Medisoft Release Notes

Transcription

Title page
McKesson Practice Choice
Release Notes
Business Performance Services
October 2014
Produced in Cork, Ireland
Copyright notice
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McKesson Practice Choice is a trademark of McKesson Corporation and/or one of its
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of their respective companies.
Publication date
October 2014
Produced in Cork, Ireland
Product
Mckesson Practice ChoiceTM
Corporate address
McKesson Physician Practice Solutions
5995 Windward Parkway
Alpharetta, GA 30005
ii
McKesson Practice Choice Release Notes
Release 3.10
October 2014
Table of Contents
Table of Contents
Chapter 1 - Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Drawing on images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Chart Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Claim Scrubber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Batch Claim Scrubbing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Changes in User Management and Allergies tabs . . . . . . . . . . . . . . . . . . . . . . . . 47
Reschedule recurring appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Growth Chart printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Browser Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Immunizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
New Person window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
New Specialty Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Custom codes in encounters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Chapter 2 - Resolved Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
October 2014
Release 3.10
1
Table of Contents
2
Release 3.10
October 2014
Chapter 1 - Enhancements
Executive Summary
The McKesson Practice Choice™ team is excited to announce that on October 26, 2014 we
released the Version 3.10 update. Please see the brief release overview below.
You can access all documentation and training materials anytime in the online help.
Feature
Benefit
Drawing on
Images
You can draw shapes, add color, text, shading to images while
caring for patients. You can then send these images to Note and also
print out the Note with images.
Chart
configuration
You can order tabs to mirror the way tabs are used in your practice.
You can hide tabs that you do not use frequently and select a specific
tab to open by default in the patient chart.
Claim Scrubber
You can validate an encounter and a claim for standard and
personalized claim edits, allowing for “cleaner” claims and higher
reimbursement. In addition, you can validate claims in batches.
Users and
Allergies tab
changes
Updates have been made to the Allergies tab to allow for the future
replacement of our current e-Prescribing solution.
Reschedule
recurring
appointment
You can now reschedule recurring appointments.
Growth chart
printing
You can print a growth chart from the Vitals tab.
Immunizations
You can now send batches of immunizations to your registry.
Results
The Results smart code now appears on a separate tab.
New Person
window
There is now a streamlined New Person window.
October 2014
Release 3.10
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Drawing on images
Drawing on images
You can now draw on and annotate images saved to a patient’s chart. These could be test results,
files from other providers, anatomical images that the patient brings, or stock images that the
provider may use for all patients.
Benefits
This new functionality enables you to do the following:
• Upload images in the new Image Library (Admin view > Clinical) from your desktop or scan
them in.
• Add these images to the Documents tab during a patient encounter.
• Launch Image Editor inside the Documents tab to add shapes, color, text, shading to the
images.
• Send the updated image to Note and then print out the Note with images.
This new feature will be especially beneficial to specialists such as podiatrists, orthopedists,
physical therapists, or chiropractors as it will enable them to identify problem areas.
Images are not included in Practice Choice. Add images in the Image Library in the Admin view in
order to access them during a patient encounter.
You can upload the following image formats in the Image Library: jpg, jpeg, png.
This feature is available for all practices. You must have Clinical/Provider/All Access rights to use
this feature.
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Release 3.10
October 2014
Workflow
Workflow
The following workflow gives details for using the drawing on images functionality.
Figure 1. Workflow
October 2014
Release 3.10
3
New Image Library tab in Admin view
The Image Library enables you to upload images, Later, in a patient encounter, you can add these
images to the Documents tab and draw/annotate on them, send them to Note, etc.
In Admin view, choose Clinical, and then select the new Image Library tab. You can upload images
in two ways:
• Scan an image into the system, or
• Add image from your desktop.
The Image Library is blank when you open it the first time. You can add as many images as you
want.
Figure 2. Image library tab
The following table describes the fields and buttons.
4
Element
Description
Scan Image
Click this button on top to open the Scan new Document window
and scan in images.
Add Image
Click this button on top to open the Add New Image window. You
can add images from your desktop.
Image Name
This column displays the name of the image.
Date Added
This column displays the date image was saved by the user.
Added by
This column displays the name of the user who created the
image.
Edit
Click the
icon button to open the Edit Image window. Make
changes to the image as necessary.
Delete
Click the
icon button to delete an image from the Image
Library. Select Yes in the warning message pop-up to confirm
deletion.
Release 3.10
October 2014
Add images from your desktop in the Image Library
You can add images from your desktop in the Image Library.
While adding images, you can create tags for an image. Later in a patient’s chart, you can search
for any of these distinctive tags or a combination of these tags to find an image easily.
You can upload the following image formats: jpg, jpeg, png.
Steps
1. Click the Add Image button in the Image Library page (Admin view > Clinical). The Add New
Image window appears.
2. Click Upload from Desktop. The File Explorer opens.
3. Browse to the appropriate location on your desktop and select an image. A preview of the
image appears.
Figure 3. Add New Image window
4. Tags field (Optional): You can create a new tag for the image or select from an existing list.
• You can enter up to 5 tags for an image.
• Enter text in the Tags field. You can separate tags by a comma, for example, you can enter
tags such as ankle, left, Dr. Collins. In the patient chart, you can search for any of these
distinctive tags or a combination of these tags to find your images easily.
• Tag names can be alphanumeric, can contain special characters. Up to 20 characters are
allowed per tag.
• If you have tags already saved in the system, matching names will appear as you start typing
in the Tags field. Select a tag from the list.
5. Select the Status check box.
6. Click the Save and Close button to go back to the Image Library page. The new image
appears in the list.
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Scan image into the Image Library
You can upload images to the Image Library by scanning them in.
Fusion Companion must be installed and running for scanning images. For more information, refer
to Practice Choice Scanning and Troubleshooting Guide for Fusion Companion in the online help.
Steps
1. In the Image Library page (Admin view > Clinical) click the Scan Image button.
2. In the Scan New Document window, select Get Scanners, and then select the scanner.
Figure 4. Scan New Document window
3. Click Scan. The Scanner details window appears.
Figure 5. Scanner Details window
4. Click Scan. A preview of the scanned image displays in the Upload New Document window.
5. Enter information in the Name, Type, and Description fields.
6. Click Upload.
Figure 6. Upload New Document window
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New functionalities in the Documents tab
Edit image in the Image Library
You can make changes to an image in the Image Library, such as change the status, add tags, etc.
Steps
1. In the Image Library tab, double-click an image on the grid or click the
image. The Edit Image window appears.
Edit icon for an
2. Make your changes and then click the Save and Close button to go back to the Image Library
page.
Figure 7. Edit Image window
New functionalities in the Documents tab
The Document Library tab has been renamed to Documents tab. You can perform the following
new tasks:
Add images
Add images from the Image Library during a patient encounter. Click the Add Document button to
upload an image from desktop or add from Image Library.
Draw on and annotate images
Launch the Image Editor by clicking the
icon button in the Draw column. You can then make
edits to the images, such as rotate, draw shapes, add text, color, shading, etc.
The Draw icon is visible only for the following types of file formats: jpg, jpeg, png. It will not be
visible for other file types, such as CCD, PDF, Word documents.
Send to Note
• Save your changes to the image in the Image Editor and send it to the Note.
