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Pre-Load and Scanning Manual 1 ©2011 HealthPoint Medical Group and Practice Partner System Practice Partner EMR Pre-Load/Scanning Document Version: EMR_v1.05 Software Version: 9.5.2 Date: 02/29/2012

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Page 1: Practice Partner EMR

Pre-Load and Scanning Manual

1 ©2011 HealthPoint Medical Group and Practice Partner System

Practice Partner EMR

Pre-Load/Scanning Document Version: EMR_v1.05

Software Version: 9.5.2

Date: 02/29/2012

Page 2: Practice Partner EMR

Pre-Load and Scanning Manual

2 ©2011 HealthPoint Medical Group and Practice Partner System

About This Document

Confidentiality and Proprietary Rights

This document is the confidential property of HealthPoint Medical Group. No part of

this document may be reproduced in any form, by photostat, microfilm, xerography, or

any other means, or incorporated into any information retrieval system, electronic or

mechanical, without the written permission of HealthPoint Medical Group. Inquiries

regarding copying and/or using the materials contained in this document outside of the

limited scope described herein should be addressed to HealthPoint Medical Group.

Copyright Notice

Copyright© 2011 HealthPoint Medical Group. All rights reserved. Special Symbols

Page 3: Practice Partner EMR

Pre-Load and Scanning Manual

3 ©2011 HealthPoint Medical Group and Practice Partner System

Introduction ........................................................................................................................ 5

Objectives and Summaries ........................................................................................... 5

Special Symbols ............................................................................................................ 5

Lesson One: Logging in/Out of Practice ............................................................................. 6

Access Standards .......................................................................................................... 7

Logging in/out of Practice Partner ............................................................................... 8

Accessing Practice Partner: .......................................................................................... 8

To Log in: ...................................................................................................................... 9

Practice Partner Login: ............................................................................................... 10

To Login: ...................................................................................................................... 11

Lesson Two: Patient Lookup ............................................................................................. 13

Patient Lookup ........................................................................................................... 14

Lesson Three: Chart Overview .......................................................................................... 15

Patient Chart ............................................................................................................... 16

Lesson Four: Adding a Patient Photo ................................................................................ 17

Adding a Patient Photo ............................................................................................... 18

Lesson Five: Loading Pharmacies ..................................................................................... 21

Loading Pharmacies ................................................................................................... 22

Lesson Six: Pre-Load ......................................................................................................... 24

Allergies and Intolerance ........................................................................................... 25

Medications ................................................................................................................ 27

Problems ..................................................................................................................... 29

Immunizations ........................................................................................................... 31

Pediatric Immunization.............................................................................................. 34

Pediatric Height, Weight, and Head Circumference ................................................. 35

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4 ©2011 HealthPoint Medical Group and Practice Partner System

Pre-loading same day visits: ............................................................................................. 35

Lesson Seven: Scanning .................................................................................................... 36

Zoom ........................................................................................................................... 37

Appendix: Valid Prescription Take Drop Down List ....................................................... 48

Page 5: Practice Partner EMR

Pre-Load and Scanning Manual

5 ©2011 HealthPoint Medical Group and Practice Partner System

Introduction

As a clinical software system, McKesson Practice Partner manages a variety of

information including patient demographics, clinical details, and production analysis.

For more information on Practice Partner EMR visit our website

http://emr.healthpointmedicalgroup.com

Objectives and Summaries

This manual contains objectives which provide you with overall goals that you will

achieve by the end of this training. This manual contains a summary for your review at

the end of each lesson.

Special Symbols

Throughout this manual symbols will highlight areas that require additional attention.

NOTE

Indicates guidance information that expounds upon the provided information.

TIP

Indicates supplemental help to the supplied information.

STOP Indicates important information that can include specific instructions that are required.

Page 6: Practice Partner EMR

Pre-Load and Scanning Manual

6 ©2011 HealthPoint Medical Group and Practice Partner System

Lesson One: Logging in/Out of Practice

Objectives:

By the completion of this chapter, you will be able to:

Successfully log into Practice Partner

Successfully log out of Practice Partner

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Pre-Load and Scanning Manual

7 ©2011 HealthPoint Medical Group and Practice Partner System

Access Standards

HealthPoint Medical Group and all our members have a responsibility to safeguard the

privacy of all patients and protect the confidentiality of their health information. In the

course of employment or assignment you will come into contact with confidential

patient information. The following access standards will be followed:

Only authorized persons will be granted access. This access will be appropriate to

the job role.

