Greenway Intergy EHR 9.10 New System Features

Transcription

Greenway Intergy EHR 9.10 New System Features
Intergy EHR
SUMMER
2015: v9.10 + v9.20
Version 9.10
New System Features
General
Redesigned Interface
Redesigned Interface
Intergy EHR has been enhanced with a completely updated, redesigned graphical interface.
A fresh, new color palette and new fonts have been used to modernize the design and
improve readability.
In addition, tabs in areas such as Chart have been streamlined, and buttons in the
Navigation Bar have a brand new look.
You have reached the end of the Redesigned Interface topic.
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Greenway Intergy EHR 9.10 New System Features
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Chart
Viewing Notes and Printing PDFs of Cardiology Results
Chart
This section describes the changes and enhancements made to Chart in version 9.10 of
Intergy EHR.
•
Accessing the Patient Chart Setup Window
•
Configuring Chart Navigation Buttons
•
Configuring Chart Summary Sections
•
Configuring Encounter Detail Sections
•
Patient Summary Enhancements
•
Showing/Hiding the Patient Picture
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Chart
Accessing the Patient Chart Setup Window
Workflow: Accessing the Patient Chart Setup Window
1. Access the Patient Chart Setup window by clicking the gear icon at the upper right of
the patient’s chart.
Alternately, you can access the Patient Chart Setup window from the Intergy EHR menu
by selecting Setup, and then selecting Patient Chart.
The Patient Chart Setup window opens.
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9
Chart
Accessing the Patient Chart Setup Window
2. From the Settings For drop-down list, select the chart layout you want to change.
Based on security settings, you may be able to modify only your personal chart layout.
However, you might have access to modify the Practice Default Chart layout.
Note:
If you modify the Practice Default Chart layout, the changes you make will
apply to everyone who uses the default layout. For more information about
assigning security permissions for modifying the Practice Default chart layout,
refer to the topic “Setting the Security Permissions for Patient Chart Layout” in
the Intergy EHR online help or the Intergy EHR Setup Guide.
You have reached the end of the Accessing the Patient Chart Setup Window
topic.
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Chart
Configuring Chart Navigation Buttons
Configuring Chart Navigation Buttons
You can configure which navigation buttons display in the Nav Bar on the left side of the
patient’s chart in Intergy EHR. You can also reorganize the buttons to display in the order
you want. For example, you could move the Immunizations button higher up on the list, or
move the Docs button farther down.
With this enhancement you now can configure the Web Applications
button, which previously was not movable.
In addition, the Medications and Administered Meds buttons have been separated, and
now can be configured independently.
Similarly, the Recalls, Charge History, Diagnosis History, and Appointments buttons
have been separated, and now can be moved and configured independently.
With these enhancements, the only button that cannot be moved or configured is
the Info button, which always remains at the top of the Nav Bar.
Note:
For more information about using the Nav Bar, see the “Chart Overview” topic in
the Intergy EHR online help or the Intergy EHR User’s Guide.
The workflow below describes how to configure Chart navigation buttons.
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Chart
Configuring Chart Navigation Buttons
Workflow: Configuring Chart Navigation Buttons
1. On the Patient Chart Setup window, select the Chart Navigation tab. The Chart
Navigation tab displays.
The chart summary sections are listed in the current order that they display in the Nav
Bar of your Intergy EHR system.
2. Do the following to configure the buttons of the Nav Bar:
If
Then
You want a button to
display in the Nav Bar
Check the box beside the button. The button will display in the Nav
Bar. If the Nav Bar contains more buttons than can be displayed, the
additional buttons can be accessed through the More option on
the Nav Bar.
Clear the box beside the button. The button will not display in the
You want to remove a
button from the Nav Bar Nav Bar.
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Chart
Configuring Chart Navigation Buttons
If
Then
You want to move a
button to a different
position in the Nav Bar
Drag and drop the button in the list to the location where you want
it to display. For example, if you wanted to move the Vitals button to
the second position in the Nav Bar, drag and drop it there from its
current location in the list.
3. When you are done configuring chart navigation options, click the Save button to save
your changes. All the changes you have made on each of the tabs on the Patient Chart
Setup window are saved.
