Blog Archive: Uncategorized

ChartMaker® 2016 Software Release 6.2.1

Here are some of the main highlights in ChartMaker® Medical Suite 2016 (file version 6.2.1). To read a full list of enhancements, view the Release Notes.
Manage Direct Messaging Addresses

Where can I find it?

Clinical: To-Do > Direct Messaging > Manage Direct Addresses

What do I need to know?

The system has been updated with a new Direct Address Manager dialog that offers you the ability to administer not only which users can send and reply to direct messages, but also determine which specific addresses they can use when sending and replying to them. This allows you to limit who can send messages, and for whom, to ensure that only the appropriate users are sending direct messages for appropriate addresses.

Only users authorized with the Manage Direct Addresses privilege (configured via Edit > System Tables > User) will be allowed access to the Direct Address Manager dialog.

The system will default with the Use Simplified Direct Messaging option selected, which allows all active users to send direct messages for all valid direct message addresses in the practice. Likewise, when this option is selected, the Users and Associated Addresses sections will be disabled.

 

When the User Simplified Direct Messaging option is deselected (unchecked), the Users and Associated Addresses sections will become active, allowing you to assign specific direct message addresses for users.

To assign an address for a user, highlight a user in the Users section, select the applicable addresses in the Available Addresses column, and then click the > button. The selected addresses will then appear in the Assigned Addresses column, and these are the addresses that will be available in the From field of the New Direct Message dialog when sending and replying to direct messages.

Assigned Addresses can be removed for the selected user by highlighting the applicable address, and then clicking the < button.

When the User Simplified Direct Messaging option is deselected, if a user is not assigned an address, they will not be allowed to send or reply to direct messages. This is how the administrators would limit who cannot send and reply to direct messages.

How do I use it?

You will need to be authorized with the Manage Direct Addresses privilege (configured via Edit > System Tables > User) to access the Direct Address Manager dialog. Authorized users can access the Direct Address Manager dialog by clicking To-Do > Direct Messaging > Manage Direct Addresses... Configure the address information as desired, and then click OK to save your changes.

Export Patient Data

Where can I find it?

Clinical:
Chart > Export > Patient Data
Chart > Export > To HIE

What do I need to know?

The Export Patient Data dialog has been redesigned and updated with ability to export a Clinical Summary document for a single patient using the Note Selection (Clinical Summary) option; or export a Continuity of Care Document (CCD) for a single patient, or for multiple patients using the Date Range option. Do note, however, when accessing this dialog when a patient’s chart is opened, that patient will default as the selected patient and you will not be able to export CCDs for multiple patients, just for the selected patient.

When the Note Selection (Clinical Summary) option is selected, the Patient section allows you to search for and select the patient for whom you would like to export a Clinical Summary. The Options section allows you to select the Note for export, view Previous Summaries for the selected patient, configure the user Preferences for the clinical summary, Password protect file, as well as Close window after Save/Print. These options work as they did in previous versions of Clinical, however, when the Password protect file option is selected, a Document Encryption dialog will appear allowing you to enter and verify a document password after the Save or Print button is clicked.

When the Date Range option is selected, you can configure a From and To date for the date range you would like to capture in the exported document. The Patient section allows you to search for and select patients for whom you want to include in the CCD. Patients are selected by highlighting applicable patients in the search results (upper) pane, and clicking the Add selected patients button. Likewise, patients can be removed from the selected patients (lower) pane, by highlighting the applicable patient(s), and then clicking the Remove patients button.

The Options section allows you to select the Provider, Document Type, Password protect file, as well as Close window after Save/Print. These options work as they did in previous versions of Clinical, however, when the Password protect file option is selected, a Document Encryption dialog will appear allowing you to enter and verify a document password after the Save or Print button is clicked.

Due to the changes made to the Export Patient Data dialog, as well as to streamline functionality, the HIE Export options have been moved to a separate HIE Export dialog (accessed via Chart > Export > To HIE). The Patient List, Provider Selection, HIE Selection, and Note Selection options work, and will become active, as they did in previous versions of Clinical.

 

How do I use it?

Upon upgrade, click Chart > Export > Patient Data to export patient data to a file or to print that data. Configure the various options for the patient data you want to export, and then click the Save or Print button. Click Chart > Export > To HIE to export patient data to a Health Information Exchange. Configure the various options for the patient data you want to send, and then click the Send button.

Schedule Patient Data Export

Where can I find it?

Clinical: Chart > Export > Schedule Patient Data

What do I need to know?

The system has been updated with a new Schedule Patient Data Export dialog (accessed via Chart > Export > Schedule Patient Data) that gives you the ability to configure scheduled exports of patient data. You can Add multiple exports as your needs dictate, modify the configurations of those exports via the Properties button, and Remove export configurations when they are no longer needed.

