<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif">Dear Team:</div><div class="gmail_default" style="font-family:tahoma,sans-serif"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif">Please see the message below from Angela regarding an issue in PNC where providers are not being notified for scanned documents. Below you will see the discovery and the required staff action to ensure providers are notified. </div><div class="gmail_default" style="font-family:tahoma,sans-serif"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif">This mostly impacts Student Health providers, but wants CAPS and SWIFT providers and staff to also be aware. </div><div class="gmail_default" style="font-family:tahoma,sans-serif"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif">Best, </div><div class="gmail_default" style="font-family:tahoma,sans-serif">Jackie R. </div><div><span class="gmail_signature_prefix">--</span><br><div dir="ltr" class="gmail_signature"><div dir="ltr"><span style="background-color:transparent"><b>Jackie Rodriguez (she/her), MBA</b></span><div><b>Executive Director, Holistic Health & Wellness</b></div><div><img src="cid:ii_1a0caf328a701" width="200" height="72" style="color: rgb(32, 33, 36);"></div></div></div></div><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">---------- Forwarded message ---------<br>From: <strong class="gmail_sendername" dir="auto">Angela Peak</strong> <span dir="auto"><<a href="mailto:angela.peak@ucr.edu">angela.peak@ucr.edu</a>></span><br>Date: Tue, Sep 22, 2026 at 9:41 AM<br>Subject: EMR Scanned Document Uploads & Provider Notification Workflow<br>To: Jackie Rodriguez <<a href="mailto:jackies@ucr.edu">jackies@ucr.edu</a>><br></div><br><br><div dir="ltr"><div><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Overview</b></p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif">We recently identified a critical behavior within our
Electronic Medical Record (EMR) system regarding how provider notifications are
processed during document uploads. Please review the details below to ensure
patient documents are reviewed in a timely manner.</p>
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<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Key Discovery</b></p>
<ul style="margin-top:0in;margin-bottom:0in" type="disc">
<li class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Notification
Trigger:</b> The EMR <b>only sends a notification</b> to a provider if the
selected document category mandates a provider sign-off.</li>
<li class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Tagging
Limitation:</b> <b>Tagging a provider does NOT trigger a notification</b> if
the selected category does not require sign-off. Selecting a provider's
name in the upload screen will be ignored by the notification system if
the document category itself is set to non-sign-off.</li>
</ul>
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<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Required Staff Action</b></p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif">To avoid missed or delayed document reviews, staff must use <b>one
of the following two methods</b> whenever provider review is needed:</p>
<ol style="margin-top:0in;margin-bottom:0in" start="1" type="1">
<li class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Select
a Category Requiring Sign-Off:</b> Choose an EMR document category that
explicitly mandates provider sign-off/review upon upload.</li>
<li class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Notify
Outside the Scanned Document System:</b> If you must upload a document
under a category that does not require sign-off, you <b>must send a
separate notification to the provider</b> (e.g., via EMR internal
tasking/messaging, secure chat, or direct verbal communication per clinic
protocol).</li>
</ol>
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<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><b>Questions & Support</b></p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif">If you are unsure which document categories require provider
sign-off or need assistance with external tasking workflows, please reach out
to Angela Peak.</p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif">Thank you for your cooperation in keeping our patient care
workflows smooth and reliable!</p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif"><br></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:115%;font-size:12pt;font-family:Aptos,sans-serif">My best,</p></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><a name="m_-9039812046678701163_SignatureSanitizer__MailAutoSig"><b><span style="font-family:"Arial",sans-serif;color:black">Angela Peak
(She/Her/Hers)</span></b></a><span style="font-family:"Arial",sans-serif;color:black"><br>
<i><span style="background-image:initial;background-position:initial;background-repeat:initial">Quality and Compliance Specialist III</span></i></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:black"><br>
</span><span style="font-family:Arial,sans-serif;color:rgb(47,84,150);background-image:initial;background-position:initial;background-repeat:initial">Health & Psychological
</span><span style="font-family:Arial,sans-serif;color:rgb(191,143,0);background-image:initial;background-position:initial;background-repeat:initial">Student Services</span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:black"><br>
</span><span style="font-family:Arial,sans-serif;color:black;background-image:initial;background-position:initial;background-repeat:initial">University of
<a href="https://www.google.com/maps/search/California,+Riverside+%0D%0A+388+W.+Linden+St.+%0D%0A+Riverside,+CA%0D%0A92521?entry=gmail&source=g">California, Riverside</a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:black"><br>
</span><span style="font-family:Arial,sans-serif;color:black;background-image:initial;background-position:initial;background-repeat:initial"><a href="https://www.google.com/maps/search/California,+Riverside+%0D%0A+388+W.+Linden+St.+%0D%0A+Riverside,+CA%0D%0A92521?entry=gmail&source=g">388 W. Linden St.</a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:black"><br><a href="https://www.google.com/maps/search/California,+Riverside+%0D%0A+388+W.+Linden+St.+%0D%0A+Riverside,+CA%0D%0A92521?entry=gmail&source=g">
</a></span><span style="font-family:Arial,sans-serif;color:black;background-image:initial;background-position:initial;background-repeat:initial"><a href="https://www.google.com/maps/search/California,+Riverside+%0D%0A+388+W.+Linden+St.+%0D%0A+Riverside,+CA%0D%0A92521?entry=gmail&source=g">Riverside, CA
92521</a></span><span style="font-size:11pt;font-family:Arial,sans-serif;color:black;background-image:initial;background-position:initial;background-repeat:initial"></span></p>
<p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><span style="color:#595958">Phone: <a href="tel:(951)%20827-3031" value="+19518273031" target="_blank">(951) 827-3031</a> Medical Records Opt. 6</span><span style="font-family:"Calibri",sans-serif;color:#595958"></span></p>
<p class="MsoNormal"><span style="color:#595958">Fax (833)<span style="letter-spacing:-.1pt"> </span>260-8603</span></p>
<p class="MsoNormal"><a href="https://studenthealth.ucr.edu/" target="_blank"><span style="font-size:10pt;font-family:Arial,sans-serif;color:blue;background-image:initial;background-position:initial;background-repeat:initial">Web</span></a><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(32,31,30);background-image:initial;background-position:initial;background-repeat:initial"> | </span><a href="https://www.instagram.com/ucr_studenthealth/" target="_blank"><span style="font-size:10pt;font-family:Arial,sans-serif;color:blue;background-image:initial;background-position:initial;background-repeat:initial">Instagram</span></a><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(32,31,30);background-image:initial;background-position:initial;background-repeat:initial"> |</span><a href="https://www.facebook.com/ucr.studenthealth/" target="_blank"><span style="font-size:10pt;font-family:Arial,sans-serif;color:blue;background-image:initial;background-position:initial;background-repeat:initial"> Facebook</span></a><span style="color:#595958"></span></p><p class="MsoNormal"><br></p><p class="MsoNormal"><b>Schedule a meeting:</b> <a href="https://calendar.app.google/68Y5wxzUCEE46hqn8" target="_blank">https://calendar.app.google/68Y5wxzUCEE46hqn8</a></p><p class="MsoNormal"><span style="color:rgb(89,89,88)"> </span></p><p class="MsoNormal"><img border="0" width="292" height="66" src="cid:ii_1a0c9fd4ba801"></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#626262">The information contained in this
transmission may contain privileged and confidential information, including
patient information protected by federal and state privacy laws. It is intended
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you are not the intended recipient, please contact the sender by reply email
and destroy all copies of the original message.</span><span style="font-size:10.0pt"> </span></p></div></div></div></div>
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