Calibrating your tablet allows you to ensure accuracy as you handwrite on the screen and/or select items on the screen. 1
Every user has the capability to set various defaults for themselves. 2
You can disable the You Have Mail audio and pop up 3
You can hide the PCM web search screen when logging on 4
You can automatically hide finished appointments in the Daily Appt List 5
You can inactivate unnecessary Preventive Services 6
You can hide the date screen when attaching documents 7
You can hide the @Text, @Date, and @Number fields in Picklists 8
You can disable the comments box from popping up when closing documents 9
You can disable the password screen when signing documents 10
You can set a default refill amount, expires date, subs ok, etc 11
You can disable yellow drug-drug interaction pop ups 12
You can disable the refills and dispense amount pop up 13
You can set a default pharmacy for the prescription writer 14
You can disable the patient info stamp pop up when printing/faxing/emailing 15
You can hide the patient s name and date of birth on sticky notes 16
You can change the default font size for text boxes and sticky notes 17
Almost all user defaults can be set in the Setup Misc User Defaults window 18
Defaults can also be set clinic-wide to increase ease of use within the system. 19
You can hide the Preventive Services Risk Initialization pop up 20
You can set a default chart tab that is already selected when opening a chart 21
Submit patient care data to your associated hospital s health information exchange. 22
HIE Connectivity Allows you to share patient care data with other providers associated with the same hospital. Improves the speed, quality, safety, and cost of patient care. Automatically takes place in the background once setup. Is not required for Meaningful Use. 23
By default, all patients are opted in to sharing data with the HIE. It is your responsibility to inform all patients that their health information will be shared with the HIE and to obtain written, signed consent from all patients (new and existing). If a patient doesn t consent to sharing their data with the HIE, you must opt the patient out of sharing. 24
Once the HIE connection is established, patient data will be automatically submitted to the HIE when any PCM user a) Generates a clinical summary at check out. b) Manually generates a clinical summary (DOS or All Data). c) Generates a summary of care record via a treatment plan. 25
Patient care data that will be shared with the HIE includes 26
Patient care data that will be shared with the HIE includes Patient name Demographic information (preferred language, sex, race, ethnicity, date of birth) Guarantor details Insurance details Provider s name and office contact information Date and location of the visit Referring or transitioning provider s name and office contact information (EP only) Procedures (DATA TABLE) Encounter diagnosis (DATA TABLE) Immunizations (DATA TABLE) Laboratory test results (DATA TABLE) Vital signs (height, weight, blood pressure, BMI) (DATA TABLE) Smoking status (DATA TABLE) Functional status, including activities of daily living, cognitive and disability status (DATA TABLE) Care plan field, including goals and instructions (DATA TABLE) Care team, including the PCP of record and any additional known care team members Reason for referral Current problem list (Eps may also include historical problems at their discretion) (DATA TABLE) Current medication list (DATA TABLE) Current medication allergy list (DATA TABLE) Chief complaint and reason for visit (DATA TABLE) Future appointments Encounters (DATA TABLE) 27
Excluding data from submission to the HIE Can be done at your discretion, however certain data must still be recorded for Meaningful Use requirements. Will likely require you to explain to the hospital why you want the data excluded. Is done in PCM by excluding the data table from the Formal Health Record. 28
Get started with HIE connectivity By opening a Reference with our Support Dept that includes a contact name and number for your hospital HIE. By obtaining/creating a consent form for patients to sign that authorizes their data to be shared with the HIE. By ensuring your staff knows how to opt a patient out of sharing their data with the HIE. 29
Opt a patient out of sharing via the Patient Data Editor in PCM 30
Electronically capture patient signatures via Topaz Signature Pad or any Tablet PC. **Not available for hosted or subscription clients yet.** 31
This new feature can be used with PDF, PEN, and TEXT type documents that are Univ, AllUser, NOSIG, or REQ type. You can capture more than one patient signature on a document. The patient s guarantor name and the date/time will show below the patient signature. The patient s name will show if a guarantor for the patient does not exist. Once the patient signs and the document is saved, their signature cannot be manipulated or deleted. 32
In October 2015, CMS announced a number of changes to the Meaningful Use requirements. 33