• You can also send the image to a Note directly without making any edits. Click the
icon in
the Add to Note column to send the image to a Note without making edits to the image.
• Print out the Note with the images.
October 2014
Release 3.10
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Add images to the Documents tab
Figure 8. Documents tab
Updated View/Print, Edit, Delete functionalities in Documents tab
Open a document directly using the View/Print button
You can now view an image or document directly in the Report Preview window by clicking the
icon button. You can also double-click to open an item. The View/Print icon appears for all
document and image types.
The Edit Document Item window does not appear anymore when you double-click an item.
Edit a document
To edit a document or image, such as change the name or description, click the
the Edit Document Item window.
button to open
Delete a document or image
Click the
icon in the Delete column to delete a document or image from the Documents tab.
Choose Yes to confirm deletion in the warning message pop-up.
You can add images to the Documents tab in 3 ways:
• Upload from Image Library (new functionality). Images must be must be uploaded to the
Image Library in Admin view first.
• Upload from desktop: Click the Add Document button in the Documents tab and then choose
Upload from Desktop. The procedure is the same as in previous version.
• Scan image in: Click the Scan Document button in the Documents tab. The procedure is the
same as in previous version.
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October 2014
Add image from Image Library
During a patient encounter, you can add images from the Image Library in the patient’s chart,
instead of uploading them from your desktop or scanning them in.
Images must be uploaded to the Image Library in Admin view first.
Steps
1. Click the Add Document button in the Documents tab to open the Add New Document window.
Figure 9. Documents tab - Add New Document window
2. Click the Add from Image Library button. The Select from Image Library window opens with no
images.
Figure 10. Select from Image Library window (blank)
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Release 3.10
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3. In the Search Image Library field, enter text to search for images and then click the Search
button.
• Based on your search criteria, thumbnail images display in alphabetical order, 8 at a time.
• If you have images stored in the Library with tags, as you start typing, matching images will
appear. For example, if you have images stored with the tags x-ray and skull, if you type in xray and skull, the search will return all images tagged with both words.
• If you enter a word that is not in the list of tags and image names, then the search will return
no images.
• If you do not enter any text and click the Search button, then the search will bring back the first
8 images stored in the Library.
Figure 11. Select from Image Library window (displaying images)
4. Click anywhere in the image to select or use the Select icon. The image appears in the Add
New Document window in the preview area.
5. Enter information in the Type and Description fields.
Figure 12. Add new Document window
6. Click the Save and Close button to go back to the Documents tab. The new image appears in
the list.
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Release 3.10
October 2014
Image Editor/Drawing tool in the Documents tab
During a patient encounter you can edit images by opening the Image Editor/Drawing tool.
Steps
1. Click the Draw icon
corresponding to an image in the Documents tab.
Figure 13. Draw icon
The Draw icon is visible only for the following types of file formats: jpg, jpeg, png. It will not be
visible for other file types, such as CCD, PDF, Word documents.
2. The Image Editor tool displays inside the Documents tab. The following table describes the
drawing tools that you can use:
Drawing tool
Use
Rotate
Rotate the image.
Freehand
Draw freehand shapes.
Line/Ellipse/Rectangle
Use these tools to draw a line/ellipse/rectangle on the image to
point out specific problem areas. Choose a color from the color
palette from the top.
Pointer
Click the pointer to reposition the shape inside the image.
Text
Click to open the text box. Enter text, and then click inside the
image to see the text. Use the pointer tool to drag and reposition
the text.
You can adjust the font size as necessary.
Stroke size/Shape
opacity
Use these to change the thickness/transparency of the shapes
that you want to insert in the image.
Reset
Click this button on top to discard changes not saved in the
image.
To remove edits from an image, select the Pointer tool, and then click on the text/shape/line inside
the image. Press the Delete key on your keyboard.
October 2014
Release 3.10
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3. Click Save to save the drawing edits made to the image.
4. Click Save As to launch the Save Image As window. Enter information in the fields and click
Save. A new version of the image is saved. Both images display in the list in the Documents
tab.
Figure 14. Save Image As window
The updated image is saved in the Documents tab for future use.
Click Cancel & Return to Document Library to discard all the drawing edits you made and return to
the Documents tab.
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Send image to Note
Send image to Note
You can send images to a Note in two ways:
• You can send directly from the Documents tab without making any changes to the image, or
• You can send from the Image Editor inside the Documents tab after making changes to the
image.
You can also print a Note with images.
Send to Note from the Image Editor in Documents tab
Click the Save and Send to Note button in the Image Editor to save the image with its existing
name and send the image to the Note.
You must have an active Note in the encounter. The image that displays in the Note will be a
thumbnail version.
• The Note pane opens automatically along with the image inserted. The size of the inserted
image is 2x2.
• If you have a cursor placed in the Note prior to clicking the button, the image will be at the spot
of the cursor. Otherwise, the image will be placed at the bottom of the Note.
• You can remove an image from the Note by using the Backspace key or the Delete key on your
keyboard.
• You can send the same image to a Note multiple times.
Figure 15. Image sent to Note
October 2014
Release 3.10
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Print Note with images
Send to Note without drawing
Click the
icon in the Documents tab to send the image to a Note without making any changes to
the image.
You must have an active Note in the encounter to send the image.
Figure 16. Documents tab - Add to Note icon button
You can print a Note containing images you have edited or sent from Documents tab. You can then
give the printout to the patient, or share it with other practices, or with insurance companies.
You must save the Note before choosing the Print button. The size of the image in the printout is
4”x6”.
The image will print at the end of the Note.
You cannot edit an image in Note
You cannot edit an image inside a Note. To make changes to the image, delete it from Note, and
then go back to the Image Editor inside the Documents tab to make edits. You can then send it to
Note again.
You cannot open the Image Editor inside the Note.
Number of images
You can send upto 15 images to a Note at one time.
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Release 3.10
October 2014
New options when adding or editing amendments in Documents tab
When you choose to upload an amendment or edit an amendment, two new option buttons display
in the Add New Document/Edit Document Item window. Choose the Accept or Deny option as
necessary.
Click the Save & Close button to save your changes.
Figure 17. Add New Document - new options when uploading amendment
October 2014
Release 3.10
15
Chart Configuration
Chart Configuration
The new Chart Configuration functionality enables you to tailor your Chart view to reflect your
clinical preference/specialty. You can customize tabs that display in the patient chart to make your
practice workflow more efficient.
Benefits
• You can order tabs to mirror the way tabs are used in your practice. For example, you can set
the order so that the Immunizations tab opens up first in the patient’s chart.
• You can hide tabs that you do not use. For example, if you are a chiropractor, and you do not
use the Orders and Results tabs, you can hide them to make your daily workflow easier.
• You can select a specific tab to open by default for your practice.
Best practice
You must be careful in hiding tabs, since many are needed to meet Meaningful Use requirements.
If you are a specialty such as Chiropractic, you may have lesser data collection requirements, and
therefore you can hide more tabs. However, please review Meaningful Use requirements before
doing so.
New Chart Configuration tab
In Admin view > Clinical, select the Chart Configuration tab. In this page you can set the order of
your tabs, hide tabs, and choose your default tab.
• Any tab, other than Demographics, can be hidden.
• Any tab, unless marked as hidden, can be made the practice default.
• Tabs can be ordered in any way.
