• It is expected that with regular usage, the in-depth specification of these codes would help Payers to have better insights thereby benefitting them and the Clinic on two accounts:

- Reduction in Claims being denied due to incorrect coding

- Reduction in Payers requesting for medical records thereby reducing costs

• IMO (Intelligent Medical Objects), Inc provides standardized and regularly updated medical vocabularies such as ICD and SNOMED. Bizmatics has partnered with IMO to provide ICD10 mapped with SNOMED; CPT mapped with SNOMED; and HCPC mapped with SNOMED.

• Property, icd10.start.date is added to enter ICD10 start date. If property is blank then 2015-10-01 will be considered as the default start date for ICD10.

• Following are the changes applicable:

The Search popup available on the following screens now have two distinct columns dedicated to displaying ICD10 codes and ICD 9 codes:

• On Appointment Schedule screen (GoTo tab: Appointment → Schedule → Appointment Schedule screen → Complaint Search popup invoked via the Reason search icon)Refer to figure 2.1-1

Figure 2.1-1: ICD10 in Complaint Search popup

• On Enc Type screen (GoTo tab: Settings → Configuration → Enc Type→ Complaint Search popup invoked via the Default Complaints search icon) Refer to figure 2.1-2

Figure 2.1-2: ICD10 in Default Complaint Search popup

The IMO (Intelligent Medical Object) searches provided in Assessment screen, display the equivalent ICD10 codes to the already existing ICD9 codes. ICD10 implementation has affected the following places on the Assessment screen:

A) On ICD Tab

i. The Problem Codes found on the IMO Search popup invoked via the [+] button now has the inclusion of ICD10 column that gives User a better choice in selection of problems. Refer to the figure 2.2-1 The selected ICD10, is added under ICD tab on the Assessment screen . Refer to figure 2.2-2

Figure 2.2-1: ICD10 in IMO Search popup

Figure 2.2-2: ICD10 Column in the Assessment screen

ii. Past ICD search on assessment screen invoked via the [H] button now has the inclusion of ICD10 column that gives User a better choice in selection of problems. Refer to figure 2.2-3

Figure 2.2-3: ICD10 in Past ICD Search popup

iii. The Assign Complaint ICD popup on assessment screen invoked via the [C] button displays the newly added ICD10 column. Refer to figure 2.2-4

Figure 2.2-4: ICD10 in Complaint Search popup

iv. Once the ICD10 start date is applicable and if user adds an ICD9 code without ICD10 code then application will not allow proceeding further until appropriate ICD10 code is selected along with ICD9 code. A prompt is displayed on save restricting User from proceeding further. Refer to figure 2.2-5

Note: Displaying of the prompt depends on the value set in the newly added property, assessment.ignore.check4valid.icdcodes.

B) On CPT/HCPC Tab

The Assign ICDs popup now displays additionally the column of ICD10 codes. Refer to figure 2.2-6 Once selected, the ICD10 details will be displayed in tooltip.

Figure 2.2-6: ICD10 in ICD popup

C) On Goal Tab

The earlier column name of Code is now replaced with SNOMED. The change makes it clear as to which Code is being displayed. Refer to figure 2.2-7

Figure 2.2-7: SNOMED in Goal tab

The Diagnosis codes available in the Document List filter (GoTo patient’s Encounter→ TOC → Document List→ button: Filters… ) now additionally displays the relevant ICD10 codes in bracket and as part of diagnosis’ tool tip. Refer to figure 2.3-1

Figure 2.3-1: ICD10 in Diagnosis Codes

• An HPI Element that has its Result Type as ‘Master Search’ and its value as ICD invokes an IMO search on the HPI screen, complete with the display of ICD10 codes as well as the earlier ICD9 codes columns. Refer to the figure 2.4-1

Figure 2.4-1: ICD10 in HPI screen

• On selection of code from the master search, ICD10 information is displayed as tooltip. Refer to figure 2.4-2

Figure 2.4-2: ICD10 in Tooltip

Note: On save the ICDs added are available on the Assessment screen

Hint: Likewise changes are applicable for master search provided on Vital/ROS/ Physical/Specialty/HPI/Social History

The Radiology Order /Lab Order have ICDs assigned to a test at the Order level and explicitly at the Test level. In both the cases, provision has been made to display the ICD10 codes i.e. on the Order level as well as on the test level popup. Also, the Problem codes are displayed as IMO search. Refer to the figures, 2.5-1 and 2.5-2

Figure 2.5-1: ICD10 in Order level Search

Figure 2.5-2: ICD10 in 'Assign ICD' popup

• The ICD 10 details are available as tool tip. Refer to figure 2.5-3

Figure 2.5-3: Tool tip of ICD displaying the details of ICD 10 code applicable

Note:

The Assign ICDs button displays a list of ICDs added on the Assessment screen in the current Encounter plus the list of preferred ICDs added to the test(s) from the [+] button on the Lab Order screen.

On Save of the Order, the ICDs assigned individually are transferred to the Assessment.

Only ICD9 codes are seen on screen, the ICD10 codes are seen as tooltip.

Provides information on ICD 10 displayed on the Prescription screen. Refer to figure 2.6-1

Figure 2.6-1: ICD10 in Prescription screen

If ICD10 has been enabled for a Clinic then ICD10 charge codes are exported. If it is marked as ICD9, then the property hl7.export.icd10 determines if ICD10 should be exported.

• The property, icd10.start.date initiates the consideration of ICD10 in encounters. But even if the Clinic do not want to initiate ICD10 codes in their encounters as yet then also they have provision to specifically print ICD 10 codes on Progress Notes and Reports.

• A new property, encounter.show.icd10codes.intags has been added which when set as Y prints ICD 10 codes on Progress Notes and Reports, even if the property, icd10.start.date has not been assigned any value.

PrognoCIS is now certified to implement and use the updated version of Sure script Pharmacy Directory (4.6).

Following are the subtle enhancements implemented on the Pharmacy Search found on the Prescription screen:

Navigation: GoTo patient’s Encounter → TOC → Prescription

i. Service column on Pharmacy Search now displays New Rx as New and EPCS as Controlled Substance. Refer to figure 3.1-1

Figure 3.1-1: New Rx displayed as ‘New’ and EPCS as ‘Controlled Substance’

ii. Two new options, CI Message (Clinical Information Message) and CI Event (Clinical Information Event Message e.g. event related messages such as recipient read the message) has been provided at the Provider Masters. The feature allows a Provider to receive these messages in their Inbox. Refer to figure 3.1-2

Figure 3.1-2: Additional options, CI Message and CI Event available at the time of registering eRx Provider

Note: It is required that the Provider for whom these options are being selected should be N2N enabled and should have N2N email ID.

iii. Patient Savings –

•  Surescript works with PBMs (Pharmacy Benefit Management) and Payers to offer Prescribers access to patient’s ‘prescription benefit information’ which includes eligibility, benefits, and formulary information. PrognoCIS is certified for receiving this information and displays the same on the Prescription screen via the link, Patient Savings.

•  The link, Patient Savings is available on the Prescription screen under following conditions:

- If the logged in Provider is eRx enabled and N2N enabled.

- The Use Case option of Patient Saving is selected for the Provider from the Provider Master (GoTo tab: Settings → Configuration → Providers → eRx button → Register eRx Provider popup). Refer to figure 3.1-3

- Based on the history of prescriptions (eRx) for selected patient having eligibility, the PBMs (Pharmacy Benefit Management) decide to compute and send Patient Saving messages to PrognoCIS.

Note: It is at sole discretion of the PBM to send these messages for viewing in PrognoCIS. Only if these messages are received does PrognoCIS display the Patient Savings link on the Prescription screen.

•  Basically, a Provider views two types of messages in a Patient Saving message:

1. 30 to 90 days

A refill of 90 days may cost a Patient less than a 30 day refill. Refer to figure 3.1-4

2. Generic Alternative

Branded and expensive drugs usually have alternative drugs that are less expensive generic drugs which if prescribed helps in a Patient's Savings. Refer to figure 3.1-4

Figure 3.1-4: Patient Savings details displayed

• A Provider then takes appropriate ‘action’ from the Action drop-down menu. The available options are

Change Medications (Provider has to add medication manually)

Declined due to clinical reason

Declined by Paient

Declined because not the Patient’s primary/usual Provider

Contains invalid information

Contains not this prescribers Rx/medication

Hint: The feature is strictly available on request. Kindly, contact PrognoCIS Support Team for implementation details.

A new property has been added, banner.hide.clinic.name to display or hide the Clinic Name and/or Logo on PrognoCIS screen.

The property if set to ‘Y’ will not display the Clinic name on the banner and if set to N or left as blank then both Clinic name and logo are displayed. Default value of the property is blank.

Tech Support: If the property is SET to Y and the Clinic have their own Image file then rename the image file to ‘CliniclogoBanner2.gif’in the appropriate data file.

Limitation: The dimension of the image uploaded should be not more than 500 x 51.

i. Two new actions, ‘Confirmed’ and ‘Cancelled by Patient’ has been added to the Action drop-down list for To be Confirmed appointments on Patient Reminder popup. This implies that User can Confirm or Cancel an appointment from patient reminder popup without navigating to the appointment screen. Refer to figure 4.2.1-1

Figure 4.2.1-1: Additional options, 'Confirmed' and 'Cancelled by Patient' available in the Action menu for type, Appointments To be Confirmed

ii. For Upcoming Appointments, the Action menu (drop-down list) has the option, ‘Cancelled by Patient’ to make it convenient for the User to Cancel the Patient’s appointment without navigating away from the Patient Reminder popup. Refer to figure 4.2.1-2

Figure 4.2.1-2: Additional option, 'Cancelled by Patient' available in the Action menu for type, Upcoming Appointments

The tool tip on the Patient Reminder popup, additionally displays the follow up reason for a Patient. The reason is displayed only for the Follow up Due type of Appointments. Refer to figure 4.2.2-1

Figure 4.2.2-1: Tooltip displaying Follow up reason

Earlier when the Patient form was accepted by the User then the color of the Patient Form icon used to change from red to maroon. Now, for clarity and better distinction, the color of ‘accepted' patient form icon changes to green . Refer to Figure 4.3-1

Figure 4.3-1: Changed Accepted Patient Form icon color

• Bizmatics has collaborated with PayPros to implement the functionality of accepting online payments through Credit Cards and eChecks; some of the credit card types supported by PayPros are Visa, MasterCard, Discover and JCB.

