ChartMaker® 2018.2 Software Release 6.3.4

Where can I find it?

Clinical: Accessing Appointment Lists

What do I need to know?

The system has been updated so that whenever accessing the appointment list for Today’s Appointments, Today’s Appointments, time filtered, Tomorrow’s Appointments, or Yesterday’s Appointments, a Calendar icon will be activated to the right of the drop-down list, allowing you to select a specific date you want to view the appointment list for the selected provider.

After the Calendar icon is clicked, a Calendar widget will appear that allows you manipulate and select the date for the appointments you want to view. After the applicable date has been selected, the drop-drop will switch to Appointment Search mode, and the patients who have an appointment on that date for the selected provider will then appear. You can also modify the selected provider as needed, and the appointments will show for that provider for that selected date. After the desired patient is located, you can double-click that patient to open their chart.

How do I use it?

Upon upgrade, this functionality will be available as outlined above. No user intervention is needed.

Where can I find it?

Clinical: Prescribe Medication dialog

What do I need to know?

The Prescribe Medication dialog has been updated to alert users when they are prescribing a form of a medication that has an invalid, obsolete, or missing NDC code. Upon entering the Prescribe Medication dialog, if the Started field is checked (indicating that this is not a pre-existing medication), and the medication form selected does not have a valid NDC code attached to it, a red exclamation warning icon will appear next to the medication form field, and if you hover over the icon the warning message will appear outlining the issue.

The warning message will change depending upon the Transmission selected (see the figures below for applicable text). If you do not modify the medication form to one that contains a valid NDC code and click the Next button, another warning message will be generated based on the Transmission selected. If E-Prescribe is selected in the Transmission field, the warning message will appear, and you will not be able to continue prescribing the currently selected medication.

If Hand prescription to patient is selected in the Transmission field, the warning message will appear, and you will have the option of continuing to prescribe the currently selected medication or canceling and modifying the medication form.

How do I use it?

Upon upgrade, this functionality will be available as outlined above. No user intervention is needed.

Where can I find it?

Clinical: Order Procedure dialog
Practice Manager: Immunization Entry dialog

What do I need to know?

The Order Procedure dialog in Clinical has been updated so whenever you are adding or editing an immunization procedure, and there is an immunization registry (DelVax, MD Immunet, NJIIS, NYSIIS, PSAIIS, PhilaVax, VIIS, etc.) configured in your system, the Provider Name, Manufacturer, Lot Number, Lot Expiration, VFC Eligibility, Funding, and Dose (including unit of measure) fields are required before you will be able to save the procedure information. A red exclamation point will appear next to the field that is missing the required information. However, these requirements are bypassed if the Disease Immunity, Historical, or Procedure Not Performed options are selected, or if there are no immunization registries configured in your system.

The Immunization Entry dialog in Practice Manager has been updated so whenever you are adding or editing an immunization entry for a patient, and there is an immunization registry (DelVax, MD Immunet, NJIIS, NYSIIS, PSAIIS, PhilaVax, VIIS, etc.) configured in your system, the Provider Name, Manufacturer, Lot Number, Lot Expiration, VFC Eligibility, Funding, and Dose (including unit of measure) fields are required before you will be able to save the procedure information. A red exclamation point will appear next to the field that is missing the required information. See Figure 1. However, these requirements are bypassed if the Disease Immunity or Historical options are selected, or if there are no immunization registries configured in your system.

How do I use it?

Upon upgrade, this functionality will be available as outlined above. No user intervention is needed.

Where can I find it?

Clinical: Edit > Preferences

What do I need to know?

The Labs tab, in the Preferences dialog, has been updated with an Importing Labs section and a Sending Labs to PatientPortal section.

The Importing Labs section contains the lab reminder color options for the To-Do List when importing labs, that were available in previous versions.

The Sending Labs to PatientPortal section contains a new Upon signing, only send labs to patient portal if the provider is the ordering provider option. When this option is selected, only those labs where the provider appears as the ordering provider will be automatically sent to the PatientPortal upon signing. This allows you to easily exclude those labs where the provider is listed on the lab report, such as “Copy To” lab reports, but is not the actual ordering provider, from automatically being uploaded to the PatientPortal. Additionally, if this option is selected, these labs can be manually sent to the PatientPortal, as needed, by right-clicking the individual lab note, and then clicking the Send note for Patient Access.

How do I use it?

Upon upgrade, the Lab preferences will appear as outlined above. To limit those labs that are automatically sent to the PatientPortal to where signing provider is the ordering provider in the lab, check the Upon signing, only send labs to patient portal if the provider is the ordering provider option, then click Set button, and then click the OK button.

Where can I find it?

Clinical: Prescribe Medication dialog and Chart > PDMP Report

What do I need to know?

The PDMP Report dialog (accessed via the PDMP Report button in the Prescribe Medication dialog, or via Chart > PDMP Report when in a patient’s chart), has been updated to display the state programs that were used when generating the PDMP report. Each message included with the report will contain the state, or states, in which the message and/or report was generated.

How do I use it?

Upon upgrade, these options will be available as outlined above for all users registered for PDMP. No user intervention is needed.