Idea Transcript
PrimeSUITE Release Notes Version 17.0
PrimeSUITE Page: Patient List Ability to Undo No-Show
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What It Does: It reverses the No Show action, restoring the appointment back on the Patient List in its original state. The Undo No Show action is audit logged.
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Improvements: The Undo No Show action adds the appointment back to the Patient List and the Scheduling page, along with restoring both the Chief Complaint and Comments documentation as well as linked referrals so they do not have to be manually re-entered.
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System/User Rights: A new user right ‘Undo No Show’ was created under Registration. Upon upgrade, this right is not checked. How to: Patient List>Right Click on an appt that has been marked as a No Show>Choose “Undo No Show”
PrimeSUITE Version 17.0 Release Notes 1
Ability to Undo Check-In •
What It Does: It gives you the ability to reverse the check in process. o For scheduled appointments, the patient is listed on the Patient List as if they were never checked in. o Walk-In patients will no longer be listed on the Patient List after the action has been taken.
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Notes: o o o
If charges have been entered on the visit id created at check-in, the Undo Check-In action will be disabled. If a clinical note is linked to the visit, it must be unlinked before the Undo Check-In action can be taken. The visit id created on check-in is removed from all areas and will only show on the Audit Log report.
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Improvements: The Undo Check-In action adds the patient back to the Patient List as a scheduled appointment with check in, no show, cancel and reschedule options available. For example: If you check in a patient and they decide that they cannot wait and would like to reschedule the appointment, you can select the Undo Check-In action and then reschedule the appointment. The Chief Complaint, Comments and referral authorization (if attached) are moved with appointment and do not manually have to be re-entered. Additionally, if a referral was attached and decremented on check-in, the counter is reset to its previous total.
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System/User Rights: A new user right ‘Undo Check-In’ was created under Registration. Upon upgrade, this right is not checked. How to: Patient List>Right Click on an appt that has been Checked-In>Choose “Undo Check-In”
PrimeSUITE Version 17.0 Release Notes 2
PrimeSUITE Page: Task List Priority Task List Alert •
What It Does: Additional task icons were created to give you a visual indicator to show you the highest level priority task in your task list.
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Improvements: In prior versions, you had to open your task list to see if you had urgent tasks that needed your attention.
Ability to See Number of Tasks Applicable to a Filter •
What It Does: With this enhancement the number of tasks applicable to each System Task List Filter (Follow up, My Tasks and Unopened Tasks) displays under the My Filters heading. The number displayed in the parentheses next to the filter name will represent how many tasks, both read and unread, are in that filter. This applies only to system task filters and not user created task filters.
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Improvements: You will no longer have to open each system filter to see if there are remaining tasks to address.
Add Expand Feature in Task Detail to Display Patient Picture and Demographics •
What It Does: When a patient is attached to a task, an expand/collapse icon will be displayed next to the patient’s name giving you the ability to view the patient’s picture and demographic information.
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Improvements: Previously you had to close out of the task and either click the patient (i) icon in the Patient Info Bar or navigate to the Information page to see the patient’s picture and demographic information. By adding the expand feature, you can now view this information without closing the Task Detail window.
PrimeSUITE Version 17.0 Release Notes 3
PrimeSUITE Page: Collections Work List Add Patient Balance Aging Buckets and Last Service Date as Viewable Fields on the Collections Work List. •
What o o o o o o
It Does: Additional column options were added to the Collections Work List filters. Patient Aging 0-30 Patient Aging 31-60 Patient Aging 61-90 Patient Aging 91-120 Patient Aging 121+ Last Service Date
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Improvements: The enhancements made to the Collections Work List gives you the ability to see the patient balance broken down into aging buckets, as well as their last date of service, allowing you to remain on the work list.
PrimeSUITE Page: Claims Processing Add Select All and From To Service Date Fields to Claims Processing Page •
What It Does: An additional filter option was added giving you the ability to load claims based on Service Date. Also, added a Select All option to quickly highlight all loaded claims.
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Improvements: The Select All option allows the user to select all claims with one click rather than having to individually click on each line in the results grid. A few examples that this enhancement can be used for: o When credentialing a provider, rather than waiting until the process is complete to enter charges, you can enter charges, create claims and then filter by Care PrimeSUITE Version 17.0 Release Notes 4
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Provider. After loading the claims, you can Hold/Release all claims by using the Select All function. Managing claims for Medicare’s 72-hour rule.
