1Patient Intake and Referral Source Capture
Capture demographics, insurance, referral source, chief complaint, prior records, consent forms, and intake details.
2Insurance, Demographics, Pharmacy, and Contact Information
Collect insurance details, eligibility, pharmacy, emergency contact, communication preferences, and responsible party information if applicable.
3Respiratory History Documentation
Document respiratory history, prior pulmonary diagnoses, allergies, current medications, inhaler use, oxygen use if applicable, prior hospitalizations, and chronic respiratory conditions.
4Smoking History, Occupational Exposure, and Environmental Trigger Review
Document smoking status, pack-year history if tracked, secondhand smoke exposure, occupational exposure, environmental triggers, allergens, and family history.
5Pulmonary Symptom Documentation
Document shortness of breath, cough, wheezing, chest tightness, sputum, hemoptysis if applicable, fatigue, exercise intolerance, and sleep-related symptoms.
6Pulmonary Exam Documentation
Record vitals, respiratory rate, oxygen saturation, breath sounds, wheezing, crackles, accessory muscle use, chest exam findings, cardiovascular findings if relevant, edema, and provider assessment.
7PFT and Spirometry Review
Review PFT reports, spirometry values, provider interpretation, previous results, pre/post bronchodilator results if applicable, trends if supported, and follow-up tasks.
8Oxygen Saturation, Pulse Oximetry, and Oxygen Therapy Documentation If Supported
Document resting oxygen saturation, exertional oxygen notes, pulse oximetry results, home oxygen use if applicable, oxygen therapy instructions, and follow-up reminders.
9Chest X-Ray, CT Chest, Lab, and Outside Report Review
Review chest X-rays, CT chest reports, ABG results if applicable, lab results, outside diagnostic reports, uploaded documents, abnormal findings, and follow-up actions.
10COPD, Chronic Bronchitis, and Emphysema Care Workflow
Track COPD diagnosis, chronic bronchitis, emphysema, exacerbations, inhaler therapy, oxygen use if applicable, smoking status, medication response, care plans, and follow-ups.
11Asthma Management and Action Plan Documentation
Document asthma history, triggers, symptom frequency, nighttime symptoms, rescue inhaler use, controller medication use, exacerbations, action plans, and patient education.
12Sleep Apnea and Sleep Study Workflow If Supported
Track sleep symptoms, sleep study reports, CPAP/BiPAP notes if supported, adherence notes if supported, equipment follow-up if supported, patient education, and follow-up reminders.
13Pulmonary Medication Management and E-Prescribing
Manage inhalers, nebulizers if applicable, steroids if applicable, antibiotics if applicable, oxygen therapy documentation if supported, refills, prior authorizations, pharmacy communication, and e-prescribing.
14Pulmonary Procedures, Orders, and Result Tracking
Manage PFT orders, spirometry orders, lab orders, imaging orders, bronchoscopy documentation if supported, procedure notes if applicable, result tracking, abnormal result follow-up, and referrals.
15Patient Portal and Follow-Up Communication
Support pulmonary intake forms, appointment requests, refill requests, secure messages, test result communication, inhaler instructions, oxygen instructions if applicable, and follow-up reminders.
16Scheduling, Recalls, Reminders, and No-Show Tracking
Manage new pulmonary visits, COPD follow-ups, asthma follow-ups, PFT appointments, spirometry appointments, sleep follow-ups if supported, imaging follow-ups, reminders, cancellations, and no-shows.
17Pulmonology Billing and Claims
Connect documentation, ICD-10 codes, CPT codes, modifiers, eligibility, authorizations, PFT/spirometry documentation if applicable, electronic claims, denials, payments, patient balances, and A/R tracking.
18Reports and Practice Performance Visibility
Review pulmonary visit volume, PFT review status, COPD and asthma follow-ups, sleep follow-ups if supported, pending results, recalls, no-shows, claims, denials, revenue, and provider productivity.