Intergy EHR. Version New System Features

Transcription

1 Intergy EHR Version 9.10 New System Features

2 General Redesigned Interface Redesigned Interface Intergy EHR has been enhanced with a completely updated, redesigned graphical interface. A fresh, new color palette and new fonts have been used to modernize the design and improve readability. In addition, tabs in areas such as Chart have been streamlined, and buttons in the Navigation Bar have a brand new look. You have reached the end of the Redesigned Interface topic. Greenway Intergy EHR 9.10 New System Features 3

3 Chart Viewing Notes and Printing PDFs of Cardiology Results Chart This section describes the changes and enhancements made to Chart in version 9.10 of Intergy EHR. Accessing the Patient Chart Setup Window Configuring Chart Navigation Buttons Configuring Chart Summary Sections Configuring Encounter Detail Sections Patient Summary Enhancements Showing/Hiding the Patient Picture Greenway Intergy EHR 9.10 New System Features 7

4 Chart Accessing the Patient Chart Setup Window Workflow: Accessing the Patient Chart Setup Window 1. Access the Patient Chart Setup window by clicking the gear icon at the upper right of the patient s chart. Alternately, you can access the Patient Chart Setup window from the Intergy EHR menu by selecting Setup, and then selecting Patient Chart. The Patient Chart Setup window opens. Greenway Intergy EHR 9.10 New System Features 9

5 Chart Accessing the Patient Chart Setup Window 2. From the Settings For drop-down list, select the chart layout you want to change. Based on security settings, you may be able to modify only your personal chart layout. However, you might have access to modify the Practice Default Chart layout. Note: If you modify the Practice Default Chart layout, the changes you make will apply to everyone who uses the default layout. For more information about assigning security permissions for modifying the Practice Default chart layout, refer to the topic Setting the Security Permissions for Patient Chart Layout in the Intergy EHR online help or the Intergy EHR Setup Guide. You have reached the end of the Accessing the Patient Chart Setup Window topic. 10 Greenway Intergy EHR 9.10 New System Features

6 Chart Configuring Chart Navigation Buttons Configuring Chart Navigation Buttons You can configure which navigation buttons display in the Nav Bar on the left side of the patient s chart in Intergy EHR. You can also reorganize the buttons to display in the order you want. For example, you could move the Immunizations button higher up on the list, or move the Docs button farther down. With this enhancement you now can configure the Web Applications button, which previously was not movable. In addition, the Medications and Administered Meds buttons have been separated, and now can be configured independently. Similarly, the Recalls, Charge History, Diagnosis History, and Appointments buttons have been separated, and now can be moved and configured independently. Note: With these enhancements, the only button that cannot be moved or configured is the Info button, which always remains at the top of the Nav Bar. For more information about using the Nav Bar, see the Chart Overview topic in the Intergy EHR online help or the Intergy EHR User s Guide. The workflow below describes how to configure Chart navigation buttons. Greenway Intergy EHR 9.10 New System Features 11

7 Chart Configuring Chart Navigation Buttons Workflow: Configuring Chart Navigation Buttons 1. On the Patient Chart Setup window, select the Chart Navigation tab. The Chart Navigation tab displays. The chart summary sections are listed in the current order that they display in the Nav Bar of your Intergy EHR system. 2. Do the following to configure the buttons of the Nav Bar: If You want a button to display in the Nav Bar You want to remove a button from the Nav Bar Then Check the box beside the button. The button will display in the Nav Bar. If the Nav Bar contains more buttons than can be displayed, the additional buttons can be accessed through the More option on the Nav Bar. Clear the box beside the button. The button will not display in the Nav Bar. 12 Greenway Intergy EHR 9.10 New System Features

8 Chart Configuring Chart Navigation Buttons If You want to move a button to a different position in the Nav Bar Then Drag and drop the button in the list to the location where you want it to display. For example, if you wanted to move the Vitals button to the second position in the Nav Bar, drag and drop it there from its current location in the list. 3. When you are done configuring chart navigation options, click the Save button to save your changes. All the changes you have made on each of the tabs on the Patient Chart Setup window are saved. Note: Changes you make on the Patient Chart Setup window will not show up in the Chart display until you click the Save button. TIP If you want to configure other Patient Chart Setup window tabs before saving your work, you can do so. However, be sure to click Save when you are done, so that your changes are saved. You have reached the end of the Configuring Chart Navigation Buttons section. Greenway Intergy EHR 9.10 New System Features 13

