insync product release notes august 2014 · 2014-08-20 · insync product release notes—august...

InSync Product Release Notes—August 2014

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Contents Page

Introduced Lab Trending Feature ................................................................................................................................ 3 Viewing Detail Trending From Dashboard .............................................................................................................................................. 3 Viewing Quick Trending and Detail Trending From Facesheet or Encounter ......................................................................................... 3 Viewing Notes for Received Lab Results on Result Trending Screen ...................................................................................................... 4 Identifying Abnormal Values on Result Trending Screen ....................................................................................................................... 5 Printing Lab Letter for Patient’s Test Results .......................................................................................................................................... 6 Configuring Lab Letter for Patient’s Test Results .................................................................................................................................... 7 Exporting Result Trends to Excel ............................................................................................................................................................ 8

Lab Results Graphs in 2-D and 3-D............................................................................................................................... 9

Meaningful Use Stage – 2 Reminders ........................................................................................................................ 10 Configuring MU Stage Number (1 or 2) on Practice Defaults Screen ................................................................................................... 10 Accessing MU Stage-2 Reminders/Alerts From Facesheet ................................................................................................................... 11

Introduced Claim Scrubber Module for Prechecking Claims ....................................................................................... 13 Enabling Claim Scrubber ....................................................................................................................................................................... 13 Assigning Access to Claim Scrubber ...................................................................................................................................................... 13 Prechecking (Scrubbing) Single Claim ................................................................................................................................................... 15 Prechecking (Scrubbing) Multiple Claims in a Batch ............................................................................................................................. 17 Switching Between Screens While Correcting Details of Erroneous Claims ......................................................................................... 18

New Workflow on Patient Portal to View or Download Clinical Summary and Message to Provider’s Office ............... 20

Printing Custom Clinical Forms From SOAP Note ....................................................................................................... 23 Using Symbols on Custom Clinical Forms ............................................................................................................................................. 24 Allowed Patient Portal User to View Custom Clinical Form ................................................................................................................. 26

Enhanced Direct E-mail Feature ................................................................................................................................ 27 Enabling Direct E-mail Feature ............................................................................................................................................................. 27 Mapping Direct E-mail Users ................................................................................................................................................................ 27 Choosing Different Account When Sending Direct E-mail .................................................................................................................... 28 Configuring Direct E-mail Address Book ............................................................................................................................................... 29

Introduced Referral Letter Report ............................................................................................................................. 29

Allowed Copying Claim Details From Previous Claim ................................................................................................. 30

License Agreement and Business Associate Agreement ............................................................................................. 31

Other Changes in Charting ........................................................................................................................................ 33 Introduced Guarantor Information on Visit Details Popup for Quick Reference.................................................................................. 33 Added Sorting Option to Previous Encounters and Problem List Panels in Diagnosis .......................................................................... 33 Added Notes Field to Treatment Plan .................................................................................................................................................. 34 Added License Type Field to Practice Management Screen ................................................................................................................. 35 Displaying Medication in Discontinued Medication(s) Section ............................................................................................................ 36 Added “Export to CSV” Button to Appointments Report ..................................................................................................................... 37 Generating Immunization Due Letter Report for Maximum 5 Items ................................................................................................... 38 Generating Health Maintenance Due Letter Report for Maximum 5 Items ......................................................................................... 39 Allowed Multiline Notes in Chief Complaints/History of Present Illness .............................................................................................. 39 Entering Minimum 2 Characters in Patient Smart Search .................................................................................................................... 40

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Other Changes in Billing............................................................................................................................................ 41 Changes on Patient Statements Screen ................................................................................................................................................ 41 Allowed Multiple User Selection in Billing Reports .............................................................................................................................. 41 Importing Patient Location and Visit & Procedure Codes Notes in New Charge Notes ....................................................................... 42 Added “Details by Payer” Option to Insurance Payment Deposit Slip ................................................................................................. 43




INTRODUCED LAB TRENDING FEATURE Lab Trending is the most vital feature introduced to identify lab trends. This feature allows you to review tests ordered for a patient over a period of time by comparing test results. The 2 types of trending are Quick Trending and Detail Trending. Quick Trending allows you to review results of a specific test at a time, and Detailed Trending allows you to review all test results for a specific order.

VIEWING DETAIL TRENDING FROM DASHBOARD

Detail Trending displays result trends for all tests ordered for a patient. You can select an appropriate test from the left pane to view the trending in the right pane. When you review the test result on the Dashboard, you can use the Detail Trending icon (to the left of the Save button) to review result trends for all the ordered tests.

