AdvancedInsight (PM)

Additional AdvancedInsight Data Points

We have enhanced AdvancedInsight with additional data points to provide more flexibility
when creating financial trending reports and dashboards. These data points offer additional components in the patient, provider, and facility folders, as well as dynamic dates for appointments.

The following data points are now available:

Patient folder
- Patient Country
- Patient First Name
- Patient Gender Identity
- Patient Gender Identity Other
- Patient Last Name
- Patient Middle Name
- Patient Primary Carrier Group Number
- Patient Primary Carrier Relationship
- Patient Primary Carrier Subscriber First Name
- Patient Primary Carrier Subscriber Last Name
- Patient Primary Carrier Subscriber ID
- Patient Secondary Carrier Code
- Patient Secondary Carrier Name
- Patient Secondary Carrier Group Number
- Patient Secondary Carrier Relationship
- Patient Secondary Carrier Subscriber First Name
- Patient Secondary Carrier Subscriber Last Name
- Patient Secondary Carrier Subscriber ID
- Patient Sexual Orientation
- Patient Sexual Orientation Other
- Patient Tertiary Carrier Code
- Patient Tertiary Carrier Name
- Patient Tertiary Carrier Group Number
- Patient Tertiary Carrier Relationship
- Patient Tertiary Carrier Subscriber First Name
- Patient Tertiary Carrier Subscriber Last Name
- Patient Tertiary Carrier Subscriber ID
- PCP (Primary Care Provider)
- Responsible Party Relationship
Date – Appointment Dynamic folder
- Next 30 Days
- Next 60 Days
- Next 90 Days
- Next 120 Days
- Next 6 Months
- Next 12 Months
Provider folder
- Billing Provider Title
- Billing Provider Type
- Provider First Name
- Provider Last Name
- Provider Title
Facility folder
- Facility Address
- Facility Alias (Coming Soon)
- Facility Apartment/Suite Number
- Facility City
- Facility Country
- Facility Phone
- Facility NPI
- Facility State
- Facility Zip Code

Facilities Master File – Assign a Facility an Alias

As part of an AdvancedInsight reporting future enhancement, you can assign aliases to facilities using the new Alias field in the Facilities master file. Assign a facility alias when you want the custom facility name to display on AdvancedInsight reports rather than the standard facility name seen on claims. The AdvancedInsight reporting functionality portion of this enhancement is scheduled to release in the next few months.

AdvancedPatient (PM)

We have made several enhancements to the Patient Forms feature in the following areas:

Patient Information – Open Patient Forms with Icon
Patient Forms – Send Patient Forms without a Future Appointment
Messaging History – Forms Sent without Appointment Indicator

Patient Information – Open Patient Forms with Icon

Use the new Patient Forms icon on the Patient Information screen to open the Patient Forms screen with the patient preselected.

Patient Forms – Send Patient Forms without a Future Appointment

Now, you can send patient forms without a future appointment using new No Appointment option in the Appointment Date drop-down in Patient Forms. When you Add forms with the No Appointment option selected, patient forms display immediately in the patient portal. Opting to select the Send Form Notification button gives patients notice that forms are available for them to review.

Messaging History – Indicator for Forms Sent without Appointment

When you send patient forms using the No Appointment option, NO APPT displays in the Appt Type, Date, Time column in Messaging History to accommodate auditing and tracking.

Automation Center – ERA Automation – New Feature (PM)

Use ERA Automation in the Automation Center to schedule ERA payments to automatically process on a regular basis and simplify your ERA payment processing workflow. You can customize the processing criteria for each ERA payment code type. You create and customize ERA automation rules the same as you do in End of Day Close automation.

Access to the Automation Center is dependent on the Automation Center role privilege.

Customize ERA Payment Code Automation Settings

Each ERA payment type code can be customized with the following settings:

Is ERA required to be reconciled
- Yes – The payment must be reconciled in the Payment Reconciliation module before the automation rule occurs. This is the default setting.
- No – The payment will be processed
Auto process payment code
Select the number of days in the past you want the system to include ERA payments for processing ERA. For example, if you select 30 Days from the drop-down, and select this process to run on the 30th of every month, the system will search for ERA payments received on or before the 1st of every month.
- Never – Must be manually processed. This is the default setting.
- 0 Days – Processes on the next scheduled date in the Schedule & Notifications section.
- 7, 14, or 30 Days – Processes any payment codes that fit the requirements and have been in eRemittance Review for 7+, 14+, 30+ days respectively.

