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NEXTGEN EHR 5.8 Update What’s New For Clinicians

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Presentation on theme: "NEXTGEN EHR 5.8 Update What’s New For Clinicians"— Presentation transcript:

1 NEXTGEN EHR 5.8 Update What’s New For Clinicians
This demonstration reviews the changes USA users will find in the NextGen EHR update planned in early 2014. This has been prepared with EHR 5.8 and KBM It also used a testing environment that doesn’t have the full functionality of our Production environment. And configuration of the updated version of the program is ongoing. As a result, you may see some differences from the screenshots shown here. Every effort will be made to update this lesson on an ongoing basis. Use the keyboard or mouse to pause, review, and resume as necessary.

2 2014 will bring us 2 upgrades to NextGen:
The first one upgrades what may be thought of as the “EHR engine,” or “framework” of the program. This will bring us some workflow improvements, as well as some of the features we’ll need for ICD 10. That is the focus of this lesson. The second part upgrades the KBM, or the templates themselves. That will bring us further workflow improvements, & the rest of the components necessary for ICD 10 & the next stages of Meaningful Use.

3 Patient Information Bar The new Patient Information Bar gives you access to a lot of frequently-needed data without having to interrupt what you’re working on to open a different template.

4 Above the working templates you’ll now see the Patient Information Bar, or Info Bar. While some of the info you can view here is redundant with other spots, some of it includes things that you couldn’t view without closing the template you’re working on, going to a new template, then coming back to where you were. Now you can see several important pieces of data without interrupting your workflow. (There will be less redundancy following the next update.)

5 Name, age, date of birth, & Medical Record Number are visible on the title bar, but now can be seen here in a little less cluttered fashion.

6 You can now directly view phone number, insurance carrier, & NextMD Patient Portal status.

7 Note that in many places if you hover the mouse cursor over the field you can view additional information. For example, hovering over the Phone Number shows us all of the alternate phone numbers the patient has given us. A similar thing happens when you hover over the Insurance Field.

8 You can see at least the 1st part of the primary pharmacy’s name.
You can also view the Rendering Provider for the encounter without having to right-click the encounter on the History Bar.

9 You can also view the PCP, though you may note that it is blank, or different from the PCP field we have been using on our templates.

10 In the past, the native PCP field in NextGen had some problems with accessibility, visibility, & editability, so we created this field as a workaround. Both fields are visible at this stage of the upgrade process, but with the next half of the NextGen upgrade this workaround field will go away. Native PCP Field. Workaround PCP Field.

11 To update the native PCP field, open the Patient_Demographic template, which can now be directly accessed via the Patient link.

12 Click in the PCP field, then scroll down to select the desired PCP
Click in the PCP field, then scroll down to select the desired PCP. Close the Patient_Demographics template when done. You’ll select the PCP off of a picklist that includes most all providers at USA & the community at large (though you won’t be able to type in freehand things like team names).

13 The PCP now displays in the native PCP field.
Workaround PCP Field. You’ll want to start updating the native PCP field as you go, since the old workaround PCP field will go away in the coming months (though you’ll still be able to view it on old encounters).

14 While we’re at it, notice the Referring field
While we’re at it, notice the Referring field. Take this field with a grain of salt; there often seems to be no rhyme or reason as to what appears here.

15 Note the numbers next to Allergies, Problems, Diagnoses, & Medications
Note the numbers next to Allergies, Problems, Diagnoses, & Medications. These indicate the number of entries on each list.

16 And if you hover the mouse cursor over the number, you see the actual list. Here we’ve hovered over the Allergies (1), displaying the allergy list. So you no longer have to navigate to a different template to view allergies. And if you click on the (1) instead of just hovering over it….

17 …you are taken to the full Allergy Module, where you can make or edit entries.

18 Similarly, hovering the cursor over the Medications number displays the patient’s med list without having to leave the template you’re working on, which is a nice workflow improvement. And clicking on the number (9) will take you to the full Medication Module.

