In Touch EMR Updates – Fast, Simple, Easy Custom Documentation

DASHBOARD

  • Introduction of Carry Forward to Feature – In Touch EMR gives you the opportunity to ‘clone’ or ‘carry forward to’ an entire clinical record to a specific episode for another patient.

This is an ‘intra-patient’ feature, which means data can be transferred from one patient to another. When this option is selected, the entire clinical record, including subjective, objective, flowsheet, assessment and plan of care is cloned to another patient record.

Please note that this new feature ‘carry forward to’ is separate and distinct from the ‘carry forward from’ feature, which is patient specific. ‘Carry forward from’ is an ‘inter-patient’ feature, which means data CANNOT be transferred from one patient to another, and can only propagate within the same patient record.

  • Mandatory Components for Plan of Care – to enable this feature got to Admin > Staff.

By default, this is set to ‘No’. This means that the following components in the plan of care are NOT mandatory for users.

1. Frequency and Duration 
2. Certification Period 
3. Procedures 
4. Goals

When set to ‘Yes’, In Touch EMR will require ALL of the following components to be on the plan of care, before allowing the user to finalize the document.

1. Frequency and Duration 
2. Certification Period 
3. Procedures (a minimum of one procedure or modality)
4. Goals (a minimum of one goal)

When set to ‘Yes’, the user must get into the habit of clicking ‘Save Draft’ to save data in the plan of care. Then, the user must proceed to ‘Finalize Document’.

If the user clicks on ‘Save Draft’, and any components are missing, then the user will see the appropriate error message on the plan of care page (Frequency and Duration missing, Certification Period missing, Minimum of one procedure missing, Minimum of one goal missing). The user must enter the missing data and then ‘save draft’ again. Now, when the user proceeds to finalize the claim, he / she will be able to.

If the user ignores the error messages, and proceed to finalize the claim, he / she will be unable to finalize the claim. An error message will appear when the ‘Save billing’ button is clicked (Please enter missing components in the plan of care).

If the user ignores the plan section entirely / forgets to click the “save draft’ button, then he / she will be unable to finalize the claim. An error message will appear when the ‘Save billing’ button is clicked (Please enter missing components in the plan of care).
By default, this is set to ‘NO’. This means that the flowsheet preview (flowsheet summary of everything done for a particular date of service) is a separate, stand-alone document that can be printed and faxed separately.

When set to ‘YES’, the user will be asked to select a designated document type (initial evaluation, progress note, daily note, re-evaluation and / or discharge). One or more documents can be selected. Once selected, the flowsheet preview (associated with the same date of service) will also appear on the PDF of the selected document type(s). This applies to that particular user.

Let’s assume this setting is enabled for the daily note for the user ‘sam234’. When ‘sam234’ uses In Touch EMR, the enabling of this feature allows the user to generate and fax ‘combination PDFs’ that include the daily note and the flowsheet preview (associated with the same date of service) to the referring physician or payer. This allows the user to print and / or fax clinical documentation in addition to flowsheets (what was done) at the same time.

  • Download all PDF – In Touch EMR users will now have the ability to download all PDF file per episode for all completed documents. This displays a thread of all the documents completed for a single episode. To download all PDF, simply click on ‘ALL’ icon found under ‘Completed Documents’ on the Patient’s Dashboard.
  • Assign Multiple Resources per episode – in the past, the system only allow users to assign one referral source on an episode. Now, if a patient is being seen by multiple referring physicians, you can assign all them per episode. To do so, just go to ‘Episodes’ tab on the Patient’s Dashboard and click on Assign Referral Source. Choose the name of the referring providers on the dropdown list and hit ‘Update’ Once a referring provider have been assigned to one of the patient’s episode, the patient name will also get added on each referring providers assigned to the episode.
  • Referral Source Name on the Plan tab – it is important for users to see the name of the referring physician’s assigned to the patient while doing notes without stepping out of the note, so we added a new feature in the Plan section of your documentation, wherein you just hover the mouse on the Plan tab, then you will see the name/s of the referring provider assigned for the patient.
  • Improvement on the Episode Name field – in the past, In Touch EMR users are only allowed to save an episode name maximum of 15 characters. We removed this restriction and the system will now allow you to save a longer episode title.
  • Comparator document – A comparator tool is a new feature in In Touch EMR, wherein the user will be able to combine 2 separate notes for comparison purposes. PDF will generate that will contain both of the document soap note. This will help the user to assess if the patient’s condition is on track and/or is improving. PDF display should be same till appointment detail after that we first show subjective of origin document (Document name if present) (Record Type) (Date of Appointment) than subject of destination document. To run a comparator search, go to the patient’s dashboard > Comparator. You will be given an option to Select 2 documents (no more than two). First, select the ‘Origin’ document. Second, select the destination. When a user selects origin and destination and clicks on ‘comparator icon’, then the system logs the ‘generation time’ (date and time of request) processes the request, and a blue notification will appear on the top left hand side that says “The comparator document comparing (name of origin document) (date of service) and (name of destination document) (date of service) is now available in the comparator section”

