EHR Version 7.1 New Features New Colors The color scheme has changed. There is now a combination of Green and Blue throughout the product. Login Page You can now enter your signoff password in the second password box on the login page. A correct signoff password entered here will be saved for the entire session. You will not be prompted for a signoff password once logged in. Home Page The Home Page now has collapsing filter side bar dropdowns for a cleaner appearance. Click on any of the sidebar items to display the full list of options.
Messages The To column now shows the user's full name instead of the EHR user name. Schedule The Rooms + List View now shows the schedule and the rooms side by side Review Items
A checkbox on the left side of the Review screen allows the user to Include On Hold items. The number of items on hold displays in parentheses next to the provider s name and the number of total review items. There is also a filter on the left hand side of the screen to view items by Team. Rx Refill Requests The Rx Refill Request screen is now accessed from the Review Tab. Split Mode For users using split mode the default will now be Schedule and TaskCenter after upgrade. Users can still use the 3 pane split mode by changing User Preference
Chart Item Icons Icons from left to right: New Patient Note New Prescription New Order New Result New Text Document Upload Document New Scan New HW Service Item New Appointment New Hospital/Treatment Visit Click to Open Immunizations Click to Open Growth Charts Click to Open Flowsheets Click to Open Patient Education Click to Open Chart Print Click to Open Chart Maintenance (Links Editor/Perms) There is a User Preference to hide Chart Item Icons. Setup in Tools => User Preferences => Chart => Chart Header Hide Icon.
Chart Folder Dropdown This User Preference creates a dropdown of the chart folders to open up more space inside the chart. Setup in Tools => User Preferences => Chart => Chart Category Section in Drop down list. Summary View Preferences The Summary View Preferences are now always collapsed for a cleaner look. Click the bar to open. Signed Chart Items Signed items now appear with a Lock over the icon. Unsigned items are now displayed in bold.
Cancelled Orders If an order is cancelled it will show a red X through the order in the chart item list Link to Appointment Use the new dropdown box to link chart items to appointments directly from the Chart Item Detail Info Tab. The range of appointments available in the dropdown is set in user preferences. The Chart item provider and department will default from the linked appointment. Default Provider For non-provider staff, adding a new chart item will default the doctor from the parent appointment, if there is no parent appointment then it will default the doctor from an appointment on the same day Assign to a Team Chart Items can now be assigned to a Team. For Notes, Orders, Results and Documents, the items can then be viewed by Team members on the Home Page Review or TaskCenter Tabs. Chart Search Screen Two new columns are displayed: MRN and Insurance
Patient Information Patients under the age of 18 will have their age displayed in years and months. The Referring Physician Fax Number is also displayed. Nicknames Nicknames are displayed in parentheses next to the name in the top left corner. Nicknames are entered in the PM system Prescriptions ***We are no longer using NewCrop web services*** Drug searching options Click the double arrows to search for a drug from drug history (database) and supplies.
Dosing Calculator Click the calculator icon to open the Dosing Calculator This screen will calculate the recommended dose utilizing the patient's age and weight. Pharmacy You now have the ability to assign 2 pharmacies to one patient.
Pharmacy Search filters on esend window Enter at least 2 characters in 1 or more textbox fields, then click Search Sign & esend This new button allows users to open the esend window to verify that all information is correct before the Rx is actually signed. Inside the esend window is a Sign & esend button that completes signing and esending. Print Icon Pressing the Print icon will send the Rx directly to the print queue instead of opening and printing it. This option is available for Orders as well.
Immunizations Double click on any Immunization in the chart to open details for that immunization. You can also add ICD-9 Codes on the Detail screen. NDC Numbers Search for NDC codes from the Immunization Detail screen. Enter the Immunization name and click the NDC search icon.
Superbill The charge is now displayed next to the CPT description after the superbill has been saved Chart Print You can now choose individual chart items and ALL of a specific chart item type at the same time instead of one or the other.
Orders Cancel an Order There is a new checkbox to cancel an order. If an order is cancelled the system will display a red X through the order in the chart item list. The program can now send and receive HL7 Order cancel messages. Results Click the checkbox to print the comment box
Task Center On the Home Page, there is a new tab labeled Task Center. Clicking this tab will display notifications, messages and review items. Notification Counter A new notification counter has been added next to message counter at the top. There can be three different notification counts in this box. The first count (left to right) is a total number of notifications, the count in red is for high priority notifications, and the third count is notifications for patients that are still in clinic. The counts for each total will not be displayed if the count = 0.
NEW FEATURE SETUP Show Signature Box There is a User Preference to hide the Show Signature Box. Go to Tools => User Preferences => Chart. Check the box Hide Show Signature Checkbox in Immunizations. Prescription Templates Access the prescription templates in Admin => Prescriptions => Template Maint.