Here s what you need to know about meeting the EHR Incentive Program requirements in 2016: All providers (EPs) REGARDLESS OF STAGE are required to attest to a single set of objectives and measures. This replaces the core and menu structure of previous stages. For EPs, there are 10 objectives. In 2016, all EPs must attest to objectives and measures using EHR technology certified to the 2014 Edition. Prime Clinical hosts LIVE webinars twice a week (Tues & Fri) to cover Meaningful Use. 34
EHR Reporting Period The EHR reporting period must be completed within January 1 and December 31 of the 2016 calendar year. For all returning participants, the EHR reporting period will be a full calendar year from January 1, 2016 through December 31, 2016. For EPs that have not successfully demonstrated meaningful use in a prior year, the EHR reporting period will be any continuous 90-day period. 35
Removed Stage 2 Objectives: Demographics Vital Signs Smoking Status Clinical Summaries Clinical Lab Tests Patient Lists Reports Preventive Services / Patient Reminders Electronic Notes Imaging Results Family Health History 36
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This objective has not changed. 38
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You must transmit the summary of care record via direct messaging. 49
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CCD must be generated and the invitation sent within 4 business days. 55
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Patient Portal allows patients secure access to their health information for purposes of viewing and updating. The Portal also allows for secure communication between patients and office staff. 71
The Patient Portal Allows patients to securely post their demographic data to your database over the internet. *COMING SOON* Patients can also directly input their allergies, medications, etc via the portal. Allows you to share documents and data tables with patients and outside providers. Allows patients to send messages to you and your staff to request appointments or additional information. 72
Patient Portal and Meaningful Use Patients can send messages to the providers for meeting the Secure Messaging Objective. Patients can use the Clinical Summary option to view, download, or share their information for meeting the Patient Electronic Access Objective. 73
Initial setup includes -Selecting portal administrators. -Customizing automatic emails as needed (patient & provider invites & notifications). -Customizing the Terms & Conditions. -Selecting what demographic information patients must complete. -Customizing your clinic and website details. -Customizing patient options to request or schedule their own appointments. -Indicating what data tables and chart documents patients and providers will have access to. -Indicating which PCM users should be visible online to patients. -Setting PCM user roles within the portal. -Indicating online payment options. -Indicating options for patients to upload files. -Customizing patient questionnaires. 74
Messaging patients from within PCM 75
Receiving messages from patients 76
Allowing patients to schedule their own appointments 77
Allowing patients to schedule their own appointments 78
Allowing patients to schedule their own appointments 79
Allowing patients to schedule their own appointments 80
Allowing patients to schedule their own appointments 81
An HL7 interface allows lab reports, hospital reports, transcription, etc to automatically file into PCM. 82
An HL7 interface -Is a method to electronically receive data from labs, hospitals, transcription companies, etc. -Allows the reports to automatically file into PCM (abnormal results go to the Abnormal Inbox as well). -Provides a way to import lab results directly into text notes, as well as graph results. 83
If you have existing HL7 interfaces -Please have your staff contact our Support Dept if reports rarely auto-file to charts or if you stop receiving reports. If you d like to setup an interface with a lab, hospital, etc -Please have your Rep from the lab, hospital, etc reach out to our Sales Dept (Marty Beteta at marty@primeclinical.com or 626-449-1705 Ext 222). 84
When results come in via an HL7 interface, they will automatically go to the Abnormal Inbox if the facility they came from flagged them as abnormal. The Abnormal Inbox is a central location your staff can check for abnormal results. 85
You can also manually send documents to the Abnormal Inbox 86
With appropriate user permissions, the results can be manually removed from the Abnormal Inbox 87
Results can be automatically removed from the Abnormal Inbox when signing 88
Once removed from the Abnormal Inbox, the document in the chart displays FU Complete in the Comment 89
Results automatically display in the HL7 Results data table 90
Results can also be mapped to custom data tables. When results are received, they automatically populate in the mapped table 91
Results can be graphed from the HL7 Results data table as well as the custom data table 92
Results can also be automatically imported into text notes as data tables and/or graphs 93
Mapping results to custom data tables is done through the Data Maintenance Menu in PCM 94
Documents in a user s inbox that do not require a signature can be marked as read and quickly removed from the inbox. 95