Note:
Changes you make on the Patient Chart Setup window will not show up in the
Chart display until you click the Save button.
TIP
If you want to configure other Patient Chart Setup window tabs before
saving your work, you can do so. However, be sure to click Save when you are
done, so that your changes are saved.
You have reached the end of the Configuring Chart Navigation Buttons section.
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Chart
Configuring Chart Summary Sections
Configuring Chart Summary Sections
The Patient Summary tab of the Patient Chart Setup window allows you to control what is
displayed on the summary page of the patient’s chart, including the information displayed
on the Today panel.
The workflow below describes how to configure Chart Summary sections.
Workflow: Configuring Chart Summary Sections
1. On the Patient Chart Setup window, select the Patient Summary tab. The Patient
Summary tab displays.
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Chart
Configuring Chart Summary Sections
2. Do the following to configure the Chart summary and Today panel:
If
Then
You want a section to
display in the Chart
summary
Check the box beside the section. The section will display in the
Chart summary.
You want to remove a
section from the Chart
summary
Clear the box beside the section. The section will not display in
Chart summary. For example, if you do not want Recent Images to
display in the Chart summary, or you do not want Tasks to display in
the Today panel, clear those boxes.
You want to move a
section to a different
position in the Chart
summary
Drag and drop the section in the list to the location where you want
it to display. For example, if you wanted to move the Recent Cardio
Results section to the third position in the summary, drag and drop
it there from its current location in the list.
3. When you are done configuring the Chart summary and Today panel, click the Save
button to save your changes. All the changes you have made on each of the tabs on the
Patient Chart Setup window are saved.
Note:
Changes you make on the Patient Chart Setup window will not show up in the
Chart display until you click the Save button.
TIP
If you want to configure other Patient Chart Setup window tabs before
saving your work, you can do so. However, be sure to click Save when you are
done, so that your changes are saved.
You have reached the end of the Configuring Chart Summary Sections section.
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Chart
Configuring Encounter Detail Sections
Configuring Encounter Detail Sections
The Encounter tab of the Patient Chart Setup window allows you to control what
information displays in the Encounter Detail in Chart. For example, if your practice is a
cardiology clinic that does not perform immunizations, you could choose not to display
information about immunizations.
You can also specify whether each section displayed in the Encounter Detail should be
displayed in its normal width or in Wideview.
Note:
You display Encounter Detail by selecting the Pt Enc button in the Nav Bar, then
selecting an encounter from the list of encounters that displays.
The workflow below describes how to configure Encounter Details sections.
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Configuring Encounter Detail Sections
Workflow: Configuring Encounter Detail Sections
1. On the Patient Chart Setup window, select the Encounter Detail tab. The Encounter
Detail tab displays.
2. Do the following to configure the sections of Encounter Detail:
If
Then
You want a section to
display in Encounter
Detail
Check the box in the Show column beside the section. The section
will display in Encounter Detail.
You want to remove a
section from Encounter
Detail
Clear the box in the Show column beside the section. The section
will not display in Encounter Detail. For example, if you do not want
immunization details to display in Encounter Detail, clear that box.
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Chart
Configuring Encounter Detail Sections
If
Then
You want a section to
display in Wideview
Check the box in the Wide column beside the section. This provides
more space on the page to display the information. For example, if
you want medications to display in Wideview, check the box in the
Wide column beside it. The other sections will remain their regular
size, while the Medications section will span the width of the
Encounter Detail.
You want a section to
display in normal width
Clear the Wide check box for that section.
You want to move a
section to a different
position in Encounter
Detail
Drag and drop the section in the list to the location where you want
it to display. For example, if you wanted to move the Recent Cardio
Results section to the third position in the detail, drag and drop it
there from its current location in the list.
3. When you are done configuring Encounter Detail sections, click the Save button to
save your changes. All the changes you have made on each of the tabs on the Patient
Chart Setup window are saved.
Note:
Changes you make on the Patient Chart Setup window will not show up in the
Chart display until you click the Save button.
TIP
If you want to configure other Patient Chart Setup window tabs before
saving your work, you can do so. However, be sure to click Save when you are
done, so that your changes are saved.
