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ChartMaker® 2018 Software Release 6.3.0

(Last Updated On: June 7, 2018)

Here are some of the main highlights in ChartMaker® Medical Suite 2018 (file version 6.3.0). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Clinical: ID Tab > Additional Info Button

What do I need to know?

The Additional Patient Information dialog has been updated with a Risk Stratification section that allows you to configure a Risk Tier and enter any Comments regarding the risk for patients. This allows practices to risk stratify their patient population to adhere to CPC+ and PCMH program requirements, when applicable. When a Risk Tier is selected (Tier 1-5, or Not Applicable/Excluded), that information will appear in the Patient Empanelment Report and will be used in calculating the Empaneled Rate for the practice in that report. Likewise, whenever Risk Stratification information is added, modified, or deleted for a patient, it will be tracked in the Audit Trail.

How do I use it?

In a chart note, click the ID tab, then click the Additional Info button to open Additional Patient Information dialog.  Select the applicable Risk Tier,  enter any Comments, then click OK, and then click the Save button in the chart.

Where can I find it?

Clinical: Reports > Patient Empanelment Report

What do I need to know?

The system has been updated with a new Patient Empanelment Report dialog (accessed via Reports > Patient Empanelment Report) that allows you to run a Patient Empanelment Report to easily determine and view patients that are empaneled within the practice, as well as display an empanelment rate, to help you meet CPC+ requirements. A patient is considered empaneled when a Principal Care Provider is entered for the patient in the ID tab in Clinical, or a Provider is entered for a patient in the Patient screen of Practice Manager.

When in the Patient Empanelment Dialog, you can filter the report by Appointment Date From/To, Empaneled Provider, Appointment Provider, Practice, Appointment Reason, Practice Manager Patient Status, and Risk Stratification. After the applicable filter items are selected, you can click the Run Report button to generate the report for the filter criteria selected. You can sort the report by any of the column headings in the Results area. An Empaneled Rate percentage will be displayed in the bottom left of the dialog, which is the percentage of empaneled patients out the total patients returned for the selected filter criteria. You can also save the report to a file by clicking the Save to File button.

How do I use it?

In Clinical, click the Reports > Patient Empanelment Report, configure the Filter criteria as needed, then click Run Report. You can then save the report to a file by clicking the Save to File button.

Where can I find it?

Clinical: Reports > Meaningful Use > CQM Import

What do I need to know?

The CQM Import Dashboard has been updated with a Filter button that allows access to the Quality Measure Filters dialog where you can filter by certain Patient, Provider, and Practice information when importing patients via the CQM Import Dashboard.

When in the Quality Measure Filters dialog, you can filter patients by patient ages, sex, race, ethnicity, insurance payer, and/or a SNOMED code; by provider NPI number, and/or taxonomy code; or by practice Tax ID number, or address information. If filter criteria is selected, only those patients that meet the criteria will be included in the import.

How do I use it?

Upon upgrade, these options will be available as outlined above. No user intervention is needed.

Where can I find it?

Clinical: Reports > Meaningful Use > Dashboard

What do I need to know?

All the Quality Measures for Meaningful Use Stage 3 2018 in the Meaningful Use Dashboard have been updated to the 2017 version for the 2018 reporting period. Do note that, for Stage 3 2018, this year (and every year) CMS has made changes to the requirements for the majority of the CQMs. In addition, the NQF 0052 – Use of Imaging Studies for Low Back Pain CQM has been removed and is no longer available for reporting. Please be sure to check the CQMs you are reporting to determine if changes were made that may affect your reporting and adjust accordingly.

How do I use it?

Upon upgrade, these options will be available as outlined above. No user intervention is needed.

Where can I find it?

Clinical: Reports >MIPS Dashboard

What do I need to know?

The MIPS Dashboard Configuration dialog has been updated with an optional Facility field that allows you to select a Facility to further filter the selected measures in the MIPS Dashboard for MIPS 2018, if applicable. When a Facility is selected, it will be used as a filter on all applicable measures, for the selected Eligible Clinicians, and will appear in the in the header when printing.

All the Quality Measures for MIPS 2018 in the Quality Measure dialog have been updated to the 2017 version for the 2018 reporting period. Do note that, for 2018, this year (and every year) CMS has made changes to the requirements for the majority of the CQMs. In addition, the CMS 166v6 – Use of Imaging Studies for Low Back Pain CQM has been removed and is no longer available for reporting. Please be sure to check the CQMs you are reporting to determine if changes were made that may affect your reporting and adjust accordingly.