Carriers – New Feature (PM)

Tie a Financial Class to a Carrier

The new Tie a Financial Class to a Carrier feature allows you to track your financial reporting* based on the expected allowed amount (from your allowable fee schedule) rather than the reported allowed amount from the carrier at the time of payment. The expected amount is a static value captured at the time of charge entry and will not change even if updates are made to the allowed amount in payment entry. If the insurance carrier associated with the posted charge is modified after Day Close, the charge is voided and reposted when the expected amount differs between the two carrier fee schedules to ensure you always have the correct expected amount for reporting. Additionally, to make reporting consistent, the system will control financial classes based on carrier without exception, meaning users cannot override a financial class value when a patient has an active insurance carrier.

The Tie a Financial Class to a Carrier enhancement is enabled using the new Use Carrier Financial Class (read-only) system default. This system default works in tandem with the new Expected Amount field in charge entry screens, and the new Financial Class field in the Carriers master file, where you assign a financial class to a carrier. To enable the Use Carrier Financial Class system default, contact Client Support Services.

In cases where active insurance coverage exists for the patient, financial class fields on the Patient Information, Episode, and charge entry screens will use the financial class value for the carrier listed first in the associated Insurance Order field. If you update an insurance order, the system automatically updates the financial class on the corresponding screen based on the change.

In cases where there is no active insurance coverage for the patient, financial class fields for standard and new episodes and on charge entry screens will use the financial class value from the Patient Information screen.

If insurance coverage for the patient is inactivated or expires then the value set in your Financial Class system default is populated in the Financial Class field in Patient Information. This defaulted value can be overridden by users assigned the new Override Financial Class role privilege.

As part of this enhancement, when the Use Carrier Financial Class system default is set to Yes, a new Expected Amount field replaces the Allowed Amount field in the Charge Entry screen and is added to the Charge Detail screen.

*The Expected Amount data point for AdvancedInsight reporting is part of a future enhancement. However, expected amount data is stored when you start using the Tie a Financial Class to a Carrier feature and related information will be available for reporting when the data point is added to AdvancedInsight in the next few months.

Demographics (PM)

Capture Previous Name and Address

You can now capture and store a patient’s previous name and address in Patient Information. This data can be captured automatically when changing a patient’s information, or edited manually via a new icon. Storing this information is a requirement per the ONC 21st Century Cures Act that requires 2015 CEHRT vendors to support the United States Core Data for Interoperability (USCDI) standardized set of health data classes. In a future release, the system will be enhanced to include this information on the patient’s C-CDA 2.1/Outbound CIE.

Automatically Capture Previous Name and Address

When you save changes to the name or address of a patient, the system prompts you to capture their previous information.

If the patient has any responsible party relationships with other patients, the Family Update dialog opens with the Capture Previous Name and Address check box selected by default.
Otherwise, a system prompt asks you to capture the previous name and address.

View or Manually Edit Previous Name and Address

To view or manually edit a patient’s previous information, click the Previous Name and Address icon.

The Capture Previous Name and Address dialog opens where you can enter information as needed.

Login (PM/EHR)

Use Email as Login Name

If you have an email address attached to your user profile in User Management, you can now use that email as your Login name.

As part of this enhancement, we have updated the Login screen with the following changes:

Renamed the User name field to Login name.
Increased the character limit in the Login name field to 50 characters.

If an email address is attached to more than one user in User Management, a warning displays indicating that you need to use your Username (as found in User Management) to log in to the application.

Payment Search – New Feature (PM)

Use the new Payment Search feature to look up patient and insurance payments to identify discrepancies when auditing or balancing payments. You can search for payments using a robust set of fields related to the payment transaction, record, and activity.

