Tickler

UpdatedJuly 11, 2023

By Peter Hutten-CzapskiPeter Hutten-Czapski

There are two places in OSCAR to add a patient to the report system:

Through the ‘Tickler’ tab, or:
Through the ‘Add Tickler’ link in the upper left corner of the patients Encounter Note screen

Click on the Tickler Tab
Click on ‘Add Tickler’ button on the bottom
OR if you are doing this through the Encounter screen, click the ‘Add Tickler’ link
In the ‘Demographic Name’ box, type in part of the patient’s name with a comma and the 1st initial of the 1st name (works like searching for a patient in the ‘Search’ tab) and click on the ‘Search’ button or press Enter
The program will search the database and come up with a list of names if there is more than one match OR enters the full name of a patient if there is only one name.
If a list of names comes up, click on the Demographic ID box beside the person’s name to select the correct patient.
The patient’s name will be displayed in the demographic name box

NOTE:

If you are doing this through the ENCOUNTER SCREEN, the patient’s name is already in the ‘Demographic Name’ box

There are 3 ways to select when you want a reminder to show up on the report:

Click on the ‘calendar lookup’ link and advance through the calendar to click on the desired date
If this is a 6 month reminder, click on the ‘6 month’ link to enter the date, (6 months from today’s date)
Click on the ‘1 year’ link if you want the person’s name to show up on the report 1 year from today’s date

Reminder Message: type in the text you want to show up as your reminder message
Click on ‘Submit & Exit’ button and wait a few minutes while the request is processed.

From the patient’s ‘Encounter Screen’

Click on the ‘View Tickler’ link in the navigation bar on the left hand side of the screen
Select the service date range for ‘begin’ and ‘end’ to access the specific date required for the report
Select the type of report you want (active, completed or deleted tasks) from the drop down
Click ‘Create Report’
The task list can be printed to refer to as tasks are completed
When the requested task has been completed, put a check mark in the box beside the completed task and click on the ‘Completed’ button
To delete a task, where there is a duplicate etc., repeat the above and click on the ‘delete’ button

Tickler reports are accessible from the main appointment screen through the tickler tab

When the patient has an appointment, a “!” will appear beside their name if they have a tickler message dated for that day, or if they have an incomplete tickler before the date of the appointment.