9 Chart Configuring Chart Summary Sections Configuring Chart Summary Sections The Patient Summary tab of the Patient Chart Setup window allows you to control what is displayed on the summary page of the patient s chart, including the information displayed on the Today panel. The workflow below describes how to configure Chart Summary sections. Workflow: Configuring Chart Summary Sections 1. On the Patient Chart Setup window, select the Patient Summary tab. The Patient Summary tab displays. 14 Greenway Intergy EHR 9.10 New System Features

10 Chart Configuring Chart Summary Sections 2. Do the following to configure the Chart summary and Today panel: If You want a section to display in the Chart summary You want to remove a section from the Chart summary You want to move a section to a different position in the Chart summary Then Check the box beside the section. The section will display in the Chart summary. Clear the box beside the section. The section will not display in Chart summary. For example, if you do not want Recent Images to display in the Chart summary, or you do not want Tasks to display in the Today panel, clear those boxes. Drag and drop the section in the list to the location where you want it to display. For example, if you wanted to move the Recent Cardio Results section to the third position in the summary, drag and drop it there from its current location in the list. 3. When you are done configuring the Chart summary and Today panel, click the Save button to save your changes. All the changes you have made on each of the tabs on the Patient Chart Setup window are saved. Note: Changes you make on the Patient Chart Setup window will not show up in the Chart display until you click the Save button. TIP If you want to configure other Patient Chart Setup window tabs before saving your work, you can do so. However, be sure to click Save when you are done, so that your changes are saved. You have reached the end of the Configuring Chart Summary Sections section. Greenway Intergy EHR 9.10 New System Features 15

11 Chart Configuring Encounter Detail Sections Configuring Encounter Detail Sections The Encounter tab of the Patient Chart Setup window allows you to control what information displays in the Encounter Detail in Chart. For example, if your practice is a cardiology clinic that does not perform immunizations, you could choose not to display information about immunizations. You can also specify whether each section displayed in the Encounter Detail should be displayed in its normal width or in Wideview. Note: You display Encounter Detail by selecting the Pt Enc button in the Nav Bar, then selecting an encounter from the list of encounters that displays. The workflow below describes how to configure Encounter Details sections. 16 Greenway Intergy EHR 9.10 New System Features

12 Chart Configuring Encounter Detail Sections Workflow: Configuring Encounter Detail Sections 1. On the Patient Chart Setup window, select the Encounter Detail tab. The Encounter Detail tab displays. 2. Do the following to configure the sections of Encounter Detail: If You want a section to display in Encounter Detail You want to remove a section from Encounter Detail Then Check the box in the Show column beside the section. The section will display in Encounter Detail. Clear the box in the Show column beside the section. The section will not display in Encounter Detail. For example, if you do not want immunization details to display in Encounter Detail, clear that box. Greenway Intergy EHR 9.10 New System Features 17

13 Chart Configuring Encounter Detail Sections If You want a section to display in Wideview You want a section to display in normal width You want to move a section to a different position in Encounter Detail Then Check the box in the Wide column beside the section. This provides more space on the page to display the information. For example, if you want medications to display in Wideview, check the box in the Wide column beside it. The other sections will remain their regular size, while the Medications section will span the width of the Encounter Detail. Clear the Wide check box for that section. Drag and drop the section in the list to the location where you want it to display. For example, if you wanted to move the Recent Cardio Results section to the third position in the detail, drag and drop it there from its current location in the list. 3. When you are done configuring Encounter Detail sections, click the Save button to save your changes. All the changes you have made on each of the tabs on the Patient Chart Setup window are saved. Note: Changes you make on the Patient Chart Setup window will not show up in the Chart display until you click the Save button. TIP If you want to configure other Patient Chart Setup window tabs before saving your work, you can do so. However, be sure to click Save when you are done, so that your changes are saved. You have reached the end of the Configuring Encounter Detail Sections section. 18 Greenway Intergy EHR 9.10 New System Features