As part of this update, we have removed the Check Search option from the Billing menu. The legacy Check Search will be sunset in a future release. However, you can access the legacy Check Search by clicking Switch to Legacy Check Search on the Payment Search screen.

Icons

Multiple icons can display for the same payment. Expand the payment to view unapplied, voided, and transferred payment icons.

Search for a Payment

Use Payment Search to look up patient and insurance payments.

Enter parameters and click Search. The Payment Search grid displays payments that match the selected criteria.
Sort results in the Payment Search grid in ascending or descending order by clicking the column header.
Click a payment in the Payment Search grid to expand and view the Visit Details grid.
Click a patient in the Visit Details grid to expand and view the Line Item Details grid.
Click a code in the Group/Reason Code field to display the Payment Reason dialog and view payment reason code information for the line item.
Click the ellipsis next to a payment to view additional options or tools related to the payment.

Optimize Search Results

Use the following information to optimize search results:

From and To Date – If you enter eight digits in the From Date or To Date field, the system will format the date for you. For instance, if you enter 01212020 into the field, the system will display it as 01/21/2020.You can also enter a From Date and leave the To Date blank to search 30 days from the From Date, or leave the From Date blank and enter a To Date to search -30 days from the To Date.
Patient – Enter at least two characters in the Patient field to search for patients by their last name. Click the Filter icon to include patients with inactive patient statuses, such as Deceased, or All statuses in your search results, and to search by a specific patient identifier, such as the patient chart number. Patient search includes All patients, including patients marked with inactive patient statuses, by default.
Carrier – Enter at least one character in the Carrier field to search for available parameters. Both Carrier Code and Carrier Name are searched.
Carrier Category – Enter at least one character in the Carrier Category field to search for available parameters.
Responsible Party – Enter at least one character in the Responsible Party/Entity field to search for available parameters.
You can also use the *Account, #SSN, /DOB, -Phone, and &Address search options in the Responsible Party/Entity field. Hover over the Info icon to view the Search Prefix Legend for the Responsible Party/Entity field.
Batch Number – When searching for batches, search for the exact batch number. Partial batch numbers are not included in results.
When you enter a batch number, the date range cannot be changed.
Batch numbers cannot start with zero or exceed a ten digits.
User – Both User Name and Full Name are searched.

Payment Search Results Screen Elements

Use the following information when viewing information in the results grid:

By default, results are sorted by Posted Date.
Results are sorted by page, not by the entire result set. If search results display on more than one page, only the page of results you are viewing is sorted.
If the Full PMT Amount and the Posted Amount for a payment differ, the Posted Amount displays bold in the Payment Search grid.
The Full PMT Amount Total displays a sum of all payments received for the entire result set. The Posted Amount Total displays the sum of all payments that have been posted for the entire result set. The totals will be different if you have any voided, refunded, reversed, or unposted payments.
Hover over the Visit Details grid and scroll to view more information, if applicable. Move your mouse away from the Visit Details grid to resume scrolling the Payment Search grid.
Hover over the following fields to view additional information:
- Facility – Facility name.
- Posted Date – Posted date and time stamp.
- Procedure – Procedure code Description, Revenue Code, and Alternate Code (Substitute Carrier Code), if available.
- Provider Code – Provider name.
Available ellipsis options change if the payment is a patient or insurance payment, and if you click the ellipsis in the Payment Search, Visit Detail, or Line Item Detail grid.
Options can include:
- Open EDI Report Tab
- View Unmatched Payment Report
- View EOB Report
- Open Patient Financial History
- Open Family Financial History (All patients associated with the responsible party)
- View Audit Log report
- View Detail Audit Log report
When you open the Patient Financial History screen from Payment Search, the Visit # populates and loads automatically, if available.

CBO Users

Use the Office Key selector to search for payments by a specific sub-office key, or by all accessible office keys.

Select a sub-office key to enable the following search parameters:

Patient
Full Amount
Carrier
Carrier Category
Responsible Party/Entity
Batch Number
Facility
User

When searching for payments with All Office Keys selected, the Payment Search grid also displays the Office Key column, so you can easily see which office key each payment is from.

