1. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Chapter 3 Introduction and Setup

2. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. 3.1 The Story of SpringCharts Software and Its Features 3.2 User Preferences 3.3 Address Data Setup 3.4 Patient Data Setup 3.5 Insurance Data Setup Chapter 3 Learning Outcomes

3. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Attending Physician End-to-End Solution Graphical User Interface (GUI) Imperial Units Metric Units Office Visit (OV) Primary Insurance Secondary Insurance User Preferences Chapter 3 Key Terms

4. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.1 The Story of SpringCharts Software and Its Features

5. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Designed by practicing physicians and technology executives Used by over 1000 physicians in over 65 medical specialty areas Chosen due to ease-of-use, transferability of knowledge, and functionality SpringCharts EHR Software LO 3.1

6. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Template-based office visit notes A chart evaluation manager for proactive patient healthcare maintenance An evaluation and management (E&M) coder for automatic and accurate E&M coding Plan-of-care practice guidelines Real-time e-prescribing Drug and allergy interaction alerts Clinical Tools LO 3.1

7. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Integrated patient tracking Integrated e-mail Messaging Reminders Employee time clock Electronic bulletin board Template-based letters and order forms Administrative Tools LO 3.1

8. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. CCHIT Certified for Ambulatory EHRs (2007) – Meets set criteria: Functionality Interoperability Security ONC-ATCB Certified (2011) – Meets criteria that qualify eligible professionals for incentives under the HITECH Act – Meets criteria for meaningful use Certification LO 3.1

9. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Must be maintained by physician or provider – Maintain up-to-date antivirus – Back-up data – Lock up server – Password protect Privacy and Security LO 3.1

10. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.2 User Preferences

11. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Set up user preferences, which determine the default graphical user interface for user Changes should be saved as they are made in each tab – Open SpringCharts – Access the main menu at the top of the screen – Select Preferences – Select User Preferences – Preferences 1 tab will open User Preferences LO 3.2

12. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Preferences 1 Tab LO 3.2

13. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Preferences 2 Tab LO 3.2 Modify the following options in the Preferences 2 tab:

14. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Password Tab LO 3.2

15. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Signature Tab LO 3.2

16. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.3 Address Data Setup

17. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Added to SpringCharts through the New menu option in the main Practice View window Required fields E-mail field Print Card option New Address LO 3.3

18. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Edit addresses via Address Book available in Productivity Center Search, print, or edit addresses Use Category field to search entries: – Physician – Employee – Pharmacy – Testing Facility Editing Addresses LO 3.3

19. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.4 Patient Data Setup

20. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. New Patient option creates a new electronic health record – Red fields are required to save and create chart – Yellow fields are required for e-prescribing – Blue fields required for MU demonstration – Proceed through remaining fields Patient Data LO 3.4

21. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Select the submenu Patients under the main Edit menu at the top of the Practice View screen Locate patient using Search feature Edit Patient Functions Editing Patient Data LO 3.4

22. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.5 Insurance Data Setup

23. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. New Insurance Data – Select Insurance submenu under the main Edit menu at the top of the Practice View screen – Click New Insurance Company button and set up Get Patients Insurance – Used to view insurance information from another patient’s chart Insurance Data LO 3.5

24. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. Edit Insurance Data – Select Insurance submenu under the main Edit menu at the top of the Practice View screen – Click on the specific insurance company name in the left-hand column of the Insurance window Insurance Data LO 3.5

25. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.1 Provide a brief history of SpringCharts EHR software and list three clinical and three administrative tools that it offers Developed and implemented over a period of 12 years Designed to manage all nonfinancial activities of a medical practice Features include clinical tools and clerical tools 2007: CCHIT-certified for ambulatory EHRs 2011: ONC-ATCB certified Chapter 3 Summary

26. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.2 Set up user preferences User Preferences Location: Practice View screen > File menu > Preferences > User Preferences User Preferences set up in SpringCharts to customize program for each specific user Chapter 3 Summary

27. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.3 Set up, edit, and print addresses in the physician, employee, pharmacy, and testing facility categories New Address Edit Address Chapter 3 Summary

28. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.4 Set up new patients, edit patient information, and export patient lists New Patient Edit Patient Chapter 3 Summary

29. © 2013 The McGraw-Hill Companies, Inc. All rights reserved. LO 3.5 Set up new insurance companies and edit existing insurance company information New Insurance Editing Insurance Chapter 3 Summary