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ChartMaker® 2018.2 Software Release 6.4.2

(Last Updated On: November 1, 2019)

Here are some of the main highlights in ChartMaker® Medical Suite 2018.2 (file version 6.4.2). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Clinical: Chart > Import > Bulk Import of CCDAs

What do I need to know?

The system has been updated with the ability to import a mass of CCDA files that are received from outside of the Clinical application. This new functionality is accessed via Chart > Import > Bulk Import of CCDAs and is accessible for all users.

After the Bulk Import of CCDAs option has been selected, a Bulk CDA Import dialog will appear allowing you to select the Practice in which you want to import the CCDAs and browse to the Input Folder where the CCDA files reside. Once the practice and file location has been configured, you can click the Import button to begin the import process.

Prior to importing the files in the input folder, the system will generate a confirmation message like the one in the figure below. Click the Yes button to continue.

The system will then create 3 folders in the input directory (Processed, Errors, and User Intervention Needed), and begin processing the CCDA files. When importing the CCDAs, the system will look to match each of the CCDA files to an existing patient based on the demographic information inside the CCDA file. If the information in the file does not match a patient, a new patient will be created; if there is a single matched patient, a Document Import note will be added to that patient’s chart; and if there are multiple patient matches, the CCDA will be moved to the User Intervention Needed folder and the user will have to manually import those files into the system using the import patient data functionality.

When the import process is completed, a CDA Bulk Import Complete dialog will appear, and you can click the OK button.

When a new patient is created, or there is a single matched patient, the Document Import note will be created for that patient, with the information contained in the corresponding CCDA file, upon opening the patient’s chart if the user has a Charts privilege of Write or higher. If the user does not have write privileges, or higher, then the patient’s chart will open, but the new Document Import note will not be created.

Likewise, whenever an import is successful, the corresponding CCDA file will be moved to the Processed folder in the input folder directory. If the import fails for some reason, the corresponding CCDA file will be moved to the Errors folder in the input folder directory. And again, if there are any files that matched multiple patients, those CCDA files will be moved to the User Intervention Needed folder in the input folder directory.

Additionally, after the import process is complete a Bulk CDA Import Summary document will be created outlining the input directory path, the Practice the patients were assigned, the date and time the import was completed, and a row will appear for each CCDA file imported indicating the Filename, Outcome (Error, New Patient, Existing Patient, Multiple Matches), Chart #, and Details (type of error when the outcome is an error, or up to five matching patient chart numbers when outcome is multiple matches).

How do I use it?

Upon upgrade, this functionality will be available and can be used as outlined above.

Where can I find it?

Clinical: Reports > STI Quality Reporting Dashboard

What do I need to know?

The Search By section, of the STI Quality Reporting Dashboard, has been updated with a Note Start and a Note End date field that allows you to view all patient notes that were sent to the STI Quality Reporting Registry for a selected date range. Do note, that the dates configured in these fields must have the same year. If the year is different, an error will be generated. All other functionality works the same as in previous versions.

 

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.

Where can I find it?

Practice Manager: Administration > Preferences > System Level Preferences / Practice Level Preferences

What do I need to know?

The Patient Related section, in the Patient tab of the Maintain System Default Preferences dialog, has been updated with an Auto-populate Patient Reminder preferences option.

When this option is checked, the system will default any Email, primary cell (Primary number), primary home (Secondary number), and primary work (Tertiary number) phone numbers, as well as check the Phone calls allowed and Text messages allowed options in the Patient Reminder Preferences dialog (accessed via the Patient Reminders button in the Patient screen) when the corresponding information is entered and saved for a new patient in the Patient screen.

For an existing patient, if you modify any phone number or email information the Patient Reminder Preferences will be updated when saving. Likewise, if there is no Patient Reminder Preferences set for an existing patient, and you enter any phone number or email information, the system will populate this information in the Patient Reminder Preferences dialog, upon saving.

The Patient Related section, in the Patient tab of the Maintain Practice Preferences dialog, has been updated with an Auto-populate Patient Reminder preferences option.

When this option is checked, the system will default any Email, primary cell (Primary number), primary home (Secondary number), and primary work (Tertiary number) phone numbers, as well as check the Phone calls allowed and Text messages allowed options in the Patient Reminder Preferences dialog (accessed via the Patient Reminders button in the Patient screen) when the corresponding information is entered and saved for a new patient in the Patient screen.

For an existing patient, if you modify any phone number or email information the Patient Reminder Preferences will be updated when saving. Likewise, if there is no Patient Reminder Preferences set for an existing patient, and you enter any phone number or email information, the system will populate this information in the Patient Reminder Preferences dialog, upon saving.

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.

Where can I find it?

Practice Manager: Administration > Preferences > System Level Preferences / Practice Level Preferences

What do I need to know?