19 Hovering over the Problems number shows you the Chronic Problem List…
…while hovering over the Diagnoses number gives you a list of all diagnoses made at previous encounters. Note, however, there are some changes in how these lists work, which we’ll discuss below.

20 There are a few other links here, that can take you to other useful templates, such as Patient Demographics or Order Administration. The Info Bar will also be the main place you’ll see the patient’s photo in the future.

21 Finally, note this little arrow button
Finally, note this little arrow button. You can use this to toggle the Info Bar from the full view… …to this condensed view (& back again) to give you a little more screen real estate, as desired.

22 New Search Tools One of the most hated aspects of NextGen has been the diagnosis search tools. We now have a vastly improved tool at our disposal. While this will help us a lot when ICD 10 becomes effective 10/1/14, we get to reap the benefits of it now.

23 As before, the Diagnosis Search popup can be accessed from multiple locations. Similar to an Internet search engine, just click in the Search Field & type. You’ll find you’re generally successful using either medical or lay terms. You can also search for ICD 9 codes (or ICD 10 codes after 10/1/14). For this example, we’ll type bronchitis, then click Search.

24 Here you see a list of diagnoses that include the concept of bronchitis. At first it may seem long, haphazard, & intimidating, but there is a method to the madness. Going forward, the list will allegedly prioritize to the top a combination of diagnoses that have been used before on the patient, items on the Chronic Problem List, & diagnoses you’ve previously searched for & selected. So before long, you’ll usually see your desired choice near the top of the list. Pretty cool.

25 Take a moment to understand what this intelligent search result sorting means. While you still have your old Favorites & Diagnosis Categories from before, you may almost never need or want to use them. Since the program purports to combine the patient’s prior diagnoses & your own personal search habits to sort results, you should find your desired diagnosis near the top of the list. And the longer you use the program, the better it should get.

26 But you may also have times where you’d like to see the results sorted alphabetically. Just click on the Column Header to sort this way.

27 You may also see a number of different synonyms for the same ICD 9 (or ICD 10) code, again combining common variants of the terms used for these diagnoses in the database & the words you used to perform the search. This gives you more latitude to pick a simpler/clearer term than the verbose & confusing terms that are often used in formal definitions.

28 And here’s another encouraging thought: While everyone is understandably apprehensive about ICD 10, the improved diagnosis search tool is going to do a lot to ease this transition for you. On 10/1/14 this list will change from showing ICD 9 codes to showing ICD 10 codes—but otherwise will work exactly the same.

29 Problem List Changes In prior versions of NextGen we have had a “Chronic Conditions” list on the Histories Tab. Going forward there will be a “Problem List” as part of the Problems Module. Eventually this new “Problem List” will appear at the top of the Histories Tab as well. However, in this transitional time between the two steps of our NextGen upgrade, both of the new & old lists will coexist—and, most unfortunately, they will not necessarily agree with each other.

30 We’ve been accustomed to recording the Chronic Conditions List on the Histories Tab. As the name implies, these are chronic problems that are expected to persist, be they serious as diabetes, or more minor, like allergic rhinitis. In contrast, episodic issues are entered on the Medical/Surgical/Interim list. Examples would be surgeries, a hospitalization for meningitis, or perhaps a chronic problem that has been resolved, like Hodgkin’s Lymphoma that has been declared cured.

31 But note the Problems Module in the Module (Tic Tac Toe) area, indicated by the Dx Icon. We haven’t emphasized this much in our daily workflow, but it will become more prominent in the future. Click on this…

32 …& the Problems Module opens. Note there are 2 tabs here:
1) The Problem List is the patient’s (chronic) Problem List. 2) The Billing ICD List is the Today’s Assessment List—the diagnoses you’re addressing & billing for today. We’ll come back to this in a minute, but first let’s look at adding Today’s Assessments within the typical workflow.

33 Here we’re at the bottom of the SOAP Tab
Here we’re at the bottom of the SOAP Tab. Click Add/Update to enter today’s diagnoses.

34 This brings up the familiar Add or Update Assessment popup
This brings up the familiar Add or Update Assessment popup. While you have the Diagnosis History, Active Chronic Problems, & My List to pick from, to illustrate the usage of the new search tool, click in the 1st empty Today’s Assessments Box.

35 Here is the new Diagnosis Search popup you were shown a little earlier.
To begin, click in the Search Box & type bronchitis, then click Search.

36 I’ll not rehash the infomercial about improved diagnosis sorting here.
For this example I’ll select Acute bronchitis

37 Acute bronchitis displays in the 1st Today’s Assessment Box
Acute bronchitis displays in the 1st Today’s Assessment Box. I’ve gone ahead & added Osteoarthritis knees in a similar fashion. From here you can click Save & Close, proceeding with documentation as you currently do.

38 Here we’re back at the bottom of the SOAP Tab
Here we’re back at the bottom of the SOAP Tab. But for the purposes of illustrating the 2 tabs in the Problems Module I showed you earlier, let’s click the Dx Icon.

39 I’ve selected the Billing ICD List tab, & you can see the 2 assessments we just added. There are a lot of details here, & I don’t want you to get bogged down in all of this right now.

40 But I do want to point out the interaction between the Problem List & the Billing ICD List.
Let’s say this is the first day we’ve made the Osteoarthritis diagnosis, & we want to add that to the Problem List. Click on Osteoarthrosis… to select it, then click Send to Problem List.

41 You are presented with a list of possibilities to add to the Chronic Problem List.
What’s going on here? Didn’t I just go to the trouble of picking a diagnosis code?

42 There are actually two different types of diagnosis codes involved here. While the distinction becomes more apparent after the introduction of ICD 10, it is actually still relevant in ICD 9. 1)The Problem List is defined via SNOMED Codes. These are meant to be broader, conceptual codes, more in keeping with the idea of a Chronic Problem List. 2) The Billing ICD List is defined via ICD 9/ICD 10 codes. These are the codes you use to bill for your work at each visit, & they are meant to be drilled down to the finest detail possible; this becomes much more relevant in ICD 10, & your future reimbursement will depend upon you documenting this degree of detail.

43 So this list is giving you the SNOMED alternatives corresponding to today’s assessment of Osteoarthritis knees. Sometimes there may only be 1-2 options; other times there may be a number of them. We’ll double click on Osteoarthritis of knee to select it.

44 Now when you move to the Problem List tab, you’ll see that Osteoarthritis of knee has been added. There are again a lot of other details here, but don’t bog down in them—just understand how easy it is to pass a diagnosis from today’s billing codes to the Problem List, doing the ICD to SNOMED translation in the process.

45 And note that the process works in reverse: You can send a Problem List item to the Billing ICD List. Let’s add a new chronic problem by clicking Add Problem.

46 The search popup appears. We’ll type Asthma & click Search.

47 A list of options appears
A list of options appears. For this example I’ll just select the top one, Asthma.

48 Asthma has been added to the Problem List
Asthma has been added to the Problem List. Note we can add this to today’s billing diagnoses by selecting Asthma & clicking the Add to Billing ICD List button.

49 But recall I said we are in a “hybrid” state right now, & that there will be some growing pains. Note that the Problems count here only says (2), while there are 4 items on the History Tab Chronic Conditions List. And where is the asthma we just added?

50 This Problems count of (2) refers to the Problem List we saw in the Problems Module.
While we’re in this “hybrid” state between the 2 steps of the update, you can go ahead & start moving the items on the Chronic Conditions List to the new Problems List, or you can wait till after the 2nd step—whichever you prefer. Visit notes will be temporarily modified to include both lists. After the 2nd step, however, only the new Problems List will be in use.

