In some situations, the manually registered patient record is never merged with an authenticated patient record. For example, some organizations may not have interface feeds from their associated Long Term Care or Skilled Nursing Facilities. The patients seen in those facilities are manually registered in the Commure Pro system as permanent patient records, with all of the appropriate information for scheduling and billing.
- Verified patients are identified with an asterisk at the end of their name (for example, DARR, MOLLY*). A verified patient is one whose patient information is considered complete and accurate. Verified patients have access to more workflows. This means that you can do many of the same tasks that you can do for an authenticated patient, such as submitting charges to the Outbox.
- Non-verified patients are identified by quotation marks around their name (for example, “DARR, MOLLY”). A non-verified patient is one whose patient information has not yet been “verified” or confirmed, by an administrator. Non-verified patients are excluded from some workflows, and can be set to be hidden.
- On the web or handheld platforms, if the user’s Can Add/Edit Commure Pro Patients user preference is set to Can edit patients, created patients are non-verified, then all manually registered patients are non-verified.
- On the web or handheld platforms, if the user’s Can Add/Edit Commure Pro Patients user preference is set to Can edit patients, created patients are verified, then all manually registered patients are verified.
- On the web, any user who has the Can Verify Patients user preference set to Yes can verify a non-verified patient. The user finds the patient on the Patient Search tab, selects them, and then clicks the Verify button. Once the patient has been verified, the quotation marks are removed and an asterisk is appended to their name (DARR, MOLLY*).
- Or, if a non-verified patient is merged with a verified or authenticated patient, the resulting merged patient takes on the status of the target patient (verified or authenticated, respectively).
- Register a new patient by entering basic demographic information. See Manually Registering a New Patient.
- Register a patient and create a visit at the same time. See Manually Registering a Patient and Adding a Visit in One Step.
- Add a visit, such as inpatient, outpatient, or ER, to an existing patient (authenticated or manually registered). See Manually Adding a Visit to a Patient.
- Edit basic demographic information for a patient. See Editing a Patient.
- Edit a manually added visit. Or, edit a visit that has been interfaced from your source hospital system for authenticated patients (this may not be available at all sites). See Editing a Visit.
- Cancel a manually added visit. Or, cancel a visit that has been interfaced from your source hospital system for authenticated patients (this function may not be available at all sites). See Cancelling a Visit.
- Reassign patient visits, either individually or in batches, to healthcare providers or groups, such as scheduled providers, hospitalists, or medical services (available for both manually added visits and visits that have been interfaced from your source hospital system). See Reassigning Visits to New Providers or Services.
- Move a visit from one patient to another (both authenticated and manually registered). See Moving a Visit from One Patient to Another.
- Merge two visits for the same patient into one visit. See Merging Visits.
- Merge patient records (both authenticated and manually registered). Merging Patients.
- Verify manually registered patients. See Verifying Manually Registered Patients.
- Commure Pro with Commure Pro Repository™
- Direct Integration to MEDITECH® with Downtime Solution
- Direct Integration to Cerner™ with Downtime Solution
In the direct integration configurations, all manually registered patient and visit data are stored in the Commure Pro system only, and are not sent back to the source system.
