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PM/EHR/Mobile Updates

Patient Reporting (EHR)

Help Combat COVID-19

We have created a variety of scenarios of how Patient Reporting can help your practice become proactive and combat COVID-19.

The report results can be exported to Excel®. You can also double-click the patient in the report results to open the patient’s chart.

Scenario 1 – Identify Patients Seen with High Temperature

Identify all patients who came into the office in the last 30 days with a temperature higher than 98.6. An elevated temperature is one of the potential identifiers of COVID-19. It is important to identify those patients who were seen in the office during the last 30 days to determine if they have tested positive for the virus.

Scenario 2 – Identify Patients with Underlying Medical Conditions

Identify all patients with a serious underlying medical condition like Heart Disease, Diabetes, and Lung Disease because we want to give these patient’s the option for a telemedicine visit instead of an office visit.

Scenario 3 – Identify Patients Seen on Specific Date

The practice was just notified a patient who was seen on March 19, 2020, has tested positive for the COVID-19. We now need to identify all the patients who were seen for a visit on March 19, 2020 because any patient with a walk-in visit needs to be notified that they have been in contact with someone who tested positive for COVID-19 and might need to get tested.

AdvancedPatient Pro (PM)

Online Scheduling – Display Additional Provider Availability

In online scheduling, we have increased the number of days to display provider availability from 31 days to 92 days from the current date. If a provider has at least one open time slot in a hold column on the Scheduler within a 92-day period from the current date, the available time slot displays as an option for booking in online scheduling. Now, patients will have more opportunities to find available appointment times that fit their schedule. Additionally, providers that are generally booked to capacity can increase their availability for patients who use online scheduling.

Providers with no available time slots might still display in online scheduling. If a patient selects a provider with no available time slots, they can click Back and select a different provider.

Billing (PM)

Unbilled Claim Edits – MSP Code Required when Medicare is Non-primary

We have added a new unbilled claim edit, When billing Medicare as the non-primary carrier, the MSP code on the Insurance Tab is required.

If Medicare is not the primary carrier, an MSP Code (Medicare Second Payer) is required or the claim will be excluded. To resolve the error, enter an MSP Code for the Medicare carrier on the patient’s Insurance tab.

Patient Messaging (PM/Patient Portal)

Validate Phone Numbers

The Patient Messaging Preferences screen now validates phone numbers for Voice and Text.

Front Office Kiosk (Mobile)

We have added two new features to the Patient Kiosk App:

  • Require a PIN when a patient logs in to the kiosk.
  • Select when a patient is checked in.

As part of this enhancement we have added Settings where you select how to use these new features.

Use PIN Setting

You can now select to require that the patient use a PIN when logging in to the Patient Kiosk.
The default for Use PIN is off.

When the Use PIN setting is turned on, a PIN field displays on the kiosk for the patient. You
generate a PIN in PM or on the Front Office app and give it to the patient. The patient must
use the PIN to log in to the kisok.

Generate a PIN for a Patient

The PIN can be generated in the following places:

  • Front Office App – The PIN is generated on the patient demographics screen.
  • PM Patient Forms – The PIN is generated on the Patient Forms screen.

Check-in Patients Setting

You can now select when you want a patient to be checked in:

  • At Log In – When the patient logs in to the kiosk.
  • At Log Out – When the patient logs out of the kiosk.

The default for Check-in Patients is At Log In.

Mobile App (Mobile)

We have made the following updates to mobile app:

  • Added the following to mobile app Prescriptions:
    • Real-time Patient Formulary and Benefits
    • Discontinued Units (Potency/Terminology Codes) Warnings
  • Updated the date picker throughout the mobile app

Prescriptions – Real-time Patient Formulary and Benefits

We are excited to announce that we have updated mobile prescriptions with real-time Patient Formulary and Benefits so you can select the best medication for a patient.

Patient Formulary

Patient formulary information, when available, displays in real time on the New Prescriptions Screen screen when you select a drug.

Patient Benefits

We have also added Patient Benefits that display in real time. When you select a drug and
enter Quantity and Days, patient benefits display on the following screens when available:

  • Prescription Details screen
  • Alternate Pharmacies screen
  • Alternate Drugs screen

Prescription Details

Patient Benefits display in the Pharmacy pane of the Prescriptions Details screen.

Alternate Pharmacies

Click the Alternate Pharmacy icon to open the Alternate Pharmacies screen. The Alternate Pharmacies tab displays prices for the selected drug for the pharmacies on the patient’s pharmacy list. Patient benefit information can include the patient price for mail order and retail prescription and the best price available.

Alternatives Drugs

Tap the Alternative Drugs icon to open the Alternative Drugs tab to display therapeutic alternatives that are on the patient formulary.

Prescriptions – Discontinued Units (Potency/Terminology Codes) Warnings

We have updated the mobile app to include potency/terminology code warnings to match EHR.

Due to new NCPDP regulations, our electronic prescriptions vendor, Surescripts, will be discontinuing certain Units (potency/terminology codes) that cannot be used after December 1, 2020.

