NextGen UD2 Upgrade Enhancements · NextGen UD2 Upgrade Enhancements Summary NextGen EHR Enhancements May 23, 2016: Workflow Module Patient Information Bar Alerts Medication Module

End User Update – NextGen May 2016

Page 1

With questions about any projects or services, please contact the 24/7 Kootenai Health Information Technology Help Desk. By Phone: 855-554-4440 (toll free) or 208-625-5555 By Email: [email protected]

NextGen UD2 Upgrade Enhancements Summary NextGen EHR Enhancements May 23, 2016:

Workflow Module

Patient Information Bar

Alerts

Medication Module

Allergy Module

Encounter/Category View Filters

NG Share Orders Module ( for clinics currently using Orders Module)

NextGen PM Enhancements May 23, 2016:

Patient Portal Enrollment Indicators

Reporting Enhancements

Letters

Billing – COB Window, ICN Number Enhancements, Holding Tank

Insurance Selections

Race Selection

Receipts

Optional Practice Preferences

NextGen EHR Enhancements

1. Workflow Module

Key Features o Combines elements of the Workflow and PAQ into one window

Each section is represented by separate tabs


Page 2


Clinical Tasking 1) View All Tasks (top half of screen) 2) Categories act as filters 3) Select a task to view patient demographic information in details pane (lower half

of screen) 4) Navigate to other areas of the chart directly from the task (orders module,

associated templates, documents) 5) Provider’s future daily appointments (if any)

Select individual task, see due date, priority, status, response, message, and patient details **Reply option is available now for tasks associated to the telephone call component


Page 3


Appointments 1) Ability to view daily (schedule in list format), multi (schedule of multiple resources

in column format), or timeline (schedule as a timeline on a calendar) 2) Select individual appointment to view patient demographics and details

Provider Approval Queue

o Existing functionality is identical, view has been integrated into the Inbox for easier access

o Action buttons are now under the item you are viewing rather than the list of items

o Full screen will allow you to take preview information to view the full screen view


Page 4


Patient Portal (if deployed at practice) o Select individual message to view patient demographics and portal messages o Action buttons are now under the item you are viewing rather than the list of

items

2. Patient Information Bar

Several areas of the Patient Information Bar now provide more information when you hover over them

Alerts will show patient alerts when hovered over

Telephone number will show all available telephone numbers and notes when hovered over

Weight will show all recent vitals when hovered over

Insurance will show all available insurances when hovered over

Allergies will now show reactions as well as allergies

Problems will show onset date as well as problem

Diagnoses will show the date diagnosis was used

Medications will show medication and sig


Page 5


3. Alerts

Ability to flag alerts for acknowledgements (for only providers, all users, force to launch when chart is opened)

Will prompt until acknowledged, if provider only is selected, alert will show for every user accessing the chart, but will only allow a provider to acknowledge for alert to stop displaying

Ability to free text alert on the fly and comments

Ability to view PM alerts – READ ONLY - in EHR (configured/added through PM, but able to view in EHR)

NOTE: Be sure to add DATE to any free text Alert preceding comments


Page 6


4. Medication Module

Drug to Condition Interaction now includes SNOMED codes in addition to ICD codes, functioning like all other DUR checks and uses the same logic as the ICD codes o Mapping behind the scenes prevents duplicate alerts if the patient has both ICD

codes and equivalent SNOMED codes o Can be checked from both Medication Module and Problem Module

Ability for providers to save UNITS in medication favorites o Helps with quantity calculation issues when SIG and default units differ

Better format for sending eRX window - Selections are listed in Bold to make them stand out


Page 7


5. Allergy Module

Added SNOMED codes for allergy reactions (appended to existing list of reactions) Ability to add up to 5 reactions per allergy

Edit elements of an allergy even on a locked encounter

6. Encounter/Category View Filters

Click down arrow to filter by last 30 days, 90 days, or 1 year / last visit with current provider, last visit with current location

Click Filter button for more specific filter information


Page 8


7. NG Share

Favorites functionality has been added to NG Share as well as “Most Recently Accessed” (via the timer icon on the search bar)

Click the star next to the providers name


Page 9


8. Orders Module

New options for Future/Recurring orders and Tasking o Modify expiration date for Future/Reoccurring Orders

Set general timeline in Practice Preferences (default is set to 15 months) Manually modify expiration date when scheduling Lab/Rad Order within

Orders Module (click set schedule, select tests, modify dates)


Page 10


NextGen PM Enhancements

1. Patient Portal Enrollment Indicators The following new indicators have been added to the Practice Management application to inform users when a patient is enrolled in the Patient Portal:

A new icon has been added to the Appointment Book that will display in patient’s appointment information designating that the patient is enrolled in Patient Portal.