When adding, or modifying, scheduled export configurations via the Add and Properties button, you will access a Schedule Patient Export dialog that allows you to configure the various parts of the scheduled export from General information, to the Schedule parameters, to the Patient Selection process, to Information Selection of data to be sent, to a Summary of the scheduled export configuration.

In the General stage, you can Name the export configuration you are adding or modifying, as well as configuring the Status to enable or disable the export. The Output directory field displays the location where the generated export file will reside when finished.

In the Schedule stage, you can choose when you would like to Start the export, whether it starts Now, or Later at a selected date and time. You can also determine the Frequency in which the export will be performed: One Time or Recurring. When the Recurring option is selected, you can choose whether the export will occur Daily, Weekly, or Monthly.

When Daily option is selected, you can choose to export every user-configured number of days, or every weekday. When the Weekly option is selected, you can choose to export every user-configured number of weeks. When the Monthly option is selected, you can choose to export every user-configured number of months, or on a specific day of the week for every user-configured number of months.

In the Patient Selection stage, you can choose patients by Provider or Patient’s name. When the Provider option is selected, you can select the applicable provider, and then select patients based on patients seen in the last user-configured days, months, years, or a selected date range. When the Patient’s name option is selected, you can search for and select applicable patients in the system.

In the Information Selection stage, you can the amount of information to be included in the export. Here you can select to include all information from the last visit, all information from all visits, all information for the user-configured number of last days, months, or years, or for a selected date range.

In the Summary stage, you will be able to review the scheduled export configuration. If the information appears correct, you can click the Finish button. The scheduled export will become active and you will be returned to the Schedule Patient Data Export dialog where you can add, modify, and remove scheduled exports as needed.

How do I use it?

Upon upgrade, click Chart > Export > Schedule Patient Data to add, modify, or remove a scheduled export. Once the Schedule Patient Data Export dialog has been accessed, click the Add button to create a new scheduled export, configure the General information, the Schedule parameters, the Patient Selection process, Information Selection of data to be sent, and then when finished in the Summary section, click the Finish button.

To modify a scheduled export, highlight the applicable export in the Schedule Patient Data Export dialog, and then click the Properties button. You can then click through the various sections, making the applicable changes, and when finished, click to the Summary section, and click the Finish button.

To remove a scheduled export, highlight the applicable export in the Schedule Patient Data Export dialog, and then click the Remove button. At the confirmation dialog, click the Yes button.

Import Patient Data

Where can I find it?

Clinical: Chart > Import > Patient data and Chart Notes

What do I need to know?

The Import Document dialog has been updated with an Import Configuration section that allows you to select, via the Configure button, what sections of the imported document, and the order they will appear, in the chart note.

After the Configuration button is clicked, a CDA Section User Preferences dialog will appear allowing you to select which sections you want to be displayed, as well as the order in which those sections should appear. Only those sections that have a check in the Display column will initially appear in the chart note. To change the order of a section, highlight the applicable section, and then use the Move Up and/or the Move Down buttons to modify that sections position.

Whenever a user modifies the preference settings in the CDA Section User Preferences dialog and saves those changes by clicking the OK button, the system will save these user-specific preferences, and the selected sections to display and order will default when importing subsequent documents for the user.

After the parameters are configured for the imported document and the Finished button has been clicked, the patient’s chart will open with the Clinical Document embedded in the note with a new display widget. The new display widget has a Configure display button and Print button at the top left of the display widget that allows you to override the display configuration for this specific note, if desired, and print the information in the imported document per the display parameters selected.

When you click the Configure display button, a CDA Section User Preferences dialog will appear allowing you to select which sections you want to be displayed, as well as the order in which those sections should appear. Do note, only those sections contained within the imported document will be displayed as selectable options. Also, any modifications made in the CDA Section User Preferences, accessed via the display widget, will be for that specific note only and will not affect any default settings configured in the Import Document dialog.

How do I use it?

Upon upgrade, click Chart > Import > Patient data to import a document, and when in Import Document dialog, click the Configure button to choose the type of data and the order that information will be displayed, and then click the OK button. You can then continue with the import. After a document has been imported, you can click the Configure display button in the top left of the display widget to modify what information and the order that information appears.

Vitals Widget Updated to calculate Body Surface Area

Where can I find it?

Clinical: Chart Notes

What do I need to know?

The Vital Signs Entry dialog has been updated with a BSA section, when configured to display via the Template Editor, below the BMI section, that will automatically calculate the Body Surface Area, when the Height, or Length, and Weight is entered in the Vital Signs Entry dialog. The BSA will be recalculated whenever a modification is made to the Height, Length, or Weight fields. Likewise, the system will display the BSA in red to warn when the calculated value is outside the preconfigured high and low warning limits. When a BSA is configured, it will be outputted in the chart note and will be tracked in the History tab.

