WHAT'S NEW

SrNo Feature Patch# Info
1 Location Concept on Employer Master and Individual Employer VS Organization Employer in PrognoCIS V3B2 Enhancement Patch # 268  
2 Time Zone and allowed service states to perform telemedicine is supported for Telemedicine Appointment Schedule in PrognoCIS V3B1 Enhancement Patch # 903 For video: click here
3 Patient Insurance screen has been revamped V3B1 Enhancement Patch # 891  
4 Sharing Progress Notes and Letters on Portals V3B1 Enhancement Patch # 878  
5 Electronic Prior Authorization V3B1 Enhancement Patch # 863 QUG - Instruction steps for a successful ePA cycle
6 Evalution and Management V3B1 Enhancement Patch # 819
7 New Home Screen UI V3B1 Enhancement Patch # 357

Location Concept on Employer Master and Individual Employer VS Organization Employer in PrognoCIS

Introduction

Hybrid Location setup has been extended for Employer Master screen by giving an option to add Clinic Locations in PrognoCIS. For Single, Hybrid and Multi Location setups, provision has been given to add Employer as an Organization Employer or as an Individual Employer in PrognoCIS.

A new admin-level property, enable.organization.emp has been introduced to display Associated to Organization field on the Employer Master screen in PrognoCIS for SL, HL and ML setups

A new admin-level property, enable.organization.emp has been introduced on the Properties Master screen. If this property is set to On, Associated to Organization field along with Search icon, Add icon and Clear hyperlink are displayed on the Employer Master screen. By default, this property is set to Off. The Associated to Organization field is displayed below the Nature of Business field. FTIN and External ID fields have been relocated to be placed beside each other. The size and alignment of the FTIN and External ID fields has been made in sync with Contact First Name and Last Name fields on the Employer Master screen.

On clicking the Search icon, , the Organization Search List gets invoked. The Organization Search List displays Organization Name and Address details. The Organization Search List has a CLOSE button to close the popup. When any organization is selected from the popup, the selected name is displayed in the Associated to Organization field and the Associated to Organization label becomes hyperlinked. User can click on the hyperlinked Associated to Organization label to invoke Add Organization Employer popup to add new or edit already added details.


Figure: Associated to Organization field on the Employer Master screen

On clicking the Associated to Organization icon, the Add Organization Employer popup gets invoked. The Add Organization Employer popup displays “* Indicates Mandatory Field" in the header section. The popup is further divided into two sections which constitute Organization Details and Invoice Parameters.


Figure: Add Organization Employer popup Clicking on the Clear hyperlink removes the selected Organization Employer from the Associated to Organization field.

A new admin-level property, associate.cl.loc.emp has been introduced to display Associate Clinic Location field on the Employer Master screen in PrognoCIS for HL setup

Associate Clinic Location field is displayed on the Employer Master screen in PrognoCIS for Hybrid Location setup when the following prerequisites are fulfilled: The Associate Clinic Location field is placed below the Nature of Business field on the Employer Master screen when the property, enable.organization.emp is Off. If the property, enable.organization.emp is On on the Hybrid Location setup, the Associate Clinic Location field is shown below the Associated to Organization field.


Figure: Associate Clinic Location field on the Employer Master screen

The Associate Clinic Location field is provided with a multiselect icon. Click on the All Locations icon to invoke Location(s) popup. All active locations saved in PrognoCIS are displayed in this popup. A vertical scrollbar is present on the popup to see all the Locations available in the popup. User can select as many locations as required from this popup and click on the Ok button of the popup or click on the Cancel button to close the popup.


Figure: Location(s) popup

If an Employer having locations associated to them has been linked to a Patient on the Patient Registration screen, then on unselecting the selected locations for the same Employer and clicking on the Ok button on the Location(s) popup gives an error message in a popup with an OK button. This error message is displayed on the Employer Master screen and is as follows - There is XXX employees linked to this visit location for (Employer Name). No option to remove.

Changes with respect to Employer on the Patient Registration screen in PrognoCIS for HL setup

For Hybrid Location setup, on adding a new Patient on the Patient Registration screen, all the fields/button/icons/checkbox under the Employer Details section of the Contact tab are shown disabled. This section gets enabled only on saving a newly added Patient record.

If the Clinic Location associated to the Employer on the Employer Master does not match the Visit Location selected on the Patient Registration screen, then on clicking the SAVE button on the Patient Registration screen, a confirmation message is displayed with Yes and No buttons. The message is as follows - The XXX, XXX patient's visit location and the selected (Employer Name) employer’s associated location is not the same. Do you want to correct it now?


