Merge the Clinical Information from an Intake Using Reconciliation Window (Allergies & Medications)

Unlike the practice management data being collected on the intake, not all fields will merge without being reviewed by a staff member. Specifically, the Allergy and Medication updates. Other fields can merge automatically based on your auto-merge setup. Below will describe the use of the reconciliation window, reviewing individual templates, and locating signed documents.|


Steps to Complete

  1. After the patient has submitted their forms, the Allergy & Medication changes will need to be reviewed before being brought into the chart. In the EMR open the patient's chart.
  2. In the bottom left-hand corner, you will notice the reconciliation window with a red badge. This indicates that there is data to be merged. Select the Clipboard Icon. You will be prompted with:



  3. From this screen, you will notice various statuses in the Action column. From here, review the listed allergens and medications. There are a few options you will have, but knowing the available statuses will be important:

    Add
    Chart Effect: Listed value will be added to the patient chart in the respective chart tab.
    Reason: When patients fill out the intake and enter new values that did not exist in the chart initially.

    Keep
    Chart Effect: Listed value will remain in the patient chart as active.
    Reason: The patient reviewed the value on the intake and did not remove it, indicating this is a current medication or active allergy. This indicates the existing value in a chart. You will notice in the window there is a matching value with a source of "Intake Form"
     and status of  ! Ignore. 

    ! Ignore
    Chart Effect: Listed value will be ignored due to an existing value. No change will be made.
    Reason: The patient reviewed the value on the intake and did not remove it, indicating this is a current medication or active allergy. This indicates this is a duplicate of an existing value in the chart. You will notice in the window a matching value with a source of "Patient Chart" and status of Keep.

    Inactivate
    Chart Effect: Listed value will be removed/inactivated from the patient chart.
    Reason: Will populate in this status if a patient attempts to remove an existing value from a chart. i.e, No longer taking a specific medication.

  4. Once all values are reviewed, select Save from the bottom right of the reconciliation window.