 

How do I use it?

Upon upgrade, you will need to access the Template Editor, select the applicable chart template with the Vitals widget you would like to display the Body Surface Area, right-click on the Vitals button, and select Edit Properties… In the Vital Signs Preferences dialog, highlight the Body Surface Area (BSA) option, check the Show vital sign option, and then configure the Settings preferences as needed. When finished, click the OK button and be sure to save the chart template. The BSA will then be calculated in the Vital Sign Entry dialog whenever Height, or Length, and Weight is entered for the patient.

ChartMaker® 2016 Software Release 6.2.0

Here are some of the main highlights in ChartMaker® Medical Suite 2016 (file version 6.2.0). To read a full list of enhancements, view the Release Notes.
Allergy Widget Updated

Where can I find it?

Clinical: Chart Notes

What do I need to know?

The Active Allergies dialog (in previous versions Active Allergy dialog) has been redesigned to provide increased speed and performance, ease of use, as well as enhance the overall user experience.

The updated Active Allergies dialog contains buttons for adding (Add), removing (Remove), reviewing an individual allergy (Review), and reviewing all allergies (Review All). The column headings have also been updated to better identify the information being displayed, and new columns have been added for Reaction SNOMED and Severity, which allow you to configure applicable SNOMED codes for the reaction, as well as the severity of the allergic reaction (Fatal, Life threatening severity, Mild, Mild to moderate, Moderate, Moderate to severe, and Severe) respectively.

You can add SNOMED codes for the reaction by clicking the Add or Edit button in the Reaction SNOMED column. This will open the Selected SNOMEDs dialog where you can select among the Reactions listed with their accompanying SNOMED codes, or you can click the Search button and search for specific SNOMED codes as needed.

The Select Allergy dialog, accessed when clicking the Add button to add a new allergy, has also been updated. A new Allergy Type field allows you to select Drugs, Groups, or Ingredients when searching for allergies. Likewise, you have the ability to select a Search Type (Contains, Equals, or Starts With) for your search. The Search Type field defaults to the Starts With option. Once the applicable allergy is located you can select that allergy by either double-clicking that allergy, or highlighting it and then clicking the Select button.

When removing allergies for a patient, by highlighting the applicable allergies and clicking the Remove button, a new Remove Reason dialog will appear that allows you to configure a reason you are removing the allergy. If multiple allergies were selected, the reason entered will be used for all of those selected allergies.

When you have finished configuring allergy information in the Active Allergies dialog, you must press the OK button to activate these changes. If you click the Cancel button or close of out of the dialog, your additions and modifications will not be saved. Once the OK button has been clicked, the updated allergy information, along with any configured SNOMED codes, will appear in the patient’s History tab. Likewise, the Audit Trail will be updated with applicable allergy events.

How do I use it?

In a chart note, click the Allergy widget to open the dialog. Enter applicable information and click OK to save your changes.

ChartMaker® PatientPortal now includes Prescription Saving Materials

Where can I find it?

ChartMaker® PatientPortal: Messages > Prescription Savings

What do I need to know?

The system has been updated so that whenever a patient is registered and activated for the ChartMaker® PatientPortal, any applicable patient saving (ScriptGuide and eCopay) materials, generated when prescribing or renewing a medication, will be automatically uploaded to the patient’s PatientPortal account and the patient will receive an email notification once they arrive.

In the PatientPortal site, the Home screen will show the number of unread prescription savings. Likewise, the Message tab has been updated to have an Inbox and Prescription Savings options.

When the Prescription Savings option is accessed, the patient saving (ScriptGuide and eCopay) materials will be listed in date order of when they were received. The right side will show an image of all pages for the savings material. The patient has the option to print and to delete these as desired. The PatientPortal will also run a nightly process to purge any savings material that is older than 30 days from the date it was received

How do I use it?

Upon upgrade, whenever a medication is prescribed or renewed for a patient that includes any patient savings materials, and that patient is registered and activated for the ChartMaker® PatientPortal, the system will automatically upload those materials to their PatientPortal account. There is no additional user intervention needed.

Screening Widget Updated

Where can I find it?

Clinical: Chart Notes

What do I need to know?

The Screening widget has been updated with ability to access questionnaires for the Quick Depression Assessment Panel (PHQ9) questionnaire, and the Generalized Anxiety Disorder (GAD7) questionnaire.

Currently, there are three questionnaires available to configure for patients: the Social, Psychological and Behavioral questionnaire, the  Quick Depression Assessment Panel (PHQ9) questionnaire, and the Generalized Anxiety Disorder (GAD7) questionnaire. Depending how the screening button is configured in the template editor, all three questionnaires can be accessed in Screening dialog via corresponding buttons at the top of the dialog; or any combination, up to the three available, of those questionnaires could be available via the Screening button.