Immunization Setup Go to Admin => Immunizations. You can now add default ICD codes as well as CPT codes. There is also an option to default an NDC code. This screen has an NDC search option as well. Multi-Patient Chart Print Access this feature in Tools => Multi-Patient Print Chart
Quick Picks for Allergies and ICD Summary Templates can be created for common allergies and ICD-9 codes. Users can then select the templates from dropdowns in the Allergy and ICD Summary screens. Access the setup for these templates in Admin => Templates => Chart Header Templates Lab Order Header Labels Header labels for order set grids are setup in Admin => Orders => Order Sets there is a new box called Header Label. To add a header label highlight the box in the grid where you want the header label to be placed, type in your label and click Add Label.
Delete Multiple Results You now have the ability to delete multiple results at one time. Access this option in Tools => Result Linker. Patient Reporting & Assignment Utility Patient Reporting has an added filter by department. There is also an ability to assign a HealthWatcher plan to more than 100 patients. If you want to assign a HW plan to more than 100 patients then check the All Patients checkbox to include all patients not on the first page of results.
Stats Report The Stats Report can now be scheduled to run from PM system. The radio button View Saved Scheduled Reports, allows users to select a report that was generated by the PM and view it in EHR. Clinical Quality Measures Reporting New CQM Measures have been added: NQF 0020 - Allergies and adverse reactions in outpatient records NQF 0023 - BMI recorded in past 24 months NQF 0044 - Pneumococcal vaccination NQF 0575 - Comprehensive Diabetes Care NQF 1399 - Developmental Screening NQF 1553 - Blood Pressure Screening Notification Module The new notification module is designed to send notifications to users based on actions performed within a chart and rules that have been setup. Actions include Save, Sign, Review and Complete. Every time one of these actions is performed on a chart item, the system will check to see if a notification needs to be generated. Notifications can do up to 3 things. First, a notification can be sent to the TaskCenter for the user to review. Second, a popup can be generated. Third, an auto-event can occur. Notifications can also be generated for Immunizations, Allergies, Risk Factors and ICD Summary. For Example a doctor wants to be notified every time a diagnosis for diabetes is saved to a patient s ICD Summary. When the criteria are met, a notification can be generated in the TaskCenter, a popup can be displayed, or an autoevent can occur such as creating a new note for Diabetes Exam in the patient chart for the provider. Team Setup Team Setup notifications can be sent to a team, for example a Lab team receives a notification when a new lab order is created. This will allow users to see only notifications directed to them in the Task Center. Notification teams are setup in Admin => System Setup => Lookup Lists
Notification Setup Notifications are setup in Admin => System Setup => Notification Setup The top half of the notification screen allows you to setup the notification criteria. This section includes filters to define the specific parameters that will trigger a notification. The Patient Chart Contains filters are similar to the Patient Reporting filters. Notification Type Section The Notification Type section allows you to define what action the program should take when the notification criteria are met. There are 3 options: Notification in Task Center, Popup Alert and Auto-Event.
Notification in Task Center: This section tells the system for whom the notification will be generated and the priority. Defaults will be the same Provider/Department as the notification criteria. Popup Alert: This prompts the system to create a popup alert for the defined users when the criteria are met. If the action is signoff, there is an option to allow the user to cancel the signoff via the Popup. Auto-Event: This checkbox tells the system to create an event when the criteria are met. Events include: New Note, New Rx, New Order, New TextDoc, New HW, Order Immunization, Patient Education, Send to Print Queue and Upload Word Merge. The Template/Name text box is used to specify the name of template, Rx, Order etc For example, if you want a New Note generated you would type the name of the note template in this box. For Send to Print Queue and Upload Word Merge, the name of the word merge needs to be entered. If the box is left blank the system will use the default PDF print. Print Rules Print Rules can be setup for notifications sending an item to the print queue. On this screen users can select a Provider, Department, Item Type and Printer. The rule is setup so providers and departments can have default printers. For example, Dr. Smith wants his Visit Summary word merges printed on Printer A, but Dr. Smith wants his Controlled Rx printed on Printer B. When the notification criteria are met the rules will send each to its respective printers. Access this feature in Admin => System Setup => Print Rule
Print Queue Viewer This screen allows you to view the status of anything sent to the Print Queue via notifications. Access in Admin => System Setup => Print Queue Viewer. **The Printing Service is a feature that needs to be installed separately. It will not be installed during the regular 7.1 upgrade. All the features and setup will be available in EHR regardless if the service is installed, but nothing will print without the service installed.**