Best Practice

Our best practice recommendation would be to have your PCF create a new encounter within your practice management software during the patient’s initial call to be utilized during their exam. The technician or scribe can then elaborate on additional chart notes. However, we realize some offices may face challenges to cross-train the entire team. In this case, the triage form would be a great tool to implement at your office. Discuss with your doctor and office manager how they intake patient information during an emergency or urgent situation and their preferred method of communication to the team.

Be sure to add history of present illness (HPI) to their chart.

Utilizing the triage form can guide you on additional items to add to the chart for HPI.