This option only applies to the following types of documents Documents requiring your signature which have already been signed by you Documents that have an author of Univ, Web, Photo, or Image Documents that have NOSIG as the signor 96
The option must first be enabled 97
In your inbox, notice the icons to the left of the date 98
The first method for marking a document as Read is to check the box to the left of the date while the document is previewed on the right 99
The second method is to open the document to Edit mode and then close the document 10 0
The Audit Trail then records the event, Record Marked Read 10 1
Once PCM is EPCS certified, providers will be able to submit prescriptions for controlled substances electronically. 102
Using EPCS is voluntary from the DEA s perspective, unless the state requires it. Providers wishing to participate in EPCS must undergo formal identityproofing and must use a two-factor authentication to sign each prescription. The IDP process for PCM users is done by Newcrop, through Verizon s Universal Identity Service (UIS). -Existing PCM providers only need to undergo the IDP if they wish to participate in EPCS. -New providers will have to undergo both the IDP and Credentialing 10 3
The two factor authentication process is The password that was used to create the UIS profile PLUS A one-time passcode that is received either by voice, text, soft token, or hard token. 10 4
More details on the workflow will become available as PCS moves closer to completing certification. 10 5
Treatment plans allow Providers to issue orders for a patient and have the associated requisitions, tasks, education material, charges, etc automatically be generated for the patient. 106
You can apply a treatment plan from within a chart 107
You can apply a treatment plan from within a text note 108
You can apply a treatment plan from within a pen note 109
You can set text templates to prompt for a treatment plan when signing 110
Treatment plans can display what was done during the visit 111
Treatment plans can generate education material for patients that can either print when the treatment plan is applied or print upon check out 112
Treatment plans can generate requisition forms 113
Treatment plans can generate other types of documents 114
Treatment plans can generate tasks 115
Treatment plans can generate patient reminders 116
Treatment plans can generate tasks for a staff member to create the Transition of Care CCD Summary when referring patients out 117
Treatment plans can be used to post charges to Intellect 118
You can select the items specific to that patient 119
The selected items appear on a text note 120
In a text note, you can finish/sign the note and apply the treatment plan or you can apply the treatment plan only 121
The treatment plan items display on the Clinical Summary for the patient 122
Provider type users can post charges from PCM directly into Intellect via Treatment Plans. 123
Posting charges from PCM to Intellect eliminates the need for a paper Superbill 124
In the treatment plan window, select the applicable charges as well as the diagnosis (you can select up to four diagnoses) 125
The diagnosis selected in the treatment plan is added to the Patient s Diagnosis/Past History table if it wasn t already there 126
When applying the treatment plan, the charge(s) and diagnosis(es) selected in the treatment plan are imported into the Charge Entry screen 127
You can add modifiers if applicable 128
You can modify the units 129
If more than four diagnoses need to be associated with one CPT code, multiple charge lines can be added for the same CPT code 130
You can add charges on the fly as well by selecting Add New Charge and selecting from the Pan Code drop down 131
You can send the charges to Intellect and have them import immediately. If changes need to be made after sending the charges, it would have to be done in Intellect 132
You can send the charges to Intellect and have them import between 1 to 24 hours after sending them. If changes need to be made after sending the charges, it could still be done in PCM as long as the scheduled import time has not passed 133
You can have the charges set to Hold in Intellect. This gives the biller a chance to verify the charges. It also means the biller would have to select to release them in Intellect for claims to be either printed or submitted electronically. You can instead have the charges set to not Hold in Intellect. If your billing is setup to run on automation, this means the charges would be processed when the automation runs. This option generally means no one is verifying the charges in Intellect. 134
You can view your unfinished fee tickets 135
Numerous tools and resources are available on our website: www.primeclinical.com 136
You ll need your login and password 137
Continuing education, classes, and workshop details are available 138
Meaningful Use details and resources are available 139
OnSTAFF/Intellect details and resources are available 140
PCM details and resources are available 141
The PCM Template Library contains specialty specific text templates, pen templates, requisition templates, and macros that can be transferred to your system 142
Providers 143