• Currently, the feature is available on the Co-Pay screen, invoked via the Co-Pay icon: found on the Home Screen (Refer to figure 4.4-1) and Appointment Schedule screen (After the Patient is marked as arrived. Refer to figure 4.4-2).

• Opting for Paypros is property dependent. If the property, prognocis.paypros.applicable is set as Y If set to Y, then PayPros gateway will be available for doing payment from Copay and Patient Receipt screen using Payment Mode as Credit Card. There has to be at least one Merchant defined in Long Groups to be able to see pay button of PayPros.

Note: Once PayPros is applicable manual entry of Credit Card details is not permitted.

Figure 4.4-1: Co-Payment screen invoked via the Co-Pay icon found on the Home screen

• On the Co-Pay or Co-Payment screen a new button, Credit has been added. Refer to figure 4.4-2

Figure 4.4-2: Co-Payment screen invoked via the Co-Pay icon displaying on the Appointment Schedule screen

• On click the Credit button invokes the Accounts popup, wherein the User is expected to select the Account. It is important to note that the Credit button is enabled only if User enters an amount in the Card field. Refer to figure 4.4-3

Figure 4.4-3: Amount entered in Card field enables Credit button which in turn invokes the Accounts popup

• On click, the continue button invokes the popup wherein the Credit Card information is added. Refer to figure 4.4-4

Figure 4.4-4: Credit Card information required to be added to make a payment

• On successful transaction, the following confirmation popup is displayed. Refer to figure 4.4-5

Figure 4.4-5: Transaction Complete, confirmation prompt.

Navigation: Go to Home screen OR Go to Appointment Schedule screen

An alert “This is the last pre-auth visit for Pre-Auth number associated to this appointment” has been provided when the appointment associated with last preauthorization visit is marked as ‘Arrived’ either from the Home screen, or Appointment Schedule screen. Refer to figure 4.5-1

Figure 4.5-1: Pre-Auth popup displaying the details and the alert displayed after the Patient is marked as ‘Arrived’

Navigation: GoTo Home screen → click Insurance icon

OR

GoTo Appointment schedule screen → click Insurance icon

OR

GoTo tab: Patient Registration → click Insurance icon

The title of the Insurance screen popup now additionally displays the Patient’s Date of Birth (DOB) in mm-dd-yyyy format on the Insurance popup, alongside the name of the Patient. Refer to figure 4.6-1

Figure 4.6-1: Patient’s DOB information displayed

Users now have provision to delete patient Alerts that are ‘created’ by them as well as others.

A User has provision to delete the alerts created by them but to delete patient alerts created by other Users; an explicit role has to be assigned to the User. A new role has been introduced in the current version, ‘PatientAlertDelete’ which when assigned to a User, gives the User the right to delete alerts that are received from other Users.

Navigation: GoTo Home screen → Patient alert icon: → Patient Alert popup → View Alert tab Refer to figure 4.7-1

OR

GoTo tab: Patient → Register → Patient alert icon: → Patient Alert popup → View Alert tab Refer to figure 4.7-1

OR

GoTo tab: Appointment → Schedule → double-click any appointment → Appointment Schedule popup → Patient Alert popup → View Alert tab Refer to figure 4.7-1

Case I: To delete patient alerts created by User themselves the Del (Delete option) available with each alert gives provision for the User to delete alert. Refer to figure 4.7-1

Figure 4.7-1: Delete option available on alert to delete alert

Case II: Delete option is not available for users without the PatientAlertDelete role assigned. Refer to figure 4.7-2

Figure 4.7-2: Delete option not available on alert to delete alert if the role is not assigned to the user

• Earlier user could electronically sign the documents using ONLY signature pad. Now provision has been made to electronically sign the documents using computer mouse, stylus or tablet via PrognoSign feature of PrognoCIS.

• User has a choice to sign the document using Signature Pad or PrognoSign. To decide on the mode of signing documents, the clinic level property ‘signaturepad.use’ has to be set. If the value of the property is S then user has to sign the document using ONLY the Signature pad, if P then user has to sign the document using PrognoSign and if the property is kept blank then User cannot electronically sign the document.

• A new UI is available for the PrognoSign feature Refer to figure 4.8-1

Figure 4.8-1: UI displayed when property, signaturepad.use is set to ‘P'

Navigation: GoTo Home screen → click Legal icon: → Legal popup → Sign New tab

OR

GoTo: tab: Appointment → Schedule → click Legal icon: → Legal popup → Sign New tab

OR

GoTo: tab: Patient Registration screen → click Legal icon: → Legal popup → Sign New tab

• PrognoSign feature is available via Desktop as well as via Handheld devices as follows:

I. Using PrognoSign via Desktop:

- Select the required document to be signed and in document, click on Click to sign to electronically sign the selected document using computer mouse. Refer to figure 4.8-2

Figure 4.8-2: ‘Click to sign’ button marks the place where a User has to add signature and after a User enters signature, its label changes to ‘Signed’

- User has to click Click to sign button to add signature to their document. A popup with a small area to enter signature is displayed with the buttons, ok; clear; and cancel. User has to sign the document within this small area using their computer mouse. Refer to figure 4.8-3

Figure 4.8-3: User has to sign within the small area using mouse

- After the document is signed click any of the following buttons:

ok confirms the signature,

clear clears the signature,

cancel exits the signature popup.

- To preview all signatures in their respective position, click on Preview icon . Preview displays all the signatures that the User has signed in the document in their appropriate positions without the display of the Signed button. The User has a clear view about how the signatures would look on the document at the time of printing. Refer to figure 4.8-4

Figure 4.8-4: Preview icon when clicked, displays all the signatures on the document

- To modify the signature, User either clicks on the Signed button or directly on the displaying signature and signs the document again.

- To submit the signed document, click Submit icon . On submit,

o the signed document is attached to the Patient’s record and is available under the Signed tab on Legal Documents popup.

o The signed document is available under the Document List (GoTo patient’s Encounter → TOC) under the category of Electronically Signed (or the value mentioned in the property, signature.attachCategory).

Note: The category mentioned in the property should be available in Group Types (GoTo tab: Settings → Configuration → Group Types → AD)

o The number of signed documents is displayed on the title of signed tab in brackets. Refer to figure 4.8-5

o To delete a signed document User has to select the document(s) on the Signed tab and click delete.

o To close the Legal popup click Cancel

Figure 4.8-5: Signed tab details

II. Using PrognoSign via Hand held devices:

To send the documents to tablet for signing,

- Clinic has provision to have a separate link to access PrognoSign via Hand held devices this ensures keeping patients limited to signing documents itself and non interference with PrognoCIS workflow. The link would look as follows: https://.prognocis.com/prognocis/scrPrognosignUserLogin.jsp?clinic=. The Login Page of PrognoSign link does not have provision for ‘Change Password’ or ‘Forgot Password’ as it is meant to be used by patients for signing documents. Refer to figure 4.8-6

Figure 4.8-6: Separate Login screen for PrognoSign Feature on Hand held devices

Note: A separate link is just an additional provision given as part of PrognoSign, a User could otherwise also access PrognoSign feature via Hand held devices using regular clinic link for PrognoCIS.

- On the Sign New tab select the document click on get signatures button. Refer to figure 4.8-7

Figure 4.8-7: Select document(s) to enable ‘get signatures’ button

- On tablet when a user logs in, the documents to be signed is displayed. Tap on each document to be signed, sign the documents and submit the signature in the document. Refer to figure 4.8-8

Figure 4.8-8: Submit the signed Documents from tablet

- All the ‘signed’ documents are attached to the Patient record when a user taps on Submit icon and submits the document.

Note: Each user can send ONLY one patient’s document to be signed to tablet at a time.

- When a user taps on Refresh icon , all the documents loose the signatures and are loaded again.

Hint:

In the PrognoSign feature for handheld devices a separate URL just for signing documents has been provided to make it convenient for the Clinic staff to just hand over the handheld device to the patient and ask him or her to sign, suppose if the patient had been given an iPAD with PrognoCIS EMR URL and left alone for a while then the possibility of the patient straying to any other screens which he or she is not supposed to is high thus the separate URL plays an important role restrain a patient and ensure a non interference with PrognoCIS Workflow.

Documents once submitted cannot be signed again. From the tablet, the Documents are attached in bulk to the patient’s record when User submits whereas in the desktop version the document is individually attached to the patient’s record when a User submits.

In a scenario when User has sent a document for Patient P1 to the hand held device for signing and then without getting it signed, User sends another document of another Patient P2 then on login from the device, only the document of Patient P2 is available for signing; to sign Patient P1’s document, User has to send the document again to the device.

Navigation: GoTo Home screen → click on About icon About popup → Other Modules section

• Provision has been given for a PrognoCIS User to copy the Patient Portal/Ref Doc Portal's link from the About popup. Refer to Figure 4.9-1

Figure 4.9-1: Hyperlink displayed on About popup to copy link of Patient Portal/Ref Doc Portal

• A hyperlink, ‘To copy click here’ is displayed on the About popup, if the Clinic has Patient Portal/Ref Doc Portal modules ON. When a user clicks on the hyperlink, the popup is invoked which displays the respective portal's link. User has to copy the respective Portal's link and paste it in the browser's address bar to access the Patient Portal/Ref Doc Portal. Refer to figure 4.9-2

Figure 4.9-2: Popup displaying the Patient Portal's link for copying

• Earlier the Patient Workflow icon: was only available on the Appointment Schedule screen (GoTo tab: Appointment → Schedule). Now this icon is also available on the Home screen for both Appointment and Open Enc tabs. Refer to figure 4.10-1

Figure 4.10-1: Workflow icon on Home screen

• The overall functionality of the Workflow feature on the Home screen is same as that available on the Appointment Schedule screen. The Workflow icon’s availability on the Home screen provides a User convenience to set the Status for the selected appointment easily from the Home screen without navigating to the Appointment Schedule screen.