You have reached the end of the Configuring Encounter Detail Sections section.
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Chart
Patient Summary Enhancements
Patient Summary Enhancements
The following enhancements have been made to the Patient Summary in Chart:
•
The patient banner now displays the patient’s primary insurance.
•
The new Care Team section is available on the Patient Summary.
•
The Recent Labs, Cardio Results, and Images sections in Patient Summary now show
the last five entries for each. This lets you view the most recent results for those
sections, even if they occurred before the patient’s last visit.
You have reached the end of the Patient Summary Enhancements section.
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Chart
Showing/Hiding the Patient Picture
Showing/Hiding the Patient Picture
As in previous versions of Intergy EHR, you can set up Intergy EHR parameters so that you
can view an available photo for the patient, birth date, and Social Security number in the
Patient Banner section of the Patient Summary. For patients without a photo on file, the
generic photo icon displays as blue for male patients, magenta for female patients, and
indigo for those patients whose gender has not been recorded.
In version 9.10 of Intergy EHR, a collapse icon has been added to the bottom right of the
Patient Banner when the patient’s picture is visible. Clicking the collapse icon hides the
patient’s picture, name, and date of birth.
If the Patient Banner is minimized, then the expand icon displays instead. Clicking the
expand icon displays the patient’s picture, name, and date of birth.
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Chart
Showing/Hiding the Patient Picture
When the patient’s picture is displayed, you can click the expand icon on the picture to see
a larger version of the picture.
You have reached the end of the Showing/Hiding the Patient Picture section.
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Orders/Charges
Reopening a Pregnancy
Orders/Charges
The following changes have been made to Orders/Charges in Intergy EHR:
•
Authorization Number in Orders Group Details
•
Changes to Diagnoses and Orders
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Orders/Charges
Authorization Number in Orders Group Details
Authorization Number in Orders Group Details
The Orders Group Details dialog box now contains the new Authorization # field, which
specifies the identifying number associated with the order. The authorization number
might be provided by the patient’s insurance or a referring provider.
This new field allows you to include the authorization number on the order. Then, when the
order is sent via HL7 to another practice or facility, the number will be on the order that is
received. Once it is on the order, it is included on other items, such as the appointment that
is created.
For more information about the authorization number and HL7 orders and results, see
“Sending Outbound Orders (from Intergy EHR)” on page 33.
You have reached the end of the Authorization Number in Orders Group Details
section.
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Orders/Charges
Changes to Diagnoses and Orders
Changes to Diagnoses and Orders
Intergy and Intergy EHR now support encounter-level diagnoses for billing. This allows
providers to select as many diagnoses as needed to associate with an encounter on a claim;
however, only four (4) diagnoses can be associated with a charge. Beyond the four chargeassociated diagnoses, the remaining diagnoses will display on the claim as additional
encounter diagnoses. The additional diagnoses will be limited to a number specified by the
insurance payer.
Along with this enhancement, the Selected Diagnoses and Orders panel of Orders/Charges
has been renamed the Orders/Charges Cart.
As in previous versions of Intergy EHR, when a diagnosis or order is selected, it displays in
the bottom panel of the Orders/Charges window in the Orders/Charges Cart list. The
diagnoses are listed first, and then each order displays under the primary diagnosis with
which it is associated. You can add diagnoses for an encounter in the Orders/Charges Cart.
Diagnoses can be added from the encounter note or from Orders/Charges. The diagnoses
are displayed in numerical order. You can reorder the diagnoses in the orders tree by
dragging and dropping the diagnoses.
The maximum allowed diagnoses is the maximum number supported by the patient's
primary insurance, which is displayed in the Orders/Charges Cart header. If the Orders/
Charges Cart list contains more diagnoses than the number supported by the insurance, a
warning will be displayed when you attempt to save. Diagnoses added to the cart will be
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Orders/Charges
Changes to Diagnoses and Orders
added to the encounter, and diagnoses removed from the cart will be removed from the
encounter.
