Health Maintenance

The Main Health Maintenance Functions

Health Maintenance Demo

1. Open a patient chart. Verify the Demographics section of the chart is completed for patient age and gender. Click Chart in the menu bar; Click the Sections menu item, and then Click the Health Maintenance menu item. (or, simply Click on the Chart Navigator docked tab, and Double-Click on Health Maintenance) This will add that section to your chart layout if it is not there already. Once the tab is included in the chart layout, it can be opened via clicking the Health Maintenance Tab.

To add a Rule or Rule set, Click the Add Rule button (Green +)

Click the Rules tab to add a single rule. In order to select multiple rules (not consecutive), Hold-down the Ctrl key; Click each Rules list item to add; then Click the Add button.

Click the Rule Sets tab to add a collection or set of Rules. Click the Add button.

For example, Click the Males 35 to 49 Rule set to place the Rules applied to it into the upper region of the Health Maintenance section   When a Rule is highlighted in red, the item is overdue or has never been addressed   When a Rule is highlighted in yellow, the rule is not overdue at this point, but past the first day within your alert period you have set for the Rule.

Once Health Maintenance has been implemented on a patient, an alert window will appear whenever the chart is pulled, letting you know if Health Maintenance issues need to be addressed.

Of course, you can review this at any time by going to the Health Maintenance tab.

Addressing a Rule

2. In the lower region of the Health Maintenance section, Click the Action drop-down arrow and Click the appropriate action for that Rule.
3. Click the By drop-down arrow to select who performed the Action.
4. Click the Location drop-down arrow to select where the Action was performed

Once the issues are addressed for that visit, Click the Transfer to SOAP Note button, and the Rules that have been addressed will be added to the Plan field in the current SOAP note.

Generate a Health Maintenance Report

Create a Health Maintenance Letter in Document Designer to use to print a Health Maintenance Report.
Once the report has been created, Click Tools in the menu bar, and Click the Generate HM Report menu item.

1. In the Rules to find field, Click the All Rules list item, or Click the Browse button to select one or more Rules list items in the Rules to find list. A list of patients with selected rule(s) will display, as shown in the screenshot above.
2. In the Due on or before field, Click the down-arrow, then Click on the date the Rule was due.
3. Click the Print button, and the Print Selection dialog displays.

To print a list of the patients with Health Maintenance issues to be addressed, Press the List button and when the Print Preview dialog opens, Click the Print button.

Creating/Editing Rules and Rule Sets

In the main menu bar, Click Tools, and then Click the Health Maintenance Rules and Sets menu item.

Editing a Rule

To edit a Rule, Click the Rule to be edited, and then Click the Edit Rule button. This action will bring up the Edit Rule dialog. Make the edits, and Click Save.

 

Creating a Rule Set

Click the Create Rule Set button. The Create Rule Set dialog opens Click the Rule Set checkboxes to include them in the Rule Set, and then Click the Create button. The checked Rule Set(s) will be added to the list.

 Using the Vaccine Rule Types

1. Click on the button to add a New Rule and select a Vaccine Rule Type
2. Click on the button to add a reading date
3. Click on the Vaccine tab and fill in the required information.

Click on the basic tab to finish documenting the Vaccine Rule

Path (Beginner) - Flow Sheets