v2b12 emr release notes -rc6 · 2018. 2. 7. · 4.4 provision to make co-payment via credit card...

Version No: 3.0, Build No: 2

Release Notes

Release Notes V3B2

Copyright@2014 4010 Moorpark Avenue, Suite 222, San Jose, CA 95117 (408) 873-3032 2

Contents

1. Introduction.......................................................................................................... 5

2. ICD10 support in PrognoCIS................................................................................... 5

2.1 Complaints can be now searched and selected on the basis of ICD 10 codes and ICD9

codes .............................................................................................................................................. 5

2.2 Assessment related changes to implement ICD10 ......................................................................... 7

2.3 Diagnosis codes on Document List filter now additionally displays ICD10 codes ........................ 11

2.4 IMO Search is invoked on the HPI screen if User selects any Master searches that have

been defined with the value ‘ICD’ ................................................................................................ 12

2.5 ICD10 available at Order Level as well as Test Level on Radiology Order and Lab Order ............ 14

2.6 ICD10 available on Prescription .................................................................................................... 16

2.7 Exporting ICD10 charge codes is property based ......................................................................... 17

2.8 Provision to specifically print ICD10 codes on Progress Notes and Reports ................................ 17

3. Implementation of Sure Script Pharmacy Directory update to version 4.6 ............ 18

4. Home.................................................................................................................. 21

4.1 Clinic banner is now customizable ............................................................................................... 21

4.2 Patient Reminder Enhancements ................................................................................................. 22

4.2.1 Additional ‘Actions’ available based on the Appointment type selected ............................... 22 4.2.2 Follow up reason displayed on the tool tip of Patient Reminder ........................................... 23

4.3 Color changed for the Accepted Patient Form icon ..................................................................... 24

4.4 Provision to make Co-Payment via Credit Card (PayPros)............................................................ 25

5. Appointment - Scheduling ................................................................................... 29

5.1 Provision to indicate statuses of Eligibility, Appointment, and Patient Form from

Appointment screen ..................................................................................................................... 29

5.2 Provision to move patient’s appointment from one time slot to another ................................... 30

5.3 Warning messages are displayed when appointment of ‘Discharged’ Patient type is

scheduled ..................................................................................................................................... 31

5.4 Patient Alert generated for ‘Appointments Cancelled by patients’ and ‘No Show

Appointments’ .............................................................................................................................. 35

Release Notes V3B2


5.5 Warning displayed if User tries to schedule multiple appointments for a patient on the

same day....................................................................................................................................... 36

6. Patient – Register................................................................................................ 37

6.1 User now has provision to change the label on UDF button ........................................................ 37

6.2 Provision to update patient’s ‘Employer’ detail directly from Case Management popup ........... 38

7. Patient – Encounter ............................................................................................ 40

7.1 Provision to print weight in Pounds and Ounces ......................................................................... 40

7.2 Provision to view a Provider’s NQF Compliance status ................................................................ 41

7.3 Provision to add Assessment and Plan notes for a Complaint ..................................................... 47

7.4 Lab and Radiology Matrix ............................................................................................................. 49

7.5 ‘Last Modified’ tags of Face Sheet now additionally capture details if User selects the ‘No

Known’ option in the cell .............................................................................................................. 54

7.6 Enhancement related to ‘Fill Date’ in Prescription....................................................................... 55

7.7 Enhancement related to Medication History ............................................................................... 56

7.8 Label 'Last Accessed' changed to 'Quick Access' .......................................................................... 59

7.9 Provision to add Notes to Patient’s allergy description ............................................................... 60

7.10 Analytics ....................................................................................................................................... 61

7.11 Scheduled vaccines for next 25 years displayed one at a time .................................................... 67

7.12 The Master searches of CPT, HCPC, and ICD on Doctor Form are now IMO searches ................. 68

7.13 Message sent on review of an Encounter is property based ....................................................... 68

7.14 A new Encounter type, ‘FZ’ i.e. Facesheet History is added to track the intermediate HM

related activities ........................................................................................................................... 69

8. Patient – Letters-Out........................................................................................... 70

8.1 Enhancement related to Clinical Messaging ................................................................................ 70

9. CPOE .................................................................................................................. 73

9.1 Creation of CPOE Refill Encounter and Provider-wise display...................................................... 73

9.2 CPOE Refill (RR Encounter) User Interface (UI) related enhancements ....................................... 73

10. Messages ............................................................................................................ 74

Release Notes V3B2


10.1 Two additional places to specify or define the ‘Attach Type’ of a Radiology result

attachment ................................................................................................................................... 74

11. Report ................................................................................................................ 75

11.1 Newly Added tag for logged in User’s report ............................................................................... 75

11.2 Fillable PDF Form for Worker’s Compensation ............................................................................ 75

11.3 Encounter time calculated using formula..................................................................................... 78

12. Settings .............................................................................................................. 80

12.1 Multiple alternate Refill Receivers on Medics screen .................................................................. 80

12.2 Provision to email login details of Medics and Patient Portal either as an attachment

(encrypted) or plain text ............................................................................................................... 81

12.3 Provision to define a standard rule to generate password for Patient and Medics login

details ........................................................................................................................................... 81

12.4 Provision to define expressions for Patient Type ......................................................................... 82

13. Portal ................................................................................................................. 83

13.1 Patients now have provision to view the attachment(s) of their radiology result(s) on

Patient Portal ................................................................................................................................ 83

13.2 Documents attached to a patient’s record is now available for viewing by patient’s

Reference Provider on Ref Doc Portal .......................................................................................... 84

13.3 PayPros ......................................................................................................................................... 86

14. iPhone ................................................................................................................ 92

14.1 Quick registration of Patients possible from iPhone .................................................................... 92

15. Miscellaneous ..................................................................................................... 95

15.1 The provision to keep PrognoCIS application window resizable on IE browser is now

optional ........................................................................................................................................ 95

15.2 The term 'CCD' used consistently throughout PrognoCIS ............................................................ 96

15.3 List of newly defined properties ................................................................................................... 96

15.4 List of newly added or updated icons ......................................................................................... 100

15.5 List of obsolete properties in V3B2 ............................................................................................ 101

Release Notes V3B2


1. Introduction

The release note describes the various new features and enhancements carried out in Version 3.0 Build 2 of PrognoCISTM; with the specifications and UI details wherever applicable.

2. ICD10 support in PrognoCIS

ICD-10 is the 10th revision of the International Statistical Classification of Diseases (ICD) and Related Health Problems, a medical classification list by the World Health Organization (WHO). In comparison to ICD9, ICD10 has been designed in greater detail that not only helps in ‘measuring’ quality, safety, and virtue of a treatment but also makes room for more innovative procedures which are limited in case of ICD9; it paves way for accommodating advancing medicine.

It is expected that with regular usage, the in-depth specification of these codes would help Payers to have better insights thereby benefitting them and the Clinic on two accounts:

- Reduction in Claims being denied due to incorrect coding

- Reduction in Payers requesting for medical records thereby reducing costs

IMO (Intelligent Medical Objects), Inc provides standardized and regularly updated medical vocabularies such as ICD and SNOMED. Bizmatics has partnered with IMO to provide ICD10 mapped with SNOMED; CPT mapped with SNOMED; and HCPC mapped with SNOMED. The IMO search provides multiple selection and maximum three are allowed.