- Admin - User - Patient List -Can Add/Edit Patients
Access Restrictions to Registration Functions
Access to these options is controlled by your user preference settings, which are set by your system administrator. In many organizations, healthcare providers are not given access to registration functions. Typically, only ancillary staff or administrative personnel register new patients, add new visits, or otherwise change patient demographic or visit data. These settings are available for administrators from the Patient List settings for each user:- The following setting enables or disables the Patient List tab for a user (the Patient List tab contains several registration functions). Admin - User - Patient List -Patient List is Accessible on Web
- The following setting enables or disables the Patient Search tab for a user (the Patient Search tab contains many registration functions). Admin - User - Patient List -Allow Patient/Visit Search
- The following setting enables or disables the Schedule tab for a user (the Schedule tab contains several registration functions). Admin - User - Patient List -Scheduling Access
- The following setting enables or disables a user’s ability to edit basic patient demographic information for patients interfaced from your source ADT/Registration system. Admin - User - Patient List -Can Edit Interfaced Patients
- The following setting enables or disables a user’s ability to manually register patients directly in the Commure Pro web application, as well as to edit the basic demographic information for those patients. It also determines whether the manually registered patients are verified or non-verified. Admin - User - Patient List -Can Add/Edit Commure Pro Patients
- The following setting enables or disables a user’s ability to edit visits that are interfaced from your source ADT/Registration system. Admin - User - Patient List -Can Edit Interfaced Visits
- The following setting enables or disables a user’s ability to manually add visits directly in the Commure Pro system, as well as to edit those visits. Admin - User - Patient List -Can Add/Edit Commure Pro Visits
- The following setting determines which visits are available for manual registration. Admin - User - Patient List -Available Visit Types for Manual Registration
- The following setting enables or disables a user’s ability to reassign patient visits to different providers or services, in all options from which this function is available. Admin - User - Patient List -Allow Patient Assignment
- The following setting enables or disables a user’s ability to cancel appointments, in all options from which this function is available. Admin - User - Patient List -Can Cancel Appointments
Where are the Registration Functions?
The table below lists all of the registration functions, and the tabs from which they are available:| Registration Task | Located on Tab(s) | Button / Sub-Option |
|---|---|---|
| Manually register a patient (without a visit) User must first perform a Patient Search to confirm the patient is not already in the system. | Patient Search | Add Patient button, or Create a new Patient from the search criteria link |
| Manually register a patient and a visit User must first perform a Search for Visits to confirm that the patient is not already in the system. | Patient Search | Create Visit button, or [Visit Type] links (e.g., Outpatient, Inpatient) |
| Manually register a patient and a visit | Schedule | Create Visit button |
| Manually register a patient and a visit, then add the visit to your list(s) User must first perform a search to confirm that the patient is not already in the system. | Patient List | Actions button (above Patient List) → Add Patient(s) |
| Manually register a patient and a visit, then add the visit to your list(s) | Patient Charge Status Sign-Out Summary | Manage button → Add Patient(s) |
| Manually register a patient and a visit, then add the visit to your list(s) | Patient Search | Create Visit button |
| Manually register a patient and a visit, then add the visit to your list(s) | Patient List | Actions button (above Patient List) → Add Patient(s) |
| Manually register a patient and a visit, then add the visit to your list(s) | Sign-Out Summary | Manage button → Add Patient(s) |
| Manually add a visit to an existing patient User must first perform a Search for Visits to confirm that the visit is not already in the system. | Patient Search | Create Visit button |
| Manually add a visit to an existing patient | Patient List | Actions button (above Patient List) → Add Patient(s) |
| Manually add a visit to an existing patient | Patient List | Actions button (above Patient Data Display) → Create Visit → [Visit Type Name] |
| Manually add a visit to an existing patient | Patient Charge Status Sign-Out Summary | Manage button → Add Patient(s) |
| Manually add a visit to an existing patient | Schedule | Create Visit button |
| Verify patients | Patient Search | Verify button |
| Cancel visits | Patient Search Schedule | Cancel Visit(s) button |
| Reassign visits | Patient Search Schedule | Reassign Visit(s) button |
| Reassign visits | Sign-Out Summary | Reassign Visit(s) button |
| Merge patients, merge visits, or move visits | Patient Search | Merge link |
| Unmerge patient records merged in error | Patient List (or after selecting Details) | Patient Detail → Merge History link |
| Edit patient information | Patient Search | Edit button |
| Edit patient information | Patient List (or after selecting Details) | Patient Detail → Edit Patient |
| Edit visit information | Patient Search | Edit button |
| Edit visit information | Patient List (or after selecting Details) | Visits → Edit Visit |
| Edit visit information | Sign-Out Summary | Edit Visit button |
Overview of Manual Registration
The first step of manual registration is to determine if the patient is in the system.- Administrators, such as registration clerks, are the persons usually responsible for registration functions. They usually work from the Patient Search tab and use the search criteria to search through all the patient records to find patient data, such as when they are confirming insurance information. They might also perform registration tasks when reviewing provider schedules on the Schedule tab.