Figure: Validation message for Location mismatch

On clicking the Yes button, the confirmation popup gets closed, and the user is navigated to the Contact tab of the Patient Registration screen. On clicking the No button, the confirmation popup gets closed.

Changes with respect to Employer on the Appointment Schedule screen in PrognoCIS for HL setup

On the New Patient popup, the Employer field along with the Search icon, Clear hyperlink and Employer Notes icon are now disabled.


Figure: New Patient popup

Changes made to the Employer Search popup on various screens across PrognoCIS for SL, HL and ML setups

The Employer Search popup now displays two additional columns. These new columns are Organization name and Nature of Business. The existing and new columns displayed from left to right are Employer Name, Address, Organization name, Nature of Business.


Figure: Employer Search popup

Time Zone and allowed service states to perform telemedicine is supported for Telemedicine Appointment Schedule in PrognoCIS

Introduction

The Providers in specific states is allowed to practice Telemedicine service. Until now in PrognoCIS, the functionality of showing the allowed states of telemedicine service was not supported. On introducing this brand-new feature, now the Provider can schedule a Telemedicine appointment based on their or patient’s time zone. Also, now the telemedicine appointment reminder message and email are sent to Provider and Patient is based upon the Provider’s and Patient's time zone. The property prognocis.telemed.timezone.enable enables the Timezone for Telemedicine feature.

Added Telemedicine Service States on the Provider Master screen

A new field Telemedicine Service States with a three dotted icon is added on the Provider Master screen. The availability of three dotted icon on the Provider Master screen is governed by the property prognocis.telemed.timezone.enable.
  • If the property is turned ON then the Telemedicine Service States icon is displayed on the Provider Master screen.
  • If the property is turned OFF then the Telemedicine Service States icon is hidden on the Provider Master screen.

Figure: Telemedicine Service States icon on the Provider Master screen.

On clicking Telemedicine Service States icon, the Allowed states for Telemed popup is invoked. This popup consists of all the applicable allowed states for the Provider to perform telemedicine; here the list of the states is arranged in alphabetical order of the state name. The state mentioned in the Provider’s address is automatically marked as the Home state and keyword Home State as a suffix is displayed. In case, the state is not mentioned in the Provider’s address, the clinic’s state is considered as the home state. From this popup, the User can select multiple states where that Provider is allowed to practice telemedicine. Once the states are selected on the Allowed States for Telemed popup then the selected allowed states are displayed on the top of the table after clicking the Ok button from the popup.
Figure: Allowed States for Telemedicine popup.

Added 'Telemedicine workpattern same as In-Clinic work pattern' checkbox on Work Pattern screen

On the Work Pattern screen Telemedicine workpattern same as In-Clinic workpattern checkbox is added for Telemedicie Provider and by default this checkbox is checked. The user can also uncheck this checkbox, when the checkbox is unchecked then a table is displayed with the Start and End Time column wherein the user can define the time slot for Telemedicine work pattern. Also, added a title as In-Clinic for the existing work pattern table.

Note: The Telemedicine work pattern or Telemedicine as a feature, does not require the location for the telemedicine encounter to be carried out. Hence, the Location as a column is not added in this table.
 
Figure: Telemedicine work pattern same as In-Clinic work pattern checkbox checked.


Figure: Telemedicine work pattern same as In-Clinic work pattern checkbox checked.

Added Timezone list box and Allowed telemed service states icon on the Appointment Schedule screen

On the Appointment Schedule screen, a Timezone listbox and Allowed telemed service states icon is introduced. The property prognocis.telemed.timezone.enable governs the availability of Timezone listbox and Allowed telemed service states icon on the Appointment Schedule screen
  • If the property is turned ON and allowed telemedicine service state is defined on the Provider Master→Telemedicine Service State then Timezone list box and Allowed telemed service states icon are displayed on the Appointment Schedule screen.
  • If the property is turned OFF then Timezone list box and Allowed telemed service states icon on the Appointment Schedule screen are hidden.
  • If the property is turned ON and allowed telemedicine service states are not defined, then the Timezone list box and Allowed telemed service states icon are hidden on the Appointment Schedule screen.
Note: This feature is available only for Telemedicine Provider, hence on the Provider Master the Telemedicine Provider checkbox needs to be checked.

Time zone listbox  
  • On the header band of the Appointment Schedule screen next, a Timezone list box is displayed which displays the different time zones of the states. The time zone list box includes the distinct values of time zones for the states defined in the Allowed States for Telemed popup on the Provider Master screen. (E.g., If the CA-California, NY- New York and NV-Nevada are defined as the allowed telemedicine states of service on the Provider master, then PST and EST are displayed in the timezone drop down list).
  • If the states are not defined on the Allowed States for Telemed popup on the Provide Master screen, then the Timezone list box is not displayed on the Appointment Schedule screen.