The chart configuration changes take effect on a practice level.
Figure 18. Chart Configuration tab
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Release 3.10
October 2014
Order tabs
You can order tabs to mirror the way tabs are used in your practice. Click the
arrow or the
arrow to order the tabs as you want. The Tab Order column displays the numerical order of the
tabs. The order you choose on the Chart Configuration page will be reflected when you open a
patient’s chart.
Click Save to save your changes.
Hide tabs
You can hide tabs that you do not use. Select the check box in the Hide column to hide a tab. The
tabs you choose to hide will not display in the patient’s chart. You can hide as many tabs as you
want.
Click Save to save your changes. If you hide a tab, you cannot set it as the default tab to open.
The Demographics and the Notes tabs cannot be hidden.
Set default tab
Select the check box in the Default Tab on Open column to designate the default tab that will open
in the patient’s chart. If you set a tab as the default tab to open, you cannot hide that tab.
Click Save to save your changes.
In order to see the changes in the patient’s chart, you must log out of Practice Choice and then log
back into the Chart view.
Example of chart configuration
In this example, the Meds/Allergies tab is set as the default to open in the patient chart. All the
other tabs are hidden.
Figure 19. Sample chart configuration
October 2014
Release 3.10
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Hiding Medications and Allergies tabs
If you hide the Medications and Allergies tab in Admin view > Chart Configuration, then the
following will be hidden in Chart view:
• Meds/Allergies tab
• Allergies label and ellipses on the patient banner
Hiding Results and Orders
If you hide the Results tab in Admin view > Chart Configuration, then the Orders tab will be hidden
in Chart view, and vice versa. This also hides the Unsigned Results left list.
Hiding Diagnosis and Procedures tabs
If you hide the Diagnosis & Procedures tab in Admin view > Chart Configuration, then the following
will be hidden in Chart view:
• Diags/Procs tab
• Unreviewed Claims left list
• Select Codes left list
Hiding Education tab
If you hide the Education tab in Admin view > Chart Configuration, then the following will be hidden
in Chart view:
• Education tab
• InfoButton icon in the Diagnosis, Medications, and Results tabs.
Note that tabs are not being deleted, they are only being hidden from the view.
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Release 3.10
October 2014
New functionality to disable Health Maintenance Alerts
You can disable all Health Maintenance Alerts in a patient’s chart in two ways:
• Select the check box in Admin view > Clinical Preferences, or
• Hide the Health Maintenance tab in Admin view > Clinical > Chart Configuration.
New check box in Clinical Preferences
A new check box in Admin view > Clinical Preferences lets you disable all Health Maintenance
Alerts in a patient’s chart, including Health Maintenance template suggestions when diagnosing a
patient.
When you select this check box, the Disable Age/Sex Alerts check box and the Suppress Alerts
box below it are automatically selected.
Figure 20. Clinical Preferences tab - Health Maintenance check box
October 2014
Release 3.10
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Hide Health Maintenance tab in Chart Configuration
If you hide the Health Maintenance tab (Admin view > Clinical > Chart Configuration), then the
Disable all Health Maintenance Alerts check box is automatically selected in Admin view > Clinical
Preferences. A message displays, informing you to un-hide the Health Maintenance tab to activate
the alerts again.
Hiding the Health Maintenance tab in Chart Configuration disables all alerts in a patient’s chart.
For example, if you add the diagnosis code 250.01 to a patient’s chart, you will not get any pop-up
health maintenance alert message, prompting you to add a Health Maintenance template.
Figure 21. Clinical Preferences tab - Health Maintenance message
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Release 3.10
October 2014
Claim Scrubber
Claim Scrubber
This feature allows you to do claim scrubbing while an encounter or claim is actively being worked
on by a biller, provider, or clinician, and claim information is close at hand. You can also view any
errors for the claim.
Claim Scrubber is available for Practice Choice PM customers only.
With this feature, you can:
• Set default parameters regarding how to handle low priority scrub errors
• View scrub results from Diagnosis and Procedures in a Progress Note
• Scrub a claim or new purchase as you create it
• Scrub a claim while a patient is checking out from their appointment
• Scrub an encounter prior to sending it to claim management
• Print a report on errors from claim and encounter scrubs
When you choose to scrub claims, claim information is sent to the Alpha II ClaimStaker web
service to analyze the claims and identify errors. Those errors will be returned to you and displayed
in three levels of priority.
Alpha II ClaimStaker is a web-based software as a service (SaaS) application used by healthcare
entities to audit healthcare claims and/or encounters prior to submission to the patients’ insurance
plans for payment.
To access the Claim Staker website to modify or create claim edits, contact your Value Added
Reseller (VAR). If you do not have a VAR, contact McKesson Support.
Validation of claim data will take place before a scrub is performed and a claim must have a payer.
If no payer is present, the scrub will not take place.
Only primary claims can be scrubbed.
General Preferences
General Preferences has been updated to you to allow you to automatically ignore particular low severity errors. Additionally, you can suppress encounter scrubbing if it is not relevant for your practice’s workflow. Also, you can use the Manage My ClaimStaker Account to manage/configure scrubbing edits and control user access management to ClaimStaker.
October 2014
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General Preferences
New tab
There is a new tab in General Preferences: Claim Scrubbing. Use this tab to set defaults for how
claims will be scrubbed in McKesson Practice Choice.
Figure 22. General Preferences - Claim Scrubbing tab
The following table describes the elements on this tab.
Element
Description
Save button
Click this button to save the changes you made.
Cancel
Click this button to cancel any changes that you
made.
Manage My ClaimStaker Account link
Click this link to open the Alpha II ClaimStaker
web service.
You can manage the edits that are available, as
well as you access privileges.
You will need a login and password. To obtain a
log in to Alpha II ClaimStaker, contact your Value
Added Reseller(VAR). If you do not have a VAR,
contact McKesson Support.
Inisde ClaimStaker is an extensive online Help file
that you can use to help you learn how to use
ClaimStaker. Click the Help link within ClaimStaker
or press the F1 on any page in Claim Staker to
launch the Help file.
Enable Clinical Encounter Scrubbing?
Select Yes or No to indicate if you want to use
encounter scrubbing.
Automatically ignore the following low severity errors within an encounter scrub section
22
Informational Messages check box
Select this check box if you want the system to
automatically ignore informational message errors
when scrubbing encounters.
Delayed Payment check box
automatically ignore delayed payment errors when
scrubbing encounters.
Release 3.10
October 2014
Claims Search page
Element
Description
Enable Scrub and Post Functionality
Select the Yes or No button to indicate if scrub &
post functionality will be enabled for batch claim
scrubs.
Automatically ignore the following low severity errors within a claim scrub section
Informational Messages check box
automatically ignore informational message errors
when scrubbing claims.
Delayed Payment check box
automatically ignore delayed payment errors when
scrubbing claims.
Claims Search page
The Claims Search page has been updated so you can search for claims that have failed claim
scrubs. In addition, you can now open the patient’s chart from the Claims page.
New drop-down value
There is a new drop-down value on the Search tab for the Claim Status field: Failed Claim Scrub.
Selecting this value allows you to filter your claim search for just claims that have failed the claim
scrub.
Figure 23. Claims page - Search tab
Note: this status will be available for practices that have not purchased claim or encounter
scrubbing.