Property, icd10.start.date is added to enter ICD10 start date. If property is blank then 2015-10-01 will be considered as a start date for ICD10. Following are the changes that would take effect once start date is applicable:

2.1 Complaints can be now searched and selected on the basis of ICD 10 codes and ICD9 codes

The Search popup available on the following screens now have two distinct columns dedicated to displaying ICD10 codes and ICD 9 codes:

i. On Appointment Schedule screen (GoTo tab: Appointment Schedule Appointment Schedule screen Complaint Search popup invoked via the Reason search icon) Refer to figure 2.1-1

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

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

Release Notes V3B2


Figure 2.1- 1: ICD10 in Complaint Search popup

ii. On Enc Type screen (Go To tab: Settings Configuration Enc Type Complaint Search popup invoked via the Default Complaints search icon) Refer to figure 2.1-2

Figure 2.1- 2: ICD10 in Default Complaint Search popup

Release Notes V3B2


2.2 Assessment related changes to implement ICD10

The IMO (Intelligent Medical Object) searches provided in Assessment screen has been enhanced to display the equivalent ICD10 codes to the already existing ICD9 codes. ICD10 implementation has affected the following places on the Assessment screen:

A) On ICD tab

i. The Problem Codes found on the IMO Search popup invoked via the [+] button now has the inclusion of ICD10 column that gives User a better choice in selection of problems. Refer to figure 2.2-1

Figure 2.2-1: ICD10 in IMO Search popup

To display ICD10, a new column is added on Assessment screen under ICD tab. Refer to figure 2.2-2

Release Notes V3B2


Figure 2.2-2: ICD10 Column in Assessment screen

ii. Past ICD search on assessment screen invoked via the [H] button now has the inclusion of ICD10 column that gives User a better choice in selection of problems. Refer to figure 2.2-3

Figure 2.2-3: ICD10 in Past ICD Search popup

Release Notes V3B2


iii. Complaint search on assessment screen invoked via the [C] button now has the inclusion of ICD10 column that gives User a better choice in selection of problems. Refer to figure 2.2-4

Figure 2.2-4: ICD10 in Complaint Search popup

iv. Once the ICD10 start date is applicable and if user adds an ICD9 code without ICD10 code then application will not allow proceeding further until appropriate ICD10 code is selected along with ICD9 code. A prompt is displayed restricting User from proceeding further. Refer to figure 2.2-5

Figure 2.2-5: Alert prompt displayed when ICD10 codes are absent for the selected ICD9 code

Release Notes V3B2


Note: Displaying of the prompt depends on the value set in the newly added property, assessment.ignore.check4valid.icdcodes

B) On CPT/HCPC tab

The Assign ICDs popup now displays additionally the column of ICD10 codes. Once it is selected ICD10 details will be displayed in tooltip. Refer to figure 2.2-6

Figure 2.2-6: ICD10 in ICD popup

C) On Goal tab

Release Notes V3B2


The earlier column name of Code is now replaced with SNOMED. The change makes it clear as to which Code is being displayed. Refer to figure 2.2-7

Figure 2.2-7: SNOMED in Goal tab

2.3 Diagnosis codes on Document List filter now additionally displays ICD10 codes

The Diagnosis codes available in the Document List filter (Go To patient’s Encounter TOC Document List button: Filters…) now additionally displays the relevant ICD10 codes in bracket and as part of diagnosis’ tool tip. Refer to figure 2.3-1

Release Notes V3B2


Figure 2.3-1: ICD10 in Diagnosis Codes

2.4 IMO Search is invoked on the HPI screen if User selects any Master searches that have been defined with the value ‘ICD’

An HPI template that has its Result Type as ‘Master Search’ and its value as ICD then on the HPI screen, the relevant search icon invokes an IMO search, complete with the display of ICD10 codes as well as the earlier ICD9 codes columns. Refer to figure 2.4-1

Release Notes V3B2


Figure 2.4-1: ICD10 in HPI screen

On selection of code from master search, ICD10 information will be displayed in tooltip. Refer to figure 2.4-2

Release Notes V3B2


Figure 2.4-2: ICD10 in Tooltip

Note: Likewise changes are applicable for master search provided on Vital/ROS/ Physical/Specialty/HPI/Social History

2.5 ICD10 available at Order Level as well as Test Level on Radiology Order and Lab Order

The Radiology Order /Lab Order have ICDs assigned to a test at the Order level and explicitly at the Test level. In both the cases, provision has been made to display the ICD10 codes i.e. on the Order level as well as on the test level popup. Also, the Problem codes are displayed as IMO search. Refer to figures, 2.5-1 and 2.5-2

Release Notes V3B2


Figure 2.5-1: ICD10 in Order level Search

Figure 2.5-2: ICD10 in 'Assign ICD' popup

Release Notes V3B2


The ICD 10 details are available as tool tip. Refer to figure 2.5-3

Figure 2.5-3: Tool tip of ICD displaying the details of ICD 10 code applicable

2.6 ICD10 available on Prescription

Provides information on ICD 10 displayed on the Prescription screen. Refer to figure 2.6-1

Release Notes V3B2


Figure 2.6-1: ICD10 in Prescription screen

2.7 Exporting ICD10 charge codes is property based

If an Encounter is marked as ICD10 then ICD10 charge codes are exported. If it is marked as ICD9, then the property hl7.export.icd10 determines if ICD10 should be exported.

2.8 Provision to specifically print ICD10 codes on Progress Notes and Reports

A User has a provision to specifically print ICD 10 codes on Progress Notes and Reports even if the Encounter type is not ICD10.

A new property, encounter.show.icd10codes.intags has been added which when set as Y prints ICD 10 codes on Progress Notes and Reports even if the Encounter Type is not ICD10.

Release Notes V3B2


3. Implementation of Sure Script Pharmacy Directory update to version 4.6

PrognoCIS is now certified to implement and use the updated version of Sure script Pharmacy Directory (4.6).

Following are the subtle enhancements implemented on the Pharmacy Search found on the Prescription screen:

Navigation GoTo patient’s Encounter TOC Prescription

i. The Service column on Pharmacy Search now displays New Rx as New and EPCS as Controlled Substance. Refer to figure 3.1-1

Figure 3.1-1: New Rx displayed as ‘New’ and EPCS as ‘Controlled Substance’

ii. Two new options, CI Message (Clinical Information Message) and CI Event (Clinical Information Event Message e.g. event related messages such as recipient read the message) has been provided at the Provider Masters. The feature allows a Provider to receive these messages in their Inbox. Refer to figure 3.2-2

Release Notes V3B2


Figure 3.2-2: Additional options, CI Message and CI Event available at the time of registering eRx Provider

Note: It is required that the Provider for whom these options are being selected should be N2N enabled and should have N2N email ID.

iii. Patient Savings –

Surescript works with PBMs (Pharmacy Benefit Management) and Payers to offer Prescribers access to patient’s ‘prescription benefit information’ which includes eligibility, benefits, and formulary information. PrognoCIS is certified for receiving this information and displays the same on the Prescription screen via the link, Patient Savings.

The link, Patient Savings is available on the Prescription screen under following conditions:

- if the logged in Provider is eRx enabled and N2N enabled.

- the Use Case option of Patient Saving is selected for the Provider from the Provider Master (GoTo tab: Settings Configuration Providers eRx button Register eRx Provider popup). Refer to figure 3.2-3

- Based on the history of prescriptions (eRx) for selected patient having eligibility, the PBMs (Pharmacy Benefit Management) decide to compute and send Patient Saving messages to PrognoCIS.

Release Notes V3B2


Note: It is at sole discretion of the PBM to send these messages for viewing in PrognoCIS. Only if these messages are received does PrognoCIS display the Patient Savings link on the Prescription screen.

Figure 3.3-3: Enable Patient Saving in Sure Script

Basically, a Provider views two types of messages in a Patient Saving message:

1. 30 to 90 days

A refill of 90 days may cost a Patient less than a 30 day refill. Refer to figure 3.2-3

2. Generic Alternative

Branded and expensive drugs usually have alternative drugs that are less expensive generic drugs which if prescribed helps in a Patient’s Savings. Refer to figure 3.2-4

Release Notes V3B2


Figure 3.2-4: Patient Savings details displayed

A Provider then takes appropriate ‘action’ from the Action drop-down menu. The available options are

Change Medications (Provider has to add medication manually)

Declined due to clinical reason

Declined by Patient

Declined because not the Patient’s primary/usual Provider

Contains invalid information

Contains not this prescribers Rx/medication

Hint: The feature is strictly available on request. Kindly, contact PrognoCIS Support Team for implementation details.

4. Home

4.1 Clinic banner is now customizable

A new property has been added, banner.hide.clinic.name to display the Clinic Name and/or Logo on PrognoCIS screen.

The property if set to ‘Y’ will not display the Clinic name on the banner and if set to N or left as blank then both Clinic name and logo are displayed. Default value of the property is blank.

Release Notes V3B2


Tech Support: If the property is SET to Y and the Clinic have their own Image file then rename the image file to ‘CliniclogoBanner2.gif’in the appropriate data file.