How do I use it?

Upon upgrade, these options will be available as outlined above. No user intervention is needed.

Where can I find it?

Mobile App: Patient

What do I need to know?

A new Records (BETA) screen has been created that allows you to view, in read-only text format, chart notes and lab results for the patient. Do note, to utilize this new feature requires your ChartMaker® Medical Suite to be updated to the version ChartMaker 2018 (fv 6.3.0.409) or higher. The Records (BETA) screen is accessed via the new Records icon at the bottom of the Patient, Health Info, or Charge History screens.

Upon entering the Records screen, if you do not have a Charts privilege of Read, Write, Sign w/ Co-Sign, or Sign, configured in the Clinical application, you will not be able to view chart notes in the Mobile app and a message will appear like the one in figure below.

Likewise, if you do not have a Lab Review privilege of All, any lab reports and/or results will not be accessible in the Records (Beta) page, and when accessing the Results filtering option, a similar message will appear as when you do not have the proper Charts privilege.

If you do have proper permission, the Records page will load the chart notes and/or lab results for the selected patient.

In the Records page you can scroll through the available notes and labs for the patient. The notes will be color-coded in the app based on the folder in which that note resides in, which matches the folder colors in Clinical. You can choose to only view chart notes by tapping the Notes option at the top of list, or you can view only notes that contain results by tapping the Results option at the top of the list. When either of these options is selected, they will become highlighted to indicate the type of filtering. You can simply tap the highlighted option to disable the filtering. Likewise, you can filter the notes in descending or ascending date order by tapping the arrows  icon. The note order defaults to descending date order.

You can also filter chart notes by a specific organizer folder clicking the folder  icon. When the folder icon is clicked, a folder list, based on those folders that contain notes for the patient, will appear allowing you to select which folder you want to view notes for.  When a folder is selected, only that folder’s notes will be visible, unless the All option is selected, and then all notes will be visible.

Once the desired note is located, you can tap on that note to view the details in the Note Details screen, or tap a lab to view the details in the Result Details screen. Do note, if you do not have Transcription privileges, signed notes will not be accessible.

At the top of the Notes Details and Result Details screens, the Chart Header information will appear outlining the note Date, Provider, Facility, Case, Signed by, and Folder information in a similar manner as it appears in Clinical. The chart header information can be hidden by tapping the Chart Name at the top of the screen. When viewing note information in the Notes Details screen, embedded objects such as imported CDA documents, images, grid data, and other external file information, as well as any information entered through the Confidential widget, will not be available for viewing at this time. Likewise, when viewing lab result information in the Result Details screen, some parts of the lab such as embedded PDFs and scanned images will not be available for viewing at this time. Therefore, be aware, that you may not be viewing the patient’s complete medical record, in the mobile app, when making medical decisions. If you need to view this information you will have to open the patient’s record in the Clinical application.

In the Note Details and Result Details screens you can scroll up and down to view additional information in the note or lab. Likewise, you can swipe right to left to advance to the next note or lab in the list, or swipe left to right to view the previous note or lab in the list, without leaving the Note Details or Result Details screen.

When viewing a lab in the Result Details screen, you can view the reporting info for the lab by clicking Report info for MM/DD/YYYY link. This will open a Report Info page listing the Status, Lab Name, Patient Name, Patient DOB, Date Reported, Date Collected, Ordering provider, Attending provider, Date Entered, Requisition, Patient Lab ID, and Control Number for the select lab. Likewise, if there are any comments for the lab an blue note/comment  icon will appear to the right of the Report info link, and if you tap it the comment will display.

When finished viewing the note or lab information, tap the X in the left corner to return to the Records page for the selected patient.

    

How do I use it?

Upon upgrading the Mobile App, these changes do not require intervention on the user’s part in order for them to be displayed. You do, however, need to be enrolled for the Mobile App. If you are not yet enrolled, you can enroll here.

Where can I find it?

Clinical: Once enrolled and activated, the system will automatically upload patient information from your system to STI MIPSPRO, and will continue to upload data on a nightly basis throughout the reporting period.

What do I need to know?

The system has been updated to send applicable data to the STI Quality Reporting Registry (STI MIPSPRO) for those measures in the 2018 reporting period that have lookback periods associated with them.

How do I use it?

Upon upgrade, the system will begin uploading any applicable data, including any lookback data, to STI MIPSPRO. No user intervention is needed.

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