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EHR 5.6 System Administrator, File Maintenance, Template Editor, Template Import/Export

NEXTGEN Healthcare Information Systems, Inc Implementation & Training © Copyright, 2007 ALL RIGHTS RESERVED Confidential and Proprietary DO NOT COPY

V55 March 2010 Page 0 of 30

System Admin

Menu / View Universal Preferences Password requirements Advanced Audit Setup Significant Events System Info

Universal Preferences

New Equipment Preferences for Cardiology

General Preferences o Bypass entering Enterprise/Practice at login

If set to True Enterprise/Practice disappear from the Login screen Users are then prompted to confirm the enterprise/Practice with a new pop

up

EHR 5.6 Application Enhancements

NEXTGEN Healthcare Information Systems, Inc Implementation & Training © Copyright, 2007 ALL RIGHTS RESERVED Confidential and Proprietary DO NOT COPY V56 January 2010 Page 1 of 19

o Initial Module on close patient Inside the EHR when a user closes the patient by selecting FILE-CLOSE

PATIENT, the user’s initial module will automatically open. This preference works if the user has set up an Initial Module in the General

tab of the EHR and also if this Preference is set to true. Out if the box this preference is not turned on.

o JCAHO Requirements Does not appear to work

o System Message

System level message that will show when logging into

NEXTGEN®applications

It has a “real estate” limit, 75 characters will show It shows on one line only There is not any text wrapping Out if the box this preference is not turned on.



Reports o Alternate Report Path

Used for CCHIT, you can only get to reports in this folder from a template and permission can on that template/table

o Patient Report Path Is the location used when saving a Crystal report to a patient’s encounter. This needs to be set to a path in the clients system if they intend on saving

Crystal Reports to a patients encounter. The Crystal Reports are saved to this path are stored as PDF’s. Out if the box this preference is not turned on.



Password Requirements

Added Minimum pin length is 4

Advanced Audit Setup

New Audit tool Used for reporting purposes Scalable

o Allows farming or clustering Data is stored in a separate database Increased capacity to audit additional items Globally turned on in System Admin

o Select a Practice then select view/Advanced Audit Able to change items in EHR via Admin/ Advanced Audit Setup NG Audit is still a separate active utility



ADVANCED AUDIT REPORT TOOL



Significant Events

Available for EPM, ICS and now for EHR o Reduce dependency on Active Stations table

This is very important for larger clients. The less dependency on the Active Stations Table the quicker and smoother the system will run.

o Enterprise level reporting o Use report filtering in the EHR to customize Significant Reports o Save/Memorize Custom Significant Event Reports o Group rights control access to Significant Events Reporting o Include Events

– Chart Accessed/Created/Modified in EMR – Summary Data

Viewed/Created/Modified/Deleted – Invalid Login Attempt - PIN – Invalid Login Attempt - Username/Password – Valid Login – Valid Logout - EMR – Person/Patient Lookup Criteria – Allergy Resolved

– Diagnosis Resolved – Medication Renewed – Medication Stop – EMR Report Viewed – EMR Report Exported – Crystal Report Viewed – Encounter Locked – Encounter Unlocked

EHR 5.6 System Admin, File Maintenance, Template Editor, Template Import/Export

NEXTGEN Healthcare Information Systems, Inc Implementation & Training © Copyright, 2007 ALL RIGHTS RESERVED Confidential and Proprietary DO NOT COPY V56 October 2009 Page 6 of 30

System Info Enable Secure Lookup

Enable CCOW Context Management

Enable Time zone Functionality

When the secure lookup feature is enabled, users can perform secure lookups by entering a person's birth date or Social Security number in the Patient Lookup window in the EHR, EPM, ICS.

CCOW or Clinical Context Object Workgroup is an HL7 standard protocol designed to enable disparate applications to synchronize in real-time, and at the user-interface level. CCOW is the primary standard protocol in healthcare to facilitate a process called "Context Management." Context Management is the process of using particular "subjects" of interest (e.g., user, patient, clinical encounter, charge item, etc.) to 'virtually' link disparate applications so that the end-user sees them operate in a unified, cohesive way. It is vendor independent and allows applications to present information at the desktop and/or portal level in a unified way. CCOW is designed to communicate the name of the active user between various programs on the same machine.

The user should only need to log into one application, and the other applications running on the machine will “know” who is logged in.

System will recognize which time zone an end user is in when using a thin client. If fat client is in New York and thin client end users are in Los Angeles, their terminals will now reflect their correct time zone.

http://en.wikipedia.org/wiki/HL7

http://en.wikipedia.org/wiki/Context_Management



Group Rights and Permissions

Modules: View, Add, Update, Delete, Print Equipment

o Common Equipment Interfaced with NEXTGEN®

now can be security controlled be Group

File Maintenance

o New Tables Added Order AOE Answers

New table that allow picklists to be created and modified here and then later associated with AOE Question

Order AOE Questions

New tables that allow questions to be linked to specific labs by Vendor

Test Favorites

In File Maintenance this displays as “Order” Test Favorites

Table is responsible for creation of Test Favorite lists

These lists can then be associated by: Practice, Provider, Specialty,

and NEXTGEN Compendium

Task Workgroups

Practice Level Master File

EPM, EHR and ICS Workgroups are now integrated

o Several tables have been renamed or recycled from “Lab” to “Order”

New Orders module now includes Labs and Radiology interfaces



Medical Records

o Orders Lab Module access has been renamed to “Orders”

Rosetta Holding Tank o New Utility o Combination of LabAssign and DocAssign o Purpose of the Utility is to Hold unmatched Documents

and Labs that have been sent to the EHR via an Interface.