In Touch EMR Updates – June 29, 2016

  • GENERAL UPDATES

    • One click to toggle on / off between traditional editor and global vertical scroll – When working in the traditional editor (SOAP note format in the horizontal navigation bar), a globe icon at the top of the screen (adjacent to the ‘carry forward’ button) allows the user to redirect to the global vertical scroll view in one click. Now, we have introduced an ‘edit’ icon inside global vertical scroll, that allows the user to return to the traditional editor with one click. This allows the user to toggle back and forth seamlessly.

    OBJECTIVE SECTION UPDATES

    • Introducing the ‘clear’ button to clear default carry forward data in specific sections of an objective template – When an Initial Evaluation is created, it becomes the foundation for future notes. Data from the initial evaluation gets carried forward to the next note (including the data from the objective section). As the patient treatment progresses, some of the data carried forward, in certain sections of the objective section, is no longer needed.

    – In the past, users had to manually delete this data, one field at a time. Not anymore! In Touch EMR now introduces the ‘clear button’. This button appears in each objective section of every objective template in any note type.

    – To clear data from a specific section, simply click ‘clear’ to delete the data on that section. This will remove all the data from that section only, and other sections will remain unchanged.

    FLOWSHEET SECTION UPDATES

    • Additional Flowsheet Association option – In the past, the flowsheet association option included the ability to associate the following documents with the flowsheet – initial evaluation, reevaluation, progress note, daily note and discharge note. We have now added the plan of care to this list. If the flowsheet association is enabled and plan of care is checked, the flowsheet preview will now appear on the PDF document of the plan of care.
    • Flowsheet Pre-populate All – This is a new option available under administration > edit staff. By default this is set to ‘No’. This means that the flowsheet pre-populate drop down box in the flowsheet edit screen, by default, displays a drop-down of the flowsheet components associated with that flowsheet only. A one click selection of the appropriate component now populates that component, which can be edited quickly.

    – When set to ‘Yes’, this available list expands significantly, and a search option is made available instead of the drop-down. This gives the user the ability to search through the entire list of flowsheet components associated with all flowsheet templates. For example, if there are 20 flowsheet templates and each template has 20 flowsheet components, then the search function will allow searching through that entire list of all 400 components.

    – Please note that the search function will allow searching through the title of the individual flowsheet components, and not the description or any other part of the flowsheet components. Therefore, use descriptive titles for all your flowsheet components, such as Hip exercises, Lumbar mobilization and so on. (Mary will verify that this works fine regardless of upper / lower case on live and once verified, will change this from red to black after verifying on live server on 6-2)

    • Flowsheet CPT Non Mandatory – To enable this feature, please go to Admin > Edit Staff.

    – By default this is set to ‘No’. This means that the selection of the CPT code, when creating / adding every single flowsheet component is required. Be default, this is set to ‘No’ to improve compliance. The user is therefore telling the system what was done, and how the procedure / modality was billed out. We recommend this should be left as is.

    – When turned to ‘Yes’, CPT codes on individual flowsheet components are no longer mandatory. This means that the selection of the CPT code, when creating / adding flowsheet components is no longer required. In such cases, the flowsheet will save, but since there is no CPT code assigned to some components, the corresponding components will NOT have a CPT line item on claim review, even if the flowsheet component is ‘confirmed’. The user / clinic is responsible for appropriate billing since this can create mismatches between what is documented and what is billed, so please use with extreme caution.

