NextGen UD2 Upgrade Enhancements

Transcription

1 NextGen UD2 Upgrade Enhancements Summary NextGen EHR Enhancements May 23, 2016: Workflow Module Patient Information Bar Alerts Medication Module Allergy Module Encounter/Category View Filters NG Share Orders Module ( for clinics currently using Orders Module) NextGen PM Enhancements May 23, 2016: Patient Portal Enrollment Indicators Reporting Enhancements Letters Billing COB Window, ICN Number Enhancements, Holding Tank Insurance Selections Race Selection Receipts Optional Practice Preferences NextGen EHR Enhancements 1. Workflow Module Key Features o Combines elements of the Workflow and PAQ into one window Each section is represented by separate tabs Page 1

2 Clinical Tasking 1) View All Tasks (top half of screen) 2) Categories act as filters 3) Select a task to view patient demographic information in details pane (lower half of screen) 4) Navigate to other areas of the chart directly from the task (orders module, associated templates, documents) 5) Provider s future daily appointments (if any) Select individual task, see due date, priority, status, response, message, and patient details **Reply option is available now for tasks associated to the telephone call component Page 2

3 Appointments 1) Ability to view daily (schedule in list format), multi (schedule of multiple resources in column format), or timeline (schedule as a timeline on a calendar) 2) Select individual appointment to view patient demographics and details Provider Approval Queue o Existing functionality is identical, view has been integrated into the Inbox for easier access o Action buttons are now under the item you are viewing rather than the list of items o Full screen will allow you to take preview information to view the full screen view Page 3

4 Patient Portal (if deployed at practice) o Select individual message to view patient demographics and portal messages o Action buttons are now under the item you are viewing rather than the list of items 2. Patient Information Bar Several areas of the Patient Information Bar now provide more information when you hover over them Alerts will show patient alerts when hovered over Telephone number will show all available telephone numbers and notes when hovered over Weight will show all recent vitals when hovered over Insurance will show all available insurances when hovered over Allergies will now show reactions as well as allergies Problems will show onset date as well as problem Diagnoses will show the date diagnosis was used Medications will show medication and sig Page 4

5 3. Alerts Ability to flag alerts for acknowledgements (for only providers, all users, force to launch when chart is opened) Will prompt until acknowledged, if provider only is selected, alert will show for every user accessing the chart, but will only allow a provider to acknowledge for alert to stop displaying Ability to free text alert on the fly and comments Ability to view PM alerts READ ONLY - in EHR (configured/added through PM, but able to view in EHR) NOTE: Be sure to add DATE to any free text Alert preceding comments Page 5

6 4. Medication Module Drug to Condition Interaction now includes SNOMED codes in addition to ICD codes, functioning like all other DUR checks and uses the same logic as the ICD codes o Mapping behind the scenes prevents duplicate alerts if the patient has both ICD codes and equivalent SNOMED codes o Can be checked from both Medication Module and Problem Module Ability for providers to save UNITS in medication favorites o Helps with quantity calculation issues when SIG and default units differ Better format for sending erx window - Selections are listed in Bold to make them stand out Page 6

7 5. Allergy Module Added SNOMED codes for allergy reactions (appended to existing list of reactions) Ability to add up to 5 reactions per allergy Edit elements of an allergy even on a locked encounter 6. Encounter/Category View Filters Click down arrow to filter by last 30 days, 90 days, or 1 year / last visit with current provider, last visit with current location Click Filter button for more specific filter information Page 7

8 7. NG Share Favorites functionality has been added to NG Share as well as Most Recently Accessed (via the timer icon on the search bar) Click the star next to the providers name Page 8

9 8. Orders Module New options for Future/Recurring orders and Tasking o Modify expiration date for Future/Reoccurring Orders Set general timeline in Practice Preferences (default is set to 15 months) Manually modify expiration date when scheduling Lab/Rad Order within Orders Module (click set schedule, select tests, modify dates) Page 9