It is recommended that you stop using Units that will be discontinued as soon as possible. To help with the transition we are releasing updates to EHR Prescriptions in phases in the coming months.

Warnings for Prescription Favorites and New Prescriptions

For the first phase of updates, we have added icons and messages on prescription favorites
and new prescriptions to indicate units that will be discontinued, and to indicate if a unit is
incorrect for the selected medication.

Warning Messages on New Prescriptions

On a new prescription, when you select a Unit that will be discontinued or is incorrect, the unit is outlined in red, and a warning message displays the appropriate unit for the medication.

Warning Icons on Prescription Favorites

Favorites saved with a Unit that will be discontinued display a warning icon.

Prescription Default Units

As part of this update, when you select the default or correct Units (when available) for medications, it is now marked with a green outline.

Updated Date Picker

We have updated the date picker in the mobile app so it is now the same as PM and EHR. The new date picker makes it easier to select specific days of the week or select a day weeks or months in the future.

Patient Cards (EHR)

Plan Summary – Print Plan Summary

You can now print all plan summary information for a patient using the new Print icon on the Plan Summary patient card.

Review Bin (EHR)

Removed Countdown Timer for Sunset of the Classic Review Bin

In response to client feedback, we have removed the countdown timer indicating when the Classic Review Bin will be sunset. You will be able to access the Review Bin while we continue updating the Dashboard Donuts and Worklist to ensure no functionality will be lost when the Review Bin is replaced.

Template Library (EHR)

We have added new templates to the Internal Medicine specialty folder in the Template Library.

Notes

Visit – Adult, Sick – New

This template has fields for assessing a patient’s first sick visit. It includes fields for HPI, associated symptoms, medical, surgical, family, and social histories. There are also fields for the ROS and health screenings. These fields will auto-fill with the patient’s response, if the patient form PF – Sick, New was filled out prior to the visit and saved to their chart. The exam fields are developed to chart by exception. The only charting required is to unselect the normal fields that are no longer relevant and then select the abnormal findings.

This template also has fields for selecting a point of care test (including the results) and the appropriate E&M service code. There is a tab for nebulizer treatments, which includes dose, medication, and post treatment vitals. The template was designed using check boxes, which makes it an extremely mobile-friendly template for documenting a patient’s sick visit.

Visit – Adult, Sick – Follow-up

This template has fields for documenting the follow-up assessment of a sick patient. If the patient form PF – Sick, Follow-up was filled out prior to the visit and saved to the patient’s chart, it will auto-fill their responses to their current symptoms or any change since their last visit. All exam fields will auto-fill from the template Visit – Adult, Sick – New, if this template was used during the patient’s initial sick visit.

Visit – Adult, Well

This template has fields to assess a patient who comes to the office for a well visit. If the patient form PF – Well, New was filled out prior to the visit and saved to the patient’s chart, it will auto-fill their responses to medical, family, and social histories. The exam fields were developed to chart by exception. With this method, only abnormal findings will need to be selected, which allows for minimal charting.

This template also has fields for selecting a point of care test, including the results, and selecting the appropriate E&M service code. The template was designed using check boxes, which makes it an extremely mobile-friendly template for documenting a patient’s well visit.

Patient Forms

PF – Adult, Sick – New

This template allows the patient to document their HPI, associated symptoms, medical, surgical, and social histories. There are also fields for documenting an ROS by system. If this template is filled out prior to the visit and saved to the patient’s chart, it will auto-fill their responses to the intake tab on the template called, Visit – Adult, Sick – New.

PF – Adult, Sick – Follow-up

This template allows the patient to document their symptoms and any changes to their medications, allergies, medical or social histories. If this template is filled out prior to the visit and saved to the patient’s chart, it will auto-fill their responses to the intake tab on the template called, Visit – Adult, Sick – Follow-up.

PF – Adult, Well

This template allows the patient to document their allergies, medications, medical/surgical, social, and family histories. It also includes fields for documenting dates on their health screenings. If this template is filled out prior to the visit and saved to the patient’s chart, it will auto-fill their responses to the intake tab on the template called, Visit – Adult, Well.

“Our workflow has diminished as far as the redundancies, having to do the back-and-click here or check on this and check on that—it’s all right there!”

Johnette Lamborne
Office manager

“Everybody still does basically the same thing; they just do it in a different and better way that’s more efficient.”

Steve Wampler, MD
Greenhill Family Clinic

Read the story  ›

“With the new scheduler and EHR, we get a lot of the information up front, so when the patient comes in, unless they have something changed insurance-wise they’re already verified and ready to be taken back right away, it also makes it much easier for billing.”

Nancy Sutter
Office manager

“We have seen approximately a three-fold improvement on a month-to-month basis of increased collections using AdvancedMD technology as compared to our previous technology provider. That has really been a step-change improvement with respect to the economics of the company.”

Michael Paul, CEO
Lineagen, Inc.