    • Flowsheet Association on POC – you have now the option to associate flowsheet preview on the Plan’s PDF. To enable this feature, please go to Admin > Edit Staff.

     

    PLAN SECTION

    • Edit icon in the plan of care – An edit icon is available adjacent to the procedures and modalities in the plan of care. This allows one click redirection to the procedures and modalities section, allowing the user to edit them as needed.The plan of care listings on the patient dashboard also show the ‘source documents’ i.e the documents from which the plan of care was generated (initial evaluation, progress note, reevaluation of daily note). This information is also reflected in the PDF of the plan of care.
    • Multiple delete option under procedures and modalities in the Plan of Care – in the past, In Touch EMR allowed users to delete one procedure or one modality at a time. Now, In Touch EMR will allow you to delete multiple items at the same time. To do so, choose multiple items by pressing the CTRL key on your keyboard and left click to select the items. Once selected, right click and click delete. All the selected fields will now delete.
    • The plan of care pop up now shows upto 50 procedures / modalities at one time, instead of 10.
    • Most used list for procedures / modalities now available in the plan of care– Similar to the most used list under ICD-10 codes, you can now identify your most commonly used procedures and modalities and add them to the ‘most used’ list for quick reference.

In Touch EMR Updates – May 13, 2016

  • GENERAL UPDATES

    • Improvement in Initial Evaluation generation – Some users indicated that multiple initial evaluations were being created in certain scenarios. To avoid generating multiple initial evaluations, In Touch EMR will now automatically gray out the ‘CREATE’ button in the ‘New Initial Evaluation’ window.
    • Discharge automation feature – A new feature is now available under administration > edit staff.

    – Be default, this is set to NO. When set to YES, In Touch EMR will automatically inactivate a patient, when a discharge note is finalized. Please note that even if a patient has multiple episodes, with multiple ongoing conditions (presumably with different rendering providers), a single discharge (for any episode) will inactivate the patient. An inactive patient is depicted with a red exclamation mark, in parenthesis, on the patient dashboard as well as the patient locator view.

    – The discharge must be FINALIZED and only then will In Touch EMR trigger the automatic inactivation of the patient. If a discharge note is in progress, the patient will not be inactivated.

    – Even when a patient is inactive, a clinician can continue to work on the patient record. The ‘inactive’ status does not limit the user in any way, it is simply an ‘internal tag’ for the patient. When an initial evaluation is done, the patient will automatically become active.

    • Discharge note mandatory field removal – In the discharge note, the text field under ‘Final recommendations from rendering provider’ is no longer mandatory.
    • Discharge note mandatory alerts (mandatory fields such as patient’s current functional status and reasons goal not achieved) now also show at the bottom of the discharge note, and adjacent to the missing mandatory fields, in addition to the top. This way, the user can immediately determine if any mandatory fields in the discharge note are missing.
    • Customized document titles now reflect on the PDF – In the past, clients could add note titles but these does not display on the PDF. Now they do!
    • Alerts and notes now appear inside the SOAP note on the top right hand side.

    FLOWSHEET SECTION UPDATES

    • Flowsheet editing improvements – The flowsheet will now allow users to rapidly edit individual text boxes for a more efficient workflow. When working on one text field, simply click outside the text field or hit the enter key and allow 1 second to save data. Then, proceed to the next text field and do the same. Many more exciting developments are coming to the In Touch EMR flowsheet very soon!

    PLAN SECTION UPDATES

    • Auto generate plan of care – A new feature is now available under administration > edit staff.

    – By default this is set to ‘NO’, meaning to generate POC, the ‘Generate Plan of Care’ button needs to be clicked on all types of note.

    – When set to ‘YES’, the finalization of any / all of the following note types – Initial Evaluation, Progress Note and Re-evaluation will automatically generate a POC for that patient, even if the ‘generate plan of care’ button is not clicked. A dropdown with the following options is provided, so the user can choose where to apply auto-generate POC – Initial Evaluation, Progress Note, Re-evaluation

    – However, it is important to note that the ‘save draft’ button must be clicked before the document is finalized. This will make sure that the latest version of the plan of care is automatically generated for that document type.

