Reconciling Medications, Problems, and Allergies

A “Document to Reconcile” link and banner displays at the top of the Medication, Problem, and Allergy main screen if both of the following are true:

• External documents (such as CCDAs) have been received within the past 180 days.

• At least one external document includes a section that has not been certified as complete for the associated module (Medications, Problems, or Allergies).

To reconcile the LMR list to the list in any external document, do the following:

1.   If you haven’t already, select the patient, go to the associated LMR module, and click Document to Reconcile. The LMR displays a list of all external documents received within the past 365 days. The right side of the screen includes links for Medications, Problems, and Allergies sections for each document. Links display in bold if the associated section has not yet been certified as complete.

2.   In the column on the right, labeled “Sections to Reconcile,” click the module you want to reconcile. The LMR displays a split screen, with entries from the associated LMR list on the left and the list from the external document you selected on the right.

3.   Work with entries from the LMR list as follows:

• To verify entries, click Verify. For details, click here.

  Doing so updates the Last Updated Date for the entry on the main LMR list screen for the module (Medications, Problems, or Allergies). To verify all entries at once, click the check box in the header.

• To remove entries, click either D/C for medications or Inactive for problems and allergies. For details, click here.

  For medications, you must indicate the reason for discontinuing. For all, you need to click Ok and Sign to complete this update.

4.   Work with entries from the external document as follows:

• To add entries from the document, click Add. For details, click here.

  The LMR populates the associated Add New lookup field with the name of this entry. Other parts of the entry (route, dose, form for medications; reaction, severity for allergies; and so on) are not included in the search, but can be viewed at all times in a section at the top of the screen. Search for and add the entry using standard LMR procedures. You need to click Ok and Sign to complete this update.

• To indicate that you will not be adding an entry, click Don’t Add. For details, click here.

  Doing so changes the text color of the entry to gray as a visual cue. This change is not saved beyond this LMR session (that is, the next time you access this external document, the text color will be as originally displayed).

5.   If you are done making updates, click the check box, “I certify that the LMR (Medication, Problem, or Allergy) List is complete to the best of my knowledge.”

6.   Click Ok (ALT+O).