14 Chart Patient Summary Enhancements Patient Summary Enhancements The following enhancements have been made to the Patient Summary in Chart: The patient banner now displays the patient s primary insurance. The new Care Team section is available on the Patient Summary. The Recent Labs, Cardio Results, and Images sections in Patient Summary now show the last five entries for each. This lets you view the most recent results for those sections, even if they occurred before the patient s last visit. You have reached the end of the Patient Summary Enhancements section. Greenway Intergy EHR 9.10 New System Features 19

15 Chart Showing/Hiding the Patient Picture Showing/Hiding the Patient Picture As in previous versions of Intergy EHR, you can set up Intergy EHR parameters so that you can view an available photo for the patient, birth date, and Social Security number in the Patient Banner section of the Patient Summary. For patients without a photo on file, the generic photo icon displays as blue for male patients, magenta for female patients, and indigo for those patients whose gender has not been recorded. In version 9.10 of Intergy EHR, a collapse icon has been added to the bottom right of the Patient Banner when the patient s picture is visible. Clicking the collapse icon hides the patient s picture, name, and date of birth. If the Patient Banner is minimized, then the expand icon displays instead. Clicking the expand icon displays the patient s picture, name, and date of birth. 20 Greenway Intergy EHR 9.10 New System Features

16 Chart Showing/Hiding the Patient Picture When the patient s picture is displayed, you can click the expand icon on the picture to see a larger version of the picture. You have reached the end of the Showing/Hiding the Patient Picture section. Greenway Intergy EHR 9.10 New System Features 21

17 Orders/Charges Reopening a Pregnancy Orders/Charges The following changes have been made to Orders/Charges in Intergy EHR: Authorization Number in Orders Group Details Changes to Diagnoses and Orders Greenway Intergy EHR 9.10 New System Features 47

18 Orders/Charges Authorization Number in Orders Group Details Authorization Number in Orders Group Details The Orders Group Details dialog box now contains the new Authorization # field, which specifies the identifying number associated with the order. The authorization number might be provided by the patient s insurance or a referring provider. This new field allows you to include the authorization number on the order. Then, when the order is sent via HL7 to another practice or facility, the number will be on the order that is received. Once it is on the order, it is included on other items, such as the appointment that is created. For more information about the authorization number and HL7 orders and results, see Sending Outbound Orders (from Intergy EHR) on page 33. You have reached the end of the Authorization Number in Orders Group Details section. 48 Greenway Intergy EHR 9.10 New System Features

19 Orders/Charges Changes to Diagnoses and Orders Changes to Diagnoses and Orders Intergy and Intergy EHR now support encounter-level diagnoses for billing. This allows providers to select as many diagnoses as needed to associate with an encounter on a claim; however, only four (4) diagnoses can be associated with a charge. Beyond the four chargeassociated diagnoses, the remaining diagnoses will display on the claim as additional encounter diagnoses. The additional diagnoses will be limited to a number specified by the insurance payer. Along with this enhancement, the Selected Diagnoses and Orders panel of Orders/Charges has been renamed the Orders/Charges Cart. As in previous versions of Intergy EHR, when a diagnosis or order is selected, it displays in the bottom panel of the Orders/Charges window in the Orders/Charges Cart list. The diagnoses are listed first, and then each order displays under the primary diagnosis with which it is associated. You can add diagnoses for an encounter in the Orders/Charges Cart. Diagnoses can be added from the encounter note or from Orders/Charges. The diagnoses are displayed in numerical order. You can reorder the diagnoses in the orders tree by dragging and dropping the diagnoses. The maximum allowed diagnoses is the maximum number supported by the patient's primary insurance, which is displayed in the Orders/Charges Cart header. If the Orders/ Charges Cart list contains more diagnoses than the number supported by the insurance, a warning will be displayed when you attempt to save. Diagnoses added to the cart will be Greenway Intergy EHR 9.10 New System Features 49