- Healthcare providers occasionally perform registration functions. They usually work from the Patient List tab (in addition to the Sign-Out Summary and Patient Charge Status tabs), searching their patient list and the census list when they need to find a patient. Providers can also use the Patient Search tab to look up patient information.
- When a provider is working from the Patient List, Patient Charge Status, or Sign-Out Summary tab and registers a new patient, it is usually because they want to add that patient to their list(s), so that they can provide care or enter charges.
- The registration tasks available on the Patient Search tab and the Schedule tab are more comprehensive, and include additional administrative registration functions. All of the registration tasks available on the Patient Search tab and the Schedule tab are described in this chapter.
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The Search for Patients button lets you search the complete census list, including all authenticated and manually registered patients, regardless of whether or not they have had any visits. The Search for Patients button returns only one entry per patient record. You can use it to quickly check the census list to see if the patient exists. You can then perform any of the activities listed below.
- Manually register a new patient (Add Patient button).
- Manually register a new patient and add their first visit at the same time (Create Visit button).
- Manually add a visit to an existing patient (Create Visit button).
- Edit an existing patient’s demographic data (Edit button).
- Add a visit to an existing patient (Create Visit button).
- Merge two patient records (Merge link in the Merge column of the search results).
- Verify a non-verified patient (Verify button).
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The Search for Visits and Run Patient List Search buttons let you search for patient visits. These buttons return one entry per visit for the patient. If a patient has had multiple visits that match your search criteria, each of those visits is listed. (Keep in mind that these buttons only show visits; therefore, if a patient does not have any visits, then they do not appear in the search results.) After using the Search for Visits or Run Patient List Search button, you can take any of the actions listed below.
- Manually register a new patient and add their first visit at the same time (Create Visit button).
- Manually add a visit to an existing patient (Create Visit button).
- Edit a visit (to enter a discharge date for an inpatient visit, update insurance information, or change the date or time of the visit) (Edit button).
- Cancel a visit (Cancel Visit button).
- Add patient visit(s) to specific patient list(s) (Add Patient to List button).
- Reassign a visit to a different provider or medical service group (Reassign Visit(s) button).
- Compare a patient visit to a specific patient list (Compare button).
- Move a visit from one patient to another (Merge link in the Merge column of the search results).
- Merge two visits for the same patient into one visit (Merge link in the Merge column of the search results).
- Merge two patient records (Merge link in the Merge column of the search results).
- Verify a non-verified patient (Verify button).
- Edit a patient’s demographic data (Edit button).
Common Data Elements in Manual Registration
Each organization can define the patient, visit, insurance, and guarantor fields that they want to capture when manually registering new patients or manually adding new visits. As a result, the data elements that you see when performing these tasks may vary at your institution. However, there are a few data elements that are always required as part of the manual registration process:- Patient Data Elements: First Name and Last Name
- Visit Data Elements: Location, ADT Visit Type, and Admit Date/Time or Appointment Date/Time
- Patient Data Elements
- Visit Data Elements
Patient Data Elements
The most common patient demographic fields include:- Last Name, First Name, Middle Name: Enter the patient’s last, first, and middle names.
- Date of Birth: Enter the patient’s date of birth in your country’s standard format (either mm/dd/yyyy or dd/ mm/yyyy), or click the Calendar button.
- Gender: Select the patient’s gender.
- Social Security Number, or SSN: Enter the patient’s social security number, with or without dashes (123-45-6789 or 123456789 are both acceptable).
- MRN: Enter the patient’s medical record number, if known (maximum of 50 characters allowed). Any spaces included in the MRN are removed when the value is saved.
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Addresses: You can enter multiple addresses for the patient, such as work, home, or vacation. Click the Add link to create a series of fields for the first address, such as Type (e.g., home, work, vacation), Address 1, Address 2, City, State, and Zip. Click the Add link again to enter another type of address and its related data.
The State field allows up to 50 characters.
- Phone Numbers: You can enter multiple phone numbers for the patient, such as home, work, mobile, etc. Click the Add link to enter each type of phone number.
- Advanced Directive on file: Indicate whether the patient has an advanced directive on file with your organization by selecting an item from the drop-down list.