You can change the status at any time. However, you will not be able to complete a claim scrub or
send a claim when a status of Failed Claim Scrub is present for the claim. You must manually
change the status from Failed Claim Scrub to another status before completing a claim scrub.
October 2014
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Claims page
Therefore, you cannot save a claim when the Scrub Claim check box (see “Claims page” on page
24) is selected AND the Failed Claim Scrub status is associated. If you try to do this, you will see a
notification stating, “A claim scrub cannot be completed when a status of Failed Claim Scrub is
assigned. Change the status of the claim in order to complete a claim scrub.”
New button
There is a new button on the Claims Search page: Go to Chart. Clicking this button will open the
patient’s chart to the Summary tab.
Figure 24. Claims page
Note: this button will be hidden for users who do not have access to a patient’s chart.
Claims page
This Claims page has been updated for scrubbing claims. Select the Scrub Claim check box to
perfrom a claim scrub.
New tab
There is a new tab on the Claims page: Scrub Results. This tab will appear when you scrub the
claim and there are errors in the claim, enabling you to see the errors while keeping the claim
open.
If the claim scrub does not find any errors, this tab will not appear. In addition, it will close if a new
claim scrub shows the claim to be without errors.
Figure 25. Scrub Results tab
The table below describes the elements on this tab.
24
Element
Description
View/Print Report button
Click this button to open the Claim Scrub Error
report preview window. For more information, see
“New Claim Scrub Error report” on page 45.
Release 3.10
October 2014
Claims page
Element
Description
Show Ignored Errors check box
Select this check box to show errors that have
been ignored.
This check box is clear by default.
Ignore check box
Select this check box if you want to ignore the
error. Use it to indicate that the error does not need to be addressed by the biller. Once this is selected, the error will no longer cause the encounter to be in an Errors status or a claim to be in Failed Claim Scrub status. This is a way for the provider/clinician to identify if they are comfortable with the error or they would like the biller to see it and they will not be fixing it.
If you click the Ignore check box and click the Save
button, the corresponding line item will have the
background changed to light blue. The selection of
the check box will remain for the record.
When you choose to ignore an error for a specific
claim, the error will not be ignored from other
patient claims with the same error; it will only affect
this error.
Ignored errors (and all claim scrub errors) will not
be sent back to the patient chart; they are specific
to claims.
Clicking the check box within the header of the
Ignore column will select the check boxes for all
underlying error records. This will only select all
current records for ignoring; it will not automatically
select all subsequent errors.
Action
This column will show the type of error, with the
severity of the error indicated by color. The order of
actions is as follows:
• High Severity: Reject Claim, Claim Returned
To Provider, Claim Denied, Line Item Denied,
Line Item Rejected display first.
• Warnings: Reduced Payment will display
second.
• Informational: Delayed Payment or
Informational Message will display last.
Error Description
This column gives a description of the error. You
can hover over this column to see the entire
message.
Data
This column shows you the data on the claim that
is part of the error.
October 2014
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New Claim Scrub Error report
Element
Description
Save button
Click this button to save any changes you made on
the tab.
There is a new report that you can view and print: Claim Scrub Error report. This report will list all
of the errors found for a claim during a claim scrub. You can open this report by clicking View/Print
Report button on the Scrub Results tab (see “New tab” on page 24).
The Ignore column will contain data only if the error was ignored. Then, it will show the name of the
user who marked it as Ignored, along with the date. In addition, these errors will appear ONLY if
you selected Show Ignored Errors on the Scrub Results tab.
New Purchase page
The New Purchase page has been updated to allow scrubbing of claims as you enter a purchase.
New button
There is a new button on the New Purchase page: Go to Chart. Clicking this button will open the
patient’s chart to the Summary tab.
Figure 26. New Purchase page
Note: this button will be hidden for users who do not have access to a patient’s chart.
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Release 3.10
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The New Purchase page has been updated to allow scrubbing of
New check box
There is a new check box on the New Purchase page: Scrub Claim. Select this check box to
perform a claim scrub when you save the purchase.
Figure 27. New Purchase page
If you have claim scrubbing activated for your practice, this check box will be selected by default. It
will be disabled if the claim has already been posted.
Note: the new Scrub Results tab is also available on the Claims Search page when you scrub a
new purchase. For more information on the Scrub Results tab, see “New tab” on page 24.
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Claim Scrub workflow
Claim Scrub workflow
The diagram below shows the work flow if you choose to use claim scrubbing.
Figure 28. Claim scrub workflow
Appointments window
The Appointments window has been updated to allow a front desk user to scrub a claim for a
patient who is checking out. In this way, if patient information is missing from the claim, it can be
obtained from the patient immediately.
New button
There is a new button on the Appointments window: Scrub Claim. Click this button to scrub a claim
and identify any errors while the patient is present.
This button will only be enabled if the charges corresponding to the scheduled appointment have
been sent to claims processing. The button will be disabled for the following situations:
• If the claim is in a Claim Status of “Posted,”.
• If the claim is in a Claim Status of “Preliminary” or “Cancelled,” since a diagnosis or procedure
may not be associated.
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Release 3.10
October 2014
Encounter page
Figure 29. Appointments window
Encounter page
The Encounter page has been updated to allow claim scrubbing for an encounter.
New buttons
There is a new button on the Encounter page: Scrub and Send. Clicking this button will send the
claim information to the Alpha II ClaimStaker for scrubbing. If the claim is without errors, it will be
sent for processing. If there are errors, a window will appear displaying the errors and the
encounter will not be sent for processing.
Here are a few notes regarding this feature:
• You can perform a claim or encounter scrub multiple times.
• The functionality of the Send Charges button is unchanged. You can still send charges without
performing an encounter scrub if you want.
• You can scrub Restricted encounters.
• Only primary payers are scrubbed. Secondary payers are NOT scrubbed.
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Progress Notes - Diagnosis and Procedures Smart Code
• If there are no diagnoses or procedures associated with the encounter, you will receive a
message that they are required.
Figure 30. Encounter page
Progress Notes - Diagnosis and Procedures Smart Code
This Smart Code and the Diags/Procs tab have been updated so that you can see the results of an
encounter scrub.
New button
The Diags/Procs tab and the Current Encounter Diagnosis and Procedures section of the
Diagnosis and Procedures Smart Code have a new button: Scrub Results.
Figure 31. Diagnosis and Procedures Smart Code
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Release 3.10
October 2014
New Encounter Scrub Errors window
This button will be enabled if scrub results have already been returned for the active encounter.
Otherwise, it will be disabled. Clicking the Scrub Results button will open the Encounter Scrub
Errors window (for more information, see “New Encounter Scrub Errors window” on page 31.
New Encounter Scrub Errors window
There is a new window that opens when you click the Scrub Results button: Encounter Scrub
Errors. Use this window to view and resolve errors from an encounter scrub prior to sending
charges.
This window will appear when
• You scrub an encounter and there are errors
• You click the Scrub Results button on the Diags/Procs tab within a patient chart or within the
Diagnosis & Procedure smart code.
Errors in the grid are displayed in order of severity with the highest severity errors (red) appearing
first and the lowest severity errors (green) appearing last.
The table below describes the elements on this window.
Element
Description
Save button
Click this button to save the changes you make on
this window.
View/Print Report button
Click this button to open the Report Preview
window. For more information, see “New
Encounter Scrub Error report” on page 32.