Only authorized persons may enter and view data.

Passwords and system IDs will not be shared. Practice Partner keeps an audit

trail of all entries and can generate reports of a user's access and activity within

the system.

Physical security of the workstations and files will be maintained.

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8 ©2011 HealthPoint Medical Group and Practice Partner System

Logging in/out of Practice Partner

Accessing Practice Partner: To access Practice Partner, you must first login into HealthPoint EMR Citrix Portal by

clicking on the HealthPoint EMR icon or by typing http://hpemr.baycare.org on the

internet page.

The Citrix screen will open to the HealthPoint access screen, click OK.

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9 ©2011 HealthPoint Medical Group and Practice Partner System

To Log in:

Enter your User ID and Password. This is the same user ID and password you

use to log into the computer.

Once the login process is completed, the HealthPoint EMR icon will be

available to select.

NOTE

If prompted, follow instructions to download the Citrix upgrade.

To access Practice Partner, click on the HealthPoint EMR icon. There are two icons

to choose from. To access the Production click on the HealthPoint EMR icon, to

access test click on the HealthPoint EMR Test icon.

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10 ©2011 HealthPoint Medical Group and Practice Partner System

Each icon used to access Practice Partner has its own separate database.

For example:

HealthPoint EMR - Is where the production database resides. This is where all

our live patients are stored.

HealthPoint EMR test - Is where training and testing will takes place.

Practice Partner Login:

Every Operator has an assigned user ID, password, and access level. This prevents

unauthorized access to the system, protects critical patient information, and protects

patient confidentiality.

The password must be alphanumeric 8 characters, contain at least one uppercase, and

one number.

NOTE

If you forget your password, contact the help desk to have your password reset. The

help desk telephone number is (813) 636-2034, This is also located on your

computer monitor.

Logging On:

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11 ©2011 HealthPoint Medical Group and Practice Partner System

To Login:

Enter your assigned EMR User ID and Password. The password displays as asterisks

(*) so it can’t be seen.

You may use the tab key or the mouse to advance the cursor from field to field.

NOTE

When logging in for the first time a temporary password will be given to you. Once you log in you will be prompted to change your password. This will

occur at your initial login.

NOTE

You have 5 attempts to log into EMR, if you are not able to log in because either the user ID or password is incorrect; you will receive a pop up stating “The system could not log you on. Make sure your User ID is correct, then type your password again”.

In the Provider ID field, select the appropriate provider by selecting the drop down

arrow. If you know the providers code, you can type the code in the Provider ID field.

After selecting the drop down arrow a Provider Select screen will open. To search by

name select the radio button Name, type the last name of provider and click the

Search button, highlight the name and click the OK.

In the Practice ID field, select the drop down arrow then select the appropriate

practice code.

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12 ©2011 HealthPoint Medical Group and Practice Partner System

Provider Select

After logging in, a disclaimer screen will appear in yellow. Please pay attention to the top

of the screen where it states Practice Partner “LIVE” database. This is the only

place in Practice Partner to notice if you are in the “LIVE” database or in the

“TEST” database. It is very important to make sure you are logged into the correct

database. Click the OK button and it will take you to Practice Partner’s main screen.

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13 ©2011 HealthPoint Medical Group and Practice Partner System

Lesson Two: Patient Lookup

The purpose of this chapter is to give you an overview on how to look up a patient

record.

Objective

By the completion of this chapter, you will:

Have a complete understanding of the Lookup screen

Have the ability to look up a patient using patient name, and patient ID

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14 ©2011 HealthPoint Medical Group and Practice Partner System

Patient Lookup

Patient Lookup

In order to access a patient, you must go through the Patient Lookup Screen.

You can locate patient lookup screen by doing the following:

File/Open Chart on the Menu Bar, the Chart button on the tool bar, or the

Patient button on the toolbar.

You can locate a patient by selecting the radio button Patient Name, Patient

ID, and Phone Number.

