PCMH1A: Difference between revisions

From PCMH
Jump to navigation Jump to search
Line 50: Line 50:
=1.A.4 Documenting clinical advice in the patient medical record=
=1.A.4 Documenting clinical advice in the patient medical record=


For Partner clients, the pen (Phone Encounter Notes) program is used to electronically track phone messages. In PCC EHR, phone notes are also documented and can be printed. Describe your process for storing clinical advice and show three examples of clinical advice being documented in the medical record.
For Partner clients, the [http://learn.pcc.com/Default_CSH.htm#pen pen] program is used to electronically track phone messages. In PCC EHR, phone notes are also documented and can be printed. Describe your process for storing clinical advice and show three examples of clinical advice being documented in the medical record.


{| border = "1"
{| border = "1"

Revision as of 23:16, 25 March 2013

Back to PCMH Resources Page


The practice has a written process and defined standards, and demonstrates that it monitors performance against the standards for:

1.A.1 Providing same-day appointments (critical factor)

To show that they provide same day appointments, the practice will need to document their process for using sick call blocks to reserve time for sick patients every day. They also need to produce a report from Partner that shows these blocks in the schedule or shows how much total time was reserved for sick appointments and how much was actually used.

Here are some samples that might be useful:

Description Example/Screenshot/Documentation Source Date Added
Sample Schedule view showing reservation of time for same-day appointments
Sample Day View
Partner 03/20/13
Two sample Partner 'appts' report outputs. One shows total sick blocks and time reserved by day for a five day time span. The other shows total actual sick appointments scheduled for the same five day time span. Also included is the recommended restriction criteria to use for this report

Report of Reserved Sick Blocks

Report of Total Sick Appointments Scheduled

Report restriction criteria
Partner 03/20/13
Specific Scheduling Policies and Procedures Policy Part 2 TPC 03/25/13

1.A.2 Providing timely clinical advice by telephone during office hours

Document your process for providing timely advice to patients over the phone. PCC EHR clients should record phone calls as phone encounters. For calls that need a callback, a phone task should be created with an appropriate task type. As documentation for this factor, produce a call log for at least five days showing the time the call was taken and the time the call was responded to. Partner clients using pen can generate a report of phone notes created in a time period including the time the call was taken and the time a followup note was added.

As of PCC EHR version 6.14, users will be able to document the time a phone task was responded to within the "Task Completion" functionality. With EHR version 6.15, users will be able to generate a report of phone calls to monitor and report the response time for phone tasks.

Description Example/Screenshot/Documentation Source Date Added
Policy and Procedure Documentation Policy Part 1 TPC 03/21/13
Specific Scheduling Policies and Procedures Policy Part 2 TPC 03/25/13

1.A.3 Providing timely clinical advice by secure electronic messages during office hours

1.A.4 Documenting clinical advice in the patient medical record

For Partner clients, the pen program is used to electronically track phone messages. In PCC EHR, phone notes are also documented and can be printed. Describe your process for storing clinical advice and show three examples of clinical advice being documented in the medical record.

Description Example/Screenshot/Documentation Source Date Added
Specific Scheduling Policies and Procedures Policy Part 2 TPC 03/25/13