ChartMaker® 2016 Software Release 6.1.7
Where can I find it?
To Do List (Practice Manager and Clinical)
What do I need to know?
The new To Do List notification will serve as a confirmation that Electronic Patient Statements (EPS) were sent successfully. A notification is also generated if the batch was not successfully created.
How do I use it?
These notifications will happen automatically and will be displayed on the To Do List of the user that created the batch.
Where can I find it?
Practice Manager > Documents tab > Face Sheet > Face Sheet – Meaningful Use
What do I need to know?
The Meaningful Use Facesheet will now properly print the patient’s zip code in the Patient Demographic section whereas in previous versions it was not.
How do I use it?
The zip code will automatically be displayed. No user intervention is needed to see this change.
Where can I find it?
Login Dialog (Practice Manager and Clinical)
What do I need to know?
Each time the login screen appears we will display text that describes a feature available in the ChartMaker® Medical Suite. These messages may relate to new product features, industry news or tips and tricks when using the product. We will update them on a regular basis.
How do I use it?
These messages will appear automatically. No user intervention is necessary (beyond reading them!). 😉
Where can I find it?
Practice Manager > Patient tab > More Patient
Clinical> ID tab > Additional Info
What do I need to know?
We have added the option to document a patient’s sexual orientation. You will only be allowed to select one option for sexual orientation and the applicable SNOMED code will be documented once you do.
Your options for sexual orientation include:
We have also expanded the Gender field to include more options, which can be multi-selected. Gender is meant to be the gender in which the patient currently identifies with, whereas Birth Sex (located on the Patient tab in Practice Manager and the ID tab in Clinical) is meant to be the gender in which they were born. The applicable SNOMED code(s) will be documented once a selection is made.
Your options for gender identity include:
How do I use it?
You may want to consider updating your office forms to include this information. Upon upgrade, you will be able to document this information within ChartMaker® Medical Suite.
In this release you will only see the data entry fields for sexual orientation and gender. Reports (CCDA, etc) and Template Editor (Lookup Fields) have not been updated at this time.
Where can I find it?
Practice Manager: Patient tab
Clinical: ID tab
What do I need to know?
The “Middle" field will now allow you to capture the patient's full middle name instead of just an initial. In Practice Manager the field will be labeled "Middle" and in Clinical it will be named “Middle Name”, however a full middle name can be entered in either.
No changes were made to printable documents (except the CCDA). The Template Editor “Lookup Field” was re-labeled to Middle Name however due to spacing limitation it will still only print the initial.
How do I use it?
There is no user intervention in order to see this change. Upon upgrade, the middle initial will be saved and you will have the option to add to the field if you prefer to do so.
Where can I find it?
Diagnosis Search in Practice Manager and Clinical
What do I need to know?
We updated the ICD-10 database with the latest 2017 codes available from the CDC. Also to note, there is now a “Code Set” dropdown in the Diagnosis Search dialog which will allow you to select the date of the file. Your options will be the Code Set from Oct 1st 2014 through Sept 30 2016 OR the Code Set from Oct 1 2016 through Sept 30 2017 (new data) OR all.
We added the ability to search by Code Set in case you are editing a charge with a DOS prior to 10/1/16, you will be able to find the correct code. Or, if you want to update your templates ahead of time with codes that aren’t effective until 10/1/16 you can.
How do I use it?
No user intervention is needed to see this change.
If you are searching for a diagnosis through the Charges dialog, the dialog will automatically narrow your results based on the service start date that was entered. If you are searching for a diagnosis through a Clinical Note, the dialog will narrow your results based on the Note Date selected. All other ICD-10 search dialogs will use the current date or today’s date.
Where can I find it?
Patient's Chart
What do I need to know?
When importing a Direct Message with an embedded/attached PDF, we will now pull out the embedded PDF, and treat it as an additional attachment for import.
Essentially there will be two files saved to the patient’s chart now – the CCDA, which will have a message at the bottom indicating that this file contained an embedded PDF, and a separate PDF, which is treated as an external file.
Attached PDF Chart Note:
How do I use it?
After selecting "Import into chart" from the Direct Message dialog, you will be presented with a dialog allowing you to select the patient as well as the PDF for attachment. If PDF was selected to be saved as an attachment, the CCDA chart note as well as the PDF chart note will automatically be created in the patient's chart.
Where can I find it?
Clinical: Order Procedure dialog and the Chart menu
What do I need to know?
We now have the option to print labels that can be placed on specimen bottles for things such as blood samples or other lab specimens. The option will be available in the Order Procedure dialog, or through the Chart Menu within the chart (see below).
The option will only be available for procedures configured as “Labs” or “Tests” through the Order Procedure dialog.
The option accessible through the Chart menu will be available at all times – no matter whether a procedure has been selected through a note or not. Labels are not connected to a specific order.
Specimen labels can only be printed using a DYMO printer. The label will print the Collected Date and Time, the patient's First and Last Name as well as their Date of Birth.