When you have selected your search criteria, fill in the areas under Search for

or Patient Name Search Filters.

Click the Lookup button, locate your patient and click OK. This will bring you to

the Patient Chart. Repeat the step if you are not able to locate the patient.

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15 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Lesson Three: Chart Overview

The purpose of the chapter is to give an overview of the patient chart.

Objectives

By the completion of this chapter, you will be able to:

Navigate around the patient chart.

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16 ©2011 HealthPoint Medical Group and Practice Partner System

Patient Chart

Chart Overview:

The top portion of the patient chart will allow you to view Patient Name, Sex, Age,

Next Appointment, ID, and DOB.

The middle of the patient chart allows you to access, Chart Summary, Progress Note,

Past Medical History, Social History, Family History, Hospital Records,

Correspondence, Orders, Preventive Health, Flow Charts, Clinical Elements, Paper

Chart Summary, Scanned documents, Problems List, Health Maintenance,

Rx/Medications, Vital Signs, Laboratory Data, Images, Radiology, EKG, Pathology,

Special Studies, Consults, Advance Directives, Level II, Prenatal (If female), and Patient

Messages.

Bottom left hand side of the patient chart displays demographics. Bottom right hand

side of the patient chart allows you to free text any additional notes.

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17 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Lesson Four: Adding a Patient Photo

The purpose of the chapter is to upload a photo to a patient chart.

Objectives

By the completion of this chapter, you will be able to:

Upload photos to a patient chart

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18 ©2011 HealthPoint Medical Group and Practice Partner System

Adding a Patient Photo

1. Receptionist will take the photo via a digital camera or webcam.

2. The photo will be saved, by the receptionist, to the following location as the

patient’s name:

T:\ppart\Patient Photos\%dr.’s name%\Mickey Mouse

Example : t:\ppart\Patient Photos\Wray\Mickey Mouse

3. The receptionist will attach the patients photo to their chart

4. Open Chart

5. Click on Patient icon

6. Click Photo the Load Patient Photo screen will appear.

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7. Click Browse

8. Go to computer then to P:/Share Drive and select the scanning folder, locate

your sites folder and then your name.

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20 ©2011 HealthPoint Medical Group and Practice Partner System

9. You should be able to see the list of photos available. Select the correct

picture and click OK. Check the box labeled “Delete Original File After

Load?” after you make sure you are loading the correct photo for the patient.

10. Once you click OK, you will be able to see the photo on the patient

information screen. Click OK to close.

If the patient refuses to take a picture use the sign below and take a picture of it with the

webcam and upload in the patients chart.

Declined

Picture

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21 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Lesson Five: Loading Pharmacies

The purpose of the chapter is to upload a photo to a patient chart.

Objectives

By the completion of this chapter, you will be able to:

Load pharmacies to the patient’s chart

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Pre-Load and Scanning Manual

22 ©2011 HealthPoint Medical Group and Practice Partner System

Loading Pharmacies

From the Configuration tab you can associate pharmacies with the patient.

From the Configuration tab click the New button to the right of the

Patient Pharmacies section.

In the Pharmacy ID box click the drop down arrow to select pharmacy. A

screen called Pharmacy Select will appear.

Locate the desired pharmacy. You can search by Pharmacy Name,

Pharmacy ID, or Nickname.

Click the drop down arrow to locate pharmacy.

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23 ©2011 HealthPoint Medical Group and McKesson Practice Partner

If this is a preferred pharmacy, click on the Preferred check box.

Enter a Note if applicable.

Click Ok when finished.

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24 ©2011 HealthPoint Medical Group and Practice Partner System

Lesson Six: Pre-Load

The purpose of the chapter is to pre-load Allergies or Intolerance, Medication,

Problems, and Immunization.

Objectives

By the completion of this chapter, you will be able to:

Pre-load Allergies or Intolerance, Medication, Problems, and Immunization

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25 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Each site will receive an abstract sheet to pre-load Medications, Allergies, Problems, and

Immunizations. Each site MUST use this sheet to export information from the patient’s

chart onto the abstract sheet. Once the information has been abstracted and placed on

the abstract sheet the information MUST be verified by a provider prior to entering the

information into Practice Partner. The will prevent incorrect information being entered

into the patient’s record in Practice Partner.

