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Workflow and obs term question

CPS, C-EMR, PM

Last Post by Anonymous 1 second ago

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mdiventi

(@mdiventi)

Posts: 54

Trusted Member

Topic starter

Hello! I need a way to flag patients coming in for appointments, so reports can be run in the morning and the select patients easily identified. Right now they are using orders, but the orders have to be set for the appointment date. If the patient changes their appointment, it doesn't work. An example of what I mean is we have a Nurse Practitioner reviewing all of the Care Considerations coming in from the insurances. She reviews them and wants to flag the chart, so when the patient comes in, we address it. What they have been doing is entering an order for Care Consideration with the appointment date and running inquiries daily to ID the patients. It is clunky and not the most effective way. We use similar workflow for a few other things. I am hoping to simplify it, but I am not coming up with much. I was thinking we can use an observation term, but secondary to that - can you use a quick text to REMOVE an obs term? I couldn't figure out how to make it happen, but maybe one of you fine folks have a simple solution. If they docs have to remove it via the flow sheet, it won't happen. Thank you so much!! Michelle

Posted : May 16, 2018 9:00 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

Depends on the number of patients in your group that you are tracking. One simply way I am currently doing this for one of our nurse/care managers is with an Excel file.

1) Excel file has columns for MRN (our key), name, reason for flag

1a) This file is updated every few weeks, as patients are added/removed from target

2) I built a Crystal Report that reads the Excel file and also opens the GE EMR datatables.

2a) The report list every patient on the list (although not necessary), and provides lots of info on each patient like last visit, next visit, if recently in hospital, etc...

Have also gone the OBS code route where I pick an OBS code. And then, for example put "CM" in the code or "NONE" when taking off registry. Note, this is because I have never found a way to blank an OBS code.

Then run a Crystal Report of everyone with Appt = today. Also do a LASTLABS (get last entry) for the OBS code and see if = "CM". Print the matching entries.

This approach lends itself to being notified for any appt until you take the code off - even last minute urgent visits.

Posted : May 17, 2018 2:37 am

wsc27

(@sclayton)

Posts: 142

Estimable Member

@joeg1962 Do you mind emailing me example formula that you used for adding "CM" or "None" in the OBS Code when taking off registry? Thanks

Posted : May 18, 2018 1:17 am

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