CLICK UP MANUAL

PROCEDURE

PROCEDURE: Clickup

PURPOSE: UNDERSTAND THE PROCEDURE WE USE TO WORK WITH THE SOFTWARE AND THE COORDINATION WE USE TO MANAGE PATIENT INFORMATION.

RESPONSIBLE: CALL CENTER OR ADMINISTRATIVE AREA.

GLOSSARY: CLICK UP (SOFTWARE) SPECIALIZED SYSTEM FOR TASK AND PROJECT MANAGEMENT, WE USE IT FOR THE MANAGEMENT OF PATIENT INFORMATION AND KEEP CONTROL OF THE APPOINTMENTS AND EXAMS THAT HAVE TO BE CARRIED OUT.

What is ClickUp?

ClickUp is an all-in-one productivity platform that serves as an ideal place for teams to meet, brainstorm, plan, and collaborate on everything from process documents to product designs. While relying on a single tool for so many use cases may seem overkill, ClickUp was createdpa

Hierarchy details

Each level, explained.

Each level of ClickUp gives you more flexibility and control to organize everything from small teams to enterprise businesses.

HOW DO WE USE IT?

We will use it to manage patient information, in this we can see what tests they need, schedule appointments, leave notes for colleagues and more.

STEP 3

Search for the lists you will work with

PATIENT PROFILE

IT HELP US KNOW THE INFORMATION WE OBTAINED ON THE CALL

2- INFORMATION ABOUT THE PERSON AND THE PLAN.

NON COMPLIANT

MEANING

This is the beginning of any examination that the patient may have to undergo.

TEST REQUESTED

MEANING

We will understand that the doctor has already ordered the patient to do the study

DONE

MEANING

We will understand that the patient has already had the exam because they have already uploaded documents proving that he has already had it done through the results.

ABNORMAL REPEAT

MEANING

We will understand that the patient came out with abnormal results, either:

  • HBA1C (high sugar)
  • BP (high pressure)
  • PHQ9 (High Depression)
  • CERVICAL CANCER SCREENING (ABNORMAL-ABNORMAL)
  • COLORECTAL CANCER SCREENING (ABNORMAL-ABNORMAL)
  • BREST CANCER SCREENING (ABNORMAL.ABNORMAL)

3 MONTHS

MEANING

We understand that you have to recheck the exams or retake the exams within 3 months.

CURRENT YEAR

MEANING

We will understand that the patient is up to date with the exams and it is expected that the exams can be done next year.

COZEVA

MEANING

We will understand that we already upload the exams to the system we are working with, for example “cozeva”, which is where we report to the insurance company that we comply with carrying out the exam that they require of the patient.

MASTECTOMY NOT NEEDED

MEANING

We will understand that the patient does not need a mastectomy

NON COMPLIANT – ORDER

MEANING

We will understand that the patient has already had the tests done but the laboratories have not yet sent us the results and are in the process of sending them or pending after we have requested them.