Allergies and Intolerance

To Pre-load Allergies or Intolerance:

From the patients chart click on the Rx/Medications tab, the Rx/Medication

screen will display.

Click on the Allergy button on the bottom of the screen, a new screen will

display called Allergy.

To add an allergy

click on the Allergy

button

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26 ©2011 HealthPoint Medical Group and Practice Partner System

On the Date/Time identified enter the date the allergy was identified (onset

date). If there is no date documented, add the date the problem was written in

patients chart.

Type in the allergy in the Medication/Allergy Name field, if you’re not able to

spell the medication or allergy correctly a screen will display called Select Drug

Name, this will allow you to locate the correct spelling of the medication or

allergy. If you do not see the correct spelling click on Next or Prior until you

locate it.

Click Ok once you have located the correct spelling, this will display in the

Medication/Allergy Name field.

If the drug you type in is the correct one and the Select Drug Name displays

click Drug OK. This will keep the name you originally typed in.

Identify the Allergy Type by clicking the drop down arrow, the list included

Drug Allergy, Drug Intolerance, Miscellaneous (add environmental in this

area), and Food Allergy.

Click the drop down arrow to choose the Reaction.

When finished click OK.

Locate the correct spelling then

Click Drug Ok.

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27 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Medications

Pre-Load Medications:

From the patients chart click on Rx/Medications tab.

Click the New button on the bottom of the screen, a new screen will display

called Prescriptions.

The Rx Template Code allows you to lookup a prescription by Template

Code.

NOTE

If you know the code you can directly input the code into the box.

To locate a prescription select Template

code or by indication, then click Lookup.

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28 ©2011 HealthPoint Medical Group and Practice Partner System

Select the desired medication and click OK, this will default the information in

the Medication box. You can also manually type the medication in the

Medication box along with the Size, Take, Frequency, Route, Duration,

Amount, and Refills.

NOTE

If you choose to type in the take field you must specify how it will be taken. i.e. 1 Tab,

1 Cap etc. See Appendix for abbreviations that can be used in the Take field.

In the Date box, add the date the medication was last prescribed in mm/dd/yy

format.

In the Duration box, if you do not place a duration the prescription will remain

on the Current medication tab of the RX/Medications. If you place the

Duration the prescription will move to the Historical tab after the duration

days expire.

It is recommended if the provider uses Allscripts print the medication list from

Allscripts and then transfer the current medication information from Allscripts to

Practice Partner. This information includes dose, duration, quantity, date

medication was prescribe etc,.

Locate prescription and

click OK.

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29 ©2011 HealthPoint Medical Group and McKesson Practice Partner

NOTE

If a medication is in the current medication tab and an electronic refill request

comes in it will duplicate the medication in the current medication tab. To avoid

this from happening, the appropriate Date, Duration and amount of Refills

must be entered during pre-load so the medication will move to historical. If the

provider wants the medications to remain on the Current Tab do not put a

Duration but when an electronic Rx Refill comes in it will duplicate the

medication.

In the Print box, click on the down arrow and click Do not print.

Add the provider code in the Prov: box, or if medication was prescribed by an

outside provider check the box Outside.

When finished click OK.

Problems

To Pre-Load a Problem:

NOTE

Only Chronic problems will be pre-loaded.

Adding a Major Problem:

To enter a Major Problem, this is any chronic problem a patient may have,

click on the Problem List tab from the patient’s chart. A screen called

Problems/Procedures will display.

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30 ©2011 HealthPoint Medical Group and Practice Partner System

Click on New button, a screen will display called Major Problem.

Click on the Lookup button, you can either type in the ICD-9 Code, or type in

the description then click Search.

Once you have located the problem click OK.

Under Provider, if you know the provider who diagnosed the problem add, the

provider if not leave blank.

Select Active or Inactive by clicking on the drop down arrow in

Active/Inactive box.

Under Date, add the Onset Date.

Under Date Resolved, add the Stop Date.

Click OK when finished.

Select correct tab and

click NEW.

Click Lookup screen

to locate ICD-9 code.

Click OK, when finished.