4.2 Patient Reminder Enhancements

4.2.1 Additional ‘Actions’ available based on the Appointment type selected

i. Two new actions, ‘Confirmed’ and ‘Cancelled by Patient’ has been added to the Action drop-down list for To be Confirmed appointments on Patient Reminder popup. This implies that User can Confirm or Cancel an appointment from patient reminder popup without navigating to the appointment screen. Refer to figure 4.2.1-1

Figure 4.2.1-1: Additional options, 'Confirmed' and 'Cancelled by Patient' available in the Action menu for type Appointments to be confirmed

ii. For Upcoming Appointments, the Action menu (drop-down list) has the option, ‘Cancelled by Patient’ to make it convenient for the User to Cancel Patient’s appointment without navigating away from the Patient Reminder popup. Refer to figure 4.2.1-2

Release Notes V3B2


Figure 4.2.1-2: Additional option, 'Cancelled by Patient' available in the Action menu for type, Upcoming Appointments

4.2.2 Follow up reason displayed on the tool tip of Patient Reminder

The tool tip on the Patient Reminder popup, additionally displays the follow up reason for a Patient. The reason is displayed only for the Follow up Due type of Appointments. Refer to figure 4.2.2-1

Release Notes V3B2


Figure 4.2.2-1: Tooltip displaying Follow up reason

4.3 Color changed for the Accepted Patient Form icon

Earlier when the Patient form was accepted by the User then the color of the Patient Form icon used to change from red to maroon. Now, for clarity and better

distinction, the color of ‘accepted’ patient form icon changes to green . Refer to Figure 4.3-1

Release Notes V3B2


Figure 4.3-1: Changed Accepted Patient Form icon color

4.4 Provision to make Co-Payment via Credit Card (PayPros)

Bizmatics has collaborated with PayPros to implement the functionality of

accepting online payments through Credit Cards and eChecks; some of the credit

card types supported by PayPros are Visa, MasterCard, Discover and JCB.

Currently, the feature is available on the Co-Pay screen, invoked via the Co-Pay

icon: found on the Home Screen (Refer to figure 4.4-1) and Appointment

Schedule (Refer to figure4.4-2) screen (after the Patient is marked as arrived).

Release Notes V3B2


Figure 4.4-2: Co-Payment screen invoked from Co-Pay icon found on the Home screen

On the Co-Pay or Co-Payment screen a new button, Credit has been added. Refer

to figure 4.4-2

Figure 4.4-2: Co-Payment screen invoked via the Co-Pay icon displaying on the Appointment Schedule screen

Release Notes V3B2


On click the Credit button invokes the Accounts popup, wherein the User is

expected to select the Account. It is important to note that the Credit button is

enabled only if User enters an amount in the Card field. Refer to figure 4.4-3

Figure 4.4-3: Amount entered in Card field enables Credit button which in turn invokes the Accounts popup

On click, the continue button invokes the popup wherein the Credit Card

information is added. Refer to figure 4.4-4

Release Notes V3B2


Figure 4.4-4: Credit Card information required to be added to make a payment

On successful transaction, the following confirmation popup is displayed. Refer to

figure 4.4-5

Release Notes V3B2


Figure 4.4-5: Transaction Complete, confirmation prompt.

5. Appointment - Scheduling

5.1 Provision to indicate statuses of Eligibility, Appointment, and Patient Form from Appointment screen

Navigation GoTo tab: Appointment Schedule screen

A new property, scheduler.status.flags is added to convey additional information about a Patient on the Appointment Schedule screen. Following are the three new prefixes defined in the property with respect to patient’s Insurance Eligibility, Scheduled Appointment, and Patient Form:

i. V - Validate if Insurance Eligibility Exists for Primary Insurance of the Patient;

ii. C - If Appointment status is Scheduled it is considered Confirmed;

iii. P – if a Patient Form has been filled

Note: If any of the information about the Patient is missing then on screen it is replaced with a hyphen ‘-’. For example, -c-p <patient name> Refer to figure 5.1-1

Release Notes V3B2


Figure 5.1-1: New prefixes, VCP displayed on the Appointment Schedule screen

5.2 Provision to move patient’s appointment from one time slot to another

Navigation: GoTo tab: Appointment Schedule

i. Depending upon the value present in the property, scheduler.status.flags User now has a provision to move an appointment from one time slot to

another. A new icon: Move Appointment is available on the Appointment schedule screen. Refer to Figure 5.2-1

ii. The feature is property dependent, if there is any value(s) in property, only then the Move Appointment icon is displayed.

iii. With Move Appointment feature, it is possible to change the Provider and the Location of the appointment.

iv. To move the appointment:

1. Select the appointment that has to be moved.

2. Click on the scissor or Move Appointment icon the selected appointment is highlighted in green. Refer to figure 5.2-1

3. Double-Click on the destination time-slot to move the appointment; the Appointment Scheduler popup is invoked to help User schedule the appointment in the new time-slot.

Release Notes V3B2


Figure 5.2-1: The selected appointment is highlighted indicating it is ready for being moved

Note: Move Appointment feature is also applicable for different doctors across different locations.

5.3 Warning messages are displayed when appointment of ‘Discharged’ Patient type is scheduled

Patient Type is assigned to a Patient from the Patient’s Registration screen Other Info tab. Refer to figure 5.3-1

Release Notes V3B2


Figure 5.3-1: Patient Type drop-down list available on Patient’s Registration screen

Navigation: GoTo tab: Appointment Schedule

Now, when an appointment for a Patient having Patient type as ‘DISCHARGED’ is scheduled then a warning message “Patient Status is 'Discharged'” is displayed. Refer to figure 5.3-1

Release Notes V3B2


Figure 5.3-1: Warning prompt displayed if a selected Patient is of Patient type, ‘DISCHARGED’

Portal access for Patient’s with patient type as ‘DISCHARGED’ is denied. On access, following message is displayed. Refer to figure 5.3-2

Figure 5.3-2: Access denied message displayed on Portal for patient with patient type, ‘DISCHARGED’

Release Notes V3B2


On Start of Encounter for patients with Patient Type as DISCHARGED, the Start Encounter screen displays a message in red, informing User about Patient Type. Refer to figure 5.3-3

Figure 5.3-3: Start Encounter screen displaying Patient Type message

Release Notes V3B2


5.4 Patient Alert generated for ‘Appointments Cancelled by patients’ and ‘No Show Appointments’

At times it helps to be aware of Patients who are regular with No Show appointments and who are most of the times cancelling scheduled appointments. PrognoCIS now has added a scheduled process, generatePatAlert4PatcancelledAppt that keeps track of these appointments and also the count for individual patients. If a patient reaches a certain count (decided by the Clinic) then on the Appointment Schedule screen as well as on Encounter screen, at the time of taking an appointment User gets a Patient alert about the number of times the Patient has either cancelled appointments or had a No Show appointments. Refer to figure 5.4-1

Figure 5.4-1: Patient Alert displaying the number of times the Patient has either cancelled appointments or had a No Show appointments in past days

Release Notes V3B2


5.5 Warning displayed if User tries to schedule multiple appointments for a patient on the same day

A new property, ‘appointment.duplicate.warning’ has been added for displaying an alert message to the User, on the Appointment Schedule screen if a patient has multiple appointments on the same day and yet User wants to schedule another appointment on that day.

The Alert message displays the Appointment timings, Provider name, Appointment type and Status of all the previously scheduled appointments of the Patient on the same day. Refer to figure 5.5-1

Figure 5.5-1: Warning displayed for duplicate Appointment taken for the same day

Release Notes V3B2


6. Patient – Register

6.1 User now has provision to change the label on UDF button

Navigation GoTo tab: Patient Register

i. A new property, patient.udf.label helps a User to customize the UDF button label.

ii. The value set in the property is displayed as the label of the UDF button. Refer to figure 6.1-1

Figure 6.1- 1: Change Label on UDF button

Release Notes V3B2


Note: The property is applicable only on the Patient Registration screen.

