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Disclaimer This webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some state laws. This should not be used as legal advice. Itentive recognizes that there is not a “one size fits all” solution for the ideas expressed in this webinar; we invite you to follow up directly with us for more personalized information as it pertains to your specific practice and issues. Thank you, and enjoy the webinar.

NextGen UD2: Sneak Peek

Enhancements and Features to be Excited About!

ITENTIVE WEBINAR SERIES

Agenda

• When
• What
• Why
• Who
• How

The 5.8 UD2 expected release date is April 22nd 2015!

UD2 offers many enhancements and new features to benefit your clinical staff!

EHR Enhancements

• Medication Module
• Medical Summary Utility
• Allergy Module
• Quick View Documents
• Patient Registry
• Order Module/ Console
• Alerts
• Communication Component
• New Workflow Module

Medication Module

• Drug to Condition Interaction includes SNOMED

codes

• Mapping behind the scenes will prevent duplicate alerts if

the patient has both an ICD code and the equivalent SNOMED code

• Interactions can be checked in the Medication Module and

the Problems Module

• Medication Favorites- you can now save “Units”
• Also added to the Copy Provider Favorites Utility
• There are some eRx window formatting changes
• Bolded sections
• Authentication section re-worded and disabled unless

EPCS eligible pharmacy is selected

Patient Savings Program

Next Gen has partnered with LDM and is no longer using PDR for this service.

• When a prescription is printed or ePrescribed, data is sent to LDM in order

to determine if savings are available. If savings coupon exists, the results are returned to EHR, a code will display on RX Print, Fax and ERX and the code will be returned to the pharmacy

• Script Guides (education) can be printed with medications. This is similar

to the monograph feature although is it not replacing it.

• In the event that that pharmacy does not receive the code, the coupons

can be manually printed

• This service can be enable through NextGen Communication Services and

requires set up in Practice Preferences and User Preferences

Medical Summary Utility (MSU)

Enhancements

• The ability to set Sensitive Data Exclusions for CCD/CCDA,

exports for the Patient Portal, NG Share, EHR Connect and any other application that sends CCD/CCDA. These exclusions can be set for Medications, Diagnoses, Problems and Procedures.

• The ability to associate a KBM referral order with a

transaction when sent via direct messaging

• Functionality that validates messages sent with a DIRECT

address have actually been received has been added

• Attachments for CCDA now include ICS Images

Allergy Module

• Allergy reactions now

include SNOMED coded reasons

• User can enter up to 5

reactions per allergy. The reactions can be edited, added/ removed and reordered

• On a locked encounter

the onset date, severity, reaction and comments can now be updated

Quick View

Quick View is a function that allows the user to preview items on the Master document as they enter the data

• This is a hide and show function (similar to the

Navigation Bar)

• Quick View refreshes when the template is saved
• This is a user preference, turned on/off from the

View menu

Patient Registry

There will be a function to create a Patient Registry for items that need a follow up

• Actions are based off of results from memorized

reports

• This can be used to follow up on Patient Portal

messages, referrals from NG share, Population Health, and patient recall plans

• Uses the EHR reporting tool
• Outreach communication can be tracked
• Registry can be generated offline
• Accessed as a practice template, KBM version TBD

Order Module Console

Order enhancements for Labs and Radiology:

1. User can now modify the expiration date on Future/Recurring orders. Timeframes can be set in practice preferences. 2. Auto Release for Future/Recurring Orders can be set to auto send through a “set schedule”

• There is a new application involved – Lab Auto Release
• Requires configuration

3. Enhancements on Orders Console Practice Template

• Filters can be set on Orders for Performing Entity, Provider,

Location

4. Orders can be tasked to a user or group

Alerts

Major changes to the Alerts Template

1. An alerts screen will automatically open when a patient’s chart is opened 2. User can view EHR and PM Alerts 3. Important alerts can be set to view in red/bold font 4. Alerts can be flagged for acknowledgement by all users or by provider only 5. Hovering over the red Alerts button on the Patient Toolbar now previews the alerts (Similar to the Medications, Allergies and Problems on the Patient toolbar) 6. Medication Alerts can be added from the Alerts template. Any Medication Alerts added can be viewed in the Medication Module. 7. Old Alerts in the system will be moved to new formatting during upgrade 8. Practice alerts can be set in configuration 9. Comments can be added to alerts

Communication Component

This is a new communication function that incorporates many of the same concepts as the Telephone template.

• The Communication “module” is actually a component field in

the template editor. This will be added to a template in the in a future of version of the KBM

• When actions are needed it integrates with other parts of EHR,

i.e. refills/medication modules

• Communication is divided by Call Type (i.e. Medication

Management, Medical Question)

• Specialized templates display based on communication Call Type
• Can use My Phrases

New Workflow

Completely revamped Inbox!