• The list of statues displaying in the Status dropdown list and the fields displaying on the Workflow popup (click on Workflow icon) depends on the current selected status on the respective tabs.

• For the Appointments with ‘Complete’ status, the Workflow icon is displayed disabled on both Appointment and Open Enc tabs.

A new property, scheduler.status.flags is added to convey additional information about a Patient on the Appointment Schedule screen. Following are the three new prefixes defined in the property with respect to patient’s Insurance Eligibility, Scheduled Appointment, and Patient Form:

i. V - Validate if Insurance Eligibility Exists for Primary Insurance of the Patient;

ii. C - If Appointment status is Scheduled it is considered Confirmed;

iii. P – if a Patient Form has been filled

Property if kept blank then none of the above mentioned information will be displayed. Default value of property is kept blank. Refer to figure 5.1-1

Note: If any of the information about the Patient is missing then on screen it is replaced with a hyphen ‘-'. For example, -c-p <patient name>

Figure 5.1-1: New prefixes, VCP displayed on the Appointment Schedule screen

Navigation: GoTo Appointment → Schedule

• Depending upon the value present in the property, scheduler.status.flags User now has a provision to move an appointment from one time slot to another. A new icon: Move Appointment is available on the Appointment schedule screen. The feature is property dependent if there is some value in property. Refer to Figure 5.2-1

• With move appointment feature, user can even change the Provider and the Location of the appointment.

• To move the appointment:

1. Select the appointment that has to be moved.

2. Click on scissor or Move Appointment icon: the selected appointment is highlighted in green. Refer to figure 5.2-1

3. Double-Click on the destination time-slot to move the appointment; the Appointment Scheduler popup is invoked to help User schedule the appointment in the new time-slot.

Note: The Move Appointment icon is available only for Appointments with statuses such as 'To be confirmed'; 'Tentative'; and 'Scheduled'.

Figure 5.2-1: The selected appointment is highlighted indicating it is ready for being moved

Note: Move Appointment feature is also applicable for different doctors across different locations.

Patient Type is assigned to a Patient from the Patient’s Registration screen→ Other Info tab. Refer to figure 5.3-1

Figure 5.3-1: Patient Type drop-down list available on Patient’s Registration screen

Navigation: GoTo Appointment→ Schedule

• Now, when an appointment for a Patient having Patient type as ‘DISCHARGED’ is scheduled then a warning message “Patient Status is 'Discharged'” is displayed. Refer to figure 5.3-2

Figure 5.3-2: Warning prompt displayed if a selected Patient is of Patient type, ‘DISCHARGED’

• Portal access for Patient’s with patient type as ‘DISCHARGED’ is denied. On access, following message is displayed.

Figure 5.3-3: Access denied message displayed on Portal for patient with patient type, ‘DISCHARGED’

• On Start of Encounter for patients with Patient Type as DISCHARGED, the Start Encounter screen displays a message in red, informing User about Patient Type. Refer to figure 5.3-4

Figure 5.3-4: Start Encounter screen displaying Patient Type message

Hint: For this feature to work, it is important that the Patient Type defined under Group Types (GoTo tab: Settings → Configuration → Group Types → Patient Group → Code) is defined with the code as ‘DISCHARGED'.

At times it helps to be aware of Patients who are regular with No Show appointments and who are most of the times cancelling scheduled appointments. PrognoCIS now has added a scheduled process, generatePatAlert4PatcancelledAppt that keeps track of these appointments and also the count for individual patients. If a patient reaches a certain count (decided by the Clinic) then on the Appointment Schedule screen as well as on Encounter screen, at the time of taking an appointment User gets a Patient alert about the number of times the Patient has either cancelled appointments or had a No Show appointments. Refer to figure 5.4-1

Figure 5.4-1: Patient Alert displaying the number of times the Patient has either cancelled appointments or had a No Show appointments in past days

Hint: Clinic is required to contact PrognoCIS Tech Support to explicitly set the count limit after which alerts are displayed.

A new property, ‘appointment.duplicate.warning’ has been added for displaying an alert message to the User, on the Appointment Schedule screen if a patient has multiple appointments on the same day and yet User wants to schedule another appointment on that day.

The Alert message displays the Appointment timings, Provider name, Appointment type and Status of all the previously scheduled appointments of the Patient on the same day. Refer to figure 5.5-1

Figure 5.5-1: Warning displayed for duplicate Appointment taken for the same day

The Appointment Location for Refill Request and Sure script Refill request type of encounter is same as the last encounter’s Appointment location.

Following tags have to be used on the Progress Notes template to print output of the appointment location:

1. ENC_APPTLOCNAME$

2. ENC_APPTLOCADDRESS$

Navigation: GoTo tab Appointment → Schedule → Click on Appointment → Patient Information pane is displayed on the left corner → click on Patient name hyperlink → Patient Information (i.e Registration) popup

The Case Management icon: has been newly added to the Patient Registration popup which facilitates the User to directly access the Case Management details while scheduling a patient's appointment. Refer to the figure 5.7-1

Figure 5.7-1: Case management icon displaying on the Patient Registration popup

Navigation: GoTo tab Appointment → Schedule → Appointment Scheduler → click on Add a Patient icon: → New Patient popup

Following are the enhancements applied on the New Patient popup:

i. The label Telephone (H) has been changed to Home Tel. Refer to Figure 5.8-1

ii. The label Telephone (W) has been changed to Work Tel. Refer to Figure 5.8-1

iii. A new field, Cell Phone has been added to record patient’s cell phone number. Refer to Figure 5.8-1

Figure 5.8-1: Change of Labels on the 'New Patient' popup

Navigation: GoTo tab: Appointment → View → Search popup

The Search popup now displays the names of Views in alphabetical order. Refer to figure 6.1-1

Figure 6.1-1: Search popup displaying Views in alphabetical order

Navigation: GoTo tab: Appointment → Schedule → View option

The drop-down menus next to the View option display the menu items in alphabetical order. Refer to figure 6.1-2

Figure 6.1-2: Drop-down menus next to the View option displaying the menu items in alphabetical order

Navigation: GoTo Patient → Register

• A new property, patient.udf.label helps a User to customize the UDF button label.

• The value set in the property is displayed as the label of the UDF button. Refer to figure 7.1-1

Figure 7.1-1: Change Label on UDF button

Note: The property is applicable only on the Patient Registration screen.

• It is now possible to change or update patient’s Employer detail directly from the Case Management popup, if the detail has been already added to Patient’s records via Patient Registration screen (Refer to figure 7.2-1).

• On save of record, the Employer detail is automatically available on the Case Management popup. A search has been provided on the popup that helps a User to change the Employer detail for that particular case. Refer to figure 7.2-2

Figure 7.2-1: Employer detail as added in the Patient’s registration information

Figure 7.2-2: Employer search displayed on Case Management popup

• PrognoCIS Users now have provision to view the encounter details of patient’s siblings if the sibling is registered with PrognoCIS. A patient having siblings from different parents in turn may have siblings of their own, we use the term, ‘Direct Sibling’ and ‘Indirect Sibling’ to distinguish them both – Indirect siblings are distinguished by a red asterisk (*) prefixed with their name.

• The Sibling Management feature enables a User to

1. Associate a patient with his or her sibling(s) – this in turn results in the patient also getting associated with their indirect siblings (if any).

2. Update patient’s details with that of sibling details and vice a versa,

3. Delete sibling from the patient’s Sibling List, which in turn results in deletion of its corresponding indirect siblings.

• On the Patient Registration screen a new button: Sibling has been added, on click invokes Sibling Management popup (GoTo tab: Patient → Register → Sibling button). Refer to figure 7.3-1

Figure 7.3-1: Sibling Management popup invoked via Sibling button on Patient Registration screen

Note: If Patient has siblings associated then a white checkmark appears on the Sibling button.

• Sibling Management popup Refer to figure 7.3-2

Figure 7.3-2: Sibling Management popup

#1 Search for patient’s Siblings registered with PrognoCIS:

On click opens the Patient Info Search popup that allows multiple selections of Patients. User when selects patients from this list then on click of ok, the selected patients get added to the Patient’s Sibling list. Refer to figure 7.3-2

#2 Patient’s Sibling list:

i. Displays the details of the siblings selected from the Patient Search. Following are the details displayed of the patient’s sibling:

Siblings’ Name;

DOB;

Address;

Emergency Contact;

Language;

Spouse/Parent;

Ethnicity; and

Race

ii. When a User selects any Sibling’s details and clicks on ok then the selected siblings details are overwritten to that of Patient’s details. The change is reflected immediately.

iii. The Siblings list displays Patient’s indirect siblings with an asterisk (*) in red prefixed with their name. Refer to figure 7.3-2

#3 Do not copy any sibling details:

When a User selects the option: Do not copy any sibling details then the User has ensured that the patient’s details are not overwritten by any Sibling details.

#4 Delete option:

i. The delete option provides User provision to delete Patient’s direct siblings from the list.

ii. Patient’s indirect siblings cannot be directly deleted from the list.

• Update Sibling Management popup

If a User updates either of patient’s registration details (such as Siblings’ Name; DOB; Address; Emergency Contact; Language; Spouse/Parent; Ethnicity; and Race) on the Patient Registration screen then on Save an Update Sibling popup is invoked. Refer to figure 7.3-3

Figure 7.3-3: Update Sibling popup

#1 Select Sibling to be updated:

The section displays the list of patient’s siblings (direct and indirect). User needs to select sibling(s) whose details have to be overwritten by that of the patient’s.

#2 Select details to update:

The section displays the details that are available for update. The details which a User has updated on the Patient Registration screen will be available for updating the siblings detail as well. For example, if the User has updated the details of Address and Ethnicity on the Patient Registration screen then only the options of Address and Ethnicity is available the other options are disabled. Refer to the figure 7.3-3

• On Patient band the Select Sibling icon: is displayed only if the selected patient has any associated Sibling(s).

