Centricity® Practice Solution - Cpstraining

Transcription

GE Healthcare IT
Centricity® Practice Solution
CPS Upgrade Companion Guide
Centricity® Services
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Copyright 2011 General Electric Company. All rights reserved.
Confidential and Proprietary Information
1
Confidentiality and Proprietary Rights and Limitations and Conditions of Use
This document is the confidential property of GE Healthcare, a division of General
Electric Company (“GE Healthcare”) and is furnished to you, a current GE Healthcare
customer, pursuant to an agreement between you and GE Healthcare. If you are not
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Healthcare. Contact your GE Healthcare representative with any inquiries regarding
copying and/or using the materials contained in this document outside of the limited
scope described herein.
GE Healthcare reminds you that there may be legal, ethical, and moral obligations for
medical care providers to protect sensitive patient information when dealing with
vendors such as GE Healthcare. You should obtain explicit written consent from both
the patient and GE Healthcare before you disclose sensitive patient information to GE
Healthcare.
Trademarks
GE, the GE Monogram, Imagination at work, and Centricity are trademarks of General
Electric Company. All other product names and logos are trademarks or registered
trademarks of their respective companies
Copyright Notice
Disclaimers
Any information related to clinical functionality is intended for clinical professionals.
Clinical professionals are expected to know the medical procedures, practices and
terminology required to monitor patients. Operation of the product should neither
circumvent nor take precedence over required patient care, nor should it impede the
human intervention of attending nurses, physicians or other medical personnel in a
manner that would have a negative impact on patient health.
General Electric Company reserves the right to make changes in specifications and
features shown herein, or discontinue the products described at any time without
notice or obligation. This does not constitute a representation or warranty regarding
the product or service featured. All illustrations or examples are provided for
informational or reference purposes and/or as fictional examples only. Your product
features and configuration may be different than those shown.
GE Healthcare IT
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Barrington, IL 60010 U.S.A.
www.gehealthcare.com
How to Use this Companion Guide:
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This Companion Guide is provided as an ancillary instructional guide to be used in
conjunction with the CPS or EMR Computer Based Tutorials (CBT's), CPS or EMR
Help Guides (F1), and CPS or EMR New Version Release Notes available to you with
the purchase of the CPS product(s). Additionally, during your CPS or EMR
Implementation or Upgrade, you will have GE Healthcare professionals available
to assist you as designed by your purchase.
For field-by-field explanation of the product or for point-and-click functionality
explanation, please reference the CBTs, Help Guides, and/or New Version Release
Notes. This Companion Guide is a compilation of “best practices” obtained from
multiple healthcare practice workflows, which are combined with the
functionality of CPS or EMR software, to provide the most commonly used
workflows within an ambulatory physician office. The workflows described in this
Companion Guide are recommendations ONLY and do not necessarily reflect
mandatory setup/settings. The Companion Guide should be used as a reference
in determining the best workflow designs for your specific medical practice needs.
The Companion Guide is divided into sections that represent major functionality
areas and/or workflows of the CPS or EMR product. Please note that topics
affecting more than one area of functionality may be cross-referenced. Also, at
the end of each section, you will find a Notes area available for your own
customized notes.
Since this Upgrade Companion Guide is a compilation of “Best Practices” related
to new features contained in this specific CPS or EMR product release, it is
important to acknowledge that each product release contains an assortment of
technical enhancements. Since these technical enhancements do not directly
impact the average end user, they are not discussed here. Please reference the
Release Notes for this specific product version to learn more about all technical
improvements, changes and enhancements.
Very Important Notice: If you have access the CPS or EMR Upgrade Companion
Guides prior to General Release of a specific product release (i.e., You are an Early
Adopter Program-EAP Customer, etc.), please note that content within that
release's section may be subject to update and may not contain the most recent
screen shots and/or product information. Until General Release, the word DRAFT
will appear at the top of that section. At the time of General Release, that
particular section will be finalized and should be obtained once more from the
Customer Education website.
For more information on customer education services and tools concerning the CPS or EMR products, please visit the Centricity Customer Portal, http://centricityportal.gen21.com/knav/nav and/or the Customer Education website: www.cpstraining‐gehc.com. 3
CPS Upgrading Companion Guide
Upgrading PM2004 and EMR2005 to CPS 2006
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Table of Contents for Upgrading PM2004 and EMR2005 to CPS 2006
New Features for CPS06 Summary: ........................ 3
Administration ........................................................... 4
User Set-Up ................................................................. 5
Scheduling ................................................................... 6
Registration ................................................................ 7
Billing and Charge Retrieval .................................... 8
Collections ................................................................... 9
Payment Plans .......................................................... 10
Reports....................................................................... 11
Chart .......................................................................... 12
2
New Features for CPS06 Summary:
Logon & Main Menu
Administration:
 Active Directory and Users are created
as a Single Sign On (SSO) to both PM &
EMR.
 Login Page allows an (SSO) to access
both the PM & EMR portions of the
product.
 A dropdown allows selecting Location
Of Care or setting as default by users.
 Logout Button allows you to logout to
the Login Screen that you can then Exit
the system.
 Main Menu has a fresh new look with
new buttons, icons, and additional
features.
 Support screen has changed, the
Product update now is a link, and
Optional Components have been
added.
 Preferences can be set per user to
open directly into the Chart Module
bypassing the Main Menu.
 Administration has changed in structure.
The Admin Drop List, also known as the List
Editor, is restructured into a component
related format with added files.
 Doctor’s are now Responsible Providers
with NPI field added in set up. NPI’s are
also added in Company, Facilities, and
Referring Providers table.
 Application window has new items dealing
with Payment plan, Guarantor-based
collection letters, Warnings, and Charge
Import for the EMR.
 Idle timeout system setting is available in
Administration setup.
 Security Set-up, Preferences, and Privileges
for both present in the EMR & Practice
Management modules.
Collections & Reports:
Registration & Scheduling:
 The previous Patient Information is
now Registration with improved
functionality.
 Required Fields selected in
Administration show with asterisks (*)
in Registration.
 Patient Search Criteria has been added
with Insured ID, External ID, Status,
Location, and Bill Code.
 Payment Plan option is now available
for Patients in Registration.
 Scheduling Module now allows the user
ease to open a new view without
closing out.
 The edit menu from the Schedule has
new options to select from.
 Billing Module now has a status of Bad
Debt when writing off accounts to
collections.
 Visit Info Tab has changed Doctor to
Responsible Provider.
 Collection now has an option to update
multiple visits by guarantor from the
Correspondence Notes. Allows selection
of All, Some, or No other visits once the
functionality is set in Administration.
 Collection has an option to enter a Next
Contact Date.
 Collection has a new status of Payment
Plan Delinquency when using the
Payment Plan.
 Reports Module has added new reports
such as Collections Bad Debt Write-off,
Payment Plan List, Payment Plan
Agreement, and Referral Source
Financial Analysis for Appointment.
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Administration
Scenario: You are asked by the Practice Administrator to set up, verify, and understand
the new features and options in your upgraded product.
Typical Staff Responsible for this Process:
Office Manager, Operations Managers, IT staff, and/or Practice Administrators
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Considerations:
You will need to review new fields in Registration and develop workflows that address
the data entry and usage of these new fields.
Administrative:
Determine who is responsible for setting up and maintaining Active Directory for the
staff.
Review the Administration>System>Application; Reports>Collection Letters; and
Security making necessary changes.
Review and update Preferences and Privileges for Responsible Providers, Resources
and Pharmacy. These are located under Administration>Edit Menu>Responsible
Providers; Resources; and Pharmacy.
You will need to review new fields in Registration and develop workflows that address
the data entry and usage of these new fields.
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User Set-Up
Scenario: You are assigned the responsibility of Setting up Users, Preferences, and
Security for the staff.
Office Manager, Operations Managers, IT staff, and/or Clinical Specialists
Administration>System>User/Location Setup> Users, User Preferences, and Security.
Providers and Resources needing Chart Access:
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Considerations:
For more information on Active Directory, Preference, Privileges, and/or Security
reference the online Help Guide.
Administrative:
PM Groups will need to be created for users with like privileges or preferences for the
Active Directory. Then set up security and privileges.
Users needing Chart access need to be set up as Resources in Administration.
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Scheduling
Scenario: You are working with clinical staff and schedulers who will need to verify
appointments. You must review the schedules, appointment types, and decide if you
want to associate appointment types with an encounter form. That will place the
document on hold once you check the patient in on the schedule. You may select a
default schedule for each user’s Summary Tab of the Chart Module.
Scheduling appointments in the Centricity Practice Solutions application is based on
the functionality that previously existed in the PM application-nothing has changed.
But with the integrated scheduling functionality, you no longer need an interface to
handle the following scenarios:
 Cancelling appointments or marking them as No-Shows
 Arriving a patient and alerting the nurse or medical assistant the patient is
ready