- Date of Date, Cause of Death: If the patient is deceased, enter their Date of Death and Cause of Death (free-text).
- Ethnicity, Race, Preferred Language: Select the patient’s Ethnicity, Race, and Preferred Language from the drop-down lists.
- Next of Kin Name, Relationship, Address, and Phone: Enter the patient’s next of kin information, including the name of the person, their relationship to the patient, and their address and phone.
- Smoking Status: Select the patient’s Smoking Status from the drop-down list.
Visit Data Elements
The most common visit data elements include:- Account Number, Visit Number: If your organization associates an account number or visit number with each visit, enter it here.
- ADT Visit Type (or Patient Class): Select the type of visit or patient class. The defaults include ER (Emergency Room), Inpatient, or Outpatient. You might also see other visit types, such as Pre-Registration or Recurring visits, if your organization uses additional visit types.
- Visit Status: Select the status of the visit. The defaults are Active, Inactive, or Cancelled.
- Financial Class: Select a financial class from the drop-down list.
- Referral ID, or Authorization Number: If there is a referral ID or authorization number associated with the visit, such as in the case of HMO visits to non-primary care physicians, enter it here.
- Location (or Facility or Care Center): Select the location from the drop-down list, such as a facility or care center where the patient is being treated.
- Unit: If appropriate, select a nursing unit from the drop-down list. In some cases, a default Unit may be associated with the Location that is included in the Visit Search Criteria. For details, speak with your Commure Pro support representative.
- Room and Bed: If appropriate, select a room number and bed from the drop-down lists. If the correct room and/or bed is not available, you can create a new one on the fly. Click the Create new room and bed button, enter a room and bed, and then click OK. The room and bed are added to the facility and nursing unit in the system, and are available for future use.
- Scheduled Provider, Admitting Provider, Attending Provider, Referring Provider, or other provider: Select the appropriate provider from the drop-down list.
- Medical Service: Select the Medical Service group that is responsible for this patient from the drop-down list.
- Admitting Diagnosis or Reason for Visit: Enter the reason the patient was admitted, or the reason for this visit.
- Appointment Date/Time: For some types of visits, such as Outpatient visits, you might see a field for Appointment Date/Time. Enter a valid date and time for the appointment in your country’s standard format of either mm/dd/yyyy hh:mm or dd/mm/yyyy hh:mm (for example, 08/31/2004 09:15 or 31/08/2004 09:15).
- Admit Date/Time: For some types of visits, such as Inpatient or Emergency Room visits, you might see a field for Admit Date/Time. Enter a valid date and time for the admission in your country’s standard format of either mm/dd/yyyy hh:mm or dd/mm/yyyy hh:mm.
- Discharge Date/Time: For some types of visits, such as Inpatient or Emergency Room visits, you might see a field for Discharge Date/time. When the patient is discharged, enter the date and time in your country’s standard format of either mm/dd/yyyy hh:mm or dd/mm/yyyy hh:mm.
- Discharge Disposition: For some types of visits, such as Inpatient or Emergency Room visits, you might see a field for Discharge Disposition. If the visit has been discharged, enter the discharge disposition, which is the place to which the patient was discharged, such as home, nursing home, rehabilitation center, etc.
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Insurance Information: A visit might have one or more insurance providers associated with it. You should list any insurance carriers that provide coverage for the patient on the date of the visit. To enter an insurance coverage, click the [Add insurance Provider] link. Some of the more common fields that you might see include:
- Provider or Insurance Name: Select an insurance carrier from the drop-down list.
- Policy Number or Member ID Number: Enter the insurance policy number, or member ID number.
- Group Number: Enter the insurance group number, if any.
- Subscriber Name: Enter the name of the subscriber, or the person who holds the insurance coverage.
- Subscriber DOB: Enter the subscriber’s date of birth in your country’s standard format of either mm/ dd/yyyy or dd/mm/yyyy, or click the Calendar button.
- Insurance Address and Telephone: The screen may contain fields for the insurance address and telephone information.
- Subscriber Address and Telephone: The screen may contain fields for the subscriber’s address and telephone information.