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31 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Immunizations

To Pre-Load Immunizations:

From the patient chart click on the Health Maintenance tab, a screen will

display called Health Maintenance Summary.

Click the New Button on the bottom of the screen, a screen called Health

Maintenance Procedure will display.

Click on the More button to

add more information.

Right Click on Status

box.

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32 ©2011 HealthPoint Medical Group and Practice Partner System

Locate the immunization, right click your mouse on the Status box, it will turn

from yellow to white.

Click Done, the X will display in the box.

Click on the More button this will allow more information to display. You can

add Dose, Route, Given By, Dose Number Location, Facility, Lot,

Expiration Date, Manufacture, Device, and VFC Status.

Click OK when finished.

NOTE

Health Maintenance templates are based on age, sex, and problems. If an immunization is not displayed follow the steps below.

To add a new immunization not listed in the predefined Health Maintenance for the

patient:

From the patient chart click on the Health Maintenance tab, a screen will

display called Health Maintenance Summary.

Click the Historical button on the bottom of the screen.

Click Historical to add a new

immunization not listed in the HM

template.

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Click on the New Item button, a screen will display called Health

Maintenance Procedures.

Type the immunization in the white box and click Search.

Highlight the immunization and click OK when finished, the immunization will

display in the Health Maintenance Procedure screen.

Right click your mouse on the Status box; it will turn from yellow to white.

Click Done, the X will display in the box.

Click on the More button this will allow more information to display. You can

add Dose, Route, Given By, Dose Number Location, Facility, Lot,

Expiration Date, Manufacture, Device, and VFC Status.

Click OK when finished, the add immunization will display in the Health

Maintenance Summary screen.

To add new immunization click

the New Item button.

Type the name of the immunization

and click Search.

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34 ©2011 HealthPoint Medical Group and Practice Partner System

Pediatric Immunization

The templates for the Health Maintenance tabs or pediatrics are as followed:

Newborn to 2 years and 11 months of age will display the recommended

immunizations.

3 years to 10 years and 11 months the template will include the recommended

immunizations for this age group, plus the 0-2 years old immunizations.

11 years to 17 years and 11 months included the recommended immunization for

the age group, plus 0-2 and 3-10 immunizations.

If the patient needs the immunization form immediately they must upload the

immunizations in the Health Maintenance tab the upload the in Florida Shots to print

the form.

NOTE

If you are scanning any Health Maintenance such as Mammograms, Colonoscopy’s remember update Health Maintenance for the patient.

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35 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Pediatric Height, Weight, and Head Circumference

For pediatric patients you will pre-load the last 5 years of the patients’ height, weight,

and head circumference.

Click on the Vitals tab, once the tab is open click on the New button on the bottom of the

screen.

The vital screen will open, add the height, weight, and head circumference. Note: the

OFC in vitals is for head circumference.

Pre-loading same day visits:

NOTE

Pre loading for same day sick patients seen on EMR, if your provider chooses to see same day

sick patients on the EMR it is not mandatory that the chart be totally pre-loaded that day.

You have 3visits/2years to get the chart fully pre-loaded. You must pre-load the meaningful

use elements such as vitals, Rx and meds. If the site choose to do this then make sure that all

items are documented accordingly.(EMR/Paper chart and in IDX) the patient is EMR but

pre-load is to be done. Once the patient has a scheduled appointment the chart will be

preloaded at that time.

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36 ©2011 HealthPoint Medical Group and Practice Partner System

Lesson Seven: Scanning

The purpose of the chapter is to understand how to scan documents using Zoom.

Objectives

By the completion of this chapter, you will be able to:

Scan documents and place them into the correct categories in the patients chart.

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37 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Zoom

Zoom allows you to scan your images directly into Practice Partner via the TWAIN

interface, or directly select pre-scanned or any other viewable files. Once in the Zoom

interface, these files can be linked to a note in any part of the patient’s chart and sent to

a provider for review. You can also add text or comments to the note. The links appear

in the note as a permanent hyperlink otherwise known as a PLINK. Unlike the LINK

label marker, permanent hyperlinks are not removed when you save notes.

