ChartMaker® 2022.1 Software Release 6.7.0

Where can I find it?

Clinical: Chart > ChartMaker API > Patient Administration
Chart > ChartMaker API > Provider Administration
Chart > ChartMaker API > Third-Party Administration
Chart > ChartMaker API > Connect to External Application
Facesheet > Patient Access
Practice Manager: Patient > Patient Access

What do I need to know?

The system has been updated with a totally redesigned ChartMaker^® API that allows the sharing of patient clinical data with third-party applications per the requirements outlined in the 21st Century Cures Act. To support this new feature, a new STI Data Transfer Service and STITransferData database will be installed upon upgrade. Likewise, new registration and administration areas have been created allowing you to maintain access for patients, providers, and third-party applications. Once the registration process is completed, the system will begin process of exporting applicable clinical data for the patients to be shared with the authorized third-party apps. Registration information for the API, as well as the patient data exported, will be tracked in the Audit Trail.

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Patient Administration

A new Patient ChartMaker API Administration dialog (accessed via Chart > ChartMaker API > Patient Administration) has been created allowing you to register patients for the ChartMaker^® API. In the Patient Registration tab, you can create a New registration, Resend an enrollment notification for a patient, Cancel the registration for a patient, and Refresh the list of pending registrations.

To register a patient for the ChartMaker^® API, in the Patient Registration tab, click the New button and a Register Patient dialog will appear, allowing you to search the specific patient. Once the patient is located and highlighted, their Status and Email Address will populate on the right-hand side. If they have a status of Not Registered, the Register button will be accessible; click this button to register the patient. An email message will then be sent to the patient with directions and information about completing the registration and creating an account for the API. Once their account is created, they will be able to view the approved third-party apps that they want to share their clinical data with, determine what clinical information those third-party apps can access, as well as the ability to revoke an apps access.

After a patient has completed their registration and are enrolled, they will be transferred to the Enrolled Patients tab. In the Enrolled Patients tab, you can view a patient’s Upload Status, their Upload Start Date, and Upload Completed Date. Likewise, you can also Deactivate a patient, and Refresh the list of enrolled patients.

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Provider Administration

A new Provider ChartMaker API Administration dialog (accessed via Chart > ChartMaker API > Provider Administration) has been created allowing you to register providers for the ChartMaker^® API. In the Provider Registration tab, you can create a New registration, Resend an enrollment notification for a provider, Cancel the registration for a provider, and Refresh the list of pending registrations.

To register a provider for the ChartMaker^® API, in the Provider Registration tab, click the New button and a New Provider Registration dialog will appear, allowing you to Select a User. Once the provider is located and highlighted, they will appear in the User Selected field. You can then enter their Email Address, and then click the Send button. An email message will then be sent to the email address with directions and information about completing the registration. The provider will then be able to create an account for the API, and once their account is created, they will be able to view the approved third-party apps that they want to share their clinical data with, determine what clinical information those third-party apps can access, as well as the ability to revoke an apps access.

After a provider has completed their registration and are enrolled, they will be transferred to the Enrolled Providers tab. In the Enrolled Patients tab, you can view a provider’s Upload Status, their Upload Start Date, and Upload Completed Date. Likewise, you can also Deactivate a provider, Refresh the list of enrolled providers, and Upload Initial Data for the provider.

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Third-Party Administration

A new Third-Party ChartMaker API Administration dialog (accessed via Chart > ChartMaker API > Third-Party Administration) has been created allowing you to administer third-party companies for the ChartMaker^® API. The Authorized Third-Parties tab will display the approved third-party applications, along with their Date Authorized, Upload Status, their Upload Start Date, and Upload Completed Date. You can Reactivate and Deactivate third-party apps, Refresh the list of authorized apps, and Upload Initial Data for a third-party app.

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Connect to External Application

A new Connect to External Application dialog (accessed via Chart > ChartMaker API > Connect to External Application) has been created allowing you to search for and select a patient, then enter an External Application Connection URL, and then click the Launch Application button to view their patient data via the external applications site.

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Patient Access

With the implementation of the updated ChartMaker^® API, the Patient Access dialog has been updated to reflect the changes regarding how the patient is enabled and registered for the API. To this end, the ChartMaker^® PatientPortal section of the dialog, previously PatientPortal account settings section, contains the options to authorize the patient for the PatientPortal, as well as options to exclude unsigned results and to disable the sending of notes, labs, and scans when signing for the PatientPortal. These latter two options no longer pertain to the API, and the various warning message when these two options are selected have been updated to this end.

