Resource and patient management system



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27.7Patient Chart Component


Go to the Patient Chart tab and right-click on any component, select “Properties” to display the Properties for [component name] dialog.



Figure 27 45: Sample Properties Dialog for Component

TOP: Location of top of the object.

LEFT: Location of the left side of the object.

HEIGHT: Height of the object.

WIDTH: Width of the object.

ALIGN: Alignment of the object relative to its parent. Choices are All, Bottom, Center, Left, None, Right, Top.

ANCHORS: Position of the object relative to the selected sides.

Below are special setting for various components.


27.7.1Notifications


LEGEND: Location can set to left or right OR can be hidden.

27.7.2Problem List Window


This applies to the Problem Management component.

HideButtons: If TRUE, the Add, Edit, and Delete keys will not show up on the component. If FALSE (the False checkbox is not checked), they will show up. This would be used on the template for the type of user who should not be editing the Problem List.

UseLexicon: If TRUE, this means that the Lexicon radio button (search method) is the default on the Diagnosis Lookup.

27.7.3ICD Pick List


RequireCACKey: If True, only CACs can add/edit the pick list.

27.7.4POV


This is the Visit Diagnosis component.

RequirePOVforChartReview: If TRUE, the component will generate a notification to the user if the user is the primary provider on a Chart Review visit type and if the user did not enter a POV. If FALSE, this notification will not be generated.

RequirePOVforTeleVisit: If TRUE, the component will generate a notification to the user if the user is the primary provider on a Telephonic visit type and if the user did not enter a POV. If FALSE, this notification will not be generated.

HideButtons: If TRUE, the Add, Edit, and Delete keys will not show up on the component. If FALSE, they will show up. This would be used on the template for the type of user who should not be editing the Problem List. This would be used on the template for the type of user who should not be editing the POV.

UseLexicon: If TRUE, this means that the Lexicon radio button (search method) is the default on the Diagnosis Lookup.

27.7.5Super Bills


RequireCACKey: If True, only CACs can add/edit the pick list.

27.7.6Suicide Form


Patient Centric: If TRUE (checked), the form will display any (all) existing Suicide Forms for the selected patient. If FALSE (not checked), the component will display ALL suicide forms in the system for ANY patient, by selectable date range that defaults to a year prior to the current date. This feature is for management-types to see all suicide data. There isn’t any way to dump this data from the GUI, but there are reports in AMH that can be used. This means if you want to use the non-patient-centric option for the Suicide Form, you’d probably want to this on a different tab (outside the Patient Chart) and only have it on manager (CD or BH director, for example) templates.

27.8Clear Patient Context Setup


You can set-up a function where the user can clear the patient context (meaning no patient is selected) by clicking a (new) menu (or can be an option on the menu). You complete this set-up in Design Mode in the EHR.

Follow these steps:



  1. Go to Design Mode and select Design | Desktop Properties.

  2. On the Properties for Desktop dialog, click the Customize Menus button to show the Menu items.

  3. Click the Plus Sign button to create a new menu. Name this new menu Clear.

You could make this function an option on an existing menu, say the File menu or the Patient menu.



Figure 27 46: New Menu Named Clear

  1. Select the Clear menu item. Click the Menu Action button () to display the edit action dialog for Clear.

  2. In the text box below the “Edit action;” label, type the $(patient.clear) to define the action for the Clear menu.



Figure 27 47: Sample Clear Dialog

  1. Click OK to dismiss the Clear Dialog.

  2. Click OK to dismiss the Properties for Desktop dialog.

  3. Get out of the Design Mode.

  4. Click the Clear menu to see if it removes the patient context. This action removes any information about the patient as well as the patient context.

28.0IHS Setup


The IHS Setup involves making super-bills and pick-lists.

28.1Making a Super-Bill


Super-bills are lists of CPT codes for billing and for documenting services performed. Each super-bill is attached to a visit. The EHR allows clinicians to enter the CPT codes into PCC from the Services window. A selection of evaluation and management codes as well as the historical codes for the chosen patient are already available, but a list of codes from a particular clinic might be helpful in making a new choice.