 Associating the documentation with the appointment so that paperwork isn’t
lost and appointments are associated with orders
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Considerations:
Will you associate an appointment type to an Encounter type in Administration?
Who is responsible for verification of mapping HL7 appointment status to arrived,
completed, cancelled, and no-shows?
What will be the workflow for arriving a patient to notify clinical staff when patients are
ready?
Administrative:
Appointment types need to match or be created.
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Registration
Scenario: Because of the additional fields in Registration, you now need to determine
who is responsible for collecting and entering the information. *Note: This information is
the first step in filling out the claim form and has impact on patient demographics for
the Chart module.
Office Manager, Front office staff, and/or all staff for practice.
Patient Tab-Contact information, demographics (such as race, language, birth date),
sensitive chart status, and patient status (active, inactive, deceased and date of death, or
obsolete).
Guarantor Tab-Contact information and relationship to the patient, as well as employment
information for the guarantor.
Additional Tab-Referrals, employment, student status, authorizations, notes, and alerts.
Insurance Tab-Insured information, insurance policy and eligibility information, along with
company contact information.
Contacts Tab-Personal and professional contacts, as well as Pharmacies are entered here.
Payment Plan Tab-Payment history, current balances, and active/inactive payment plans.
Appointment tab-Appointment notes, recall, history.
Financial Tab-Billing and statement information and notes.
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Considerations:
Decide which fields will be required when registering new patients.
Decide what fields, tabs, and insurance information will be collected during scheduling.
Decide who is responsible for verification of the patient registration at time of
appointment, scanning insurance cards, assigning Sensitive Chart option.
Create a workflow for Authorizations and dates, which are required for billing.
Create a workflow for obtaining Patient photos.
Create policy for Patient Note and Patient alert Note field’s use. These will display on
the Summary Tab of the Chart and printing a patient record.
Administrative:
Select required field in Administration for registering new patients.
Billing and Charge Retrieval
Scenario: You are now using the combined CPS product and ready to utilize the Orders
component area of the chart module. This will directly impact the Charge Entry process
and workflow in the Billing module for service charge capture.
Office Manager, Billing and/or Check out staff
In this release, your orders billing information flows seamlessly through to your financial
department without the need for an HL7 interface, minimizing potential lost charges.
This application associates a patient chart document with an appointment. The link to a visit
only exists if the appointment is linked to a document that is also linked to a visit.
When the responsible provider adds and signs orders to that chart document, the application
automatically matches up the order information with the associated appointment.
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Considerations:
Create workflow for starting the appointment on the EMR Chart side and make certain to
associate it to the visit or it will create another ticket.
Decide if the responsible provider will sign the orders prior to or at the same time they sign
the document. Signing the order triggers the charge transfer.
Create a workflow when changes need to be made to the charges. This is only a one-way
flow from the EMR Chart to the PM system. Any changes made on the visit in PM will not be
reflected on the order or Office visit document.
The Authorized Provider on the Order must also be the Responsible Provider on the Visit or
another ticket will be produced in the billing screen.
It will be important to monitor duplicates that appear in billing. This could be caused by
Appending original Chart documents or adding new clinical date that is not a match for
service date.
Collections
Scenario: You are responsible for Collection actions for the practice and need to
understand the new collection features.
Billing Managers and Billing staff
 New Collections functionality now allows letters and correspondence
notes for multiple-visits to be updated simultaneously for a single
guarantor. You can print one collection letter that has the total overdue
balance for a guarantor instead of one collection letter per visit. You
can also select the specific visits you want to work with.
 You can easily create and review correspondence notes and update
contact dates. Collection status is also updated automatically. When a
collection balance reaches zero, the payment plan is automatically
inactivated.
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Considerations:
The Collection Status and Next Contact Date can only be updated for those visits in
Collections. Correspondence notes can be updated on all visits regardless of status.
On the correspondence tab, all other patients associated with a single Guarantor will
appear in a box on the upper right.
Create a workflow for managing Payment Plans that become delinquent –reversing
the Payment Plan Delinquency status.
New Billing Status of Bad Debt has been added to be user defined for Collections, as
well as use in an Active Report to Write-off balances. A pop-up warning can be
selected to warn the user when accessing patients with this status.
Administrative:
To use the new functionality to update multiple visits, you must select Guarantor
Based Collections in Administration>Systems>Application.
Payment Plans
Scenario: You have patients that are currently making payments on accounts. You are
now able to create, monitor, and report on guarantor based Payment Plans within
Registration.
Billing Managers and Billing staff
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Considerations:
Create a workflow to utilize the Payment Plan feature, which is specific to patient not
guarantor.
You must Checkmark the Agreement Signed box & enter Date Signed to activate.
You will need to make a new Payment Plan when there are additional charges for the
patient after a plan was initialize.
Only one Payment Plan can be active at a time for each patient.
Reference the Collections considerations for the use of the Reverse Delinquency
button.
Create policy on Payment Plans for pre-paid service such as OB, Surgeries, and/or
Consultations.
Administrative:
Customization of the Agreement letter can be done in Reports>Component specific to
associate with Payment Plan in Administration>Registration>Bill Code.
Reports
Scenario: Now that the Migration is complete, you need to check functionality of
custom reports you had prior to upgrading.
For this release, all standard shipped reports have been converted to Crystal Reports
V10.0. If you plan to use only the shipped reports without modifying them, you don’t
need to convert anything. The application includes all the Crystal Reports files you’ll
need to run the shipped reports. However, if you created custom reports with custom
SQL, they will not work until you convert them to Crystal Reports v10.0
 Financial reports. To upgrade your custom financial reports, use
ReportCoverter.exe. See online help for Reports for complete instructions.
 Clinical reports. If you converted your custom clinical reports when you
upgraded to Centricity Physician Office-EMR 2005, they will work in this
release. If you recently upgraded and have not converted your reports, see
System Requirements for Centricity Practice Solutions.
 Printing Reports instructions are also in the New Release notes. Please refer to
them if you need assistance.
 There are new reports in this release, which require security access to be
assigned.
Considerations:
You will need to test and update Custom reports from both the PM and EMR modules.
You need to run reports and other financials prior to the upgrade and again after the
upgrade to compare for accuracy.
 Identify the need to outsource the custom reports creation, re-build, and/or conversion.
 Clinical custom reports not completed and ready for immediate use must be
considered and workflow in-place.
Administrative:
 New reports need to have security assigned to them in Administration for anyone to use
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Chart
Scenario: Your clinic has just upgraded to CPS06 and you are responsible for
understanding how the Chart module of CPS06 compares to stand-alone, Oracle EMR
2005.
Clinical Staff and/or all staff with access to the Chart
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Considerations:
The Chart Module within CPS 2006 is functionally comparable to Oracle EMR 2005.
If migrating from Oracle EMR 5.6 to CPS 2006 then please reference the Upgrade
Companion Guide and Release Notes for Oracle EMR 2005.
Selecting “Reg” in the EMR launches the Registration Module that contains
information used in both the PM and EMR side of CPS 2006.
PM users with chart access can double-click on the flag icon to go directly to the
Chart’s Desktop and view the flag.
Administrative:
The Go>Setup>Settings/Preferences/Privileges have been incorporated in the
Administration Component.
Chart Access must be granted for all users that require it in
Administration>System>Security>Main Menu>Chart>View Chart.
Users that are not Responsible Providers or Resources will need to be added to the
Resource table prior to granting them Chart access.
Preferences can be set to for a user to open directly into the Chart Module instead of
the Main Menu at login.
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NOTES:
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CPS Upgrading Companion Guide
The new features in this release primarily impact the clinical side of
Centricity Practice Solutions. In addition to meeting the Certification
Commission for Healthcare Information Technology’s (CCHIT) 2007
Certified Ambulatory EHR requirements, the features included in
Centricity Practice Solution 9.0 focus on:
 Improving workflow and the user experience
 Enhancing the overall interoperability infrastructure
 General system maintenance and improved serviceability
1
Table of Contents for Migration to CPS9.0:
New Features for CPS 9.0 Summary: .............................................................3
Patient Historical Information .......................................................................4
Care Alerts- Individual .....................................................................................5
Care Alerts- Bulk ...............................................................................................6
Pop Up Care Alerts in Chart Module..............................................................7
Patient History Tab in Chart ...........................................................................8
Advanced Directives ........................................................................................9
Orders Completion Assistance .................................................................... 10
Other Enhancements .................................................................................... 11
Online help feedback .................................................................................... 11
Login security ................................................................................................. 11