Providers Master File (PM)

Record Provider NADEAN Number

You can now record NADEAN numbers in the Providers master file. NADEAN (Narcotic Addiction DEA Number) is an identification number issued by the Drug Enforcement Agency (DEA) to all physicians who have special licenses to administer protocols for treating people with narcotic addiction.

In a future release, the system will be enhanced to include the NADEAN number on prescriptions for narcotic addiction medications.

Referral Worklist Module – New Feature (PM)

We are happy to announce the release of the new Referral Worklist module where you can track and manage inbound patient referrals and authorizations to decrease claim denials and increase practice revenue.

This screen incorporates the information from the Inbound Referrals tab and organizes the referral work you need to complete. The screen includes robust filtering to drill down to subsets of patient work items where actions are required. Tool tips provide easy access to authorization details at-a-glance.

Work items can display in the Referral Worklist based on the following triggers:

A patient referral is added and the Preauthorization Required check box is selected.
A patient referral is associated with an Insurance carrier (in the Insurance tab) that requires a referral or an authorization.
A patient referral is associated with a carrier (in the Inbound Referrals tab) that requires a referral or an authorization.
An appointment is scheduled with an appointment type that requires a referral or authorization.
A patient charge is entered with a charge code that requires a referral or authorization.
A referral or authorization has expired or is expiring.

To accommodate your practice’s referral workflow, you can select which items will be added to the worklist based on new and existing fields in PM. As past of this customization effort, we have added the Authorization Required and Referral Required check boxes to multiple master files.

Additionally, as work items are triggered and authorizations work is required, detailed information is displayed in Patient Memos.

You can assign work items to users and filter to view user progress. As assigned users make updates and add information to authorizations in the worklist, changes update on the Demographics Referral tab.

Key features of the Referral Worklist module include the following:

Setup
- Customize Worklist Triggers
- Assign Referral Worklist User Privileges
Use Authorizations Donut
Filter Worklist
Work with the Referral Details Card
Assign Worklist Item to User
View Details in the Authorizations Tool Tips
View Worklist Notices in Patient Memo

The Referral Worklist module will be released in stages over the next 2-3 months.

Setup

Customize Worklist Triggers

If the new Authorization Required or Referral Required check boxes are selected in the following master files, the associated work items are triggered respectively:

Carriers master file:
- Insurance Carrier Requires Authorization
- Insurance Carrier Requires Referral
- Referral Carrier requires Authorization
- Referral Carrier Requires Referral
Appointment Types master file – Appointment Type Requires Authorization
Charge Codes master file – Charge Code Requires Authorization

Additionally, these current fields also now trigger associated work items:

Inbound Referrals tab
- Patient Requires Authorization check box – Patient Requires Authorization
- Expiration Date field – Expires/Expired

Assign Referral Worklist User Privileges

Before a user can access the Referral Worklist, they must be assigned the following new role privileges:

Worklist
Referral Worklist

Use Authorizations Donut

Click the Authorization Tools icon to open the Authorizations donut pane. Use the donut tool to track total referral worklist item numbers at-a glance. Click on the donut to see referrals by a specific authorization status.

Click the Key icon to reload all work items to the donut tool.

Filter Worklist

The worklist module includes a powerful Worklist Filter to narrow down the list of work items for specific kinds of referral actions. For example, you might want to work on all of the items for one facility at a time, or select your name in the Assigned to filter drop-down to view only your work items.

To filter worklist items, click the Filter icon and select from the following options:

Appointment Date
Expiration Date
Facility
Assigned to
Status
Referring Provide
Provider on Appointment
Appointment Type
Insurance Carrier

Work with the Referral Details Card

Each worklist item includes an embedded Referral details card to add and update information for the referral. When changes are saved, the information updates to the corresponding referral in the Referral tab.

Assign Worklist Item to User

You can now assign work items to specific users by selecting a user name in the Assigned to field.

View Details in the Authorizations Tool Tips

Hover over data in the Status and Expires columns on the worklist, to see an Info icon tool tip with authorization status or expiration details.

View Worklist Notices Display in Patient Memos

Notices of outstanding referral worklist items are included in Patient Memos.