Setting up scanning devices for Practice Partner Zoom

1. Log into Practice Partner Zoom

2. From the scanner, Fujitsu Model, click on the scan button. A screen will display

giving you the option to select a program to open the scanner. Select Microsoft

Scanner and Wizard.

3. Check the box that states “always use this program”, then click OK.

4. A new screen will display Welcome to Scanner and Camera Wizard. Click

the Next button on the bottom of the screen.

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5. From the Scanner and Camera Wizard, choose the Black and white

pictures radio button then, click Next.

6. On the first box type the name of the file you want to create (ie: Groupcast

account number/type of document) for this group of documents that you

are scanning.

7. Under Select a file format, click on the drop down arrow choose TIF.

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8. Under Chose a place to save this group of picture, click on Browse. Go to

Computer/P: drive/Scanning/Site Folder Name/User Name, and then

click Next. (ie: P:/Scanning/ApolloBeach/April) should display, click Next.

9. From the Scanning and Camera Wizard, leave the default radio button set to

‘Nothing I’m finished working with these pictures’ and then click Next. Your

document will scan at this time.

10. Continued as normal when indexing patient information from Zoom

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To scan:

To access Zoom, select the Scan option from the Task menu. This displays the

Practice Partner Zoom screen.

Verify your personal folder is attached if it is not then you must attach your folder to

each computer you use.

From Zoom go to File on the Menu bar go down to Configuration

Click on the Folders & Files tab

Under Default Scan Settings click on the Browse button

Go to Computer and the Share Drive (P:)

Locate the Scanning folder and then locate your sites folded I.e. Hampton Lakes

Under each sites folder each user will have their own folder, if the user is a PSA

then there will be PSA 1 and PSA 2 folders that can be attached.

Select the appropriate folder and click it

The folder will default to the Scan Folder box

Under File Prefix highlight the information and delete it

Under Loaded File Handling click on the Archive loaded file radio button

Go to Archive Folder and click the Browse button

Go to Computer and the Share Drive (P:)

Locate the Scanning folder and then locate your sites folded I.e. Hampton Lakes

Under each sites folder each user will have their own folder, if the user is a PSA

then there will be PSA 1 and PSA 2 folders that can be attached

Click on the folder and select the Archive folder that has been created, this will

drop the archive folder in the Archive Folder box

Under Archive Prefix highlight the information displayed and delete it

Click OK when finished, this will attach your folders to the computer in use

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Next click the Scan button on your scanning machine, the document will scan

through.

The Practice Partner Zoom screen is broken down into 4 sections, which include

File, Image(s), Document tabs, and Note.

To select your documents from a folder:

Click the Browse button to open the Browse for Folder screen. Navigate to

the folder where your documents are stored. Select the folder and click OK. The

selected folder will be displayed in the Folder field.

To select your documents from a file:

Click the Browse button to open the Choose File screen. Navigate to the file

you wish to link.

Select the file and click Open. The selected file will be displayed in the File field.

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If there are multiple files in the folder, you can use the up and down arrows located in

the File field to scroll through the files/documents. Each of the selected

files/documents will be displayed in the Image(s) section of the screen.

Important: The system does not allow you to scan a batch of documents at one time

then sort them individual.

If you are scanning with a desktop scanner (the small scanners) and need to rotate your

document you can manually rotate your document in the browse section of Zoom.

Highlight the scanned document and right click.

Select Edit this will open the document.

Click on Image on the menu bar.

Select Flip/Rotate chose the correct rotations for your document.

Once you have selected your document(s), you can select where you want to attach the

document(s).

Chart Note: Click this tab to link files to a note in any part of the patient’s chart.

Patient Photo: Click this tab to link a patient photo to the Patient screen.

Patient Attachment: Click this tab to attach file(s) to the Patient screen.

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NOTE

Insurance Card in the Title field please put Year and then Insurance Card. Example: 2011 Insurance Card

Carrier Attachment: Click this tab to attach file(s) to Carrier Maintenance.

If you are linking files to the patient's chart pay attention to the or next to each

section.

To select a patient type the patients ID in the ID field, or click Lookup.

NOTE

Before indexing the scanned document into the patients records verify you have the correct document. Verify the patient’s name on the document to the patient you have selected on the Lookup button. This will help eliminate scanned documents indexed in the wrong patients chart.

