How can I prepare and maintain the mismatched poc file report?

The mismatched poc file report is a useful tool for identifying and addressing discrepancies in patient records. This feature allows users to generate reports sorted by patient no. or patient name and take actions such as downloading, emailing, faxing, or printing the report. Below is a comprehensive guide to help you manage this process effectively.

Steps to generate and manage the report:

Step 1: Log In to the application:

  • Use your credentials (username and password) to log in.
  • Navigate to the application's main dashboard.

Step 2: Access the mismatched poc file:

  • Click on the file menu at the top of the screen.
  • Select the information file from the dropdown options.
  • Choose a mismatched poc file to access the report generation interface.

Step 3: Select sorting option:

  • Use the dropdown menu to sort the report:
    • Patient No.: Sorts patients by their unique identification numbers.
    • Patient Name: Arranges the report alphabetically by patient names.

Step 4: Generate the report:

  • Click on the review results button.
  • The system will generate a report containing the following details:
    • Patient Number: Unique ID of the patient.
    • Name: Full name of the patient.
    • First Visit: The date of the patient’s initial visit.

Step 5: Actions available:

  • Once the report is displayed, you can:
    • Download as PDF: Save the report to your device for reference.
    • Send via Email: Email the report to designated recipients.
    • Fax: Transmit the report using the integrated fax feature.
    • Print: Print a physical copy of the report.

Step 6: Direct print option:

  • For quick printing, use the print report button. This bypasses other actions and sends the report directly to the connected printer.

By following these steps, you can effectively generate, review, and manage the mismatched poc file report, ensuring discrepancies in patient records are identified and resolved efficiently.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk