In this lesson, we will discuss the following:

• Editing the patient chart
• Different features available in the patient chart

 

Editing a Patient Chart 

From the Patient Dashboard, you will be able to edit the patient record by clicking on the Edit Patient tab at the top.

 

There are several tabs located under the Edit Patient tab: 

• Essentials 
• Segmentation 
• Addresses
• Touch Points
• Designators
• Insurance
• Alerts 
• Certification List 
• Patient Login 

NOTE: On each section in the edit patient there is an UPDATE button. You will need to click the update button whenever you are done with the edits to save the changes made. 

Essentials 

During the Patient Chart Creation, most of the information in this section has already been filled out since these are mandatory fields to successfully create a chart. 

 

NOTE: If you enter an email address that is already in use/ registered to another patient, a prompt will appear that the email already exists and the system will indicate that you need to use another email.

 

Activate and Inactive Patients 

Under the Edit Patient Essentials tab, you will see an area to activate or inactivate patients under Patient Category. This is useful in cases of when there are duplicate patient records. You can inactivate one to avoid confusion or in cases when the patient has been discharged and you want an indication of which patients has been discharged. To review the lesson on how to generate a list of patients that are active or inactive, click here. 

Once a patient chart has been inactivated, there will be an exclamation mark next to the patient name on the patient dashboard as an indication that it is an inactive patient. 

 

Therapy Newsletter Subscription 

If you have a Therapy Newsletter account and have it sync with your In Touch EMR account, you will have the ability to transfer your patients name and email address directly from In Touch EMR to Therapy Newsletter. 

This area in the patient chart indicates that this patient has given permission to start receiving newsletters monthly and will be a part of the Therapy Newsletter contacts. Ticking this box to mark with a check will indicate the system to add the patient's email address to the list of patients that will be added to Therapy Newsletter when you map your contacts.

If you wish to know more about Therapy Newsletter, please visit the website www.therapynewsletter.com

 

HIPAA Agreement 

Once ticked it will be marked with a check indicating that the patient has agreed and is aware of HIPAA compliance. 

 

 

Minor Patient 

Located at the bottom of the page under the HIPAA Agreement. By default this field is set to NO. 

If yes, it will open new options below for you to fill out the parent/guardian information.

 

 

Segmentation 

This is additional information about the patient. It is not essential but can be helpful in the future when trying to target certain demographic or other ways to filter your patient's list. To review the lesson on how to generate a list of patients base on their segmentation information, click here.

 

Addresses 

 

Once you click on Add Location to add new addresses, a pop-up box appears. Fill it in with the details. All fields with an asterisk is a mandatory field. Click on the save button to ensure that the information has been successfully added. The pop-up box will automatically disappear once it has been saved. 

 

Touch Points

 

To add Touch Points click on Add Touch Point button and this pop up will appear: 

All areas with an asterisk are mandatory. Here are the information to be filled up:

• Touch Point Type - Users can indicate what type of touch point they are adding by choosing from this drop down menu

 

• Touch Point Category - users can indicate if this touch point is the for the patient's home, work, etc.

• Phone number 
• Extension  
• Emergency Contact - indicates if this contact can be reach during emergency
• Miscellaneous information - add any note
• Appointment Reminder - This is important, if your clinic had signed up for appointment reminder services with In Touch EMR. We will be sending messages to your patients whenever they have an upcoming appointment. In this section, you will need to indicate which touch points they want to be reached for their appointment reminder and how they want to be reach either text, call or email   

If you had chosen Email as the touch point type, the pop up selections will change to this:                                         

• Email
• Emergency Contact 
• Miscellaneous information - add any note
• Appointment Reminder - this is just a check box to indicate that they signed up to receive email reminders. 

 

Designators

This is additional form of identification for the patient.

Click on Add Designator button to start adding additional information. 

 

This is the pop up that appears when the Add Designator button is clicked. All fields with asterisk is a mandatory field. 

The Designator category allows you to choose either a different form of ID or a social security number 

Insurance

 

Click the Add Payer button and a pop-up box will appear. Be advised that the Payer Selector will only provide a list of payers that has been added to the "My Payers" list. To review the lesson on how to add payers to your clinic's payer list, click here. 

 

The Insurance page will show all the list of payers that have been added to the patient's chart. The user will have the ability to Edit or Delete the payer.

 

IMPORTANT:  For Medicare and other Medicare products the 8-minute rule unit computation automatically applies while for other non-Medicare products, the AMA 15 minute rule applies.  But if the user wants to indicate a different unit computation for the patient, you can choose either the 8-minute rule or 15-minute rule under the Insurance Tab. Just turn it to either YES or NO for either of the selections.  

Medicare 8 minute Rule 60-70% of all payers follow the Medicare 8 minute rule. Please enable this if you would like us to use the Medicare 8 minute rule to automatically calculate units based on minutes specified in the flowsheet for timed codes. Untimed codes will remain at 1 unit. Please review payer specific guidelines before you enable this option.

AMA 15 minute Rule 30-40% of all payers follow the AMA 15 minute rule. Please enable this if you would like us to use the AMA 15 minute rule to automatically calculate units based on minutes specified in the flowsheet for timed codes. Untimed codes will remain at 1 unit. Please review payer specific guidelines before you enable this option.

The users will also have an option to turn on the  Universal Medicare 8 minute rule feature. Once turned on, the Medicare 8 minute rule will be applied universally across all patients and all payers for that particular user.

Or use the Auto 15-Minute Rule Feature. Once turned on, In Touch EMR automatically applies the AMA 15-minute rule for payer profiles that do not include Medicare. 

To review the lesson on how to turn the features on and off, click here