Crystal Reports............................................................................................... 11
Data Symbols.................................................................................................. 12
Default plan-specific information for order codes.................................. 12
Tamper-resistant prescription reports ..................................................... 12
Support for sliding fee schedules ............................................................... 12
External charge retrieval enhancements ................................................. 13
New cell phone and pager fields................................................................. 13
New audit option for Find Patient query ................................................... 13
New minimum number of characters for patient search ...................... 13
Ability to a open chart from the schedule ................................................ 13
Ability to change the Desktop schedule date........................................... 13
Additional data on the Update Problems window................................... 13
Admin Hold orders can now be completed ............................................... 13
Role-based access to inquiries ................................................................... 14
Expanded advance directives options ....................................................... 14
DoFirst kit updated ........................................................................................ 14
New Print Handout button for medications ............................................. 14
No known medications watermark in Charts .......................................... 14
Advanced Eprescribing ................................................................................. 14
Notes: ............................................................................................................... 15
2
New Features for CPS 9.0 Summary:
Registration:
EMR or Chart Module:
 Patient Historical
Information Tab added to
track updates.
 Changes tracked with
Inquiries tab of the
Reports in EMR.
 Care Alerts that signal
information without being a
permanent part of the EMR.
 Pop Up Alerts in the Chart
Module.
 History Tab comes in 2 view
options shipped with the
system. Editing optional.
 Advanced Directives Reviewed
& Medications Reviewed as
items to a flowsheet.
 Orders Completion
preferences added to
Administration.
 Advanced ePrescribing Update
Other Enhancements:
 Default Service Providers by
Location of Care.
 HL7 Orders can be
designed to send signed
orders.
 All standard reports convert
to Crystal Reports 11.5.
 New Data Symbols added
for EMR use.
 Updated Data Symbols.
 Online Help Enhancements
3
Patient Historical Information
Scenario: You are now using your new CPS 9.0 system and have a client that is updating their
demographic information. In the past, tracking changes made to patient data was not available,
but the Historical Tab will now track any demographic changes made to the patient’s account. It
also enables you to report on it within the Inquiries Tab in the Chart Module.
Typical Staff Responsible and/or impacted with this Process:
Office Manager, Billing Department, Collections Department, and/or Clinical Staff
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Considerations:
Create a policy or workflow for reviewing and updating patient demographics.
Users need to understand filling in a previously blank field will NOT populate an entry
to the Historical Data tab.
An Example to using this feature is trying to locate a patient by a maiden or changed
last name and/or trying to find previous addresses or phone numbers for patients.
Reference online help for more information on creating an inquiry or reporting of this
function.
Administrative:
Security needs to be granted to users allowing them Inquires in the EMR Reports
module.
4
Care Alerts- Individual
Scenario: As the Nurse for your clinic you want to create a reminder for patient Walter
Caldwell that he needs to have a Flu Shot at his next appointment since he was not able
to get one today. You are going to create a Care Alert as a future reminder in his chart.
Clinical Manager, Nurses, Medical Assistant, and/or other clinical staff
Individual Care Alerts are created in Chart>Alerts/Flags.
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Considerations:
Care Alerts can be hidden on your desktop but are always visible in the patient chart
from all modules except Flowsheet and Orders.
All Care Alerts will appear in each patient Chart. But like Flags, they are not a legal,
permanent part of the Chart unless converted to a document.
Administrative:
Security needs to be granted to users allowing them access to Inquiries in the EMR
Reports module.
Care Alerts, as well as Pop ups, can be specific to a Location of Care. Filtering by To
Location works in conjunction with a user's settings on the Organize Alerts/Flags
window.
See Release notes for more information as to new system settings, preferences, and
Reports pertaining to Care Alerts with this release.
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Care Alerts- Bulk
Scenario: As the Nurse for your clinic you were asked by the doctors to monitor all
patients that have Hypertension to have a Cholesterol check at least once yearly. You
can run an Inquiry to find all patient with diagnosis of HTN and add a Care alert
accordingly.
Clinical Manager, Nurses, Medical Assistant, and/or other clinical staff
Bulk Care Alerts are created in Chart Module>Reports>Inquiries.
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Considerations:
Care Alerts will appear on the Responsible Providers desktop unless hidden.
Care Alerts also appear in each patient’s Chart but are not a permanent unless
converted to a document.
Care Alerts for patients without a Responsible Provider selected in Registration will
have the flag set to go to desktop of the creator of the Bulk Care Alerts.
Administrative:
Security needs to be granted to users allowing them Inquires in the EMR Reports
module.
For more information on creating, using, and options for Care Alerts please reference
online Help.
See Release notes for more information regarding new system settings, preferences,
and Reports pertaining to Care Alerts with this release.
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Pop Up Care Alerts in Chart Module
Scenario: As the Nurse for Dr Winston, you are updating patient Jason A. Grant’s EMR
record from a Consultation Letter received in your office today from his Cardiologist. You
want to add a Pop Up Care Alert concerning his Emergency Heart Stent to make certain
that staff is aware of this.
Clinical Staff, Nurses, and other Specialists
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Considerations:
Determine a workflow for the use of Pop Up Alerts, as they will create a stop for the
user, requiring an action.
Pop Up Alerts are created with the same functionality of a Flag and are never a
permanent part of a patients chart unless converted to a document.
You can view Care Alerts from the Alerts/Flags Tab in the chart, and hover over them
to see more information.
Administration:
Pop Ups, as well as Care Alerts, can be specific to a Location of Care. Filtering by To
Location works in conjunction with a user's settings on the Organize Alerts/Flags
window.
See Release notes for more information as to new system settings, preferences, and
Reports pertaining to Care Alerts with this release.
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Patient History Tab in Chart
Scenario: Walter Caldwell has his annual visit scheduled for today and you want to
prepare by reviewing his past history. You may also want to order labs or tests prior to
this visit. History views are a particularly useful alternative to flowsheets for
displaying narrative text.
Nurses, Medical Assistant, and/or other clinical staff.
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Considerations:
The Set Attached View button allows you to attach a preferred view to a particular
patient's chart.
You can define a preferred view (template) at the user, group, or enterprise level.
Administration:
To define a preferred view (template) at the user, group, or enterprise level
from Administration | System | User/Location Setup > User Preferences >
Patient Charts > History view.
These views are included in Clinical Kit content and must be imported.
See the Set up charts > Set up Charts > Set up patient history views book
or search for “history template” in online help for more information.
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Advanced Directives
Scenario: Your physician has called you from the hospital asking for Chart information
on a critical patient he is caring for, specifically Advanced Directives. You can easily
access this information within the patient chart to inform your physician.
Nurses, Medical Assistant, and/or other clinical staff.
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Considerations:
The user that documents last reviewed is listed on the date/time stamp.
Administration:
The flowsheet view must include the observation term, named ADV DIR REV.
For more information about reviewing directives, see the Using directives book or
search for “update directives” in online help.
9
Orders Completion Assistance
Scenario: As the physician, you would like to gain efficiencies by completing your
Orders when reviewing and signing the corresponding documents (i.e., Lab results,
Consultation Reports, etc) associated with that Order. The Orders Completion Assistant
allows for a workflow where reviewing, completing and signing can be completed with
one workflow.
Physicians, Mid Level Providers, Nurses, Medical Assistant, and/or other clinical staff.
Considerations:
 This is an enhancement to make it easier to find and close matching orders when
signing documents.
 This is designed to assist when labs do not have the ability to return the original
order number with results or when the order is not processed electronically.
 The workflow to complete orders from the Documents tab (from Desktop or from
Chart) is simplified with steps outlined in the Release Notes.
 Centricity Practice Solution identifies the potential matches based on date of
 service, ordering provider, and location of care. For a document to be considered
a potential match it must meet multiple criteria.
Administration:
 Orders Completion is turned on per Provider in their Preferences, per Document
Type.
 For more information about signing and completing orders, see the Placing
Orders > Sign and Complete orders book or search for “orders completion” in
online help.
New orders completion preferences
To remind users to review and complete matching orders, your practice can choose to automatically
launch the Select Orders to Complete window when a particular document type is signed from the
desktop or Charts. Potential matching orders appear here. Matched data is shown in bold text. Since
potential matches are automatically selected for you, you can complete the order and sign the
document with a single click of the Sign and Complete button.
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Other Enhancements
Online help feedback
This release of Centricity Practice Solution includes a new interactive online help. While using the
online help, you can rate each topic’s effectiveness and provide specific feedback to the GE
documentation team. The online help also passively transmits data for which topics the users view.
Note: All ratings and usage data are anonymous.