Reports (PM)

Unsigned Chart Items – New Report

Use the Unsigned Chart Item report as needed to generate a list of unsigned chart items by provider to keep track of which items have been reviewed and are pending sign off. Your office can use this report to determine the status of notes, orders, results, documents, and charge slips.

Dashboard (EHR)

We have made the following enhancements to the dashboard:

Filter by Message Type.
Sort Worklist tables.
Share chart items using Patient Viewable icon.
View/hide patient inactive statuses.
Active and inactive providers filter sections.

Filter by Message Type

You can now filter by Message Type in the Messages Worklist table. We have also updated the Message Type to display bold in the Worklist table.

Sort Worklist Tables

You can now sort Worklist table items on the dashboard by:

Date
Patient Name
Provider
Item Title
Priority (default)
Type (Messages and HealthWatcher only)
From Staff (Messages only)
To Staff (Messages only)
Message Type (Messages only)
Linked Item (Messages only)

Select your sorting option from the drop-down list. Click to toggle items between ascending and descending order. The default sorting option is Priority in descending order.

Worklist table sorting options that you select will remain until you change them.

Share Chart Items Using Patient Viewable Icon

On the EHR Dashboard, you can now hover over notes, documents, results, and Healthwatcher items and click the new Patient Viewable icon to make that item available in Patient Portal. The Patient Viewable icon displays on all chart items shared with the patient. If needed, you can click the Patient Viewable icon to stop sharing an item.

View/Hide Patient Inactive Statuses

You can now easily see if patients have an inactive status when scheduling an appointment or editing a patient’s chart. The inactive status displays in the following areas:

Patient cards
Patient Information pane
Patients search

As part of this enhancement, we have also updated User Preferences so you can hide the patient inactive status from displaying. Use the new Hide Patient Status in Patient Card check box to hide the patient’s status.

The default setting for the Hide Patient Status in Patient Card check box is cleared.

Active and Inactive Providers Filter Sections

We’ve enhanced the provider filter dialog to indicate which providers are active and inactive. You can see this change in the following areas:

Worklist tables (Dashboard | Select a Worklist Donut)
Scheduler (Dashboard)
Timeline (Chart | Select a patient | Click the Timeline View icon)

Find Chart Item (EHR)

Search for HealthWatcher Item Type

You can now search for HealthWatcher chart items on the Find Chart Item screen.

Flowsheets (EHR)

Display Flowsheet Dates in ACOG Format

You can now toggle flowsheet data to display dates vertically in ACOG (American College of Obstetricians and Gynecologists) format.

Messages (EHR)

Renamed Column to Message Type

To clarify content, we have updated the Messages screen by renaming the Subject column to Message Type.

Patient Cards (EHR)

Updated Display of Signed Status

The Signed chart item status now displays bold with a gray background on patient cards, so you can easily differentiate between signed and unsigned items.

Patient Chart (EHR)

We have made the following enhancements to the patient chart:

Sort items in Patient Folder view.
Updated display of signed status.
View/hide patient inactive statuses.
Active and inactive providers filter sections.

Sort Items in Patient Folder View

You can now sort items in Patient Folder view in the new chart, just as you could in the classic chart. We have also added the ability to sort by Unsigned items, so you can quickly view all unsigned chart items for a patient.

Select a sort option from the drop-down to view items sorted by Name, Date, Type, Doctor or Unsigned.
Click to toggle items between ascending and descending order.

Updated Display of Signed Status

The Signed chart item status now displays bold with a gray background in the left pane in folder view, so you can easily differentiate between signed and unsigned items.

View/Hide Patient Inactive Statuses

You can now easily see if patients have an inactive status when scheduling an appointment or editing a patient’s chart. The inactive status displays in the following areas:

Patient cards
Patient Information pane
Patients search

As part of this enhancement, we have also updated User Preferences so you can hide the patient inactive status from displaying. Use the new Hide Patient Status in Patient Card check box to hide the patient’s status.

The default setting for the Hide Patient Status in Patient Card check box is cleared.