20 Orders/Charges Changes to Diagnoses and Orders added to the encounter, and diagnoses removed from the cart will be removed from the encounter. The icon that displays in front of the order indicates its type: prescription renewal, new prescription, lab request, task, order, or charge. Icons also display for follow-up information and facility information. Any diagnoses selected for the patient in Encounter Note display automatically in the Orders/Charges Cart list. The text From Note displays in parentheses after these diagnoses to distinguish them from diagnoses selected in Orders/Charges. Diagnosis Tree Modifications The following modifications have been made to the diagnosis tree in the Orders/Charges Cart: The No Diagnosis node now is always the first in the tree. You can no longer drag and drop it to other locations Unresolved diagnosis nodes (such as for multiple ICD-10 codes) are listed after the No Diagnosis node, if it exists. If the No Diagnosis node is not present, then unresolved diagnosis nodes are listed first. Note: You can no longer drag and drop an unresolved diagnosis node to another location in the list. However, after a diagnosis is resolved it is numbered and can be moved. Re-ordering the nodes in the Orders/Charges Cart affects their order in the encounter diagnoses, and will affect their position on the claim when billing. Additional diagnoses added in labs, charges, and so forth, are added to the tree in the Orders/Charges Cart. However, they are only saved if you click Save in the cart. Note that this is only applicable to labs ordered via the Lab Ordering window. TIP For more information about how the new functionality of Orders/Charges works when posting charges, refer to the Intergy 9.10 New System Features document. You have reached the end of the Changes to Diagnoses and Orders topic. 50 Greenway Intergy EHR 9.10 New System Features

21 Practice and System Setup User Password Enhancements User Password Enhancements The following Intergy user password enhancements have now been implemented for the Intergy and Intergy EHR systems: Security Questions for Changing a Password at Logon Setting Up Your Security Questions Option to Change Password at Logon These enhancements are described in the following sections. Security Questions for Changing a Password at Logon Security questions are now included for answering when you change your password at logon. This provides greater security for your Intergy system by requiring additional authentication of users. Previously, security questions were not used with Intergy passwords. Now, a user is required to set up security questions for changing passwords at logon. When attempting to change his or her password at logon, a user is required to answer the security questions. Additionally, when a user is forced to change a password, the user will be required to reset his or her security questions. Setting Up Your Security Questions To set up your user security questions and answers, the new Select Security Questions dialog box has been added for selecting your user password security questions and entering your answers. The Select Security Questions dialog box displays on the first logon after upgrade for users to set up their security questions. 54 Greenway Intergy EHR 9.10 New System Features

22 Practice and System Setup User Password Enhancements You can select three security questions and enter your answers or you can skip the security questions for this logon. To Select security questions and enter answers Skip security questions for this logon Do this 1. For 1. Question, 2. Question, and 3. Question, select a security question, and then enter your answer in the field below the question. Answers are not case sensitive. 2. Click the Save button. Click the Skip for now button. You will be prompted to select questions and enter the answers the next time you log on. Option to Change Password at Logon You now have the option to change your password from an Intergy system (Intergy and Intergy EHR) logon window, if the user permission to change your password had been set by the system administrator. This allows you to reset your password and log on if you are locked out or have forgotten your password. Additionally, this provides you with the ability to change your password at logon. Previously, passwords could be changed only after logon from within the Intergy system, if the user permission to change your password had been set by the system administrator. If you had forgotten your password, there was not a method available for you to reset your own password and log on, which was done by support personnel. Now, you have the ability to reset or change your password at logon, if the user permission to change your password has been set by the system administrator. The new Forgot Password? link has been added to all LogOn windows for the Intergy and Intergy EHR systems. Greenway Intergy EHR 9.10 New System Features 55

23 Practice and System Setup User Password Enhancements Additionally, the new Security Questions dialog box has been added. The Security Questions dialog box displays when you click the new Forgot Password? link on an Intergy system (Intergy and Intergy EHR) LogOn window. This allows you to answer your password security questions in order to change the password. Workflow: Changing the Current User Account Password at Logon If your user account has security permission to change your password, you can now do so from an Intergy system (Intergy and Intergy EHR) logon window. This permission is configured from the Users and Security window in either Practice Administration or System Administration. 1. In the Intergy system logon window, enter your user name. 2. Click the Forgot Password? link. The Security Questions dialog box displays. Note: If your current user account has not been set to allow you to change the password, you will be prompted to contact your system administrator. 3. In the Security Questions dialog box, enter an answer to the three security questions and click OK. If the three questions are all answered correctly, the Change Password dialog box displays. 4. Enter the current password. 5. Enter the new password. 6. Enter the new password again in the Confirm new password field. This verifies the new password is entered correctly. 7. Click the OK button. You are logged in to the Intergy system. The new password will be in effect on the next logon to your account. You have reached the end of the User Password Enhancements topic. 56 Greenway Intergy EHR 9.10 New System Features

