ChartMaker® 2018.2 Software Release 6.4.5

Where can I find it?

Clinical: Prescribe Medication and Confirm Prescription dialogs, To-Do List messages, the Facesheet, and Chart > Specialty Patient Enrollment

What do I need to know?

ChartMaker Clinical has been updated with a new Specialty Patient Enrollment functionality that activates when a specialty medication is selected in the Prescribe Medication screen, locking into a Specialty Patient Enrollment process that automates the specialty prescription initiation and renewal process, allowing you to electronically send enrollment forms to specialty pharmacies for the specialty drug.

The Prescribe Medication screen has been updated with a Specialty Rx button that will appear blue when prescribing non-specialty medications, but will turn purple whenever a specialty medication is being prescribed that requires additional enrollment information (additional diagnosis, medication, allergy, weight, etc.) to be sent along with the prescription information. You can click the Specialty Rx button for non-specialty medications to manually enable the Specialty Patient Enrollment process.

The Prescription section, of the Confirm Prescription screen, has been updated so that whenever a specialty medication is being confirmed, a Specialty Rx icon will appear in the left hand side of the Prescription section to further alert you that that medication will be locked into the Specialty Patient Enrollment process.

Once the specialty medication has been confirmed and sent, via the Confirm Prescription screen, a Specialty Enrollment Request is automatically sent to the specialty pharmacy. No action is needed by users to send this request. This automated task prepopulates the specialty medication enrollment form with information from the patient’s chart and routes the form electronically to the appropriate specialty pharmacy. If the specialty pharmacy does not request additional information, or any additional medication services acknowledgement, no other clinical staff involvement is needed.

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If the pharmacy requires additional information or acknowledgement for enrollment, then the system will return a Specialty Medication Enrollment type message to the user’s To-Do List with a subject heading of Specialty Medication Enrollment Action Required indicating that you need to complete the enrollment process for the patient. When you double-click this type of message the applicable patient’s chart will open allowing you to access then SPO Status Worklist, to complete the information regarding the specialty enrollment, via the corresponding medication in the patient’s facesheet. You can also access the SPO Status Worklist via Chart > Special Patient Enrollment.

Also note, if the Pharmacy selected is not updated for electronic specialty enrollment, or if there is another issue with sending the Specialty Patient Enrollment, then the system will return a Specialty Medication Enrollment type message to the user’s To-Do List with a subject heading of Specialty Medication Enrollment Request Error indicating that the specialty enrollment process failed, and that you will need to follow-up manually with the pharmacy to complete the enrollment process. When you double-click this type of message the applicable patient’s chart will open allowing you to view the information about the prescribed medication.

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The Facesheet has been updated so that whenever a specialty medication requires further action from a pharmacy, that medication will be prefixed with a [SPO ACTION REQUIRED] indicator and will be highlighted orange. If you click on the corresponding * button, or right-click the medication, the medication menu has been updated to include an Open SPO Status dialog option that allows you to access the SPO Status – Worklist to access those patients that require further information or acknowledgement for the Specialty Patient Enrollment process. To access this Open SPO Status dialog option, you must have a Specialty Patient Enrollment privilege of Submitter or Viewer, as well as a Prescribing privilege of Proxy or Prescriber. If you do not have these privileges, the menu item will be grayed out and not accessible. Do note, that you can also access the SPO Status dialog at any time by clicking Chart > Specialty Patient Enrollment, which also requires those privileges to access.

When accessing the SPO Status dialog, you are connected to Surescripts^® interface that allows you to view the Worklist, and Task History, for the provider. This allows you to provide any additional details, or acknowledgements, that the pharmacy requires to complete the specialty enrollment. Upon first entering the SPO Status dialog, the Worklist will display any outstanding requests for all patients. Depending upon the volume of requests, you may need to scroll or use the Filter options to locate the specific request you want to process.

There will typically be two types of tasks in the worklist: Additional Medication Services and Respond to Pharmacy. The former requiring you to acknowledge or attest that patient consent was obtained, and the latter requiring additional information from the pharmacy. Once the applicable patient and request has been located, double click that request. The figures below provide examples of these types of tasks. Do note, that all the fields and questions that have a red asterisk are required and you will not be able to proceed until the required fields contain the applicable information.

After all the required information has been entered on the various pages, a summary page will appear that contains all the information that will be sent to the pharmacy. You can click the I Attest, Respond to Pharmacy, or Submit to Pharmacy button to complete process and you will return to the original Worklist, and that request item will be removed from the Worklist and moved to the Task History area. You can either close out of the SPO Status dialog or process another request.