Figure: Timezone list box dropdown menu.

Allowed telemed Services States icon
  • The Allowed telemed service state icon is displayed on the header band of the Appointment Schedule screen next to the Timezone list box. On click of this icon, Allowed States for Telemed popup is invoked. This popup consists of one column named as State Code-State-Timezone which displays the State Code followed by a ‘-’ hyphen followed by State followed by ‘-’ hyphen followed by Time zone (E.g., NY - New York - EST). The states displayed here are the states selected on the Provider Master→ Telemedicine Service States→Allowed States for Telemed popup.
  • If no states are selected on the Allowed Sates for Telemed popup from the Provider Master, then on the Appointment Schedule screen the Allowed telemed services states icon is not displayed.
Note: Both Timezone list box and Allowed telemedicine service states icon is displayed on the Appointment Schedule screen only for the Telemedicine Provider.


Figure: Allowed Telemed Service States icon on the Appointment Schedule screen.

A new property is added on the Properties screen as telemed.appointment.special.condition to validate on scheduling an appointment when the Patient's home state is not part of the provider’s allowed states. This property has two values i.e., 0 - No Restrictions and 1 - Patient's home state should match the provider's allowed telemed states.
  1. If the property prognocis.telemed.timezone.enable is turned ON and the property telemed.appointment.special.condition is set to 0, then the user is allowed to schedule an appointment for a patient with any state location and provider with any location.
  2. If the property prognocis.telemed.timezone.enable is turned ON and the property telemed.appointment.special.condition is set to 1, then the user is allowed to take an appointment for a patient with the provider who has the patient’s home state in the list of allowed states of telemed service. If the patient’s home state is not part of the provider’s allowed states, then in this case when user tries to schedule an appointment then a validation message is displayed on the screen as ‘Provider is not allowed to practice in patient's home state for this telemedicine appointment. Do you want to proceed?.’ to confirm if user wants to proceed even if the states do not match.
  3. If the prognocis.telemed.timezone.enable is turned OFF and the property telemed.appointment.special.condition is set to 0/1, then the user is allowed to schedule an appointment for a patient with any state location and provider with any location.
Changes on the Appointment time slot region

The time displayed in the time slot region under the Time column on the Appointment Schedule screen is now as per the time selected from the time zone list box dropdown. Also, the appointments displayed in the schedule inside the time slots are now displayed based on the time conversion. If the user changes the time zone from PST to EST as per the example mentioned above, then the appointments displayed in the slots now move to the new slots based on time conversion from PST to EST. E.g.: If there was an appointment for a Patient A at 10 AM PST, then this appointment now is displayed in the 1 PM EST slot.

As per the existing functionality the property appointment.location_default_color, decides the time slot region color and the text displayed in the time slot region is governed by the existing property appointment.locationdisplay.applicable. Hence, if the work pattern is defined for the Provider from the Work Pattern screen, the time slots region on the Appointment Schedule screen displays the color based on the existing property appointment.location_default_color. Also, the text displayed in the time slot region is governed by the existing property appointment.locationdisplay.applicable.

Through this feature now when the Telemedicine work pattern is defined for a Provider on the Work Pattern screen, then on the Appointment Schedule screen, the time slot region includes the Telemedicine as a word for which the telemedicine work pattern is defined. Below is the list of scenarios:

For In-Clinic Work Pattern

If only the In-clinic work pattern is defined, then the text is displayed on the appointment slot region based upon the value set in the appointment.locationdisplay.applicable property.

In-Clinic and Telemedicine Work Pattern:

When In-Clinic and Telemedicine Work Pattern is defined for a Provider. In this case there are three sub scenarios i.e.,
  1. Telemedicine work pattern time slot is a part of In-Clinic work pattern time



    2. Figure: Telemedicine work pattern is part of In-Clinic work pattern.


  2. Telemedicine work pattern time slot is not a part of In- Clinic work pattern



    3. Figure: Telemedicine work pattern time slot is not part of In-Clinic work pattern.

  3. Telemedicine work pattern time is partially part of In-Clinic work pattern.


    4. Figure: Telemedicine work pattern is partially part of In-Clinic work pattern.

Text/Email Reminder sent to Patient and Provider Telemedicine Appointments is as per the time zone of the respective recipient

With this feature some changes have been made in the appointment reminders as well. When the Telemedicine appointment is scheduled, the patient and provider receive a Message and an Email Reminder for the scheduled Appointment, based on the time zones they are situated in. The appointment time in the text and email reminder is displayed as per the military clock, that is, the 24 hour clock pattern. E.g An appointment is scheduled by the clinic at 17:15 MST time zone, patient is located at PST time zone whereas Provider is from EST time zone then Patient receives text/email reminder at 16:00 PST time zone and Provider at 19:00 EST time zone.
 