The State field allows up to 50 characters. -
Guarantor Information: A visit might have one or more guarantors associated with it. A guarantor is a person who is financially responsible for any bills resulting from the care of the patient. Typically, this is the head of the household, or for children, it is a parent or guardian. To enter a guarantor, click the [Add Guarantor] link. Some of the more common fields that you might see include:
- Guarantor Name: Enter the name of the guarantor.
- Relationship: Enter the guarantor’s relationship to the patient.
- Guarantor Address and Telephone: A series of fields for the guarantor’s address and telephone information.
The State field allows up to 50 characters.
Manually Registering a New Patient
Sometimes, you might need to register a new patient directly in the Commure Pro system rather than going through the source registration system. Some organizations allow users to register patient information without also adding a visit, while some do not. If your organization allows manual registration of a patient without a visit, follow these steps.-
Click the Patient Search tab, enter some search criteria that describes the patient that you want to register, and then click the Search for Patients button.
The search results are displayed.
- If the patient is listed in the results, do not create a new patient or you will create a duplicate patient.
- If the patient is not listed in the results, click the Add Patient button.
- If no patients match your criteria, click the Create a new Patient from the search criteria link.
- Enter data in the patient demographic fields. Required fields are marked with a red asterisk.
- Click the Save button at the bottom of the screen to save the information, or click Cancel to exit without saving.
Manually Registering a Patient and Adding a Visit in One Step
If a new patient has never been registered in your source ADT/Registration system and doesn’t have any patient or visit information on file, you can manually register the patient and add their first visit directly in the Commure Pro system rather than going through your source ADT/Registration system. First, search the system to make sure that the patient and/or visit does not exist. If neither exists, then you can register the patient and add the visit (whether inpatient, outpatient, emergency room, or other). You can add a patient and their first visit from the Patient Search, Schedule, Patient List, Patient Charge Status, or Sign-Out Summary tab:- Registering a Patient and Visit from the Patient Search Tab
- Registering a Patient and Visit from the Schedule Tab
- Adding Patients to Selected Patient Lists(In this workflow, after adding the patient and their first visit, the patient visit is immediately added to the provider’s list. The instructions for Patient Charge Status and the Sign-Out Summary tab are the same.)
Registering a Patient and Visit from the Patient Search Tab
To register a patient and their first visit from the Patient Search tab, follow the steps below. You can add any type of visit that is available at your organization.- Click the Patient Search tab.
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Search for a patient visit in one of the following ways to see if the visit exists:
- Enter data in the Patient Search Criteria and/or Visit Search Criteria fields, and then click the Search for Visits button.
- Choose a patient list from the Select a Patient List drop-down, and then click the Run Patient List Search button.
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Add a new visit.
- If some visits for your patient are listed, but not the specific visit you want to add, click one of the patient’s visits to select it, click the Create Visit drop-down button, and then select a visit type to add a visit to the existing patient.
- If visits for other patients are listed, but not for your specific patient, do not select any visits from the results. Instead click the Create Visit drop-down button, and select a visit type to add both the patient and their first visit.
- If no visits match your criteria, the following message is displayed: “No Visits Found. Create a new visit from the search criteria by clicking on one of the visit types below” followed by a list of blue visit type links. Click one of the visit type links to create the patient and add their first visit at the same time. The list of visit types varies by institution and can include visit types such as Inpatient, Outpatient, ER, Pre-Registration, or Recurring visits.
- On the manual registration screen enter the patient and visit information. The information you used as your search criteria is already entered in the appropriate fields. Enter or modify the data in the Patient Information and Visit Information fields. Required fields are marked with a red asterisk.
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Select the destination patient list(s) where you want to add the patient visit(s) from the Add Patient to List(s) drop-down located in the top left corner of the screen. The patient list that you had selected in the Patient List tab is selected by default. If you click the drop-down list, all your favorite patient lists display for selection. If you cannot find the patient list(s) you want, click the search… link and enter any of the following search criteria in the Search for patient list(s) window:
- Select a department from the Department drop-down to display patient lists where the “owner” is in the selected department. Click Search .
- Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Included in Views field.
