Working with Data from Custom Visit Forms

For updates to patient information, use your existing workflow to request changes to the registration system.

For updates to the Upcoming Visit section, no processing is needed. This information is saved as part of the report.

For updates to Allergies, Problems, and Procedures, options can include Accept, Inactivate, Add New, and Change. Click Accept to leave the entry as is. This option displays if the patient responded that the entry is correct. Click Inactive to remove an entry from the active list. This option displays if the patient responded that the entry is incorrect. Click Add New to go to the Add New screen to manually enter new entries. This option displays if the patient entered a new item to the list. Click Change to go to the Edit screen to manually update this entry.

Note: If the LMR detects that this entry has been modified since this form was submitted, the only available option is Change.

For updates to Medications, options can include Accept, Add New, and Change.

Click Accept to update the reconciliation status for the entry according to the patient's response. For example, if the patient indicated that he or she was taking the medication as listed, clicking Accept updates the status to "Reconciled." If the patient indicates that he or she is not taking the medication, clicking Accept updates the status to "Not taking." Clicking Accept also renews the medication, if requested.

Click Add New to go to the Add New screen to manually enter new entries. This option displays if the patient entered a new item to the list.

Click Change if the patient indicated that he or she is not taking the medication or taking it differently than listed and you want to update the medication list (rather than just update the reconciliation status). Then, manually update the medication to either discontinue it or update it using standard LMR processing.

Note:

• If the LMR detects that this entry has been modified since this form was submitted, the only available option is Change.

• If the patient indicated any supplies that need to be added, changed, or renewed, you must manually update the list of nonmedications using standard LMR processing.

For updates to Health Monitoring, options can include Accept and Change. Clicking Accept adds the patient's data to the appropriate entry in the Health Monitoring module.

Note: If the LMR detects that this entry has been modified since this form was submitted, the only available option is Change.

For updates to Family History, the Accept button allows you to include all data for the associated family member with a single click.  If you only want to accept selected information, you need to use the Change button and manually enter each individual entry you wish to include.

Note: If the LMR detects that this entry has been modified since this form was submitted, the only available option is Change.

For updates to the other sections, no processing is needed. This information is saved as part of the report.