Refer below to watch the complete video of this feature:
 


Patient Insurance New UI

Introduction

In order to make the PrognoCIS Patient Insurance more user-friendly, a new UI has been introduced for this popup. The Patient Insurance popup can be invoked by clicking on the umbrella icon from multiple screens from EMR and Billing.

In this newly revamped Patient Insurance popup, following major changes have been made:
  1. The screen layout has been changed.


    1. The screen is now divided into 2 separate panes, the Left Pane and the Right Pane.
    2. Instead of showing a list of Insurances for a patient in a table at the bottom of the screen, they are shown vertically aligned in the Left Pane; details of each Insurance are shown in the Right Pane, beside the list.

      3.  
    3. Instead of showing the Insurance card images at the bottom right corner, they are shown next to the Right Pane. Both Front and Back images are displayed one below the other.
    4. There are two tabs introduced: Tab 1 and Tab 2, General Tab and Details Tab respectively. Here, the most commonly needed Insurance information is shown in Tab 1, i.e. the General Tab and less frequently needed information is shown in Tab 2, i.e. the Details Tab.

  2. This UI has introduced a new way to add Insurance for a patient by using the popup named New Insurance for <Name of Patient>. To know more about adding new insurance from this popup, refer to the video.

  3. A new Card Scan functionality is now introduced on the Patient insurance screen. If the User’s machine has the OCR card scanner attached, the Patient's insurance details are captured along with the front and back images of the insurance card. Please refer to the video.
     

  4. Eligibility check and details button are now merged into 1 button called Eligibility. Also, the Demographic Updates icon is now displayed inside the new Eligibility popup, invoked on clicking the new Eligibility button. Also, the Fetch New Eligibility icon is now introduced inside the Eligibility popup. Please refer to the video.


  5. Billed As Validations popup now introduced. If a User tries to set an Insurance that is Classified as DMERC, then on clicking the Save button, this popup gets invoked.


  6. Along with the changes mentioned above, some important field names, concepts and terminologies have been changed.
     
    1. Default Ins. Primary, Secondary, Tertiary is now called Billed As Primary, Secondary, Tertiary.
       
    2. Defined as is now changed to Classified As.

    3. A new Classified As option, Healthcare, is now introduced that clubs the Classified As Primary, Secondary and Tertiary in one.

    4. Status dropdown now changed to Mark Inactive/Expired Checkbox.  
    5. CoPay radio buttons are now converted to a dropdown.
       
    6. Hosp Cert checkbox is now renamed as Hospital Certification.
       
    7. The field Code for Medicare as Sec. is now renamed as Medicare Secondary Code.
       
Sharing Progress Notes and Letters on Portals

Introduction

Now, sharing Progress Notes to Employer Portal and sharing Letters to Patient Portal, Employer Portal, Attorney Portal and Referring Provider Portal is quicker, easier and secure with the following features.

  • Progress Notes can now be shared automatically on the Employer Portal from PrognoCIS on Encounter Close, saving additional clicks and time. Click here for more details
  • Letters can now be shared on the Patient Portal, Employer Portal, Attorney Portal and Referring Provider Portal directly from the Letters Out screen. This feature allows the Users to share PHI in a highly secured way. Click here for more details.

Electronic Prior Authorization (ePA)

Introduction

Electronic Prior Authorization (ePA) integrates directly with EHR and Pharmacy software, enabling prescribers, specialty pharmacists and technicians to quickly and easily obtain prior authorizations so patients can start their medications sooner and prescribers can have hassle free ePrescription process. PrognoCIS EMR now supports Electronic Prior Authorization (ePA) via Surescripts.
  • For more information on Electronic Prior Authorization (ePA) click here
  • To view Instruction steps for a successful ePA cycle click here
New E&M Introductory Guidelines for Code 99202-99215 and 99211 to 99215

Introduction

Evaluation and Management coding (commonly known as E/M coding or E&M coding) is a medical coding process by which the Encounters are translated into CPT codes to facilitate billing. This allows medical service Provider's to document and bill for reimbursement for the services which they have provided to Patient. E&M codes are based o n the Current Procedural Terminology (CPT) codes and G codes. E&M scoring is based on Patient’s Past Medical History, Examination and Medical Decision making (MDM). In PrognoCIS, following changes have been made in the E&M Introductory Guidelines related to Office or Other Outpatient Codes 99202 to 99215 and the E&M Revised Office or Other Outpatient E&M Codes 99202 to 99215 that are effective from January 1, 2021.