Show Ignored Errors check box
Select this check box to show errors that have
been ignored.
Ignore All
Use this to select all line items to be ignored.
Ignore check box
Select this check box if you want to ignore the
error.
If you click the Ignore check box and click the Save
button, the corresponding line item will have the
background changed to light blue. The selection of
the check box will remain for the record.
When you choose to ignore an error for a specific
claim, the error will not be ignored from other
patient claims with the same error – it will only be
this error.
Ignored errors (and all claim scrub errors) will not
be sent back to claims processing – they are
specific to claims.
Clicking the check box within the header of the
Ignore column will select the check boxes for all
underlying error records. This will only select all
current records for ignoring – it will not
automatically select all subsequent errors.
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New Encounter Scrub Error report
Element
Description
Action
This column will show the type of error, with the
severity of the error indicated by color. The order of
actions is as follows:
• High Priority: Reject Claim, Claim Returned To
Provider, Claim Denied, Line Item Denied,
Line Item Rejected display first.
• Warnings: Reduced Payment will display
second.
• Informational: Delayed Payment or
Informational Message will display last.
Error Description
This column gives a description of the error. You
can hover over this column to see the entire
message.
Data
This column shows you the data on the claim that
is part of the error.
New Encounter Scrub Error report
There is a new report that you can view and print: Encounter Scrub Error report. This report will list
all of the errors found during an encounter scrub. You can open this report by clicking View/Print
Report on the Encounter Scrub Errors window (see “New Encounter Scrub Errors window” on
page 31).
Figure 32. Report Preview - Encounter Scrub Error
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Release 3.10
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Updated Encounter window
The Ignore column will contain data only if the error was ignored. Then, it will show the name of the
user who marked it as Ignored, along with the date. In addition, these errors will appear ONLY if
you selected Show Ignored Errors on the Encounter Scrub Errors window.
Updated Encounter window
The Encounter window has been updated to help you see at a glance which encounters for a
patient have errors and cannot be sent for billing.
New value
There is a new value for the Charges column on the Encounter window: Errors. Encounters for
which errors were found during scrubbing are marked with this value.
Figure 33. Encounter window
This value is assigned to an encounter if non-ignored errors that fall into the red or yellow action
categories are present on the encounter. Severe (Red) and Warning (yellow) errors include those
with an Action value of Reject Claim, Claim Returned To Provider, Claim Denied, Line Item Denied,
Line Item Rejected, or Reduced Payment
If all non-ignored encounter scrub errors are of an Information level of severity (for example. an
Action value of Delayed Payment or Informational Message) then the status will be the Unsent or
Sent. A value of Errors is NOT assigned when only green Informational errors are present.
When all Severe and Warning encounter scrub errors are addressed or ignored, the status will be
changed to Sent.
You cannot send charges for an encounter when its status is Errors. If you attempt to Save/
Complete/Sign a Progress Note OR click the Send Charges button when the status of the
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Encounter Scrub workflow
Encounter is Errors, then a notification will display, stating “Unable to send charges. Scrub errors
are present for the current encounter.”
Encounter Scrub workflow
The diagram below shows the work flow for scrubbing encounters.
Figure 34. Encounter Scrub workflow
Updated Encounter Search page
The Encounter Search page has been updated to help you see at a glance which encounters have
errors and cannot be sent for billing. This is particularly useful for practices that send charges at
the end of the day rather than when the encounter is completed during the day.
New check box
There is a new check box for filtering in the Charge Status filters; Errors. Use this check box to filter
your displayed results to see only encounters with errors. This check box is selected by default.
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Release 3.10
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Functionality Changes
New value
There is a new value for the Charges column on the Encounter Search page: Errors. Encounters
for which errors were found during scrubbing are marked with this value.
Figure 35. Encounter Search page
For encounters in an Errors status, the Send Charges link is disabled.
Functionality Changes
When you are using claim scrubbing and perform a claim or encounter scrub, your claim
information is sent to the Alpha II ClaimStaker website where it is analyzed with the claim edits.
Any errors are returned and appear in the Claim Scrub Error window. Errors divide into three levels:
Error color
Action
Description
Green
Informational
errors
These are low-level errors. It is possible to send claims
even if there are low level errors. In addition, you can set
your defaults to automatically ignore these errors (see
“General Preferences” on page 21.
If you set your defaults to ignore informational messages
and delayed payment messages, the charges will be sent
automatically.
If you set your defaults so that informational and delayed
payment messages will NOT be ignored, you will receive
a warning message when the claim has ONLY green
errors.
• If you click Yes on the warning message, the Scrub
Errors window will open so you can review the errors.
• If you click No, the claim will be sent.
Yellow
October 2014
Warnings
These are mid-level errors. If the claim or encounter has
any errors that are yellow, the charges will not be
forwarded and the claim will be marked with a status of
Errors. You must fix these errors before you can send the
claim or encounter.
Release 3.10
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Best Practices
Error color
Action
Description
Red
Severe errors
These are high-level errors. If the claim or encounter has
any errors that are yellow, the charges will not be
forwarded and the claim will be marked with a status of
Errors. You must fix these errors before you can send the
claim or encounter.
Best Practices
After you have fixed claim errors, scrub them a second time to verify that all errors have been
addressed.
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Release 3.10
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Batch Claim Scrubbing
Batch Claim Scrubbing
You can now scrub entire batches of claims in McKesson Practice Choice. In claim scrubbing, edits are performed against claims to reduce errors and speed up reimbursement.
Overview
With this feature you can select an entire batch of claims to scrub. In addition, you can choose to
have these claims posted automatically if there are no errors in the scrubbing process. Any errors
will display on a new tab on the Claims page.
When you choose to scrub claims, claim information is sent to the Alpha II ClaimStaker web
service to analyze the claims and identify errors. Those errors will be returned to you and displayed
in three levels of priority.
Alpha II ClaimStaker is a web-based software as a service (SaaS) application used by healthcare
entities to audit healthcare claims and/or encounters prior to submission to the patients’ insurance
plans for payment.
To obtain a log in to Alpha II ClaimStaker, contact your Value Added Reseller(VAR). If you do not
have a VAR, contact McKesson Support.
Validation of claim data will take place before a scrub is performed and a claim must have a payer.
A payer is required, as the claim edits in ClaimStaker are based on the associated payer. If no payer is selected, then no edits can be performed. Only primary claims can be scrubbed and scrubbing will be performed before posting.
Setting Up
Before you start sending batches of claims for scrubbing, you have a new option in General
Preferences to select.
New Option
On the Claim Scrubbing tab in General Preferences, there is a new option: Enable scrub and post
functionality.
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Updated Claims Search page
Figure 36. General Preferences - Claim Scrubbing tab
Field
Description
Yes
Select Yes if you want to enable scrub and post functionality. When you select
Yes, the Scrub and Post Claims button will be visible on the Daily Update page
and the Claims Search page.
This is the default selection for a new practice that is enabled for claim scrubbing.
No
Select No if you want to disable scrub and post functionality. When you select
No, the Scrub and Post Claims button on the Daily Update and Claims Search
pages will be hidden.
This is the default selection for a new practice that is not enabled for claim
scrubbing.