To view Detail Trending option on Dashboard

1. Log in to InSync. 2. On the Dashboard, click New in the eResult section. 3. Expand the test result by clicking the plus sign (+).

4. Locate the Detail Trending icon ( ), to the left of the Save button.

Figure 1. Viewing Detail Trending Option on Dashboard

VIEWING QUICK TRENDING AND DETAIL TRENDING FROM FACESHEET OR ENCOUNTER

Quick Trending displays result trends for a specific test ordered for a patient. On the patient’s Facesheet, when you access the Results/Order Queue section, the system allows you to access both Quick Trending and Detail Trending. The Quick Trending icon displays in the Order Name panel, and the Detail Trending icon displays at the bottom, to the left of the Save button.

To view Quick Trending option on Facesheet

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Edit an in-progress encounter. 4. Click the Results/Order Queue link. 5. Select the Results tab. 6. Expand the test result by clicking the plus sign (+).

7. Locate a Quick Trending icon ( ) in the Order Name panel.




Figure 2. Viewing Quick Trending Option on Facesheet

VIEWING NOTES FOR RECEIVED LAB RESULTS ON RESULT TRENDING SCREEN

The Result Trending screen displays the notes received from the lab while results are being downloaded. On the

Result Trending screen, hover your mouse pointer over the Notes icon ( ) to reveal the notes.

To view notes received in lab results on Result Trending screen


4. Click the Detail Trending icon ( ), to the left of the Save button.

5. Hover the mouse pointer over the Notes icon ( ).




Figure 3. Viewing Notes for Received Lab Results on Result Trending Screen

IDENTIFYING ABNORMAL VALUES ON RESULT TRENDING SCREEN

Normal test results are displayed in black text, abnormal results in red. A red Up arrow ( ) indicates a result above the specified normal range, and a red Down arrow ( ) indicates a result below the specified normal range.

To identify abnormal values on Result Trending screen


4. Click the Detail Trending icon ( ), to the left of the Save button. 5. Locate the red Up and Down arrows.




Figure 4. Identifying Abnormal Values on Result Trending Screen

PRINTING LAB LETTER FOR PATIENT’S TEST RESULTS

The Lab Letter link appears on the far right-hand side of the Result Trending screen. Clicking this link pulls up the lab test results of the selected order along with the preconfigured letter format. You can print the letter and send it to the patient.

To print lab letter for patient’s test results


4. Click the Detail Trending icon ( ), to the left of the Save button. 5. On the Result Trending screen, click the Lab Letter link (top right). 6. The preconfigured letter opens with the lab test results. 7. To print the lab letter, click the Print button (top left).




Figure 5. Printing Lab Letter for Patient’s Test Results

CONFIGURING LAB LETTER FOR PATIENT’S TEST RESULTS

The lab letter printed from the Result Trending screen can be configured in the SOAP Note Configuration section. (SOAP is an acronym for Subjective, Objective, Assessment, Plan.)

To configure lab letter

1. From the left menu items, select Administration > Configuration > SOAP Note & Letters. 2. In the Configuration Type field, select Lab Letter from the drop-down list. 3. Add letter type and click the Add icon. 4. Click the Template Configuration link. 5. Enter the details that you want to display on the lab letter. 6. Click Save.




Figure 6. Configuring Lab Letter

EXPORTING RESULT TRENDS TO EXCEL

The Excel icon ( ) icon in the top right corner of the Result Trending screen can be used to export the trends for the selected order. On clicking the Excel icon, you can export the result trends to excel file.

To export result trends to excel


4. Click the Detail Trending icon ( ), to the left of the Save button. 5. On the Result Trending screen, click the Excel icon (top right).

Figure 7. Printing Readings Displayed on Result Trending Screen




LAB RESULTS GRAPHS IN 2-D AND 3-D You can view the graphical representation of result trends in 2-dimensional (2-D) or 3-dimensional (3-D) format. When you hover your mouse pointer over the plotting points, a small screen pops up with details that include accession number, test name, result value, units, reference range, abnormal flags, and order date. Click the 2-D or 3-D option (top right corner of screen) to switch from one format to the other.

To view result graphs in 2-D or 3-D


4. Click the Detail Trending icon ( ), to the left of the Save button.

5. On the Result Trending screen, click the graph icon ( ) for any test from the left pane. 6. A screen shows the trends in graphical format. 7. Look at the top right corner of the screen:

To view the 2-D graph, select the 2-D option.

