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Inbound TOC documents - Not a current Patient

CPS, C-EMR, PM

Last Post by Anonymous 1 second ago

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etsuchiya

(@etsuchiya)

Posts: 8

Active Member

Topic starter

How are practices handling Transition of Care (TOC) documents sent that are NOT current patients? Are you creating a new chart for the patient even if they may never make an appt? I appreciate any input on this issue. Thank you

Posted : March 4, 2015 8:26 am

sborchardt

(@sborchardt)

Posts: 218

Reputable Member

We are keeping the TOC message for 30 days. If no appointment has been made, I have told staff to delete them. I don't want to create a chart for a patient we will never see.

Steph B.

Posted : March 4, 2015 10:06 am

etsuchiya

(@etsuchiya)

Posts: 8

Active Member

Topic starter

Thank you Steph for answering. If you do not mind, what product are you using for managing TOC? We are using Qvera TOC.

Posted : March 4, 2015 10:34 am

dduschel

(@dduschel)

Posts: 207

Reputable Member

We will keep it as part of the chart, if the patient doesn't show and the provider doesn't want to sign the document, we call and notify the sending facility that they no showed and we never saw the patient and document it in an append. We currently do this with any other medical record that is sent to us from the outside. According to our legal advice we had do document why a provider would not sign off a document or accept responsibility for it, then it needs to remain in the chart; because the sending facility still has record that they sent the data.

As a side note, if we got the document in error, we notify the sending facility, document that in an append and then file the document in error.

Hope that helps
Dawn

Posted : March 4, 2015 10:48 am

sborchardt

(@sborchardt)

Posts: 218

Reputable Member

Currently we are managing the TOC on our own, at this point our volume is low. We use the Kryptiq portal and have nursing staff assigned as delegates for the physicians, so they take care of TOC as well as message. If the patient is in our system they save the document to the EMR. We have looked into Qvera, but didn't want to spend additional money if we could manage it. As our volume of TOC increases we will revisit our options.

Steph B.

Posted : March 5, 2015 7:25 am

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