Navigation: GoTo tab Patient → Register → Login Info icon

Earlier the Patient’s Login Info icon on the Patient Registration screen was restricted only to role based access. Now, the Patient’s Login Info icon: is available to ALL the Users on Patient Registration screen irrespective of User’s access rights.

Navigation: GoTo Patient Registration screen → Case Management icon → Case Management popup

User now has a provision to add Employer Job in the Case Management popup which is used to claim bills from the Employer. There is also a provision to add new Employer Job, edit existing Employer Job, and search the defined Employer Job. Refer to Figure 7.5-1

Figure 7.5-1: Employer Job in Case Management popup

To add Employer Job:

• User must add the Case No first and save it.

• After saving the Case No, User need to select the Employer for which Employer Job is to be added.

• When a user clicks on Add Employer Job icon (+), an Add Employer Job popup is invoked wherein User has to enter Job Number, Job Name, Address, Contact First Name, Contact Last Name, Designation, and Job Description for the selected Employer. Refer to Figure 7.5-2

Figure 7.5-2: Add Employer Job popup

• Search icon allows a User to select the Employer Job from the multiple added Employer Job list.

• Edit link provides User to edit the existing Employer Jobs.

• Clear link removes the Employer Job and displays Employer Job field as blank.

Note:

To one Case only one Employer Job can be associated.

Once the Employer Job is associated to the Case, the respective Employer Job cannot be deleted.

Navigation: GoTo Patient encounter → TOC → Vitals

• A new Report Sentence tag, < LBSOZ > prints the weight values in pounds and ounces. Refer to figure 8.1-1

Figure 8.1-1: Vitals test exec element popup displaying Report Sentence field

• If the weight added is 210.10 then system calculates the value and displays the patient’s weight as 210 Pounds and 1 Ounces. Refer to figure 8.1-2

Figure 8.1-2: Progress Notes displaying patient’s weight values in Pounds and Ounces

Navigation: GoTo Patient encounter → TOC → Assessment → NQF button

• The NQF Compliance Status popup displays the compliance status of encounter's Attending Provider. The compliance status is applicable for each of the NQF measures including its Exclusion, Denominator and Numerator. It refers to the current encounter and the overall % of the measurement period. Refer to the figure 8.2-1

Figure 8.2-1: NQF Compliance Status popup

Following are the details of the columns displayed:

Measure #: It displays the NQF measure number. Prefixed to the number is a Measure Help icon: that gives a detailed help on the selected measure. Refer to the Figure 8.2-2

Figure 8.2-2: Notice the Measure Help icon next to the Measure number

Exclusion: It displays the Exclusion of the measure (if any).

Denominator: It displays either a Pass link or a Fail link depending upon the Provider’s compliance status. On clicking that link, it displays the ‘Denominator’ conditions that failed in case of the selected Provider. Also the information on the formula helps a Provider to understand the reason for his or her failure with respect to meeting the NQF compliance. Refer to the figure 8.2-3

Figure 8.2-3: Denominator column displaying the Pass and Fail links

Numerator: It displays either a Pass link or a Fail link depending upon the Provider’s compliance status. On clicking the link, the ‘Numerator’ conditions that failed in case of the selected Provider is displayed. Also the information on the formula helps a Provider to understand the reason for his or her failure with respect to meeting the NQF compliance. Refer to the figure 8.2-4

Figure 8.2-4: Numerator column displaying the Pass and Fail links

Overall%: It displays the overall percentage of compliance status for each individual measure. It is a graphical representation of information that helps a Provider to understand his or her compliance status easily. This information is limited to the measurement period. Refer to the figure 8.2-5

Figure 8.2-5: Overall percentage column displaying details

Refresh: It fetches the updated values.

• The Pass or Fail link when link when clicked displays the respective Numerator or Denominator conditions explaining the reasons for getting through or failure. Refer to figure 8.2-6

Figure 8.2-6: Denominator condition being displayed along with its formula

• Each condition displays a Description icon: which invokes a popup displaying the ICD10 and SNOMED codes that are relevant or missing with the condition. Refer to figure 8.2-7

Figure 8.2-7: Relevant ICD10 and SNOMED codes displayed

Note: These codes are for display purpose only and cannot be selected for any purpose.

Navigation: GoTo tab: Settings → Configuration → Complaint

• It is possible to predefine the Assessment and Plan notes for a particular ICD code associated to a complaint. The complaint when selected by a user in an encounter has the associated ICD code, assessment, and plan notes directly added to the encounter. Refer to figure 8.3-1

Note: This feature is only applicable to the primary ICD assigned to the complaint and will not be linked to Assessment if any of the optional ICD is selected.

Figure 8.3-1: Assigning Assessment and Plan for a Complaint

• Observe that whenever that complaint will be selected by a user in an encounter, the associated ICD code, assessment and plan notes are added to an encounter. Refer to figure 8.3-2

Figure 8.3-2: Complaint with the associated ICD code, Assessment and Plan notes added

Navigation: GoTo Patient encounter → TOC → Lab Result or Radiology Result

Introduction:

•  New and enhanced User Interface (UI) has been designed to show matrix of Lab and Radiology results in an encounter.

•  The Lab Matrix and Radiology Matrix give User a comparative summary of patient's Lab or Radiology results - encounter wise and captures information on Tests, Test Categories, Test Panels, and LOINC     codes.

•  Abnormal result values are highlighted appropriately thus attracting User's attention to the details.

•  The Lab and Radiology Result menu Refer to figure 8.4-1 have two sub-menus such as,

- By Order

- By Matrix

Figure 8.4-1: Lab and Radiology sub-menus

I. Changes on Sub-menu: By Matrix ( applicable for both Lab and Radiology Result Matrix) :

Figure 8.4-2: Changed sub-menu by Matrix

#1. Patient Info – The section displays Patient information such as: Patient Name; DOB; Gender; Primary Provider details; and Contact Info icon, on click it further displays patient's address.

#2 . Apply Filter – The section displays various options for applying filters to the display of Matrix. Following is the description of the filters available:

i. Group By: Displays the results based on grouping of Tests or Categories or Panels or LOINC codes.

ii. Days: Allows User to view the matrix based on the number of days selected. Available values are 30, 60, 90, 180, 365, All. By default, the value 180 days is selected.

iii. Filter By: User has to enter either the Test name or Category name or Panel name or LOINC code (according to the value selected in the ‘Group By' drop-down list) to display filtered details of the results encounter-wise.

Legend: Following are the legends followed while interpreting the results:

Higher Than Max icon: indicates the result value is higher than normal.

Lower Than Min icon: indicates the result value is lower than normal.

Review Pending icon:  indicates that the results are yet to be reviewed.

#3. Matrix Header – According to the filter applied the column header displays either as Tests or Category or Panel or LOINC code and remains fixed even if User navigates to and fro horizontally,allowing the User an easier viewing experience of comparing the Tests' name and its respective details.

The Individual Test or Category or Panel or LOINC code section displaying are collapsible as well as expandable.

The result graph icon: On click, displays the result details in form of a graph for selected test (if applicable). The graph drawn is either a bar chart or point chart for the selected date range. Refer to figure 8.4-3

Figure 8.4-3: Results in Graph format

#4. Result Pane – It displays results encounter-wise.

•  Every row displays date wise (Descending order) results matrix for test. Be sure the property, lab.matrix.useEncounterDate is SET as Y.

•  There is a hyperlink with every date on matrix screen. On click it displays the Progress Note of the same date.

•  Every cell with a date displays the test result, test notes, review comments and lower or higher than normal information.

•  The icon:  displays the comments at Test level and Order level and also the Review comments. Test name is displayed on the top of the popup. Refer to figure 8.4-4

Figure 8.4- 4: Comments at Test or Order Level

Note: In case there are no comments available then the icon won’t be displayed.

•  The icon  displays Order Level attachments. Refer to figure8.4-5

Figure 8.4-5: Order level attachment

Note: In case there are no attachments then icon will not be displayed.

•  For results in text formats, only partial information is displayed due to space constraints, the complete text is displayed on the tooltip.

•  Observe that the horizontal scroll at the bottom of the right frame to scrolls the result pane ONLY; and the vertical scroll bar moves the result pane in sync with the Matrix headers.

•  If review is pending for any of the test result then the cell is highlighted with pale yellow background.

•  Print button on click prints the Matrix (either Lab or Radiology)

II. Changes on Sub-menu: By Order (applicable for both Lab and Radiology Result Matrix)

On Lab Result and Radiology Result screens, the Lab Matrix and Radiology Matrix button respectively are replaced with a hyperlink for every test to invoke a popup displaying matrix for the specific test. Refer to figure 8.4-6

Figure 8.4-6: Changed sub-menu by Order

Note:

      If there are same tests performed twice on the same day then it is displayed in the same cell with a semi-colon (;) as a separator. For example, Blood Sugar   120;130

     With new UI, results are displayed in the same cell along with other information of high low values and notes.

Hint: The newly added Matrix button on the Lab Result screen when invoked displays the Patient’s Lab Result matrix. Refer to figure 8.4-7

Figure 8.4-7: Matrix button invokes Lab Result Matrix popup

The ‘Last Modified' tags, mentioned as follows, earlier used to collect the details about Users entering or modifying information on the respective face sheet cell. Now, additionally these tags also capture the details if a User selects the ‘No Known' option of these individual cells:

- ENC_LU_PMH__TABLE

- ENC_LU_CURRENT__MEDICATION

- ENC_LU_ALLERGY

- ENC_LU_VACCINATION

- ENC_LU_SURGERY

- ENC_LU_FAMILY__HISTORY

Note: These tags capture details such as User Name (logged in User entering or modifying details) and the basic timestamp when these changes are done; the captured details are displayed on the Progress Notes.

Navigation: GoTo: Patient's Encounter → TOC → Prescription

• If the drug’s UptoDate is greater than or equal to Encounter Date then after refill (+Rx from Current Medication/Past Rx) the Fill Date (on the Prescription screen) will be the UptoDate for the refilled drug else the Fill Date will be the Encounter Date. Refer to figures 8.6-1 and 8.6-2 respectively.