6.2 Provision to update patient’s ‘Employer’ detail directly from Case Management popup

It is now possible to change or update patient’s Employer detail directly from the Case Management popup, if the detail has been already added to Patient’s records via Patient Registration screen (Refer to figure 6.2-1). On save of record, the Employer detail is automatically available on the Case Management popup. A search has been provided on the popup that helps a User to change the Employer detail for that particular case. Refer to figure 6.2-2

Release Notes V3B2


Figure 6.2-1: Employer detail as added in the Patient’s registration information

Figure 6.2-2: Employer search displayed on Case Management popup

Release Notes V3B2


7. Patient – Encounter

7.1 Provision to print weight in Pounds and Ounces

Navigation GoTo: Patient Encounter TOC Vitals

A new Report Sentence tag, <LBSOZ> prints the weight values in pounds and ounces. Refer to figure 7.1-1

Figure 7.1-1: Vitals test exec element popup displaying Report Sentence field

If the weight added is 133.41 then system calculates the value and displays the patient’s weight as 133 Pounds and 6 Ounces. Refer to figure 7.1-2

Release Notes V3B2


Figure 7.1-2: Progress Notes displaying patient’s weight values in Pounds and Ounces

7.2 Provision to view a Provider’s NQF Compliance status

Navigation GoTo: Patient Encounter TOC Assessment NQF button

The NQF Compliance Status popup displays the compliance status of encounter’s Attending Provider. The compliance status is applicable for each of the NQF measures including its Exclusion, Denominator and Numerator. It refers to the current encounter and the overall % of the measurement period. Refer to the figure 7.2-1

Release Notes V3B2


Figure 7.2- 1: NQF Compliance Status popup

Following are the details of the columns displayed:

Measure #: It displays the NQF measure number. Prefixed to the number is a

Measure Help icon: that gives a detailed help on the selected measure. Refer to the figure 7.2-2

Figure 7.2-2: Notice the Measure Help icon next to the Measure number

Exclusion: It displays the Exclusion of the measure (if any).

Denominator: It displays either a Pass link or a Fail link depending upon the Provider’s compliance status. On clicking that link, it displays the ‘Denominator’ conditions that failed in case of the selected Provider. Also the information on the formula helps a Provider to understand the reason for his or her failure with respect to meeting the NQF compliance. Refer to the figure 7.2-3

Release Notes V3B2


Figure 7.2-3: Denominator column displaying the Pass and Fail links

Numerator It displays either a Pass link or a Fail link depending upon the Provider’s compliance status. On clicking the link, the ‘Numerator’ conditions that failed in case of the selected Provider is displayed. Also the information on the formula helps a Provider to understand the reason for his or her failure with respect to meeting the NQF compliance.. Refer to the figure 7.2-4

Release Notes V3B2


Figure 7.2-4: Numerator in NQF

Overall%: It displays the overall percentage of compliance status for each individual measure. It is a graphical representation of information that helps a Provider to understand his or her compliance status easily. This information is limited to the measurement period. Refer to the figure 7.2-5

Release Notes V3B2


Figure 7.2-5: Overall percentage column displaying details

Refresh: It fetches the updated values.

The Pass or Fail link when link when clicked displays the respective Numerator or Denominator conditions explaining the reasons for getting through or failure. Refer to figure 7.2-6

Release Notes V3B2


Figure 7.2-6: Denominator condition being displayed along with its formula

Each condition displays a Description icon: which invokes a popup displaying the ICD10 and SNOMED codes that are relevant or missing with the condition. Refer to figure 7.2-7

Release Notes V3B2


Figure 7.2-7: Relevant ICD10 and SNOMED codes displayed

Note: These codes are for display purpose only and cannot be selected for any purpose.

7.3 Provision to add Assessment and Plan notes for a Complaint

It is possible to predefine the Assessment and Plan notes for a particular ICD code associated to a complaint. The complaint when selected by a user in an encounter has the associated ICD code, assessment, and plan notes directly added to the encounter. Refer to figure 7.3-1

Note: This feature is only applicable to the primary ICD assigned to the complaint and will not be linked to Assessment if any of the optional ICD is selected.

GoTo tab: Settings Configuration Complaint

1. Select a complaint to view the details.

2. Select ICD from the list

3. Associate Assessment & Plan for this complaint.

Release Notes V3B2


Figure 7.3-1: Assigning Assessment and Plan for a Complaint

Observe that whenever that complaint will be selected by a user in an encounter, the associated ICD code, assessment and plan notes are added to an encounter. Refer to figure 7.3-2

Figure 7.3-2: Complaint with the associated ICD code, Assessment and Plan notes added

Release Notes V3B2


7.4 Lab and Radiology Matrix

Introduction:

New and enhanced User Interface (UI) has been designed to show matrix of Lab and Radiology results in an encounter.

The Lab Matrix and Radiology Matrix give User a comparative summary of patient’s Lab or Radiology results - encounter wise and captures information on Tests, Test Categories, Test Panels, and LOINC codes.

Abnormal result values are highlighted appropriately thus attracting User’s attention to the details.

The Lab and Radiology Result menu Refer to figure 7.4-1 have two sub-menus such as,

- By Order

- By Matrix

Figure 7.4- 1: Lab and Radiology sub-menus

I. Changes on Sub-menu: By Matrix (applicable for both Lab and Radiology Result Matrix):

Release Notes V3B2


Figure 7.4-2: Changed sub-menu by Matrix

#1. Patient Info – The section displays Patient information such as: Patient Name; DOB; Gender; Primary Provider details; and Contact Info icon, on click it further displays patient’s address.

#2. Filter – The section displays various options for applying filters to the display of Matrix. Following is the description of the filters available:

i. Group By: Displays the results based on grouping of Tests or Categories or Panels or LOINC codes.

ii. Days: Allows User to view the matrix based on the number of days selected. Available values are 30, 60, 90, 180, 365, All. By default, the value 180 days is selected.

iii. Filter By: User has to enter either the Test name or Category name or Panel name or LOINC code (according to the value selected in the ‘Group By’ drop-down list) to display filtered details of the results encounter-wise.

Legend: Following are the legends followed while interpreting the results:

Higher Than Max icon: indicates the result value is higher than normal.

Lower Than Min icon: indicates the result value is lower than normal.

Review Pending icon: indicates that the results are yet to be reviewed.

#3. Matrix Header – According to the filter applied the column header displays either as Tests or Category or Panel or LOINC code and remains fixed even if User

Release Notes V3B2


navigates to and fro horizontally, allowing the User an easier viewing experience of comparing the Tests’ name and its respective details.

The Individual Test or Category or Panel or LOINC code section displaying are collapsible as well as expandable.

The result graph icon: On click, displays the result details in form of a graph for selected test (if applicable). The graph drawn is either a bar chart or point chart for the selected date range. Refer to figure 7.4-3

Figure 7.4-3: Results in Graph format

#4. Result Pane – It displays results encounter-wise.

Every row displays date wise (Descending order) results matrix for test. Be sure the property, lab.matrix.useEncounterDate is SET as Y.

There is a hyperlink with every date on matrix screen. On click it displays the Progress Note of the same date.

Release Notes V3B2


Every cell with a date displays the test result, test notes, review comments and lower or higher than normal information.

The icon: displays the comments at Test level and Order level and also the Review comments. Test name is displayed on the top of the popup. Refer to figure 7.4-4

Figure 7.4-4: Comments at Test or Order Level

Note: In case there are no comments available then the icon won’t be displayed.

The icon displays Order Level attachments. Refer to figure7.4-5

Release Notes V3B2


Figure 7.4-5: Order level attachment

Note: In case there are no attachments then icon is not displayed.

For results in text formats, only partial information is displayed due to space constraints, the complete text is displayed on the tooltip.

Observe that the horizontal scroll at the bottom of the right frame to scrolls the result pane ONLY; and the vertical scroll bar moves the result pane in sync with the Matrix headers.

If review is pending for any of the test result then the cell is highlighted with pale yellow background.

Print button on click prints the Matrix.

II. Changes on Sub-menu: By Order (applicable for both Lab and Radiology Result Matrix)

On Lab Result and Radiology Result screens, the Lab Matrix and Radiology Matrix button respectively are replaced with a hyperlink for every test to invoke a popup displaying matrix for the specific test. Refer to figure 7.4-6

Release Notes V3B2


Figure 7.4-6: Changed sub-menu by Order

Note:

If there are same tests performed twice on the same day then it is displayed in the same cell with a semi-colon (;) as a separator. For example, Blood Sugar 120;130

With new UI, results are displayed in the same cell along with other information of high, low values and notes.

