The Rx.Health platform is accessed through the Epic Production environment.  Click on the Rx.Health icon and the platform will launch. On the left side, select the tab labeled “Custom Dashboard”. 

This is where users can access all the dashboards added to their account. Select the "Open" option to proceed to the next page.

A service line dashboard includes several rows, where each row represents past or future messages to a particular patient. These rows organize patient appointment details by column. Information relative to each column is detailed below.

1. Patient:

  • Patient’s first and last name
  • MRN
  • Phone number

2. Procedure Details

  • Procedure date and time
  • CSN
  • Visit type
  • Provider name

3. Department

  • Department ID
  • Department Name
  • Department External Name
  • Department phone number
  • Department address

4. Grouper

  • Department Group ID

5. Pathway

  • Workflow used to communicate with the patient
  • Single or Multiple Appointments
  • SMS or IVR
  • English or Spanish

6. Status

  • Date and time the appointment was created
  • Date and time appointment was confirmed by patient
  • Date and time appointment was canceled by patient

7. Communication

  • Displays the patient's communication preferences
  • SMS or Call (IVR)
  • ENG (English) or SPQ (Spanish)

At the top of the dashboard are all the filter options for searching for a particular appointment or types of appointments. To use the filter options, select the search or drop-down menu you would like to filter with and select the "Apply Filters" button. To remove the filter in use, select "Remove Filters."

Search with Free Text: This option, identified by the magnifying glass in the top left, allows users to filter all messages by patient phone number, name, MRN, CSN, and Department ID. Partial names and numbers can be used to search as well such as searching “Smi” for “Smith” or just the last 4 digits of a phone number (Search "4455" rather than "555-555-4455"). Note: Partial searches show all results that contain the search text anywhere in the text in the results, not just words or numbers that start or end with that text. To use the search option more effectively, we recommend searching by 3 - 4 characters.

Search by Appointment Date: Users can filter messages by date as well. The drop-down menu shows message dates can be filtered by both past/future messages and by a custom date range.

Search by Engagement Status: The "Engagement Status" filter option can be used to search for patients that have confirmed their appointments or those who have not confirmed their appointments.

Search by Grouper: This drop down allows you to filter appointments by the grouper name that displays in the "Grouper" column. More than one grouper can be selected at a time.

Search by Department: Here you can search appointments by the Epic Department Name. More than one department can be selected at a time.

Search by Communication Preference: This option allows you to filter all appointments by the patient's communication preference whether it be SMS or Call (IVR).

Search by Language Preference: This option allows you to filter all appointments by the patient's language preference. These workflows are currently supported for both English and Spanish.

Action Center: Here you can choose to apply selected filters or remove all filters. The “Refresh” option will update any new prescriptions that have gone out since selecting the dashboard. If you have multiple service lines, the “Change dashboard” option allows you to go back to the previous page to change to a different dashboard. If you need to remove any test data from the dashboard, you can use the "Actions" drop down. Select the appointment you would like to remove by checking the box on the left side of the row, then select Actions, Mark as test, and then confirm to execute the action. Lastly, the "Prescribe" option is used for testing purposes or when sending 1:1 prescriptions. The current workflows in production for appointment reminders do not require the use of this feature.

Click anywhere on the appointment row and the window below will appear.

Here you can see a more detailed look at the patient’s identifying demographic information including first and last name, phone number, MRN, email and date of birth. Selecting the "Messages" tab here allows two-way communication between the coordinator and the patient while the "Notes" section allows coordinators to create notes that are maintained within the patient’s profile that are not sent or viewable by the patient. 

If you scroll down in this window, you will see all of the messages that have been sent to the patient, all the messages that are queued to be sent in the future, and all the patient responses as they interact with the workflow for a particular appointment. In the bottom right corner of the message, you can see the message content, date, time, and delivery status. The most recent messages will be found at the top while the oldest message will be at the bottom.

Selecting the “Profile” tab on the left side will direct you to the page below.

Here is where you can change your password and use the "Edit" option to update your name or respective department.

Lastly, to log out, select the "Log Out" tab on the left side and you will be navigated to the page below.

Select the red text box labeled “Log Out” and you will be logged out of the Rx.Health platform. Whenever you are done with your session, we recommend signing out and taking any other precautions in accordance with your organization’s HIPAA requirements to protect patient health information.