The icon
now displays next to a patient's name
on the schedule if he or she has previously declined enrollment
in Patient Gateway.The icon
is now used
to indicate if the patient has a form with patient entered
data sent as requested by the currently selected practice.
Previously, the icon was used if the patient had a form sent
in response to a request by any practice.When batch printing reports from the Schedule, you can now sort by time of the appointment. The date and time are also included in the top left corner of visit forms. These changes are especially useful to practices who need to organize batches of printed previsit forms to be handed to patients before their appointments.
You can now send custom forms (such as previsit forms) on demand to patients on the schedule. Previously, forms could not be sent out on demand.
To make it easier for LMR providers to identify compounded medications, a text indicator ("Compounded med") is added to several screens in the Medications module. Inpatient compounded medications cannot typically be ordered in the ambulatory setting. Screens changed to include this indicator are: medication search, active and inactive medication list, Add form, and the clinical reconcile module. The indicator does not display on any reports or prescriptions (printed, eRx, or fax).
To meet Meaningful use and certification requirements, drug utilization alerts (such as for medication alternates) now include the icon
. Clicking this
icon displays information about the source of the alert being
triggered within the patient's record.The form for adding and editing medications has been enhanced to include a check box for "Patient Understands."
The list of medications that displays after clicking the Reconcile button has been updated to include an option to view “By Reconciliation Date.” This option allows you to sort medications by last updated date to make it easier for you to see medications that may need to be reviewed. Additionally, for practices that are set up in the ADO system as PCMH locations, a check box to attest that the list is complete has been added to the bottom of the list.
To make it easier to reconcile medications from external documents (such as a CCDAs) with medications from the LMR, medications are now grouped by medication class. This applies only when an external document has been received for the patient. For additional information, see Reconciling Medications Reported in External Documents.
The Reconciliation module has been enhanced to include additional text in the attestation statement displayed when you certify the Medication list to be complete. The revised wording states, "I certify the Medication List (including prescription and non-prescription medications) is complete to the best of my knowledge."
To make it easier to reconcile medications from external documents (such as a CCDAs) with medications from the LMR, medications are now grouped by medication class..
For MGH users only: upon selecting a problem to add to the patient's problem list, the LMR displays a button to show if a patient information video is available. You can click to order the video for the patient while entering the problem to the patient’s list. Previously, the video button did not display until the problem was saved to the Problem List.
You can now send custom forms (such as previsit forms) to patients on demand. See Sending Forms On Demand Using a Patient List and Sending Forms On Demand Using the Schedule for details. Doing so can help providers access specific populations of patients with health questionnaires between visits.
Custom forms are now sent out to all PG patients, when applicable. Previously, forms were only sent to PG patients who included a provider from the practice in their Provider List in PG.
You can now limit the sending of forms to patients with visits with specific providers. Previously, configuration parameters only allowed you to limit sending forms by age, gender, and problem subset.
You can now send up to two reminders to patients who do not respond after being sent a custom form.
The Patient Information section for custom forms now includes fields for Preferred Language and PG Indicator (identifying whether the patient has a Patient Gateway account).
Practices can now specify that entries suppressed on a patient’s Visit Summary Report be suppressed on future Visit Summary Reports for that patient, either manually created or auto-generated. A check box for “Carry Forward” is added to the Custom Visit Summary screen.
- Contact your LMR support analyst for details on enabling this feature.
- Entries are only suppressed for Visit Summary Reports for patients with appointments for that same provider. Entries are not suppressed for visits that patient has with other providers.
- Only applies to entries suppressed by the provider when manually generating the Visit Summary Report (via the Reports > Visit Summary Report module). If the provider has not previously suppressed entries, none are suppressed.
- Does not apply if the provider has elected to override the practice setting. The provider can elect not to carry forward previous entries that he or she has suppressed by clicking to deselect the VSR Carry Forward option (available via Custom Preferences).
Entries that you suppress for a previous report for a patient can suppressed on visit summary reports for future visits. Practices can select this option for all providers using the Carry Forward check box in the Custom Visit Forms module (using the Visit Summary filter). If this option is selected for your practice and you do not want to continue to suppress entries you’ve suppressed on previous reports, you can override the practice default using the Custom Preferences module. See Setting Your Preferences for details.
This new module from the Admin menu
helps practices manage the process of working with patient entered
data from patients. Currently, practices need to scroll through
daily schedules to see if any patients have an icon indicating
that patient entered data is available. Doing so is not only time
consuming, but does not account for patients who have submitted
forms with patient entered data without a scheduled visit. Two
new reports can be generated from this module:
Outstanding Forms – For a selected time frame, indicates all patients for your practice who have submitted forms (with patient entered data) that have not been processed as “Done.”