7.5 ‘Last Modified’ tags of Face Sheet now additionally capture details if User selects the ‘No Known’ option in the cell

The ‘Last Modified’ tags, mentioned as follows, earlier used to collect the details about Users entering or modifying information on the respective face sheet cell. Now, additionally these tags also capture the details if a User selects the ‘No Known’ option of these individual cells:

- ENC_LU_PMH__TABLE - ENC_LU_CURRENT__MEDICATION - ENC_LU_ALLERGY - ENC_LU_VACCINATION - ENC_LU_SURGERY - ENC_LU_FAMILY__HISTORY

Release Notes V3B2


Note: These tags capture details such as User Name (logged in User entering or modifying details) and the basic timestamp when these changes are done; the captured details are displayed on the Progress Notes.

7.6 Enhancement related to ‘Fill Date’ in Prescription

If the drug’s UptoDate is greater than or equal to Encounter Date then after refill (+Rx from Current Medication/Past Rx) the Fill Date (on the Prescription screen) will be the UptoDate for the refilled drug else the Fill Date will be the Encounter Date. Refer to figures 7.6-1 and 7.6-2 respectively

Figure 7.6-1: At the time of Refill from Current Medication screen the Upto date displayed is greater than Encounter

Figure 7.6-2: Fill Date for the Prescription (+Rx) is now same as the Upto date

Release Notes V3B2


The functionality is property dependent rx.filldate.autocalc.deaclass, depending upon the of DEA class numbers SET in the property, the functionality is applicable only for those DEA Class drugs.

Note: The related Upto date is calculated for refilled drug only when the No. of Days is present.

7.7 Enhancement related to Medication History

Navigation GoTo tab: Patient Encounter TOC Prescription click on Med Hist… button Medication History popup

The details of medication history are PBM (Pharmacy Benefit Manager) wise displayed. Refer to figure 7.7-1

The available Pharmacy Benefit Managers displays details such of Prescriber; Benefit Coordination; along with summary of the drug’s details. Refer to figure 7.7-1

If the value selected on the PBM drop-down list is ‘All’ then the list of PBMs are displayed in a serial order with the individual PBM name highlighted in yellow. Refer to figure 7.7-1

Release Notes V3B2


Figure 7.7-1: Details of a PBM

To view the medication details one PBM at a time, User should select the respective PBM name from the PBM drop-down list Refer to figure 7.7-2

To display additional drug details an additional column, Detail has been added in the Medication History popup. Refer to figure 7.7-2.

The Detail column have hyperlinks associated that when clicked these display additional drug details in a Drug Detail popup. Refer to figure 7.7-3

Release Notes V3B2


Figure 7.7-2: Individual display of PBM details

Release Notes V3B2


Figure 7.7-3: Additional drug details of the selected PBM displayed

7.8 Label 'Last Accessed' changed to 'Quick Access'

On Patient encounter screen, the 'Last Accessed Patients' Label is now changed to 'Quick Access Patients'. Refer to figure 7.8-1

Release Notes V3B2


Figure 7.8-1: 'Last Accessed Patients' label changed to 'Quick Access Patient' on Patient encounter screen

7.9 Provision to add Notes to Patient’s allergy description

Navigation GoTo tab: Patient Encounter TOC Face Sheet Allergy

Users now have provision to add Notes with phrases to the patient’s allergy. A new field, Notes has been added in the Allergy field which was not available prior to the current version. Refer to figure 7.9-1

Release Notes V3B2


Figure 7.9-1: Comparison of Allergy screen between V3B1 version and V3B2 version

The newly added tag, ENC_FSS_ALLERGIES__NOTES displays the Allergy Notes information on the Progress Note.

7.10 Analytics

Analyzing of any data would involve the process of inspecting, cleaning, transforming, and modeling with the goal of discovering useful information, suggesting conclusions, and supporting decision making. Analytics feature in

Release Notes V3B2


PrognoCIS is a powerful tool that allows a User to perform similar process of data analysis with regard to diagnosis and prescription.

Rx Helper is an interface provided on the Prescription screen invoked via the

Analytics icon: . Refer to figure 7.10-1

Figure 7.10-1: Analytics icon found on Prescription screen

Note: A new property, prognocis.analytics.show is added, if the property value is SET as Y only then the Analytics icon is available on the Prescription screen.

User has a provision to search, filter, and view drug and Prescription related information on the basis of Age, Gender, and Diagnosis. Refer to figure 7.10-2

Results are listed in form of bar chart, pie chart, and listings.

Figure 7.10-2: Rx Helper interface

Release Notes V3B2


#1 Patient Info: The band displays patient information such as Name, Gender, and Age.

#2 Filters: Categories of filters available are Encounters with Diagnosis; Population; Gender; Age Range; and Date Range

Encounters with Diagnosis: The diagnostic codes that have been added in Assessment are displayed in the Analytics popup, the search results can be filtered based on selection of these diagnostic codes. The options available are

Any Selected Diagnosis – Filter based on any one of the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having even one of the codes available are displayed.

At least Selected Diagnosis – Filter based on all of the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having all of the selected codes (among others) are displayed.

Only Selected Diagnosis – Filter based on only the selected codes. For example, if the codes selected are 222, 333, 555, and 777 then the patient records having ONLY these codes are displayed.

Population: Options available are,

All – Displays a general list of Prescription.

My State – Displays Prescription from the Provider’s State only.

Release Notes V3B2


My Clinic – Displays Prescription from the Provider’s Clinic only.

My Patients – Displays Prescription list from the Provider’s Patient list only.

Gender: Options available are,

All – displays list of prescription prescribed to both Male and Female patients.

Male – Displays from list of prescription prescribed only to Male patients.

Female – Displays from list of prescription prescribed only to Female patients.

#3 Diagnosis Search – It functions as a specialized search for ICD (Diagnosis) codes. Users are required to either enter ICD codes or directly enter the code details in text format. Refer to figures 7.10-3 and 7.10-4

Figure 7.10-3: Search by means of entering the ICD code

Figure 7.10-4: Search by means of entering plain text

Release Notes V3B2


#4 ICD Codes – These are the ICD codes that are either available on Patient’s Assessment screen and/or selected via Diagnosis Search. Each code has a checkbox for individual code selection and code details. If the checkbox is selected then the respective code’s Prescription details is displayed in form of bar and pie chart and also as a list in pages.

#5 Bar Chart – It displays the top five or frequently prescribed listing of drugs (over the number of encounters) in a bar chart format. The bars appear in a descending order, detailing the drug name, No. of Providers who has prescribed in ‘count’ as well as in ‘percentage’. Refer to figure 7.10-5

Figure 7.10-5: Bar chart displaying the five top prescriptions for the diagnosis

#6 Pie Chart – It displays the result based on gender breakdown. Refer to figure 7.10-6

Figure 7.10-6: Pie chart displaying gender breakdown for a diagnosis specific to the female patient

Release Notes V3B2


#7 Drug List – Displays the drug listing for the selected ICD codes or diagnosis. The listing is divided in pages with navigation links, <<PREV and NEXT>> being active if listing available for more than one page. A click on the drug name displays its dosage details. Refer to figure 7.10-7

Figure 7.10-7: Drugs Listing

Release Notes V3B2


7.11 Scheduled vaccines for next 25 years displayed one at a time

Vaccines could be scheduled for a patient aged 5 years up to his/her age of 65 years. Displaying all of his/her scheduled vaccination right up to 65 years when currently the patient is just aged 5 years is something that should be at Clinic’s discretion.

A new property, vaccination.schedule.for.maxyears has been defined to display maximum number of years that a patient’s scheduled vaccination be displayed on the Vaccination screen. If a value in years is SET for the property then system calculates considering Patient’s current age and the value set in property and displays patient’s vaccination details accordingly.

For example, if the Patient’s age is 2 years and the property has the value set as 10 then on the vaccination screen, Patient’s vaccination up to the age of 12 is displayed.

Hint: The property takes a maximum of 25 years.

Release Notes V3B2


7.12 The Master searches of CPT, HCPC, and ICD on Doctor Form are now IMO searches

Navigation GoTo patient’s Encounter TOC Doctor Form

The Master searches of CPT, HCPC, and ICD on Doctor Form are now IMO searches keeping in sync with the IMO searches available throughout PrognoCIS. Refer to figure 7.12-1

Figure 7.12-1: ICD search invoked from Doctor From

The selected codes and IMO description are added to Assessment.

Hint: There is no change in the older doctor forms in any way for the new search to become effective.