24 Prescriptions User Password Enhancements Prescriptions The following changes have been made to prescriptions in Intergy EHR: Pharmacy Notes Rx Details Dialog Box Modifications Secondary Pharmacy for Patients Viewing Transmission Notes for a Medication Greenway Intergy EHR 9.10 New System Features 57

25 Prescriptions Pharmacy Notes Pharmacy Notes The Pharm. Notes field has been added to the Rx Details dialog box. This field lets you provide additional notes for the pharmacist that are separate from the patient instructions. Quick text notes for the Pharm. Notes field can be defined in the Intergy desktop in Quick Text Maintenance for the quick text type 'RXPHARMACYNOTES'. In addition, the new Report Builder field RTMemo[2] has been added to enable you to modify your Rx Forms to use the new Pharm. Notes field. Note: Pharmacy notes are sent electronically without any setup being necessary. However, if you want notes to show in printed Rx, please log a Support case through the Greenway Customer Community. You have reached the end of the Pharmacy Notes topic. 58 Greenway Intergy EHR 9.10 New System Features

26 Prescriptions Rx Details Dialog Box Modifications Rx Details Dialog Box Modifications This section describes the modifications that have been made to fields on the Rx Details dialog box. Several fields have been moved or renamed, and the Sig. field now has enhanced functionality. First, to make room for the new Pharm. Notes field, the DAW (Dispense As Written) field has been moved up, so that it is now below the Units field. In addition, the following fields have been renamed: Old field name Prescribe as Needed Directions New field name PRN Pat. Instruct. The locations of these fields are shown in the following example: Greenway Intergy EHR 9.10 New System Features 59

27 Prescriptions Rx Details Dialog Box Modifications In addition, the Sig field now features enhanced functionality. When you make a selection in the Sig field, the Intergy EHR system now displays those instructions in the Pat. Instruct. field. You can leave those instructions as they appear, or you can edit them. Note: Only the text in the Pat. Instruct. field is sent to the patient. This ensures that the patient receives only one set of instructions, rather than possibly receiving conflicting instructions from two different sources (fields) in the Intergy EHR system. You have reached the end of the Rx Details Dialog Box Modifications topic. 60 Greenway Intergy EHR 9.10 New System Features

28 Prescriptions Secondary Pharmacy for Patients Secondary Pharmacy for Patients In Intergy and Intergy EHR, patients now can have both a primary pharmacy and a secondary pharmacy. (Previously, only a single pharmacy could be entered for each patient.) Being able to enter both a primary and a secondary pharmacy is very useful when a patient has both a local pharmacy and a mail-order pharmacy that are used in different situations, such as a mail-order pharmacy for chronic conditions and a local pharmacy for acute conditions. In addition, some patients might use more than one pharmacy based on where they can get the best price on prescriptions. Other patients might use one pharmacy most of the year, but use another pharmacy seasonally, such as if they spend the winter or summer in a different area. The primary location for entering a patient s pharmacy information is your Intergy system. However, you can also add, edit, or delete a patient s pharmacy in the practice information section of the Patient Info List in your Intergy EHR system. For more information about adding, changing, or removing a patient s pharmacy in your Intergy system, refer to the Intergy 9.10 New System Features and online help. For more information about adding, changing, or removing a patient s pharmacy in your Intergy EHR system, refer to the workflows below: Adding a Pharmacy for a Patient on page 62 Changing the Patient s Default Pharmacy on page 64 Removing the Patient s Default Pharmacy on page 65 Greenway Intergy EHR 9.10 New System Features 61

29 Prescriptions Secondary Pharmacy for Patients Workflow: Adding a Pharmacy for a Patient 1. To add a pharmacy for the patient, click the header of the Pharmacy section of the Patient Info List to display the pop-up menu. 2. Do one of the following: If The patient already has a default primary pharmacy Then From the pop-up menu, select Set Secondary Pharmacy. 62 Greenway Intergy EHR 9.10 New System Features

