clinical. financial. integrated

EMR Occurrence Reporting Enhancement

January 2015

Clinical. Financial. Integrated.

EMR Occurrence Reporting

Interactant Enhancements Summary EMR Occurrence Reporting

Table of ContentsEMR Occurrence Reporting Entry ... 3

Single Occurrence Type ... 3Account Type Selection ... 4Employee Account Type Entry ... 5Visitor Type Entry ... 6Other Account Type Entry ... 7Other Witnesses to the Occurrence ... 8Incident Reviewers ... 9Triggered Forms Print ... 10

EMR Occurrence Reporting Master Files ... 11Occurrence Category Maintenance ... 11Critical Incident Maintenance ... 11Category Triggered Forms by State and Facility ... 12Occurrence Answer Triggered Form Entry ... 13Occurrence Reviewer Maintenance ... 15Occurrence Witness Types ... 16

Updates and Patches ... 17

EMR Occurrence Reporting Back to Table of Contents

Single Occurrence Type

A new update combines occurrence categories and critical incident codes into a combined occur-rence category, which is displayed as critical or non-critical.

When selecting from the category code drop-down considered critical, it will be highlighted in red for easy identification. Critical incident code entry is no longer required and removed from occur-rence entry as shown below.

EMR Occurrence Reporting Entry



Account Type Selection

Internal indicators, which are used to denote inpatient, outpatient, or emergency room registration, controls which account types will be displayed in the account selection window.

All account types are checked when the initial window is displayed, and can be turned on/off to locate a patient.




Employee Account Type Entry

Two new fields, employee title and employee sex, have been added to employee occurrences.

The required entry of employee Social Security number and department has changed to system pref-erences. The organization will determine if this field is required during installation.




Visitor Type Entry

The fields, title and sex, have been added to visitor occurrences.



EMR Occurrence Reporting 7

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Other Account Type Entry

The required entry of name has changed to system preferences. The organization will determine if this field is required during installation.





Other Witnesses to the Occurrence

The field, other witnesses to the occurrence, has been added to each occurrence.

Each witness entry consists of a witness type, name, and title. Witness types are organizationally de-fined, allowing a coded classification. The number of witnesses is unlimited.





Incident Reviewers

The number of possible reviewers has been increased to eight.

The number and titles of each reviewer are organizationally defined during installation.





Triggered Forms Print

Users can now print individual triggered occurrence reporting forms.





Occurrence Category Maintenance

Category codes can be classified as critical or non-critical in the category code master file. Categories flagged as critical will display in red in the drop-down box.

EMR Occurrence Reporting Master Files


Critical Incident Maintenance

Critical incident code maintenance and listing have been removed from the occurrence maintenance page, as critical incident codes are now combined with category codes.



Category Triggered Forms by State and Facility

The triggering of forms has been expanded to allow for conditional forms, which are triggered by state or facility.

For example, your organization may have facilities in multiple states, and each state has its own incident form and data requirement. Now, two different incident forms can be created for each state. Conditional triggered forms can be used to trigger each state form based on defined rule.





Occurrence Answer Triggered Form Entry

An answer in occurrence forms can trigger an additional occurrence form to be completed.

Conditional form entry has been added to form response maintenance.





Occurrence Answer Triggered Form Entry

Selecting conditional forms will list current conditional entries, and allow the addition of new entries. Forms can be triggered by state or facility for as many entries per response as required.





Occurrence Reviewer Maintenance

Occurrence reviewer types limits the number of entries to match the number of reviewers defined by your organization. This value is organizationally defined during installation.





Occurrence Witness Types

A new field provides witness types.





In addition to the listed enhancements above, various patches and other system integration updates will be installed.

Updates and Patches


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