     

    CLAIM REVIEW SECTION UPDATES

    • SIGNIFICANT IMPROVEMENTS to Claim review Scrubbing and Modifier 59 automation – In Touch EMR now automatically analyses all ICD, CPT codes and modifiers on the claim review tab and provides customized (but optional) billing guidelines before the claim is finalized. This is like having a biller looking over your shoulder, and guiding you to submit clean claims. In addition, the system automatically appends modifier 59 when applicable, since all the logic for CCI edits is now built into In Touch EMR. This is now available at no extra charge to all In Touch EMR clients.

     

In Touch EMR Updates – April 25, 2016

  • GENERAL UPDATES

    • Improvement on pulling up Initial Evaluation – to avoid generating multiple Initial Evaluation, In Touch EMR will now automatically gray out the Document Selector section once the Initial Evaluation is clicked.

     

    • Discharge automation feature – A new feature is now available under administration > edit staff. Be default, this is set to NO. When set to YES, In Touch EMR will automatically inactivate a patient, when a discharge note is finalized. Please note that even if a patient has multiple episodes, with multiple ongoing conditions (presumably with different rendering providers), a single discharge (for any episode) will inactivate the patient. An inactive patient is depicted with a red exclamation mark, in parenthesis, on the patient dashboard as well as the patient locator view. The discharge must be FINALIZED and only then will In Touch EMR trigger the automatic inactivation of the patient. If a discharge note is in progress, the patient will not be inactivated. Even when a patient is inactive, a clinician can continue to work on the patient record. The ‘inactive’ status does not limit the user in any way, it is simply an ‘internal tag’ for the patient. When an initial evaluation is done, the patient will automatically become active.
    • Discharge note mandatory field removal – In the discharge note, the text field under ‘Final recommendations from rendering provider; is no longer be mandatory.

    FLOWSHEET SECTION UPDATES

    • Improvement on Flowsheet – flowsheet will now allow users to simultaneously edit each text boxes for a more efficient workflow.

     

    • Improvement on Flowsheet – flowsheet will now allow users to simultaneously edit each text boxes for a more efficient workflow
    • Flowsheet enhancements – by default, the 3 most recent flowsheet components show, and the others can be made visible when the ‘expand’ button is clicked. The flowsheet pop up also opens faster, and flowsheet editing is easier and faster.
    • Launch of the ‘Flowsheet Association’ feature (flowsheet preview PDF appearing after document type). Please go to administration > edit staff > flowsheet > flowsheet association and enable this setting for your clinical users

    – By default, this is set to ‘NO’. This means that the flowsheet preview (flowsheet summary of everything done for a particular date of service) is a separate, stand-alone document that can be printed and faxed separately.
    When set to ‘YES’, the user will be asked to select a designated document type (initial evaluation, progress note, daily note, re-evaluation and / or discharge). One or more documents can be selected. Once selected, the flowsheet preview (associated with the same date of service) will also appear on the PDF of the selected document type(s). This applies to that particular user.

    Let’s assume this setting is enabled for the daily note for the user ‘sam234’. When ‘sam234’ uses In Touch EMR, the enabling of this feature allows the user to generate and fax ‘combination PDFs’ that include the daily note and the flowsheet preview (associated with the same date of service) to the referring physician or payer. This allows the user to print and / or fax clinical documentation in addition to flowsheets (what was done) at the same time. When you enable this, the enabled user will now be able to download and fax documents which contain that note and the associated flowsheet. You need to set it to ‘Yes’ for each individual user, and then click save.

    • Flowsheet preview can be faxed. In addition, the flowsheet preview can also be added to other documents when sending faxes.

     

IN Touch EMR Updates – March 29,2016

  • GENERAL UPDATES

    • Launch of ‘Global Vertical Scroll’.