The Quick Depression Assessment Panel (PHQ9) questionnaire is accessed by clicking the corresponding button at the top of the dialog. After the questionnaire is accessed, you can configure the answers for the various questions (Not at all, Several days, More than half the days, Nearly every day, and Declined to specify).

The first nine questions have a measured Total Score based on the answered questions above that allows you to quickly determine the severity of the screening and thereby offer further testing or treatment as needed. If you click the Total Score link, additional information is provided that displays how the scoring is conducted and providing further information.

The Generalized Anxiety Disorder (GAD7) questionnaire is accessed by clicking the corresponding button at the top of the dialog. After the questionnaire is accessed, you can configure the answers for the various questions (Not at all, Several days, More than half the days, Nearly every day, and Declined to specify).

The seven questions have a measured Total Score based on the answered questions above that allows you to quickly determine the severity of the screening and thereby offer further testing or treatment as needed.

For each of the questionnaires, you have the ability to determine how this information is outputted to the note. You can choose only to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format. When information is configured in the Screening dialog, the applicable LOINC codes will be attached to the options selected and the information will also appear in the History tab for the patient.

How do I use it?

Upon getting the upgrade, in the Template Editor, you have the ability to configure which questionnaires you want to be accessible in each Screening widget that is  added to applicable chart note templates. Once the widget has been added to a template, simply click the Screening button from inside a chart note to access the Screenings dialog. Then select from the applicable questionnaire, configure the applicable options, and then click the OK button once finished.

Direct Messaging Updates

Where can I find it?

Clinical: To-Do > Direct Messaging > Send Message and the To-Do List.

What do I need to know?

The New Direct Message dialog has been updated with a CC field allowing you to carbon copy recipients when sending and replying to direct messages. The CC field functions in the same manner as the To field.



The Direct Message dialog has been updated with a Reply All button allowing you to reply to all recipients included in a multi-recipient direct message. When the Reply All button is used, all recipients in the message will appear in the To: and CC fields respectively.

The system has also been updated so that when adding a patient to a direct message, the patient’s first name, last name, date of birth, gender, and zip code will be required and sent with the direct message. If this information is missing from the patient’s record, a warning message will be generated indicating that the patient cannot be attached to the direct message due to the missing information.

 

How do I use it?

Upon upgrade, the CC field and the Reply All button will appear in the applicable Direct Messaging dialogs. When using the CC field, you select recipients in the same manner as you would select recipients in the To field. The Reply All button works in a similar manner as the Reply button, but will include all the recipients included in the original message.

Patient Previous Name, Sexual Orientation, & Gender Identity

Where can I find it?

Practice Manager > Patient tab > More Patient

Clinical> ID tab > Additional Info

What do I need to know?

In Clinical, the Additional Patient Information dialog has been updated with a First, a Middle, and a Last name field where you can view or configure any previous name that the patient may have previously had. Information added or modified in the previous First, Middle, and Last Name fields will be updated in the Audit Trail. Likewise, whenever a previous First and Last name is entered, the previous name information will be included in any Transition of Care (CCDA) documents exported from the system.

The Sexual Orientation and Gender Identity sections of the Additional Patient Information dialog have also been updated so that the various orientation and identity options match the SNOMED-CT code descriptions associated with those options. Likewise, when you hover over these orientation and identity options with your mouse pointer, a tool tip pop-up will display the SNOMED code associated with that option.

In Practice Manager, the More Patient Information dialog has been updated with a Previous First Name field, and a Previous Middle Name field, where you can view or configure any previous first and/or middle name that the patient may have previously had.  Information added or modified in the Previous First, Middle, and Last Name fields will be updated in the Audit Trail. Likewise, whenever a previous first and last name is entered, the previous name information will be included in any Transition of Care (CCDA) documents exported from the system.

The Sexual Orientation and Gender Identity sections of the More Patient Information dialog have also been updated so that the various orientation and identity options match the SNOMED-CT code descriptions associated with those options. Likewise, when you hover over these orientation and identity options with your mouse pointer, a tool tip pop-up will display the SNOMED code associated with that option.

How do I use it?

In Clinical, access the patient's ID Tab, and then click the Additional Info button. Enter applicable information and click OK to save your changes. In Practice Manager, access the patient in the Patient screen, and then click the More Patient button. Enter applicable information and click Save to save your changes.

ChartMaker® 2016 Software Release 6.1.9

Here are some of the main highlights in ChartMaker® Medical Suite 2016 (file version 6.1.9). To read a full list of enhancements, view the Release Notes.
Medications - Rx Cancel

Where can I find it?