Figure 28 48: Services Window in EHR

Notes about the Services window:



  • The Historical Services panel contains the historical codes in the Code column.

  • The list next to the Super-Bills button are the super-bill codes for the selected super-bill.

  • Use the Super-Bills button to show a new set of codes.

  • The button allows you to do a Web search on a term.

28.1.1Managing a New Super-Bill


Click the Super-Bills button on the Services window. The application displays the Manage Super-Bills dialog. You can manage only your super-bills.



Figure 28 49: Sample Manage Super-Bills Dialog

28.1.1.1Adding a New Super-Bill Category


Click the Add/Edit Super-Bill button on the Manage Super-Bills dialog to add a new super-bill category. The application displays the Manage Categories dialog.



Figure 28 50: Sample Manage Categories Dialog

Click the Add button on the Manage Categories dialog to add a new super-bill category. The application displays the Add Category dialog.





Figure 28 51: Add Category Dialog

Use the Add Category dialog to name the super-bill category and to associate it with a clinic or a provider. The creator of a super-bill automatically becomes the manager of the super-bill.

Click OK to save the new super-bill category. Otherwise, click Cancel to not save it.

You can go back and edit the super-bill categories (use the Edit button on the Manage Category dialog) to add other people to be managers (use the Add and Delete buttons on the Edit Category dialog).





Figure 28 52: Edit Category Dialog

28.1.1.2Querying Super-Bills


After saving the new super-bill category, go back to the Manage Super-Bills dialog and click the Query button. The application displays the CPT Query dialog. This is one of the ways to add items for your new super-bill category.



Figure 28 53: CPT Query Dialog to Query Super-Bills

Click the Clinic button to pick your clinic. The application can search PCC, Third Party Billing, and CHS for CPT codes. This process might take some time to run depending on the size of the clinic chosen.

You must enter either a Clinic or a Provider.

When the query is finished, another super-bill will be available. The manager should review this query and perhaps remove items that are not frequent or seem inappropriate for the clinic chosen.





Figure 28 54: Manage Super-Bills Dialog after Query

Items with zero only frequency or those that seem inappropriate, such as a long function test in an optometry super-bill, can be deleted before others see the super-bill codes.

Others will see this super-bill whenever they specify a visit to the chosen clinic. However, there is also a button on the tab that allows a person to see all the super-bills and choose items from them.

28.1.1.3Editing Super-Bill Items


Select a super-bill item. Then, click the Edit button. The Edit Pick-List dialog displays.



Figure 28 55: Edit Pick-List Dialog

You can do two things on this dialog: (1) rename the super-bill item (in the List Item Name field) and (2) change the associations (in the bottom panel).

When you rename the item, that changes the Narrative for the super-bill item.

You can add, edit, or delete associations for the super-bill item.

To add an association, click the Add button. The Add/Edit Pick List Association dialog displays.



Figure 28 56: Add/Edit Pick List Association Dialog

You can choose an association from the Lookup Table list or you search for a CPT (lower field).

The checkboxes at the bottom determine the additional requirements for the association. Associations are used to link additional PCC documentation with a super-bill item, such adding an education topic, a health factor, or an exam to the procedure.

When the Super-Bill item is listed in the Super-Bills panel, you click on its name and Items to Save dialog displays.





Figure 28 57: Items to Save Dialog

When you click Save (and the Education Topic is checked, the Add Patient Education Event dialog displays).





Figure 28 58: Add Patient Education Event Dialog

After you click Add, the topic is added to the Education panel on the Wellness window (after you change patients or leave and re-enter the EHR).





Figure 28 59: Check Boxes for Associations

When the Super-Bill item associations have the following checked:

Auto Add: you do not have a choice; it automatically adds the selected association to the Visit Services panel.

Default to Add: the association will be added to the Visit Services panel unless deselected on the Items to Save dialog.

Prohibit Duplication: you cannot add the same data element (like CPT) twice.

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