30 Prescriptions Secondary Pharmacy for Patients If The patient does not have a default pharmacy Then From the pop-up menu, select Set Default Pharmacy. The Set Default Pharmacy dialog box displays. 3. From the drop-down list in the Pharmacy field, select the patient s default pharmacy and click the OK button. The pharmacy you select displays in the patient s information. The process is complete. Greenway Intergy EHR 9.10 New System Features 63

31 Prescriptions Secondary Pharmacy for Patients Workflow: Changing the Patient s Default Pharmacy 1. In the Patient Info List, right-click on the pharmacy that is listed and select Change from the pop-up menu that displays. The Set Default Pharmacy dialog box displays. 2. From the drop-down list in the Pharmacy field, select the patient s default pharmacy and click the OK button. The pharmacy you select displays in the patient s information. The process is complete. 64 Greenway Intergy EHR 9.10 New System Features

32 Prescriptions Secondary Pharmacy for Patients Workflow: Removing the Patient s Default Pharmacy In the Patient Info List, right-click on the pharmacy and select Remove from the pop-up menu that displays. The pharmacy is removed from the patient s information. If a secondary pharmacy exists for the patient, then that secondary pharmacy becomes the new primary pharmacy and is displayed in the patient s information. If the patient does not have a secondary pharmacy, then the message No Default Pharmacy displays in the patient s information. The process is complete. You have reached the end of the Secondary Pharmacy for Patients topic. Greenway Intergy EHR 9.10 New System Features 65

33 Prescriptions Viewing Transmission Notes for a Medication Viewing Transmission Notes for a Medication When viewing a patient s medications on the Meds tab, you now can view transmission notes for prescriptions that were transmitted electronically. For example, you can view the times that transmission messages were sent and received, or see if any errors occurred during transmission. If you need additional information about a note, you can click the link in the Note column to display technical information about the transmission message. This information can be helpful when troubleshooting any problems that might have occurred during the electronic transmission of the prescription. Following is an example of the Meds tab for a patient, showing the Transmission Notes link in the Pharmacy section: 66 Greenway Intergy EHR 9.10 New System Features

34 Prescriptions Viewing Transmission Notes for a Medication When you click the Transmission Notes link, the Transmission Notes for Prescription dialog box displays. The Note column describes each action that occurred during electronic transmission of the prescription, such as transmission messages being queued, sent, and received. To view more information about a note, click on the blue link in the Note column. The Activity Notes message box displays more technical information about the transmission message, such as error codes when applicable. The additional information can be helpful when troubleshooting problems that might have occurred during electronic transmission of the prescription. When you have finished viewing the Activity Notes, click the Close button. You have reached the end of the Viewing Transmission Notes for a Medication topic. Greenway Intergy EHR 9.10 New System Features 67

35 Vitals Viewing Transmission Notes for a Medication Vitals The following change has been made to Vitals in Intergy EHR: WHO Growth Charts Vitals Percentiles 68 Greenway Intergy EHR 9.10 New System Features

36 Vitals WHO Growth Charts WHO Growth Charts You can now view World Health Organization (WHO) growth charts for infants and children from birth to 2 years of age (0-24 months). This allows you to use WHO growth standards for infants and children from birth to 2 years of age (0-24 months) as recommended by the Centers for Disease Control and Prevention (CDC). Previously, only CDC growth charts were available for infants and children from birth to 2 years of age (0-24 months). Now, both CDC and WHO growth charts are available. The new WHO growth charts have been added to the Growth Charts window. If the current patient is from birth to 2 years of age (0-24 months), the WHO growth charts are displayed by default. Additionally, WHO and CDC radio buttons have been added in the lower portion of the window below the growth chart. This allows to you to select whether to display WHO or CDC growth charts for a patient who is from birth to 2 years of age (0-24 months). If the Greenway Intergy EHR 9.10 New System Features 69

37 Vitals WHO Growth Charts current patient is from birth to 2 years of age (0-24 months), the WHO radio button is selected by default. 70 Greenway Intergy EHR 9.10 New System Features

