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• A new button "Save & Print" has been provided in the Doctor Form and all its dependent forms, in addition to the already existing button: Save. With the introduction of a single button of 'Save & Print' the provider can now perform the function of saving the details entered in the Doctor Form and simultaneously print the details according to the associated 'Print Template'.
  
• Print Template, is a template that is designed to contain tags. Depending upon these tags, on print selective data is pulled from the patient's encounter and printed, as designed. It is important to associate a 'print template' to the Doctor Form. The association of the print template to the Doctor Form is a one time process until the provider requires changing the existing print template.
  
• To associate a print template GoTo Settings → Configurations → column: Report Design → link: Doctor Forms → screen: Doctor Form Definition. In the screen: Doctor Form Definition notice the newly introduced field: Print along with the Master (Template) Search icon. The template name selected is then displayed in the field: Print. Refer to figure 1.1

• Now to after the association of the Print Template has been done with, when a provider enters details through the Doctor Form and Clicks on the button: Save & Print the details are automatically saved with the encounter and you would receive a print prompt to print the encounter related details (even details coming from past encounters). The details are printed as per the print template designed and selected.
  
• To design a new print template GoTo Settings → Configuration → column: Templates → link: Form
  
• Consider the following conditions that are applicable for the button: Save & Print to remain enabled (available):

• A new button "Done Details" has been provided in the Specialty screen thus making it convenient for a provider to mark a procedure as 'Done' as well as to further add the details about the procedure conducted on the patient, by
  clicking on the icon: Refer to figure 1.2
  
  This way, the provider is saved from the efforts to navigate back to the screen: Health Maintenance and enter the procedure 'Done Details' - as was the case earlier.

• User has to first mark the procedure as DONE - by selecting the checkbox under the column: Done only then the button-icon is enabled.
  
  
• A pop-up: Done Details is displayed that takes in patient's procedure related details as part of patient's health maintenance Refer to figure 1.3

• The procedure that is done with the procedure details added and saved in the Specialty screen is also reflected in the screen: Health Maintenance of the patient's encounter. But the same is NOT true vice-versa.
  
  Note: The functionality of transferring the Done Details of a procedure from a specialty screen to the screen: Health Maintenance depends on a property: phh.add2hm.on.procedure.done in such a way that,

• The option of 'Done Details' is available only on procedure template. To mark a specialty template as a 'procedure': GoTo Settings → Configuration → column: Specialty → link: Template. In the template screen, the option: Procedure when selected marks the specialty template as a procedure. Refer to figure 1.4

• A new button "addendum" has been provided in the Specialty screen after the encounter is closed so that a user is able to add any procedure related addendum notes without a need to re-open the encounter. Refer to figure 1.5
  

Figure 1.5: Procedure addendum button seen in specialty screen after encounter closed

• The button is available or displayed only if the encounter had procedure(s) done by the provider.
  
• On click on the button: addendum a pop-up: Procedure Addendum Notes is displayed Refer to figure 1.6 the procedure notes added here is automatically appended and available in the Preview and Print option of the procedure note in the Specialty screen. Also, the pop-up displays all the earlier added addendum notes in the gray area of the pop-up.

• To include procedure addendum in the progress notes report, the following tags are used: [ENC_PROCEDURES_ADDENDUM] and [LASTENC_PROCEDURES_ADDENDUM] and use the property: enc.close.show.proc.addendum to auto append the procedure addendum in the progress notes.
  
• If the Procedure Addendum has been added by user other than the attending provider then on save of the procedure addendum notes a message is sent to the attending provider with the details of the addendum notes and the date and time of the entry
  
• Procedure addendum note entered for a specialty template is displayed at the bottom section of the procedure note.

• At times the results for the tests ordered or performed are expected in few days after the encounter with the patient. A provision has been made available for the feature of Lab Order wherein a user is able to edit Lab Order Date; add the information with regard to the date and time of samples collected or tests conducted; date and time of the food or drink consumed - even after an encounter is closed.
  