For more information on the Scrub and Post Claims button and its functionality, see “Updated
Claims Search page” on page 38
Updates have been made to the Claims Search page to allow you to perform batch claim
scrubbing.
New buttons and column
There are two new buttons and one new column with a check box on the grid for the Claims Search
page.
Figure 37. Claims Search page
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Release 3.10
October 2014
The table below describes the new buttons and column.
Field
Description
Scrub Claim
Click this button to scrub the claims you selected in the Scrub
column of the grid. Any errors found during the scrub will appear
on the Scrub Results tab that will appear on the Claims Search
page. For more information on this tab, see “New Scrub Results
tab” on page 41.
This button will be disabled if claim scrubbing is not enabled for
the practice or you have not selected any claims to scrub via the
Scrub check box in the Scrub column.
Scrub and Post Claim
Click this button to scrub the claims you selected in the Scrub
on the Scrub Results tab. For more information on this tab, see
“New Scrub Results tab” on page 41
Claims that are error free will be automatically posted based on
your selection for auto-posting claims, except in the following two
scenarios:
• If a claim has a $0.00 charge that is payer OR patient
responsible
• If a claim is from a restricted encounter
the practice or you have not selected any claims to scrub by
selecting the Scrub check box in the Scrub column.
If your practice is set to auto-post claims....
When you click the Scrub and Post Claims button and have
selected at least one claim with a status of “In Progress,” “Ready
to Post,” or “Ready to Post/Hold,” a scrub will be performed and
all charges that have no errors or only ignored errors will be
posted.
Claims with errors will appear on the Scrub Results tab.
If your practice is not set to auto-post claims...
When you click the Scrub and Post Claims button, the claims will
be scrubbed and all claims with no errors or ignored errors will be
set to “Ready to Post” status, but will NOT be posted. If the claim
was previously in a “Ready to Post” or “Ready to Post/ Hold”
status, then the status will not change. You will still need to use
Daily Update to change the status to “Posted”.
Claims with errors will appear on the Scrub Results tab.
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Field
Description
Scrub column
Select the check boxes for claims in this column that you want to
scrub.
If you want to scrub all claims, select the check box next to Scrub
in the column header.
If you perform another search or click the Search button, all
check boxes will be cleared.
Workflows
Below is the workflow for batch scrubbing claims, using the Scrub Claims button.
Figure 38. Batch claim workflow
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Release 3.10
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New Scrub Results tab
Below is the workflow for batch scrubbing and posting claims, using the Scrub and Post button.
Figure 39. Batch claim scrub & post workflow
Note that claims with $0.00 or restircted claims will not post automatically.
There is a new tab for the Claims Search page: Scrub Results. This tab will show you the results of
the batch scrub. On it, you can see
• Scrubbed claims that are “dirty” (have errors)
• Scrubbed claims that are clean (have no errors)
• Unscrubbed claims--claims that were not sent to ClaimStaker for scrubbing
Claims in the Dirty Claims section will remain until fixed, with the first claim displayed. Ignored
errors will not appear unless the Show Ignored Errors check box is selected. You can see another
claim’s errors by clicking anywhere on the claim, except for the link, which will open the claim in a
separate tab.
For clean and unscrubbed claims, you can review the previous 10 batches by selecting the buttons
in the bottom right.
October 2014
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41
Each of these three sections of the tab is expandable/collapsible, allowing you to see more of the
section that you want to see. In addition, next to the title of the section, you can see how many
claims are present in that section.
Figure 40. Scrub Results tab
At the top of this tab you can perform a search for a particular claim or group of claims. In addition,
you can refresh the page at any time by clicking Refresh. The tab also shows the date and time of
the most recently received batch scrub.
Note: if you want to change the search criteria, you must update the criteria and click the Search
button to refresh the grid. Clicking the Refresh button will NOT change the search criteria.
The table below gives a description of the elements of the grid.
Element
Description
Search section
42
Claim
Use this field to enter a particular claim that you are
searching for.
Patient Name
Use this field to enter a patient whose claims you
are searching for.
Service Date from and to
Use these fields to limit the search to a particular
time frame. The To field will default to the current
date.
Claim Status
Use this drop-down to search for claims of a certain
status.
Payer
Use this field to search for claims for a particular
payer.
Payer search link
Click this link to open the Search Insurance Plans
window on which you can select a payer for your
search.
Release 3.10
October 2014
Element
Description
Rendering Provider
Use this field to search for claims for a particular
rendering provider.
Location
Use this field to search for claims that have charges
from a particular location.
Search
Click this button to perform the search.
Reset
Click this link button to reset the fields to their
default values.
Show Ignored Errors
Select this check box to show errors that have been
ignored.
View/Print Report
Click this button to open the Report Preview
window. From this window you can view and/or
print a report of the scrub errors for analysis and
record keeping.
For more information on the Scrub report, see
“New Claim Scrub Error report” on page 45.
Grid
Each claim that was scrubbed will appear in one of
the three sections, depending on the results of the
scrub. Claims will errors will appear in the Dirty
Claims section. You can see the claim number and
the severity of the error.
Claim # is a link. Clicking it will open the claim
detail.
For more information on the different error
severities, see “Claim errors description” on page
44.
If there are no Dirty claims, you will receive this
message: “All scrubbed claims were returned
without errors.”
If there are no Clean claims, you will receive this
message: “All scrubbed claims were returned with
errors.”
If all of the claims in the batch were scrubbed, you
will receive this message: “All claims were
scrubbed.”
Batch Results Received
You can use this drop-down to view up to ten
previous batches for Clean and Unscrubbed
claims.
Claims not scrubbed
A claim must meet certain criteria to be scrubbed. If it isn’t scrubbed, it will appear in the Claims
Not Scrubbed section. These criteria are:
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Claim errors description
• The claim has a status of “preliminary”, “posted”, “posted/on hold”, “failed claim scrub”, or
“cancelled.” Any other Claim Status is appropriate for claim scrubbing.
• The claim must have a diagnosis or procedure code.
• The claim must have a valid payer (with the date of service within the payer’s effective period).
The Account Type selected should identify the correct payer that should be scrubbed against.
If a claim has multiple line items (for example, two will be billed to an insurance payer and one
is self-pay), then only the line items billed to a payer will be sent for scrubbing. The self-pay
line items will not be sent for scrubbing. The self-pay line items can be identified via the “Bill
Patient” check box being selected for the line item.
Best practice
Use the search fields to find claims for all three severities of scrubbed claims for a specific location.
For dirty claims, the results that appear on the Scrub Results tab are cumulative for all claims that
are not posted. Use it as your first stop for checking for claims that have errors.
Claim errors description
When you are performing a claim scrub, your claim information is sent to the Alpha II ClaimStaker
website where it is analyzed with the claim edits. Any errors are returned and appear in the Claim
Scrub Error window. Errors divide into three levels:
Error color
Action
Description
Green
Informational
errors
These are low-level errors. It is possible to send claims even
if there are low level errors associated with the claim. In
addition, you can automatically ignore these errors using
configuration settings in General Preferences.
If you set your defaults to ignore informational messages and
delayed payment messages, the charges will be sent
automatically.
Yellow
Warnings
These are mid-level errors. If the claim or encounter has any
errors that are yellow, the charges will not be forwarded and
the claim will be marked with a status of Errors. You must fix
these errors before you can send the claim.
