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This article seeks to guide you through these updates and what you'll need to do after you update to MP Build 14.5.5 or Build 15.5.1+. If you'd like some more general information on the CURES Act, click this link instead.
We'll first start by reviewing the areas impacted and how to update a template so you can re-save these templates and use them going forward. We'll walk through the changes that this update brings. Whether you primarily use the EMR/EDR Ability or the EHR Ability, we'll include instructions on how to update those specific types of templates.
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IMPORTANT NOTE: When you update to Build 14.5.5 or 15.5.1+ of MacPractice, you will also need to update your RefCon. You can do this by using the "Update Codes" option in the MacPractice Menu: |
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| Table of Contents |
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EDR/EMR Templates
There are two steps to updating an EMR/EDR Template. First, you'll need to codify the Template itself, and then you'll need to ensure the Template contains all the sections required. We'll first start with assigning a LOINC code to a template.
Codifying the EMR/EDR Template
First, you'll need to select the Template you wish to update. These are typically stowed in your pink folders in the sidebar.
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If you click this red triangle, you'll be presented with a list of sections that are required to be in this before the Template can be used to generate forms for patients. The name and the corresponding LOINC codes will be shown. We'll use this information when codifying the Sections.
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Codifying the EMR/EDR Sections
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Once you've tied a LOINC code to a Template, you can then start tying your Form Sections that aren't already Codified with LOINC codes. You'll simply select the Form Section, and using the same Codify button and Codified Desc field to select a LOINC code for this Section.
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Once your Templates have been updated, on locked EMR forms, you'll see a new button, "View Clinical Note", that will allow you to review the codified narrative. Only narrative data from codified sections should be included in this generated document, with the exception of Pathology Study and Laboratory Reports. For these two document types, the entire form narrative will be included.
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EHR Templates
There are two steps to updating an EHR Template. First, you'll need to codify the Template itself, and then you will need to ensure the Template contains all the sections required. We'll first start with assigning a LOINC code to a Template.
Codifying the EHR Template
When you first navigate to the EHR Ability and select a Template, you'll notice a new field and button, the Codify button and the Codified Description field that you can't directly edit:
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If you click this red triangle, you'll be presented with a list of sections that are required to be in this before the Template can be used to generate forms for patients. The name and the corresponding LOINC codes will be shown. We'll use this information when codifying the Sections.
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Codifying the EHR Sections
Next, you'll need to ensure all Custom Sections(Not a Preconfigured Section) in a Template have a LOINC code assigned to identify them in the same way that we needed to link a LOINC code to the Template itself.
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You can print from here if desired, but you'll primarily use the Clinical Ability to handle exporting CCDAs as needed.
Generated Clinical Documents Manager
We've added a new Manager in the Clinical Ability; the Generated Clinical Documents Manager. The Generated Clinical Documents Manager can be used to print, export, or send documents to a referral.
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At the top left of the table, you'll note the Export and Print buttons. The Print button will allow you to print a copy of the document in question, while the Export Button, when clicked, will reveal options to either Export to File or to Send to Referral.
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Sending a Document to a Referral
When selecting Send to Referral, you'll need to select a Referral that's been added to the Patients Ability > Patient Tab > Referrals tab. The Referral's Category must be set to "Transition To". You can also create a new Transition To Referral from the pop-up.
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