Staff | Retrieving file | Retrieve patient record and/or look up in practice management system; confirm that patient ihas established care with your office | Patient record | Patient identity for matching to paper record or EHR record |
3. | Deposit message with record for prescriber for renewal approval | Office Staff | Handoffs | Put request in queue for provider | Patient record, request | Patient ID, date of request |
4. | Prescriber retrieve message with record | Prescribing physician or nurse practitioner | Research, review | Review materials received, generally first come, first served | Patient record, request | Medical records, details of request |
5. | Prescriber approve or decline request or change medication | Prescribing physician or nurse practitioner | Decision on order | Decide on request by looking up information such as last visit, lab results, current medication list, insurance coverage; complete prescription | Patient record, request | Prescription written, note re order |
6. | Give prescription and record to office staff | Prescribing physician or nurse practitioner | Handoffs | Give all materials to staff | Patient record, prescription | Prescription details |
7. | Update record | Office Staff | Enter information in patient record | Add information to patient record | Patient record and order copy | |
8. | File patient record | Office Staff | Filing | Move record to file area | Patient record | |
9. | Transmit to pharmacy | Office Staff | Processing | Transmit to pharmacy via fax or phone | Prescription | Pharmacy information including name, address, phone number |
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