7.13 Message sent on review of an Encounter is property based

The messages sent to the Attending Provider on review of an encounter are now property based. That is, based on the property, encounter.review.message.on following conditions is applicable:

If the property value is SET as 0 (zero) then message is sent if the review checkbox is clicked OR Notes has been entered,

If the value is SET as 1 then message is sent only if the review checkbox is selected AND the notes are also entered,

Release Notes V3B2


If the value is SET as 2 then message is sent only if the Review checkbox is selected, and

If the value is SET as 3 then message is sent only if Notes are present.

Figure 7.13-1: Encounter Review screen

7.14 A new Encounter type, ‘FZ’ i.e. Facesheet History is added to track the intermediate HM related activities

Navigation GoTo patient’s Encounter TOC Encounter History

When user is starting a new encounter and if Face Sheet Encounter (Encounter started in absence of Patient) has HM (Health Maintenance) related tests with statuses such as 'Done', 'None Compliance', 'Not Required' then system creates a 'zero duration encounter' of type 'FZ', the Encounter History keeps track of these FZ Encounters. The FZ Encounters are intermediate encounters which are started and closed automatically. The result of this is that depending on the Done and/or Non Compliance frequency set for the tests in Face sheet encounter, the ‘Due’ tests are displayed in a New encounter - created by a User. Refer to figure 7.14-1

Figure 7.14-1: Encounter History displaying details FZ Encounter type and new Encounter created

Release Notes V3B2


Note:

The FZ encounter shares the Encounter date of the new encounter which User starts next. Refer to figure 7.14-1

FZ encounter is allowed to be reopened by the user, but any changes will remain local to that encounter and will NOT affect FS or consequent encounters. This is true for updated details related to Health Maintenance, Social History, and Specialty; the other updated details are carried forward to the next encounter.

If a new encounter is closed out of sequence, an alert is shown to the user mentioning the out of sequence close action and HM data is NOT updated to FS encounter.

FZ encounter cannot be deleted.

8. Patient – Letters-Out

8.1 Enhancement related to Clinical Messaging

Navigation GoTo tab: Patient Letters-Out

The earlier concept of having two different email buttons, one for secured and the other for non-secured is now obsolete. Instead, a new column, Email Type

Release Notes V3B2


has been added that has the options of ‘Secured’ (i.e. message is sent via Sure Script) and ‘Non Secured’ available for the User to choose from.

When a Medics with N2N email address is selected and added from the Medics search then the column, Email Type has ‘Secured’ option selected and similarly if a Medics with general email ID is selected then the option, ‘Non Secured’ is displayed as default selection.

Based on the values selected i.e. either ‘Secured’ or ‘Non Secured’ in the column, Email Type then the emails are sent out either as Secured mail (via Sure Script) or as a Non Secured mail respectively. Refer to the figure 8.1

Figure 8.1-1: Comparison between the Letters-Out screens - before and after

It is important to note that the display of the column, Email Type is property dependent and depends on the property, prognocis.n2n.enable if the property is SET to N then the column is not displayed and by default all messages go in non-secured mode.

If any of the email recipient’s email address (selected either from the Email Type drop-down list, or by click of the Email icon, or entered directly in the field) is non-Secured then the following prompt is displayed, “Sending patient health data over email is not advisable for HIPAA compliance reasons. Do you want to Continue?”

Release Notes V3B2


The conditions when an email would be sent as secured or non-secured depends on Clinical messaging being SET as ON or OFF for the Clinic. Consider the following table:

Table 8.1-1: Conditions to send email secured or non-secured

Consider the following enhancements to CCD file:

- Print: In case CCD file is attached then it prints the HTML of CCD file along with combined single PDF.

- Download: In case CCD file is attached then it downloads XML and HTML both discretely. When a User clicks on download then the CCD HTML file and CCD XML file is downloaded separately in the same folder..

- Email: In case it’s a non secured email and if user is attaching CCD file while sending letter then both XML and the HTML are sent discretely.

- Fax: In case CCD is attached while sending the letter then the HTML of CCD file (after converting to PDF) is sent.

No. of Scenarios

Clinical Messaging (ON/OFF)

Secured Email address of a Medics (Present/ Absent )

Non-Secured Email address of a Medics (Present/Absent)

Secured/ Non-Secured /Blank (Default selected)

1. ON Present Present Secured

2. ON Present Absent Secured

3. ON Absent Present Non- Secured

4. ON Absent Absent Blank

5. OFF Present Present Non- Secured

6. OFF Present Absent Blank

7. OFF Absent Present Non- Secured

8. OFF Absent Absent Blank

Release Notes V3B2


9. CPOE

9.1 Creation of CPOE Refill Encounter and Provider-wise display

To display or create a CPOE Refill Encounter for a Patient, it is required to consider the patient’s Provider (either Attending or Primary or logged-in).

Earlier, the last CPOE Refill encounter’s Provider was considered to either display or create a new CPOE Refill Encounter for a Patient.

Now, following conditions are considered,

If the logged in User is a Provider then the system checks if there is a Refill Encounter already Open with the Encounter Date as TODAY, if found then the same encounter is displayed. If there is no Refill Encounter found for TODAYs date then a new Refill Encounter is created.

If the logged in User is NOT a Provider and there is no CPOE Refill Encounter for TODAYs date then system opens a new CPOE Refill Encounter for patient’s last encounter’s Attending Doctor.

9.2 CPOE Refill (RR Encounter) User Interface (UI) related enhancements

Navigation GoTo tab: CPOE Refill

Following are the Refill Request related UI enhancements: Refer to figure 9.2-1

Encounter Date is now available on the UI.

Name of the Attending Provider earlier just displayed without a label, now the label, ‘Attending Doc’ followed by the name of the Provider is displayed on the UI.

Figure 9.2-1: Newly added Encounter Date field and Attending Doc displayed

Release Notes V3B2


10. Messages

10.1 Two additional places to specify or define the ‘Attach Type’ of a Radiology result attachment

User has a provision to define or specify the attachment type of Radiology Results’ attachment via Messages Attach and Messages Scan

Navigation GoTo tab: Messages Attach

A new drop-down list, Attach Type is added and displays only when a User selects the option of Rad Result from the drop-down list, Attach Refer to figure 10.1-1

Figure 10.1-1: Attach type option as available on the Messages Attach screen

The newly added Attach Type drop-down list allows a User to manually select the attachment type i.e. either Images or Narrative or both.

Navigation GoTo tab: Messages Scan

A new drop-down list, Attach Type is added and displays only when a User selects the option of Rad Result from the option list of Attach Type. Refer to figure 10.1-2

Release Notes V3B2


Figure 10.1-2: Attach type option as available on the Messages Scan screen

Hint: The property, message.attach.radresult.type is now used to SET the default value for the attach type for attachments.

11. Report

11.1 Newly Added tag for logged in User’s report

A new tag [THIS_PERSON] has been added for the generation of Report (Go to tab: Settings Configuration Tabular My reports popup SQL). This tag will generate the tabular report related to the logged in User only.

11.2 Fillable PDF Form for Worker’s Compensation

There are forms required to be filled in for Workers’ Compensation that are filed by Healthcare Providers to the Workers’ Compensation board in the event of a patient injured at work. These forms have standard formats and are available in PDFs. It has always been a time consuming activity for Clinics to get these forms filled in and to maintain accuracy at the same time.

Fillable PDF Forms are forms that are electronically generated PDFs with filled in values coming from patient’s encounter; thus ensuring speed and accuracy.

Currently, PrognoCIS supports the following group of forms from the states of New York and Florida:

Doctor’s Initial Report, C-4;

Release Notes V3B2


Doctor’s Progress Report, C-4.2;

Florida Worker’s Compensation – DWC25

Fillable Forms are designed from a new link, Fillable Forms (GoTo tab: Settings Configuration Fillable Forms). It has been designed in such a way that data is pulled from encounters or patient’s records using relevant tags. The field name and its relevant tags are pipe (|) separated. Refer to figure 11.2-1

Figure 11.2-1: Fillable Form in design mode

On Specialty screen:

User has option to select the specialty template with Fillable form template as print output. Refer to figure 11.2-2

Release Notes V3B2


Figure 11.2-2: Fillable Form as seen when previewed

Note: Fillable Forms on preview are non-editable.