    By default, this is set to ‘NO’ for all providers. When enabled, this provider will see a ‘globe icon’ adjacent to the document title on the patient dashboard. When the user clicks on the globe, you’ll see S, O, F, A, P components in one tab (Global) one below the other and Claim Review in a separate tab. The user see all elements carried forward from the previous note and will be able to scroll down past the Subjective, then Objective, then Flowsheet, then Assessment, then Plan sections. The user will NOT have the ability to answer questions that were NOT entered in the previous note (this option, along with the ability to choose templates is available in the traditional documentation panel).

    Advantages of this feature:

    1. Ability to view all data without having to click on tabs
    2. It will ONLY display questions and answers that are carried forward, and allow editing of these fields.
    3. Auto-save will save all data in all sections.
    4. All traditional features like auto text, goal box and flowsheet popups will work exactly as expected.

    Limitations of this feature:

    1. More time spent scrolling up and down. For example, the user will scroll down past subjective before you can get to objective. Scrolling can be reduced by using the top section buttons (at the top of the page) to auto-direct to either S, O, F, A, P. Scrolling (to go up from the bottom) can also be reduced by using the blue circle button (on the bottom right side of the page) to auto-redirect to the top section.
    2. If you want to select additional questions or change templates, the traditional view must be used.
    Enhanced search capabilities including the ability to run a search by mixing and matching appointment types and appointment status. This is available on the traditional calendar and the multi-resource view as well.

    • Medicare payer expansion – The following payers are now being considered as ‘Medicare’ companies, which means In Touch EMR will trigger FLG code alerts, PQRS alerts and GP modifiers automatically for these payers. These payers include HEALTH NET FEDERAL SERVICES and VA FORT HARRISON and NEW WEST HEALTH SERVICES and BLUE CROSS BLUE SHIELD ADVANTAGE CARE .
    • Functional Limitation G Codes now appearing on the plan of care, and the associated PDF
    • Improvements to Carry Forward as it pertains to Discharge note – Relevant components from the most recent note type (reevaluation or progress note or daily note) now automatically populate the discharge note. This includes S, O, A, P sections.
    • Improved accuracy of the compliance check function on the claim review tab – The compliance check function on the claim review tab accurately compares the codes being billed out, with the codes on the plan of care. Ideally, these codes should be an exact match to ensure compliance.
    • Improvements to dynamic goal box and flowsheet pop ups – These popups now appear in one screen, eliminating the need for vertical scrolling while working on the goal and flowsheet section. Also, the background is transparent, allowing you to focus more on the note.

    PLAN SECTION UPDATES

    • Plan of care dropdown extended upto 52 weeks.

     

IN Touch EMR Updates – February 25, 2016

  • SUBJECTIVE SECTION UPDATES

    • Improvements to Subjective > Medical history with an additional option that states “other”
    • Custom description box in ICD-10 description – You asked, we listened! You can now add custom descriptions to your most commonly used ICD-10 codes. This will allow you to quickly search the ICD-10 library using your own terminology. Remember to add your most commonly used ICD-10 codes to the ‘most used’ list so you can retrieve them quicky and easily.
    • Expansion of ICD-10 truncated codes – V, W, X, Y and Z series truncated ICD-10 codes are not marked as invalid / unspecified / truncated with a ‘red alert’ in the ICD-10 selection window.

     

IN Touch EMR Updates – January 28, 2016

  • SUBJECTIVE SECTION UPDATES

    • Search capability by ICD-10 code and description now available in the ‘Most Used’ list in addition to the ‘Global’ list of ICD-10 codes.
    • Medicare ICD-10 override option – A clinic administrator can go to administration > staff > edit > subjective > Medicare ICD-10 override (please click the blue tooltip to learn more about the function before you enable it) and turn it to YES if needed.

    – By default, this is set to ‘NO’ for all providers. This means that, for all Medicare patients, In Touch EMR requires that one or more ICD-10 codes be entered in the ‘physician diagnosis’ field in the subjective section. An error message will appear, if this field is empty. When enabled, In Touch EMR will no longer require one of more ICD-10 codes to be entered in the ‘physician diagnosis’ field in the subjective section for Medicare patients. Note – For non-Medicare patients, the ‘physician diagnosis’ field is not (and has never been) mandatory.

    • Ability to duplicate ICD-10 codes from the physician diagnosis section to the encounter diagnosis section in one click.

