New Patient Access Navigators and Book It Activity Overhaul Registration and Scheduling Workflows

For Any Epic User Involved in Registration, Admission, Discharge, Transfer, LOA, Billing or Scheduling

New Patient Access Navigators and Book It Activity Overhaul Registration and Scheduling Workflows

Coming with the next Epic Update on Sunday, Aug. 14, Epic will replace the current Interactive Face Sheet with new Access Navigators for registration, admission and discharge, transfer and LOA workflows. Additionally, the new Book IT activity will replace the Make Appointment and Quick Appointment activities for automatic and manual scheduling.

Access Navigator
Using a table of contents, staff will use new Access Navigators to easily jump to necessary sections within each activity. Activities include Appointment Registration, Preadmission, Update Admission, Discharge, Transfer and Leave of Absence. The sidebar Checklist is also being enhanced with more details to make it easier to edit and complete registration workflows.

For an overview of changes, complete the following course in LMS:

  • Epic Access Navigators – Scheduling, Registration and Arriving the Patient using Epic Access Navigators(Course #1613016)

  • Epic Access Navigators – Hospital Registration and Preadmission(Course #1617001)

Book It
With Book It you’ll be able to view more information on the screen, making it easier and faster to schedule appointments. You can preview Book It in the Epic Playground.

For an overview of the new Book It activity, complete the Schedule Using Book It training in LMS (Course # 1610016).

Live demo sessions on Access Navigators and Book It are available from 1-2 p.m. every Monday and Wednesday through Aug. 10. Additional sessions on related billing workflows are available from 10-11 a.m. every Monday and Wednesday as well. For meeting details and calendar invitations, contact epictraining@houstonmethodist.org.

More information on the Access Navigator and Book It will be available in your Update Companion starting Monday, July 25.

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