A new column in the Patient Lookup screen displays information about the patient’s current enrollment status with the Patient Portal.

On the patient chart a new icon displays when the patient is enrolled in Patient Portal.

On various reports a new column has been added to display each patient’s Portal enrollment status.

2. Reporting Enhancements

New updates have been added to multiple reports that provide more options in reporting on specific data from within NextGen Practice Management. Specifics include the following:

Added patient email address and phone number information to multiple General, Accounts Receivable, and Scheduling Reports.

Added Patient Contact and Insurance Policy information fields to the Service Item Summary and Daily - Encounters Reports.

Added new columns to the Unapplied Credit report that allow users to quickly view encounters where existing unapplied credits can be applied to a charge.

Enhanced the "Find" feature within the PM/EHR reporting modules to allow users to search and locate all instances of specific terms within the report.

3. Patient Correspondence Redesign of Letters – PM

A new format has been adopted for how users create and edit their letters within File Maintenance. In a similar fashion to Forms and Labels, users now access the data repository and its large number of fields to pre-populate their letters. Furthermore, the following new letter formatting options similar to Microsoft Word are available in the Letters editor:

The ability to insert tables, images, or text boxes


Page 11


Application of styles and formats (e.g. bullets)

Creation of multi-page letters

4. Billing The enhanced COB window has a new user interface that improves support for all non-primary (secondary, tertiary) EDI claims (837I, 837P and 837D). Charge, transaction, and adjudication information now displays separately for each payer attached to the encounter. This new functionality allows users to easily view and update line item information before electronic claims are created.

Update to application of ICN number in Claims – Billing staff New options have been added to the payer master file that allow users to define which Internal Control Number to populate on resubmitted and COB electronic claim. These options include:

Populating the Internal Control Number on resubmitted claims

Populating the claim with the Internal Control Number from the previous payer in the encounter

Also, users can now manually enter the Internal Control Number from the chart that will populate onto resubmitted claims.


Page 12


Holding Tank – Billing staff The verbiage on the message to accept or reject charges from the EHR holding tank has been modified to provide consistent messaging for actions the user can take when uploading charges to Practice Management. Also, a new alert has been added to inform users when charges are rejected.

5. Insurance Selection The Insurance Selection screen is updated with new visual indicators that allow users to quickly view patient insurance information during the check-in process without opening the screen. If information is missing or needs to be updated, quick navigation to the appropriate screen is available by clicking on the indicator.


Page 13


6. Race Selection Users reporting on Asthma Syndromic Surveillance for Meaningful Use can now define the patient’s primary race on the Patient Demographics screen. This new feature works in conjunction with primary race options on the Patient Demographic template within the KBM.

7. Receipts

**DO NOT USE** This new functionality has been found to be faulty and should not be used. Incorrect practice remit to information is printing. An account receipt can be generated from an account transaction during the posting process or it can be retrieved from the patient account summary tab at any given time. All payments applied at the account level for multiple patients and/or multiple encounters can now be documented and printed.


Page 14


8. Optional Practice Preferences

Patient Communication Preferences – All staff (focus on registration) o New communication preferences have been added to the Patient

Demographics screen that allow the practice to record how each patient prefers to receive notifications from their provider. These recorded preferences can then be utilized to engage patient populations using the NextGen® Population Health module and/or EDI automated voice reminders.

Discount Transactions – Billing Staff o A new feature has been added to allow posting of discount transactions

directly to the encounter from the Charge Entry screen. Users have the ability to apply the discount at the line item or encounter level, and their amounts can be defined by percentage or dollar amount.


Page 15


Sub-Batches do not Require Payments – Billing staff o A new option in Practice Preferences allows users to post transaction

sub-batches without having to enter in the number of payments within that sub-batch. Sub-batches provide a mechanism to allow multiple users to enter transactions into one batch that is balanced collectively at the end of the day.

Bad Debt – Admin Practice Preference o A new practice preference option will prevent encounters from moving out

of the Bad Debt status when they reach a zero dollar balance, enhancing reporting and tracking capabilities.

Documents

NextGen UD2 Upgrade Enhancements · NextGen UD2 Upgrade Enhancements Summary NextGen EHR Enhancements May 23, 2016: Workflow Module Patient Information Bar Alerts Medication Module