2015 User Conference Contact Management in OP 14 April 23rd, 2015 April 24th, 2015 Presented by: Jen Novakovich PM/EHR Trainer EHR Session

2015 Office Practicum User Conference Objectives ❏ Merging duplicate Contacts ❏ Update and Identify Contacts in OP ❏ Add additional Contact roles/reasons ❏ Identify where in OP Contacts are utilized ❏ Review how family is defined in OP

2015 Office Practicum User Conference Survey Have You Upgraded to OP 14? ❏ Yes ❏ No

2015 Office Practicum User Conference Merging Contacts Does your office have duplicate contacts in your system?

2015 Office Practicum User Conference Merging Contacts

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Patient Contacts Where do we start? Registration: Obtaining EVERY patient’s Contact information is crucial. Also, obtaining correct Contact information is valuable for all aspects of Office Practicum and it all starts with your front desk.

2015 Office Practicum User Conference Patient Contacts

2015 Office Practicum User Conference Reconciling Contact Manager Preventing Duplicates: ❏ Use the Add button ❏ Displays Contacts with same or similar last name ❏ Search if Contact has different last name ❏ Click Green Plus Sign or say Yes to pop up to create new contact

2015 Office Practicum User Conference Adding Contacts

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Reconciling Contact Manager Adding Roles: Utilities > Manage Codes> Coded Values

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Sorting Contacts

2015 Office Practicum User Conference Sorting Contacts

2015 Office Practicum User Conference Sorting Contacts The Results

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Inactivating a Contact

2015 Office Practicum User Conference Inactivating a Contact The Results FYI: To “Re- Activate” a Contact you simply remove the End Date

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Removing a Contact

2015 Office Practicum User Conference Removing a Contact The Results By removing your contact it is gone for good.

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Contacts and the Patient Portal

2015 Office Practicum User Conference Contacts and Meaningful Use

2015 Office Practicum User Conference How is a Family defined in OP?

2015 Office Practicum User Conference How is a Family defined in OP? Social Family: People whom you live with/interact with Register Contacts

2015 Office Practicum User Conference How is a Family defined in OP? Financial Family: People who are financially responsible for you Insurance Guarantor

2015 Office Practicum User Conference How is a Family defined in OP? Genetic Family: People with which you share genes Register Contacts Role Family History

2015 Office Practicum User Conference Documenting Genetic Parents for New Patients ❏ If you permit, front desk may be making this initial decision, but be sure they understand the implications ❏ You can always fix it when you pull up the family history ❏ Exception: This question is not asked when adoption is already documented on perinatal history

2015 Office Practicum User Conference Let’s Try It!

2015 Office Practicum User Conference Pre-update History Checklist: Patient Register: ❏ Review contacts to ensure correct relationships ❏ Confirm Resides With is correct for all Contacts ❏ Select Guarantors for each sibling on Insurance Tab ❏ Merge duplicate Contacts Haven’t update to OP 14 yet? Here are some things you can do in preparation:

2015 Office Practicum User Conference Questions ?

2015 Office Practicum User Conference We want your feedback!