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Where Can I Check if a Patient’s Goals and Objectives Have Expired?

Updated

In Amexzone Health, you can easily identify patients with expired Goals and Objectives using two methods: checking the warning icon next to the patient’s information or using the available filters in the patient list.

To check this, follow these steps:

  1. From the main menu, go to Patients > All Patients.
  2. You can identify expired Goals and Objectives in two ways:

    • Method 1 – Warning Icon: Locate the patient you want to review and check if a red exclamation mark icon appears next to their EMR number. This icon indicates that the patient has expired Goals or Objectives.

      expired .png

    • Method 2 – Patient Filter: In the left sidebar, locate the Insurance Type filter and select TP: Expired Objectives. The system will display patients with expired Objectives.

      expires 2.png
  3. Review the identified patients to verify the corresponding information and make any necessary updates.

Note: Both methods allow you to quickly identify patients with expired Goals or Objectives, making it easier to monitor and update their clinical documentation.