How to: A/R Management>Claims Processing
PrimeSUITE Page: Patient Charts-Medications Physician’s Desk Reference (PDR) Medication Information & Search •
What it does: Enables providers to access the most up-to-date medication information by integrating PDR features into the PrimeSUITE EHR workflow. Also allows you to report adverse events. These options display: o o
PDR Brief – View up-to-date PDR information on each medication: full label, drug alerts, REMS, educational/promotional materials, and alternate medications. PDR Brief icon and popups:
PrimeSUITE Version 17.0 Release Notes 5
Icon with red border indicates medication information was updated within the last 12 months:
The PDR Brief icon displays in the Charts > Patient Charts > View/Edit Active Medication tab. On the Prescription Writer Action page, the PDR Brief banner displays at the bottom of the screen. o
PDR Brief Banner:
PrimeSUITE Version 17.0 Release Notes 6
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RX Event – From the Discontinue/Remove Medication page, you can now use the Report Adverse Event link to submit event information using a form on the PDR website. Your information is reported to the drug manufacturer and the FDA. A confirmation and an event ID is sent to you from the PDR website.
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Improvements: New functionality: Provides instant access to updated medication information and warnings. Links to PDR and drug manufacturer websites. Simplifies the process of reporting adverse medication events.
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System/User Rights: Prescribers
eCoupons for Medications ! Charts > Patient Charts > Facesheet > Medication List > View/Edit Medication tab > Prescribe/Adjust/Refill medication > Send eRx or Send & Print > Prescription Action tab ! Charts > Patient Charts > Facesheet > Medication List > Prescription Action tab > Send eRx or Send & Print > Prescription Action page ! Charts > Patient Charts > Note > Plan > Insert or Prescribe Medication > Print Rx or Send Rx > Prescription Action page PrimeSUITE Version 17.0 Release Notes 7
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What it does: Provides coupons for selected medications that are: o Printed for the patient. o Electronically prescribed.
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If a coupon is available and eligibility is verified for the prescribed medication, the coupon icon displays after you choose to save and print a prescription or save and send it electronically. You can: o Uncheck the box if the patient does not want the coupon. o Click View Offer to see the full coupon. o Click Prescribing Information to see the full prescribing information. o The coupon is automatically printed for the patient even if the prescription is sent electronically.
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Improvements: New functionality: Assists in the improvement of medication adherence. Addresses high tier co-pays.Increases medication compliance by reducing cost barriers. Provides higher patient satisfaction upon receipt of coupon.
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System/User Rights: Prescribers
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Note: Functionality is available only for sites utilizing SureScripts (all edgeMED clients are utilizing SureScripts)
PrimeSUITE Page: Patient Charts-Documents Add Selected Diagnosis from Assessment to Problem List •
What It Does: A new icon is enabled on selected diagnosis codes in the Assessment section of a note, giving you the ability to add the diagnosis to the Problem List and Past Medical History with one click. o o
The diagnosis is added to the Problem List with a Status of Active and the Onset Date is set to Today’s Date. The diagnosis is also added to the Past Medical History. The history category is based on if the diagnosis is an exact match with an existing past medical history item. If it is an exact match, that item’s category will be selected. If it is not an exact match, Quick Add will be the history category. Quick Add is a new system history category that cannot be deleted. If the diagnosis is on the Problem List, the icon is disabled. PrimeSUITE Version 17.0 Release Notes 8
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Improvements: The new icon gives providers the ability to quickly add a diagnosis to the Problem List and PMHx without having to open the Add to History window. The disabled icon gives the provider a visual indication that the diagnosis is already listed as Active on the Problem List.
When Diagnosis Search Screens are Opened, Cursor is in Search Text Box •
What It Does: It changes the focus from the ‘Local Name’ field to the ‘Search’ field.
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Improvements: By moving the focus to the Search field, you are able to start typing as soon as the search screen opens. You no longer have to click to move your cursor to the field.
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Other PrimeSUITE Pages Effected and How: o A/R Management/Charges: Changes the focus from the ‘Local Name’ field to the ‘Search’ field. o Chart/Template Admin: Changes the focus from the ‘Local Name’ field to the ‘Search’ field. o
Add Visit ID to Superbill Summary and Print •
What It Does: Displays the Visit Id on the Superbill Summary on screen as well as when printed.
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Improvements: Previously the visit id was only displayed in hovertext on the screen, and not at all on the printed Superbill Summary.
Add “View Clinical Visit Summary” Link to Action Bar of Note •
What It Does: It gives you the ability to access the Clinical Summary from the action bar under Document Options after signing a note.
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Improvements: Previously, the Clinical Summary could only be accessed via the Facesheet and Superbill Summary.
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Note: As a reminder, In PrimeSUITE version 16.1SP3, which was released in February, 2013, the MU dashboard calculation for the Stage 1 Clinical Summaries objective underwent a change to the denominator calculation, from unique patients to number of visits, consistent with the Electronic Health Record Incentive Program Final Rule Correcting Amendment. PrimeSUITE Version 17.0 Release Notes 9
PrimeSUITE Page: Patient Charts-Facesheet Add Date of Birth and Gender on Facesheet •
What It Does: The patient’s date of birth and gender displays on the facesheet header.
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Improvements: Previously, you would have to click on the patient (i) icon or navigate to the Information page to see this information.
Change Allergy List Facesheet Section Label to None Listed if Nothing has been Recorded •
What It Does: It changes the label display to ‘None Listed’ if allergies have not been recorded rather than ‘No Allergies’
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Improvements: Previously, ‘No Allergies’ displayed if no allergies were recorded, giving the misconception that the patient had no known allergies. By changing the label to ‘None Listed’ the provider will know that allergies have not yet been documented.
PrimeSUITE Page: Patient Charts-Visit History Add Visit ID label and Visit Type to the Facesheet as Hovertext •
What It Does: The Visit ID label and the Visit Type and label now display in the hovertext on the Facesheet.
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Improvements: Previously when hovering over the date on the Visit History section of the Facesheet, only the visit id number was displayed. The hovertext was modified by adding the words “Visit ID” in front of the id and adding Visit Type.
PrimeSUITE Page: Patient Charts-Vital Signs View the Username of the Person that Documents Vitals in Hovertext •
What It Does: The username that recorded the vitals now displays when hovering over the date in the Vital Signs section on the Facesheet, Vitals History, Orthostatic Vitals History and Vitals section of create note.
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Improvements: Previously the only way to see who documented the vitals was to run an audit log. Now, you can quickly and easily access this information from anywhere the vitals are displayed. PrimeSUITE Version 17.0 Release Notes 10
PrimeSUITE Page: Template Admin Ability to Modify the Order of Medications on the Plan Section in Template Admin •
What It Does: In Template Admin, when selecting a medication a ‘Move Item’ window will pop up and allowing you to move the medication to the desired position within the Plan section.
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Improvements: This enhancement gives you the ability to rearrange the order of your medications without having to delete and re-enter them.
PrimeSUITE Page: Report Selection Add Yesterday, Previous Weekday, and Last Month Operators to Custom and Flex Reports •
What It Does: This functionality gives you the ability to choose Yesterday, Previous Weekday, and Last Month as operators to both Custom and Flex Reports.
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Improvements: By adding new operators to reporting, setting up filters for custom and flex reports became easier.
PrimeSUITE Page: Visit Tracking Report Add Subtotals and Grand Totals (count of visits) to Visit Tracking Report •
What It Does: The Subtotals and Grand Totals were added to the Visit Tracking report.
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Improvements: The subtotal visit count and grand total visit count now displays on the Visit Tracking report.
PrimeSUITE Version 17.0 Release Notes 11
PrimeSUITE Page: Account Information Report Add Service Location to Account Information Report •
What It Does: A ‘Show Locations’ check box was added and is enabled for selection when selecting the Unexpanded Details filter option on the Account Information Report.
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Improvements: If the payment is allocated to a location, both the practice and service location will print on the report if the ‘Show Locations’ check box was selected on your filter options.
PrimeSUITE Page: Service Analysis Report Ability to Group by Practice Location on the Service Analysis Report •
What It Does: Practice Location was added to the Group By drop-down menu on the Service Analysis Report filters.
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Improvements: Previously you could only group by service location. A non-practice service location must have a practice location associated when a visit is created. To get a grand total for a practice location and all associated non-practice service locations, you would manually have to calculate. With this enhancement, all you will need to do is set your ‘Group By’ filter to ‘Practice Location’ and let PrimeSUITE calculate it for you.
PrimeSUITE Page: Flex Reports Add Custom Datasets to Flex Reports •
What It Does: Reporting enhancements were made by adding Chart, Registration and Schedule datasets to Flex Reporting. Also, Charge Analysis, Collections, Applied Revenue and Transaction Detail reporting groups were added to the A/R Management dataset.
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Improvements: Expands the Flex Reporting options.
PrimeSUITE Version 17.0 Release Notes 12
PrimeSUITE Page: Report Designer Add Patient’s Sex to the Patient Appointment Dataset •
What It Does: ‘Patient: Patient Sex’ was added to the Patient Appointment Dataset.
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Improvements: You now have the option to utilize the Patient’s Sex field when building custom reports with the Patient Appointment Dataset.
PrimeSUITE Page: Appointment Scheduling Modify Hovertext to include Created By in Scheduling •
What It Does: The user that created the appointment and the date/time it was scheduled has been added to the hovertext when the curser is placed on top of the date label on the Appointment Summary Tab.
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Improvements: Previously, you would have to run an audit log to see who originally created the appointment, now you can view both the Created By and Last Modified By users in hovertext without leaving the Scheduling screen.
Add Icon within Scheduling to Open Patient Documents for the Patient on the Patient Tab •
What It Does: A new icon was added to the Patient Information tab icon section on the Appointment Scheduling page. When you load a patient in the Appointment Summary tab and click the new icon the Patient Documents overlay for that patient will be displayed. If the patient is different than the patient in the buffer, the overlay background will be green.
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Improvements: In order to view the Patient Documents overlay for the patient in scheduling, you would have to change the patient in the buffer to do so. Now you can easily access the documents without taking the steps to add that patient to the buffer.
PrimeSUITE Version 17.0 Release Notes 13
PrimeSUITE Page: User Rights Separate Add and Delete User Rights in Histories and Habits Wizard •
What It Does: The user right ‘Facesheet – Edit history wizard admin’ has been split into multiple user rights allowing specific rights for add, delete and manage categories within the History and Habits Wizard. o Facesheet – Add History Wizard o Facesheet – Delete History Wizard o Facesheet – Manage Categories History Wizard " Upon upgrade, if you are granted the ‘Facesheet – Edit history wizard admin’, then all three new user rights will be granted. If you are denied the ‘Facesheet – Edit history wizard admin’, then all three new user rights will be denied.
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Improvements: One right controlled all three actions. Many users would delete an item thinking they were only deleting it for their user and delete for all.
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Other PrimeSUITE Pages Effected and How: o Chart/Patient Charts – Facesheet – History & Habits Wizard: Corresponding links will be enabled on the History & Habits Wizard if the right is granted. If denied, the action links will not be displayed.
Access Custom Reports User Right •
What It Does: A new user right, Access Custom Reports, was added giving you the ability to allow users to run custom reports without having the Access Report Designer user right. The existing Access Dataset (each dataset has its own right) user rights were changed to be dependent on the Access Custom Reports right and not the Access Report Designer right. New rights were created for Modify Dataset (each dataset has its own right) that is dependent on the Access Report Designer.
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Improvements: Before the project, users had to have the Access Report Designer User Right in order to run Custom Reports.
PrimeSUITE Version 17.0 Release Notes 14
PrimeSUITE Page: Customer Community Customer Community Training Portal •
What It Does: The e-Learning link from the Help menu has been replaced with a new link that will open a new browser and navigate to the Customer Community sign in page.
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Improvements: Greenway is continuing to build the Customer Community by integrating access to training materials and classes for all PrimeSUITE users. To complete the integration, Greenway's e-Learning solution has been migrated to the Training page in the Customer Community. On the PrimeSUITE Help menu, you will no longer see an eLearning menu option. Instead, you will see a Customer Community option. When you click the Customer Community option, you can use a unique, single sign-on username to access the Community and click the new Training menu.
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On the Training page: o Your activities will be recorded as part of an individual learning record. o You can register for Super User classes and for free, instructor-led web classes.
PrimeSUITE Page: Login Page Login Page Displays important Greenway Messages •
What It Does: Allows you to view from Greenway Customer Support and other departments — all on the PrimeSUITE login page. A message box displays under the Name and Password fields. If no messages are sent, the message area will be blank. o Critical messages o Alerts o Announcements o Clickable images o Links
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Improvements: New functionality. We are always looking for new ways to keep you informed, and now you can view important messages and announcements whenever you log in. You already receive emails from Customer Support and other departments in your PrimeSUITE inbox. Now, critical information from Greenway can reach you sooner, on the PrimeSUITE login page.
PrimeSUITE Version 17.0 Release Notes 15
PrimeSUITE Page: Registration-Information Indian Health (CHC) Registration > Information > IHS •
What It Does o Administrative users may now: " Add and edit lookup data for the Indian Health tables in CHC Admin " Indicate whether any of the Indian Health fields are displayed on the CHC tab of the Registration page " Indicate which specific Indian Health data elements display on the Registration Page CHC tab with the exception of Tribal Affiliation which is always required " Optionally set values for the available Indian Health fields related to the Tribal Affiliation on the Registration page " Add sets of Tribal Affiliation information " Set the Total Blood Quantum once in the Indian Health section of the Registration page " Search for an Indian Tribe by name or code, to search for a Community of Residence by name.
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A new tab was created to capture the Indian Health information – to the right of CHC, labeled Indian Health and the add, edit and delete of a Tribe will need to be logged for audit and reporting purposes.
PrimeSUITE Version 17.0 Release Notes 16