Active and Inactive Providers Filter Sections

We’ve enhanced the provider filter dialog to indicate which providers are active and inactive. You can see this change in the following areas:

Worklist tables (Dashboard | Select a Worklist Donut)
Scheduler (Dashboard)
Timeline (Chart | Select a patient | Click the Timeline View icon)

Patient Notes (EHR)

Word Merge Narratives

We have added a new Narrative tab in patient notes where you can generate a narrative that condenses information from the note Narrative tab uses Word® merge documents assigned to note and subnote templates to pull the required data into the narrative.

The narrative data is saved in the patient note and subnotes and can be generated into a narrative as needed. The generated narrative can be saved as a PDF document (attached to the patient note in the patient chart), printed, and faxed.

Use the new narrative function to:

Generate a narrative.
Select a Word merge document for a note or subnote.
Exclude a Word merge document from the narrative.
Set a default Word merge document for a note or subnote.
l Edit a narrative.
l Create a Word merge document for a note or subnote.
l Save a narrative document to the patient chart.
l Print/Fax a narrative.

As part of the new Word merge narrative functionality added to patient notes, we have added the ability to assign a default Word merge document to a patient note or subnote template on the Template Word Merge Document screen. You can also access the Template Word Merge Document screen from the new Narrative tab.

This feature will be released in stages over the next few months.

Generate a Narrative

Use the Narrative tab to generate a narrative in a saved patient note.

Create and save a patient note. The template used to create the patient note must have a Word merge document assigned to it to generate a narrative.
Go to the Narrative tab and the narrative is generated.
The narrative generated displays information in the following order:

- Patient note information.
- Subnote information with a header of Sub Notes.
- Subnotes added as an addendum after the patient note has been signed.

Select a Word Merge Document

If a note or subnote has more than one Word merge document assigned, you can select which

Word merge document is used in the narrative.

Generate a narrative.
Click Select Templates. The Select Word Merge/Narrative Templates window opens.
Under the Word Merge/Narrative Template header click the arrow on a note or subnote to display a list of Word merge documents available.
Select the required Word merge document from the list and click Save Selected Templates.
A Narrative will be Regenerated warning displays. Click Yes to regenerate the narrative using the selected Word merge documents.

Exclude Subnote Information from the Narrative

If you do not want the information from one or more subnotes to be included in the narrative, you can exclude it.

Generate a narrative.
Click Select Templates. The Select Word Merge/Narrative Templates window opens.
Under the Word Merge/Narrative Template header click the arrow on a subnote.
Select Exclude This Item.
Click Save Selected Templates.
A Narrative will be Regenerated warning displays. Click Yes to regenerate the narrative excluding the information from the selected subnote.

Set/Change a Default Word Merge Document

When you have one or more Word merge documents assigned to a note or subnote template, you can set a default Word merge document for the template through the Narrative tab.

There are two scenarios for setting a default Word merge document:

Set a default Word merge document for the patient note when no default exists.
Change the default Word merge document for a note or subnote.

Set a Default Word Merge Document for the Patient Note

If one or more Word merge documents are assigned to a patient note, but no default Word merge document has been set, you must select a default Word merge document for thepatient note before a narrative can be generated.

Create a new patient note and select a patient note template that does not have an assigned default Word merge document.
Go to the Narrative tab and click Select Default Word Merge Template. The Template Word Merge Document screen opens with the note template already selected.
Click the Default Template Narrative drop-down and select a default Word merge document from the list of Word merge documents assigned to the note template. The new default is automatically saved.
Close the Template Word Merge Document screen to return to the patient note.
Click Save. The narrative generates.

Change the Default Word Merge Document for a Note or Subnote

You can change the default Word merge document for a note or subnote from the Narrative tab.

Generate a narrative.
Click Select Template. The Select Word Merge/Narrative Templates window opens.
Click the ellipsis next to a note or subnote and select Manage Word Merge Templates. The Template Word Merge Document screen opens with the note or subnote template already selected.
Click the Default Template Narrative drop-down and select a default Word merge document from the list of Word merge documents assigned to the note template. The new default is automatically saved.
Close the Template Word Merge Document screen to return to the Select Word Merge/Narrative Templates window.
Click Save Selected Templates.
A Narrative will be Regenerated warning displays. Click Yes to regenerate the narrative.