• A new button "Collection…" has been provided in the screen: Lab Order Refer to figure 1.7 The availability of this functionality depends on the 'Status' of the Lab Order i.e. only if the status of the Lab Order is any of the following will the button: Collection remain enabled
  o ENTERED
  o ORDERED or
  o SAMPLE DRAWN
  The functionality is NOT available if the status of the Lab Order selected is either 'Results Received' or 'Completed'
  

• The pop-up: Collection Date is displayed on click on the button: Collection… Refer to figure 1.7

• All the tests entered in the screen: Lab Order is now seen in the pop-up: Collection Date
• The field: Order Date displays the Order Date of the Lab Order; any change done to the date reflects in the Lab Order.
• The field: Date Time takes in the date and time value that gets applied to the option chosen from 'Apply To'
• The field: Order Date displays the Order Date of the Lab Order; any change done to the date reflects in the Lab Order.
• The option: All Collection Date/Time when selected adds the date and time value in the respective column; the option: All Food/Drink Date/Time adds the date and time value in the respective column; the option: Selected adds the date and time value only in the fields whose checkboxes have been selected; the option: Blank adds the date and time value in ALL the fields that are blank without any values.

• A message composed can now have documents attached and sent out to different medics; and roles
  
• A new button "Attach" has been added in the screen: Compose (GoTo tab: Message → Compose) Refer to figure 1.8

• The button: Attach is enabled only if a Patient name has been selected in the field: Reference Patient; if a user has navigated to the screen: Compose after accessing the patient's encounter details then that patient is selected automatically in the field: Reference Patient.
  
• A document list of the patient records is displayed on click on the button: Attach; the user selects the documents that have to be sent out, the documents attached is displayed next to the button: Attach and above the field: Message. Refer to figure 1.7
  
• Based on the different types of documents selected, different icons representing these documents are displayed as attachments. Refer to figure 1.8
  
• Though there is an option to send the message out to the patient, the messages reach the patient's Inbox without the attachments; this is in compliance with the HIPPA laws; a prompt alerting the user about the same is also displayed. Refer to figure 1.9
  
  
  Figure 1.9: prompt alerting the user when the user has a Patient in the 'Send To' list
  
  The maximum attachments permitted for attach is 10; and if a user attempts selection of documents beyond 10 then a prompt limiting user's action is displayed. Refer to figure 1.10
  
  
  Figure 1.10: prompt alerting the user of the max limit reached while selecting documents to attach
  
  To view the Patient Notes sent with attachment, GoTo Patient → Review → Messages; when a message is opened it displays these attachment as a comma separated list.
  
• The receiver of the message, receives the message in his/her Inbox with the list of attachments arranged in a comma separated list that can be easily forwarded as well.
  

• Two new properties are added to perform assessment code checks before an encounter is closed or when the patient workflow status is set to 'DONE'. This way, it becomes mandatory for a provider to enter the respective assessment codes to the service(s) rendered.
  
• Consider the following two properties, depending on the values assigned relevant checks of assessment codes are performed before allowing the user to close an encounter or mark the patient workflow status to be set as 'Done':
  

1. Assign the values I - ICD, C- CPT, H- HCPC, A - Any, B - Billing (CPT or HCPC) respectively to the property: enc.close.assessment.must; depending on the value(s) assigned, the application checks for the assessment codes before an encounter is closed.
2. Similarly, assign the values Y or N to the property:
   encounter.patworkflow.done.checkforasssement; if the value is set to Y then application checks for the mandatory assessment codes defined under the property "enc.close.assessment.must"when the user tries to mark an encounter as DONE. Set the value as N in case assessment code checks are not required.
   

• A new property has been added whereby a provider (reviewer) has to explicitly mark the encounter as 'Reviewed' for the status of the encounter to display as 'Open and Reviewed'. For this, the provider has to explicitly select the option: Review from the screen: Review Encounter (GoTo Report → Review Encounter).
  
  Note: The significance of this function is that now a reviewer provider enters his/her comments until and unless the reviewer marks the encounter as 'Reviewed' the encounter remains accessible for further comments at a later stage
  
  
• In the property tag: encounter.review.explicitly ; assign the value 'Y' to apply the property.

• A new icon: Existing Appt to list out all the other existing appointments of a patient has been introduced in the pop-up: Appointment Schedule (GoTo tab: Appointment → Schedule → pop-up: Appointment Schedule)
  
• The icon is enabled only if appointments (Scheduled/To be Confirmed) exists for the selected patient.
  
• The pop-up: 'Other Appointment for Patient' is displayed on click on the icon: Existing Appt; if the pop-up: Appointment Schedule has been invoked by clicking on a patient's current appointment then the details of ALL the existing appointments excluding the current appointment (from where the pop-up: 'Other Appointment For Patient' has been invoked) is displayed.