Many health systems have inefficient and inconsistent processes in place to order pre-visit labs or other procedures ahead of future patient visits. These inconsistencies can lead to the following negative consequences. * Physician time lost due to time spent identifying and ordering all care gaps, including both diagnostic testing (e.g. labs) and preventive care maintenance (e.g. vaccines, colonoscopies, mammograms * Nursing time lost due to pre-visit manual review of patient charts * Missed opportunities to identify critical information relevant for an upcoming appointment * Inconsistent application of a standard set of protocols across providers * Decreased reimbursement for lack of complying with payer and quality requirements Charlie’s Visit Planning application is designed to improve the efficiency of the pre-visit planning process so that providers and patients can have more meaningful conversations at the point ofcare. It is fully integrated within EHR systems. * **Automated chart review.** With each qualified upcoming appointment, Charlie reviews the patient record and looks for missing, duplicate, or outdated testing or procedures, based on medication protocols, quality metrics, and your organization’s specific standard of care. * **Efficient workflow integration.** Charlie documents and presents actionable information within the user’s workflow. Example workflows include one that empowers staff to place orders before the visit and one that presents the orders to the provider at the time of the visit. * **Decision support to place orders.** Users confirm and place orders, knowing that Charlie has teed up the right information every time.

healthfinch develops and manages the Charlie Practice Automation Platform, which aims to reduce provider burnout, improve quality metrics and enhance patient satisfaction. Through seamless EMR integrations, Charlie’s Refill Management and Visit Planning applications enable healthcare systems across the country to automate, delegate and simplify routine, repetitive clinical tasks. Charlie is the only solution of its kind that provides a robust, evidence-based protocol library with dedicated workflow optimization support. This unique combination enables clinics and health systems to reach peak efficiency when it comes to routine, repetitive EMR tasks. Learn more at healthfinch.com.

Referral and eConsult Manager is powered by a sophisticated workflow engine that supports implementing multiple workflows in a single instance. Different workflows can be configured with unique rules to support the varying needs of all service types from cardiology to dermatology to surgical workflows. Workflows can additionally be configured to support different types of requests (i.e., referral vs. e-consult) with various priorities.

Eceptionist is a leading provider of software solutions for the health care industry with web-based technologies for referral management, streamlined scheduling, virtual visits and eConsults. Eceptionist is a privately held company based in Houston, Texas with a global sales force in the form of strategic partnerships located in satellite offices around the globe.