To view the 3-D graph, select the 3-D option.

Figure 8. Viewing the 2-D Graph for Result Trends




Figure 9. Viewing the 3-D Graph for Result Trends

MEANINGFUL USE STAGE – 2 REMINDERS Included here are changes related to Meaningful Use.

CONFIGURING MU STAGE NUMBER (1 OR 2) ON PRACTICE DEFAULTS SCREEN

Added to the Practice Defaults screen is the Meaningful Use Settings panel, which allows you to configure MU stage (1 or 2) for your practice’s providers, individually or all at once. By default, the MU Stage-1 is configured for all the providers. To configure MU stage for different providers

1. On the top menu bar, click Admin. 2. In the Practice Management tab, click the Practice Defaults link. 3. Expand the Meaningful Use Settings panel.

Note: The Meaningful Use Reminder Display option was previously available in the Practice Default Settings panel, which is now shifted to the Meaningful Use Settings panel.

4. Then:

To configure a single MU stage (either 1 or 2) for all providers, select the appropriate MU stage number from the Select Meaningful Use Stage for All Providers field.

To configure MU stage on a provider-by-provider basis, select an appropriate MU stage number from each provider’s drop-down list.




5. Click Save.

Figure 10. Added Meaningful Use Settings Panel to Practice Defaults Screen

ACCESSING MU STAGE-2 REMINDERS/ALERTS FROM FACESHEET

When you end an encounter, a Meaningful Use reminder panel is displayed on top. On expanding the panel, you can see listed the actions that must be taken to fulfill the MU criteria. Configuring the MU stage on the Practice Defaults screen allows you to view the actions necessary for whichever MU stage (1 or 2) is configured.

Note: The Meaningful Use reminder panel displays only if the End or Both option is configured on the Practice Defaults screen.

To view MU reminders (reminders of actions that must be taken to fulfill MU criteria)

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Edit an in-progress encounter.

4. Click the End Encounter icon ( ). 5. In the Meaningful Use panel, locate the Action column (right side of grid) and perform the actions needed

to fulfill the MU criteria. Note: MU alerts can also be accessed from the Facesheet by clicking the MU icon (top right corner). (Refer to Figure 12.)




Figure 11. Displaying Meaningful Use Stage Reminder When Ending an Encounter

Figure 12. Accessing MU Alerts From Facesheet

The system also redirects you on the configured stage number when you access the Meaningful Use Stage Report.

To access Meaningful Use Stage Report

1. From the top menu bar, click Meaningful Use. 2. Two tabs are displayed: Meaningful Use Stage-1 Report and Meaningful Use Stage-2 Report. The pointer

redirects to the stage number that is configured on the Practice Defaults screen.




Figure 13. Meaningful Use Stage Report

INTRODUCED CLAIM SCRUBBER MODULE FOR PRECHECKING CLAIMS The added Claim Scrubber module can be used to reduce the practice’s claim rejection rate and maximize its revenue based on payer and service types. This module ensures the accuracy of claim details by quickly verifying that the charges entered in the system are compliant with insurance-based edits, including appropriate CPT (Current Procedural Terminology) codes, diagnosis codes, modifiers, and amounts billed for given payers. This helps reduce rejections and maximize receivables.

Note: In this release, the Claim Scrubber module can be used only for professional claims (HCFA), not for institutional claims (UB04).

ENABLING CLAIM SCRUBBER

You must contact MDOL EMR Support to enable Claim Scrubber in your system.

ASSIGNING ACCESS TO CLAIM SCRUBBER

Once Claim Scrubber is enabled in your system, you must assign users, role-based access to Claim Scrubber. On the Role & Permission Management screen, the Claim Scrubber option is added in the Billing Module section.




To assign access to Claim Scrubber

1. From the left menu items, select Administration > Roles & Permissions. 2. On the Role & Permission Management screen, select a role (from the drop-down list) to be assigned

access to Claim Scrubber. 3. Next to the Billing module, click Manage Privileges. 4. Locate the Claim Scrubber function at the bottom of the list.

Figure 14. Assigning Access to Claim Scrubber Feature




PRECHECKING (SCRUBBING) SINGLE CLAIM

You can scrub either single claim or multiple claims in a batch. You can scrub a claim individually when generating a new charge. On the New Charge screen, the Validate button is renamed the Validate and Scrub Claim button. This new button prechecks (scrubs) a claim before the claim is saved in the system. If you do not want to scrub the claim when generating the charge, you can do it later, on the Claims Processing screen.