     

In Touch EMR Updates 2015

  • GENERAL UPDATES

    • Miscellaneous information box  – has been expanded to allow input of an unlimited number of characters.
    • Improvements to the dynamic goal box.

    – Ability to add / designate the goal start date and goal end date.

    – Ability to designate a goal as ‘100% met’

    • Ability to see the date of service adjacent to the document and episode title while working on a SOAP note.
    • Improvements to carry forward data during initial evaluation using the ‘copy from another initial evaluation feature’. In the past, when users clicked on the copy button multiple times, the system created multiple instances of an initial evaluation.
    • Episode title now shows right next to the document in progress bar(note type- Episode title) This will help the provider identify for which episodes the note is being created for. Note that the Episode title will only be available for the following note type; Daily, Progress, re-evaluation and Discharge Note.
    • Rapid exit to the patient dashboard and section save in 1 click. Clinicians can now click on the ‘D’ button on the scrolling bar within each document to return to the patient dashboard with one click. This action will save all the data in the current section and redirect the user to the patient dashboard.
    • Daily Notes can now be carried forward to all note types. This is a significant enhancement to the carry forward function. This allows you to use the “Carry Forward From” feature from the daily note to evaluations, progress note and discharge note.
    • Goals are now displayed using green and black fonts for better differentiation.
    • Alerts are set up on dynamic goal boxes to guide users about missing / incomplete fields

    SUBJECTIVE SECTION UPDATES

    • Flagging of unspecified / invalid / truncated ICD-10 codes – In Touch EMR now displays a ‘flag icon’ next to the code and the ‘Add’ button in red for over 4000 unspecified / truncated / invalid ICD-10 codes, alerting the clinician that these codes can lead to clearing house and / or payer rejections. If you want to review the entire list, please click here to access the entire list of ICD-10 codes to avoid. This was achieved with the effort of all the ICD-10 certified coders at In Touch Billing, the sister company of In Touch EMR, who identified a list of over 4000 truncated / invalid / unspecified ICD-10 codes for In Touch EMR users.

     

    • Ability to add ‘pain scale’ to the subjective component of daily notes. The clinic administrator must go to administration > staff > edit staff (the pencil icon on the right side) locate an option called “Enable pain scale for daily notes?” (this is set as NO for all users.) If the clinic administrator changes this option to ‘YES’ and clicks update, then that user will be able to view / edit the pain scale on all daily notes going forward. The pain scale data entered by the user will appear on the PDF file as well.
    • Ability to uncheck selections on the pain scale in the subjective section (default subjective and custom subjective).
    • ICD-9 to ICD-10 convertor tool – Any user can go to the subjective component of a note, click on an ICD-9 code and a popup will open, displaying the corresponding ICD-10 codes. This is a proprietary ICD-9 to ICD-10 mapping tool and is far more specific to the GEMs mapping tool provided by CMS.

    OBJECTIVE SECTION UPDATES

    • Significant objective template builder improvements – Entire sections within the objective template can now be reordered up or down. Questions can be reordered up and down by clicking on ‘edit question’ and changing the question number. Please remember to click ‘update template’ when done.
    • Entire sections from one objective template can now be transferred to another objective template. Entire questions within one section of one objective template can also be transferred to any section in any other objective template. Please remember to click ‘update template’ when done
    • Enhanced objective builder user interface. Fonts are now easier to read and the sample question types viewer can now easily be located. It displays how your question type is going to look like, and facilitates the template building process.
    • Search function in the objective template library – this gives the user the ability to find templates quickly for editing / selection. Please note that a template cannot be edited once it has been used to finalize a note. Instead, you can create a duplicate of that template and edit the ‘duplicate’. As always, you can hide any template you don’t need by clicking on ‘Manage Templates’.

     

    FLOWSHEET SECTION UPDATES

    • Flowsheet Confirm Propagation – In summary, when this feature is enabled, a user must confirm a flowsheet component otherwise it won’t propagate to the claim.

    – If a component is not confirmed, it does not become a part of the clinical record and is not billed out. If it is confirmed, it is considered ‘done’ for that visit.

    • ‘On demand’ flowsheet edits – It is now much easier to edit individual flowsheet cells, all of which will automatically save when a user clicks ‘save flowsheet’.

