Simple way to ensure all charts are complete

[feffions]

We are in a busy medical eye practice. We can't always finish our chart notes for a patient prior to moving on to the next patient. At the end of the day we typically run the Medical Records report and then review each record for completeness.

I suggest that you create a checkbox or button that the doctor checks/clicks when the record is finished. Then when the Medical Records Report is run, charts that are finished (the checkbox/button has been checked/clicked) show up on the report in green and records that are not finished show up in red. That way, with a quick glance you can see the charts that are finished and not have to open them up to review them needlessly. That would be a great end of the day time saver.

[gracecrystalpm]

Hi feffions,

You can create a check box in your current medical record (which ever tab you would like it on) and then run a correspondence report to give you charts that are not checked off.

Most common one office use - check box called chart completed. If you have multiple doctors, create one for each doctor so you can pull reports based on which doctor saw which patient.

Thanks,
Grace with Crystal PM

[alex]

how would we set up the correspondence report to look for the check box ??

[gracecrystalpm]

1. Add a field (check box) in your medical record template, remember the field #
2. Go to reports - Correspondence Report
3. Click on MORE button
4. uncheck medical record field
5. you can put a date range of records
6. put that field # in the fist box or you can search for it in the drop down in the second box
7. in the value box, put 1 to pull the checked records or nothing to pull the uncheck records

[mdeyedoc]

IMO my method is easier but still not ideal.

Add a checkbox field on a separate tab. Some people just have s completed checkbox on this tab. I went one step further and created a summary tab that has copies of all the critical fields and the completed checkbox field. That puts all the info on one page for easy review and when it's all there, I check the "Completed" box, which makes that tab active. Then I can go to Reports and run a Medical Records Report (it defaults to the last 30 days) and look for patients that don't have the Summary Tab listed in the Exams column. I can click on the pt and go directly to their medical records and complete it. The downside is that if you accidentally check the box before the record is complete, unchecking it will not remove the tab from the tab listing. You have to go to EHR Settings/Record Information/ Change Saved Medical Record Tab and uncheck the summary tab. Also, no data can be entered in any other field on that tab because that would make the tab active.

That said, I am going to keep harping on this until Crystal gives us a dedicated completed (records) checkbox field and a standard report that pulls up a listing of ALL records where that is not checked with linked access to that specific incomplete record. If they come up with something better that's fine too but our current options are not good enough.

Marcia