Medisoft Release Notes
Transcription
Medisoft Release Notes
Title page McKesson Practice Choice Release Notes Business Performance Services October 2014 Produced in Cork, Ireland Copyright notice Copyright notice Copyright © 2014 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved. Use of this documentation and related software is governed by a license agreement. This documentation and related software contain other intellectual property laws. Use, disclosure, reproduction, modification, distribution, or storage in a retrieval system in any form or by any means is prohibited without the prior express written permission of McKesson Corporation and/or one of its subsidiaries. This documentation and related software are subject to change without notice. United States Government Restricted Rights: This documentation and the related software are provided with Restricted Rights. Use, duplication or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 or subparagraphs (a) through (d) of the Commercial Computer Software Restricted Rights clause at 48 CFR 52.227-14, as applicable, in addition to the limitations set forth in the license agreement governing this software. Manufacturer is listed below. Unpublished rights are reserved under the copyright laws of the United States. The software described in this documentation cannot substitute for the knowledge, skill and experience of the competent medical personnel who are its intended users. Its use as such a substitute is prohibited. No part of this document may be copied or reproduced in any form or by any means without the express prior written consent of McKesson Corporation. Information in this document is subject to change without notice and does not represent a commitment on the part of McKesson Corporation. Trademarks McKesson Practice Choice is a trademark of McKesson Corporation and/or one of its subsidiaries. All other brand and product names are trademarks or registered trademarks 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 McKesson Practice Choice Release Notes Release 3.10 1 Table of Contents 2 McKesson Practice Choice Release Notes 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 McKesson Practice Choice Release Notes Release 3.10 1 Drawing on images Chapter 1 - Enhancements 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. 2 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Workflow Workflow The following workflow gives details for using the drawing on images functionality. Figure 1. Workflow October 2014 McKesson Practice Choice Release Notes Release 3.10 3 New Image Library tab in Admin view Chapter 1 - Enhancements 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. McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements New Image Library tab in Admin view 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 5 New Image Library tab in Admin view Chapter 1 - Enhancements 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 6 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 7 Add images to the Documents tab Chapter 1 - Enhancements 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. Add images to the Documents tab 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. 8 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Add images to the Documents tab 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) October 2014 McKesson Practice Choice Release Notes Release 3.10 9 Add images to the Documents tab Chapter 1 - Enhancements 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. 10 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Image Editor/Drawing tool in the Documents tab 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 McKesson Practice Choice Release Notes Release 3.10 11 Image Editor/Drawing tool in the Documents tab Chapter 1 - Enhancements 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. 12 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 13 Print Note with images Chapter 1 - Enhancements 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 Print Note with images 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. 14 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Print Note with images 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 McKesson Practice Choice Release Notes Release 3.10 15 Chart Configuration Chapter 1 - Enhancements 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 16 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements New Chart Configuration tab 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 McKesson Practice Choice Release Notes Release 3.10 17 New Chart Configuration tab Chapter 1 - Enhancements 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. 18 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements New functionality to disable Health Maintenance Alerts 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 McKesson Practice Choice Release Notes Release 3.10 19 New functionality to disable Health Maintenance Alerts Chapter 1 - Enhancements 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 20 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 21 General Preferences Chapter 1 - Enhancements 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 Select this check box if you want the system to automatically ignore delayed payment errors when scrubbing encounters. McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 Select this check box if you want the system to automatically ignore informational message errors when scrubbing claims. Delayed Payment check box Select this check box if you want the system to 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 McKesson Practice Choice Release Notes Release 3.10 23 Claims page Chapter 1 - Enhancements 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. McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 25 New Claim Scrub Error report Chapter 1 - Enhancements Element Description Save button Click this button to save any changes you made on the tab. New Claim Scrub Error report 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. 26 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 27 Claim Scrub workflow Chapter 1 - Enhancements 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. 28 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 29 Progress Notes - Diagnosis and Procedures Smart Code Chapter 1 - Enhancements • 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 30 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. This check box is clear by default. 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 31 New Encounter Scrub Error report Chapter 1 - Enhancements 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 32 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 October 2014 McKesson Practice Choice Release Notes Release 3.10 33 Encounter Scrub workflow Chapter 1 - Enhancements 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. 34 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. McKesson Practice Choice Release Notes Release 3.10 35 Best Practices Chapter 1 - Enhancements 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. 36 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 37 Updated Claims Search page Chapter 1 - Enhancements 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 Updated Claims Search page 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 38 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Updated Claims Search page 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 column of the grid. Any errors found during the scrub will appear 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 This button will be disabled if claim scrubbing is not enabled for 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 39 Updated Claims Search page Chapter 1 - Enhancements 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 40 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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. New Scrub Results tab 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 McKesson Practice Choice Release Notes Release 3.10 41 New Scrub Results tab Chapter 1 - Enhancements 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. McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements New Scrub Results tab 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. This check box is clear by default. 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: October 2014 McKesson Practice Choice Release Notes Release 3.10 43 Claim errors description Chapter 1 - Enhancements • 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. 44 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements New Claim Scrub Error report 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 column of the grid. Any errors found during the scrub will appear on the Scrub Results tab. 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 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 column of the grid. Any errors found during the scrub will appear 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. This button will be disabled if claim scrubbing is not enabled for the practice or there are no claims on the Post Charges tab. New Claim Scrub Error report 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. October 2014 McKesson Practice Choice Release Notes Release 3.10 45 Performing a batch scrub Chapter 1 - Enhancements 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. 46 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 October 2014 McKesson Practice Choice Release Notes Release 3.10 47 Changes in Allergies tab Chapter 1 - Enhancements 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. 48 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Changes in Allergies tab 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 October 2014 McKesson Practice Choice Release Notes Release 3.10 49 Changes in User Management tab Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 51 Reschedule recurring appointments Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Reschedule recurring appointments 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 McKesson Practice Choice Release Notes Release 3.10 53 Growth Chart printing Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements Growth Chart printing Figure 52. Sample printed growth chart October 2014 McKesson Practice Choice Release Notes Release 3.10 55 Browser Settings Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 57 Updated Clinical Preferences 58 Chapter 1 - Enhancements 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. McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 59 Updated Test Information page Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 October 2014 Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes Release 3.10 61 New Specialty Templates Chapter 1 - Enhancements 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 McKesson Practice Choice Release Notes 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 McKesson Practice Choice Release Notes Release 3.10 63 Chapter 2 - Resolved Issues 64 McKesson Practice Choice Release Notes Release 3.10 October 2014