Figure 8.6-1: At the time of Refill from Current Medication screen the Upto date displayed is greater than Encounter Date

• The functionality is property dependent rx.filldate.autocalc.deaclass, depending upon the of DEA class number(s) SET in the property, the functionality is applicable only for those DEA Class drug(s).

Note: The related Upto date is calculated for refilled drug only when the No. of Days is present.

Navigation: GoTo tab: Patient →Encounter → TOC → Prescription → click on Med Hist… button → Medication History popup

• The details of medication history are PBM (Pharmacy Benefit Manager) wise displayed. Refer to figure 8.7-1

• The available Pharmacy Benefit Managers displays details such of Prescriber; Benefit Coordination; along with summary of the drug’s details. Refer to figure 8.7-1

• If the value selected on the PBM drop-down list is ‘All’ then the list of PBMs are displayed in a serial order with the individual PBM name highlighted in yellow. Refer to figure 8.7-1

Figure 8.7-1: Details of a PBM

• To view the medication details one PBM at a time, User should select the respective PBM name from the PBM drop-down list. Refer to figure 8.7-2

• To display additional drug details an additional column, Detail has been added in the Medication History popup. Refer to figure 8.7-2

Figure 8.7-2: Individual display of PBM details

• The Detail column have hyperlinks associated that when clicked these display additional drug details in a Drug Detail popup. Refer to figure 8.7-3

Figure 8.7-3: Additional drug details of the selected PBM displayed

• On Patient encounter screen, the 'Last Accessed Patients' Label is now changed to 'Quick Access Patients'. Refer to figure 8.8-1

Figure 8.8-1: 'Last Accessed Patients' label changed to 'Quick Access Patient' on Patient encounter screen

• Similarly, on Providers Master screen, the 'Last Accessed Patient's sequence' field Label is now changed to 'Quick Access Patient's sequence '. Refer to figure 8.8-2

Figure 8.8-2: 'Last Accessed Patient's sequence' label changed to 'Quick Access Patient's sequence' on Providers Master

Navigation: GoTo tab: Patient → Encounter → TOC → Face Sheet → Allergy

• Users now have provision to add Notes with phrases to the patient’s allergy. A new field, Notes has been added in the Allergy field which was not available prior to the current version. Refer to figure 8.9-1

Figure 8.9-1: Comparison of Allergy screen between V3B1 version and V3B2 version

• The newly added tag, ENC_FSS_ALLERGIES__NOTES displays the Allergy Notes information on the Progress Note.

• Similarly, on Doctor Form a section to add Allergy Notes is available. Refer to Figure 8.9-2

Figure 8.9-2: Allergy Notes available on Doctor Form screen

Note: When a User adds Allergy note on Doctor Form, the respective note is updated and displayed on the Allergy screen.

• Analyzing of any data would involve the process of inspecting, cleaning, transforming, and modeling with the goal of discovering useful information, suggesting conclusions, and supporting decision making. Analytics feature in PrognoCIS is a powerful tool that allows a User to perform similar process with regard to data diagnosis and prescription.

• Rx Helper is an interface provided on the Prescription screen invoked via the Analytics icon: Refer to figure 8.10-1

Figure 8.10-1: Analytics icon found on Prescription screen

Note: A new property, prognocis.analytics.show is added, if the property value is SET as Y only then the Analytics icon is available on the Prescription screen.

• User has a provision to search, filter, and view drug and Prescription related information on the basis of Age, Gender, and Diagnosis. Refer to figure 8.10-2

• Results are listed in form of bar chart, pie chart, and listings.

Figure 8.10-2: Rx Helper interface

#1 Patient Info: The band displays patient information such as Name, Gender, and Age.

#2 Filters: Categories of filters available are Encounters with Diagnosis; Population; Gender; Age Range; and Date Range

Encounters with Diagnosis – The diagnostic codes that have been added in Assessment are displayed in the Analytics popup, the search results can be filtered based on selection of these diagnostic codes. The options available are:

• Any Selected Diagnosis – Filter based on any one of the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having even one of the codes available are displayed.


• At least Selected Diagnosis – Filter based on all of the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having all of the selected codes (among others) are displayed.


• Only Selected Diagnosis – Filter based on only the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having ONLY these codes are displayed.

Population – Options available are,

• All – Displays a general list of Prescription.


• My State – Displays Prescription from the Provider’s State only.


• My Clinic – Displays Prescription from the Provider’s Clinic only.


• My Patients – Displays Prescription list from the Provider’s Patient list only.

Gender – Options available are,

• All – Displays list of prescription prescribed to both Male and Female patients.


• Male – Displays from list of prescription prescribed only to Male patients.


• Female – Displays from list of prescription prescribed only to Female patients.

#3 Diagnosis Search – Functions as a specialized search for ICD (Diagnosis) codes. Users are required to either enter ICD codes or directly enter the code details in text format. Refer to figures 8.10-3 and 8.10-4

Figure 8.10-3: Search by means of entering the ICD code

Figure 8.10-4: Search by means of entering plain text

#4 ICD Codes: These are the ICD codes that are either available on Patient’s Assessment screen and/or selected via Diagnosis Search. Each code has a checkbox for individual code selection and code details. If the checkbox is selected then the respective code’s Prescription details is displayed in form of bar and pie chart and also as a list in pages.

#5 Bar Chart: The bar chart displays the top five or frequently prescribed listing of drugs (over the number of encounters) in a bar chart format. The bars appear in a descending order, detailing the drug name, No. of Providers who has prescribed in ‘count’ as well as in ‘percentage’. Refer to figure 8.10-5

Figure 8.10-5: Bar chart displaying the five top prescriptions for the diagnosis

#6 Pie Chart: The pie chart displays the result based on gender breakdown. Refer to figure 8.10-6

Figure 8.10-6: Pie chart displaying gender breakdown for a diagnosis specific to the female patient

#7 Drug List: Displays the drug listing for the selected ICD codes or diagnosis. The listing is divided in pages with navigation links, <> being active if listing available for more than one page. A click on the drug name displays its dosage details. Refer to figure 8.10-7

Figure 8.10-7: Drug listing for the selected ICD codes or diagnosis

• Vaccines could be scheduled for a patient aged 5 years up to his/her age of 65 years. Displaying all of his/her scheduled vaccination right up to 65 years when currently the patient is just aged 5 years is something that should be at Clinic’s discretion.

• A new property, vaccination.schedule.for.maxyears has been defined to display maximum number of years that a patient’s scheduled vaccination be displayed on the Vaccination screen. If a value in years is SET for the property then system calculates considering Patient’s current age and the value set in property and displays patient’s vaccination details accordingly.

For example, if the Patient’s age is 2 years and the property has the value set as 10 then on the vaccination screen, Patient’s vaccination upto the age of 12 is displayed.

Navigation: GoTo: Patient's Encounter → TOC → Doctor Form

• The Master searches of CPT, HCPC, and ICD on Doctor Form are now IMO searches keeping in sync with the IMO searches available throughout PrognoCIS. Refer to figure 8.12-1

Figure 8.12-1: ICD search invoked from Doctor From

• The selected codes and IMO description are added to Assessment.

Navigation: GoTo: Patient's Encounter → TOC → Encounter History

When user is starting a new encounter and if Face Sheet Encounter (Encounter started in absence of Patient) has HM (Health Maintenance) related tests with statuses such as 'Done', 'None Compliance', 'Not Required' then system creates a 'zero duration encounter' of type 'FZ'. The Encounter History keeps track of these FZ Encounters. The FZ Encounters are intermediate encounters which are started and closed automatically. The result of this is that depending on the Done and/or Non Compliance frequency set for the tests in Face sheet encounter, the ‘Due’ tests are displayed in a New encounter - created by a User. Refer to figure 8.13-1

Figure 8.13-1: Encounter History displaying details FZ Encounter type and new Encounter created

Note:

      The FZ encounter shares the Encounter date of the new encounter which User starts next. Refer to figure 8.13-1

      FZ encounter is allowed to be reopened by the user, but any changes will remain local to that encounter and will not affect FS or consequent encounters. This is true for updated details related to Health Maintenance, Social History, and Specialty; the other updated details are carried forward to the next encounter.

      If a new encounter is closed out of sequence, an alert is shown to the user mentioning the out of sequence close action and HM data is NOT updated to FS encounter.

      FZ encounter cannot be deleted.

If the drug selected by a User from the Drug search or Drug dropdown list is an OTC drug then the text ‘OTC’ is pre-fixed beside the Drug Label on the Prescription screen. Refer to figure 8.14-1

Figure 8.14-1: Prefix ‘OTC’ displaying on the Prescription screen for an Over-the-counter prescribed drug

Navigation: GoTo: Patient's Encounter → TOC → Prescription → click on Eligibility button

For successful credit of MU count Users are required to select appropriate eligibility details while prescribing a drug. Following is the detailed explanation for these enhancements done for eligibility selection,

In cases where eligibility error is present or the eligibility information has not been set by the system then the Eligibility button on the Prescription screen displays its label in RED font color and the tooltip of the button then either displays the message “No eligibility found” or “No eligibility selected “respectively.

With the selection of valid Eligibility details the Eligibility button’s label changes to WHITE font color and the tooltip of the button displays the Payer name. Refer to figure 8.15-1

Figure 8.15-1: Eligibility button in White font color and tooltip

CONDITION 1

Patient Information missing – if any of personal information of the patient is missing. For example, Date of Birth; City; State; and Zip; then the Eligibility button is displayed in Red with tooltip as 'No eligibility found'. Also, an error message is displayed in the Eligibility popup. Refer to figure 8.15-2

Figure 8.15-2: Eligibility error present and Tooltip displaying, ‘No eligibility found’

Resolution: In such a case it is required that these information are first filled in by the User from the Patient Registration screen and then click retry button on Eligibility screen. If the information already exists then the User is advised to click on retry button to resend information.

CONDITION 2

Patient demographics do not match for all associated PBM: In such as case none of the radio button will be selected. In this scenario too the Eligibility button displays in red. Refer to figure 8.15-3

Figure 8.15-3: Eligibility not set and Tooltip displaying, ‘No eligibility selected’

Resolution: In such a scenario User has to manually select the most appropriate detail and then click OK button.