Edit a Narrative

You can edit the information captured in the narrative by editing the fields in the patient note that are included in the narrative. Each time you make changes to the patient note, save the note and go to the Narrative tab to generate a new narrative to include those changes in the
narrative.

Open the patient note.
Make the necessary changes and Save.
Go to the Narrative tab and a new narrative generates that includes the new information.

Create a Word Merge Document

If you are using a note template that does not have a Word merge document assigned, you can use the Narrative tab to access the Template Word Merge Document screen where you can create a Word merge document for the note template.

Add a patient note and select a note template that does not have a Word merge document assigned.
Go to the Narrative tab and click Create a Word Merge Template. The Template Word Merge Document screen opens with the note template already selected where you can create a Word merge document.
Create the Word merge document in the usual way.

Save a Narrative Document to the Patient Chart

You can save a narrative as a document to the patient chart.

Generate a narrative.
Click Save to Document.

The narrative is saved as a PDF document attached to the patient note, and displays in the patient chart on:

The Timeline linked to the patient note.
The Patient Notes patient card linked to the patient note.
The Documents patient card with the same name as the note template.

Print/Fax a Narrative

You can print/fax a narrative from the patient note.

Generate a narrative.
Hover over Print/Fax and select Narrative.

Each time a narrative is printed/faxed, if changes have been made to the patient note, a new narrative PDF document is attached to the patient note, saved to the patient chart and displays on:

The Timeline linked to the patient note.
The Patient Notes patient card linked to the patient note.
The Documents patient card with the same name as the note template.

If no changes have been made to the patient note when the narrative is printed/faxed, no narrative document will be saved in the patient chart.

Template Word Merge Documents Screen

Assign a Default Word Merge Document

You can now assign a default Word merge document to a patient note or subnote template on the Template Word Merge Documents screen.

When you have more than one Word merge document assigned to a note or subnote template, you can assign a default Word merge document for the template.

Patient Reporting (EHR)

We have made the following enhancements to Patient Reporting:

Additional HealthWatcher Service Due report columns
Assign HealthWatcher plan to patient’s default provider
Display warning about patients not assigned HealthWatcher plans

HealthWatcher – Additional HealthWatcher Service Due Report Columns

We have added two new columns, Due Date and Current Status, to the HealthWatcher Service Due report in Patient Reporting. With these changes, you can now quickly see the due date entered on the HealthWatcher item and the plan status.

HealthWatcher – Assign HealthWatcher Plan to Patient’s Default Provider

You can now assign HealthWatcher plans to a patient’s default provider. When you use the new Default Provider option in the HealthWatcher Provider field, the HealthWatcher plan will be assigned to the provider associated with the patient record in PM | Patient Information.

HealthWatcher – Display Warning about Patients not Assigned HealthWatcher Plans

We have added a warning to indicate when patients were not successfully assigned to a HealthWatcher plan. HealthWatcher plans might not be assigned when the patient’s default provider is inactive or does not have access to EHR. Click the drop-down arrow in the message to view patients who were not assigned to the plan.

Review Bin (EHR)

View Countdown Timer for Sunset of the Classic Review Bin

We have added a countdown timer to EHR that displays on the Classic Review Bin to indicate when the Review Bin will be sunset.

On January 28, 2021, you will no longer be able to access the Review Bin, and the Review option will be removed from the Home menu in EHR.

Use the Dashboard Donuts and Worklist to review and sign items, just like you could in the Review Bin.

Video Training Library (PM/EHR)

The following videos have been updated:

l Electronically Prescribing Controlled Substances
Includes Patient Chart updates in EHR and NADEAN number in Provider master file.
eRemittance – Processing Insurance Payments
Includes ERA Automation and redesigned Demographics screen.
Introduction to EHR
Reflects Dashboard updates.

The following videos have been updated to reflect the redesigned Demographics screen in PM:

eRemittance – Processing Insurance Payments
Practice Management Overview
Scheduling Workflow – Prior to Patient Visit
Scheduling Workflow – Day of Patient Visit
Charge Review – Auditing Posted Charges
EDI Agreement Process
Online Intake
Managing Recalls
Telemedicine