38 Vitals WHO Growth Charts You can show the CDC growth charts for a patient who is from birth to 2 years of age (0-24 months) by selecting the CDC radio button. You have reached the end of the WHO Growth Charts topic. Greenway Intergy EHR 9.10 New System Features 71

39 Vitals Vitals Percentiles Vitals Percentiles You can now view percentile values for the height, weight, and head circumference vitals measurements for pediatric patients in the Today s Vitals section of the Patient Summary. Previously, only the measurements for weight, pulse rate, and blood pressure were displayed. Now, in addition to the measurements for weight, pulse rate, and blood pressure, the percentiles for the weight, height, and head circumference measurements of pediatric patients are displayed. Additionally, when you hover the pointer over the percentile section, the section changes to a View Growth Chart button. This allows you to open the growth chart for the patient by clicking the button. The new percentiles section has been added to the Today s Vitals section of the Patient Summary. The height and head circumference percentiles are only displayed for patients up to 3 years of age. For patients under the age of 2 years, the WHO growth charts are used to calculate the percentiles. For patients over the age of 2 years, the CDC growth charts are used. Note that the head circumference measurement applies for only patients 2 years old or younger. When more than one set of vitals measurements is entered for today s date, only the values for the most recent measurements and percentiles will be displayed. The percentiles panel only displays for pediatric patients (under the age of 18 years). If a vitals measurement of height, weight, or head circumference is missing, a short line will be displayed under the heading to indicate that there is no measurement value for the percentile. You have reached the end of the Vitals Percentiles topic. 72 Greenway Intergy EHR 9.10 New System Features

40 Patient Information Rx Audit Report Updates Patient Information This section describes the new features and enhancements for Patient Information in the Intergy and Intergy EHR systems. Medication History Consent Rx History Details Person and Patient Preferred Name Social Security Number Masking in Patient Search Enforce Required Registration Fields in Patient Information Greenway Intergy and IEHR 9.20 New System Features 51 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

41 Patient Information Medication History Consent Medication History Consent You can now enter and view the medication (Rx) history status of a patient s consent concerning the practice s use of protected health information (PHI) for treatment, payment, or operations (TPO). This provides additional patient consent options and information for medication history. Previously, only one patient consent status was available to be assigned and viewed for a patient. Now, in addition to the main consent status, a medication history consent status is also available. The new Rx Hx Consent field has been added to the Intergy Patient Registration Patient Demographics page. This allows you to enter the medication history consent status when registering a new patient. On upgrade, the default value is based on the patient s main consent status. If the patient s main consent status is No, the Rx History consent status will be defaulted to No. If the patient s main consent status is any other value than No, the Rx history consent status will be defaulted to Yes. 52 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

42 Patient Information Medication History Consent If you set the new Default Rx History Consent parameter in Intergy System Administration in System Configuration and Intergy Practice Administration in Practice Configuration, the default value will then be based on the parameter setting. The new Rx Hx Consent field is displayed in Patient Information (Privacy Page, Consent tab). This allows you to view a patient s medication history consent status. Greenway Intergy and IEHR 9.20 New System Features 53 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

43 Patient Information Medication History Consent When you update a patient s consent in the Update Consent dialog box, the Rx history consent status is now included. Additionally, when you view consent information in the Consent Details/History viewer, the Rx history consent status is now included. 54 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

44 Patient Information Medication History Consent In the Intergy EHR system, you can view the Rx history consent status on the patient Demographics page of Patient Information. To show the Patient Demographics page from Patient Information, click the More button. Greenway Intergy and IEHR 9.20 New System Features 55 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

45 Patient Information Medication History Consent The Patient Demographics page displays instead of the Patient Summary. You have reached the end of the Medication History Consent topic. 56 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

46 Patient Information Rx History Details Rx History Details You can now show additional Pharmacy Benefit Manager (PBM) prescription (Rx) history information for a patient. This allows you to view additional prescription information that is not displayed in the PBM Rx History window. For example, the prescription number is not displayed in the PBM Rx History section, but you can view the prescription number for a medication by showing the history details. The new View Details link has been added to the PBM Rx History window in the Intergy EHR system. Greenway Intergy and IEHR 9.20 New System Features 57 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

47 Patient Information Rx History Details Clicking the View Details link opens the new Rx History Details window. You have reached the end of the Rx History Details topic. 58 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