On Progress Notes Report:

Fillable Form template is available from the Progress Notes Report. Refer to figure 11.2-3

Figure 11.2-3: Fillable Form as displayed on the Progress Notes Report

Release Notes V3B2


On Letter-Out screen:

The Fillable PDF form is available in the form of attachment that is sent out with the message. Refer to figure 11.2-4

Figure 11.2-4: Fillable Form as attachment on the Letters-Out screen

11.3 Encounter time calculated using formula

For a practitioner who requires knowing the exact time spent on every patient’s encounter, now has a provision to implement the newly added formula, Min CALC_ that calculates difference between the Start time and End time of an Encounter and displays this resultant time value in a tabular report. The report generated comes handy to the practitioner.

~On Report Design screen~

The section is applicable only for User’s with Admin login.

Navigation GoTo: tab: Settings Configuration column: Report Design Tabular

Release Notes V3B2


Figure 11.3-1: Configuring the End Time and Start Time values in the formula

While designing the report, User needs to understand that the formula has two inputs, as in Min CALC_4:3 here the number 4 and 3 denote the serial number in which the encounter end time and encounter start time have been defined respectively. The formula calculates on the basis of the time difference between the End Time and the Start Time.

Note: These numbers may vary according to the position SET by the Users (while designing the report) for the Start and End Time.

Also, User needs to create a specialty template (GoTo tab: Settings Configuration under Specialty column Template) with two Tests namely Start Time and End Time and assigning them with the result type as text.

Similarly, if required then create a Doctor Form template (GoTo tab: Settings Configuration Doctor Forms).

~On Specialty screen and/or Doctor Form~

Now, on the Specialty screen (GoTo patient’s Encounter TOC Specialty) select the appropriate template and start using the template by adding the appropriate values. Refer to figure 11.3-2

Release Notes V3B2


Figure 11.3-2: Specialty screen displaying the template that captures User’s input of Start and End Time

Similarly, on Doctor Form, User inputs are captured or saved.

Note: User is expected to enter military time.

~On Tabular Report screen~

Navigation GoTo: tab: Patient Reports Tabular Select the report that was designed from the Report Design screen

Run the report to view the exact time spent on every patient’s encounter. Refer to figure 11.3-3

Figure 11.3-3: Calculated value displayed in minutes on the basis of Min CALC_ formula

12. Settings

12.1 Multiple alternate Refill Receivers on Medics screen

A new field Refill Receivers has been provided on the Providers registration screen. Refill Receivers will be an alternate refill receiver who will receive all the

Release Notes V3B2


messages related to refill. Also, they can accept or reject the refill request based on their access rights for refill. Refer to Figure 9.1-1

Figure 12.1- 1: Refill Receiver on medics screen

12.2 Provision to email login details of Medics and Patient Portal either as an attachment (encrypted) or plain text

Navigation GoTo tab: Settings Configuration Email

Tags, _USER_ID_ and _PASSWORD_ when used in the email templates (meant for Medics and/or Patient’s login details) displays the Login details directly in body of the email. In the absence of these tags the login details is sent in the form of an encrypted attachment (PDF) to the patient.

12.3 Provision to define a standard rule to generate password for Patient and Medics login details

Two new properties, login.patient.password.rule and login.medics.password.rule is added to define a standard rule to generate the password for Patient and Medics login.

The rule if SET as DOBMMDDYYYY (without separators) would generate password for patients and medics with their Date of Birth in MMDDYYYY format.

Release Notes V3B2


To have a common password for all patients then the value in property should be SET with that particular text. For example, if the value is set to password1 then password1 will be considered as password for all Patients and Medics.

12.4 Provision to define expressions for Patient Type

Navigation GoTo tab: Settings Configuration Expression select type option Patient [+] Object search

User now has an additional provision to define expressions for Patient Type. Refer to figure 12.4-1

Figure 12.4-1: Newly added ‘Patient Type Name’ object

A new Object, Patient Type Name with tag ID 113 has been added and is available in the Object Search. A User has to select Patient Type Name from the Object search and define it with a Patient Group (PG) value for example, DISCHARGED. Once the expression has been defined with other appropriate details then at the Encounter Level for the selected Patient Type the appropriate expression is generated at the trigger of defined events.

Release Notes V3B2


13. Portal

13.1 Patients now have provision to view the attachment(s) of their radiology result(s) on Patient Portal

A patient’s radiology result consisting of images or images and narrative or plain narrative is now available for the patient’s viewing on the portal.

The Radiology results displayed on the portal are attached from different locations from the EMR, such as patient’s Encounter screen, Messages Attach screen, and from Messages Scan screen.

The View Attachment icon has been provided to view the attachments. Refer to Figure 13.1-1

Figure 13.1- 1: View Attachment icon

The icon when clicked invokes the screen to view individual attachments. Refer to Figure 13.1-2

Release Notes V3B2


Figure 13.1- 2: Viewed attachment

- User needs to select the required attachment to be viewed, from the Select Attachment drop-down list. Refer to Figure 10.1-2

- Test level attachments are named as Test Attachment 1, Test Attachment 2, Test Attachment 3 etc. and Order Level Attachments are named as Order Attachment 1, Order Attachment 2, Order Attachment 3 etc.

- A click on the Download button downloads the attachment in PDF format.

13.2 Documents attached to a patient’s record is now available for viewing by patient’s Reference Provider on Ref Doc Portal

A Patient’s Reference Provider now has a provision to view attachments associated with the Patient’s records; these attachments are of document types FHR, CCD, Progress Notes, Letters, Lab or Radiology results.

On My Patient’s tab, the Letters/Documents screen displays a list of Patients and attached documents sent by their respective Clinics.

The attachment is viewed on click on View Attachment icon. Refer to figure 13.2-1

Release Notes V3B2


Figure 13.2-1: View Attachment icon available to view document attachments

A Patient’s list of attachments is also viewed by selecting the respective documents from the Select Attachment drop-down menu which makes viewing Patient’s individually documents one-after-the-other. Refer to figure 13.2-2

Release Notes V3B2


Figure 13.2-2: Provision to select individual attachments from the drop-down list: Select Attachments

13.3 PayPros

A new Integration of PrognoCIS with PayPros, Patients makes it possible to perform online electronic payment of their outstanding amounts anytime from anywhere through Patient Portal, view the updates and print receipts too.

The Biller on the other hand gets a readymade auto generated Patient Receipt in PrognoCIS for every PayPros transaction by patients which the Biller can apply to appropriate outstanding claim and post.

Billing Tab available on Patient Portal allows User to review their outstanding amounts and pay using Credit Card. Refer to figure 13.3-1

Release Notes V3B2


Figure 13.3-1: Billing Tab displaying Patient Outstanding

After reviewing the outstanding amount, the patient is provided with three options to choose from:

i. Current Outstandings - displays the current amount due from the patient,

including the latest patient responsibility after sending last statement. Best

option to choose if the Patient decides to pay the entire current outstanding

amount.

ii. Last Outstanding Amount - displays the last amount paid by the patient. The

hyperlink on click displays the last statement sent. This amount can be

different than the Current Outstanding amount and Patient can choose to pay

this amount.

iii. Other Outstandings - the patient just types in the amount that he/she

would like to pay online. The field is enabled only when the amount

entered is more than $0.00. The text field allows only positive amount to

be entered.

Note: Patient has to choose one of the options and accordingly make the payment online through PayPros.

Electronic Payment Process – the PayPros Interface

Release Notes V3B2


For electronic payment through patient portal, PrognoCIS has interface with PayPros. Once the Patient reviews the outstanding amount and makes a decision of exactly how much amount to pay, he has to follow following steps:

Step1: Select appropriate option for payment. Step2: Enter the comments in the Comments field. For example: Partial Payment Due 120 days. Step3: Click the button ‘pay’. The system takes the user to the payment process screen of PayPros. This screen is PayPros generated screen and by default populates some fields as per data sent by PrognoCIS. Refer to figure 13.3-2 Figure 13.3-2: PayPros screen to Make Payment

Release Notes V3B2


Step 4: Click button ‘Make Payment’ for submitting payment to PayPros. PayPros does various validations related to Card number, Expiration Date, CVV, Amount, with their records and if the data matches, makes payment to the merchant’s account else, returns a failure.

Release Notes V3B2


Step 5: The system displays message “The Transaction completed successfully.” if the transaction passes PayPros validations and sends a success code. Refer to figure 13.3-3

Figure 13.3-3: Payment success screen of PayPros

Step 6: Click on ‘print’ to print Payment Receipt. Refer to figure 13.3-4

Figure 13.3-4: Payment Receipt generated after completion of transaction

Note:

Receipt can be printed even if the Patient Receipt is still in Entered Status.