E&M (EVaLUATION AND MANAGEMENT)

There are different E&M codes for different types of Encounters wherein the billing amount for every encounter depends on the Level of Service provided by the Doctor. There are pre-defined standards and parameters to qualify for a level of service. The User has a provision to click on an option to select a Level of Service. Note that if the Doctor has spent a significant time in consulting the patient without any ROS/HPI even then he is entitled to charge a higher level of service.  

The following are the pre-defined E & M types in PrognoCIS.

  • Office Visit
  • New Patient
  • Out Patient Consultation
  • Inpatient Consultation
  • Hospital Inpatient Service
  • Hospital Care
  • Confirmatory Consultations
  • Follow Up Consults
  • Emergency Visits

Note: The Admin User can define and configure the custom set of E&M types as required by the Clinic from the Settings→ Configuration→E and M master screen.

On the E&M (Evolution and Management) screen, a revised guideline changes by CMS hyper link is provided. On click of this hyperlink a pop-up is invoked which displays the information related to the New Patient Codes, MDM and Elements.

Figure: Introductory Guidelines hyperlink.

In PrognoCIS under the E&M screen, the Encounters dated on or after 01/01/2021, each of the Evaluation and Management code, i.e. 99202 to 99205 and 99211 to 99215 are displayed in a new format for all the Encounter Types. However, for the Encounters prior to 01/01/2021, the codes are displayed in the old format.

Figure: For code 99201 the Face Sheet elements are displayed in older format.

The EMC (Evolution and Management Code) 99201 for New Patient is not available for use from 01/01/2021. 99201 codes are available for the User to select if the date of service is prior 01/01/2021. For any date of service after 01/01/2021 the 99201 code is not available for selection.

In case, if a User tries to select the code 99201 for any E&M type, then the following alert message is displayed on the screen. '99201 is not available for selection'.

Figure: 99201 code not available for selction alert.

Note: For New and Established Patient the calculatated MDM section available in the bottom of screen is disabled.

  Elimination of Medical Elements

On the E&M screen, the MDM selection table now does not displays the information related to the MDM elements such as Type of Medical History, History of Present illness, Review of System, Physical, Past, Family and Social History.

Note:  This is applicable only for New Patient and Established Patient E&M types.

 

Figure: NA displayed under the Face Sheet elements column.

MDM LEVEL (MEDICAL DECISION MAKING)

The MDM elements associated with codes 99202 to 99215 consist of three major components -

  • The number of complexities or problems addressed
  • Amount and/or complexity of data to be reviewed and analyzed.
  • Risk of complications and/or morbidity or mortality related to patient management.

In order to select a level of the E&M service, two of the three elements must be met or exceeded. The new MDM table in PrognoCIS further outlines the criteria for the E&M code level selection.

The Level of Medical Decision Making is used to assist in selecting the level of medical decision making for reporting an office or other outpatient E &M service code. The table includes the four levels of medical decision making, i.e., Straightforward, Low, Moderate and High and the three elements of medical decision making i.e., number and complexity of problems addressed, amount or complexity of data reviewed and analyzed, risk of complications or morbidity/mortality of patient management.

MDM (MEDICAL DECISION MAKING) Column

The MDM column on the E&M screen displays the level of complexity based on the selected EMC (Evaluation and Management Codes). Now, along with showing the level of complexity, the User has to select other elements related to the MDM. Hence, a hyperlink is provided for each level of MDM.

 

Figure: MDM hyperlink.

On clicking the the MDM hyperlink available under the MDM column, the Level of MDM(E.g. Level of MDM-Low Complexity) pop-up is invoked. Here, the User can also select the required complexity of particular diagnosis and make a decision accordingly.

Figure: Level of MDM popup.

The first column of the Level of MDM table displays the Elements of MDM which is by default selected based upon the selected MDM option from the E & M screen.

The second column in the table displays Number and Complexity of Problems Addressed; here the User can select the required category/level of the complexity. Each level of MDM has its own set of elements.

Third column in the table displays the Amount and Complexity of Data to be Reviewed or Analyzed. (E.g. The number of Lab/Radiology test ordered). If User selects information from third column without selecting the required info from the second column then an alert is displayed on screen as 'Please select Number and Complexity of Problems Addressed'

The fourth column in the table displays the Risks of Complications wherein the User has to select the risk of particular surgery or treatment.  

