Mount Sinai Health System Epic Tip Sheet

Mount Sinai Health System Epic Tip Sheet Filtering Options for Patient Workqueues Users Impacted by the Change: Schedulers, Registers and Referral Managers FILTERING FOR A ZOC DOC WQ FROM THE WORKQUEUE LIST FOR COVID VACCINE DEPARTEMENTS: OVERVIEW: This tip sheet will help the users to Filter WQs from WQ List, Filtering Errors in a WQ and Filtering WQ entries by Department. 1. TO FILTER FOR A WORKQUEUE FROM THE PATIENT TAB, CLICK THE NEW FILTER OPTION AND ENTER THE NAME OR ID OF THE WORKQUEUE THAT YOU WOULD LIKE TO FILTER. THEN CLICK ACCEPT. [SLW ZOC DOC] Note: You can also enter keywords in the name filter to list the related workqueues. Dept Name ZOC DOC WQ ID 281 1ST AVE VACCINE POD 41052002 30781 BI ZOC DOC APPOINTMENTS - INTERNAL MEDICINE 1000 10TH AVE VACCINE POD 43001056 34474 SLW ZOC DOC APPOINTMENTS - INTERNAL MEDICINE 440 W 114TH ST VACCINE POD 43006060 34474 SLW ZOC DOC APPOINTMENTS - INTERNAL MEDICINE 3201 KINGS HWY VACCINE POD 44001005 29076 ZOC DOC APPOINTMENT- MED INTERNAL MEDICINE 1468 MADISON AVE VACCINE POD 80040101 29076 ZOC DOC APPOINTMENT- MED INTERNAL MEDICINE TH 25-20 30 AVE VACCINE POD 8800001 29076 ZOC DOC APPOINTMENT- MED INTERNAL MEDICINE Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 1

Mount Sinai Health System Epic Tip Sheet 2. THIS DISPLAYS THE FILTERED WORKQUEUE. FOR THESE DEPARTMENTS SELECT SLW ZOC DOC APPOINTMENTS – INTERNAL MEDICINE FILTERING FOR WORKQUEUE ERRORS: OVERVIEW: Workqueues can be filtered for various criteria like Department, Error, and Provider Name etc. Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 2

Mount Sinai Health System Epic Tip Sheet 1. TO FILTER WORKQUEUS, BASED ON ERROR AND DEPARTMENT, OPEN THE WORKQUEUE AND CLICK THE SET/EDIT FILTER FROM THE FILTER OPTION. 2. AFTER CHOOSING WORKQUEUE ERROR, CLICK ADD UNDER THE ADDITIONAL FILTERS AREA. WE WILL NOW ADD A CUSTOM FILTER TO SEE PATIENTS ONLY FOR A SPECIFICATION LOCATION/DEPARTMENT Note: In this case, we would like to see the patient details from department 1000 10TH AVE VACCINE POD FOR BILLING You can also apply filter for Visit Type, Visit Date or Provider Name by selecting the appropriate property in the property selector. 3. NOW UNDER THE RULE EDITOR PROPERTY SELECT, TYPE DEPARTMENT AND CLICK ENTER. THEN CLICK THE PLUS SIGN NEAR THE APPOINTMENT PRIMARY DEPARTMENT. Note: You can also o to the Property Tab, Open the Patient section Go to Appt Grp, open section select Appointment Department Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 3

Mount Sinai Health System Epic Tip Sheet Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 4

Mount Sinai Health System Epic Tip Sheet 4. NOW SELECT THE OPERATOR AS “ ” AND SCHROLL DOWN TO ENTER THE DEPARTMENT DETAILS. Note: You may select if you want to exclude any department from the workqueue. CLICK ACCEPT. Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 5

Mount Sinai Health System Epic Tip Sheet 5. ONCE CLICKING ACCEPT, YOU WILL NOW SEE YOUR FILTER IS APPLIED. YOU SHOULD ONLY SEE PATIENTS WHOSE GUARANTOR IS NOT VERIFIED FOR THE DEPARTMENT YOU ARE FILTERING FOR. Note: You can change your filter view, back to “Show all”, which will show a non-filtered view by clicking “Show All”. You can also create a new filter, or edit the existing filter by clicking “Set/Edit Filter”. 6. ENSURE THE “ALWAYS OPEN IN FILTERED VIEW” CHECK BOX IS SELECTED TO HAVE THIS FILTER PREAPPLIED EACH TIME YOU OPEN YOUR WORKQUEUE. Filtering Options for Patient Workqueues/Kapil/ Last Updated 08/25/2020 6

281 1st ave vaccine pod 41052002 30781 bi zoc doc appointments - internal medicine 1000 10th ave vaccine pod 43001056 34474 slw zoc doc appointments - internal medicine 440 w 114th st vaccine pod 43006060 34474 slw zoc doc appointments - internal medicine 3201 kings hwy vaccine pod 44001005 29076 zoc doc appointment- med internal medicine