(Last Updated On: February 15, 2024)

Here are some of the main highlights in ChartMaker® Medical Suite 2022.1 (file version 6.7.8). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Clinical: Order Procedure dialog, Reports > Vaccine Inventory.
Practice Manager: Administration > Code Tables > Codes, Administration > Transaction Tables > Procedure > Immunization button, Add-Ins > Clinical > Immunizations > Vaccine Inventory Report, Immunization Entry dialog.

What do I need to know?

The system has been updated with a new Vaccine Inventory functionality that allows you to accurately track and maintain inventory for immunization lot numbers across various storage units for facilities. The various changes made to system will be outlined below.

Practice Manager

The Code Table Selection dialog, accessed via Administration > Code Tables > Codes, has been updated with two new options: an Inventory Adjustment Reasons option that allows you to add and maintain adjustment reasons for immunization inventory, and a Vaccine Storage option that allows you to add and maintain storage units for vaccines. The inventory adjustment reasons and vaccine storage units will be used in conjunction with the updated vaccine inventory management functionality.

 

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The Immunization Manufacturers & Lot Numbers dialog (Administration > Transaction Tables > Procedure > Immunization button) has been updated with an Inventory section that allows you to add and maintain immunization inventory for an immunization lot record and associate that inventory with specific vaccine storage units.

New inventory records can be added for the Vaccine Lot via the New button. In the Inventory Management dialog, you can add a Storage Unit, Reorder Point, and then in the Inventory Adjustment section you can add an Adjustment Reason, Adjustment, and Comment. The Current Quantity and New Quantity values are automatically calculated based on newly entered inventory information and when adjusting inventory when editing.

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The Manufacturers and Lot Numbers for this Procedure section, of the Immunization Entry dialog, has been updated with a Storage Unit(s) column that will display any storage unit codes that are configured for the Lot Number.

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The system has been updated with a new Vaccine Inventory Report (accessed via Add-Ins > Clinical > Immunizations > Vaccine Inventory Report), that allows you to easily view inventory for all vaccine lots configured in the system without having to access each procedure to view the inventory information. The report will default to display Immunization, CPT Code, Manufacturer, Lot #, Expiration, Funding, Storage, Quantity, and Reorder Point for each storage unit associated with an active vaccine lot number. All column headings are sortable by clicking the specific column heading you want to sort by, and you can also select a specific Immunization, CPT Code, Manufacturer, Lot #, Funding, and/or Storage unit via the corresponding drop-down list.

Likewise, you have the option to view Immunizations that need to be reordered and/or Include expired immunization lots, by checking the corresponding options at the bottom of the screen. When Quantities are below the Reorder point, they will appear in red. When the Include expired immunization lots option is checked, expired vaccine lots will also appear in red.

Clicking the Refresh button will query the system and display any newly added or modified vaccine information, and clicking the Save Report button will save the currently configured report as a PDF file. When printing the report any items displayed in red on the screen will appear in boldface in the printed report.

 

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Clinical

The Manufacturers and Lot Numbers for this Procedure section, of the Order Procedure dialog, when an immunization procedure is being entered, has been updated with a Storage Unit(s) column that will display any storage unit codes that are configured for the Lot Number.

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The system has been updated with a new Vaccine Inventory Report (accessed via Reports > Vaccine Inventory), that allows you to easily view inventory for all vaccine lots configured in the system without having to access each procedure to view the inventory information. The report will default to display Immunization, CPT Code, Manufacturer, Lot #, Expiration, Funding, Storage, Quantity, and Reorder Point for each storage unit associated with an active vaccine lot number. All column headings are sortable by clicking the specific column heading you want to sort by, and you can also select a specific Immunization, CPT Code, Manufacturer, Lot #, Funding, and/or Storage unit via the corresponding drop-down list.

Likewise, you have the option to view Immunizations that need to be reordered and/or Include expired immunization lots, by checking the corresponding options at the bottom of the screen. When Quantities are below the Reorder point, they will appear in red. When the Include expired immunization lots option is checked, expired vaccine lots will also appear in red.

Clicking the Refresh button will query the system and display any newly added or modified vaccine information, and clicking the Save Report button will save the currently configured report as a PDF file. When printing the report any items displayed in red on the screen will appear in boldface in the printed report.

How do I use it?

Upon upgrade, these changes will be available as outlined above.

Where can I find it?

Clinical: Add-Ins > Month End Operations

What do I need to know?

The Month End Operations dialoghas been updated with a Reset Month End Total button that allows users with administration rights to roll-back the month end date to the previous month end date for selected practices. To reset the month end to the previous month end date, simply select the applicable Practice, and then click the Reset Month End Total button.

 

After the Reset Month End Total button is clicked, a Reset Month End confirmation dialog will appear outlining the change. After clicking the Continue button the system will reset the month end for the selected practices and the previous month end date will then appear in the Previous ME Date column next to the selected practices. This process can be repeated if you need to reset the month end date for a practice for multiple months.

How do I use it?

Upon upgrade, these changes will be available as outlined above.

Where can I find it?

Clinical: Document Import notes – Reconcile

What do I need to know?

To provide a visual cue that the clinical information reconciliation was performed for Document Import notes, the system has been updated so that after reconciling the clinical information for Document Import notes, via the Clinical Information Reconciliation (CIR) dialog, the system will display, “Clinical information reconciliation was performed,” in the note output next to the Reconcile button.

Likewise, if there is no clinical information to reconcile, after the No Information pop-up message has been acknowledged, the system will display, “Clinical information reconciliation was performed,” in the note output next to the Reconcile button.

 

How do I use it?

Upon upgrade, these changes will be available as outlined above.

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