The EMR Appointment Manager is the entry point for Providers using the exam module. The search Criteria section located on the left side of the screen allows a user to select a specific provider and list the appointments for a selected date. The information is listed in the EMR Appointment for a Selected Date tab and grid. Users can print the list and have access to various reports. The EMRs that are not completed (in the last 30 days) tab display the exams needing to be completed based on the users define exam template completion rules.
EMR Appointments for a Selected Date tab
The EMR Appointments for a Selected Date tab lists the patients scheduled for an exam appointment. (This list is populated from the scheduler appointment screen when the user checked 'Send to Exam' at appointment time.)
Users can select to view the appointment list based on the Provider and Date. Select the appropriate information from the drop-down fields (located to the left of the screen) in order to select a Provider and/or date of appointments to display the appointments that meet your search criteria.
Each row in the grid list a scheduled appointment for a patient. To view a patient information the user can select the drop down button (1 or 2) to view key patient information. To open an Exam select the Open EMR button (3) for the selected patient.
New EMR Button
The New EMR button permits a user to create an EMR record directly from the EMR Manager without requiring an appointment to exist. This option is normally turn off in the Filopto system settings for the EMR settings (Other EMR Settings) since most offices use the scheduler to create a patient exam appointment and subsequently the EMR record.
The Form Drop Down Button
The form drop down button (4 - shown above) permits users to choose the output format to use for various "EMR category" forms. For example by choosing the Word/RTF option as output format will result in opening the locally installed Word program, displaying the form for easy editing. The form button supports Preview/print, Word/Rich Text Format(RTF), Open Office (ODF) and PDF format. To be able to edit the forms the appropriate program for the selected format must be installed.
IMPORTANT: 1) Only forms saved in the Form Manager under the EMR category will be displayed by the Form button. 2) In Filopto System Settings for the EMR / Other Settings section you can define a default folder for saving the forms (centralized folder on a server, for example). 3) Windows must have an installed program that can open the file output you selected for the form to be displayed
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EMRs that are not completed (in the last 30 days) tab
The EMRs that are not completed (in the last 30 days) tab (1) display the exams needing to be completed based on the users define exam template completion rules. All exams associated to the selected provider is listed in the display grid (2) of the screen. To open and complete the exam the user can select the Open EMR (3) button for the selected exam. if you wish to print the list you can use the Print List button.
IMPORTANT: 1) The exams displayed are for the last 30 days only,
2) The grid will only list exams that do not have all of the completion fields check marked as defined in the selected exam template used. Each exam template may have different completion rules. . 2) When opening past exams Filopto may have locked them in read only mode based on the users default Exam Lock settings. A user may need to first unlock the exam before being permitted to make any changes or updates.
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Exams Completion Check Marks
In the exam template a user can define the exam sections that are required to be completed (3) to consider the exam as finalized. See System Settings/EMR/EMRTemplate (1 & 2) for more information. For example in the image below the Visual Acuity and Refraction modules of the exams(4) must have a check mark applied to it before the exam can be considered completed.
In the exam screen the Completed check mark (1) field must be selected to indicate that the section has been completed. Item with a red box (2) indicate the exam module has not been completed. All items must have the completed field selected before the exam is considered completed.