To scrub (precheck) a claim, on New Charge screen

1. On the top menu bar, click New Charge. 2. Select a patient. 3. In the Billing Type field, select the HCFA (Professional) option from the drop-down list. 4. Enter the charge details. 5. Click the Validate and Scrub Claim button. (Refer to Figure 15.) 6. The Claim Scrub Result screen (refer to Figure 16) appears and displays the status (success or failure). 7. To view the claim error, expand the claim details by clicking the specific claim in the grid. (Refer to Figure 17.) 8. In the Error Action column (refer to Figure 17), remarks indicate that the claim can be rejected. You can

correct the claim details for the errors shown and scrub the claim again.

Figure 15. Scrubbing a Claim on New Charge Screen




Figure 16. Viewing Status of Scrubbed Claim(s)

Figure 17. Viewing Claim Error(s)




PRECHECKING (SCRUBBING) MULTIPLE CLAIMS IN A BATCH

You may not want the hassle of scrubbing claims individually. Instead, you may want to scrub multiple claims in a batch you have generated. On the Claims Processing screen, the Scrub Status column indicates the status of any claims. Hovering your mouse pointer over the Status icon reveals any claim error details. Status types are:

Error This scrubbed claim has an error. Hover the mouse pointer to view the error details.

Warning This scrubbed claim has an error. Hover the mouse pointer to view the error details.

No error This scrubbed claim does not have an error. The claim is ready to be transmitted.

Claim not scrub The claim is not yet scrubbed. Select any such claims and click the Scrub Claims button for prechecking before transmitting to clearinghouse.

Note: * The Error Severity field is added as a filter option. * New legends are added in the Legends link in the top right corner. * The Scrub Status column is added to show the status of claims for scrubbing.

To scrub (precheck) multiple claims in a batch, on Claims Processing screen

1. From the left menu items, select Billing > Claims Processing. 2. Select a patient. 3. In the Billing Type field, select HCFA (Professional) option. 4. Based on the search criteria, filter the claims. 5. Select the claim(s) and click the Scrub Claims button.

Figure 18. Scrubbing Multiple Claims in a Batch, on Claims Processing Screen




SWITCHING BETWEEN SCREENS WHILE CORRECTING DETAILS OF ERRONEOUS CLAIMS

When scrubbing multiple claims on the Claims Processing screen, you can switch to the New Charge screen to

correct any claim details. On the Claims Processing screen, hovering the mouse pointer over an Error icon ( ) in the Scrub Status column reveals an error code and an error description. Clicking “Click here to view claim details” takes you to the New Charge screen. After correcting the claim details there, you can click the Back to Claims Processing link at the bottom.

To switch between screens while correcting details of erroneous claims

1. From the left menu items, select Billing > Claims Processing. 2. Select a patient. 3. In the Billing Type field, select the HCFA (Professional) option. 4. Based on the search criteria, filter the claims.

5. Hover the mouse pointer over an erroneous claim ( ). 6. Refer to the error code and the error description in the popup and then click the “Click here to view claim

details” link (refer to Figure 19) to switch to the New Charge screen to correct the claim details. 7. On the New Charge screen, correct the claim details for the identified errors and then click the Validate

and Scrub Claim button. 8. Once the claim is successfully validated, click the Save & Generate button. 9. Click the Back to Claims Processing link. (Refer to Figure 20.)




Figure 19. Option to Switch to New Charge Screen

Figure 20. Option to Go Back to Claims Processing Screen




NEW WORKFLOW ON PATIENT PORTAL TO VIEW OR DOWNLOAD CLINICAL SUMMARY

AND MESSAGE TO PROVIDER’S OFFICE When a patient portal user opens an InTouch application after an encounter is ended, the user sees a screen for viewing or downloading a clinical summary. The user can view or download the summary before accessing the application. After the summary is viewed or downloaded, a screen appears for the patient portal user to discuss sensitive health related issues with a provider through secure messaging. When the patient portal user views or downloads clinical summary, the system automatically increases the numerator for Meaningful Use Stage-2 “Core 7B: Patient Electronic Access - View, Download, Or Transmit. Likewise, when the patient portal user performs secure messaging with provider, the system automatically increases the numerator for Meaningful Use Stage-2 “Core 17: Use Secure Electronic Messaging” respectively.