Each help topic includes a 5-star rating system. One star represents an unhelpful
topic, and five stars represent a very helpful topic.
You can also submit feedback to the GE documentation team, via online help topics.
All submitted feedback is anonymous unless you choose to use your real name. If you would like
follow-up from the GE documentation team regarding your feedback, please e-mail the GE
documentation team at CentricityDocs@ge.com.
If you do not wish to transmit online help usage data, block the https://onlinehelp.gehealthcare.com
Web address in your security configuration. Blocking this Web address will not affect the functionality
of the online help.
Login security
Centricity Practice Solution 9.0 includes changes to the login process to prevent disclosure of valid
login information.
On the Login window, the Location of Care field is disabled until you enter a
valid user ID and password.
Once you enter a valid user ID and password,
 Press Tab to move to the Location of Care field, select the desired authorized location of care,
and then press Enter or click OK
OR
 Press Enter (or click OK) immediately after entering a valid user ID and password to log into
your previously logged into location of care
Crystal Reports

For this release, all standard reports have been converted to Crystal Reports® v11.5. If you
plan to use only the standard reports without modifying them, you will not need to convert
anything. The application includes all the Crystal Reports files you will need to run the
11
standard reports. If you plan to modify the standard reports, you must use Crystal Report
v11.5 Professional edition.

If you created custom Chart (EMR) reports with custom SQL, they may not work until you
convert them to Crystal Reports v11.5. While Crystal Reports v11.5 has backward compatibility
for reports created with v10, older reports may not actually work without conversion. GE
strongly encourages you to convert your custom Chart reports to v11.5. Steps for doing so are
provided below.

IMPORTANT: Reports created with a version newer than Crystal v11.5 may not work.

See instructions on converting your Crystal Reports in the Release notes.
Data Symbols
There are numerous new and updated data symbols in this release, which are listed in the Release
Notes. See online help for detailed descriptions of these data symbols.
Default plan-specific information for order codes
With Centricity Practice Solution 9.0 you can now specify default plan-specific information at the order
code level. Previously, you could only specify this information at the order category level. When an
order is entered, the system will look for the plan and location of care match. If the match is not found,
the plans specified as the default for the order code will be entered.
Note: For more information about setting up order codes, see the Set up orders > Set up order
defaults book in Administration online help.
Tamper-resistant prescription reports
As of October 1, 2008, all non-electronic (paper-based) Medicaid outpatient prescriptions that are
reimbursable by the federal government must contain at least three tamper-resistant features. This
requirement was included in section 7002(b) of the U.S. Troop Readiness, Veterans' Care, Katrina
Recovery, and Iraq Accountability Appropriations Act of 2007. The requirements were outlined in
guidance issued by the Centers for Medicare & Medicaid Services (CMS) on August 17, 2007 in a letter
to State Medicaid Directors. To provide a solution for this requirement, GE Healthcare is updating all
prescription reports for Centricity Practice Solution 2006 concurrently with the development of
Centricity Practice Solution 9.0. These changes will allow you to continue using prescription forms from
the application in specific states without needing to either customize the forms, or purchase tamperproof paper.
To download the prescription forms and release notes, go to:
http://centricitypractice.gehealthcare.com/rx/index.htm.
Support for sliding fee schedules
Centricity Practice Solution 9.0 introduces fully integrated poverty discounts for qualified patients using
sliding fee schedules. A sliding fee schedule is a percentage discount, usually recorded as an
adjustment to the original fee for a service rendered by a provider. Discounts are based on the
patient's income subsidy level, as defined by the Federal Poverty Guidelines. Previously, poverty
discounts were only available via a separately-licensed plug-in or through VAR applications.
Note: For more information, search for "Process map: Setting up sliding fee schedules" in the online
help.
12
External charge retrieval enhancements
In Centricity Practice Solution 9.0, for visits with a status of Filed or greater, you have the option of
retrieving external charges to an existing visit or retrieving the charges to a split visit. For example, if
you have patient orders transferring to a visit that complete after you have filed the associated claim,
you can now choose whether or not to import those charges into the existing visit or to split the
charges off into a new visit all with one keystroke/click. Additionally, new settings in the Administration
module allow you to manage bulk charge retrieval for visits with a status of Filed or greater and assign
a specific visit status and visit owner for affected visits.
Note: For more information on these settings search for “charge import options” in Administration
online help.
New cell phone and pager fields
Additional fields have been added to Registration, Contacts, and Banner to capture cell phone and
pager numbers. Linklogic support is under evaluation for inclusion in a future release.
New audit option for Find Patient query
A new system setting option for auditing is available from Administration >System > Auditing (Clinical).
When selected, the Audit find patient queries option records an audit event whenever a user runs the
Find Patient query. Enabling this option is not recommended unless needed, as it will significantly
increase your database storage requirements.
New minimum number of characters for patient search
A new enterprise-wide setting has been added to Centricity Practice Solution 9.0 to specify the
minimum number of characters you must enter in the Search For field of the Find Patient window. The
required character count displays below the field. To specify a value for this setting, go to
Administration > Charts | Chart > Find Patient.
Ability to a open chart from the schedule
Centricity Practice Solution 9.0 includes the ability to right-click on an appointment in the Schedule
component and quickly opens the corresponding patient’s chart. This time-saver eliminates the extra
steps associated with navigating to the Charts component and searching for the patient before
viewing the chart.
Ability to change the Desktop schedule date
In Centricity Practice Solution 9.0, from the Desktop Summary tab in the Chart component, you can
now select a date to view appointments for. Previously, you could only view the schedule for the
current date from this tab.
Additional data on the Update Problems window
The Update Problems window shows the name of the person who entered the problem and the
responsible provider who signed the document in which that problem was added to the chart.
Admin Hold orders can now be completed
You can now complete orders from the “Admin Hold” state. Previously, only orders in an “In Process”
state could be completed.
13
Role-based access to inquiries
Role-based access to saved inquires has been implemented. This functionality allows users such as
front office staff to have limited access to historical and other demographic data, without allowing
them to have access to chart data.
Expanded advance directives options
The drop-down list on the New Directive window now includes the following new options:
 Living Will on File
 Power of Attorney
 Narcotics Agreement
 HIPAA Disclosure
 Privacy Notice Acknowledged
To view appointments for a different date, click the down-arrow to choose a date from a calendar.
DoFirst kit updated
The Basic Practice DoFirst kit has been simplified to include the minimum set of clinical content
required for Centricity Practice Solution to function after installation. Your clinic will likely add
additional clinical content from the content provided with the install, from the KnowledgeBank, or
other sources.
New Print Handout button for medications
A Print Handout button has been added to the Find Medication window. When clicked, the handout
automatically prints to d default printer. If no handout exists for this medication, a message appears,
stating No handouts available for medication: <medication>.
No known medications watermark in Charts
When the “This patient takes no known medication” (NKMED) check box is selected on the Update
Medications window, a watermark message now appears on the Medications tab and Summary tab.
Advanced Eprescribing
Information pertaining to Eprescribing found in Release Notes.
Eprescribing review and training completed outside this document. Contact GE Support or VAR to set
up this training.
Since this Upgrade Companion Guide is a compilation of “Best Practices” related to new features
contained in this specific CPS or EMR product release, it is important to acknowledge that each
product release contains an assortment of technical enhancements. Since these technical
enhancements do not directly impact the average end user, they are not discussed here. Please
reference the Release Notes for this specific product version to learn more about all technical
14
Notes:
15
The new features in this release primarily impact the clinical side of
Centricity Practice Solutions and fulfill Certification Commission for
Healthcare Information Technology’s (CCHIT) 2008-2011 Certified
Ambulatory EHR requirements and ARRA Meaningful Use reporting
requirements.
1
Table of Contents:
New Feature Summary ............................................. 3
Registration New Features ...................................... 4
Sensitive Charts ......................................................... 5
Continuity of Care Document .................................. 5
Allergy or Adverse Reaction: ................................... 6
Drug Interaction Checking ....................................... 7
Associating Medications with a Problem .............. 9
Advanced eRx Medication History Checking ...... 10
System Folder-Auditing Enhancements .............. 11
Customized Log in Message .................................. 12
Data Symbols............................................................ 13
Advanced Eprescribing ........................................... 13
NOTES:........................................................................ 14
2
New Feature Summary
 Maintaining the Patient’s
Current Problem & Medication
Lists.
 Advanced eRx features.
 Allergies/Sensitivities
Enhancements.
 Drug Interaction checking.
 EMR Auditing Enhancements.
 Continuity of Care Document
(CCD).
 Enhanced Clinical Content.
Registration:




New Contact By field.
New Birthtime field.
New Ethnicity field.
Sensitive Charts
enhanced feature enables
by user.
Other Enhancements:
 Customized Message on
Login Screen.
 Securing user passwords.
 Crystal Reports Upgrade.
3
Registration New Features
Scenario: You are using your new CPS 9.5 system, which has added features and fields for
recording patient demographics. You are registering new patient Ben Gibbons and can record his
birthtime and Ethnicity to meet reporting requirements and assist with clinical measures.
You can enter a Contact By preference that also provides reporting options.
Office Manager, Billing Department, Collections Department, and/or Clinical Staff







