Overview
Your Practice Home page tracks everything that needs attention across the practice in the Requiring Action queues. Some items can be resolved right from Practice Home — others require you to open the actual patient chart to complete the action. Use this chart to quickly identify both.
Quick Reference Table
| Queue / To-Do Item | What Lands Here | Who Can Action It | Where It's Resolved |
|---|---|---|---|
| Draft Notes | Visit notes started but not yet signed | Authoring provider only | 🔴 Patient chart (must open note to finish & sign) |
| Draft Orders | Unsigned lab, imaging, or referral orders | Ordering provider only | 🔴 Patient chart (orders require provider signature) |
| Draft Letters | Patient/provider letters started but not sent | Author (staff or provider); clinical content needs provider approval | 🟡 Usually patient chart, depending on letter type |
| Reports | Lab/imaging results — arrive electronically or via fax for review | Physician/provider for sign-off; staff can file or reassign a misrouted report | 🔴 Patient chart to review & sign; reassignment can be done directly from the queue |
| Refill Requests | Electronic pharmacy refill requests (via Surescripts) | Prescribing provider only | 🔴 Patient chart (needs med history/context to approve or deny) |
| Urgent | Any report or message flagged Urgent by anyone in the practice; failed e-prescriptions | Whoever owns that underlying item — provider for failed eRx or clinical reports, staff for flagged messages | 🔴 Patient chart for failed eRx/clinical items; 🟢 Practice Home for message triage |
| Patient Letters | Replies written back to you from patients | Staff or provider, depending on content | 🟢 Can respond directly from Practice Home, or open the chart |
| Provider Letters | Replies from other providers / Direct Messaging / Elation Connect users | Physician/provider (clinical reply) | 🟢 Can respond from Practice Home, or open the chart for full context |
| Messages | Internal messages addressed to you or a staff group you belong to | Any addressed user/group member | 🟢 Practice Home |
| Unopened Online Attachments | Tracks attachments patients/providers haven't opened yet | Front office/staff (follow-up only, not clinical) | 🟢 Practice Home |
| Unopened Patient Letters | Tracks patients who haven't opened letters sent to them | Front office/staff (follow-up only) | 🟢 Practice Home |
Key
- Green (🟢) = actionable right from Practice Home
- Yellow (🟡) = depends on content
- Red (🔴) = chart required
⚠️ Patient Chart Callouts
These items cannot be fully resolved from Practice Home alone — they require opening the patient's chart to complete the action:
- Draft Notes — must be finished and signed inside the chart
- Draft Orders — signature happens in the chart, not the queue
- Reports — reviewing and signing off requires opening the report in the chart (reassigning a misrouted report is the one exception — that can be done straight from the queue)
- Refill Requests — approving/denying needs the med history and context only visible in the chart
- Failed e-prescriptions (Urgent queue) — must be corrected and resubmitted from within the chart
Tip: Use the Launch Patients button to open a browser tab per patient chart in one click — this is the fastest way to work through chart-required items in bulk instead of opening each one individually from the queue.
Other Things to Know
- Viewing another user's queue: Use the dropdown menu on Practice Home to check Requiring Action items in another team member's queue — helpful for coverage, but clinical sign-offs (notes, orders, reports, refills) still need to be completed by an appropriate provider.
- Display preference: Each queue can be sorted Newest First or Oldest First — this preference is saved per browser and applies across all categories.
- Self-addressed reminders: Messages you send yourself with a date attached will show up in your Practice Home queue on that date; without a date, they'll only appear in the patient's chart.
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