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Post by tag701 on Nov 12, 2014 15:00:53 GMT -6
I've been getting some complaints from the doctors and the front end that it takes too long for patients to fill out the paperwork. We have a form that we ask them to fill out (which they never do fully) and sign the bottom. We do this once a year. I would love to be able to print out a sheet with the information that we have on file for them and then they can change it or just sign off on it. Even when we go to electronic history forms I know I'm going to have patients that won't do it that way. What does everyone else do for their former patients? Does anyone have some sort of report or form that they use for this purpose? Any information would be most appreciated. Thanks!
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Post by eyeguy on Nov 12, 2014 15:52:25 GMT -6
That's what we've been looking for too. When I go to one of my specialists medical offices, they have a form that prints from the practice management system listing relevant current info, and a place to change it and sign it. It goes very well--and quickly.
Right now we have an update form, but it doesn't list any current info. Better than nothing, but not much.
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Post by KizerOpt on Nov 12, 2014 16:28:34 GMT -6
We have a similar situation. We have our forms laminated, usually ask current patients to review and note any changes, but it would be nicer if we could print their current info to review. We spend too much time reviewing with them. I'm also interested to see others' responses.
Karen
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Post by erica on Nov 12, 2014 16:49:20 GMT -6
What if we made a Word/OpenOffice doc that pulled basic demographic & insurance info with an area to make changes and sign?
Pretty much you would go to their files section, click the send to office document, choose the template and print!
Thoughts?
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hkell
New Member
Posts: 4
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Post by hkell on Nov 12, 2014 16:54:21 GMT -6
That would be soooo helpful - and for medical history info too.
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Post by tag701 on Nov 13, 2014 7:26:38 GMT -6
That would be great!!!!!!! Is this something that can happen quickly? I'm just trying to figure out if I need to implement something else in the meantime and I don't want to waste my time. Thank you!!!!!!
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Post by erica on Nov 13, 2014 10:46:24 GMT -6
Here is a quick one I made for Word: PatientIntakeWithTable.docx (13.81 KB) You can modify as needed. To get a list of all of the patient variables go to Admin->MS Word->Generate Template File. You will need to copy the text from the second column into the template example: «First_Name» in order for that field information to pull through. Medical information works a little bit differently as most everybody's template has unique field ID's. It's still possible though Go to Admin->MS Word->Generate Records Template File. This will send every field in your medical record into Word. You would need to be in edit template mode (EHR Settings->Edit Medical Record Templates) in order to see what field is assigned what field ID. Example: I want my ENT, Cardiovascualr etc information on the intake sheet. While in edit mode, the field ID is the number in parenthesis. ENT is FID (181) I would need to go to the word document I generated from Admin->MS Word and find MC_181 in the list (Ctrl+F to go right to it!) and paste the «MC_181» in my template Any questions please let us know! Erica Edit: added a table to the word doc so the formatting doesn't get weird.
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Post by erica on Nov 13, 2014 10:48:47 GMT -6
I mentioned before, but to use that word document you will need to be in the desired patient's chart and go to Files->Send office Document Choose the document and then print If you wanted to do this for everybody on your schedule for that day in one big swoop, go to Schedule then click the Send to Word button. I hope this helps!!
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Post by tag701 on Nov 14, 2014 9:09:52 GMT -6
I'm going to play with it right now - I'll let you know. Thank you so much!
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Post by laporte12 on Nov 14, 2014 10:50:09 GMT -6
This is a great idea! But when I create a template, none of my «MC_847» codes will import. I get the error message "The merge field is used in the main document, but it does not exist in the data source. My demographic info imports but nothing from medical records. I am using the number in parenthesis from my medical records. Am I doing something wrong?
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Post by tag701 on Nov 14, 2014 11:11:26 GMT -6
Here is a quick one I made for Word: You can modify as needed. To get a list of all of the patient variables go to Admin->MS Word->Generate Template File. You will need to copy the text from the second column into the template example: «First_Name» in order for that field information to pull through. Medical information works a little bit differently as most everybody's template has unique field ID's. It's still possible though Go to Admin->MS Word->Generate Records Template File. This will send every field in your medical record into Word. You would need to be in edit template mode (EHR Settings->Edit Medical Record Templates) in order to see what field is assigned what field ID. Example: I want my ENT, Cardiovascualr etc information on the intake sheet. While in edit mode, the field ID is the number in parenthesis. ENT is FID (181) I would need to go to the word document I generated from Admin->MS Word and find MC_181 in the list (Ctrl+F to go right to it!) and paste the «MC_181» in my template I can't the medical information to work. I get an error when I use the MC codes that the field isn't valid. Any help would be greatly appreciated. Thanks.
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Post by erica on Nov 14, 2014 11:19:11 GMT -6
Are you copying and pasting from the Word doc that Crystal creates with the huge list of numbers? Make sure to copy and paste the «MC_181» from that document. If that still isn't working call into support and we can help you out. 800-308-7169x1
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Post by tag701 on Nov 14, 2014 11:21:22 GMT -6
I am cutting and pasting - I will try to give them a call in a little bit or I will call on Monday. Thanks.
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Post by mdeyedoc on Nov 16, 2014 13:13:08 GMT -6
I am cutting and pasting - I will try to give them a call in a little bit or I will call on Monday. Thanks. I haven't tried getting med rec fields with Erica's example doc but FYI, if you want to add a field to a Word merge doc, you don't HAVE to copy the applicable word merge field from the template generator. Once you have the merge document created, you can copy and paste any merge field and then edit the merge field to convert it to the Crystal field you want. You CANNOT just edit the text that is displayed for the field in the document. You have to right-click on the merge field (the whole thing will be grey) and select Edit Field... When the Field window displays, edit the Field Name to whatever Crystal field you want to merge, then hit OK. The displayed text will update to the new field info. Marcia
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Post by erica on Nov 17, 2014 9:45:43 GMT -6
I forgot about that option! I'm so used to copy/paste - thanks!!
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