51 These lists should start to merge with the next phase of the NextGen upgrade (moving from KBM 8.1 to 8.3). And initially you’ll probably have to take some actions to translate your old Chronic Conditions List into terms consistent with the new Problem List. That’s where the growing pains come in; but after that, you’ll be set. I’ll again implore you to have faith. This probably looks more complicated the first time you see it in this lesson than it does after you’ve clicked through it a couple times yourself. And the improved diagnosis search alone is worth the cost of the changes we’re living through.

52 Medications Module While the Medications Module will remain largely familiar to you, there are a few welcome improvements.

53 The SIG Builder is generally less cumbersome.

54 But that still doesn’t mean the SIG Builder is your best option
But that still doesn’t mean the SIG Builder is your best option. Often it is easier just to type your instructions. Notice that you now get a character count, to help you avoid creating SIGs over 140 characters (which can’t be ERx‘d).

55 Notice another small workflow enhancement: The button that used to toggle between ERx or Fax now just says Send. Legend drugs can be ERx‘d, but Schedule III, IV, & V drugs can’t (with our current technology). They can, however, be faxed. This used to mean you’d have to select your controlled substances & fax or print them, then select your non-controlled substances & ERx them.

56 Now you can select all of the drugs you need to dispense & click Send, & the program will fax those that have to be faxed, while ERx‘ing the others. (Schedule II drugs can only be printed.) Another small bonus: If you create a SIG over 140 characters, it can’t be ERxd—but it can be faxed, so the system should handle this for you as well.

57 There are also some improvements in pediatric med dosing, including the option to see suggested dosing, or calculate dosing, on a per-kg basis. To do this, either click the visible SIG, or click Add Sig…. Many of these options are also available when you save Medication Favorites.

58 You see a variety of recommended weight-based doses.
Or, if preferred, you can calculate a dose using weight. Click Calculator.

59 You have numerous options to calculate dosage.
In this example, we’ve requested 90 mg/kg/day, divided BID, & allowed it to round off to the nearest ¼ mL.

60 Context-Sensitive Patient Education & Provider Decision Support Wouldn’t it be nice if you didn’t have to step so far out of your workflow to find patient education material? Or to get advice on how to manage the problem you’re looking at in the EHR? Meaningful Use & Patient-Centered Medical Home initiatives require this type of functionality, & this NextGen update makes strides to serve these needs.

61 Here in the Problems Module I’ve highlighted Osteoarthritis, then clicked the Resources dropdown box.

62 You see similar functionality in the Medications Module.
Additionally, most anywhere in the program where you see a list of meds or diagnoses, you can right-click on an item & access these same resources.

63 The appearance varies a bit depending upon the context, but in general there are patient education & decision support references available internally (i.e., within NextGen) & externally (typically, via Internet links). And we can configure many of these external links to meet the needs of our practice.

64 For Patient Education, you’ll see a revamped search tool & browser
For Patient Education, you’ll see a revamped search tool & browser. In this example, I right-clicked on the diagnosis of GERD in the patient’s Problem Module, selected Resources|Internal Patient Education, & it brought up this list of likely topics.

65 Note the options at the top
Note the options at the top. You can change your search criteria & re-perform the search. You can also filter results to a specific age range or gender, & you can choose an alternate language for the materials.

66 Also, you can now save a copy of the Patient Education materials to the patient’s chart; not being able to preserve a copy on the encounter was a major frustration to us in the past. (Clinics using the Patient Portal can also send materials that way instead of printing them.)

67 This concludes the NextGen EHR 5.8 update demonstration.
A day without sunshine is like...night. R. Lamar Duffy, M.D. Associate Professor University of South Alabama College of Medicine Department of Family Medicine

68 This concludes the NextGen EHR 5.8 update demonstration.
A day without sunshine is like...night. R. Lamar Duffy, M.D. Associate Professor University of South Alabama College of Medicine Department of Family Medicine

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