After closing out the SPO Status dialog, the [SPO ACTION REQUIRED] indicator will be removed from the specialty medication in the facesheet, and it will return to the normal black color.

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The Chart menu has been updated with a Specialty Patient Enrollment option that allows you to access the SPO Status dialog to provide further information for the Specialty Patient Enrollment process regarding specialty medications. This option is available via the Chart menu when you are in a patient’s chart, or if you are not in a patient’s chart. To access this Specialty Patient Enrollment option, you must have a Specialty Patient Enrollment privilege of Submitter or Viewer, as well as a Prescribing privilege of Proxy or Prescriber. If you do not have these privileges, the menu item will be grayed out and not accessible.

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: Prescribe Medication and Confirm Prescription dialogs

What do I need to know?

The Prescribe Medication screen has been updated with a Real Time Patient Savings section, between the Real Time Prescription Benefits section and the Formulary section, that will provide information on copay assistance programs which may be available for the medication being prescribed. This information will supplement the Real Time Prescription Benefit and Formulary information, allowing the prescriber to select the prescription best for the patient by considering all clinical and financial information available.

Prior to displaying any applicable patient savings in the Real Time Patient Savings section, the medication Form, Quantity, and Days Supply, as well as a Payer and Pharmacy must be entered or selected, so that the Real Time Prescription Benefits can populate. When the system is querying the patient savings, a Pending message will appear in the grid.

When the patient saving information is retrieved and available for the medication, the system will display the Original cost (based on the prescription benefit information in the RTPB section), the Offer (the RTPS amount), and a Patient Pays amount (the Original minus the Offer amount). See Figure 9. In addition, the Real Time Patient Section may contain additional text and links that provide further information regarding the patient savings.

When the information is retrieved and there are no patient savings available for the medication, the system will display a yellow warning icon and the text, “No offer was found for the request.” Likewise, in the chance that there was an error during the retrieval, the system will display a red icon and the error message will be displayed.

To accommodate the Real Time Patient Savings section, the Prescribe Medication dialog has been updated and redesigned.

The Inactive Meds, Medication Info, Medication Eligibility, and Medication History buttons along the top have been replaced with icons, and if you hover over these icons a tool tip will appear with the applicable text for the button. Likewise, the Dose Calculator, Edit , and Manage patient pharmacies buttons have been replaced with icons.

The Medication History Consent button has been replaced with the text Rx History Consent and a corresponding link with the current consent selected for the patient. Simply click that link to access the Consent dialog for the patient if you need to change their consent settings.

All the check box options (Sample, PDMP Queried, Administered during visit, Initial order create outside of Clinical, and Print patient prescription savings materials) have been moved to the lower left. While Lot # and Expiration Date fields have been moved adjacent to the corresponding Sample box, and the PDMP Report button has been replaced with a link by the PDMP Queried box.

In addition, the SIG and Pharmacy fields have been shifted to the right and aligned underneath the Transmission and Diagnosis fields. And lastly, the Override? button, for ePA, has been replaced with a link.

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The Confirm Prescription screen has been updated with a Real Time Patient Savings section, below the Real Time Patient Benefits section, that will provide information on copay assistance programs which may be available for the medication being prescribed. This information will supplement the Real Time Prescription Benefit information, allowing the prescriber to select the prescription best for the patient by considering all clinical and financial information available.

The Real Time Patient Savings section will display the benefit response that was displayed in the Prescribe Medication dialog. Likewise, the Pharmacy field will also default the pharmacy selected from the Prescribe Medication screen. If you change the pharmacy, a new request will be sent, causing the Real Time Prescription Benefits grid will display the new benefit information for that pharmacy, which may then change the Real Time Patient Savings information. The patient savings information displayed similar to how it appears in the Prescribe Medication dialog.

After the prescription has been confirmed and sent, any Real Time Patient Savings messages and/or coupon URLs that appeared in the corresponding field in the Confirm Prescription screen will be sent to the patient’s PatientPortal, and will appear as a new Prescription Savings message (Messages > Prescription Savings).

In addition, the icons for each of the sections have been updated, and the Medication Info button has been replaced with an icon, and if you hover over this icon a tool tip will appear with the applicable text for the button.

 

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: Reports > Appointment > Appointment Lists > Appointment Reconciliation

What do I need to know?

The Appointment Reconciliation report has been updated so that whenever a pending charge exists for the same date as an appointment for the patient, the Reconciliation Status column will display Pending Charge.

 

How do I use it?

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