Clinical: Medications List section of the Facesheet and the To-Do List.

What do I need to know?

You now have the ability to electronically send a cancel request for a prescription to applicable pharmacies. This allows you to cancel prescriptions where an adjustment in dosage is needed, or for medications that are not providing the desired efficacy, or for medications causing certain side-effects, or for similar reasons that require a cancellation of the current medication. A new Cancel Prescription option has been created and is accessed via context menu when clicking the asterisk (*) button next to the medication in the Medication List of the patient’s facesheet.

rxcancel_med_context_menu

Once the cancel request is initiated, a Cancel Prescription dialog will appear allowing you to review the medication information, the patient, prescriber, as well as select the applicable pharmacy, and then send the cancellation request. Do note, however, that only pharmacies that have the Cancel service level will populate the Pharmacy field when canceling a prescription. You have the ability to view those excluded pharmacies via the View excluded pharmacies button. Likewise, you also have the ability to manage the patient’s pharmacies, similar to when confirming prescriptions, via the Manage patient pharmacies button. After the information has been verified and a pharmacy has been selected, you can send the cancel request by clicking the Send button.

rxcancel_dialog

The pharmacy will either approve or deny the request. Notification of the pharmacy response will come via a To-Do List message and any additional details, such as the reason why the request was denied, if any of the medication was dispensed, or any other applicable information provided by the pharmacy regarding the prescription. Do note, however, when a prescription has been successfully canceled, you will need to manually discontinue the medication for the patient via their patient chart.

rxcancel_todolist_response

How do I use it?

Upon upgrade, the user will see the new Cancel Prescription option available in medication context menu in the patient's facesheet for medications that have been prescribed. You can then initiate the RxCancel functionality as described above.

Medication – Rx Change – General Change Request

Where can I find it?

Clinical: The To-Do List and Medications List section of the Facesheet

What do I need to know?

You now have the ability to electronically receive prescription change requests from pharmacies, and the ability to process and reply to those requests. When a pharmacy sends a prescription change request, a To-Do List message will populate the user’s To-Do List with a Subject of Electronic Prescription: Change Request.

rxchange_gen_todolist

If you view the message (by double-clicking the message, or by highlighting it, and then clicking the View button), the patient’s chart will open and any medications that have a change request will be highlighted and a [CHANGE] prefix will be attached to them in the Medication List of the patient’s facesheet.

rxchnage_gen_fs_med

A new Process Change Request option has been created and is accessed via context menu when clicking the asterisk (*) button next to the medication in the Medication List of the patient’s facesheet.

rxchange_med_context_menu

Once the change response is initiated, a General Change Response dialog will appear that allows you toggle between the original prescribed medication (indicated by a [Original Medication] prefix) and the requested changes. In the General Change Response dialog, you can view the medication information, prescriber information, Patient demographics, pharmacy information, as well as options for approving, denying, providing a denial reason, and adding any applicable comments.

NOTE: When processing a change request, a Prior Authorization Change Response dialog will appear for those change requests where a prior authorization was not received. For details on this type of Rx Change see the next update entry below.

rxchange_gen_change_response_org

After you toggle the medication in the initial medication drop-down list, any changes will be highlighted in the applicable fields where changes are taking place. If the actual medication is different from the original medication prescribed, then the medication itself will become highlighted.

You have the ability to add or modify the Quantity, Days Supply, Substitution, Directions, Notes to Pharmacist, Diagnosis, Effective Date, and Refills for the medication, as well as viewing medication information via the Medication info button.

You can then Approve or Deny the change request by clicking the corresponding button. When denying a change request you must select a Denial Reason or enter a Comment as to why the request is being denied.

Do note, that when a change response involves a controlled substance, the various EPCS warnings and signing protocols will be activated, similar to electronically prescribing a controlled substance. You will be required to check the Ready to sign option, insert the IdenTrust USB token, as well as enter your token passcode prior to being able to approve the request.

Once the request has been approved or denied, the response will then be sent to the pharmacy. If the change request was approved, the system will automatically discontinue the original mediation and generate a new medication drug log comprised of the changes, while also updating the patient’s facesheet. Likewise, applicable changes will be made in the History tab and the Audit Trail.

rxchange_gen_change_response_changed

How do I use it?

Upon upgrade, the RxChange functionality will be activated. An Electronic Prescription: Change Request message will appear in your To-Do List when an applicable pharmacy sends you a change request, and the work-flow will be similar to that described above.

Medication – Rx Change – Prior Authorization Change Request

Where can I find it?

Clinical: The To-Do List and Medications List section of the Facesheet

What do I need to know?