Also, an Additional Comments text box field is provided at the bottom of the Level of MDM pop-up. The User can either select the elements of MDM or enter the information in the textbox area or can do both the things. Once the required elements are selected or Additional Comments are added in the textbox area then click on the Ok button to save the changes for each section.

Updated Time Factor

The fourth column in the table displays the Risks of Complications wherein the User has to select the risk of particular surgery or treatment.  

Time factor is the duration of time spent face-to-face consulting / counseling the Patient. By default the Time Factor is set to zero. Click on the Time Factor button for the selected EMC code. On clicking TF button, the Time Factor pop-up (E.g. Duration 15 to 25 minutes) is invoked wherein the User can enter the additional notes or comments related to extra time spent for particular encounter under the Additional Comments text box area.  

Figure: Time Factor popup.

Added Prolonged Services Code

Prolonged Services code 99417 is available on selecting 99205 EMC code or for an encounter longer than 75 minutes. For every additional 15 minutes spent after 75 minutes the system considers the units for 99417.

Figure: Prolonged Service code available for EMC code 99205.

The prolonged services code 99417 is also available on selecting 99215 EMC code or for an encounter longer than 55 minutes. For every additional 15 minutes spent, the system considers time units for 99417. It is calculated as 1 unit for every 15 minutes.

Figure: Prolonged Service code available for EMC code 99215.

    • 15-29 Minutes
    • 30-44 Minutes
    • 45-59 Minutes
    • 60-74 Minutes
    • 75-85 Minutes

On selecting the additional minutes spent (E.g. 30-44), the units get calculated and the respective unit gets auto populated under the Number of Units column. Once the information MDM or Time Factor is entered for the selected code then click on the Save button and save the changes.

Figure: Calculated MDM section.

Homepage Changes

Introduction

Home page is the first screen User is directed to on logging in to PrognoCIS. New User Interface has been designed to provide Users a more structured , customizable and User-friendly experience. It is more interactive, concise and gives User the freedom to customize it as per own preference.

EMR homepage currently has following primary sections:
  • A table listing

   ◦   Appointments

   ◦   Open Encounters
  • Certain standard navigation and menu ICONS for easier navigation of selected Patient’s Appointments and Encounters.

                                       Figure: New Home Screen User Interface

Menu Icons

                                                                                   Figure:Home Screen Menu icons

 New : It facilitates the user to invoke help page for the latest features released/to be released. It acts as a newsletter for displaying all vital information of the newly added features and updates related to PrognoCIS. This icon is based on an admin level property home.newver.notes.days.

Dashboard : Dashboard helps to view graphical representation of transaction related data. There are nine sets of cells on Dashboard screen.

Switch to BILL : Helps User to toggle between EMR and Billing screens (this icon is displayed only if Billing Module is enabled for the respective Clinic).

Take Appointment :Opens Appointment Schedule popup and enables User to schedule an appointment instantaneously.

Select Patient : Allows selection of Patient Name and further directs user to Patient Encounter screen.

Current Encounter : Directs User to the Current Encounter screen.

Inbox : User can view messages received by clicking this icon. It can also be accessed by clicking Messages à In. Total number of unread messages is displayed in upper-left corner of the popup for respective logged in User followed with different categories as shown below:

All | Urgent: (0) | Alert: (0) | Notification: (0) | To Do: (0) | Telephone: (0)

·         Number displayed in brackets represents the number of unread messages of that particular Type.

·         Icon for inbox will be displayed as yellow envelope  on the screen. Yellow envelope indicates that new message(s) has been received since User last visited Inbox. (Irrespective of how user accessed Inbox. i.e. from Messages à In menu or from above icon).

Message type

Icons

Inbox icon with Unread messages

Inbox icon with Read messages

·  When user clicks on Inbox icon, a new popup appears. It displays the latest 10 messages. (Irrespective of the read or unread message status).

·   Unread and Read messages are displayed in two different backgrounds. Light blue background color is displayed for Unread messages and white background for Read messages.

·   On clicking and invoking the Inbox popup, yellow envelope Icon: changes to white envelope icon:

·     On clicking any of the message from this list another pop for this message is opened allowing user to read and take appropriate actions. Go to Inbox button directs User to current Message Inbox.

                                                                                       Figure: Inbox popup

Message type

Icons

Alert

NotificationNotification

Urgent Message  
Telephone
ToDo

Resource Center : Client Resource Center is a convenient source of user-oriented and technical documentation to assist all users of PrognoCIS with all features related to system. Conveniently presented in categories such as User Quick Guides, FAQ, Training Videos, and Submit a Ticket, the Client Resource Center gives User a one-stop experience to get the answers.