The Other Controls section, in the Patient Billing Control tab of the Maintain System Default Preferences dialog, has been updated with a Show Patient Credits option.

When this option is checked, a Credit column will appear in the Statement Summary dialog (accessed via Patient Billing > Reprint Patient Statement > View Patients button), as well as in the Batch Statement List (accessed in the Statement Summary by clicking the Print this List button) that will show the type of credit a patient, or responsible party, has attached to their account, when applicable. Do note, that this functionality can be turned off, and on, at the practice level.

The Other Controls section, in the Patient Billing Control tab of the Maintain Practice Preferences dialog, has been updated with a Show Patient Credits option.

When this option is checked, a Credit column will appear in the Statement Summary dialog (accessed via Patient Billing > Reprint Patient Statement > View Patients button), as well as in the Batch Statement List (accessed in the Statement Summary by clicking the Print this List button) that show the type of credit a patient, or responsible party, has attached to their account, when applicable.

See the Patient Billing Updates section on this page for further details on this functionality works in the Statement Summary dialog.

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.

Where can I find it?

Practice Manager: Administration > Preferences > System Level Preferences / Practice Level Preferences

What do I need to know?

The Payment Preferences section, in the Payment tab of the Maintain System Default Preferences dialog, has been updated with a Default Balance Due as Amount Paid for Secondary Insurance in Payments option.

When this option is checked, the system will default any balance due amount into the Paid field, in the Payments > Make a Payment screen, when manually making a secondary insurance or patient payment, after the initial primary insurance payment has been entered.

 

The Payment Preferences section, in the Payment tab of the Maintain Practice Preferences dialog, has been updated with a Default Balance Due as Amount Paid for Secondary Insurance in Payments option.

When this option is checked, the system to default any balance due amount into the Paid field, in the Payments > Make a Payment screen, when manually making a secondary insurance or patient payment, after the initial primary insurance payment has been entered.

 

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.

Where can I find it?

Practice Manager: Patient Billing > Reprint Patient Statement > View Patients (button)

What do I need to know?

The system has been updated so that when the Show Patient Credits option is selected in the Other Controls section of the Patient Billing Control tab of the Maintain Practice Preferences dialog, the Statement Summary dialog will display a Credit column that will show the type of credit a patient, or responsible party, has attached to their account, when applicable.

When a patient or responsible party has a credit attached to their account, the Credit column will display a P (for a Patient credit), I (for an Insurance credit), S (for a System credit), or C (for a Copay credit). When there are multiple credits types they will be separated by commas.

If you click the Print this List button, the Batch Statement List will also contain a Credit column and will display the credits in the same manner as the Statement Summary dialog.

How do I use it?

Upon upgrade, this functionality will be available as outlined above. To activate this feature, the Show Credits option will need to be checked in the Patient Billing Controls tab of the Maintain Practice Preferences dialog. For more information on this see the System/Practice Level Patient Billing Control Preference Update on this page.

Where can I find it?

Clinical: Facesheet – Diagnosis List, History tab, Note > Diagnosis List/Search, and Edit > System Tables > Diagnosis Search

Practice Manager: Diagnosis Search dialog (Administration > Diagnosis Search, or via Patient – Diagnosis, or Charge – Diagnosis)

What do I need to know?

In Clinical:

The Facesheet has been updated so that whenever viewing the details menu for a diagnosis in the Problem/Diagnosis List, Inactive Diagnosis List, or Pre-Existing Diagnosis, if that diagnosis is mapped to an HCC (Hierarchical Condition Categories) code, an (HCC) indicator will appear after the ICD10 code in the menu.

 

The History tab has been updated so that whenever a diagnosis is mapped to an HCC (Hierarchical Condition Categories) code, an (HCC) indicator will appear after the diagnosis description in the Diagnosis and Name columns.

 

The ICD10 Search and Crosswalk areas of the Diagnosis Search dialog have been updated so that whenever a diagnosis is mapped to an HCC (Hierarchical Condition Categories) code, an (HCC) indicator will appear after the diagnosis description to easily identify these diagnosis codes.

Likewise, when a diagnosis selected for a patient in the Diagnosis checklist, an (HCC) indicator will also appear after the diagnosis description in the Diagnosis dialog for those diagnoses that are mapped to an HCC code.

And when outputted to the chart note, an (HCC) indicator will also appear after the diagnosis description for those diagnoses that are mapped to an HCC code.

In Practice Manager:

The ICD10 Search and Crosswalk areas of the Diagnosis Search dialog have been updated so that whenever a diagnosis is mapped to an HCC (Hierarchical Condition Categories) code, an (HCC) indicator will appear after the diagnosis description to easily identify these diagnosis codes.

How do I use it?

Upon upgrade, these options will be available and no user-intervention is needed.

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