Considerations:
Contact By allows you to report on the % of reminders for preventive and follow up
care sent to patients. You can search for a method and send a pre-built letter for a
specific method.
Birthtime can be useful for Pediatric practices management of care.
Determine how you will document for the patients not wanting to provide Ethnicity
information. Ethnicity is now a reporting requirement.
A workflow for capturing each of these fields should be created.
Administration:
Determine what Contact by methods you need and create them in Administration.
Determine if they are going to be required fields.
Privileges must be set for running the inquiries on Contact by method.
4
Sensitive Charts
Scenario: While registering Ben Gibbons his mother mentions that she does not want
your receptionist, Jennifer Brown, to have access to Ben’s Chart due to personal
reasons. The new Sensitive chart feature allows you to disable a specific user from
seeing chart information as an added security layer.
Office Manager, Clinical Manager, Nurses, Medical Assistant, and/or other clinical staff
Considerations:



Determine a policy for individual users to be restricted from accessing specific charts
and who will restrict those individuals.
This option allows an extra layer of security to the chart.
Administration:
Selecting “Sensitive Chart” checkbox and restricting user access must be a privilege
that is set up in Administration.
Continuity of Care Document
Scenario: Patient Walter Caldwell was seen in your office today and referred out to a
Cardiologist. Walter requests a copy of his records to take with him to this appointment
and a copy for him to keep. He is supplying an encrypted dump drive for this request.
Office Manager, Clinical Manager, Nurses, Medical Assistant, and/or other clinical staff
5
CCD’s will display the Allergies, Directives, Problems, Medications, Immunizations, Diagnostic Results,
and Vital Signs (with the option to include Diagnostic results and Vital Signs, unsigned or pending final
signature).









Considerations:
You can print this document, send via email, or download to approved hardware.
CCD’s are required to be provided in encrypted format or sent via secure email.
CCD’s can also be brought into your practice via the patient.
Determine a workflow for who/how the CCD will be provided within your clinic.
The “reason for exporting”, allowing “Vital Signs” or “Lab results”, and “include
observations that are unsigned or pending final signature” are all options when
creating a CCD.
Patients can make a request through secure Patient Portal if you have this interface.
You can report on CCD’s provided from your clinic.
Administration:
Organizations that use the auto-sign on their lab interfaces will need to determine if
they will disable this function for abnormal labs. This will not allow them to be added
to the CCD prior to physician review and final signature.
It is important not to rename Flowsheets related to the CCD items. See Release notes
for more information.
Allergy or Adverse Reaction:
Scenario: As the Medical Assistant you are updating Walter Caldwell’s Allergies and
Alerts in your newly updated CPS 9.5. You need to review previously entered allergies
with the understanding that there are now 4 reaction types instead of 3.
Nurses, Medical Assistants, Clinical Staff, Medical providers
6
4 Reaction Types: Critical, Severe, Moderate, and Mild.
Considerations:



Determine a workflow to review and confirm previously documented allergies.
Allergies and alerts listed as non-critical prior to the upgrade will now display as
Moderate after the upgrade.
Allergy reactions previously documented as Critical will still display as Critical after the
upgrade.
Drug Interaction Checking
Scenario: Walter Caldwell is being seen today by your Provider and is being prescribed some
new medications. While adding these medications, new functionality of drug dosing and
interaction checking will appear. You need to understand these features and set preferences,
per provider, in the new CPS 9.5 system.
Office Manager, Clinical Managers, Physicians and Mid Level Providers, Other Clinical Staff.
7
8








Considerations:
You can set up quick text for commonly used dosing instructions.
When dosing by a patient’s weight, it will show you the last weight recorded, even if it
is today’s entry, where clinical list changes have not been signed yet.
Requiring a reason for overriding an interaction can be set in security, as well as the
option to “Always Apply Prior Override Reason” to same medications used on & off
during a patient’s treatment. (i.e. morphine for a chemo patient)
All override reasons will show in the lower right hand box on the mediation tab,
including user and date stamp.
Once you have overridden an interaction, a check mark in a green circle will display
on the new/change medication window.
Administration:
You will need to determine if “Ignore Uncoded Medications” will be enabled.
Determine what reasons will be allowed for overriding drug interactions.
Determine which users or roles will have the ability to override drug interactions and
grant them security to do so.
Associating Medications with a Problem
Scenario: During your office visit with Walter Caldwell, you now can use the option that allows
Associating Medications with Problems. This will allow Walter to better understand which
medication is treating which problem and he can review this with his family. Walter is very excited
since he has frequently wondered about this in the past and has trouble remembering. When
patients fill their prescriptions, this information will be added to the medication label for Walter.
All medical staff refilling and prescribing medications for patients.
9






Considerations:
Determine if your staff will update prior medications and associate with specific problems.
You will not see the Print Dx box on the New Medication form unless you have selected a
Prescribing Method that includes printing.
You will be able to see the Medication with Associated problem on the Charts Medication Tab.
You can select more than one Problem to associate to a medication by using the Ctrl key during
selection.
When using Advanced eRx, this feature will print on the medication labels through
faxing/electronically sending the prescriptions when set up in Administration as the default.
Reference the Release Notes for more information on this feature or the online Help.
Advanced eRx Medication History Checking
Scenario: You are the nurse, updating the patient’s chart, and a Medication history
Reconciliation has been returned from SureScripts for one of your patients. You will need
to spend a few moments to update the medication list, but you will have a true value of
what medication each patient is taking.
Any staff that will be monitoring eRx and/or adding medication refills.
10
Considerations:





Written Consent must be obtained from the patients for Medication History Checking.
You will need to allow 2-3 minutes to populate this information to populate into the
chart.
A workflow for reconciling the medication brought into the chart must be designed, as
each one will require the step to add as a new medication.
Create a workflow for who will initiate the checking; will they also be responsible for
reviewing and reconciling?; and will this be performed prior to each visit?
Medications reconciled will display an abbreviation/icon in the far left column of the
Medication Hx form prescribing network grid with: E: Exact (coded) match. I: Inexact
match based on the GP8 Code. ?C: Uncoded med (no code from SureScripts) **Note-If
you try to add an uncoded med, it will launch the search med screen.
System Folder-Auditing Enhancements
Scenario: As the Practice Administrator and because your clinic is required to report on
specific events, you can turn on a more granular auditing option in Administration.
These audits can be selected by 3 different Categories: 1. Do Not Log 2. Log Audit
Events 3. Log and Send Audit Events
**NOTE: Only items that do not have an Asterisk (*) can be added to this category.
Practice Administrator, Office Manager, Operations Managers, IT staff, and/or Clinical
Specialists
11
Considerations:





Determine who will manage this operation for your clinic.
Determine which auditing events will be logged vs. not logged vs. logged and sent.
Select which audit reports you would like to utilize or make required in your clinic.
Administrative:
Security must be given to the user responsible for auditing.
Customized Log in Message
Scenario: As the Practice Administrator, you want to add an extra layer of security to your EMR
by adding a warning message to the login screen that states, “Access to this software is allowed
to Authorized Users ONLY”. This message can be update with proper privileges.
Practice Administrator, Office Manager, IT Staff/ Providers.





