Physical Plan of Care Follow Up

In this Article

Return documentation inside of Heno when a provider has sign the plan for care, you can use 3 different ways to complete this.

1
Document tab - Report - Sent Details
2
Document tab - Report - Unsigned
3
Fax tab - Incoming
1

Document tab -> Report -> Sent Details

Or from the Fax tab -> Outgoing ->  Outgoing Evals/PNs/DCs Fax Report

This will show you all the sent documentation that has been

  • Red - Sent status
  • Blue - Allow you to mark the document returned (updated by clicking on the edit pencil)
  • Green - Add a follow up to remind the team to check with the providers (updated by clicking on the edit pencil)

2

Document tab -> Report -> Unsigned

This will show you all the documentation that has not been returned. You can Click to Return to timestamp the document returned:

*Please Note: This will have all sent documentation (there may be multiples on the list if the document was sent to multiple providers)

3

Fax tab -> Incoming

This will allow you to:

  • Red - Click on the Download Cloud to view the fax:
  • Purple - Click on the Fax key to update information on the fax

To return a document (Signed POC), click on the Return Documentation button:

Select the Patient and the Date of documentation:

Assign it to the patient, add any notes, and categorize it:

This will show on the documentation as a returned timestamp: