Packet/Intake Prescreen/Regulatory Items Configuration

The Packet/Intake Prescreen/Regulatory Items Configuration panel enables you to build program-specific landing pages for your staff. You can use landing pages to optimize practice workflow by grouping electronic health record content into a single page for easy reference. You can create separate landing pages for each program within the practice. You can configure templates and documents on a central landing page or homepage (Packet Navigation).

There are three types of landing pages or packet navigation that you can configure.

Packet

enables you to create program-specific landing pages or home pages that contain commonly used templates and documents for the selected program.

Intake Prescreen

is generally used during your intake or admission process and contains templates and documents commonly used leading up to and during initial intake.

Regulatory Category

enables you to create regulatory packets for local, state and federal requirements. For example, you can document eligibility, enroll a client into a grant program or update client demographics.

Each packet consists of numbered positions from 1 to 60. Each position can contain a heading, an empty space, or a hyperlink to a template.