Considerations:
Determine which Users/Roles will have privileges to set this message.
Determine what the Message will state and the reason it could be changed.
Administrative:
The message is set up under Administration>System>Login> Log in Message Box
This message displays at the bottom on the homepage once you have logged into CPS.
12
Data Symbols
Eprescribing review and training completed outside this document. Contact GE Support or VAR to set
up this training.
13
NOTES:
14
The new clinical features in this release fulfill Certification Commission for
Healthcare Information Technology’s (CCHIT) 2008-2011 Certified
Ambulatory EHR requirements and ARRA Meaningful Use reporting
requirements.
The new practice management features in this release include support
for the American National Standards Institute (ANSI) Accredited
Standards Committee x12 Version 5010 requirements for claims
transactions. Additional features in this release include:
 Enhanced user model and security workflows.
 LDAP vs. Application Authentication set up
 New PM Reports and updates to existing reports
 Financial Dashboard module
1
Table of Contents:
New Feature Summary ............................................. 3
Security Enhancement .............................................. 4
Password Management Enhancement.................. 5
Customized Log in Message .................................... 5
Advanced Embedded Help ....................................... 6
New Management for Users, Referring Providers,
Responsible Providers Administrative Set up ...... 7
Practice Management Reports ............................. 10
Financial Dashboard Module................................. 12
ANSI 5010 Compliance ............................................ 13
Advanced eRx Medication History Checking ...... 14
System Folder-Auditing Enhancements .............. 15
New Physician Experience ..................................... 16
Data Symbols............................................................ 17
Advanced Eprescribing ........................................... 17
Clinical Content Enhancements ............................ 17
Meaningful Use Requirements .............................. 17
NOTES:........................................................................ 18
2
New Feature Summary
 New Physician Experience
 Advanced ePrescribing
Features
Practice Management:
 New Financial Dashboard
 New User, Referring Provider,
Responsible Provider windows
 6 New and Multiple Enhanced
PM Reports
 Enhanced CCC
 Clinical Auditing Features
 EDI Claims Submission using
5010 ANSI format
Other Enhancements:
 User Management and
Security Enhanced
 Meaningful Use Requirements
with Additional Reports
 CCHIT 2008-2011 and ARRA
2001 Phase 1 certification
 Advanced Embedded Help
3
Security Enhancement
Scenario: As the Practice Administrator using your new CPS 10.0 system, you want to ensure you
are meeting new requirements with the added security features. This offers your patients peace of
mind that their EMR is protected.
Practice Administrator, Office Manager, IT Staff and all other staff.
4




Considerations:
Clinics can determine levels of security and permissions by user, by security group, by
permission, or directly from a user’s profile.
Security at the group level is now inclusive, meaning that a permission granted to a
user in one group is extended to that user even if the user is in another group that
excludes permission.
Administration:
New Superuser Account allows users to immediately log into the application and set
up security groups and administrative users. *See additional information on Superuser.
Reference the Release Notes for more information and details on this feature.
Password Management Enhancement
Scenario: As the Practice Administrator, you want to add Password requirements for an added
layer of application authentication.
Options:
 Maximum Number of Login Attempts
 Time Between Login Attempts (in Seconds)
 Expiration (in days)
 Number Retained
 Password Composition Requirements
 Minimum Size
 Force Password Change for Security Groups





Considerations:
Determine which settings will improve protection without causing frustration for users.
Determine who will manage these options and have a back up person.
Administrative:
Passwords now are encrypted with Advanced Encryption Standard (AES) encryption
with a SHA@/SHA-256 hash algorithm.
Existing passwords stored with previous MD5 encryption will be verified and updated
when users login for the first time after the upgrade.
Customized Log in Message
Scenario: As the Practice Administrator, you want to add an extra layer of security to your EMR. You
can do this simply by adding a warning message to the login screen that states, “Access to this
software is allowed to Authorized Users ONLY”. This message can be updated with proper privileges.
5





Considerations:
Determine which Users/Roles will have privileges to set this message.
Determine what the Message will state and the reasons for changing.
This message displays at the bottom on the homepage once you have logged into CPS.
Administrative:
The message is set up under Administration>System>Login> Log in Message Box.
Advanced Embedded Help
Scenario: As the Office Manager, you are working with the new features on CPS 10 and need some
help on how to set up your Financial Dashboard. F1 Help has additional information about specific
tasks and now offers brief videos that highlight key workflows.
All staff using the new system and learning new features and functionality.




Considerations:
F1 Help has been available in all releases. Per customer feedback, enhances continue to
be made with CPS 10 F1 help containing workflow videos.
Encourage the use of F1 Help among staff to save time and increase knowledge base.
F1 Help is available from anywhere within the product to all users.
Administration:
Make certain that the workstations have needed software to run the videos.
6
New Management for Users, Referring Providers, Responsible
Providers Administrative Set up
Scenario: As the Practice Administrator, you are evaluating and tweaking Administration
settings for your Users, Referring Providers, and Responsible Providers. Understanding the
changes in these areas are very important. Billing accuracy and reporting depends on their setup.
Practice Administrator, Office manager, Clinical Manager, and Billing Managers.
Users:
7
Referring Providers:
8
Responsible Providers:





Considerations:
Determine who will review/update the Users, Referring Providers, and Responsible
Providers in Administration.
Determine if any Resources need reviewed, updated, or inactivate.
Administration:
A single NEW button has replaced the New Providers and New Resources buttons.
Determine that all areas are completed to meet billing and reporting requirements.
Reference the Release notes for more information on these administrative tables as
they are visually and functionally changed.
9
Practice Management Reports
Scenario: As the Practice Administrator, you are ready to run reports in CPS 10. Past reports are
enhanced and there are 6 new reports added which you will need to understand prior to
running. You should reference the Release notes for more information.
Practice Administrator, Office manager, Clinical Manager, Billing Managers, and other staff that
run reports.
Report Changes:
Accounts Receivable: All accounts receivable reports now include multi-select criteria for provider,
facility and company, where applicable. Provider, facility, and company group by options were also
added to the reports, as necessary.
In addition to the multi-select criteria changes, the Aging by Guarantor and Procedure Date Aging by
Guarantor reports also include new criteria for Bill Code. You can choose to filter the report by one or
more bill codes, which pull from the list of bill codes in Administration | Registration > Bill Code.
Administrative: All administrative reports include multi-select criteria for provider, facility, company,
insurance group, and insurance carrier, where applicable.
Correspondence Audit: The Correspondence Audit report includes more detailed criteria
that allow you to view correspondence notes by searching for either the patient or the
guarantor. Additionally, the report supports a multi-select list of users who have entered
correspondence notes in the application. You can group the report output by patient,
guarantor, or user, and sort the notes by note created date or visit date.
Provider Fee Schedule: The Provider Fee Schedule report (formerly Doctor Fee Schedule)
includes new multi-select criteria for company, facility, insurance group, insurance carrier,
and fee schedule. The report allows you to limit the output by active schedules only, and to
specify a date range for the effective or expiration date of the fee schedule.
Insurance Carrier Maintenance: The new Insurance Carrier Maintenance report helps you
identify insurance carriers with missing information. The report identifies insurance carriers
without an associated insurance group, carrier type, policy type, financial class, or transaction
column set, as well as carriers with a default filing method of Paper. The report can also
include inactive insurance carriers.
Financial: All financial reports include multi-select criteria for provider, facility, company, insurance
group, and insurance carrier, where applicable.
Net Charges by Insurance: The new Net Charges by Insurance report helps you review
charges and adjustments per insurance group. The report includes criteria for provider,
facility, company, insurance carrier, insurance group, and the charge date of entry or date of
service range.
Patient: All patient reports include multi-select criteria for provider, facility, company, resource,
insurance group, and insurance carrier, where applicable.
Duplicate Patients: The new Duplicate Patients report helps you identify duplicate patients in
your database. You can choose to display duplicate patient matches by social security
number (SSN), SSN and date of birth, and SSN and last name.
10
Patient Balance with No Statement Bill Code: The new Patient Balance with No Statement
Bill Code report identifies patients with outstanding balances who do not receive statements
due to guarantor settings in Registration. You can run the report by bill codes that do not
trigger statements (set in Administration | Registration > Bill Code when Print Statement = N),
and include or exclude both inactive and deceased patients in your report. The report output
by default lists patients by the highest balance.
Patients Missing Standard Claim Data: The new Patients Missing Standard Claim Data report
lists patients and the types of data their registration records lack. The report output groups
patients inherently by status (active, inactive, deceased, obsolete) and displays the patient ID,
name, responsible provider, authorization source, patient information release designation,
privacy policy designation, benefit assignment, signature on file designation, birthdate, and
gender.
Schedule: All schedule reports include multi-select criteria for provider, facility, company, and
resource, where applicable.
Appointments reports: To help you identify patients who are in Collections, the appointments
reports now include a designation on the report outputs, using a double asterisk (**), for
patients who have at least one visit in Collections. Appointments reports include:
 Appointments
 Appointments (Single-Line)
 Appointments by Facility
 Appointments by Resource
 Appointments with Eligibility
Blocked Appointments: The new Blocked Appointments report lists blocked appointments,
the user who blocked them, and the date the appointment was blocked.