Under the Note section, click the drop down arrow and select the category you

wish to display the scanned document in.

NOTE

Verify you have the correct category before indexing the document into the patient’s record. This will help eliminate scanned documents indexed in the wrong chart tab.

Select the Date of the scanned document not the day you scanned it.

Under Title select the title from the drop down arrow, add the prefix PL for Pre-

load. This will allow the provider to determine which scanned documents are

pre-loaded documents. If there is no title in the drop down arrow box to chose

from type PL - and create a title. You must have a title in order to move on.

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Select Provider.

Once all items have been selected the Red will display to a Green .

If you want to add additional notation, type in the Note Text.

Click the Save button when finished.

Under the Image(s) you can zoom the image, move from page to page.

When finish click the Close button to take you out of Zoom.

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45 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Scanning Confidential Documents:

If confidential lab results come back such as HIV or any STD the user will scan the

confidential result into the Level II tab. If there are also other results attached the user

will then black out the confidential results using a black sharpie and scan the results to

the Lab Miscellaneous section through Zoom.

Important:

If you scanned a document into the wrong patient’s chart or wrong chart tab, contact

your Site Manager or Practice Manager to correct the issue.

To delete a scanned document from a patients chart:

NOTE

Site Managers and Practice Managers do not have access to delete from the Progress Note tab, if a document has been scanned incorrectly to the progress note tab you must contact help desk for removal.

This can only be done by Site Managers and Practice Managers.

Open the correct patient’s records.

Select the tab that the incorrect scanned document resides in.

Verify the document is the correct document you want to delete, once you delete

the scanned document there is no way to retrieve the document back.

Go to Edit on the Menu bar.

Click on the Delete Note, the system will ask to confirm delete click OK.

This will remove the scanned document from the tab.

The site manager or practice manager will notify the staff member who scanned

the wrong document to rescan the document back into the correct record or chart

tab.

Page 46: Practice Partner EMR

Pre-Load and Scanning Manual

46 ©2011 HealthPoint Medical Group and Practice Partner System

NOTE

Please see scanning matrix for items to be pre-loaded. Items will be highlighted in in gray and bolded.

Document Type Tabs to

scan into

Preload Comments

Radiology Radiology Y Last mammogram, colonoscopy, X-Ray etc

.

EKG EKG Y Last EKG

Level II Level II Y Physical Questionnaire Level II – highly confidential

Biographic Data Patient

Attachment

Living will, custody, consent (non-clinical) HIPAA, INS Card.

Advance Directives Advance

Directives

Y Last updated Advance Directives

Preventive Health Preventive

Health

Y Growth Chart / Immunization Records

The provider can chose up to 10 items/max 20 pages to be scanned into the

patients chart. The office will have access to the paper chart for 3 visits or 18

months (whichever comes first) before the chart is stored off site.

NOTE

If the document in the patient’s chart is found unsigned then the unsigned document needs to be brought to the site manager’s attention. The site manager will share with the appropriate provider for the provider to review and sign. Once the document has been signed the document will be given back to the pre-loader to scan in the patient’s record in EMR using the PL prefix in the title. No document will be scanned until the provider has reviewed and signed it.

NOTE

If a provider chooses lab results to be pre-loaded manually add PL-QC performed by and the name of the person who performed the test. This is only for in-house labs, out source labs you would add PL - performed by. Example: PL- Labcorp KJ This will also inform the provider these lab results entered were pre-loaded results.

Page 47: Practice Partner EMR

Pre-Load and Scanning Manual

47 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Pre-load stamps

Each office starting pre-load will need to order the pre-load stamp. This stamp will

allow you to track the progress of the chart during pre-load. See below:

As each item has been completed a date will need to be displayed. For every time the

chart has been pulled a date will need to be entered.

When the chart is fully completed a date will need to be displayed and the chart will be

stored off site.

