(Last Updated On: November 22, 2024)

Here are some of the main highlights in ChartMaker® Medical Suite 2022.1 (file version 6.8.3). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Practice Manager: Appointment > Check-In Status, Appointment > Schedule Appointment

What do I need to know?

The menu when right-clicking on an appointment in the Check-In List of the Check-In Status tab of the Appointment screen has been updated with a Check Eligibility and a View Eligibility option, allowing you to check and view eligibility for a patient. When the Check Eligibility option is selected, the system will submit an eligibility request for the patient and when the query is returned will populate the eligibility information in the applicable areas. The View Eligibility option will be grayed out if eligibility has never been retrieved for the patient, or if the eligibility file has been deleted. When the View Eligibility option is active and selected, a Report View dialog will appear and display the eligibility information for the patient.

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The Schedule Appointment tab of the Appointment screen has been updated with a new Show Eligibility option, that will, when checked (activated), display the eligibility status for applicable patients.

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The menu when right-clicking on a scheduled appointment in the Schedule Appointment tab of the Appointment screen has been updated with a Check Eligibility and a View Eligibility option, allowing you to check and view eligibility for a patient. When the Check Eligibility option is selected, the system will submit an eligibility request for the patient and when the query is returned will populate the eligibility information in the applicable areas. The View Eligibility option will be grayed out if eligibility has never been retrieved for the patient, or if the eligibility file has been deleted. When the View Eligibility option is active and selected, a Report View dialog will appear and display the eligibility information for the patient.

How do I use it?

Upon upgrade, if enrolled and configured with Waystar Eligibility, these changes will be available as outlined above.

Where can I find it?

Practice Manager: Inquire > Appointments > Schedule Appointment

What do I need to know?

The system has been updated so that you can now right-click a scheduled appointment for a patient in the Scheduled view of the Appointments tab in the Inquire screen and a menu will have a Check Eligibility and a View Eligibility option, allowing you to check and view eligibility for a patient. The Check Eligibility option will be available only if the appointment is within a 48-hour window, otherwise it will be grayed out. When the Check Eligibility option is selected, the system will submit an eligibility request for the patient and when the query is returned will populate the eligibility information in the applicable areas. The View Eligibility option will be grayed out if eligibility is not current, has never been retrieved for the patient, or if the eligibility file has been deleted. When the View Eligibility option is active and selected, a Report View dialog will appear and display the eligibility information for the patient.

 

How do I use it?

Upon upgrade, if enrolled and configured with Waystar Eligibility, these changes will be available as outlined above.

Where can I find it?

Clinical: Edit > System Tables > Decision Support Interventions > DSI Rule Builder

What do I need to know?

To comply with ONC requirements, source attributes for demographic information regarding the use of race, ethnicity, language, sexual orientation, gender identity, sex, and date of birth data elements need to be added and made visible to the end user when the intervention is triggered for a patient. To adhere to this requirement, the Description for the system data points for race, ethnicity, language, sexual orientation, gender identity, sex, and date of birth have been updated with a standardized description/attribute for each of the applicable data elements. Likewise, the Description field for these date elements have been enabled, allowing users to modify the source attribute information as needed.

Whenever these data elements for race, ethnicity, language, sexual orientation, gender identity, sex, or date of birth are used in a decision support rule, when that rule is triggered, the applicable patient demographic information will appear in the new Demographic Info column of the Alert Manager. Each demographic data point description that is part of the rule logic will display in this column as well as the corresponding value for the patient.

 

How do I use it?

Upon upgrade these changes will be available as outlined above. Do note, that users will need to have Decision Support privilege to access the DSI Rule Builder.

Where can I find it?

Clinical: Edit > System Tables > Decision Support Interventions > External Applications

What do I need to know?

The system has been updated with a DSI External Applications dialog (accessed via Edit > System Tables > Decision Support Interventions > External Applications) that allows you to access and maintain Predictive Decision Support Intervention applications. To access this dialog, at least one provider needs to be configured for the ChartMaker API. If no provider in the system is configured for the ChartMaker API, when attempting to access the DIS External Applications dialog, a warning message will appear indicating that your system is not configured to access this this dialog.