Considerations:
Determine what reports your clinic used in the past and what changed with this
release.
Determine if you have any custom reports created and what changes may be required
following the upgrade.
To improve consistency with labels between modules, the term ‘Doctor’ has been
replaced with the term “Provider’ throughout the reports module.
Administration:
All reports have been updates to accept the required character lengths meeting 5010
ANSI Standards.
Reference the Release notes for more information on the new and enhanced reports.
11
Financial Dashboard Module
Scenario: As the Practice Administrator, you are asked by the Executive Committee to give them a
Financial Overview of the Practice. With the new Financial Dashboard Module, you have a display of
high-level financial metrics for key performance indicators in accounts receivable and revenue/visits
at your fingertips.
Practice Administrator, Office manager, Clinical Manager, Billing Managers, and Providers.
Financial Dashboard Metrics:
Account Receivable Metrics:
 Charges, Payments, Adjustments
 Aggregate Days in Accounts Receivable
 Days in Accounts Receivable by Insurance Group
 Days in Accounts Receivable by Financial Class
Revenue/Visits Metrics:
 Net Charges by Provider
 Number of Visits
 Percentage Billing Status
 Percentage Billing Status by Balance
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Considerations:
Determine which staff needs access for the Financial Dashboard.
Apply global filters to metrics to see financial information comparing ‘apples to apples’.
Administrative:
Make certain to save preferred metric layouts.
Layouts can be saved per user so you can customize the view and track like information over
periods of time.
Set up access from the Main Menu and Module toolbar in Administration> System>
Permission>Dashboard> View dashboard for each user. Defaults are also set up under
Administration>System>Permission>Dashboard> Edit dashboard default settings.
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ANSI 5010 Compliance
Scenario: As a biller for your clinic you are concerned with workflow changes that may be required after
January 1, 2012. 5010 ANSI standards are inherent in the CPS 10 product; therefore the charge posting and
billing process will not change.
Practice Administrator, Office manager, Clinical Manager, Billing Managers
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Considerations:
Determine what staff training will be required for understanding the 5010 ANSI standards.
Determine charge entry workflow changes that are needed with 5010 ANSI standards.
With the 5010 ANSI standards, 12 diagnosis codes are allowed per claim.
Administration:
Over 850 modifications were done for 5010.
Reference the Release Notes for Key changes included in the 5010 ANSI standards.
Advanced eRx Medication History Checking
Scenario: As the nurse, when updating the patients chart, a Medication history reconciliation
has been returned from SureScripts for one of your patients. You will need to spend a few
moments to update the medication list, but you will have a true value of what medication each
patient is taking.
Any staff that will be monitoring eRx and/or adding medication refills.
14
Considerations:
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Written Consent must be obtained from the patients for Medication History Checking.
You will need to allow 2-3 minutes for this information to populate into the chart.
A workflow for reconciling the medication brought into the chart must be designed, as
each one will require the step to add as a new medication.
Create a workflow for who will initiate the checking; will they also be responsible for
reviewing and reconciling; and will this be performed prior to each visit.
Medications reconciled will display an abbreviation/icon in the far left column of the
Medication Hx form prescribing network grid with: E: Exact (coded) match. I: Inexact
match based on the GP8 Code. ?C: Uncoded med (no code from SureScripts) **Note-If
you try to add an uncoded med, it will launch the search med screen.
System Folder-Auditing Enhancements
Scenario: As the Practice Administrator and because your clinic is required to report on
specific events, you can turn on a more granular auditing option in Administration.
These audits can be selected by 3 different Categories: 1. Do Not Log 2. Log Audit
Events 3. Log and Send Audit Events
**NOTE: Only items that do not have an Asterisk (*) can be added to this category.
Practice Administrator, Office Manager, Operations Managers, IT staff, and/or Clinical
Specialists
15
Considerations:
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Determine who will manage this operation for your clinic.
Determine which auditing events will be logged vs. not logged vs. logged and sent.
Select which audit reports you would like to utilize or required in your clinic.
Administrative:
Security must be given to the user responsible for auditing.
New Physician Experience
Scenario: Upgrading to CPS 10, you will notice a new look and functionality to the Chart. There
have been many enhancements to allow for a better overall workflow and ease to access patient
information.
Clinical Staff, Providers, all staff with Chart Access.
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Considerations:
Refer to the Release Notes, Online Help, and CBT’s to learn about and understand
all the changes that come with this upgrade.
Icons have changed.
No longer use Update button but instead New Document is used to start an
update.
Visual alert of new flags or documents now on top of screen instead of the
bottom.
There are no tabs, but left hand listing of Chart Component to open that selection.
Quality and Reporting button on bottom left to access MQIC reports once loaded.
Enhanced with Physician input for easier viewing and access of data.
16
Data Symbols
Eprescribing review and training is completed outside this document. Contact GE Support or VAR to set
up this training.
Clinical Content Enhancements
There are numerous new features and updated enhancements with the Clinical content in this release,
which are listed in the Release Notes.
Please reference the Release Notes and use the CCC training tools to understand these changes.
Meaningful Use Requirements
With this release there is support to meet the Meaningful Use requirements. Reference the Release
Notes for further information on this topic.
17
NOTES:
18

Centricity® Practice Solution - Cpstraining

Transcription

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