The ChartMaker^® API section, previously the API Access section, has been updated to enable information about the ChartMaker^® API to be sent to, or printed for, the patient. An authentication code is no longer generated. Patients will need to register for the API in the Patient ChartMaker^® API Administration screen (accessed via Chart > ChartMaker^® API > Patient Administration). Also, the Status Legend has been updated regarding the suspended status, as it only applies to the PatientPortal now.

How do I use it?

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

Where can I find it?

Clinical: Reports > MIPS Dashboard

What do I need to know?

The system has been updated so that whenever certain changes are made in the MIPS Dashboard Configuration dialog, the previous Quality measure calculation will not clear and reset, allowing you to make certain changes in the dialog without losing previous selections and results for the Quality measure.

Whenever changes are made to the Promoting Interoperability Measure Selection, Promoting Interoperability Exemption, Promoting Interoperability Exclusions, Quality Reporting (changing radio button options only), Improvement Activity, Cost Case Minimums, PCF Identifier, Configuration Name, Performance period, Eligible clinicians, Practice, and/or Facility areas, the Quality measure selections and results will be kept as previously selected and calculated.

Whenever a change is made to the Number of measures reported through STI Quality reporting registry field in the Quality Reporting section, the system will clear the selected Quality measure and results, and they will need to be reselected and recalculated.

Likewise, whenever changes are made to the Promoting Interoperability Measure Selection, Promoting Interoperability Exemption, Promoting Interoperability Exclusions, Reporting period, Eligible clinicians, Practice, and/or Facility areas, as well as the Number of measures reported through STI Quality reporting registry value within the Quality Reporting section, whenever those changes are saved, a pop-up message will appear stating, “Due to certain configuration changes you will have to recalculate your current MIPS results to get the most accurate results.”

How do I use it?

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

Where can I find it?

Clinical: Edit > Preferences

What do I need to know?

The Order Procedure Screen section of the Procedures tab, in the Preferences dialog, has been updated with a new Allow selection of all chart diagnoses preference that allows you to determine whether all chart diagnoses can select in the Procedure Diagnoses section of the Order Procedure dialog, and in the Charge Items/Review Charges dialog; or if only those diagnoses that were added, noted, inactivated, or reactivated in the current note can be selected. The When the Allow selection of all chart diagnoses preference will be unchecked by default and only added or noted diagnoses will be able to be selected in the Order Procedure and Charge Items dialogs. When this preference is checked and active, any chart diagnosis will be available in the drop-down list for selection.

Likewise, the Auto-populate note diagnoses label has been renamed, it was labelled Auto-populate ‘Procedure Diagnoses’ Section in previous versions.

In addition, the AUC URL and CDSM Name fields have been removed from the Procedures tab and have moved to the Orders/Order Sets tab.

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The Charges section of the Procedures tab, in the Preferences dialog, has been updated with a new Send charges to Practice Manager when signing a note preference that will default to inactive (not selected). In addition, the Do not allow billing provider selection option has been renamed Do not allow billing provider selection from Charge Items screen.

When the Send charges to Practice Manager when signing a note preference is active (checked/selected), the system will not allow you to send charges via the Chart Items screen when the note is unsigned. When the note is unsigned, the Note menu will display a Review Charges option (Note > Review Charges), instead of the Charge Items option, and clicking the Review Charges menu option will open a Review Charges dialog. The Review Charges dialog will display the same information as the Charge Items dialog; however, you are only able to edit the Billable Units and Diagnoses, and then Save that information. You cannot send information to Practice Manager via the Review Charges dialog.

Upon signing the note, the Charge Items dialog will automatically appear if there are billable charges, with any previous changes made in the Review Charges dialog included, and you can now modify Provider, Billing Provider (if applicable), Referral, Billing Units, and Diagnoses as needed, and then Send Charges. Do note, if you click the Cancel button in the Charge Items dialog, a pop-up message will appear indicating, “You have chosen not to send charges to Practice Manager for this note. Would you also like to cancel the signing process?” If you click Yes, the not will remain unsigned and you are able to make changes. If you click No, the note will be signed, and no charges will be sent to Practice Manager. Also, if additional billable procedures need to be added after the note is signed, you will need to unsign the note, add the additional procedures, resign the note, and then send those procedures when presented with the Charge Items dialog.

How do I use it?

Upon upgrade, this option will be available as outlined above. Simply, select the applicable options, and then click the Save button.