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!