To view or download clinical summary in InTouch

1. Login to InSync. 2. Start an encounter for a particular patient. 3. Record charting elements. 4. End the encounter. 5. Login to InTouch with the same patient. 6. A screen appears with options to view or download clinical summary (Refer to Figure 21.) 7. Click View or Download (Refer to Figure 22.) 8. Close the C-CDA File used to view clinical summary. 9. Click Next. 10. Enter the details to send to practice user and select the “By checking here…” check box (Refer to Figure

23.) 11. Click the Health Dashboard button.




Figure 21: Options for Viewing or Downloading Clinical Summary




Figure 22: Viewing Clinical Summary




Figure 23: Acknowledging Receipt of Clinical Summary

PRINTING CUSTOM CLINICAL FORMS FROM SOAP NOTE You can already print custom clinical forms one by one from the More option on the Facesheet; now you can also print all custom clinical forms associated with a particular encounter in one go, from the SOAP note.

To print custom clinical forms all together

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name.

3. Click the SOAP Note icon ( ) for any in-progress encounter. 4. At the end of the SOAP note, locate the Custom Clinical Form(s) checkbox, which is selected by default. 5. Click Preview and Print.




Figure 24. Printing Custom Clinical Forms All Together

USING SYMBOLS ON CUSTOM CLINICAL FORMS

When configuring a clinical form on the Form Builder screen, you can copy any symbol from the following table and paste it into the form.

To add a symbol to a custom clinical form

1. From the left menu items, select Administration > Configuration > Form Builder. 2. On the Form Builder screen, select the Text option. 3. Copy a symbol from the following table and paste it into the box.




Symbol Description

† Dagger

‡ Double Dagger

‹ Left Single Angle Quotation Mark

‘ Left Single Quotation Mark

’ Right Single Quotation Mark

“ Left Double Quotation Mark

” Right Double Quotation Mark

• Small Bullet

– En Dash

— Em Dash

™ Trademark Symbol

› Right Single Angle Quotation Mark

Nonbreaking Space

¡ Inverted Exclamation Point

¦ Broken Vertical Bar

© Copyright Symbol

ª Feminine Ordinal Indicator

« Left Angle Quotation Mark

¬ Not Sign

Soft Hyphen

® Registered Symbol

° Degree

² Superscript 2

³ Superscript 3

µ Micro Sign

¶ Pilcrow (Paragraph Sign)

· Middle Dot

¹ Superscript 1

º Masculine Ordinal Indicator

» Right Angle Quotation Mark

¿ Inverted Question Mark

℅ Care Of

ⁿ Superscript n

§ Section Mark

¨ Inverted Question Mark

― Horizontal Bar

‣ Triangle Bullet

‾ Overline

‼ Double Exclamation Point




№ Number Word

♠ Spades Card Suit

♣ Clubs Card Suit

♦ Diamonds Card Suit

♥ Hearts Card Suit

← Left Arrow

→ Right Arrow

↑ Up Arrow

↓ Down Arrow

♀ Female Indicator

♂ Male Indicator

♩ Quarter Note

♪ Eighth Note

♬ Two Eighth Notes

♭ Flat

♯ Sharp

↔ Left–Right Arrow

↕ Up–Down Arrow

≤ Less Than or Equal To

≥ Greater Than or Equal To

< Less Than

> Greater Than

ALLOWED PATIENT PORTAL USER TO VIEW CUSTOM CLINICAL FORM

The patient portal user can view the custom clinical form you have created. Once the patient portal user logs in,

the Custom Clinical Form icon ( ) appears next to the encounter. Hovering mouse pointer over the icon displays all the clinical forms created for that encounter.

To view custom clinical form from patient portal login

1. Log in to InTouch.

2. On the My Health Dashboard screen, click the Custom Clinical Form icon ( ). 3. All custom clinical forms created for that encounter are listed. 4. Click a specific link to open the appropriate form.




Figure 25: Viewing Custom Clinical Form From Patient Portal

ENHANCED DIRECT E-MAIL FEATURE The Direct E-mail feature is enhanced with added functions—mapping users, creating group IDs, creating an address book, sending e-mail from multiple IDs, and so forth. Once you enable the Direct E-mail feature in your system, you can use all these functions.

ENABLING DIRECT E-MAIL FEATURE

You must contact MDOL EMR Support to enable the Direct E-mail feature in your system.

