Contact Management in OP14 April 23rd, 2015

Transcription

Contact Management in OP14 April 23rd, 2015
2015 User Conference
Contact Management in OP 14
April 23rd, 2015
April 24th, 2015
Presented by:
Jen Novakovich
PM/EHR Trainer
EHR Session
Objectives
❏ Merging duplicate Contacts
❏ Update and Identify Contacts in OP
❏ Add additional Contact roles/reasons
❏ Identify where in OP Contacts are utilized
❏ Review how family is defined in OP
2015 Office Practicum User Conference
Survey
Have You Upgraded to OP 14?
❏ Yes
❏ No
2015 Office Practicum User Conference
Merging Contacts
Does your office have
duplicate contacts in
your system?
2015 Office Practicum User Conference
Merging Contacts
2015 Office Practicum User Conference
Let’s
Try It!
2015 Office Practicum User Conference
Patient Contacts
Where do we start?
Registration:
Obtaining EVERY patient’s Contact information
is crucial. Also, obtaining correct Contact
information is valuable for all aspects of Office
Practicum and it all starts with your front desk.
2015 Office Practicum User Conference
Patient Contacts
2015 Office Practicum User Conference
Reconciling Contact Manager
Preventing Duplicates:
❏ Use the Add button
❏ Displays Contacts with same or similar last name
❏ Search if Contact has different last name
❏ Click Green Plus Sign or say Yes to pop up to
create new contact
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Adding Contacts
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Let’s
Try It!
2015 Office Practicum User Conference
Reconciling Contact Manager
Adding Roles:
Utilities > Manage Codes> Coded Values
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Let’s
Try It!
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Sorting Contacts
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Sorting Contacts
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Sorting Contacts
The Results
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Let’s
Try It!
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Inactivating a Contact
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Inactivating a Contact
The Results
FYI:
To “ReActivate” a
Contact you
simply
remove the
End Date
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Let’s
Try It!
2015 Office Practicum User Conference
Removing a Contact
2015 Office Practicum User Conference
Removing a Contact
The Results
By removing
your contact
it is gone for
good.
2015 Office Practicum User Conference
Let’s
Try It!
2015 Office Practicum User Conference
Contacts and the Patient Portal
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Contacts and Meaningful Use
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How is a Family defined in OP?
2015 Office Practicum User Conference
How is a Family defined in OP?
Social Family:
People whom you live with/interact with
Register
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Contacts
How is a Family defined in OP?
Financial Family:
People who are financially
responsible for you
Insurance
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Guarantor
How is a Family defined in OP?
Genetic Family:
People with which you share genes
Register
Contacts
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Role
Family History
Documenting Genetic Parents for New Patients
❏ If you permit, front desk may be making this initial
decision, but be sure they understand the implications
❏ You can always fix it when you pull up the family history
❏ Exception: This question is not asked when adoption is
already documented on perinatal history
2015 Office Practicum User Conference
Let’s
Try It!
2015 Office Practicum User Conference
Pre-update History Checklist:
Haven’t update to OP 14 yet? Here are some
things you can do in preparation:
Patient Register:
❏ Review contacts to ensure correct relationships
❏ Confirm Resides With is correct for all Contacts
❏ Select Guarantors for each sibling on Insurance Tab
❏ Merge duplicate Contacts
2015 Office Practicum User Conference
Questions
?
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We want your feedback!
2015 Office Practicum User Conference