Operations: True or False Administration: Advanced Audit Setup

o Controls whether or not users can change the Advanced Audit setup inside the EHR Admin menu

o If this preference is set to True users can add or remove Tables in the Practice that are being Audited.

CCOW Context Management

o Enables/disables Groups of Users to use the CCOW application Sync from the System Info setup.

o If set to yes, Users will be able to use the Single sign on with applications defined in the setup

o Is set to no, Users will not be able to use the Single Sign On with applications defined in the setup

Create Duplicate Person

o Long requested Right, this setting will allow/disallow Group to add a duplicate person in the Database.

o Duplicate Persons can be created if the SSN matches more than one person.



Crystal Reports

o Access- Users are able to run Crystal reports o Save to Chart- Crystal reports can now be saved to the Patients

EHR encounter chart. o Setup- Reports can be added here into the system, once added

if Users have the access right they can run these reports and /or save to the Patient’s encounter chart.

EHR Documents: Edit Category Selections

o This preference can be used to allow/disallow Users in this Group to add a document to a category when saving a Document from within the EHR that has been generate from the Document module.

o If set to True, Users within this Group can manually add/remove the Document to an EHR category.

EHR Reporting Tool: Significant Events Reporting

o Preference allows users to access Significant Events reporting filter inside the EHR File-Reports-Significant Events option.



EHR Toolbar

o Modify Own This preference allows User within this Group to

Add/Remove icons from their EHR Top Toolbar o Set Default

For Practice Level, set default for all Users of the Practice

o Both Preferences are turned off Out of the Box



Faxing o Edit Area Code Rules

Allows Users to adjust Area Code Rules that originate From the Fax Manager set up.

Only Administrators should have this right o Update Phone Number

This actually refers to updating the Fax # inside the EHR application Changing the number in the EHR Send Fax will not change the Fax number that

is stored in File Maintenance.

Order Result Signoff

o Replacing the Lab Signoff Right This right is for the Providers Group

Orders

o Modify Provider Test Favorites Allows the Users within this Group to manually

Modilfy Provider test favorites within the EHR Order Module

There is a separate right in File Maintenance that allows only Providers to modify Provider Test favorites.



PAQ o New Rights added to allow User Groups access/remove access

from Accepting, Reassigning and Rejecting. o Ability to limit control by User Group instead of allowing full access

to Users if they have an assigned relationship o The Workflow Manager can still be utilized to assign access rights to

Provider delegates

Rosetta Holding Tank

o View Orphaned Results Replacing LabAssign Rights An interfaced item becomes “Orphaned” when the result is

returning to the EHR and lost the Enterprise or Practice that it should be assigned to. A user needs to log into the Rosetta Holding Tank and “claim” the orphaned result into an Enterprise/Practice.

Workflow: Allow EPM Task Generation from EHR

o This preference allows users to send the EPM a task that originates inside the EHR

o Tasks from EHR Templates can also be sent to the EPM if they are set up to function in that way.



File Maintenance

EHR Master Files- System

New Table Option Do not refresh list after updating data, if this option is selected, the data will not refresh in the

File Maintenance window until you close the window and reopen

ICD9 Codes Diagnosis Expiration Dates added

o Codes disappear in EHR once Expired o Codes saved to Patients chart will remain viewable

DIAGNOSIS EXPIRATION DATES



Order Tables Replaced/New 5.5 Lab tables

o Order AOE Answers (New) o Order AOE Questions (New) o Order Components o Order Result Notifications o Order Test Favorites o Order Tests

This will be cover in EHR 5.6 Orders

Practice Preferences New Look and feel

o List instead of Tabs List items will not resort like the Tabs used to in Version 5.5 and before.



EHR o Save zoom level for Images

Applies to EHR and ICS Images o Allow 8 Diagnosis

Applied to EHR Procedure Module o Allow patient procedure actitivy against a locked encounter from the EPM or external

source If Biller correct a charge in EPM, this preference will allow the charge to flow

into the EHR o Set encounter date to billable date for new encounters

o Storage locations by Practice, see Storage Locations maser file to set up EHR locations for storage:

Documents Images Notes Patient Emails Patient Reports

o Appearance and display options (EHR)

Top toolbar

Title bar attribute 1






Enable MDI Tabs

This option allows user in the Practice to toggle between open items in the EHR

Application look

Colors and appearance Microsoft Office 2003



Microsoft Windows XP

Microsoft Visual Studio 2005



Microsoft Office 2007- Aqua

Microsoft Office 2007- Blue



Microsoft Office 2007- Silver



General

Medication

o New List item, combined medication settings Use new medication module Erx: always send generic name if not DAW Enable Standard Sigs Enable Sig Overide



Storage Locations

New Options o EHR Storage Locations

Used with EHR tab of Practice Preferences



Template Import/Export

Updated User Interface, Tabs

Ability to Stop process

Verify Process



Template Editor Copy/Paste Fields and Triggers

o These options are only available from within one Template. Triggers and fields cannot be copied from a shared Template at this time.

Triggers on Label

o Triggers can now be placed on a Label Enable Click

o Enable labels to be clicked on the Template, it is now an object, not just part of the background.



SIMPLE NUMBER PAD

o This new number pad has only the number 0-9 as available options to be chosen. This number pad resembles a basic calculator.

SIMPLE NUMBER PAD



Banners on Data Grids

SIMPLE NORMAL

BANNER SUPPORT



New Event Trigger: Click/Entry



New Template Type: Sidebar Template

New Field Option: Lab Order

CLICK\ENTRY EVENT

SIDEBAR TEMPLATE



Miscellaneous

Change Display Name on KBM Locked Templates

Template Cache Template Cache Resides on Server Reduces Load on DBMS Template Cached when Saved in TE On Demand Cache from TE Cache One or Multiple Templates