The icon that displays in front of the order indicates its type: prescription renewal, new
prescription, lab request, task, order, or charge. Icons also display for follow-up information
and facility information. Any diagnoses selected for the patient in Encounter Note display
automatically in the Orders/Charges Cart list. The text “From Note” displays in parentheses
after these diagnoses to distinguish them from diagnoses selected in Orders/Charges.
Diagnosis Tree Modifications
The following modifications have been made to the diagnosis tree in the Orders/Charges
Cart:
•
The No Diagnosis node now is always the first in the tree. You can no longer drag and
drop it to other locations
•
Unresolved diagnosis nodes (such as for multiple ICD-10 codes) are listed after the No
Diagnosis node, if it exists. If the No Diagnosis node is not present, then unresolved
diagnosis nodes are listed first.
Note:
You can no longer drag and drop an unresolved diagnosis node to another
location in the list. However, after a diagnosis is resolved it is numbered and can
be moved.
•
Re-ordering the nodes in the Orders/Charges Cart affects their order in the encounter
diagnoses, and will affect their position on the claim when billing.
•
Additional diagnoses added in labs, charges, and so forth, are added to the tree in the
Orders/Charges Cart. However, they are only saved if you click Save in the cart. Note
that this is only applicable to labs ordered via the Lab Ordering window.
TIP
For more information about how the new functionality of Orders/Charges
works when posting charges, refer to the Intergy 9.10 New System Features
document.
You have reached the end of the Changes to Diagnoses and Orders topic.
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Practice and System Setup
User Password Enhancements
User Password Enhancements
The following Intergy user password enhancements have now been implemented for the
Intergy and Intergy EHR systems:
•
Security Questions for Changing a Password at Logon
•
Setting Up Your Security Questions
•
Option to Change Password at Logon
These enhancements are described in the following sections.
Security Questions for Changing a Password at Logon
Security questions are now included for answering when you change your password at
logon. This provides greater security for your Intergy system by requiring additional
authentication of users.
Previously, security questions were not used with Intergy passwords.
Now, a user is required to set up security questions for changing passwords at logon. When
attempting to change his or her password at logon, a user is required to answer the security
questions. Additionally, when a user is forced to change a password, the user will be
required to reset his or her security questions.
Setting Up Your Security Questions
To set up your user security questions
and answers, the new Select Security
Questions dialog box has been added
for selecting your user password security
questions and entering your answers.
The Select Security Questions dialog box
displays on the first logon after upgrade
for users to set up their security
questions.
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Practice and System Setup
User Password Enhancements
You can select three security questions and enter your answers or you can skip the security
questions for this logon.
To
Do this
Select security questions
and enter answers
1. For 1. Question, 2. Question, and 3. Question, select a security
question, and then enter your answer in the field below the
question. Answers are not case sensitive.
2. Click the Save button.
Skip security questions for
this logon
Click the Skip for now button. You will be prompted to select
questions and enter the answers the next time you log on.
Option to Change Password at Logon
You now have the option to change your password from an Intergy system (Intergy and
Intergy EHR) logon window, if the user permission to change your password had been set
by the system administrator. This allows you to reset your password and log on if you are
locked out or have forgotten your password. Additionally, this provides you with the ability
to change your password at logon.
Previously, passwords could be changed only after logon from within the Intergy system, if
the user permission to change your password had been set by the system administrator. If
you had forgotten your password, there was not a method available for you to reset your
own password and log on, which was done by support personnel.
Now, you have the ability to reset or change your password at logon, if the user permission
to change your password has been set by the system administrator. The new Forgot
Password? link has been added to all LogOn windows for the Intergy and Intergy EHR
systems.
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Practice and System Setup
User Password Enhancements
Additionally, the new Security Questions dialog
box has been added. The Security Questions dialog
box displays when you click the new Forgot
Password? link on an Intergy system (Intergy and
Intergy EHR) LogOn window. This allows you to
answer your password security questions in order to
change the password.
Workflow: Changing the Current User Account Password at Logon
If your user account has security permission to change your password, you can now do so
from an Intergy system (Intergy and Intergy EHR) logon window. This permission is
configured from the Users and Security window in either Practice Administration or System
Administration.