MAPPING DIRECT E-MAIL USERS

Once the Direct E-mail feature is enabled, your practice administration user can use the Direct E-Mail User Management screen to monitor who is accessing the Direct E-mail feature. A single Direct e-mail address can be mapped to many users. Likewise, a single user can have multiple Direct e-mail addresses.

To manage Direct users

1. From the left menu items, select Administration > Configuration > Direct E-mail User Management. 2. Appearing on the Direct E-mail User Management screen is a list of configured users. 3. Click the Edit Record icon for a particular e-mail ID. 4. In the Role field, select the role(s) from the drop-down list. Users with the roles selected can send or

receive e-mails on the selected Direct e-mail ID. 5. In the Direct Users field, select the user(s) from the drop-down list. The selected users can send or receive

e-mails on the selected Direct e-mail ID.




Figure 26. Managing Direct E-mail Users

CHOOSING DIFFERENT ACCOUNT WHEN SENDING DIRECT E-MAIL

Users who are mapped with multiple Direct accounts can use any one of these accounts when sending an e-mail. Each of these users can select an appropriate e-mail ID in the From Account field at the top.

To choose an e-mail ID when composing a Direct e-mail

1. Log in to InSync. 2. On the Dashboard, click the Direct E-mail button. 3. Select the Compose tab. 4. In the From Account field, select an ID from which to send an e-mail.

Figure 27. Choosing Different Account When Sending Direct E-Mail




CONFIGURING DIRECT E-MAIL ADDRESS BOOK

Users who have access to the Direct e-mail feature can configure the Direct e-mail address book.

To configure Direct e-mail address book

1. From the left menu items, select Administration > Configuration > Fax / Direct E-mail Address Book. 2. On the Fax/Direct E-mail Address Book Configuration screen, enter First Name, Last Name, Display Name,

and Contact Type. 3. Enter the Direct e-mail address. To add another e-mail address for this user, click the plus sign (+). 4. Click Save.

Figure 28. Configuring Direct E-mail Address Book

INTRODUCED REFERRAL LETTER REPORT You can use the new Referral Letter Report feature to generate the report for all referral letters you have sent through the Treatment Plan. Use From Date, To Date, Patient, Provider, and Illness as filter criteria.

To generate Referral Letter Report

1. From the left menu items, select Reports > Utilization Reports > Referral Letter Report. 2. Filter the details based on reporting period, patient, provider, and illness. 3. Click Generate Report.




Figure 29. Introduced Referral Letter Report

ALLOWED COPYING CLAIM DETAILS FROM PREVIOUS CLAIM Now, when creating a new claim, you can copy claim details from any previous claim of the same patient. When

you select a patient with a previous claim, a Copy Previous Claim Details icon ( ) appears next to the Patient Search field on the New Charge screen. Hovering mouse over this icon reveals all previous claims. You can select the source claim from which the claim details—Additional Claim Information, Referring Physician, CPT/Modifier, ICD Code(s), NDC, Ordering Physician, and Supervising Physician—are to be copied.

To copy claim details from previous claim

1. On the top menu bar, click New Charge. 2. Select a patient.

3. If the patient has a previous claim, the Copy Previous Claim Details icon ( ) appears.

4. Move your mouse pointer over the Copy Previous Claim Details icon ( ). 5. From the list displayed, click a claim number to view the claim details. 6. Select the claim from which you want to copy the claim details. 7. The claim details—Additional Claim Information, Referring Physician, CPT/Modifier, ICD Code(s), NDC,

Ordering Physician, Supervising Physician—are selected by default. Deselect any you do not want to copy. 8. Click the Copy Previous Claim Info button.




Figure 30. Copying Claim Details From Previous Claim

LICENSE AGREEMENT AND BUSINESS ASSOCIATE AGREEMENT The user logging in to InSync is prompted to sign the License Agreement and the Business Associate Agreement. The user can click the “I Agree” button after reviewing these agreements. The License Agreement can also be printed, as required. Once the user has signed the agreements, the system never prompts the user with these screens again. To sign the agreements later, the user can click Close and continue working with the application.




Figure 31. MD On-Line Terms of Use & Account Agreement

Figure 32. MD On-Line Business Associate Agreement




OTHER CHANGES IN CHARTING Included here are other changes made in the Charting section.

INTRODUCED GUARANTOR INFORMATION ON VISIT DETAILS POPUP FOR QUICK REFERENCE

Users can view patient details, including guarantor name and patient middle name, in the Visit Details popup on the Scheduler screen. This helps the user to quickly hover the mouse pointer over the Visit Details popup to view guarantor information.