Release Notes V3B2


The Last Receipt#, Date, Amount, Paid By displays the Status as ‘unposted’.

Since the Patient Receipt is not yet posted in PrognoCIS by Biller, the Total Due $ and Net Due $ will not be shown as reduced at this stage.

Refer to figure 13.3-5

Figure 13.3-5: The Last Receipt#, Date, Amount, Paid By displays the Status as ‘unposted’.

Patient Payment screen under the ‘Billing’ tab of Patient Portal now shows a new entry after successful PayPros transaction with Id starting with PPPAY reflecting Patient Portal Payment, Date Received as successful transaction date, Paid amount equal to the successful PayPros transaction amount and Mode of Payment as

Credit Card. Refer to figure 13.3-6

Figure 13.3-6: Patient Payments screen with new entry of PPPAY Patient Receipt

Release Notes V3B2


14. iPhone

14.1 Quick registration of Patients possible from iPhone

A Provision has been provided now to add and register a new Patient quickly with the newly introduced New Patient form on the iPhone.

Navigation Go to: Patient tile tap [+] icon Refer to figure 14.1-1

Figure 14.1- 1: Newly added [+] icon displayed

On click the [+] icon opens the New Patient form, User has to fill in the required details and tap on Save button.

Release Notes V3B2


Following is the list of fields found on the New Patient Form:

Title

Chart number

First name

Middle name

Last name

DOB

Sex

Marital status

Primary doc

Referring doc

Telephone(H)

Telephone(W)

E-mail

Release Notes V3B2


Figure 14.1- 2: New Patient Registration Form displayed

On successfully registering the patient information a confirmation prompt is displayed. Refer to figure 14.1-3

Release Notes V3B2


Figure 14.1- 3: Prompt confirming successful addition of Patient information

15. Miscellaneous

15.1 The provision to keep PrognoCIS application window resizable on IE browser is now optional

A new property, prognocis.resize.applicable is added which if SET to Y then PrognoCIS window becomes resizable, the maximize button on the browser is available for resizing and If SET to N, then user cannot resize application window either by dragging it or by clicking maximize button on the browser.

Release Notes V3B2


Note: This property is applicable only for Internet Explorer (IE) browser. For a non IE browser the property value will always be Y.

15.2 The term 'CCD' used consistently throughout PrognoCIS

To avoid inconsistency between the terms 'C-CDA' and 'CCD', the term 'CCD' has been used consistently throughout PrognoCIS.

15.3 List of newly defined properties

Refer to the following table of 15.3-1 for the list of newly defined properties in the current version:

Table 15.3-1: Newly defined properties list

No. Property Tag Value Help

Implementation of ICD10

1. icd10.start.date YYYY-MM-DD

ICD 10 Start Date is entered in YYYY-

MM-DD Format. If the property is left blank then 2015-10-01 will be considered as a start date for ICD10.

2. encounter.show.icd10codes.intags

D or Y If value is D, it considers Attending Doc flag MED_BOOL_PRINT_ICD9INTAGS. If value is Y, then it considers ICD10.

Clinic banner

3. 1. banner.hide.clinic.name Y or N

If SET to Y then clinic name won't be displayed on the banner and if SET to N or left as blank then both Clinic name and logo are displayed.

Appointment Schedule

4. 2. scheduler.status.flags VCP

The values set in this property are displayed as a prefix to the patient's name on the

Release Notes V3B2


Appointment Schedule screen.

Where,

V - Validate if Insurance Eligibility Exists for Primary Insurance of the Patient;

C - If Appointment status is Scheduled it is considered Confirmed;

P – if a Patient Form has been filled

Note: If any of the information about the Patient is missing then on screen it is replaced with a hyphen ‘-’. For example, -c-p <patient name>.

5. scheduler.status.flags Either or all values of VCP

To make the Move Appointment

icon: and feature available in PrognoCIS, there should be either or all values of VCP in the property.

Note: The same property is also applicable for mentioning appointment flags such as V, C, and P on the Appointment Schedule screen.

6. appointment.duplicate.warning

Y or N If SET as Y then the details of Patient(s) existing appointment(s) for the current date (if available) is displayed while scheduling the appointment.

Patient Registration

7. patient.udf.label <as entered by the User>

The value entered by the User in the property is displayed as the label of the User Defined Field (UDF) button on the Patient

Release Notes V3B2


Registration screen.

Patient Portal

8. login.patient.password.rule

DOBMMDDYYYY

Set the rule to be used to generate the password for patients automatically. If the value DOBMMDDYYYY is SET without separators then the password generated for patients will be Date of Birth in MMDDYYYY format. And if User wants to have same password for all patients then the value set property, for example, ‘Password!’ Then ‘Password!’ becomes the password of all patients.

Vaccination

9. vaccination.schedule.for.maxyears

<number in years>

SET the max limit in years for vaccinations to be available as scheduled. The maximum value allowed is 25.

10. vaccination.admin.mandatory

123456789

SET the property value as 1 to 9 without any separator to make the respective fields of Administer Vaccine popup mandatory where 1- Dosage/Quantity; 2 - Unit; 3 - Route; 4 - Site; 5 - Manufacturer; 6 - Lot #; 7 - Expiration Date; 8 - VIS Publish Date; 9 - VIS Presented Date. This property is applicable only for the option, ‘Vaccine on this visit’.

Release Notes V3B2


Message Attach and Scan

11. message.attach.radresult.type

123 Used to set default value for the attach type for attachments added from Message > Attach and Scan menu for RAD result type. Possible values are 1 – Image, 2 – Narrative or 3 – Image and Narrative. For RAD Import, this property value shall be set for all imported RAD attachments. If property blank, default is 2.

Prescription

12. prognocis.analytics.show

Y or N Set property value as Y to display the Analytics icon on the Prescription screen.

General or Miscellaneous

13. prognocis.resize.applicable

Y or N If SET to Y, then PrognoCIS window becomes resizable, the maximize button on the browser is available for resizing and If set to N, then user cannot resize application window either by dragging it or by clicking maximize button on the browser. Note: This property is applicable only for Internet Explorer (IE) browser. For a non IE browser the property value will always be Y.

Release Notes V3B2


14. login.medics.password.rule

DOBMMDDYYYY

Set the rule to be used to generate the password for medics automatically. Rule can have a value DOBMMDDYYYY without separators, so that password generated for patients will be Date of Birth in MMDDYYYY format. If user wants to have same password for all medics then set the value in property for example if the value is set to password1 then password1 will be considered for all medics.

15. encounter.review.message.on

0123 Set 0 to send a message if Review is Checked OR Notes are Present; 1 to send a message if Review is Checked AND Notes are Present; 2 to send message if Review is Checked; 3 to send message if Notes are Present.

16. assessment.ignore.check4valid.icdcodes

Y or N SET the value as Y to override the validations such as 1) Encounter marked as ICD9 cannot have duplicate ICD9 values. 2) Encounter marked as ICD10 cannot have blank ICD10 codes.

15.4 List of newly added or updated icons

Refer to the following table of 15.4-1 for the list of newly added or updated icons in the current version:

Table 15.4-1: Newly added or updated icons list

No. Icon Name Available on screen

1. Move Appointment Appointment Schedule

2.

View (Radiology) Attachment

Available on Portal

Release Notes V3B2


3. Higher than Max Lab/Radiology Matrix

4. Lower than Max Lab/Radiology Matrix

5. Review Pending Lab/Radiology Matrix

6.

Graph Lab/Radiology Matrix

7. Displays Test/Order Level Comments

Lab/Radiology Matrix

8.

Displays, Order Level attachments

Lab/Radiology Matrix

9. Indicates accepted Patient Form

Home screen Appointment Tab

10.

Measure Help Assessment screen NQF button NQF Compliance Status popup

15.5 List of obsolete properties in V3B2

Refer to the following table of 15.5-1 for the list of obsolete properties in the current version:

Table 15.5-1: Obsolete properties list

Sr. No Property

1. lab.matrix.display.cols

2. lab.matrix.display.rows

3. lab.matrix.showpages

4. lab.matrix.useAdhocSystem

5. rad.matrix.display.cols

Release Notes V3B2


6. rad.matrix.display.rows

7. rad.matrix.showpages

8. rad.matrix.useAdhocSystem