1. The Workflow and PAQ are now combined into one “Provider Workbench”

• The PAQ functionality remains the same, it is just integrated into one area for

easier access

2. Clinical Tasking

• There are now tabs for inbox functions, i.e. PAQ, Tasks, Appointments, rather

than divided space on one page

• Users can filter tasks
• When a user selects a task, the task will show side by side with the task details

and the patient’s demographics. Viewing this information is possible without

• pening the patient chart.

3. Appointments

• There are three different appointment views, Daily, Multi and Timeline
• User can view individual appointments

Let’s Take a Quick Peek!

Ability to Save Units in Medication Favorites

Patient Savings e Coupon

Coupon information will show in the Comments box of the prescription

Script Guide

The mediation script guide can be viewed, printed and sent to the patient portal directly from the medication module

Accessing Quick View

Sarah M. Fife (F)

Using Quick View

Chief Complaint

Annual Exam The patient states she uses abstinence for birth control. Her menses is with light flow. Positive for menorrhagia. The patient is not post-menopausal. Associated symptoms include history of infertility. Pertinent negatives include abnormal bleeding (hematology), anxiety, decreased libido, depression, difficulty falling sleep, dyspareunia, nocturia and sleep disturbances. She takes calcium supplements. She reports taking Vitamin D. She has not been exposed to passive smoke. She does not drink alcohol. Annual Exam

Quick View Panel EHR Template

Edit the expiration date Set date for automatic release

• f an order

Set a date for a future order or a schedule for recurring orders

Order Module/ Console

Alerts

Hovering over the Alerts button on the Patient Toolbar now previews the alerts (Similar to the Medications, Allergies and Problems on the Patient toolbar) Medication Alerts can be added from the Alerts template and then viewed in the Medication Module

4323 Dublin Road

New Edit/Add Alerts Screen

• Includes EHR and EPM Alerts
• Can enter comments for each alert
• Alerts can be set to show in red & bold font
• Alerts can be set to require acknowledgement

Provider Only or All Users

Patient Alerts Notification

• When a patient’s chart is opened, the Patient Alerts screen

will populate for the user before beginning documentation.

• Note: the alerts on the screen will reflect the alert settings a user has

selected on the Add/Edit template

Communication Component

Communication Component

New Workflow: Tasking Tab

Summary of user tasks List of appointments Active patient demographics panel Preview panel to view selected task List of tasks Navigation Tabs

New Workflow: Appointments Tab - Daily View

Appointment display options Active calendar to view appointments

• n other dates

New Workflow: Appointments Tab – Multi View

Calendar view

• f daily

appointments when multiple providers are selected

New Workflow: Appointments Tab – Timeline

Timeline view shows appointments in a horizontal layout. The scroll bar moves left to right to view time slots, opposed to the daily and multi view, which are viewed vertically, by scrolling up and down.

New Workflow: Provider Approval Queue (PAQ)

Tabs to view current Pending, rejected or historical items in the PAQ List of items in the PAQ Drop down list to filter items on the pending list Add Note function, Buttons to Accept, Reject, Task and Go to Chart Panel to view selected document, lab, image

New Workflow: Patient Portal Tab

Who Does UD2 Affect?

ALL EHR USERS

• Set Up Team – File

Maintenance, System Practice Templates, etc. will need to be configured

• Providers and Clinical Staff -

need to determine and understand the changes that will impact their workflow

• Management- Training of the

new features and enhancements will be necessary for clinical users

How? With A Plan

Basic Steps to Upgrade

• Validate Features
• Develop Project Plan
• Determine Requirements
• Test Upgrade
• Set Up
• Test… test…. test….
• Train… train… train…
• Go Live

And we can help….

If You Feel Uncertain about Next Steps

Itentive can help by providing an EHR Workflow assessment with an onsite consultation. We can review your processes along with providing assessments of your EHR workflow, EHR challenges and assist with an upgrade plan. We are currently offering a 3 day onsite assessment that includes:

• Workflow Analysis
• Planning
• Written Report of Findings and Recommendations
• All Travel Expenses

Questions

• Cynthia Kincade
• Vice President, Client Solutions
• ckincade@Itentive.com
• 224-220-5575
• Keith Justus
• Director, Business Development
• kjustus@itentive.com
• 224-220-5551

Upcoming Webinars

UD2 PM Enhancements – A Sneak Peek Thursday, April 2nd 12:00 EST Evaluating Your Practice’s Financial Health Tuesday, April 7th 12:00 EST

Thank you