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Pre-Visit Forms

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Last Post by bhoover 8 years ago

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BGA

(@bga)

Posts: 51

Estimable Member

Topic starter

How are other practices capturing data prior to the patient's office visit? Does anyone use the patient portal or their website to get these forms completed and what is the workflow for getting the patient's chart updated once they are filled out?

Posted : September 27, 2016 5:44 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

I am actually getting close to beginning this very project.

Rough plan ==

Run report of next week's appointments (in Crystal), saving to Excel

Use the Mass Mail add-on to Portal to securely email

probably with some nice merge of doctor name, etc...

direct users to complete a form on the Portal

Portal would write to specific OBS codes - take a look for PED (patient entered data) examples

incoming document to be auto-signed by Dr. Portal - making OBS available

During the beginning of the visit, the MA rooming patient would see on part of custom VFE form that some PED data had been recently updated.

MA inquire with patient, confirming entry. If all ok, then a button the the VFE form to copy PED Obs Code data to real Obs Codes.

I would be happy to talk more about this, whether you have done or are pondering.

Joe Gillis

Project Manager, QI

Tufts MC Primary Care

(617) 636-8845

Posted : September 27, 2016 6:02 am

Scott Forest

(@sforest)

Posts: 527

Honorable Member

that is quite a broad question... there are a range of portals you can use, Medfusion and Kryptiq (how I believe was just bought out and changed their name, ELNI if I recall correctly). These can also help with online patient payments.

You can use anything from, paper forms that get scanned into the system link scantron sheets, to kiosks, and tablets. I'm sure there is a BYOD solution as well.

Whichever solution you choose, they all integrate through various interfaces with CPS/EMR to enter the information the patient fills out for you.

Posted : September 27, 2016 6:05 am

tcross

(@tcross)

Posts: 165

Estimable Member

Interestd in hearing how folks are getting portal information into the patient's actual charts. Not easy from our workflow and pretty clunky.
Any input is helpful
Terry

Posted : September 27, 2016 6:30 am

bhoover

(@bhoover)

Posts: 360

Honorable Member

We are going to start trying something similar to Joe. The only difference is we are going to have a couple of providers testing out virtual visits at the same time. The patient will be prompted to go to the portal and complete a form there prior to connecting. The data will come over as specific patient entered data obs terms which the provider will see on the form. They will have the option to pull the values into the day's visit or ignore.

Posted : September 28, 2016 7:43 am

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