1. In the Intergy system logon window, enter your user name.
2. Click the Forgot Password? link. The Security Questions dialog box displays.
Note:
If your current user account has not been set to allow you to change the
password, you will be prompted to contact your system administrator.
3. In the Security Questions dialog box, enter an answer to the three security questions
and click OK. If the three questions are all answered correctly, the Change Password
dialog box displays.
4. Enter the current password.
5. Enter the new password.
6. Enter the new password again in the Confirm new password field. This verifies the new
password is entered correctly.
7. Click the OK button. You are logged in to the Intergy system. The new password will be
in effect on the next logon to your account.
You have reached the end of the User Password Enhancements topic.
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Greenway Intergy EHR 9.10 New System Features
Prescriptions
User Password Enhancements
Prescriptions
The following changes have been made to prescriptions in Intergy EHR:
•
Pharmacy Notes
•
Rx Details Dialog Box Modifications
•
Secondary Pharmacy for Patients
•
Viewing Transmission Notes for a Medication
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Prescriptions
Pharmacy Notes
Pharmacy Notes
The Pharm. Notes field has been added to the Rx Details dialog box. This field lets you
provide additional notes for the pharmacist that are separate from the patient instructions.
Quick text notes for the Pharm. Notes field can be defined in the Intergy desktop in Quick
Text Maintenance for the quick text type 'RXPHARMACYNOTES'.
In addition, the new Report Builder field RTMemo[2] has been added to enable you to
modify your Rx Forms to use the new Pharm. Notes field.
Note:
Pharmacy notes are sent electronically without any setup being necessary.
However, if you want notes to show in printed Rx, please log a Support case
through the Greenway Customer Community.
You have reached the end of the Pharmacy Notes topic.
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Prescriptions
Rx Details Dialog Box Modifications
Rx Details Dialog Box Modifications
This section describes the modifications that have been made to fields on the Rx Details
dialog box. Several fields have been moved or renamed, and the Sig. field now has
enhanced functionality.
First, to make room for the new Pharm. Notes field, the DAW (Dispense As Written) field
has been moved up, so that it is now below the Units field. In addition, the following fields
have been renamed:
Old field name
New field name
Prescribe as Needed
PRN
Directions
Pat. Instruct.
The locations of these fields are shown in the following example:
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Prescriptions
Rx Details Dialog Box Modifications
In addition, the Sig field now features enhanced functionality. When you make a selection
in the Sig field, the Intergy EHR system now displays those instructions in the Pat. Instruct.
field. You can leave those instructions as they appear, or you can edit them.
Note:
Only the text in the Pat. Instruct. field is sent to the patient. This ensures that the
patient receives only one set of instructions, rather than possibly receiving
conflicting instructions from two different sources (fields) in the Intergy EHR
system.
You have reached the end of the Rx Details Dialog Box Modifications topic.
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Secondary Pharmacy for Patients
Secondary Pharmacy for Patients
In Intergy and Intergy EHR, patients now can have both a primary pharmacy and a
secondary pharmacy. (Previously, only a single pharmacy could be entered for each
patient.) Being able to enter both a primary and a secondary pharmacy is very useful when
a patient has both a local pharmacy and a mail-order pharmacy that are used in different
situations, such as a mail-order pharmacy for chronic conditions and a local pharmacy for
acute conditions. In addition, some patients might use more than one pharmacy based on
where they can get the best price on prescriptions. Other patients might use one pharmacy
most of the year, but use another pharmacy seasonally, such as if they spend the winter or
summer in a different area.
The primary location for entering a patient’s pharmacy information is your Intergy system.
However, you can also add, edit, or delete a patient’s pharmacy in the practice information
section of the Patient Info List in your Intergy EHR system.
For more information about adding, changing, or removing a patient’s pharmacy in your
Intergy system, refer to the Intergy 9.10 New System Features and online help.
For more information about adding, changing, or removing a patient’s pharmacy in your
Intergy EHR system, refer to the workflows below:
•
“Adding a Pharmacy for a Patient” on page 62
•
“Changing the Patient’s Default Pharmacy” on page 64
•
“Removing the Patient’s Default Pharmacy” on page 65
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Prescriptions
Secondary Pharmacy for Patients
Workflow: Adding a Pharmacy for a Patient
1. To add a pharmacy for the patient, click the header of the Pharmacy section of the
Patient Info List to display the pop-up menu.