    – The ‘edit’ button in the flowsheet has been retired, paving the way for a user to directly edit any flowsheet cell. A user can click a cell, edit it, click out of it, and repeat this process for numerous cells. After existing all cells, click ‘save flowsheet’ and all cells will save automatically. We call this an ‘on demand edit’.

    – In addition, when a user utilizes the ‘quick edit’ capability to insert any rows with a ‘null’ value in the CPT code, a ‘null’ row with zero CPT code will NO LONGER appear in the claim review tab, eliminating the need to delete such line items.

    -Combined with  confirm propagation, ‘on demand’ edits allow the user to document faster, without wasting time deleting components (simply leave components in a pending state if you didn’t do them / changed your approach for that visit). This animated image should help explain how all this works.

    • Significant updates to the flowsheet, adding a new ‘flowsheet confirm propagation’ feature that can be enabled or disabled by the clinic administrator by going to Administration > Staff > Edit icon.

    – By default, this is set to NO. This means that all flowsheet components (from an active flowsheet) will be propagated to the claim review tab for this user, upon clicking the blue ‘refresh’ button on claim review.

    – When this is set to YES, only flowsheet components that are ‘CONFIRMED’ (in an active flowsheet) will be propagated to the claim review tab. By default, all line items in active, editable flowsheets will display a red ‘PENDING’ button. The user will simply click on the red ‘PENDING’ button to automatically change it to a green ‘CONFIRMED’ button and then click ‘save flowsheet’. The user will also be able to re-edit an active flowsheet, click on the green ‘CONFIRMED’ button and switch the flowsheet component back to a ‘PENDING’ status. Remember to save the flowsheet and then proceed to claim review.

    – The system will ONLY propagate ‘CONFIRMED’ line items to claim review. The pre-selected ‘PENDING’ items will continue to appear on the flowsheet preview pop up, and also when the ‘duplicate button’ is clicked. These ‘PENDING’ items will appear in red for immediate user reference. This will enable the users to
    choose flowsheet templates and selectively propagate certain component, while being able to track what was done in previous components, using the duplicate or preview options.
    Please note that the ‘PENDING’ components will not appear on the flowsheet preview PDF or the generated flowsheet PDFs since they are considered as ‘not selected / not done’ by the clinician.

    – In addition, the user will be able to save time by clicking on a ‘CONFIRM ALL’ button to automatically change all ‘PENDING’ components to a ‘CONFIRMED’ status with one click. The user will also have the the additional option of being able to (in active flowsheets) automatically revert one or more ‘CONFIRMED’ components, with a single click, back to ‘PENDING’. Remember to save the flowsheet and then proceed to claim review.

    • Significant improvements to flowsheet design. Redesign and improved user interface for flowsheet. This includes rapid flowsheet edit capability and flowsheet component reordering.
    • Sort by most recent function improved so flowsheets are also sorted by most recent.
    • The ability to edit the CPT code in the ‘rapid edit’ section of the flowsheet has been added. This now allows clinicians to edit a flowsheet with one or two clicks.
    • Flowsheet iPad compatibility. Improvements to the flowsheet on iPad (greater width, height and improvement to the duration dropdown for iPad)
    • Flowsheet template builder enhancements. The template builder section now allows rapid edit of all flowsheet components, update template, share template and hide templates with one click. Greater emphasis on the total scheduled time and total treatment time for each flowsheet.

    PLAN SECTION UPDATES

    Visual improvements to the plan section – ICD codes are displayed on top right column. Goals are now displayed using green and black fonts for better differentiation.

    Plan of care improvement – Relocation of ‘type of service’ on plan of care. This field has been moved up on the plan of care, so that it appears below frequency, duration and certification period, but it appears above goals. This change will also reflect on the PDF of the plan of care.

    – Visual improvements to the plan section – ICD codes are displayed on top right column.

     

    CLAIM REVIEW SECTION UPDATES

    • Improvements to auto-populate diagnosis pointer on claim. In Touch EMR is now able to populate the first (or all) of the diagnosis pointers automatically on the claim form to help save time for the clinicians. This option is available under Administration > Staff > Edit