Order Procedure Dialog:
Chart Menu:
How do I use it?
Configure the DYMO printer on each workstation you would like to print labels. From within the Order Procedure dialog (or the Chart menu), click "Print Specimen Labels". Select the applicable DYMO printer from the dropdown as well as the desired number of labels (max 9). Click "Print" to complete the process.
Where can I find it?
Clinical: Facesheet (right-click a diagnosis)
What do I need to know?
We now have the ability to view the SNOMEDs that are attached to a diagnosis directly from the Facesheet, by right-clicking on the diagnosis. If there are multiple SNOMEDs attached, they will all be displayed. This feature was incorporated so you no longer need to access a chart note and the diagnosis widget to see this information.
How do I use it?
Right-click on the diagnosis from the Clinical Facesheet. The attached SNOMED or list of SNOMEDs will be displayed below the diagnosis code.
To modify the SNOMED, open a chart note and edit the diagnosis through a Diagnosis Checklist.
Where can I find it?
Clinical: Chart Note
What do I need to know?
In order to meet the 2015 version of NQF-0028 - Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention, we needed to update the Smoking Widget dialog.
Beyond adding additional questions, we have also started saving additional LOINC codes to some of the existing questions.
Questions added or moved:
The last two checkboxes for Tobacco Use Screening Not Performed will fulfill exclusion requirements that are part of the measure.
How do I use it?
In a chart note, click the "Smoking History" widget to open the dialog. Enter applicable information and click "OK" to save your changes.
Where can I find it?
Clinical: Reports > Meaningful Use… > Dashboard
What do I need to know?
The first change was to the Secure Messaging measure. For Stage 1 and 2 for 2016, the measure has been updated and our dashboard will now reflect this change.
The measure states:
For an EHR reporting period in 2016, at least 1 patient (or patient representative) seen by the EP during the EHR reporting period, was sent a secure message using the electronic messaging function of the CEHRT during the EHR reporting period.
Keep in mind that the measure previously stated that the patient had to send a message, and now it requires the provider to send the message. This includes messages originating from the provider – either new OR in response to a patient message.
The other change to this measure is the threshold or goal. The new “Goal” is 1 patient, which is highlighted in the screenshot below.
The measure will still show Numerator and Denominator counts but it in order to meet the measure you are only required to have a count of 1 in the Numerator. The Result column will show the same count as the Numerator and be green if the value is 1 or more (indicating you have met the goal).
We have also updated 9 of the CQMs to accommodate for changes in the July 2015 version which is applicable to attestation year 2016. Not all of these measures have differences from the last release however since we were parsing a new file, they were updated on the dashboard.
The measures that had changes are marked with an asterisk and are bolded:
How do I use it?
Neither of these changes require intervention on the user's part in order for them to be displayed, however be aware of the measure requirement changes for the Secure Messaging objective.
Where can I find it?
Clinical: Chart Note
What do I need to know?
We have made several changes to the Vitals widget accessed within a chart note, with the first being the addition of the change in last Height or Length.
This is similar functionality to what we already display for Weight. The system will now look for any previous notes that include data entered on Height or Length and calculate the loss or gain since the most recent visit. It will then display that information, including note date, in the Vitals dialog as well as the chart note. The text will output in the chart note by default and you cannot modify this setting.
Vitals Widget:
Chart Note:
Next, we have added a second Pulse field to allow a user to collect multiple Pulse values in one note. This addition will aid in entering data for exclusionary purposes for the Clinical Quality Measure (CQM) for Heart Failure: Beta-Blocker Therapy for LVSD (NQF 0083 or CMS 0144).
Also in relation to a CQM requirement, we have removed the option to edit the Position for Blood Pressure and have limited the options to Sitting, Standing and Lying. The Position dropdown will default to "Sitting" and a SNOMED code will only be documented when the Position of Sitting is selected. This was implemented because the CQM (Hypertension: Improvement in Blood Pressure [CMS 0065]) states the Blood Pressure should only count for numerator fulfillment if it was in a Sitting position.
If a user selected a custom Position in a previous note, it will still display when viewing that old note, however going forward you will only be able to select from the 3 options mentioned above.
For Blood Pressures taken prior to this change that didn't have a Position documented, we will set it to Sitting so you can receive credit for legacy data.
Lastly, several changes were made to the BMI section. First, we have removed the “Follow up plan documented” option from the main dialog and have added an "Options" button in this area instead.
Within the Options dialog, you will see the “Follow up plan documented” checkbox. This checkbox will only be available for selection if you have entered Height/Length and Weight in this chart note. When selected, the applicable SNOMED code will automatically be documented in the chart as well.
If Height/Length and Weight have not been entered, you will now have two additional options that can be documented as to why this data was not collected - BMI not done for medical or other reason or BMI refused by patient.
These options will fulfill the exclusion or exception cases for the CQM related to BMI Screening and Follow Up (NQF 0421 or CMS 0069) and the applicable SNOMED and LOINC codes will be documented when they are selected.
