Contact Management in OP14 April 23rd, 2015
2015 User Conference Contact Management in OP 14 April 23rd, 2015 April 24th, 2015 Presented by: Jen Novakovich PM/EHR Trainer EHR Session 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 “ReActivate” 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 2015 Office Practicum User Conference Contacts How is a Family defined in OP? Financial Family: People who are financially responsible for you Insurance 2015 Office Practicum User Conference Guarantor How is a Family defined in OP? Genetic Family: People with which you share genes Register Contacts 2015 Office Practicum User Conference Role Family History 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: Haven’t update to OP 14 yet? Here are some things you can do in preparation: 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 2015 Office Practicum User Conference Questions ? 2015 Office Practicum User Conference We want your feedback! 2015 Office Practicum User Conference
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