Summary Reports – For a selected time frame, indicates the total number of forms sent out by the practice, the number received by patients, and the number that are outstanding.
See Generating Form Reports for details.
The Patient Entered Data module now includes filter tabs for Practice Forms and All Forms. The default is Practice Forms, showing only patient entered data requested by the currently selected practice. Clicking All Forms allows you to display patient entered data requested by any practice. Previously, the module displayed forms from all practices and could not be filtered, making it more difficult for practices to track and resolve forms for their location.
The module now includes entries for depression screening when indicated by patients (applies to a limited number of practices). If accepted, this information updates Health Monitoring record data for this patient.
You can now print reports in batch for patients on any patient list, including all standard and custom reports available from the Schedule module. Previously, only a subset of standard reports could be printed from the My Patient List module, and these could only be printed one at a time. Options for View and Batch Print display at the top of the main screen. This allows practices who do not have a schedule interface to the LMR to quickly generate reports for lists of patients. For details, click here.
The Home Page has been enhanced to allow you to add a module for the Referral Manager. See Customizing Your Home Page for details on adding sections.
The Referral Management module can now be added to the Home Page. For details, see Customize Your Home Page.
The Webshell icon
(indicating
referrals) has been enhanced. It now displays in the upper
right corner only if the logged on user is either an MD or
Admin role with referrals at certain
steps in the referral workflow. The numbers to the left
of the icon to indicate the quantity of each type, if applicable.
Moving the cursor over the icon displays details.You can now limit your list of referrals using a new Filter button.
A new tab for “My Tasks” has been added. This tab is now the default view when navigating to the module. Initially, the My Tasks tab displays the same list of referrals as the In Progress tab. However, you can use the Filter button to limit your list to only referrals at a specific status (with specific Next Steps, defined by you). For details, see Filtering Your List Using the My Tasks tab.
You can now attach notes to an existing referral directly from the main Referral Management view. Clicking the ... displays the Select Note to Attach screen. Previously, you could only attach notes from the Referral Actions section when viewing the details of a referral.
You can now use custom paragraphs to save time when entering text for referrals. Add custom paragraphs to any text box by typing a “.” followed by the custom paragraph name (using “dot macro” syntax). For example, if you had a custom paragraph called “myText”, you could add the text from that paragraph to any referral text box by typing “.myText” where you want that text to appear. You must first create the custom paragraph and assign it to the Referrals module using the Move To Module drop-down list. See Creating Custom Paragraphs for details.
You can now indicate that a patient needs an interpreter when creating or updating a referral. A “Need Interpreter” check box is added to the Instructions section.
Reports can now be run by clicking the Reports button from the main Referral Management screen or by selecting Referral Reports from the Admin menu. These reports cannot be printed. For details, click here.
This new option from the Admin menu (or from the Reports button in Referral Management) allows authorized users to generate a variety of reports to monitor how well practices are following up referrals documented in the LMR. Reports are generated based on the location of the logged on user. These reports cannot be printed. For a brief description of each report, click here.
Overdue Referral – Lists overdue referrals for a selected provider or all providers at the practice.
Overall Metrics – Reports general compliance to the referral workflow as documented in the LMR.
Detailed Metrics – Includes compliance as noted above, with a breakdown for each provider.
Overall Task Time – Reports the number of days to complete workflow tasks for referrals as documented in the LMR.
Detailed Task Time – Includes number of days to complete tasks, with a breakdown for each referral.
Distribution by Specialty - Includes the number of referrals for each specialty.
Custom paragraphs can now be used with the EOV and Referral Management modules. To do so, be sure the custom paragraph is assigned to the desired module (either EOV or Referrals) using the Move To Module drop-down list. To apply a custom paragraph to any comment or text box, type a “.” followed by the custom paragraph name (using “dot macro” syntax). For example, if you had a custom paragraph called “myText”, you could add the text from that paragraph by typing “.myText” where you want that text to appear.
The General section may now include a new preference “VSR Carry Forward.” This only displays if your practice has elected to carry forward the suppression of entries on the Visit Summary Reports for visits with that same provider and patient. Click to clear this check box to indicate that you do not wish to suppress entries that you’ve previously suppressed on past Visit Summary Reports.
The EOV section has been updated as follows:
The EOV Print section includes a new option for “Last Selected.” This option instructs the LMR to “remember” whatever print option you previously selected. For example, if you previously printed forms after signing, that is what it attempts to do the next time you enter an EOV order and sign for it. Or if you wish to always default to the same print option no matter if you change it for a single encounter, leave the option you currently have selected.
