In clinics around the MHS, upwards of 70% of all flu shot workload credit is lost because the encounters are

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1 In clinics around the MHS, upwards of 70% of all flu shot workload credit is lost because the encounters are not documented within AHLTA. Let the Immunization Macro s PASBA approved coding engine do the work for you. All while completing encounters at speeds up to 250% faster than when done manually. Proper vaccine documentation automatically pushed to both the AHLTA encounter and the Immunization module complete with screening questionnaire, shot route, dose, serum, lot #, manufacture, expiration & VIS dates. 1. Automatically create Flu Shot encounters in AHLTA in 2 mouse clicks. 2. Ensure accurate DX and CPT codes used for every encounter, every time. 6. Automatically updates the AHLTA Immunization Module too. 5. Macro self updates, ensuring you always have the latest features. 3. Use the Imms Macro to create encounters for any other immunization as well. 4. Customize the immunizations specific to your clinic. 1. AHLTA 3.38/CF 10.1 support added for 2017 Flu Season. 2. Additional Providers can now be included, ensuring coding credit to Supervising Providers. 3. Document over 10+ Shots Simultaneously, all admin codes and units of service automatically updated. 4. Well Baby Exams can be captured, complete with correct DX and E&M codes. 5. User Requested features added such as Help videos, Office 2013 support, & pre AHLTA Coding Preview option. 1

2 The Immunization Macro is a powerful tool that can ensure proper patient documentation, maximize workload credit, as well as save your clinic countless hours in vaccine charting. The macro only takes a few minutes to set up, and before long you will automate Flu Shots, as well as any other type of vaccine, in both the AHLTA encounter and immunization module. Have a colleague you the Immunization macro. In consists of a Word document and an Excel spreadsheet. Copy the Word Document & the Excel Sheet from your to your desktop. The macro can t run directly from your (it will throw a warning if you forget). 2

3 Open the Word Document, and select Enable Content from the header bar. In some instances you may have to select a second enable button as well. Click the Run Macro button. The tool will then guide you through several steps for the first time installation of the macro. Note this just opens the macro, it won t do anything. 3

4 Once you have completed A, B, & C the macro will reopen. Hit Run Macro one more time. These one time steps ensures you have the latest official copy of the Immunization macro. The final installation step is to link the macro with the Excel file you would like to use to track your immunizations. This can be the one you copied from your or one on a shared drive for your clinic. If you don t have access to one just press Create to download a template for you to use. To link to one you already have press Browse, select the file, and then press Open. 4

5 Now, Welcome to the Immunization Macro interface. Please refer to page 9 for a guide to all of the buttons, tabs, and capabilities of the Immunization macro. We would like to set up your User Options first, so please select the Vaccinations tab. With the macro installed, the next step is to ensure that all the correct flu shot and other vaccine information for your clinic is included in the macro. Having the proper Lot numbers, Expiration dates, & Manufactures is key. You can start this by hitting View Excel. 5

6 Please take the time to ensure that all of the shots you would like to include are accurate for your clinic. If there are shots listed you don t want, feel free delete those rows (please don t allow blank rows, however). If you would like to add shots create a new row as you see fit. Please note this Excel has 4 Tabs along the bottom: Immunization, Pediatrics, School Immunization, & Admin. The first 3 tabs allow you to run 3 separate clinics from this one Excel. The Admin tab allows you to update Admin billing codes. Please Save when done. With the Excel updated now you need to reload the macro with your updated immunizations. You can do this by hitting Reload XL. Please note that the number of buttons on each of the 3 tabs here (note the tabs along the bottom) will now correspond with your updated Excel sheet. 6

7 With the macro installed and supporting Excel file customized, you are now ready to start using the Immunization Macro. Ensure you have a new patient encounter opened in AHLTA, and open the appointment to the encounter screen. Now flip back over to the macro. Choose your shots and custom options from the Imms Macro dashboard (see Guide on Page 9). When you are ready press the AHLTA button to start the macro. If you would like to populate AHLTA and the Immunization Module as well then hit the AHLTA & Imms button Instead. 7

8 Now just sit back and watch the macro fly through AHLTA documenting every possible element of the vaccine set you ve defined within 90 seconds. Please don t touch the keyboard or mouse during the process. When the macro is done please review the completed note. Completed A/P Section Completed Add Note 8

9 1. Ten General Screening questions to be used for non Flu specific vaccines. 2. Fourteen Influenza Screening Questions. All survey answers are complied and included in an encounter Add Note. 3. Toggles whether or not the survey questions from Item 1 or Item 2 are included. The Default is YES. 4. If d then content from Procedure Comments field will be included in the encounter Add Note. 9. Toggles between Screening Tab and Vaccination Tab (see PART 2). 5. If d then a note that Patient Allergies were verified will be included in the Add Note. Default is YES. 6. When fields populated this data will be added into the Vital Signs module within AHLTA. 8. Copies all survey question responses into memory (for pasting) and displays them in a pop up window. 7. Resets the Screening Tab fields, as well as resets all survey questions to their default response. 9

10 1. Header window includes a Run Count to keep track of Imms Macro usage, as well as identifies version info. 2. Supports up to 24 unique immunizations. 3. Displays enduser s current AHLTA Version. 4. Select from 4 options of preset vaccine comments, or create your own. Pushed to Add Note. 14. Toggles between Vaccination Tab and Screening Tab (see PART 1). 5. Additional Options (see PART 2B). 13. Select A) Right, B) Left, or C) Combo shot area. 6. Run the Macro for: A) AHLTA, B) Imms Mod, or C) Both 12. Toggles between 3 Clinic Tabs. 7. Push only the Shot Info & Questionnaire to Add Note. 11. When d names here will be added as Additional Providers. Check the box if their Taxonomy field is blank. 10. Triggers Well Baby ICD10 Codes for Billing, & opens the Well Baby Exam Window. 9. Select and use Under 8 Admin Code for Billing. 8. Pulls up Help Tips window, and provides ability to directly questions to the Imms Macro support team. 10

11 1. Reload Excel pushes Excel Information (see Item 3) to the Macro. New rows of vaccines will appear as new buttons on the Imms Macro dashboard. 2. Verify Order views a snapshot of the A) Coding, B) Shot, and C) Questionnaire (see PART 1, Item 8) information that will be populated into AHLTA prior to running the actual Imms Macro. 4. Open and Plays a 5 minute Immunization Macro Demonstration & Training video from YouTube (if not blocked by the site). 3. View Excel allows the user to update the underlying vaccine route, serum, location, and DX/CPT coding information stored in the Imms Macro_Spreadsheet spreadsheet. 11

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