2. Do one of the following:
If
Then
The patient already has
a default primary
pharmacy
From the pop-up menu, select Set Secondary Pharmacy.
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Prescriptions
Secondary Pharmacy for Patients
If
Then
The patient does not
have a default
pharmacy
From the pop-up menu,
select Set Default
Pharmacy.
The Set Default Pharmacy dialog box displays.
3. From the drop-down list in the Pharmacy field, select the patient’s default pharmacy
and click the OK button. The pharmacy you select displays in the patient’s information.
The process is complete.
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Prescriptions
Secondary Pharmacy for Patients
Workflow: Changing the Patient’s Default Pharmacy
1. In the Patient Info List, right-click on the pharmacy that is listed and select Change
from the pop-up menu that displays.
The Set Default Pharmacy dialog box displays.
2. From the drop-down list in the Pharmacy field, select the patient’s default pharmacy
and click the OK button. The pharmacy you select displays in the patient’s information.
The process is complete.
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Secondary Pharmacy for Patients
Workflow: Removing the Patient’s Default Pharmacy
In the Patient Info List, right-click on the pharmacy and select Remove from the pop-up
menu that displays. The pharmacy is removed from the patient’s information.
•
If a secondary pharmacy exists for the patient, then that secondary pharmacy becomes
the new primary pharmacy and is displayed in the patient’s information.
•
If the patient does not have a secondary
pharmacy, then the message “No Default
Pharmacy” displays in the patient’s information.
The process is complete.
You have reached the end of the Secondary Pharmacy for Patients topic.
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Prescriptions
Viewing Transmission Notes for a Medication
Viewing Transmission Notes for a Medication
When viewing a patient’s medications on the Meds tab, you now can view transmission
notes for prescriptions that were transmitted electronically. For example, you can view the
times that transmission messages were sent and received, or see if any errors occurred
during transmission.
If you need additional information about a note, you can click the link in the Note column
to display technical information about the transmission message. This information can be
helpful when troubleshooting any problems that might have occurred during the
electronic transmission of the prescription.
Following is an example of the Meds tab for a patient, showing the Transmission Notes
link in the Pharmacy section:
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Prescriptions
Viewing Transmission Notes for a Medication
When you click the Transmission Notes link, the Transmission Notes for Prescription dialog
box displays.
The Note column describes each action that occurred during electronic transmission of the
prescription, such as transmission messages being queued, sent, and received.
To view more information about a note,
click on the blue link in the Note
column. The Activity Notes message
box displays more technical
information about the transmission
message, such as error codes when
applicable. The additional information
can be helpful when troubleshooting
problems that might have occurred
during electronic transmission of the
prescription.
When you have finished viewing the
Activity Notes, click the Close button.
You have reached the end of the Viewing Transmission Notes for a Medication
topic.
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Vitals
Viewing Transmission Notes for a Medication
Vitals
The following change has been made to Vitals in Intergy EHR:
•
WHO Growth Charts
•
Vitals Percentiles
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Vitals
WHO Growth Charts
WHO Growth Charts
You can now view World Health Organization (WHO) growth charts for infants and children
from birth to 2 years of age (0-24 months). This allows you to use WHO growth standards
for infants and children from birth to 2 years of age (0-24 months) as recommended by the
Centers for Disease Control and Prevention (CDC).
Previously, only CDC growth charts were available for infants and children from birth to 2
years of age (0-24 months). Now, both CDC and WHO growth charts are available.
The new WHO growth charts have been added to the Growth Charts window. If the current
patient is from birth to 2 years of age (0-24 months), the WHO growth charts are displayed
by default.
Additionally, WHO and CDC radio buttons have been added in the lower portion of the
window below the growth chart. This allows to you to select whether to display WHO or
CDC growth charts for a patient who is from birth to 2 years of age (0-24 months). If the
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Vitals
WHO Growth Charts
current patient is from birth to 2 years of age (0-24 months), the WHO radio button is
selected by default.