Red
Severe errors
These are high-level errors. If the claim or encounter has any
errors that are yellow, the charges will not be forwarded and
the claim will be marked with a status of Errors. You must fix
these errors before you can send the claim.
Updated Daily Update page
The Post Claims tab of the Daily Update page has been updated to allow you to scrub claims. A
number of modifications have been made to the appearance of the page. In addition, the following
changes have been made.
Renamed button
The Post Charges button has been moved and renamed to Post Claims.
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Release 3.10
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New buttons
There are two new buttons: Scrub Claims and Scrub & Post Claims.
Figure 41. Daily Updates page - Post Claims tab
The table below describes the new buttons.
Button
Description
Scrub Claims
Click this button to scrub the claims you selected in the All
on the Scrub Results tab. For more information on this tab, see
“New Scrub Results tab” on page 41.
the practice or there are no claims on the Post Charges tab.
Claims that fail the scrub and are assigned a status of Failed
Claim Scrub will no longer appear on the Daily Update page.
Scrub & Post Claims
Click this button to scrub claims that you selected in the ALL
on the Scrub Results tab that will appear on this page. For more
information on this tab, see “New Scrub Results tab” on page 41.
Claims that are error free will be automatically posted based on
your selection for auto-posting claims.
the practice or there are no claims on the Post Charges tab.
There is a new report that you can view and print: Claim Scrub Error report. This report will list all
of the errors found during a claim scrub. You can open this report by clicking View/Print Report
button on the Scrub Results tab (see “New Scrub Results tab” on page 41).
The Ignore column will contain information only if the error was ignored. Then, it will show the
name of the user who marked it as Ignored, along with the date. In addition, these errors will
appear ONLY if you selected Show Ignored Errors on the Scrub Results tab.
In addition, the filters that were applied on the Scrub Results tab will apply here.
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Performing a batch scrub
Performing a batch scrub
When you click either the Scrub Claims or Scrub and Post Claims button, you will not be able to
revise selections for the selected claims nor will another user be able to perform a batch scrub.
Once the scrub is complete, you will have full access again.
If another user attempts to perform a batch scrub while you are performing one, a message will
appear to notify them. Once the scrub is complete, the check boxes for the selected claims will be
cleared.
You cannot save or post a claim while it is being scrubbed.
If you attempt to perform an individual scrub on a claim while it is being scrubbed as part of a
batch, you will receive a message warning you.
Claims that have errors will be assigned a status of “Failed Claim Scrub.” Once in this status, you
cannot post it. This status is an easy way to identify claims that failed scrubbing. Once you are
through making modifications, change the status to “In Progress.”
For the following conditions, a claim will be exempt from scrubbing:
• If the current month has not been opened for processing.
• If the service date on the claim has a future date.
• If the service dates are outside of the open accounting period.
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Changes in User Management and Allergies tabs
Changes in User Management and Allergies tabs
Updates have been made to the User Management and Allergies tabs to allow for the future
replacement of our current e-Prescribing solution. As part of this replacement, new features will be
introduced, including controlled substance e-prescribing and mobile capabilities.
Changes in Allergies tab
New icons for severity
New icons have been added in the Allergies tab, so that you can easily recognize the severity
levels of a patient’s allergy. Allergies display in order of severity on the Patient Banner.
The severity icon will also display for patient allergies saved prior to version 3.10.
Figure 42. Allergies tab
Revised allergy search functionality
When you search for a new allergy, you can now select allergens from a small manageable list, so
that Drug/Allergy checking can be successfully performed while prescribing.
1. Click the New Allergy button in the Allergies tab to add a new allergy. When you search for an
allergen, such as penicillin, you will be able to choose a specific Drug Group to indicate that
the patient is allergic to that Group.
2. Choose an allergen and click OK to go back to the Add Allergy window
Figure 43. Allergy Search window
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Updated Type field in Add Allergy window
The Type field is automatically populated with the allergen type information. You cannot edit
information in the Type field.
Revised Reaction and Severity fields in Add Allergy window
The Severity field now auto-populates depending on the option you select in the Reaction dropdown menu.
Figure 44. Add Allergy window
The Severity drop-down menu has a new option, No DUR Alert. You can choose this option when
the patient has a drug intolerance rather than an allergy.
Click the Save & Close button to save the new allergy along with the severity information in the
Allergies tab. If you did not select a severity while adding an allergy, no severity information
displays in the grid.
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Release 3.10
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New Allergies Smart Code tab
In the Notes tab, search for the Allergies Smart code to display the new Allergies Smart Code tab.
Enter information and make changes. Changes are saved to the Note when you click Close.
To save changes to the Allergies tab, you must sign or save the Note.
Figure 45. Allergy Smart Code tab
If you add a template to the Note that already contains the Allergies Smart Code, when you click
the Edit button, the new Allergies Smart Code tab opens to the right.
Figure 46. Allergy Smart Code in Notes tab
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Changes in User Management tab
Changes in User Management tab
In the Users page (Admin View > Organization > User Management > New User), three new fields
have been added. These new fields will be populated upon your practice’s go-live on the new ePrescribing solution.
Figure 47. Users page
50
Release 3.10
October 2014
New Prescribing Settings tab
New Prescribing Settings tab
A new Prescribing Settings tab has been added to Admin view > Clinical. This tab is visible for all
providers who have signed up for either Med Hx and/or eRx.
Make changes in this page as necessary and click Save to save your changes.
The Medications section in the Clinical Preferences tab (Admin view > Clinical Preferences) has
been removed.
Figure 48. Prescribing Settings tab
October 2014
Release 3.10
51
Reschedule recurring appointments
You can now reschedule recurring appointments.
Steps
1. In Scheduling View, double-click to select a recurring appointment from your calendar.
2. Click the Reschedule/Cancel button on top.
3. In the Reschedule/Cancel Appointment window, select Reschedule from the Select Action
drop-down menu.
4. A new check box displays if the appointment is part of a recurring series. By default, this check
box is unselected.
Figure 49. Reschedule recurring appointment
5. Select this check box to reschedule all future appointments in this series.
If you un-select this check box and click Save, only the appointment selected is rescheduled.
6. Click Save. The Search Recurring Appointments window displays. Information in the Provider,
Location, and the Reason fields populate from the original appointment. The duration field
populates from the original duration entered on the rescheduling series, not the default
appointment duration of the provider.
Start Date/End After fields
• When rescheduling an appointment, the Start Date field displays the date of the selected
rescheduled appointment. For example, if the original series was set to start on 08/01/14 for 10
appointments. and you select the 08/05/14 appointment to reschedule, the Start Date field
displays 08/05/14, not 08/01/14.
• The End After field displays the number of appointments to be rescheduled. You cannot enter
any value in this field. For example, if the original series of appointments was supposed to end
after 10 appointments, and you have chosen to reschedule the 5th appointment in the series,
the End After field displays the number 6, as the first 4 appointments have already occurred.
52
Release 3.10
October 2014
Figure 50. Search Recurring Appointments window
7. Make changes in this window as necessary and then click the Search button to complete the
rescheduling of the recurring appointment
October 2014
Release 3.10
53
Growth Chart printing
You can print a growth chart from the Vitals tab. The printout will contain the plotted vitals. The
vitals data will display as a grid at the bottom of the printout.