Help : It displays the entire list of HTML Help documentation in an alphabetic and categorical manner.

Info : Displays license information. While reporting problems to tech support, specify the PrognoCIS Version, the SP (Service Pack) Number and Build Number, to help them serve you better.

Lock Screen : To lock the currently open screen, in case the user needs a break before resuming again. It is advisable to close all pop-up windows that are open. On clicking this icon, a PrognoCIS screensaver with an image of a Key appears. All menu options are locked. The User has to re-enter password to unlock screen. In this way the privacy / confidentiality of data is retained.

 Note:

v  User doesn't receive any prompts for incorrect password entry.

v  Once the screen is locked, all attempts to close the screen from the top right cross button of the window or from Close option or pressing Alt+F4 will fail.

v  It is possible to Logout (in the locked state) by clicking on the button: LOGOUT this action safely logs the user out of the application.

Logout : On clicking, User gets logged out from the system.

 Home Screen – Appointments Tab

In Appointments Tab, User can Sort (ascending/descending order) at individual columns level. If the column is Sorted, ↓ or ↑ arrow will be shown next to the label of column. These filters and sort settings will be saved at individual User level.  User can set Column Width on Home screen itself by moving the individual column sizing line. User can also change the position of the column by simply using drag and drop.

User can sort the columns either in Ascending or Descending order using ↓ or ↑ arrow. On clicking ↑ arrow, data will be sorted in Ascending order and on clicking ↓ arrow data will be sorted in Descending order. List of Columns which can be sorted are:
  • Visit Time
  • Patient
  • Provider
  • Visit Type
  • Visit ID
  • Visit Status
  • Visit Location
  • Gender
  • Employer Name

The Appointments Tab on EMR Home screen contains columns such as Visit Time, Visit Type, Provider, Location, Patient, etc. as mentioned above. Columns displayed over here can be managed as explained in Manage Columns section below.A new Three-dotted icon:  is added in Patient field which displays Patient’s Icon panel. When User hovers the mouse over three dotted icon, different options which conveys more information about that Patient is displayed. The three dotted icon will be displayed only if the value in property home.action.buttons.style is set to ‘R – Row Level’. If value of this property is set to ‘C - Classic’ then all icons are displayed in the Classic format (i.e. as they were displayed earlier).  

          

Figure: Classic View                             Figure:Row Level View

The options available are:

Ø  Mark Arrived  : Clicking this icon, Patient is marked Arrived explicitly by person at Reception (or any Clinic Staff). This can also be done from Appointment tab.

Note:  When the appointment associated with last preauthorization visit is marked as ‘Arrived' then an alert, “This is the last pre-auth visit for Pre-Auth number associated to this appointment” is displayed.

Ø  Workflow : Patient Workflow popup is invoked on clicking this icon. Change in Appointment status can be done from this popup.

Ø  Patient Details  : Clicking on the icon allows entering patient information details. Entering valid Patient details is a mandatory part of Patient Registration. Clicking this icon ‘Patient Information’ popup is invoked displaying Patient details which also allow User to update respective Patient’s details.

Ø  Insurance Details : Clicking this icon allows entering respective Patient’s Insurance Policy details. Entering Insurance details is an important part of patient registration. This information is needed to identify insurance policies that patient has subscribed to. In case of multiple policies, they are identified as Primary, Secondary, and Tertiary Insurance.

Note:  This icon is not highlighted with Red  when Patient has an ‘Active’ Insurance present for selected patient.

Ø  Patient Alert  : Clicking on this icon, User can add new Patient alerts and display them. Front office personnel generally use it while scheduling appointments. It can be viewed from Encounter and Billing screen as well. In Patient alert user can also define date range that is Effective From date and Upto Date details for alerts. Delete option allows the user to delete an alert.

Ø  Patient Notes icon  : User can click on this icon to write adhoc notes and add it to respective Patient's Medical Record. This screen populates current encounter Patient name by default. User can edit / select any other Patient if required. The notes are flagged as added by the logged in User. Notes can be deleted by Sender or All Docs as per properties. A Note can be deleted within specified number of days (in properties) only.

Ø  CoPay Details  : Clicking on the icon invokes the Copayment actually / collected made by the Patient from EMR side.

Ø  Progress Notes  : Click on this icon to create My Notes as Blank OR from selected Default Tab Progress Notes template OR from Other Template. Select one of the three options, and click OK. The selected option notes are created and displayed in My Notes tab.

Ø  Check Out Docs  : Click on this icon to view list of documents to be printed in respective Patient’s encounter.

