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ChartMaker® 2018.2 Software Release 6.4.3

(Last Updated On: December 13, 2019)

Here are some of the main highlights in ChartMaker® Medical Suite 2018.2 (file version 6.4.3). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Clinical: Prescribe Medication and Confirm Prescription dialogs

What do I need to know?

The Prescribe Medication screen has been updated with a Real Time Prescription Benefits section, directly above the Formulary section, that will provide real time prescription benefit information that allows you to view estimated cost, alternative medication options, pharmacy type options, and other formulary information based on the payer and pharmacy selected for the patient, when available.

Prior to retrieving the applicable prescription benefits, the medication Form, Quantity, and Days Supply, as well as a Payer and Pharmacy must be entered or selected, and the Real Time Prescription Benefit grid will keep you apprised of the information that needs to be configured before benefit information can be retrieved.

When the system is querying the prescription benefits, a Pending message will appear in the grid.

When the benefit information is retrieved, the system will display up to three (3) pharmacy channels, and up to five (5) alternative medication options within the Real Time Prescription Benefits grid. If benefit information is not available or the Payer does not participate in the Real Time Prescription Benefits workflow, applicable error messages will appear in the Real Time Prescription Benefits grid next to a red X icon.

If a medication is covered without restrictions a green checkmark icon will be displayed beside the estimated cost.

If the medication is covered with restrictions, or there are alerts associated with the medication, a yellow exclamation point will appear beside the estimated cost. If the medication requires prior authorization, a purple PA will appear beside the estimated cost. By clicking in the grid where the alert/restriction icon appears, a pop-up message will appear outlining the restriction and/or outlining the warning or alert. Likewise, if you hover over the icons and any of these icons and items, a tool tip will display.

Also, there may be instances where the payer processed the request for the medication but was unable to provide alternatives that may be at a lower cost due to time constraints. This is indicated by an informational icon appearing before the medication.

To accommodate the Real Time Prescription Benefits work flow, the Prescribe Medication dialog has also been updated with a Pharmacy drop-down, along with a Manage patient pharmacies button, allowing you to select and maintain pharmacy options for the patient. When a patient has a single pharmacy saved in their chart, it will default into the Pharmacy field in the Prescribe Medication dialog. When the patient has multiple pharmacies saved in their chart, the first pharmacy in the drop-down list will default. These pharmacies will default or can be selected regardless what transmission type is selected.

In addition, due to the various new sections and fields in the Prescribe Medication screen, the default supported screen resolution has been updated to 1600 x 900. The Prescribe Medication will open to 1024 x 800 by default, with the ability to reduce the height down to a resolution of 1024 x 718, which will then introduce a scroll bar to navigate all areas of the screen.

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The Confirm Prescription screen has also been updated with a Real Time Prescription Benefits section, below the Medication section, that will provide real time prescription benefit information that allows you to view estimated cost, alternative medication options, pharmacy type options, and other formulary information based on the payer and pharmacy selected for the patient, when available. The Real Time Prescription Benefit section will display the benefit response that was displayed in the Prescribe Medication dialog. Likewise, Pharmacy field will also default the pharmacy selected from the Prescribe Medication screen. If you change the pharmacy, a new request will be sent, and the Real Time Prescription Benefits grid will display the new benefit information for that pharmacy. The information displayed will be similar to how it appears in the Prescribe Medication dialog.

In addition, due to the new section and fields in the Confirm Prescription screen, the default supported screen resolution has been updated to 1600 x 900. The Confirm Prescription screen will open to 1024 x 850 by default, with the ability to reduce the height down to a resolution of 1024 x 718, which will then introduce a scroll bar to navigate all areas of the screen.

How do I use it?

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

Where can I find it?

Clinical: Chart Note and Auto-Generated Drug Log

What do I need to know?

The system has been updated so that when prescribing or renewing a medication, and the PDMP report has been queried and/or viewed, the note output or auto-generated drug log will contain this information to provide an easy visual indicator in the chart. Whenever the PDMP queried option is checked in the Prescribe Medication dialog, the note output or auto-generated drug log will contain PDMP: queried. If the report was accessed as well, by clicking the PDMP Report button, the note output or auto-generated drug log will contain PDMP: queried, report viewed.

The system has also been updated so that when processing a refill request, and the PDMP report has been queried and/or viewed, the auto-generated drug log will contain this information to provide an easy visual indicator in the chart. Whenever the PDMP queried option is checked in the Refill Response dialog, the note output or auto-generated drug log will contain PDMP: queried. If the report was accessed as well, by clicking the PDMP Report button, the note output or auto-generated drug log will contain PDMP: queried, report viewed.

How do I use it?

Upon upgrade, this functionality will work as outlined above, no additional user intervention is needed.

Where can I find it?

Clinical: Chart Notes

What do I need to know?

The Order Procedure dialog has been updated with an Appropriate Use Criteria section whenever an image procedure is selected. Do note, the Type field, in the Condition Properties dialog (System Tables > Conditions > Procedures), needs to be set to Image for the system to recognize the procedure as an image procedure, and for the Appropriate Use Criteria section to appear.