48 Patient Information Person and Patient Preferred Name Person and Patient Preferred Name You can now enter, edit, and view a preferred name for a person or patient. This allows you to identify the preferred name for a person or patient and address the person or patient by the preferred name. Previously, a preferred name for a person or patient was not available. Now, a preferred name can be added for a person or patient and viewed so that staff can use the preferred name when addressing the person or patient. The following enhancements have been made for the person and patient preferred name: The new Preferred field has been added in Patient Registration (Patient Demographics page). This field is used to enter the preferred name given by the person being registered as a patient that the person would like used when being called or addressed. The field is available when registering or quick registering a patient. Greenway Intergy and IEHR 9.20 New System Features 59 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

49 Patient Information Person and Patient Preferred Name The new Preferred field has been added in Person Maintenance. This field is used to enter the preferred name given by the person that the person would like used when being called or addressed. The new Require/Close Preferred Name for Patient Registration parameter has been added in System Configuration in Intergy System Administration and Practice Configuration in Intergy Practice Administration. The parameter specifies whether the Preferred field is available for editing, is required, or closed on the Patient Registration window. The new Require/Close Preferred Name for Quick Registration parameter has been added in System Configuration in Intergy System Administration and Practice Configuration in Intergy Practice Administration. The parameter specifies whether the 60 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

50 Patient Information Person and Patient Preferred Name Preferred field is available for editing, is required, or closed when Quick Registering a patient on the Patient Registration window. The new preferred name now displays in the Patient Check In list on the Patient Check In window, when a preferred name has been entered for a patient. The preferred name is displayed in parentheses to indicate that it is the preferred name of the patient. The new preferred name now displays in the Patient Check In list on the Patient Flow Tracking window, when a preferred name has been entered for a patient. The preferred name is displayed in parentheses to indicate that it is the preferred name of the patient. Greenway Intergy and IEHR 9.20 New System Features 61 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

51 Patient Information Person and Patient Preferred Name The new preferred name now displays in Patient Information (Personal page, Summary tab), when a preferred name has been entered for a patient. The preferred name is displayed in parentheses to indicate that it is the preferred name of the patient. The new preferred name now displays in the Patient Header, which is located at the top of the Chart Summary List in the Intergy EHR system. The preferred name is displayed in parentheses to indicate that it is the preferred name of the patient. You have reached the end of the Person and Patient Preferred Name topic. 62 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

52 Patient Information Social Security Number Masking in Patient Search Social Security Number Masking in Patient Search You can now specify the type of display of patient Social Security Number (SSN) in patient search dialog boxes in the Intergy and Intergy EHR systems. This provides you with options for protecting the security and privacy of your patients SSNs by controlling the information that may be displayed on-screen. Previously, there were no options for setting the display of patient SSN. Now, you can select the SSN information that will be shown or masked in patient search dialog boxes, such as the Select Patient for Patient Information dialog box in the Intergy system and the Select Patient dialog box in the Intergy EHR system. The new Display SSN in Patient Search parameter has been added to Practice Configuration in Practice Administration and System Configuration in System Administration. This allows you to specify the type of display of patient Social Security Number (SSN) in patient search dialog boxes in the Intergy and Intergy EHR systems. You can select one of the following options: SHOWALL Display the entire SSN. For example, a patient SSN will be shown as SHOWNONE Mask the entire SSN. For example, a patient SSN will be shown as xxx-xxxxxx. LASTFOUR Display the last 4 digits of SSN. For example, a patient SSN will be shown as xxx-xx The parameter is shipped with a default value of 'LASTFOUR'. Greenway Intergy and IEHR 9.20 New System Features 63 DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE

53 Patient Information Social Security Number Masking in Patient Search The following example shows the display of the patient SSN in the Select Patient for Patient Information dialog box in the Intergy system when the parameter value is set to LASTFOUR. The following example shows the display of the Select Patient dialog box in the Intergy EHR system when the parameter value is set to LASTFOUR. You have reached the end of the Social Security Number Masking in Patient Search topic. 64 Greenway Intergy and IEHR 9.20 New System Features DRAFT SUBJECT TO REVISION PRIOR TO GENERAL RELEASE