Page 48: Practice Partner EMR

Pre-Load and Scanning Manual

48 ©2011 HealthPoint Medical Group and Practice Partner System

Appendix: Valid Prescription Take Drop Down List

Aer | Aerosol Film | Film

Aer Powd | Aerosol Powder Flakes | Flakes

Aer Sol | Aerosol Solution Foam | Foam

Aer Spr | Aerosol Spray Fm w/app | Foam with applicator

Aer w/ad | Aerosol with adapter Garg | Gargle

Bar | Bar Gel | Gel

Subl Tab | Buccal or Sublingual Tablet Gel soln | Gel forming solution

Cap | Capsule Gel w/app | Gel with applicator

Cap Unsp | Capsule Unspecified Gran | Granule

Chew | Chewable Tablet Gran recon | Granule for reconstitution

Chew Bar | Chewable (candy) Bar GTT | Drops

Chew Tab | Chewable Tablet GTTS | Drops

Chew Gum | Chewing Gum Gum | Gum

Comb Form | Combination Forms HHN | Nebulize Solution

Conc | Concentrate Imp | Implant

Contr Dev | Contraceptive Devices Impl | Implant

Contr Spg | Contraceptive Sponge INH | Inhalant

Crm w/app | Cream with applicator Inh Ref | Inhalant (Refill Canister Only)

Crm | Cream INJ | Injection

Crystal | Crystal INJ IM | Injection

Dent Rns | Dental Mouth Rinse INJ IV | Injection

Dent Prod | Dental Product INJ ML | Injection

Dev | Devices INJ SQ | Injection

Dosepak | Dosepak Inj Ly Pwd | Injectable Lyophilized

Powder

Douche | Douche Inj Unsp | Injectable Unspecified

Drsg | Dressing or Bandage Insert | Insert

Band | Dressing or Bandage Int Pwd | Internal Powder

Drop | Drops Irr | Irrigant

Elix | Elixir Kit | Kit

Emul | Emulsion Leaves | Leaves

Enema | Enema Liq | Liquid

EC Cap | Enteric Coated Capsule Lollipop | Lollipop

EC Tab | Enteric Coated Tablet Lotion | Lotion

Ext Crm | External Cream Loz | Lozenge

Ext Liq | External Liquid Loz or Tr | Lozenge or Troche

Ext Oint | External Ointment ml susp | Suspension

Ext Pwd | External Powder ml sol | Solution

Extract | Extract Nasal | Nasal

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49 ©2011 HealthPoint Medical Group and McKesson Practice Partner

Neb Sol | Nebulize Solution SR Tab | Sustained Release Tablet

Oil | Oil SR Tabs | Sustained Release Tablet

Oint | Ointment Swabs | Swabs

Oint w/app | Ointment w/applicator Syp | Syrup

Oph Liq Co | Ophthalmic Liquid

(Compliance Cap) Tab | Tablet

Oph Liq | Ophthalmic Liquid TAB PV | Vaginal Tablet

Oph/Otic | Ophthalmic or Otic Tab D Sup | Tablet Day Supply

Oral | Oral Tab Unsp | Tablet Unspecified

Otic | Otic Tampon | Tampon

Pad | Pad Tape | Tape

Paste | Paste Tar | Tar

Patch | Patch or Disc Test | Test

Patch/Disc | Patch or Disc Test Kits | Test Kits

Ped Liq | Pediatric Liquid Thr Spray | Throat Spray and Swabs

Pellet | Pellet Thr Spr | Throat Spray and Swabs

Pwd | Powder Tinc | Tincture

Pwd Eff | Powder Effervescent Troche | Troche

Inj Pwd | Powder for injection TSP Sus | Suspension

Pwd rec | Powder for reconstitution Ur Supp | Urethral Suppository

PUFF | Inhalant Vag Crm | Vaginal Cream

Rect Crm | Rectal Cream or Ointment Vag Fm | Vaginal Foam

Rect Oint | Rectal Cream or Ointment Vag Oint | Vaginal Ointment

Rect Supp | Rectal Suppository Vag Supp | Vaginal Suppository

Ring | Ring Vag Tab | Vaginal Tablet

Shampoo | Shampoo Wafer | Wafer

Soap | Soap Wax | Wax

Sol Tab | Soluable Tablet

Sol | Solution

Spirit | Spirit

Sponge | Sponge

Spray | Spray

Stick | Stick

Strip | Strip

Sup | Suppository(ies)

Sus | Suspension

SR Cap | Sustained Release Capsule

SR Inj | Sustained Release Injection