Finally, options to account for the CQM related to Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents (NQF 0024 or CMS 0155) were added to allow the user to document the information without having to manually add procedure codes or text to their note.
The new options are Provided counseling for nutrition and Provided counseling for physical activity. When either option is selected the applicable SNOMED and LOINC codes will automatically be documented in the chart.
How do I use it?
Upon upgrade, the user will see the new options available in the Vitals widget. To receive credit for quality reporting purposes, be sure to enter all applicable information through these new options.
Where can I find it?
Clinical: Prescribe Medication and Preferences
What do I need to know?
Since there are times when patients are not present when prescribing a medication or times when you are just entering pre-existing medications and we really don’t want patient savings materials printing out, we added a checkbox preference to the Prescribe Medication dialog and the Confirm Prescription dialog to allow you to turn off printing.
The "Print patient prescription savings materials" checkbox will be checked by default for all medications, even if you have disabled it in a previous prescription.
If you unselect the Started field (indicating this is a pre-existing medication), the checkbox for “Print patient prescription savings materials” will automatically be unselected as well.
We also added an option to the Preferences dialog to accommodate cases where medications are prescribed or renewed through the Facesheet. Since many times renewals without the patient present are done through the Facesheet, we are giving you the option to default the print feature as turned off when the process is initiated in this manner.
When "Print prescription savings material when prescribing from the Facesheet" is unchecked, the checkbox for "Print patient prescription savings materials" on the Prescribe Medication (and Confirm Prescription) dialog will automatically be unselected.
This preference will be checked by default and the user will have to uncheck it if they do not want to print patient savings materials when going through the Facesheet.
How do I use it?
To disable the option to print patient savings materials when prescribing from the Facesheet, go to Edit > Preferences and click the Prescription tab. Uncheck the option for "Print prescription savings material when prescribing from the Facesheet". Then click "Set" and "OK" to save your changes.
To disable printing patient savings materials when prescribing a medication through a chart note, uncheck "Print patient prescription savings materials" from the Prescribe Medication or the Confirm Prescription dialog.
Where can I find it?
Clinical: Results Note and Preferences
What do I need to know?
In order to allow for signing of multiple Results (labs, images, etc.) more easily, we have added logic that will group them together so the signing process can be done in less clicks.
The results must come from the same vendor and have the same collected date in order for this process to work.
In order to take advantage of this addition, you must turn on the Preference in the Signing tab to “Allow Group Signing of Results”. This preference will be turned on by default upon upgrade.
Then whenever a group of results comes in, matching on vendor and collected date, they will be grouped.
In the chart note, you will see new buttons at the top, which allow you to scroll through the grouped results by clicking “Previous” or “Next Result”. It will also display which number result you are viewing and how many are in the group.
When you click “Sign” on any one of the grouped results, it will take you to a dialog with all the viewed results checked off, ready to sign.
Keep in mind that if a result has not been viewed, you will not be able to sign it. Unviewed labs will be marked with an asterisk.
Once you click “Sign” on this dialog, it will sign all the results that were checked off and remove the reminders from your To Do List.
The process of unsigning a result is still done on an individual basis.
How do I use it?
To enable the option to allow group signing of results, go to Edit > Preferences and click the Signing tab. Check the option for "Allow Group Signing of Results". Then click "Set" and "OK" to save your changes.
To sign multiple results at a time, first make sure you view all the results. Then click the "Sign" icon or go to the Note menu and select "Sign". Check the box next to the results you want to sign and click "Sign" once again.
Where can I find it?
Clinical: Prescribe Medication Dialog and To Do List
What do I need to know?
Several changes were made to the ePA process to make the workflow more user friendly. First, we have removed the ePA required status if you are prescribing a pre-existing medication (Started field is unchecked). Since the medication is not intended to be prescribed, the ePA approval process is not necessary.
Next, we added the ability to override the ePA process if the Formulary tells us that ePA is required. Previously, the Override button was only present if ePA was NOT required. This will be helpful in situations where the selected medication is displaying as ePA required, however you are sure that ePA is not required for this particular medication/patient.
Lastly, we have addressed the issue of too many ePA messages cluttering a user’s To Do List.
Messages that require intervention were generally fine, however when the ePA is completed, the To-Do List messages remained for everyone else that received the message, causing confusion as to whether the ePA actually still needed to be addressed or not.
We decided to programmatically removing some of the messages after a new status arrives for that ePA message.
Now, when an ePA request changes to a pending or final status, we will delete all previous To-Do List items associated with that ePA item from all user's To-Do Lists.
When an ePA medication is prescribed, it will delete all previous To-Do List items associated with that ePA medication unless the ePA denied status is because the medication was "ePA is not required".
How do I use it?
In order to override a medication that is showing as "ePA is required", click the "Override?" button. This will remove the ePA designation and allow you to proceed without ePA being checked. The other changes mentioned above do not require user intervention in order to utilize the functionality.