When a pharmacy sends a change request where a prior authorization was not received, the system will generate a to-list message similar to a general change request, and you will process the change request in a similar manner (clicking the asterisk (*) button next to the medication in the Medication List of the patient’s facesheet, and then clicking Process Change Request). However, instead of General Change Response dialog, a Prior Authorization Change Request dialog will appear.

In the Prior Authorization Change Response dialog, you can view the medication information, pharmacy information, prescriber information, patient demographics, as well as options for approving, denying, adding an approval number, providing a denial reason, and adding any applicable comments.

You can then Approve or Deny the change request by clicking the corresponding button. When denying a change request you must select a Denial Reason or enter a Comment as to why the request is being denied.

Once the request has been approved or denied, the response will then be sent to the pharmacy.

rxchange_prior_auth_change

How do I use it?

Upon upgrade, the RxChange functionality will be activated. An Electronic Prescription: Change Request message will appear in your To-Do List when an applicable pharmacy sends you a change request, and the work-flow will be similar to that described above.

Medication – Rx Change – Unmatched Change Request

Where can I find it?

Clinical: The To-Do List

What do I need to know?

You now have the ability to process an unmatched change request that is sent from a pharmacy. When a pharmacy sends a prescription change request, and the system is unable to match that request to an existing patient, a To-Do List message will populate the user’s To-Do List with a Subject of Electronic Prescription: Unmatched Change Request.

rxchange_unmatched_todolist

If you view the message (by double-clicking the message, or by highlighting it, and then clicking the View button), a Match Change Request dialog will appear allowing you to deny the request, or to match that request with an existing patient. In the Change Request Information section of the Match Change Request dialog, the patient, medication, pharmacy, and prescriber will be listed for the unmatched patient sent from the pharmacy.

As when processing a General Change Request, or a Prior Authorization Change Request, you have the ability to deny this request by selecting a Denial Reason, or entering a Comment, and then clicking the Deny Request button.

To match this information to an existing patient in the system, you can search for the patient in the Select Patient field, highlight the applicable patient in the list, and then in the Select Patient Medication section, highlight that patient’s medication that you want to match the request to, and then click Match button.

Once the unmatched change request has been matched to an existing patient, you can access the patient’s chart and the medication will be highlighted and a [CHANGE] prefix will be attached in the patient’s facesheet. You can process the change request in a similar manner as a general change request or prior authorization change request outlined above.

rxchange_match_change_request

How do I use it?

Upon upgrade, the RxChange functionality will be activated. An Electronic Prescription: Unmatched Change Request message will appear in your To-Do List when an applicable pharmacy sends you an unmatched change request, and the work-flow will be similar to that described above.

Dashboard Updates: Meaningful Use Stage 2 2017

Where can I find it?

Clinical: Reports > Meaningful Use… > Dashboard

What do I need to know?

The Meaningful Use Dashboard has been updated with a Stage 2 2017 option in the Stage field, thereby allowing you to select and run queries specific to the changes reflected in this stage for 2017, and provide accurate statistics for applicable attestation requirements.

mudashboard2017

In addition, five CQMs have been removed and are no longer available for reporting:

  • NQF 0036 – Use of Appropriate Medications for Asthma
  • NQF 0060 – Hemoglobin A1c Test for Pediatric Patients
  • NQF 0064 – Diabetes: Low Density Lipoprotein (LDL) Management
  • NQF 0075 Ischemic Vascular Disease (IVD): Complete Limpid Panel & LDL Control
  • NQF 0403 – HIV/AIDS: Medical Visit
  •  

    How do I use it?

    These changes do not require intervention on the user's part in order for them to be displayed. Do note that, for Stage 2 2017, this year (and every year) CMS has made changes to the requirements for some of the CQMs. Please be sure to check the CQMs you are reporting to determine if changes were made that may affect your reporting and make adjustments accordingly.

    Smoking History Widget Updated

    Where can I find it?

    Clinical: Chart Notes

    What do I need to know?

    The Smoking/Tobacco Use dialog has been updated to display the Tobacco use screening not performed due to limited life expectancy option if the date of the chart note is before 01/01/2017. This allows you to easily capture all of the smoking/tobacco use data needed to satisfy the 2015 version of the Clinical Quality Measure NQF 0028 for Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention. However, if the date of the chart note is 01/01/2017 or later, the Tobacco use screening not performed due to limited life expectancy option will not be displayed, as it is no longer applies to the 2016 version of the Clinical Quality Measure NQF 0028 for Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention.

    Smoking/Tobacco Use (Chart Note Date Prior to 01/01/2017)

    smoking_history_prior

    Smoking/Tobacco Use (Chart Note Date of 01/01/2017, or after)

    smoking_history_after

    How do I use it?

    In a chart note, click the Smoking History widget to open the dialog. Enter applicable information and click OK to save your changes.

