Transcript The Practice Workflow Overview

UNDERSTANDING
PRACTICE WORKFLOW
USING ELECTRONIC MEDICAL RECORDS
SETTING UP FOR PRACTICE WORKFLOW TOOL
(TERMINAL SERVER LOGIN)
Terminal Server Login
1. You will need to access your Remote Desktop Connection:
A. For Windows Vista or Windows 7, click Start, click All Programs, click Accessories, and
then click Remote Desktop Connection.
B. For Windows XP, click Start, point to All Programs, point to Accessories, point to
Communications, and then click Remote Desktop Connection.
2. In the Remote Desktop window, for the ‘computer’, you will type ‘demo.emrapproved.com’ (without
the quotations) and press enter.
Username: emru
Password: emru
* enter your assigned login number where you see a red star
If you have any
difficulty setting
up your
workstation to
run the practice
tool, please call
EMRapproved at
(800) 671-1028
ext. #33
4. A certificate warning will pop up saying the computer you are using is not recognized by our server,
you will click ‘yes’ or ‘ok’ to connect anyway.
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
LOGIN TO BEGIN PRACTICE SESSION
(PART 1 – FRONT DESK TASKS)
Login to EMRapproved Practice Workflow Tool
1. Double-Click the Firefox icon on the desktop
2.
Username: 1501_frontdesk*
3.
Password: abcd1234
4.
Location: Lake Bluff
* enter your assigned login number
where you see a red star (numeric only)
ALSO: print and reference the
step-by-step PDF document with
workflow exercises sent along with
this presentation.
All PDF exercises will be referenced
in a box that looks like this.
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: WORKFLOW ELEMENTS
Front Office:
Clinical:
Back Office:
Scheduling
Intake
Claims/ Reporting
Check-in
Examination
Check-out
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: APPOINTMENT REQUESTS
(PRACTICE SESSIONS 1&2)
When a request is received for an office visit – the
electronic record is either accessed or created.
Requests may arrive via existing phone and receptionist
systems or utilizing patient portal or e-mail
communication available in many EMR/EHR solutions.
In most EMR’s you will begin by utilizing the calendar to
schedule the appointment
Practice Entering an EXISTING PATIENT:
Practice Exercise 1 - Step 1&2 (pdf p.1,2)
Scheduling
Check-In
Intake
Practice Entering a NEW PATIENT:
Practice Exercise 2 - Step 1&2 (pdf p.3,4)
Examination
Check-Out
Claims/
Reporting
OVERVIEW: PATIENT CHECK-IN
(PRACTICE SESSION 3)
When a patient arrives for their
scheduled appointment, collecting a
co-pay and verifying their insurance is a
step needed before the patient sees the
Doctor.
Most EMRs offer a real time insurance
verification. Meaning the software will
check online to validate current
insurance availability, coverage and
copayment amounts.
Practice PATIENT CHECK-IN:
Practice Exercise 3 (pdf p.5)
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
CHANGE LOGIN TO CONTINUE PRACTICE SESSION
(PART 2 – PRACTITIONER TASKS)
Change User Login
1. Logout as Frontdesk User
2. Login with Username: 1501_doctor*
2. Password: abcd1234
3. Location: Lake Bluff
* enter your assigned login number
(numeric only) where you see a red star
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: PATIENT INTAKE
(PRACTICE SESSIONS 4-5)
A Nurse/Medical Assistant will normally
handle any pre-examination.
This would include prior medical history
(for a new patient ) and any vitals taken
in preparation for the Doctors exam.
Practice Recording VITALS:
Practice Exercise 4 - steps 1&2 (pdf p.6,7)
Scheduling
Check-In
Intake
Practice Entering MEDICAL HISTORY:
Practice Exercise 5 (pdf p.8)
Examination
Check-Out
Claims/
Reporting
OVERVIEW: VISIT, PROGRESS NOTES AND CODING
(PRACTICE SESSIONS 6-8)
HPI (history of present illness) and ROS (review of
symptoms) and the physical exam are some of the
integral parts of the progress notes.
Adding in long term problems is important for future
reference or sending referrals.
Medical coding is also entered so that the appropriate
payment is received for each procedure and visit.
Practice Entering HPI and ROS:
Practice Exercise 6 (pdf p. 9)
Scheduling
Check-In
Intake
Practice Entering PROBLEMS:
Practice Exercise 7 (pdf p. 10)
Examination
Check-Out
Claims/
Reporting
OVERVIEW: MEDICATIONS AND E-PRESCRIBING
(PRACTICE SESSIONS 9-10)
Prescribing the correct medication for the patient is
critically important.
Using EMRs for allergy and conflicting medication
warnings helps protect patient safety and avoid
potentially dangerous errors.
Using the latest technology, e-prescribe features are
included with all EMR solutions.
Which means the practice will no longer call in or fax
prescriptions to the pharmacy's. It is all done with a
single click of a button
Practice ADDING MEDICATIONS:
Practice Exercise 9 (pdf p. 11)
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: SCHEDULING FOLLOW-UP APPOINTMENTS
The Doctor may request that the patient
come back for a follow-up visit.
The front desk will now access the EMR
to schedule this next appointment.
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: BILLING, CLAIMS, RECEIPTS
Most EMR solutions have an integrated
billing component, although
a practice may outsource many of the
billing and financial functions.
When the Doctor does their coding and then locks or submits the progress note, a claim
will be generated. The Biller/Practice Manager can review this claim, check the ICD or
CPT codes entered, and then send the claim off to their billing house. Most billing
houses integrate function with the EMRs to make filing claims more streamlined.
With or without a PM (Practice Management/Billing) component to the EMR; a patient
can obtain a receipt of payment from the EMR system.
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
OVERVIEW: REPORTING
Reports can be run and printed from within the
billing section of the EMR.
These reports can be customized for the unique
needs of each practice. Whether it be a daily,
monthly, or annual format. Itemized by cash
transactions or specific insurance company.
The options are numerous and flexible.
Reporting is also available in other areas of the
EMR.
Scheduling
Check-In
Intake
Examination
Check-Out
Claims/
Reporting
Congratulations! You have now completed your workflow practice session.
UNDERSTANDING
PRACTICE WORKFLOW
USING ELECTRONIC MEDICAL RECORDS