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Chapter 3

Introduction and Setup

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• 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

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• 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

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LO 3.1 The Story of SpringCharts Software and

Its Features

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• 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

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• 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

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• 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

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• 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

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• 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

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LO 3.2 User Preferences

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• 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

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Preferences 1 Tab

LO 3.2

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Preferences 2 Tab

LO 3.2

Modify the following options in the Preferences 2 tab:

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Password Tab

LO 3.2

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Signature Tab

LO 3.2

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LO 3.3 Address Data Setup

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• 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

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• 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

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LO 3.4 Patient Data Setup

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• 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

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• 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

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LO 3.5 Insurance Data Setup

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• 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

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• 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

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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

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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

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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

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LO 3.4 Set up new patients, edit patient information, and export patient lists•New Patient•Edit Patient

Chapter 3 Summary

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LO 3.5 Set up new insurance companies and edit existing insurance company information•New Insurance•Editing Insurance

Chapter 3 Summary