Under the Appropriate Use Criteria program, at the time a practitioner orders an advanced diagnostic imaging service for a Medicare beneficiary, he/she, or clinical staff acting under his/her direction, will be required to consult a qualified Clinical Decision Support Mechanism (CDSM). CDSMs are electronic portals through which appropriate use criteria (AUC) is accessed. The CDSM provides a determination of whether the order adheres to AUC, or if the AUC consulted was not applicable (e.g., no AUC is available to address the patient’s clinical condition). For more information about the Appropriate Use Criteria Program see: https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/Appropriate-Use-Criteria-Program/index.

Three open access qualified CDSMs that have free tools available are: AIM Specialty Health ProviderPortal®, National Decision Support Company CareSelect™, and Test Appropriate CDSM. Do note, you will need to register with the qualified CDSM you choose and will need to log into it each time you use it. For a complete list of qualified CDSMs see: https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/Appropriate-Use-Criteria-Program/CDSM.

The Appropriate Use Criteria section will be disabled if there is not an AUC URL configured in the Procedures preferences (see the Preferences – Procedures Updates entry below for details). If an AUC URL is configured, then the Appropriate Use Criteria section will be active, allowing you to access the CDSM, that was configured in the AUC URL field in the procedure preferences, via the CDSM Website button, obtain and copy the consultation information, and then paste that information using the Paste from Results button into the AUC Consultation Results field.

When information is entered in the AUC Consultation Results field, it will be outputted to the chart note with AUC: followed by whatever text appears in the field. Likewise, it will be included in an AUC Consultation Results section when printing the order from the facesheet.

How do I use it?

Upon upgrade, this functionality will be available and work as outlined above. For the the Appropriate Use Criteria section to appear in the Order Procedure dialog, the Type field, in the Condition Properties dialog (System Tables > Conditions > Procedures), needs to be set to Image for the system to recognize the procedure as an image procedure.  For the Appropriate Use Criteria section to become active in the Order Procedure dialog, an AUC URL and a CDSM Name need to be configured in the Procedures preference area.

Where can I find it?

Clinical: Chart Notes

What do I need to know?

The Note Output section, in the Screening dialog, has been updated with a Title & Score option. Whenever that option is selected for a screening, the note output will contain the title of the screening, as well any scores that were calculated within that screening.

How do I use it?

Upon upgrade, this option will be available as outlined above. To use this option, simply click the corresponding radio button.

Where can I find it?

Clinical: Edit > Preferences

What do I need to know?

The Screening Note Output section of the Note Details tab, in the Preferences dialog, has been updated with a Title & Score option, allowing you to select that option to default for each screening whenever a screening widget is opened in a new chart note for a patient.

 

How do I use it?

Upon upgrade, this option will be available as outlined above. To use this option, simply click the corresponding radio button, and then click the Set button.

Where can I find it?

Clinical: Edit > Preferences

What do I need to know?

The Proc Date Format tab in the Preferences dialog has been renamed Procedures. Additionally, the Procedures tab has been updated with an AUC URL field and a CDSM Name field, that allows you to configure the URL and name of a qualified Clinical Decision Support Mechanism (CDSM) you will be utilizing when ordering imaging procedures.

Under the Appropriate Use Criteria program, at the time a practitioner orders an advanced diagnostic imaging service for a Medicare beneficiary, he/she, or clinical staff acting under his/her direction, will be required to consult a qualified Clinical Decision Support Mechanism (CDSM). CDSMs are electronic portals through which appropriate use criteria (AUC) is accessed. The CDSM provides a determination of whether the order adheres to AUC, or if the AUC consulted was not applicable (e.g., no AUC is available to address the patient’s clinical condition). For more information about the Appropriate Use Criteria Program see: https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/Appropriate-Use-Criteria-Program/index.

Three open access qualified CDSMs that have free tools available are: AIM Specialty Health ProviderPortal®, National Decision Support Company CareSelect™, and Test Appropriate CDSM. Do note, you will need to register with the qualified CDSM you choose and will need to log into it each time you use it. For a complete list of qualified CDSMs see: https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/Appropriate-Use-Criteria-Program/CDSM.

After the AUC URL has been entered, you can click the Test URL button, which will launch your web browser to the URL entered in this field. Do note, both the AUC URL and CDSM Name fields need to be entered if the AUC preference is going to be used. A warning message will appear if only one of these fields contains information and you will not be able set those preferences until both fields are entered.

How do I use it?

Upon upgrade, these options will be available as outlined above. To use these options, simply enter the applicable information in the AUC URL and CDSM Name fields, and then click the Set button.

Where can I find it?

Practice Manager: Appointments > Schedule Appointment/Check-In Status

What do I need to know?

The menu, when right-clicking a scheduled appointment in the Daily View or Weekly View of the Schedule Appointment screen, has been updated with a Print Charge Slip option that allows you to print the applicable charge slip for the patient.

 

Likewise, the menu, when right-clicking a patient’s appointment in the Check-In List, has been updated with a Print Charge Slip option that allows you to print the applicable charge slip for the patient.

How do I use it?

Upon upgrade, this functionality will be available as outlined above. The sub-menu will contain the charge slips that your office currently has set up.

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