The EOV Default tab option has been updated to include the check box “Automatically load default template when Templates tab is clicked.” This check box only displays when the default tab option is Past Patient Data, Favorites, or Last active tab. This can help save time when moving between data entry tabs and your default template when adding patient orders.
A new Quick Search preference has been added to allow you to customize your searches of diagnoses and orders. Currently, the quick search box (in the lower left corner) searches for entries based on your entire exact search criteria. However, if you wanted to search based on matches with any of your search criteria, click the option for “Any of the words.”
The icon
displays in the upper right corner of the Webshell to indicate
if you have orders requiring authentication. Applies to providers
only. Click the icon to move to the Provider Authentication
tab of the EOV Desktop module.
Note: If you do not wish to see this icon in the Webshell, you can suppress it using the option "Do Not Show Shell Icons" listed in the General section of Custom Preferences. For details, click here.
The icon
now
appears on additional EOV screens to help you build your list
of favorites. The icon is now available on the Additional
Information screen, the Set Batch Frequency screen, as well
as within the Diagnosis search results after clicking a problem
on the Past Patient Data tab. This should help you save time
when entering favorites and orders.You can now use custom paragraphs to save time when entering text in EOV. Add custom paragraphs to any comment or text box by typing a “.” followed by the custom paragraph name (using “dot macro” syntax). For example, if you had a custom paragraph called “myText”, you could add the text from that paragraph to any EOV comment or text box by typing “.myText” where you want that text to appear. You must first create the custom paragraph and assign it to the EOV module using the Move To Module drop-down list.
A new button OK, Validate, & Sign displays at the bottom of the Shopping Cart. Clicking this button allows you to move immediately to the Sign screen if validation passes for your entered orders and there are no suggested problem list entries.
The Orders view now includes a filter tab for All. This option allows you to see all orders for the selected patient, similar to clicking All to view all encounters for the patient. Previously, orders from other locations were hidden from the list. Note that you can only add, edit, delete, and reconcile orders for your current location.
A History button now displays at the bottom of the Shopping Cart. It allows you to display history for the selected encounter in a pop-up window. Previously, history for an encounter could only be displayed from the main EOV screen.
You can now suppress the Finalize button from being displayed in EOV. Doing so can prevent Active orders from being improperly locked to further updates. In order to user this feature, your practice must be configured in the ADO system (new LEFB field must be set to No). Contact your support analyst for details.
The steps for setting your default forms have been changed. A new button Forms Default replaces buttons for Save As Default My Selection and Save As Default Practice Selection on the forms selector screen (displayed when you click Select Forms). The EOV Desktop also includes the new button Forms Default. Instead of saving your settings on the forms selector screen as your default (either for your practice or for your personal list), clicking Forms Default displays a new screen for making your selections. For details, click here.
Authorized users (such as practice managers) can now delete entries saved as Practice Favorites.
The LMR now checks to be sure you are logged into the correct location before allowing access to the New Entry or View/Edit screen for an immunization. You can no longer be logged in at the practice level if any subsets for that practice are live with MIIS (Mass Immunization Information System). The LMR displays the message, "Please change your location to a SUBSET in your practice in order to continue. This is required in order to transmit immunizations to the Massachusetts Immunizations Information System (MIIS)."
To comply with regulations for indicating patient consent for sharing immunization information, wording has been changed in the module. The button to indicate consent has been labeled MDPH MIIS Info (was MA DPH Info). The field to indicate consent has been labeled as "Data sharing with all MIIS providers" (was "Available to all MIIS providers").
The Oncology Staging/Treatment Plan has been updated to allow you to indicate the frequency associated with a duration of a chemotherapy medication.
All Patient Gateway users must re-enroll to use enhanced security features. A new login process provides a step-by-step method for your patients to complete this process. Additional support is available to patients, as needed.
The Accounts page has been modified to use new security features. Patients can now update the username and password associated with their Patient Gateway account.
A new menu option for "Partners Healthcare HOPE" is added to the Resources menu. Clicking this link allows you to access the HOPE (Brigham Health Online for Patient Enrichment) website. This website allows you to connect with BWH researchers and their study protocols. It will also provide access to libraries of relevant patient educational materials. You may also be invited to complete surveys or consider participating in research studies.
Authorized users are now prompted for a reason when removing a Patient Gateway account.
The Create New PG Account screen now displays an indication if the patient has declined enrollment.
Important: Although the PG Create/Manage
screen still displays a field for updating the patient's email
address, doing so should be avoided. Changing a patient's email
address on this screen updates only the address used for sending
PG reminders. To avoid confusion, recommend that the patient change
his or her own email address using the Account Self Service option
(from the Accounts page) in Patient Gateway.
You can now select order categories before running the Outstanding Orders Report.