If a provider is configured for the ChartMaker API, then the system will query the API for any approved applications that are tagged as Decision Support and will list them in the dialog.

 

Clicking the help button (?) in the top-right corner, displays a Predictive Decision Support Interventions dialog that provides information on what Predictive DSI is, how it is to be used, and the responsibility of practice to record and maintain the information regarding the applications, referred to as source attributes.

 

In the DSI External Applications dialog, you can click the Edit button next to an application to access the DSI External Application Information dialog that allows you to configure the 31 pDSI source attributes for the application, the URL for the application, as well as any additional attributes you wish to add.

After the DSI External Applications have been configured, they can be accessed and launched for a patient via the DSI External Application Launch dialog (accessed when in a patient’s chart via Chart > Decision Support External Applications).

In the DSI External Application Launch dialog, you can click the help button (?) in the top-right corner to display the Predictive Decision Support Interventions dialog.

In the External Application drop-down list, you can select from the configured DSI External Applications. Once the applicable external application is selected, you can click the button to the right to access the DSI External Application Information dialog to view the source attributes for the selected application. The data in the dialog will be in read-only format and cannot be modified from this screen.

Clicking the Launch External Application button will open the internet browser to the URL configured for the application and will pass the patient’s ID to the external application.

How do I use it?

Upon upgrade these changes will be available as outlined above. Do note, that users will need to have Decision Support privilege to access the DSI External Applications and DSI External Application Launch.

Where can I find it?

Clinical: Edit > System Tables > Decision Support Interventions > Usage and Feedback Report; DSI Alert Manager; Drug Interaction Alerts; Health Alerts; and Order Sets

What do I need to know?

The system has been updated with a DSI Usage & Feedback Report dialog that displays the various evidence-based interventions (Drug Interactions, Health Alerts, Order Sets, and DSI Rule Alerts) that were triggered in the system. The report will display the date and time of the intervention, the type, action taken, description, any rating and feedback, the user, the patient account number, and location. You can filter the report by date range by using the From and To date fields. Likewise, you can sort the data on any column heading, and can select to view a specific Type, Action, Rating, Feedback comment, User, Acct#, or Location by clicking the corresponding column drop-down list. You can also edit the Rating and Feedback comment for an intervention by double-clicking in the corresponding field in the applicable column. The report can be saved as a .CSV file, by clicking the Save Report button.

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The Alert Manager has been updated with a Feedback column that will become active when the corresponding checkbox in the Addressed column is checked. When active, an Enter will appear and when clicked, will open an Intervention Feedback dialog that allows you to rate the intervention and add a comment. The feedback will then be compiled and presented in the DSI Usage & Feedback Report.

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The Interactions Present dialog, accessed when prescribing a medication when there is an interaction warning, has been updated with a Provide feedback for intervention button on the bottom left that allows you to access an Intervention Feedback dialog that offers you the ability to rate the intervention for the drug interaction and add a comment. The feedback will then be compiled and presented in the DSI Usage & Feedback Report.

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The Health Alerts dialog, accessed by clicking the Health Alert button in a patient’s facesheet, has been updated with a Provide feedback for intervention button on the bottom left, that allows you to access an Intervention Feedback dialog that allows you to rate the intervention for the Health Alert and add a comment. The feedback will then be compiled and presented in the DSI Usage & Feedback Report.

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The Add to Problem List dialog, accessed when adding a diagnosis, has been updated with a Provide feedback for intervention button to the right of the Use Order Set field, that allows you to access an Intervention Feedback dialog that allows you to rate the intervention for the Order Set and add a comment. The feedback will then be compiled and presented in the DSI Usage & Feedback Report.

How do I use it?

Upon upgrade these changes will be available as outlined above. Do note, that users will need to have Decision Support privilege to access the DSI Usage & Feedback Report.

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