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 Marketting 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 select 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 hte bulk sending tool
Recall Interface
Patient list: Create lists of patients based on age criteria or ICD Codes. Useful for patients who need to comback after certain procedures
Appointment List: Create lists of patient based on appointment criteria. This is the most common list used for Reactivations, Annuals, cancelled 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 didnt schedule
Sent Message List: Create a list of patients based on message received status, message preference, message types