10 NextGen PM Enhancements 1. Patient Portal Enrollment Indicators The following new indicators have been added to the Practice Management application to inform users when a patient is enrolled in the Patient Portal: A new icon has been added to the Appointment Book that will display in patient s appointment information designating that the patient is enrolled in Patient Portal. A new column in the Patient Lookup screen displays information about the patient s current enrollment status with the Patient Portal. On the patient chart a new icon displays when the patient is enrolled in Patient Portal. On various reports a new column has been added to display each patient s Portal enrollment status. 2. Reporting Enhancements New updates have been added to multiple reports that provide more options in reporting on specific data from within NextGen Practice Management. Specifics include the following: Added patient address and phone number information to multiple General, Accounts Receivable, and Scheduling Reports. Added Patient Contact and Insurance Policy information fields to the Service Item Summary and Daily - Encounters Reports. Added new columns to the Unapplied Credit report that allow users to quickly view encounters where existing unapplied credits can be applied to a charge. Enhanced the "Find" feature within the PM/EHR reporting modules to allow users to search and locate all instances of specific terms within the report. 3. Patient Correspondence Redesign of Letters PM A new format has been adopted for how users create and edit their letters within File Maintenance. In a similar fashion to Forms and Labels, users now access the data repository and its large number of fields to pre-populate their letters. Furthermore, the following new letter formatting options similar to Microsoft Word are available in the Letters editor: The ability to insert tables, images, or text boxes Page 10

11 4. Billing Application of styles and formats (e.g. bullets) Creation of multi-page letters The enhanced COB window has a new user interface that improves support for all nonprimary (secondary, tertiary) EDI claims (837I, 837P and 837D). Charge, transaction, and adjudication information now displays separately for each payer attached to the encounter. This new functionality allows users to easily view and update line item information before electronic claims are created. Update to application of ICN number in Claims Billing staff New options have been added to the payer master file that allow users to define which Internal Control Number to populate on resubmitted and COB electronic claim. These options include: Populating the Internal Control Number on resubmitted claims Populating the claim with the Internal Control Number from the previous payer in the encounter Also, users can now manually enter the Internal Control Number from the chart that will populate onto resubmitted claims. Page 11

12 Holding Tank Billing staff The verbiage on the message to accept or reject charges from the EHR holding tank has been modified to provide consistent messaging for actions the user can take when uploading charges to Practice Management. Also, a new alert has been added to inform users when charges are rejected. 5. Insurance Selection The Insurance Selection screen is updated with new visual indicators that allow users to quickly view patient insurance information during the check-in process without opening the screen. If information is missing or needs to be updated, quick navigation to the appropriate screen is available by clicking on the indicator. Page 12

13 6. Race Selection Users reporting on Asthma Syndromic Surveillance for Meaningful Use can now define the patient s primary race on the Patient Demographics screen. This new feature works in conjunction with primary race options on the Patient Demographic template within the KBM. 7. Receipts **DO NOT USE** This new functionality has been found to be faulty and should not be used. Incorrect practice remit to information is printing. An account receipt can be generated from an account transaction during the posting process or it can be retrieved from the patient account summary tab at any given time. All payments applied at the account level for multiple patients and/or multiple encounters can now be documented and printed. Page 13

14 8. Optional Practice Preferences Patient Communication Preferences All staff (focus on registration) o New communication preferences have been added to the Patient Demographics screen that allow the practice to record how each patient prefers to receive notifications from their provider. These recorded preferences can then be utilized to engage patient populations using the NextGen Population Health module and/or EDI automated voice reminders. Discount Transactions Billing Staff o A new feature has been added to allow posting of discount transactions directly to the encounter from the Charge Entry screen. Users have the ability to apply the discount at the line item or encounter level, and their amounts can be defined by percentage or dollar amount. Page 14

15 Sub-Batches do not Require Payments Billing staff o A new option in Practice Preferences allows users to post transaction sub-batches without having to enter in the number of payments within that sub-batch. Sub-batches provide a mechanism to allow multiple users to enter transactions into one batch that is balanced collectively at the end of the day. Bad Debt Admin Practice Preference o A new practice preference option will prevent encounters from moving out of the Bad Debt status when they reach a zero dollar balance, enhancing reporting and tracking capabilities. Page 15