2015 user conference contact management in op 14 april 23rd, 2015 april 24th, 2015 presented by: jen...
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2015 User Conference
Contact Management in OP 14April 23rd, 2015April 24th, 2015
Presented by:
Jen NovakovichPM/EHR Trainer
EHR Session
2015 Office Practicum User Conference
Objectives
❏ Merging duplicate Contacts
❏ Update and Identify Contacts in OP
❏ Add additional Contact roles/reasons
❏ Identify where in OP Contacts are utilized
❏ Review how family is defined in OP
2015 Office Practicum User Conference
Survey
Have You Upgraded to OP 14?
❏ Yes
❏ No
2015 Office Practicum User Conference
Merging Contacts
Does your office have duplicate contacts in your system?
2015 Office Practicum User Conference
Merging Contacts
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Patient Contacts
Where do we start?
Registration:
Obtaining EVERY patient’s Contact information is crucial. Also, obtaining correct Contact information is valuable for all aspects of Office Practicum and it all starts with your front desk.
2015 Office Practicum User Conference
Patient Contacts
2015 Office Practicum User Conference
Reconciling Contact Manager
Preventing Duplicates:
❏ Use the Add button
❏ Displays Contacts with same or similar last name
❏ Search if Contact has different last name
❏ Click Green Plus Sign or say Yes to pop up to create new contact
2015 Office Practicum User Conference
Adding Contacts
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Reconciling Contact Manager
Adding Roles:Utilities > Manage Codes> Coded Values
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Sorting Contacts
2015 Office Practicum User Conference
Sorting Contacts
2015 Office Practicum User Conference
Sorting Contacts
The Results
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Inactivating a Contact
2015 Office Practicum User Conference
Inactivating a Contact
The Results
FYI:
To “Re-Activate” a Contact you simply remove the End Date
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Removing a Contact
2015 Office Practicum User Conference
Removing a Contact
The Results
By removing your contact it is gone for good.
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Contacts and the Patient Portal
2015 Office Practicum User Conference
Contacts and Meaningful Use
2015 Office Practicum User Conference
How is a Family defined in OP?
2015 Office Practicum User Conference
How is a Family defined in OP?
Social Family:
People whom you live with/interact with
Register Contacts
2015 Office Practicum User Conference
How is a Family defined in OP?
Financial Family:
People who are financially responsible for you
Insurance Guarantor
2015 Office Practicum User Conference
How is a Family defined in OP?
Genetic Family:
People with which you share genes
Register Contacts Role Family History
2015 Office Practicum User Conference
Documenting Genetic Parents for New Patients❏ If you permit, front desk may be making this initial
decision, but be sure they understand the implications
❏ You can always fix it when you pull up the family history
❏ Exception: This question is not asked when adoption is already documented on perinatal history
2015 Office Practicum User Conference
Let’s Try It!
2015 Office Practicum User Conference
Pre-update History Checklist:
Patient Register:
❏ Review contacts to ensure correct relationships
❏ Confirm Resides With is correct for all Contacts
❏ Select Guarantors for each sibling on Insurance Tab
❏ Merge duplicate Contacts
Haven’t update to OP 14 yet? Here are some things you can do in preparation:
2015 Office Practicum User Conference
Questions?
2015 Office Practicum User Conference
We want your feedback!