Smart List Engine

Goals of the Smart List Engine

List creation

Create lists of patients based on patient, appointment, encounter parameters
Add/subtract lists to create specific lists of patients

What can I do with created lists?

Advanced Rule-Based Recalls
Complex Reactivation Campaigns
Curated Patient Safty Nets
Intricate Care Coordination
Meet Patient Outreach Related Quality Measures
Reduce Liability With Proactive Follow Up
And so much more...

Recalls

The list building tool will eventually replace the current recall setup, allowing dynamic lists to self-update based on recall criteria

Example: Annual Well Check = Recall patients one year from their last Annual Well Check

Create a list of all active patients
Create a list of all patients with an annual well-check in the last 365 days
Create a list of all patients with no annual well-check in the next 365 days

Subtract list 1 from list 2. subtract list 2 from list 3
Run the recalls to calculate the recall date for their next annual well-check

Marketing

Send custom messages: For example, if a provider is leaving and patients need to be notified. A list can be created for all patients that have had an appt in the last 12 months, with a specific provider

Send Newsletter or Marketing emails in the Bulk Sending tool: The bulk sending tool can be used to send messages to pre-specified lists by simply uploading a list of emails and/or cell phones, or selecting a current list from the interface.

An All Patient List comes as standard for customers. Please contact support@vitalinteraction.com to inquire about a specified list to become available in the bulk sending tool

Recall Interface

Patient list: Create lists of patients based on age criteria or ICD Codes. Useful for patients who need to come back after certain procedures

Appointment List: Create lists of patients based on appointment criteria. This is the most common list used for Reactivations, Annuals, canceled not rescheduled or no show recalls

Encounter List: Create lists of patients based on Encounter dates and types. Perhaps certain visits need to be tracked Vs others

Recalls List: Create a list of patients who received a recall but didn't schedule

Sent Message List: Create a list of patients based on the message received status, message preference, message types