    Vitals Widget Updated

    Where can I find it?

    Clinical: Chart Notes

    What do I need to know?

    Due to changes between the 2015 version and the 2016 version of the Clinical Quality Measure NQF 0421 for Preventative Care and Screening: BMI Screening and Followup, the BMI section of the Vital Signs Entry dialog has been updated to calculate the BMI correctly based on the chart note date. If the date of the charge note is before 01/01/2017, the system will calculate overweight/underweight based on the 2015 version’s ranges. If the date of the chart note is 01/01/2017 or later, the system will calculate overweight/underweight based on the 2016 version’s ranges

    In addition, the Status section options in the Options dialog, accessed via the Options button, has also been updated to adhere to the differences between the 2015 version and the 2016 version of the Clinical Quality Measure NQF 0421 for Preventative Care and Screening: BMI Screening and Followup.

    If the date of the chart note is before 01/01/2017, and the BMI was calculated in the Vitals dialog for the patient, the active option will be Follow up plan documented.

    vitals_options_priora

    Likewise, if the date of the chart note is before 01/01/2017, and the BMI was not calculated in the Vitals dialog, the active options will be BMI not done for medical or other reason and BMI refused by patient.

    vitals_options_priorb

    However, if the date of the chart note is 01/01/2017 or later, and the BMI was calculated in the Vitals dialog, the active options will be Follow up plan documented, Follow up plan not done for medical or other reason, and Referral not done for medical or other reason.

    vitals_options_aftera

    Likewise, if the date of the chart note is 01/01/2017 or later, and the BMI was not calculated in the Vitals dialog, the active option will be BMI refused by patient.

    vitals_options_afterb

    When the options in Options dialog are selected the system will link the selected options to the applicable SNOMED and LOINC codes and will be used to calculate any applicable Meaningful Use Clinical Quality Measure NQF 0421 for Preventative Care and Screening: BMI Screening and Followup. Likewise, the information configured will be tracked in the History tab and Audit Trail.

    How do I use it?

    In a chart note, click the Vitals widget to open the dialog. Enter applicable information and click OK to save your changes.

    CECity Invoices for 2016

    We are receiving inquiries about the recent invoices that were sent to your office regarding CECity enrollment years 2016 and 2017. Some offices received 2 invoices- this is not in error. Providers that enrolled later in the year for 2016 (October or later) received 2 invoices. The invoice for 2016, payment is expected UPON RECEIPT before your data feed can be started. Payment for 2017 enrollment year invoices for ALL recipients is expected by 12/15/2016. Read More →

    ChartMaker® 2016 Software Release 6.1.6

    Here are some of the main highlights in ChartMaker® Medical Suite 2016 (file version 6.1.6). To read a full list of enhancements, view the Release Notes
    Managed Care Payment Analysis Report Updated

    Where can I find it?

    Managed Care > Payment Analysis > Insurance Comparison Summary

    What do I need to know?

    New fields were added to the report:

  • Allowed Amount
  • Allowed %Percentage
  • Payment Count
  • Average Allowed (per procedure and insurance)
  •  

    Column name was changed:

  • Units renamed to Charge Units
  • ManagedCarePymtComparison_highlighted

    How do I use it?

    This report will display, based on the allowed amount, the percentage of the allowed amount compared to the charge.  This report will help you determine whether each insurance is allowing the same amount for an individual procedure.

    Display Username Instead of User ID in Electronic Lab Viewer

    Where can I find it?

    Tools > Lab Viewer

    What do I need to know?

    The “Signed” and "Comments" fields for a lab will now display the user’s full name and credentials instead of the User ID information when viewing a lab independently through Tools > Lab Viewer.  It is displaying user information entered through Edit > System Tables > Users.

    Additionally, the Social Security Number (SSN) field has been removed from the screen and printed document.

    LabViewer

    How do I use it?

    The user’s first name, last name, and credentials will automatically display next to "Signed" and in the Comments field upon upgrade.  No user intervention is needed to see this change.

    Not Documenting Medications for a Medical Reason

    Where can I find it?

    Medication Template Tool in a Chart Note

    What do I need to know?

  • New option is visible when you select the Medication template tool from within a chart note
  • Text will print in chart note if new option is selected
  • Option does not carry forward, so if it is applicable at each office visit the user must select it during each encounter
  • Selecting this option will document the applicable SNOMED codes required for quality reporting purposes (i.e. for NQF 0419)
  • - 183932001 (Procedure Contraindicated)

    - 428191000124101 (Documentation of Current Medications)

    MedicationsNotDocumented_optionwitharrow MedicationsNotDocumented_text

    How do I use it?

    When medications have not been reviewed with the patient or documented in the chart during the current visit, you would click the "Medications" template tool and then the "Current Medications Not Documented For Medical/Other Reason" option.  This will output the applicable statement in your chart note.