To view guarantor information on Visit Details popup

1. On the top menu bar, click Scheduler.

2. In the Visit Details column that corresponds to the scheduled appointment, click the icon to view the visit details.

Figure 33. Guarantor Name on Visit Details Popup

ADDED SORTING OPTION TO PREVIOUS ENCOUNTERS AND PROBLEM LIST PANELS IN DIAGNOSIS

On the Diagnosis screen, the Sorting feature appears in the Previous Encounter(s) panel and the Problem List panel. Users can sort all the columns in these panels.

To view Sorting feature on Diagnosis screen

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Edit the in-progress encounter. 4. From the links displayed at the top, click Diagnosis. 5. Expand the Previous Encounter(s) panel or the Problem List panel. 6. Use the Sorting feature on any column.




Figure 34. Sorting Feature in Previous Encounter(s) Panel

Figure 35. Sorting Feature in Problem List Panel

ADDED NOTES FIELD TO TREATMENT PLAN

Similar to the other charting elements, the General Notes section is added to the Treatment Plan. This helps users enter any general notes related to a patient’s treatment. These notes are printed on the SOAP note.

To add general notes to Treatment Plan

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Edit the in-progress encounter. 4. From the links displayed on top, click Treatment Plan. 5. Place the cursor above the General Notes section. 6. Enter any notes or descriptions. 7. Click Close.




Figure 36. Adding General Notes to Treatment Plan

ADDED LICENSE TYPE FIELD TO PRACTICE MANAGEMENT SCREEN

Users can select practice license type (EMR only, PM only, EMR & PM) from the Practice Management screen.

To record license type

1. From the left menu items, select Administration > Practice.

2. Click the Edit Record icon ( ) prior to the practice name. 3. In the Practice Management tab, select the appropriate option in the License Type field. The options are

EMR only, PM only, and EMR & PM. 4. Click Save.




Figure 37. License Type Option on Practice Management Screen

DISPLAYING MEDICATION IN DISCONTINUED MEDICATION(S) SECTION

Previously, when you discontinued medication the same day, the medication information was displayed only in the Prescribed Medication(s) section. Now it is also displayed in the Discontinued Medication(s) section.

To view same-day discontinued medication in Facesheet and SOAP note

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Start a new encounter. 4. Click the Medications/Allergies link. 5. Click the Prescribe Medications button. 6. On the NewCrop site, discontinue the medication prescribed the same day and click Close. 7. On the Medications/Allergies screen, note that the medication is listed in the Discontinued Medication(s)

section. (Refer to Figure 38.)

8. Click the SOAP Note icon ( ). On the SOAP note, note that the medication is listed in the Discontinued drug(s) section. (Refer to Figure 39.)




Figure 38. Displaying Medication in Discontinued Medication(s) Section of Facesheet

Figure 39. Displaying Medication in Discontinued Drug(s) Section of SOAP Note

ADDED “EXPORT TO CSV” BUTTON TO APPOINTMENTS REPORT

Previously, when the “Export This Report ”option was used, the resulting report (in a CSV file) was untidy. Now, on the

Appointments Report, an “Export to CSV” button can be used to generate the report in CSV format.

To export CSV file from Appointments Report

1. From the left menu items, select Reports > Scheduler Reports > Appointments. 2. Set the filtration criteria. 3. Click “Export to CSV” button.




Figure 40. “Export to CSV” Button on Appointments Report

GENERATING IMMUNIZATION DUE LETTER REPORT FOR MAXIMUM 5 ITEMS

Previously, the system generated the Immunization Due Letter Report for all immunizations by default. Now, the user selects only those immunizations for which the report is to be generated. To generate the report, the user must select at least 1 immunization. A maximum of 5 immunizations can be selected.

To generate Immunization Due Letter Report

1. From the left menu items, select Reports > Utilization Reports > Immunization Due Letter. 2. In the Immunization field, select the checkboxes for the appropriate immunizations.

Note: You cannot select more than 5 immunizations. 3. Click Generate Report.

Figure 41. Immunization Due Letter Report




GENERATING HEALTH MAINTENANCE DUE LETTER REPORT FOR MAXIMUM 5 ITEMS

Previously, the system generated the Health Maintenance Due Letter Report for all screening items by default. Now, the user selects only those screening items for which the report is to be generated. To generate the report, the user must select at least 1 screening item. A maximum of 5 screening items can be selected.