Note:

If the exact match of Patient Demographics is found then system sets that eligibility option as default Eligibility.

If the exact match of Patient Demographics is NOT found then system none of the options are selected by default on the Eligibility popup.

If User selects the option 'No eligibility selected' then the Formulary Status is set to ‘Unknown’.

The selection of different eligibility for different drug is also allowed. For a blank row, the last selected row's eligibility is associated.

Navigation: GoTo: Patient's Encounter → TOC → Review tab → Transition of Care

i. Header and Footer also being printed with Clinical Summary

Navigation: GoTo: Patient's Encounter → TOC → Encounter Close → MU Summary

Now, the Clinical Summary is printed with the same Header and Footer as Progress Notes.

ii. Plan notes associated with ICDs are now displayed in the Clinical Summary

Plan notes associated with ICDs are displayed in the Plan of Care section of Clinical Summary.

Navigation: GoTo: Patient's Encounter → TOC → Lab Order

Earlier when any Lab/Radiology order was sent then there was no provision for a User to find out that whether it was sent using Print or Fax or eSend. Now, the Lab/Radiology order sending mode is suffixed to the Status of the Lab/Radiology order. eSend is given a priority always otherwise first sent mode will be considered for display i.e. if the order is Printed first and then eSend then the Lab/Radiology order status will be displayed as Ordered – eSent. Refer to the figure 8.18-1

Figure 8.18-1: Lab Ordered status displaying as Ordered (eSent)

Navigation: GoTo: Patient's Encounter → TOC → Facesheet → Current Medication → click on History button → Current Medication History popup

In Earlier scenario irrespective of Clinic being a Single Location or Multi-Location, If an eRx enabled Provider works from more than one Clinic location then one of the locations is considered as his or her base location and the others as additional locations. This further implied that for every eRx sent by the Provider from any of his or her locations the eRx Summary always displayed the address of Provider’s base location – only one address considered. In spite of the fact that the patient’s appointment location was different from the location recorded as eRx sent.

Though this did not affect the functioning of PrognoCIS in any way but due to specific requirements now changes have been implemented to consider Patient’s Appointment Location as the basis for sending eRx – multiple address considered.

Following are the steps that have to be carried out in order to ensure eRx being sent from Patient’s Appointment location every time:

1. Add all locations in PrognoCIS from Location Master (GoTo tab: Settings → Configuration → Locations)
   

   Note: One of the Provider’s locations is implicitly set as base location for the Provider in Provider’s Master screen (GoTo tab: Settings → Configuration → Provider). The code for base location is always ‘CL’.

2. Register additional clinic location of the Provider with the Surescript from the SSAC console – a step performed by Bizmatics’ eRx Core team.


3. Map the Provider’s additional locations to the Provider’s name from the Doctor’s Location Registration screen (GoTo tab: Settings → Configuration → Doc Loc Regn screen) with respective DEA number, State License number, eRx Registration number. It is required that all these fields are filled appropriately. As validations is part of these fields.

Note: Depending upon the field: eRx Regn No. if the field value is left blank then there is no field related validation done whereas if a value has been set then the fields are validated.

4. Start a patient's encounter with patient's appointment location as one of Provider's additional locations.


5. On Prescription screen, (GoTo patient's encounter → TOC → Prescription) to send an eRx. On eRx Summary screen, note that the Prescriber's address displaying is that of Patient's appointment location i.e. the location where the Provider actually prescribed.

Hint: If mapping for any of the additional location has not been done, and User selects that location as patient’s appointment location then by default system considers the location defined in the Provider Master.

Navigation: GoTo: Patient's Encounter → TOC → Facesheet → Current Medication → click on History button → Current Medication History popup

The drugs which are added through Surescript Refill Request now get added and displayed on the Current Medication History screen as well. The status of such drug(s) is ‘Refill’. Refer to figure 8.20-1

Figure 8.20-1: Status displayed as ‘Refill’

Navigation: GoTo: Patient's Encounter → TOC → Facesheet → Vaccination

In a scenario, wherein a User enters the ‘Adm When’ date and adds a vaccine then the following two conditions hold true

i. If date entered is other than current Encounter date then ‘Not in Visit’ status is displayed on the Vaccination screen.

ii. If the date entered is equal to the current Encounter date then ‘Administered’

Navigation: GoTo: Patient's Encounter → TOC → Prescription

Following are the enhancements implemented on package size popup:

i. Package Size popup on the Prescription screen now displays both the package size data coming from FDB as well as the Bulk Quantity and the Dispense Unit fields, one below the other. Refer to figure 8.22-1

Figure 8.22-1: Package Size popup displaying package size details coming from FDB; on selection the selected value is seen as bulk and dispense unit

ii. A User when selects the package size the FDB list then the selected value is set in the Bulk Quantity and the Dispense Unit fields. Refer to figure 8.22-1

iii. If a User doesn't find the expected Bulk Quantity on the FDB list then User has a provision to directly enter the bulk quantity in the Bulk field and select its respective dispense unit.

Note:

Addition of dispense unit as ‘Unspecified’ is condition based i.e. only the package size data (values coming from the FDB database) with dispense unit as ‘unspecified’ are allowed to be added else on click of OK button on the Package Size popup, the system displays the alert, “Please select the Dispense Unit other than Unspecified.”

On the Prescription screen if there are drugs with dispense unit as ‘Unspecified’ then,

1. On click of update button on the Prescription screen, if the prescription has Dispense Unit as ‘Unspecified’ then the Package Size popup is displayed for User to select a valid dispense unit from the popup.


2. Similarly, on click of Save button on the Prescription screen, an alert is displayed with the message, “Following drugs have Dispense Quantity Unit Unspecified. Please select a valid quantity and unit for those drugs whose Dispense Unit is 'Unspecified”.

Navigation: GoTo: Patient's Encounter → TOC → Lab Order

Ordering Doctor has Account Number that are unique and based on Vendors from different (appointment) location. With the settings done from the backend, the A/C No. drop-down menu on Lab Order screen now displays the account numbers of the selected Lab Vendors depending upon appointment locations. Refer to Figure 8.23-1

Figure 8.23-1: Lab Vendor's location based A/C No. on Lab Order screen

• It is now possible to associate Doctor Form with a Specialty template.

• A button, DocForm… is available which on click displays the ‘assigned’ Doctor Form. Refer to the figure 8.24-1

Figure 8.24-1: The Form… button invokes the ‘assigned’ Doctor Form

• To assign Doctor Form, GoTo tab: Settings → Configuration → Specialty → Template screen, a Doctor Form search is provided for searching and selection of specific form. Refer to the figure 8.24-2

Figure 8.24-2: Specialty template screen displaying newly added Doc Form field

Note: Doctor forms having ANY OF THE specialty templates ARE NOT available under this doctor form search.

Navigation: GoTo: Patient's Encounter → TOC → Document List → click on Patient Messages

When a message is sent to a Patient from the Messages Compose screen (Messages → Compose) then the sent message displaying on the Patient encounter’s Document List screen displays the message sent time along with the time zone. The time zone displayed is that of CL (Clinic’s base Location) location. Refer to the figure 8.25-1

Figure 8.25-1: Time zone information additionally displaying on Patient’s message

Navigation: GoTo: Patient's Encounter → TOC

In addition to the existing TOC in PrognoCIS, User now has a provision to display the 3rd party URLs on the TOC menu. User can add nine customized TOC menu. These customized TOC menu when clicked invokes a popup containing a third-party website that a User might want to access within PrognoCIS. These customized TOC menus are called as Hook1, Hook2, Hook3, Hook4, Hook5, Hook6, Hook7, Hook8, and Hook9 respectively in PrognoCIS.

User also has provision to send certain PrognoCIS specific parameters such as patient’s chart number, encounter date, encounter ID, patient ID, patient’s external ID, provider ID, provider’s external ID, provider’s NPI number, and user name to these URLs.

To add customized TOC menu for a 3rd party URLs:

Following are the steps to add customized TOC menu for a 3rd party URLs in PrognoCIS:

1. Go to tab: Settings → Configuration → click Properties → Properties popup. Refer to the figure 8.26-1

Figure 8.26-1: Properties in settings screen

2. Search for the property by Tag, toc.menu.options. Refer to figure 8.26-2

Figure 8.26-2: Search property, toc.menu.options

3. Click on the property, toc.menu.options. The property and its parameters are displayed.

4. Set the values in the property to display in the TOC menu. For example: To display CMS, enter the value as HOOK1 in the property respectively. For multiple entries, enter the values in comma separated format. Refer to figure 8.26-3

Figure 8.26-3: Property, toc.menu.options and its parameters

Note: If any value is removed from this property then the respective value is not displayed in the TOC menu.

5. Search for the property by Tag, prognocis.hook1.parameters. Refer to the figure 8.26-4

Figure 8.26-4: Search prognocis.hook1.parameters property

Note: Following are the nine properties for customizing the TOC menus according to user’s requirement:

1. prognocis.hook1.parameters

2. prognocis.hook2.parameters

3. prognocis.hook3.parameters

4. prognocis.hook4.parameters

5. prognocis.hook5.parameters

6. prognocis.hook6.parameters

7. prognocis.hook7.parameters

8. prognocis.hook8.parameters

9. prognocis.hook9.parameters

6. Click on the property, prognocis.hook1.parameters. The property and its parameters are displayed. Refer to the figure 8.26-5

Figure 8.26-5: Property prognocis.hook1.parameters and its parameters

7. Set the values in the property in a pipe (|) separated format as follows:

label=xxx|modal=xx|width=xx|height=xx|top=xx|left=xx|url=xxxxx

where,

- label is the name of the popup to be invoked – Label is mandatory for display of hook on the TOC menu;

- modal is the type of popup, set the value as yes for modal and no for non-modal;

- width and height are the dimensions of the popup in pixels;

- top and left are the position of the popup displaying from the top left of the screen;

- url is the link of the content to be displayed.

