NextGen 5.8 Upgrade. Clinical Reconciliation

Transcription

1 NextGen 5.8 Upgrade Clinical Reconciliation Prepared by Melissa Quinn Kootenai Health Information Technology February, 2014

2 Table of Contents Clinical Reconciliation... 2 Accessing the Reconciliation Module... 2 Reconciling Clinial Data... 4 Process Items in Import Section... 5 Process Items in EHR Section... 7 Match/Unmatch, Cont View Reconciliation History... 10

3 Clinical Reconciliation Accessing the Reconciliation Module The Clinical Reconciliation module allows you to review a patient's existing clinical data and data from CCD, CCDA, PCC documents or a patient medication history file from an eprescribing vendor (SureScripts). Access the Clinical Reconciliation Module by opening a patient, clicking View>Clinical Reconciliation. You can also click on the Reconcile button on the Medication Module Toolbar. Page 2

4 The Clinical Reconciliation Module will display. You can select documents to view by clicking on the View tab. The following icons describe the type of documents available. Page 3

5 Reconciling Clinical Data The Medications, Medication Allergies, and Problems tabs display three sections: EHR, Import, and Reconciliation Summary. The Diagnosis and Procedures tabs display just the Import section. The Import section displays information from the selected document that corresponds to the tab selected. The EHR section displays information stored in the patient s chart that corresponds to the tab selected. The Reconciliation Summary displays a list of items from both the Import and EHR sections and indicates the selected actions to be performed. Page 4

6 Process Items in Import Section Select the type of clinical data and the item you want to reconcile. Click the Action column and select None, Ignore, Add, or Replace. If you select to Replace, the Data to Match box opens. Select the item in the Existing EHR Data section you want to replace and click OK. Your changes will display in the Reconciliation Summary section. Page 5

7 You can add comments to the Import section by selecting an item in that section. Click in the User Notes column to display a data entry window. Enter your comments in the text box provided and click OK. An icon now displays in the User Notes column. You can view the comments added by selecting the Reconciliation History tab and expanding the row that corresponds to the date the comments were entered. Page 6

8 Process Items in EHR Section Select the item you wish to reconcile in the EHR section and choose from the drop down in the Action column (Keep, stop, resolve or delete). Match/Unmatch clinical items as needed. Do this by right clicking on the item in the import section. Page 7

9 Match/Unmatch, Cont. When you choose to match an item, the Select Existing pop up opens and displays two sections: Data to Match and Existing EHR Data. Select the item you want to match in the Existing EHR Data. Click OK. The Clinical Reconciliation then matches the data. Once items have been processed in the Import section, EHR section, and clinical items have been matched/unmatched as needed, you can confirm the changes by clicking Confirm. Page 8

10 A message displays that the changes were saved successfully. If there is missing or incorrect data, a search dialog box will open and a list of potential matches will display. You can also perform a manual search by clicking Clear and typing in the search bar. Select an item in the grid and click OK. Review the changes in the corresponding NextGen EHR clinical module and make any necessary changes. Page 9

11 View Reconciliation History To view Reconciliation History, select a document and click on the Reconciliation History tab. You can expand a section by clicking on the plus sign icon performed to view details about the action Page 10