Inbasket Basics Checklist

Telephone encounters: quick notes, document whenever you call a patient, route lab instructions for physicals to PSRs.

MyChart messages: responding to and starting a new message

Prescription refills: How to refill medications, edit a prescription

Controlled substance refills: Check PDMP, pend prescription(s) and confirm refill dates are appropriate, route to provider pool to sign

Results: Releasing results via MyChart, creating a lab letter

Re patient message: when/how to use

Paperwork: Where do you put signed paperwork, where do you find papers like disability parking forms