Note: Along with the URL, parameter value(s) are passed to the website by additionally appending the URL with the following tags (Refer to Table 1) as required:

Table 1: Tags to pass parameter value to the URL invoked from Encounter TOC

Example for Usage, note the highlighted extension in URL: label=CMS|modal=N|width=500|height=350|top=50|left=50|url= http:// www.cms.com?enc=_THIS_ENC_ID_ Refer to figure 8.26-6

Figure 8.26-6: Encounter ID passed in CMS URL

Consider the following example to display CMS websites:

i. CMS URL: Set the values in the prognocis.hook1.parameters property as follows to add ‘CMS’ as customized TOC menu, which on click invokes the CMS website in a non-modal popup: label=CMS|modal=N|width=500|height=350|top=50|left=80|url=http://www.cms.com/ Refer to figure 8.26-7

Figure 8.26-7: Property, prognocis.hook1.parameters

8. Click Save to save the changes and for the display of label on the TOC menu. Refer to figure 8.26-8

Figure 8.26-8: CMS link on TOC menu

9. Click CMS. The website defined in prognocis.hook1.parameters property is displayed in a non-modal popup. Refer to figure 8.26-9

Figure 8.26-9: CMS website popup

• Pain Specialty Clinics that practice pain management, require prescribing narcotic pain medications to treat severe episodes of pain such as low back pain, or neck pain, or post surgical pain. With prescription pain medication there is always a risk of being abused. Clinics require having a random drug screening done to keep check.

• The feature of Random Drug Screening in PrognoCIS gives provision to the Clinic to monitor their patients for any associated risks. Based on an algorithm, an encounter is randomly marked for drug screening and a Lab Order is automatically created with its respective tests that are then scheduled to be performed for the patient. There is no prior information provided to the patient and the clinic, the patient is randomly selected for screening and it is indicated on patient band with the text ‘Drug Screening’ for the benefit of PrognoCIS Users.

• After a span of six months from patient’s first visit encounter the randomization becomes applicable. These numbers are computed on close of an encounter if the Risk Level or the Risk Change Date is changed.

Whenever patient visits Clinic on these numbers a Lab Order with pre-entered lab tests code and lab vendor code is automatically generated and the patient has to undergo these tests for drug screening. • After a span of six months from patient’s first visit encounter the randomization becomes applicable.

On the patient band of these encounters a text, ‘Drug Screening Visit’ is displayed in red for the benefit of the Clinic User. The newly added tag, [ENC_DRUGSCREENING] is used with the Patient Band properties to mark an encounter for drug screening by displaying the text Drug Screening Visit in red within the patient band. Refer to figure 8.27-1

Figure 8.27-1: Patient band displaying text ‘Drug Screening Visit’

• The numbers for random encounters are generated depending on the patient’s risk level selected. For example, if the patient’s risk level is ‘Low’ then three random numbers are generated; if the patient’s risk level is ‘Moderate/Medium’ then four random numbers are generated; and if the patient’s risk level is ‘High’ then six random numbers are generated.

• When the Patient’s next encounter is started (i.e. Appointment marked arrived), the system computes if this encounter is applicable for the random Drug screening as per the numbers last computed and appropriate action is taken. If there is a change in the patient’s risk value – a factor that classifies a patient as low, moderate or high risk then system regenerates random numbers for drug screening encounter to begin.

• For the first one year, the random numbers generated are between one and 12; for the second year, the random numbers are generated between 13 and 24; and so on.

• The specialty template has to be marked as ‘FaceSheet’ to carry forward the assigned system elements to the next encounter. Refer to figure 8.27-2

Figure 8.27-2: Template displaying the test codes added with respect to patient’s first visit; risk change date and risk level

Following are the properties for Random Drug Screening that needs to be configured for the availability of the feature and its smooth functioning.

Hint: If any of the following properties is not set the feature is NOT executed:

random.drugscreening.lab.vendorcode,

random.drugscreening.lab.testcodes,

random.drugscreening.first.visit.date.testcode,

random.drugscreening.risk.testcode,

random.drugscreening.risk.changedate.testcode

Navigation: GoTo: Patient's Encounter → TOC → Lab Order

A new icon: has been added on the Lab Order screen and on Collection details popup (Click Collection button on the Lab Order screen). On click, the User's current system (computer) Date and Time is auto populated and displayed in the Collection Date/Time field.

• HCC Codes are Hierarchical Condition Category codes. These are used for capitation payments to Medicare Advantage health care plans for the health expenditure risks of the members/enrollees.

• The HCC codes are mapped with ICD codes and are supposed to be assessed in every six months.

• For multiple ICDs single HCC code can be associated.

• A system level property, prognocis.hcc.applicable.fromdate is added to start use of HCC code for a clinic. User has to define the 'from date' in mm-dd-yyyy format.

• On Insurance master screen (GoTo tab: Settings → Configuration → Insurance) there is an option provided as Medicare Managed Care Refer to figure 8.29-1. Insurances marked as ‘Medicare Managed Care’, have HCC codes associated and if the Insurance assigned to a patient then on selection of ICD code having HCC code associated to it, an indicator is provided - PMH shows it in blue color. Refer to figure 8.29-2

Figure 8.29-1: Insurance Master Screen with the option ‘Medicare Managed Care’ magnified and highlighted

Figure 8.29-2: On PMH screen ICD in Blue color indicates HCC codes being associated

Note: Patient’s Encounter date should be greater than the date mentioned in the property, prognocis.hcc.applicable.fromdate.

• After six months, if the same code is NOT added in the assessment and is available in PMH then it is shown in Red color to indicate periodic assessment has not been done. Refer to figure 8.29-3

Figure 8.29-3: On the PMH screen ICD in red color indicate periodic assessment has NOT been done

• On save of ICD codes, on the Assessment screen, the ICD codes that are added are displayed in blue. Refer to figure 8.29-4

Figure 8.29-4: ICD codes in blue appearing on Assessment screen indicate ICD has HCC code associated

Note: ICD if present on PMH but not on the Assessment screen since last six months then such ICDs is displayed in red.

Navigation: GoTo: Patient's Encounter → TOC → Document List

OR

GoTo patient’s Encounter → TOC → Lab/Radiology Order Matrix

User now has provision to either hide or display Lab or Radiology results of deleted encounter(s) on Document List and Lab or Radiology Matrix. A new property, review.hide.labrad.delenc has been added and depending upon the property value (Y/N) entered, the deleted encounter’s associated Lab or Radiology results are either hidden or displayed on the Document List screen and their respective Matrix screen.

Users now have provision to view patient’s ‘closed’ encounter details. Though there is no provision to make any changes. The Edit Encounter (GoTo patient’s Encounter → TOC →Close Encounter) screen remains available for viewing details even after the encounter has been closed for the Patient. Refer to figure 8.31-1

Figure 8.31-1: Edit Encounter screen available only for viewing

Navigation: GoTo tab: Patient → Letters-Out

• The earlier concept of having two different email buttons, one for secured and the other for non-secured is now obsolete. Instead, a new column, Email Type has been added that has the options of ‘Secured’ (i.e. message is sent via Sure Script) and ‘Non Secured’ available for the User to choose from.

• When a Medics with N2N email address is selected and added from the Medics search then the column, Email Type has ‘Secured’ option selected and similarly if a Medics with general email ID is selected then the option, ‘Non Secured’ is displayed as default selection.

• Based on the values selected i.e. either ‘Secured’ or ‘Non Secured’ in the column, Email Type then the emails are sent out either as Secured mail (via Sure Script) or as a Non Secured mail respectively. Refer to figure 9.1-1

Figure 9.1-1: Comparison between the Letters-Out screens - before and after

• It is important to note that the display of the column, Email Type is property dependent and depends on the property, prognocis.n2n.enable if the property is SET to N then the column is not displayed and by default all messages go in non-secured mode.

• If any of the email recipient’s email address (selected either from the Email Type drop-down list, or by click of the Email icon, or entered directly in the field) is non-Secured then the following prompt is displayed, “Sending patient health data over email is not advisable for HIPAA compliance reasons. Do you want to Continue?”

• The conditions when an email would be sent as secured or non-secured depends on Clinical messaging being SET as ON or OFF for the Clinic. Consider the following table:

Table 9.1-1: Conditions to send email secured or non-secured

• Consider the following enhancements to CCD file:

- Print: In case CCD file is attached then it prints the HTML of CCD file along with combined single PDF.

- Download: In case CCD file is attached then it downloads XML and HTML both discretely. When a User clicks on download then the CCD HTML file and CCD XML file is downloaded separately in the same folder.

- Email: In case it’s a non secured email and if user is attaching CCD file while sending letter then both XML and the HTML are sent discretely.

- Fax: In case CCD is attached while sending the letter then the HTML of CCD file (after converting to PDF) is sent.

Navigation: GoTo tab: Patient → Letters-Out → select Surescripts Directory from drop-down menu containing Recipient's Category (Next to Patient search icon) → click on Surescripts Directory search icon → Surescripts Providers and Organizations popup → click on Dtls link

Earlier when a user clicked on Dtls link, the N2N Provider details popup displayed the Provider and Organization details. Refer to figure 9.2-1

Figure 9.2-1: Provider Details popup in earlier version displaying Provider’s parent Organization details

Now, the Organization detail that was present in the earlier popup has been removed – as there were no values displaying. Also, the Provider details popup now additionally displays the Clinic Name. Refer to figure 9.2-2

Figure 9.2-2: Provider Details popup now additionally displaying Clinic Name

Navigation: GoTo tab: Patient → Letters-Out

Attachments of Progress Notes could not be sent earlier through Letters-Out. Now provision has been made to support sending of such Progress Notes. Refer to figures 9.3-1 and 9.3-2

Figure 9.3-1: An x-ray image attached to patient’s Progress Notes

Figure 9.3-2: An x-ray image attached to patient’s Progress Notes

A new property, prognocis.show.growthchart.org when added with comma separated names of the Growth Chart organization (either or all of CDC, DOWN, and WHO) then the growth chart(s) of the organizations mentioned in the property is available for the Users.

The property value if kept as blank then growth charts of ALL these organizations are available.