Steps
1. In the Vitals tab, select vitals that you want to plot and then generate the growth chart. The
Growth Chart window appears.
Figure 51. Growth Chart window
2. Click the Print Chart button in the upper right hand corner of the Growth Chart window to print
the growth chart.
The Growth Chart Print Preview window appears. The following information displays:
• Header: The header displays the Patient Name, DOB and Age, Acct #, Org Name, Address,
and Phone number.
• Body: The body displays the growth chart graph, along with the growth chart selections
plotted. The vitals data display as a grid at the bottom.
54
Release 3.10
October 2014
Figure 52. Sample printed growth chart
October 2014
Release 3.10
55
Browser Settings
Browser Settings
Updated Support Settings
The Support Settings page has been updated with a test for checking your browser.
New Button
There is a new button on the Support Settings page: Browser Settings Check. Clicking this button
will run a test on your browser to verify the settings are correct.
Figure 53. Support Settings page
If one or more of the following conditions are met, you will receive a message:
• The "Delete browsing history upon exit" option is cleared
• The "Check for newer versions of stored pages" is not set to Automatically
• The "Disk space to use" is not set to 100 MB or greater
• The check box is clear for Empty Temporary Internet Files folder when browser is closed (on
the Advanced tab)
• Internet Explorer is below version 9
• The browser is Firefox
Click the OK button on the message to return to the Support Settings page or click the Help link to
open a page in the online Help that provides step-by-step instructions on setting up Internet
Explorer.
Note: When you click the Browser Settings Check button, you will receive a prompt to install an
ActiveX control. Click Allow.
56
Release 3.10
October 2014
Immunizations
Immunizations
You can now send batches of immunizations to your registry.
Updated Clinical Preferences
The Clinical Preferences page has been updated for this feature.
Figure 54. Clinical Preferences page
Revised order
The order of items on the page has been revised and rearranged.
New section
There is a new Immunizations Transmission to Registry section. Options in this section allow you
to send batches of immunizations. The table below describes the new fields.
Element
Description
Date Range
Use these fields to enter a range of dates of
immunizations to transfer. Both fields will be empty
by default and the Date To field cannot be a future
date.
Registry
These fields display the registries that you are
signed up for. You can click the + icon to add
another state.
Click the trash can icon to remove the registry from
the list.
October 2014
Release 3.10
57
Updated Clinical Preferences
58
Element
Description
Send to Registry button
Click this button to send all immunizations dated in
the date range to the registries. This field will be
disabled until you enter a date range.
Release 3.10
October 2014
Results
Results
Updated Results smart code
The Results smart code is now a separate tab within the progress note. In addition, several
changes were made to the smart code.
Removed buttons
Two buttons have been removed from the smart code: Save and Clear.
New button
There is a new Close button at the top of the tab. This button replaces the Save button. Clicking it
will close the smart code and return you to the note. When you save the note, the results for the
patient will be updated based on the detail in the smart code.
Figure 55. Results smart code
Templates that already contain the Results smart code will be updated with the new tab.
Updated Unsigned Results tab
Revised Lab Type field
The Lab Type field will no longer be blank. If the value is not set by an incoming result, it will be set
to Laboratory. Any existing results will have this value updated to Laboratory if it is blank. This will
affect the Core Measure Stage 2: Computerized Provider Order Entry (CPOE) and the Stage 2
Core Measure: Clinical Lab-Test Results.
Also, on the All Results tab, the Lab Type field will be a drop-down and you can select the following
values in addition to Laboratory:
• Radiology
• Microbiology
• Pathology
October 2014
Release 3.10
59
Updated Test Information page
You will be able to change this value for all incoming results that are not in a final status. This will
not affect the linking of child tests. Once, you change the value, click the Save button.
Updated Test Information page
For results received electronically after this release, when the Performing Center section of the Test
Information page is expanded, you will now see the lab phone number and CLIA number.
This will not affect existing lab results.
60
Release 3.10
October 2014
New Person window
New Person window
The New Person window has been streamlined. Several fields have been removed and the entire
window is now visible at once. In addition, all fields are now required (only one phone number).
Figure 56. New Person window
You can specify if the person is a patient or not by selecting the This person is a patient check box.
This check box is selected by default. If you clear this check box, the Preferred Internal Provider
field will be hidden. In addition, when the Patient Demographics page opens, several fields that
apply only to patientes will be hidden on that page.
In addition, if you select Relay Health Messaging from the Contact Preference drop-down, you can
enter an Email address for the person.
Important Note: Completing the fields on this window will NOT complete the patient’s entire chart.
You MUST complete the additional fields on the patient’s chart if you want to meet meaningful use.
Depending on which page you were creating a new person, the page that opens when you click
the Save button will change. The table below describes the starting page and final page.
Starting Page
Final Page
Admin View - add New
Demographic chart
October 2014
Release 3.10
61
New Specialty Templates
Starting Page
Final Page
Demographic page - Add New
Demographic chart from Chart view
Schedule View - Add New
Demographic chart from Schedule view
Accounting View - Add New
Demographic chart from Accounting view
Add New - New Purchase/Claim
New Purchase page
Add New - New appointment
New Appointment page
Demographics > Accounts > Responsible
Party > Add New
Responsible Party with updated information
Demographics > Accounts > Subscriber >
Add New
Subscriber account with updated information
Demographics > Contacts > New (type =
person) > Add New
Contact tab with updated information
Schedule > right-click > Add Appointment
> Add New
Appointment page with updated information
New Specialty Templates
There are three new specialty templates now available for selecting in notes and in Note
Templates:
• OB Post-Partum Exam
• OB Early Pregnancy Problem
• OB Prenatal Visit
Custom codes in encounters
When a custom code is selected on the clinical encounter, the internal code will now be stored and
passed through to the Practice Management System.
62
Release 3.10
October 2014
Chapter 2 - Resolved Issues
The following issues were resolved with McKesson Practice Choice Release 3.10. Defect
Number/
PSR
Number
View
Description
150920/
150537
Chart View - Notes
You can now edit a template and the diagnosis and procedure
codes will appear.
Steps to recreate
1. In the Admin view, edit a note template.
2. In a note, verify that when you add a Diagnosis and
Procedures Insert code, the diagnosis and procedure
codes are pulled into the note.
153228
Chart View Demographics
Files sent from Medisoft or Lytec containing and ampersand (&)
are now processed correctly.
Steps to recreate
1. Create a patient record or edit a record in Medisoft or Lytec,
making sure a transferred value contains an ampersand.
2. Allow the information to be sent to McKesson Practice
Choice via McKesson Practice Interface Center.
3. Verify in Practice Choice that the data with the ampersand
appears correctly.
143935
Chart View Immunizations
Time stamps on immunizations that are entered will no longer
change to Eastern Standard Time after they are saved.
Steps to recreate
1. In the Chart View, enter an immunization record and save
it.
2. Verify that the time stamp remained on your time zone.
154507
Accounting View Claims
The Insurance Type Code is now being sent for primary claims
when Medicare is secondary.
Steps to recreate
1. Enter charges for a patient whose secondary insurance is
Medicare and primary insurance is another payer.
2. Send the charges and verify that the Insurance Type Code
was sent.
October 2014
Release 3.10
63
Chapter 2 - Resolved Issues
64
Release 3.10
October 2014

Medisoft Release Notes

Transcription

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