Action Items

Action Items

Action Items is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms but, would like to learn more, please reach out to support.

The Action Items area is housed within the CoAction Toolbar.

This area displays information that needs to be addressed by the clinic/user. There are items coded into this area and a To-Do List designed to keep track of anything needing to be addressed.

When you first select Action Items within the toolbar you will see a screen display similar to this one, showing you what needs immediate attention. 

Trending Data

These are all of the items that will trigger action items coming from data within the software

1. If the current average patient rating of the past 7 days is less than the previous 7 days before that
2. If the current average patient rating of the past 7 days is less than 3
3. If the current uncollected percentage of the past 6 months is over 10%
4. If there are any to-do items

To-Do List

** If this is the first time you are using this feature, you will need to click the star button and back to the task button to get started.**

Once the feature is being used, you will have the ability to enter a new task by simply selecting the task icon within the action items toolbar.

you will now see this area present itself

Every area within the To-Do list will require a double-click to edit

Adding a New "To-Do" task

• Click on the area that states "New to-do list" to enter the action that needs to take place
• Double click the Start Date area and Due Date area to select the appropriate date from the calendar.
• Double click the User area to assign a user to the task. Assigning a user will all users to see the task and who is expected to complete it. A user does not need to be attached for the item to save.
• Hit Save. Make sure you hit Save 2xs to save. You will know it's saved properly when you see this notice at the top of the screen.

Once saved it will be listed within the list until the task is completed.

Completing an item listed on the to-do list

• Double click the completed Date within the specific tasks line item
• Chose the date the task was completed
• Hit Save. Don't forget to hit save 2 x's ;)

Once you hit save, it will remove the task from the list of tasks needing to be performed.

Reviewing previously performed Tasks

If you need to reference items that were performed and completed in the past, go to Reports>Completed Action Items

You can choose the date range limiting the number of items you are displaying. The date range filters for the "Completed Date".

Deleting a Task on the To-Do List

Deleting a task should only take place if it was entered in error. You will be required to hit Delete 2x's to remove the item from the list. There is NO report showing which tasks were deleted. To delete, simply press the delete button to the right of the task 

Tracking Patient Ratings

This area will show a monthly date range of data to go to change the monthly view, you will utilize the arrows next to the monthly range.

It will show all patient's who submitted a review, when their appt was, the rating provided, note if it was a low review, their contact info, and the provider they saw. This provides data to the clinic for a staff member to reach out in an attempt to turn the low review into a high review.

There is also a graph to see how your reviews are trending from month to month.