ChartMaker® 2018.2 Software Release 6.5.6
Here are some of the main highlights in ChartMaker® Medical Suite 2018.2 (file version 6.5.6). To read a full list of enhancements, view the Release Notes.
Where can I find it?
Practice Manager: Payment > Pending Payments
What do I need to know?
To lessen confusion and better describe the functionality when in Post Mode in the Pending Payments tab, the Save button has been relabeled as Post button. As in previous versions, when clicking the Post (previously Save) button, the system will post the payments to the selected charges.
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 Notes > Diagnosis Widget, System Tables > Diagnosis Search, Reports > Reports > With Dx ICD10, Note > Charge Items > Search for Diagnosis, Prescribe Medication > Diagnosis > Other…
Practice Manager: Administration > Transaction Tables > Diagnosis > ICD10, Administration > Diagnosis Search, Patient > Diagnosis, Charge > Diagnosis, Documents > Lab Sheet > Diagnosis, Reports > Select Criteria > Diagnosis
What do I need to know?
The ICD10 Code Set field, in the ICD10 Search and Crosswalk areas of the Diagnosis Search dialog, has been updated with an October 1, 2021 – Sept 30, 2022 code set when searching for diagnosis codes or using the crosswalk functionality. In addition, the ICD10 Search and Crosswalk areas for this new code set 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. You can toggle between the Oct 1, 2014 – Sept 30, 2016 code set, the Oct 1, 2016 – Sept 30, 2017 code set, the Oct 1, 2017 – Sept 30, 2018 code set, the Oct 1, 2018 – Sept 30, 2019 code set, October 1, 2019 – Sept 30, 2020 code set, October 1, 2020 – Sept 30, 2021 code set, and All ICD10 Codes, in addition to this new code set. This allows you to easily search for the applicable ICD10 codes that are active, as outlined by the CDC, for the applicable date ranges.
When accessing the Diagnosis Search dialog when adding or editing a diagnosis in the chart note in Clinical, the system will default to the code set based on the Note Date to ensure that the proper ICD codes for that date are selected. When accessing the Diagnosis Search dialog via the Edit > System Tables menu, the system will default to the code set based on the current day’s date.
When accessing the Diagnosis Search dialog via the Administration menu in Practice Manager, the system will default to the code set based on the current day’s date. When accessing the Diagnosis Search dialog when entering or editing patient information, the system will default to the code set based on the current day’s date. When accessing the Diagnosis Search dialog when entering and editing charges, the system will default to the code set based on the service Start Date to ensure that the proper ICD codes for that date are selected.
How do I use it?
Upon upgrade, these changes will be available as outlined above
Where can I find it?
Clinical: Chart Notes (Note tab)
What do I need to know?
The system has been updated to export PDF copies of chart notes that contain finalized custom forms to the patient’s ChartMaker® PatientPortal, when signing that note.
When a chart note that contains a finalized custom form is signed, if the Release to Patient option is checked, then the custom form will be queued and exported to the PatientPortal. If the Release to Patient option is unchecked, then the finalized custom form will NOT be exported to the PatientPortal upon signing.
Like chart notes, the Release to Patient option will be disabled and grayed out for patients that have the Do not export on note, lab and scan signing option checked in the Patient Access dialog, and for those patients whose PatientPortal has been suspended via the PatientPortal Practice Administration, and for users who only have Read (only) Chart privileges.
Also, when the Release to Patient option is unchecked, the Send note to Patient Access option that is accessed by right-clicking in the chart note will be disabled and grayed out. If you then check the Release to Patient option in that note, the Send note to Patient Access option will then be activated allowing you to manually export that finalized custom form to the patient’s PatientPortal, even if the note is not signed.
How do I use it?
Upon upgrade, this functionality will be available as outlined above.
Where can I find it?
Clinical: Chart Notes
What do I need to know?
The Quick Depression Assessment Panel (PHQ9) questionnaire in the Screening dialog has been updated with guidance for satisfying CQM requirements at the bottom of the screen.
The text reads: If the patient is 12-17 years old please use the PHQ9 Modified for Teens (PHQ9M) screening. Please note if you are reporting on “CQM 2 Preventative Care and Screening: Screening for Depression and Follow-up Plan” patients between the age of 12-16 will be excluded if you use the PHQ9 screening.
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The PHQ9-Modified for Teenagers questionnaire in the Screening dialog has been updated with guidance for satisfying CQM requirements at the bottom of the screen.
The text reads: If the patient is 12-17 years old please use the PHQ9 Modified for Teens (PHQ9M) screening. Please note if you are reporting on “CQM 2 Preventative Care and Screening: Screening for Depression and Follow-up Plan” patients not between the age of 12-16 will be excluded if you use the PHQ9M screening.
How do I use it?
Upon upgrade, these changes will be available as outlined above.