ChartMaker® 2022.1 Software Release 6.7.2
Here are some of the main highlights in ChartMaker® Medical Suite 2022.1 (file version 6.7.2). To read a full list of enhancements, view the Release Notes.
Where can I find it?
Clinical: To-Do > Direct Messaging > Send New Message
What do I need to know?
The Export Patient Data dialog, that is accessed via Generated and Attach CDA button in the New Direct Message dialog, has been updated to allow you to attach for export an episodic CDA document for specific chart notes via the Export By Note option. This functionality works in a similar manner as when manually exporting patient data via Chart > Export > Patient Data. In the Note Selection field, you can choose the specific chart note that you want to use when exporting, and in the Document Type you can select the type of document you want to export. The options available in the Document Type field (Consultation Note, Discharge Summary, History and Physical Note, Lab Report, Note Summary, Procedure Note, Progress Note, Referral Summary, Pathology Report, and Radiology Report) have been updated to correspond to those Document Types selected in Note Header of the chart note. Also, when a note has a document type configured, that document type will default in the Document Type field when that note is selected. If there are multiple document types configured for a chart note, then the system will default the alphabetical first type. You can modify the Document Type as needed.
Additionally, the Exported By selection options (Note and Date Range) have been moved to the bottom of the screen, and when the Export By Date Range option is selected, the Open Referrals field has been removed.
How do I use it?
Upon upgrade, this functionality will be available as outlined above.
Where can I find it?
Clinical: The To-Do List, To-Do > View To-Do List
What do I need to know?
The Direct Message Import dialog has been updated with a Delete To-Do List Message option, that allows you to determine whether the to-do list message is automatically deleted after the import. This option will default to be checked and active when entering the Direct Message Import dialog, and works whether importing the message, a CDA, or other attached documents. After the OK button is clicked, the system will delete the to-do list item. If the Cancel button is clicked in the Direct Message Import dialog, the to-do list item will not be deleted. Likewise, if there is an error during the import, the to-do list item will also not be deleted.
How do I use it?
Upon upgrade, this functionality will be available as outlined above.
Where can I find it?
Clinical: Chart > Export > Patient Data
What do I need to know?
The Export Patient Data dialog (accessed via Chart > Export > Patient Data), has been redesigned so that the Exported By selection options (Note and Date Range) have been moved to the bottom of the screen. Likewise, when the Export By Note option is selected, in the Note Selection field, you can choose the specific chart note that you want to use when exporting, and in the Document Type you can select the type of document you want to export. The options available in the Document Type field (Consultation Note, Discharge Summary, History and Physical Note, Lab Report, Note Summary, Procedure Note, Progress Note, Referral Summary, Pathology Report, and Radiology Report) have been updated to correspond to those Document Types selected in Note Header of the chart note. Also, when a note has a document type configured, that document type will default in the Document Type field when that note is selected. If there are multiple document types configured for a chart note, then the system will default the alphabetical first type. You can then modify the Document Type as needed.
How do I use it?
Upon upgrade, this functionality will be available as outlined above.
Where can I find it?
Clinical: Chart > Medication Prior Authorization > View Worklist/User Management
Facesheet: Chart > Medication Prior Authorization > View Worklist/Update Status/Clear ePA Status
What do I need to know?
The system has been updated so that when viewing the work list for ePA (Chart > Medication Prior Authorization > View Worklist; or via the Facesheet menu, EPA Status > View Worklist), the user’s default internet browser (Chrome, Firefox, Microsoft Edge) will open and display the worklist and a new pop-up message will appear outlining that you accessing the ePA worklist outside of Clinical and you can click the Update ePA Status button when finished making changes to update the patient facesheet. Do note, that if you close out this dialog you can perform this same process via the facesheet menu, ePA Status > Update Status, for the applicable medication.
In addition, the menu options to access the ePA worklist and update ePA status have been updated and/or created. The Chart > Medication Prior Authorization > Check Status menu has been updated to Chart > Medication Prior Authorization > View Worklist, and the Chart > Medication Prior Authorization > Management menu has been updated to Chart > Medication Prior Authorization > User Management. The facesheet menu has also been updated, the Open ePA Status dialog option has changed to ePA Status > View Worklist. Likewise, there is now an ePA Status > Update Status option and an ePA Status > Clear ePA Status option via the facesheet menu.
Clicking the Update Status option retrieves the current ePA status from Surescripts and updates the facesheet with the corresponding status. Clicking the Clear ePA Status allows you to clear the current ePA status from the facesheet in cases where the authorization was handled outside of the program. When either of these two options are selected the system will track these changes in the audit trail.
Chart Menu:
Facesheet Menu:
How do I use it?
Upon upgrade, this functionality will be available as outlined above.
Where can I find it?
Clinical: Chart > Specialty Patient Enrollment
Facesheet: SPO Status > View Worklist/Update Status
What do I need to know?
The system has been updated so that when viewing the work list for SPO (Chart > Special Patient Enrollment; or via the Facesheet menu, SPO Status > View Worklist), the user’s default internet browser (Chrome, Firefox, Microsoft Edge) will open and display the worklist and a new pop-up message will appear outlining that you accessing the SPO worklist outside of Clinical and you can click the Update SPO Status button when finished making changes to update the patient facesheet. Do note, that if you close out this dialog you can perform this same process via the facesheet menu, SPO Status > Update Status, for the applicable medication.
In addition, the facesheet menu option to access the SPO worklist and update SPO status have been updated and/or created. The Open SPO Status dialog option has changed to SPO Status > View Worklist. Likewise, there is now an SPO Status > Update Status option via the facesheet menu. licking the Update Status option retrieves the current SPO status from Surescripts and updates the facesheet with the corresponding status.
How do I use it?
Upon upgrade, this functionality will be available as outlined above.