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Topic starter
Our physicians absolutely hate the clinical summary that prints out to give to the patient. They feel there is too much information on the summary. A majority of our medical staff will not give to the patients.
I was wondering if anyone else has had this issue? If so, how did you resolve?
Our physicians would like us to create our own summary. Has anyone else done this?
Thanks in advance!
Posted : July 19, 2012 6:39 am
You just need to be sure you include everything required for the clinical summary:
Clinical Summary – An after-visit summary that provides a patient with relevant and actionable information and instructions containing the patient name, provider’s office contact information, date and location of visit, an updated medication list, updated vitals, reason(s) for visit, procedures and other instructions based on clinical discussions that took place during the office visit, any updates to a problem list, immunizations or medications administered during visit, summary of topics covered/considered during visit, time and location of next appointment/testing if scheduled, or a recommended appointment time if not scheduled, list of other appointments and tests that the patient needs to schedule with contact information, recommended patient decision aids, laboratory and other diagnostic test orders, test/laboratory results (if received before 24 hours after visit), and symptoms.
There is a lot of information there, It does state also "If an EP belives that substantial harm may arise form the disclosure of particular information, an EP may choose to withhold that particular information form the clinical summary."
Sorry I know I was not much help, just want to be sure you do not remove information which may be required. Good luck
Posted : July 19, 2012 10:13 pm
Topic starter
Thanks Beth Ann. If the physician does not want some of the information on the summary do you know how to remove it? I have been told the Clinical Summary that was created by GE cannot be changed at all?
I am working with the physician and telling them what would help is if they would clean up their problem list, etc. and enter an expiration date if the patient no longer has this problem. What do you think?
I am struggling with getting this fixed for the physicians and want to get it fixed. The problem is I am not a programmer.
Thanks for your help
Posted : July 19, 2012 10:49 pm
We use the *Patient Handout, this way you can do some customization. We have one per speciality. They all need to begin with teh *Patient Handout then we add OB/GYN, Family Practice etc. Be sure if you do go this way you will need to be sure the staff check the box "Record Handout Printing in Chart", this is what is pulled in when running your MU reports.
Posted : July 19, 2012 10:58 pm
Topic starter
Beth Ann-
So you created your own patient handouts?
Posted : July 23, 2012 2:27 am
You sure can go to "Go" "Setup" "Settings" "Handouts" "Handout Templates" then select or create your folder Click on "New" then create. Once you have it created you may go to "Custom List" to add into the list you would like to have. What many of our providers have done is create their own "Favorite" list of handouts, so when the click on handouts they see the ones they use most often. Let me know if you have any other questions.
Posted : July 24, 2012 5:20 am
Topic starter
Beth Ann- I am working with someone in our IT Dept. I will let you know if I have any questions.
One question comes to mind....How do you get the handout to link up to meet meaningful use?
Thanks
Lori
Posted : August 2, 2012 6:29 am
You just need to be sure the name of the handout begins with *Patient Instruction. Then it will be picked up when you run your MU reports.
Posted : August 3, 2012 5:33 am
Topic starter
Beth Ann- Would you be willing to talk over the phone? If so, here is my email address. Just let me know and I can set something up.
Thanks
Lori
Posted : August 10, 2012 3:44 am
I know how frustrating it may be for the physicians and time consuming as well. We have recently started using the Clinical Summary in our clinic. I have customized the form in VFE to our preference. I have one of our doctors who works with mail code try and figure out how to get all of this information that has already been entered in the office visit to transfer automatically in to the Clinical Summary, that way the Medical Assistants can simply just print the handout at a touch of a button, and he insists that it is possible. 
Posted : September 5, 2012 7:48 am
lmartin said:
Beth Ann- I am working with someone in our IT Dept. I will let you know if I have any questions.
One question comes to mind....How do you get the handout to link up to meet meaningful use?
Thanks
Lori
As long as the handout begins with *Patient Instruction it will be picked up when running the MU reports
Posted : September 6, 2012 3:41 am
Beth Ann said:
You sure can go to "Go" "Setup" "Settings" "Handouts" "Handout Templates" then select or create your folder Click on "New" then create. Once you have it created you may go to "Custom List" to add into the list you would like to have. What many of our providers have done is create their own "Favorite" list of handouts, so when the click on handouts they see the ones they use most often. Let me know if you have any other questions.
We used what was there added some information but kept what was needed for the MU requirements.
Posted : September 6, 2012 3:42 am
I continue to hear of practices who are customizing their own patient instructions and are confident it will get pulled for meaningful use. With CQR marginally functional, it seems it would be hard to test or confirm. Anyone else using this tactic?
Posted : October 2, 2014 12:28 pm
The difference is more Stage 1 (2013 measures) and the new rule delay vs. Stage 2.
For a straight Stage 2 attestation, you should need the CCD-A or a declination.
For a Stage 1 re-do, we are sticking with the prior handout. GE's Crystal Report Phase 2 updates from September count both.
For our 9.8 users, we combine the CVS handout with a patient-declined check-box on the CCD-A. The physician deliberately clicks the CVS button (instead of CCD-A), so we're not doing anything shady (even though the "patient declines" auto-checks).
Posted : October 4, 2014 8:29 pm
Thanks for that information.
Posted : October 7, 2014 3:16 am