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Vitals
WHO Growth Charts
You can show the CDC growth charts for a patient who is from birth to 2 years of age (0-24
months) by selecting the CDC radio button.
You have reached the end of the WHO Growth Charts topic.
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Vitals
Vitals Percentiles
Vitals Percentiles
You can now view percentile values for the height, weight, and head circumference vitals
measurements for pediatric patients in the Today’s Vitals section of the Patient Summary.
Previously, only the measurements for weight, pulse rate, and blood pressure were
displayed. Now, in addition to the measurements for weight, pulse rate, and blood
pressure, the percentiles for the weight, height, and head circumference measurements of
pediatric patients are displayed. Additionally, when you hover the pointer over the
percentile section, the section changes to a View Growth Chart button. This allows you to
open the growth chart for the patient by clicking the button.
The new percentiles section has been added to the Today’s Vitals section of the Patient
Summary.
The height and head circumference percentiles are only displayed for patients up to 3 years
of age.
For patients under the age of 2 years, the WHO growth charts are used to calculate the
percentiles. For patients over the age of 2 years, the CDC growth charts are used. Note that
the head circumference measurement applies for only patients 2 years old or younger.
When more than one set of vitals measurements is entered for today’s date, only the values
for the most recent measurements and percentiles will be displayed. The percentiles panel
only displays for pediatric patients (under the age of 18 years).
If a vitals measurement of height, weight, or head circumference is missing, a short line will
be displayed under the heading to indicate that there is no measurement value for the
percentile.
You have reached the end of the Vitals Percentiles topic.
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Patient Information
Rx Audit Report Updates
Patient Information
This section describes the new features and enhancements for Patient Information in the
Intergy and Intergy EHR systems.
•
Medication History Consent
•
Rx History Details
•
Person and Patient Preferred Name
•
Social Security Number Masking in Patient Search
•
Enforce Required Registration Fields in Patient Information
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Patient Information
Medication History Consent
Medication History Consent
You can now enter and view the medication (Rx) history status of a patient’s consent
concerning the practice’s use of protected health information (PHI) for treatment, payment,
or operations (TPO).
This provides additional patient consent options and information for medication history.
Previously, only one patient consent status was available to be assigned and viewed for a
patient.
Now, in addition to the main consent status, a medication history consent status is also
available.
The new Rx Hx Consent field has been added to the Intergy Patient Registration Patient
Demographics page. This allows you to enter the medication history consent status when
registering a new patient.
On upgrade, the default value is based on the patient’s main consent status.
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•
If the patient’s main consent status is ‘No’, the Rx History consent status will be
defaulted to ‘No’.
•
If the patient’s main consent status is any other value than ‘No’, the Rx history
consent status will be defaulted to ‘Yes’.
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Patient Information
Medication History Consent
If you set the new Default Rx History Consent parameter in Intergy System Administration
in System Configuration and Intergy Practice Administration in Practice Configuration, the
default value will then be based on the parameter setting.
The new Rx Hx Consent field is displayed in Patient Information (Privacy Page, Consent tab).
This allows you to view a patient’s medication history consent status.
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Patient Information
Medication History Consent
When you update a patient’s consent in the Update Consent dialog box, the Rx history
consent status is now included.
Additionally, when you view consent information in the Consent Details/History viewer, the
Rx history consent status is now included.
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Patient Information
Medication History Consent
In the Intergy EHR system, you can view the Rx history consent status on the patient
Demographics page of Patient Information. To show the Patient Demographics page from
Patient Information, click the More button.
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Patient Information
Medication History Consent
The Patient Demographics page displays instead of the Patient Summary.
You have reached the end of the Medication History Consent topic.
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Patient Information
Rx History Details
Rx History Details
You can now show additional Pharmacy Benefit Manager (PBM) prescription (Rx) history
information for a patient.
This allows you to view additional prescription information that is not displayed in the PBM
Rx History window. For example, the prescription number is not displayed in the PBM Rx
History section, but you can view the prescription number for a medication by showing the
history details.
The new View Details link has been added to the PBM Rx History window in the Intergy EHR
system.
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Patient Information
Rx History Details
Clicking the View Details link opens the new Rx History Details window.