To generate Health Maintenance Due Letter Report

1. From the left menu items, select Reports > Utilization Reports > Health Maintenance Due Letter. 2. In the Health Maintenance field, select the checkboxes for the appropriate screening items.

Note: You cannot select more than 5 screening items. 3. Click Generate Report.

Figure 42. Health Maintenance Due Letter Report

ALLOWED MULTILINE NOTES IN CHIEF COMPLAINTS/HISTORY OF PRESENT ILLNESS

Previously, the user could enter only a 1-line note in the Other section of the Chief Complaints/HPI screen. Now, the user can enter notes of more than 1 line.

To enter multiline notes on Chief Complaints/HPI screen

1. From the top menu bar, click Patient Search. 2. Click Facesheet next to the patient’s name. 3. Edit an in-progress encounter. 4. Click the Chief Complaints/HPI link. 5. Expand the recorded chief complaint.




6. Click the Other link (far right side).

Figure 43. Notes in Other Section of Chief Complaints/HPI Screen

ENTERING MINIMUM 2 CHARACTERS IN PATIENT SMART SEARCH

You must enter at least 2 characters in the patient’s Smart Search field to generate matching patient names.

To access Smart Search option

1. From the top menu bar, click Patient Search. 2. In the Smart Search field, type 2 or more characters. A list of matching patient names appears. Select the

name wanted.

Figure 44. Entering Minimum of 2 Characters in Patient Smart Search




OTHER CHANGES IN BILLING Included here are other changes made in the Billing section.

CHANGES ON PATIENT STATEMENTS SCREEN

The Patient Statements screen is enhanced with 5 minor changes. From the left menu items, select Billing > Patient Statements to open the Patient Statements screen. The changes are:

1. The No. of Statements field caption was changed to No. of Statement Printed/Transmitted. 2. The Search Excluded Records field caption was changed to List Excluded Patients. 3. The Print, Transmit, and Preview buttons were moved to the center. 4. The count in the No. of Statements column is displayed according to the transmission/printing period

selected. For example, if 6 statements are generated in total, and 2 of these occur in the specified transmission/printing period, then the number 2 is displayed in the column. However, hovering the mouse pointer over the Info icon reveals the details of all 6 claims.

5. The Export Patient List button is introduced to generate the Patient Statement Outstanding Report as an Excel file. You can save the exported file in your local folder.

Figure 45. Changes on Patient Statements Screen

ALLOWED MULTIPLE USER SELECTION IN BILLING REPORTS

Multiple users can now be selected in all billing reports: Daily Charges, Daily Payment, Daily Reconciliation, Detailed Payment, CoPayment, Unapplied Credit, Write-Off Payment, Claim Submitted, and Void. You can select 2 or more users at a time when generating or printing any billing report.




To view multiple user selection on Daily Charges Report (example)

1. From the left menu items, select Reports > Reconciliation Report > Daily Charges. 2. In the User field, locate the checkboxes for multiple user selection.

Figure 46. Multiple User Selection on Daily Charges Report (Example)

IMPORTING PATIENT LOCATION AND VISIT & PROCEDURE CODES NOTES IN NEW CHARGE NOTES

When booking an appointment, if you select patient location, it is displayed in the Notes section of the New Charge screen. Likewise, in Treatment Plan, if you select visit & procedure codes notes, they are displayed in the Notes section of the New Charge screen.

To view patient location and visit & procedure codes notes on New Charge screen

1. On the top menu bar, click Scheduler. 2. Book an appointment for the patient and add patient location. 3. From the Scheduler, start an encounter for the same visit. 4. Click the Treatment Plan link. 5. In the Visit & Procedure Codes section, enter the notes. 6. Click the More link for the same encounter and then click the Charge Detail link. 7. Find patient location and the Treatment Plan notes in the Notes section of the New Charge screen.




Figure 47. Viewing Patient Location and Visit & Procedure Codes Notes on New Charge Screen

ADDED “DETAILS BY PAYER” OPTION TO INSURANCE PAYMENT DEPOSIT SLIP

Previously, on the Insurance Payment Deposit Slip, only a “details by patient” report could be generated. Now you can also generate a “details by payer” report.

To generate “details by payer” report

1. From the left menu items, select Reports > Reconciliation Report > Daily Payments. 2. Select the Insurance Payment Deposit Slip tab. 3. Select the Details by Payer option and filter the report criteria. 4. Click Generate Report.

Figure 48: Insurance Payment Deposit Slip


insync product release notes august 2014 · 2014-08-20 · insync product release notes—august...

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