• Earlier the provision to select a medic was not available to the User, by default the Primary Doctor’s name was displayed in the Medic field and this value could not be edited. Users now have provision to ‘select’ their choice of Primary Doctor on the Clinic Forms screen, a Medics search - consisting of a list of medics of type DR (i.e. Doctor) and RN (i.e. Referring Doctor) is now available alongside the Medics field. Refer to figure 11.1-1

Figure 11.1-1: Newly added Medic search consisting the list of medics with code DR and RD

Following are the two new tags that have been added for Clinic Form to print on Progress Notes

• To display or create a CPOE Refill Encounter for a Patient, it is required to consider the patient’s Provider (either Attending or Primary or logged-in).

• Earlier, the last CPOE Refill encounter’s Provider was considered to either display or create a new CPOE Refill Encounter for a Patient.

• Now, following conditions are considered,

- If the logged in User is a Provider then the system checks if there is a Refill Encounter already Open with the Encounter Date as TODAY, if found then the same encounter is displayed. If there is no Refill Encounter found for TODAYs date then a new Refill Encounter is created.

- If the logged in User is NOT a Provider and there is no CPOE Refill Encounter for TODAYs date then system opens a new CPOE Refill Encounter for patient’s last encounter’s Attending Doctor.

Navigation: GoTo tab: CPOE → Refill

Following are the Refill Request related UI enhancements. Refer to figure 12.2-1

• Encounter Date is now available on the UI.

• Name of the Attending Provider earlier just displayed without a label, now the label, ‘Attending Doc’ followed by the name of the Provider is displayed on the UI.

Figure 12.2-1: Newly added Encounter Date field and Attending Doc displayed

Navigation: GoTo tab: CPOE → Refill → select a minor patient → click Pediatric Dosage Calculator icon: to invoke Pediatric Dosage Calculator

Earlier the Pediatric Dosage Calculator displayed a standard weight for a patient depending upon the Patient’s age for a Refill Request (RR) Encounter. Now, it would consider patient’s actual weight as entered in the Vitals section of the last encounter. Refer to figure 12.3-1

Figure 12.3-1: Comparison of weights displaying on the Pediatric Dosage Calculator

Navigation: GoTo tab: CPOE → Lab/Radiology Order

OR

Goto: Patient's Encounter → Encounter TOC → Lab/Radiology Order

A new Label size, “32mm x 57mm” has been added to print the Label in smaller size for Lab/Radiology Order.

Limitation: The Label template should have limited data that would be printed comfortably within the specified size of label.

Navigation: GoTo tab: CPOE → Lab Order

OR

Goto: Patient's Encounter → Encounter TOC → Lab Order

The Patient Info icon: is now also available on the Lab Order screen to display details about the Patient. The Patient detail is displayed according the template which is defined in the property, patient.contactinfo.template.

User has a provision to define or specify the attachment type of Radiology Results’ attachment via Messages → Attach and Messages → Scan

Navigation: GoTo tab: Messages → Attach

• A new drop-down list, Attach Type is added and displays only when a User selects the option of Rad Result from the drop-down list, Attach. Refer to figure 13.1-1

Figure 13.1-1: Attach type option as available on the Messages Attach screen

• The newly added Attach Type drop-down list allows a User to manually select the attachment type i.e. either Images or Narrative or both.

Navigation: GoTo tab: Messages → Scan

• A new drop-down list, Attach Type is added and displays only when a User selects the option of Rad Result from the option list of Attach Type. Refer to figure 13.1-2

Figure 13.1-2: Attach type option as available on the Messages Scan screen

Hint: The property, message.attach.radresult.type is now used to SET the default value for the attach type for attachments.

Navigation: GoTo tab: Messages → Attach/Scan → Message dropdown list

The Message To dropdown list is now enhanced to display in an alphabetic order.

Navigation: GoTo tab: Messages → Attach

• Provision to have a PDF file ‘split’ into individual PDFs (each page is an individual PDF) or according to a range set by a User.

• The Message Attach screen now has a new button, split which on click invokes the Split PDF popup consisting of options such as All, Range and Overwrite. Refer to figure 13.3-1

• The files in the folder with TIFF extension are converted to PDFs and the original TIFF files are deleted from the Attach folder.

Note: If a file uploaded has the name same as the one deleted but with different contents then in such a case the new file is skipped from being converted to PDF.

Figure 13.3-1: Newly added ‘split’ button invokes the Split PDF popup

All: If the option, ‘All’ is selected to spilt a file for example, LB5368-1.pdf (consisting of four pages) then on click of ok, multiple individual PDFs are created with the following naming convention, LB5368-1_1.pdf; LB5368-1_2.pdf; LB5368-1_3.pdf; and LB5368-1_4.pdf. Refer to figure 13.3-2

Figure 13.3-2: Select List displaying a selected PDF file before ‘All’ option of split is applied – both in the before split and after split scenario

Range: If the option, Range is selected then the two fields, From and To are available. Refer to figure 10.4-3. User has to enter the range of page numbers in the From and To fields. Please note that a single PDF consisting of contents of the page range is created. For example, a PDF file, named, LB5368-1.pdf consisting of four pages when split with the range set as 2 to 3 then a single PDF file is created with naming convention such as LB5368-1_2 to 3.pdf. Refer to figure 13.3-3

Figure 13.3-3: Before and after the range is specified by User

Overwrite: When a User tries to split the same file multiple times then system checks if the option, Overwrite is selected – if yes then the initially created files are overwritten else if the option, Overwrite is NOT selected then system skips (or ignores) these files and no change is observed.

A new tag <THIS_PERSON> has been added for the generation of Report (Go to tab: Settings → Configuration → Tabular → My reports popup → SQL). This tag will generate the tabular report related to the logged in User only.

• There are forms required to be filled in for Workers’ Compensation that are filed by Healthcare Providers to the Workers’ Compensation board in the event of a patient injured at work. These forms have standard formats and are available in PDFs. It has always been a time consuming activity for Clinics to get these forms filled in and to maintain accuracy at the same time.

• Fillable PDF Forms are forms that are electronically generated PDFs with filled in values coming from patient’s encounter; thus ensuring speed and accuracy.

• Currently, PrognoCIS supports the following group of forms from the states of New York and Florida:

- Doctor’s Initial Report, C-4;

- Doctor’s Progress Report, C-4.2;

- Florida Worker’s Compensation – DWC25

• Fillable Forms are designed from a new link, Fillable Forms (GoTo tab: Settings → Configuration → Fillable Forms). It has been designed in such a way that data is pulled from encounters or patient’s records using relevant tags. The field name and its relevant tags are pipe (|) separated. Refer to figure 14.2-1

Figure 14.2-1: Fillable Form in design mode

A) On Specialty screen

User has option to select the specialty template with fillable form template as print output then on preview we view the filled in form. Refer to figure 14.2-2

Figure 14.2-2: Fillable form on Specialty screen

Note: Fillable Forms on preview are non-editable.

B) On Progress Notes Report

Fillable Form template is available from the Progress Notes Report. Refer to figure 14.2-3

Figure 14.2-3: Fillable Form as displayed on the Progress Notes Report

C) On Letter-Out screen

The Fillable PDF form is available in the form of attachment that is sent out with the message. Refer to figure 14.2-4

Figure 14.2-4: Fillable Form as attachment on the Letters-Out screen

• For a practitioner who requires knowing the exact time spent on every patient’s encounter, now has a provision to implement the newly added formula, Min CALC_ that calculates difference between the Start time and End time of an Encounter and displays this resultant time value in a tabular report. The report generated comes handy to the practitioner.

The section is applicable only for User’s with Admin login.

Navigation: GoTo tab: Settings → Configuration → column: Report Design → Tabular

• While designing the report, User needs to understand that the formula has two inputs, as in Min CALC_4:3, the number 4 and 3 denote the serial number in which the encounter end time and encounter start time have been defined respectively. The formula calculates on the basis of the time difference between the End Time and the Start Time. Refer to figure 14.3-1

Figure 14.3-1: Configuring the End Time and Start Time values in the formula

Note: These numbers may vary according to the position SET by the Users (while designing the report) for the Start and End Time.

• Also, User needs to create a specialty template (GoTo tab: Settings → Configuration → under Specialty column → Template) with two Tests namely Start Time and End Time and assigning them with the result type as text.

• Similarly, if required then create a Doctor Form template (GoTo tab: Settings → Configuration → Doctor Forms).

B) On Specialty screen and/or Doctor Form

Now, on the Specialty screen (GoTo patient’s Encounter → TOC → Specialty) select the appropriate template and start using the template by adding the appropriate values. Refer to figure 14.3-2

Figure 14.3-2: Specialty screen displaying the template that captures User's input of Start and End Time

Similarly, on Doctor Form, User inputs are captured or saved.

Note: User is expected to enter military time.

C) On Tabular Report screen

Navigation: GoTo tab: Patient → Reports → Tabular → Select the report that was designed from the Report Design screen

Run the report to view the exact time spent on every patient’s encounter. Refer to figure 14.3-3

Figure 14.3-3: Calculated value displayed in minutes on the basis of Min CALC_ formula

Navigation: GoTo tab: Report → Meaningful Use → Meaningful Use Report popup → Doctor drop-down menu

The option, ‘All’ available on the Doctor drop-down menu has now been removed.

Navigation: GoTo tab: Report → Review Encounter

The message sent to the Attending Provider on review of an encounter is now based on a new property ‘encounter.review.message.on’. The value of the property is either 0 or 1 or 2 or 3. Refer to figure 14.5-1

Following are the conditions for its working,

• If the property value is SET as 0 (zero) then message is sent only if either the review checkbox is clicked OR Notes has been entered,

• If the value is SET as 1 then message is sent only if the review checkbox is selected AND the notes are also entered,

• If the value is SET as 2 then message is sent only if the Review checkbox is selected, and

• If the value is SET as 3 then message is sent even if only the Notes are present.

Figure 14.5-1: Review Encounter report screen

A new tabular report Comprehensive Primary Care Initiative (CPCI) has been added to generate tabular report. There are in all 10 NQFs which are defined by CPCI. Refer to figures 14.6-1, 14.6-2, and 14.6-3

Figure 14.6-1: CPCI report link on Tabular Report search

Figure 14.6-2: Tabular report popup displaying CPCI query

Figure 14.6-3: CPCI Report