You have reached the end of the Rx History Details topic.
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Patient Information
Person and Patient Preferred Name
Person and Patient Preferred Name
You can now enter, edit, and view a preferred name for a person or patient.
This allows you to identify the preferred name for a person or patient and address the
person or patient by the preferred name.
Previously, a preferred name for a person or patient was not available.
Now, a preferred name can be added for a person or patient and viewed so that staff can
use the preferred name when addressing the person or patient.
The following enhancements have been made for the person and patient preferred name:
•
The new Preferred field has been added in Patient Registration (Patient Demographics
page). This field is used to enter the preferred name given by the person being
registered as a patient that the person would like used when being called or addressed.
The field is available when registering or quick registering a patient.
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Patient Information
Person and Patient Preferred Name
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•
The new Preferred field has been added in Person Maintenance. This field is used to
enter the preferred name given by the person that the person would like used when
being called or addressed.
•
The new Require/Close Preferred Name for Patient Registration parameter has been
added in System Configuration in Intergy System Administration and Practice
Configuration in Intergy Practice Administration. The parameter specifies whether the
Preferred field is available for editing, is required, or closed on the Patient Registration
window.
•
The new Require/Close Preferred Name for Quick Registration parameter has been
added in System Configuration in Intergy System Administration and Practice
Configuration in Intergy Practice Administration. The parameter specifies whether the
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Patient Information
Person and Patient Preferred Name
Preferred field is available for editing, is required, or closed when Quick Registering a
patient on the Patient Registration window.
•
The new preferred name now displays in the Patient Check In list on the Patient Check
In window, when a preferred name has been entered for a patient. The preferred name
is displayed in parentheses to indicate that it is the preferred name of the patient.
•
The new preferred name now displays in the Patient Check In list on the Patient Flow
Tracking window, when a preferred name has been entered for a patient. The preferred
name is displayed in parentheses to indicate that it is the preferred name of the patient.
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Patient Information
Person and Patient Preferred Name
•
The new preferred name now displays in Patient Information (Personal page, Summary
tab), when a preferred name has been entered for a patient. The preferred name is
displayed in parentheses to indicate that it is the preferred name of the patient.
•
The new preferred name now displays in the Patient Header, which is located at the top
of the Chart Summary List in the Intergy EHR system. The preferred name is displayed in
parentheses to indicate that it is the preferred name of the patient.
You have reached the end of the Person and Patient Preferred Name topic.
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Patient Information
Social Security Number Masking in Patient Search
Social Security Number Masking in Patient Search
You can now specify the type of display of patient Social Security Number (SSN) in patient
search dialog boxes in the Intergy and Intergy EHR systems.
This provides you with options for protecting the security and privacy of your patients’
SSNs by controlling the information that may be displayed on-screen.
Previously, there were no options for setting the display of patient SSN.
Now, you can select the SSN information that will be shown or masked in patient search
dialog boxes, such as the Select Patient for Patient Information dialog box in the Intergy
system and the Select Patient dialog box in the Intergy EHR system.
The new Display SSN in Patient Search parameter has been added to Practice Configuration
in Practice Administration and System Configuration in System Administration. This allows
you to specify the type of display of patient Social Security Number (SSN) in patient search
dialog boxes in the Intergy and Intergy EHR systems.
You can select one of the following options:
•
SHOWALL – Display the entire SSN. For example, a patient SSN will be shown as ‘12345-6789’.
•
SHOWNONE– Mask the entire SSN. For example, a patient SSN will be shown as ‘xxx-xxxxxx’.
•
LASTFOUR– Display the last 4 digits of SSN. For example, a patient SSN will be shown as
‘xxx-xx-1234’.
The parameter is shipped with a default value of 'LASTFOUR'.
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Patient Information
Social Security Number Masking in Patient Search
The following example shows the display of the patient SSN in the Select Patient for Patient
Information dialog box in the Intergy system when the parameter value is set to
‘LASTFOUR’.
The following example shows the display of the Select Patient dialog box in the Intergy EHR
system when the parameter value is set to ‘LASTFOUR’.
You have reached the end of the Social Security Number Masking in Patient
Search topic.
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