    Sex Field Relabeled as “Birth Sex”

    Where can I find it?

    Various places within Clinical and Practice Manager

    What do I need to know?

    The “Sex” field was renamed to “Birth Sex” to comply with ONC 2015 certification requirements.  Wherever we previously displayed the patient's Sex will now be displayed as "Birth Sex".  Such areas include:

    Clinical

  • ID Tab
  • Lookup Fields
  • Query dialog
  •  

    Practice Manager

  • Patient tab (Additional Information)
  • Appointment tab (Select Patient and Appointment Details)
  • Preferences (System Level, Practice Level, Screen Config)
  •  

    In 6.1.6, you will see this on screen but not in print-outs.  The change to printed documents will take place in a later version.

    BirthSex

    How do I use it?

    The change will happen automatically upon upgrade and no user intervention is needed.

    Ability to Capture Patient's Previous Last Name

    Where can I find it?

    ID tab (Clinical); More Patient (Practice Manager)

    What do I need to know?

    The “Maiden Name” field was renamed to “Previous Last Name” in Practice Manager.  In addition, we added this field to Clinical on the ID tab under the Additional Info button.  Previously this field was only available through Practice Manager.

    PreviousLastName

    How do I use it?

    There is no user intervention in order to see this change.  The field name change and addition to Clinical will happen automatically upon upgrade.

    Scan Manager: File Name Order

    Where can I find it?

    Chart > Scan Documents

    What do I need to know?

    In Scan Manager, if your documents were numbered higher than 10, the documents would not end up in a logical numeric order.  All the documents that started with a 1 would be grouped together, all documents that started with a 2 would be grouped together, etc.  This was particularly an issue for offices using a fax utility that didn't allow them to rename documents.

    We have modified the logic so all documents will display in correct numerical order, like the example in the screenshot below.

    ScanManager_cropped

     

    How do I use it?

    No user intervention is needed to see this change. 

     

    JFK Health Data Exchange

    Where can I find it?

    Chart > Export > Patient Data > HIE TOC

     

    What do I need to know?

    The system has been updated with the capability to interface with the JFK Health ACO.

    ACOs collect and report quality reporting data for the providers who have joined their groups. Specifically, they are collecting CCDA data, or Transition of Care data, from Clinical to do this.  CCDAs are sent in real time every 15 minutes via the Health Portal Client Service to our HealthPortal. 

     

    How do I use it?

    Once a user is enrolled and configured with JFK Health, there is no user intervention required for the data to be sent.  It is an automatic process.  To implement this interface in your practice, contact Customer Support.

     

    Physicians' Desk Reference

    Where can I find it?

    Prescribe Medication dialog

    What do I need to know?

    This project consists of two aspects:  the physician educational banners that will appear on the Prescribe Medication dialog displaying Physicians' Desk Reference (PDR) information, and the patient savings initiative that comes in the form of coupons.

    The educational banners will display pertinent information about the medication being prescribed so it could be used in determining decision support.  We estimate the banners will be displayed for about 8.5% of prescriptions, however this percentage will vary by physician and specialty.  

    Banner

    The patient savings initiative was designed to help drive adherence to the prescribed regimen and ultimately, better outcomes through discounted prescriptions.  The patient will receive coupons for either the medication being prescribed, for copay assistance, or a discount card to the pharmacy, which is based on the pharmacy you selected on the confirmation dialog.

    The print-out will consist of the coupon, and/or copay assistance information as well as educational information about the medication.  It will also contain certain patient information such as your practice name, the patient's name, and the selected pharmacy.

     

    eCopayScriptGuide

    How do I use it?

    Beyond setting the default printer for where the Patient Savings coupon will print, there are no other steps required by the user.  The physician educational banners will automatically display when available on the Prescribe Medication and Confirm Prescription dialogs.  The Patient Savings coupons will automatically print when available as well.

    To set the default printer for Patient Savings:

    1. In Clinical, go to Edit > Preferences...
    2. On the General tab, click the dropdown for "Patient Savings Printer" and select the appropriate printer
    3. Click "OK" to save your changes
    4. Repeat steps 1-3 for each user and each workstation

    Note:  This preference needs to be set per network login and per workstation.  Upon initial login after upgrading to 6.1.6 by users designated as Proxy or Prescribers, Clinical will prompt you to set the default printer if the current network user has not done so already.

    If all users log into an individual computer using the same network login, this preference can only be set once.  For example, if User 1 and User 2 access the computer in Exam Room 1 using the same network login, User 1 and User 2 will need to print to the same printer.  If User 1 and User 2 log into the computer using different network logins, they can each select which printer the Patient Savings coupons will go to.