Ø  Legal  : User can view all legal documents for the selected Patient from this icon. This icon is enabled after the Patient record is saved.
A patient needs to sign a number of documents that:
    • Authorize the doctor to physically examine his body
    • Indemnify the doctor against any advice or procedure
    • Authorize the practice to charge him personally in case the insurance company rejects claim.

A practice can have similar or more legal documents which have to be defined in the Group Master (System Groups). The Code indicates primary filename of the legal document. The extension is assumed to be "doc". The filename starts with 'W' if any witness is required for signing the document. 
 The purpose of this option is to list all documents signed by the patient. The signed documents are physically stored in the practice.

  Home Screen – Open Encounters Tab

EMR Home Page also lists All Open Encounters in Second Tab. User can now Sort (ascending/descending order) at individual columns level. If the column is Sorted, ↓ or ↑ arrow will be shown next to the label of the column as shown below. These filters and sort settings will be saved at individual User level.

The list of Open Encounters for the logged in Provider are shown chronologically. The Open Encounter Tab displays Date of Encounter, Patient Name, Reason for Visit, Attending Provider, Visit Type, Visit Status, and Comments.
Provider can click on the Patient name (hyperlink) to navigate to Patient Encounter screen.
Comments field is hyperlinked to take user to edit Appointment Status. User is expected to enter comments while the encounter has been kept open.

Note:  RR (Refill Request) Encounter does not have any Appointments, hence this field will be blank and there will be No hyperlink.

 Filters

Filter option is used to filter the search based on four parameters- Provider, Visit Type, Visit Status and Location. For Multi-Location Clinic, three parameters will be displayed - Provider, Visit Type and Visit Status. Checkbox is provided on each of the parameters to check the required details. By default, all the Checkboxes would be checked displaying all the result. If filter is applied then the icon will show a green dot highlight: Green dot will not get displayed when all the checkboxes are checked.

                                      Figure:Filters Popup

Once values are checked, then on clicking APPLY button respective details are populated according to the Filters applied on Home screen. RESET button resets the last saved changes.

Note: Selected ’Filters’ settings are saved at individual User level as well as respective tab level (i.e. User can select filters differently for Appointment and Open Encounters tabs).

 Manage Columns

Manage Columns is an additional filter which enables the user to select required columns. User can customize the columns and analyze details on the home screen. After clicking on the Manage Columns icon, a selection box will be displayed which has two columns- Available Columns and Selected Columns. Available Columns are the total available columns from where User can select columns to be displayed on Appointments/Open Encounters tab. Simply click on arrow button (à or ß) to move it either side. On clicking right arrow (à), respective column name is added to Selected Columns. After selecting the preferred columns, clicking APPLY button saves the changes made and the same is reflected in the Appointments/Open Encounters tab.  

Note: ’Manage Columns’ settings are saved at individual User level as well as respective tab level (i.e. User can select columns to display differently in Appointment and Open Encounters tabs).

User can set Column Width on Home screen itself by moving the individual column sizing line. Also, position of the column can be changed using drag and drop.

                                       Figure:Manage Columns Popup

After Selecting the required Columns, click on the APPLY button and all the selected columns will be displayed. RESET button will reset the last saved changes. The columns which are selected will be disabled under the Available Columns menu. Here default means when the user clicks on Manage Columns, the user will be able to see the mentioned default columns selected. The user can drag and drop the order of the selected columns using the six dotted drag icon.

Calendar is invoked by clicking on the Date field to select date. There is ‘T’ icon next to the Date field which denotes ‘Today’. Clicking on ‘T’ icon will select system’s date.

 Pagination

The Pagination style has been improvised and now User is able to navigate to any required page by simply entering respective page number in small text-box as shown below.

https://lh5.googleusercontent.com/YeBy9MxtL1E-jd7_TAkGVFCZjhsx9CQ4poLn69DiIoYG6UcxiQpmjCDJJVj3t_i-0vBbJF3Gf_yOpcrQIX3nEwwGs00AWVok9xGNZ1merBBv_mlmgwzBywkGtbnJ5C66UdVPyjfh

                                                                                                            Figure 7:New Pagination Style

Also, now First (|<) and Last (>|) page buttons have been added in the Pagination itself enabling User to navigate to the respective pages on a single click.

 Dashboard

Dashboard in PrognoCIS offers an easiest way to keep track of Practice's performance. New Dashboard icon:  is now placed next to Home screen’s Help icon: and invokes a popup which displays individual cells presenting a Graph/Gauge/Tabular Report/Billing Report showing Key Metrics in reference Practice's day to day Operations.

                                      Figure :Dashboard Popup