- Select the reason for adding the patient from the Reason drop-down if displayed. If Reason is displayed, you must specify why you are adding this patient visit to your patient list by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Adding Patients Manually enabled.
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Save your work:
- Click Add and Save to save the patient and visit information, and also add the patient visit to your selected destination patient list(s) displayed in the Select a Patient List drop-down.
- Click Save and Add Charge to save the patient and visit information, add the patient visit to your selected patient list(s) displayed in the Select a Patient List drop-down, and go on to enter charges for the patient visit.
- Click Save and Edit Sign-Out to save the patient and visit information, add the patient visit to your select destination patient list(s) displayed in the Select a Patient List drop-down, and go on to edit the patient’s sign-out information.
The Save and Edit Sign-Out button is present only if your organization has implemented the Sign-Out application, and the Sign-Out Create/Edit Access preference in your user profile allows you to edit sign-out data.- Click Cancel to exit without saving the patient and visit information or adding patient visit to a patient list.
- If the destination patient list(s) are either a List or Assignment list, the selected patient visits are added to your List(s) or Assignment list(s). The Add Patient(s) to your patient list screen with your results remains open so that you can continue searching for and adding patient visits to your patient list(s).
If you select the master Assignment list, the patient visit(s) will also be added to the Unassigned sublist unless you also selected a different sublist of the master Assignment list. If you select a sublist, the patient visit(s) will also be added to the master Assignment list if it is not already selected.
- If any of the destination patient list(s) is a View, the Add Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Add to Patient List(s) button.
If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
Registering a Patient and Visit from the Schedule Tab
When registering a patient and their first visit from the Schedule tab, your organization may allow you to add only certain types of visits. For example, some organizations only allow outpatient visits to be manually added from the Schedule tab. To add the other types of visits, use the Patient Search tab (see Registering a Patient and Visit from the Patient Search Tab). Typically, a provider or administrator is already in the process of viewing the schedule for today when they determine that a patient and their first visit needs to be added (as in the case of a walk-in or last-minute sick visit for a new patient).- Click on the Schedule tab and enter the search criteria to find the schedule you want (for information about the Schedule tab, see Viewing Schedules).
- Click on the Create Visit button. The Create Scheduled Visit screen opens.
- Follow the instructions for Registering a Patient and Visit from the Patient Search Tab, starting with Step 2.
Manually Adding a Visit to a Patient
You can manually add a visit to a patient who is already registered in either the source ADT/Registration system or directly in the Commure Pro system. This can be done from the Patient Search, Schedule, Patient List, Patient Charge Status, or Sign-out Summary tab, as described in the following sections:- Manually Adding a Visit from the Patient Search Tab
- Registering a Patient and Visit from the Schedule Tab
- Manually Registering a Patient and/or Visit to Add to Selected Patient Lists (In this workflow, after manually adding the visit, it is immediately added to the provider’s list. The instructions for the Patient Charge Status and Sign-Out Summary tabs are the same.)
Manually Adding a Visit from the Patient Search Tab
To manually add a visit to an existing patient from the Patient Search tab, first search the system to find the patient and make sure that the visit does not already exist. If the patient exists, but not the visit, then you can add the visit to the patient, secure in the knowledge that it is not a duplicate.- Click the Patient Search tab.
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Search for patient visits in one of the following ways to see if the visit exists:
- Enter data in the Patient Search Criteria and/or Visit Search Criteria fields, and then click the Search for Visits button.
- Choose a patient list from the Select a Patient List drop-down, and then click the Run Patient List Search button.
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Add a new visit.
- If some visits are listed for the patient, but not the specific visit you want to add, click on any of those visits to select the patient, then click the Create Visit drop-down list, and select a visit type.
- If no visits are listed for the patient, click the Search for Patients button to search for the patient.
- If the patient is listed, click the name to select it, click the Create Visit drop-down list, and then select a visit type.
- If the patient is not listed, you must register the new patient and add their first visit.
- Enter the Visit Information on the registration screen. The Patient Information fields are filled in based on the patient or visit that you selected. In the Visit Information section, enter the data for this visit. Required fields are marked with a red asterisk.
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Select the destination patient list(s) where you want to add the patient visit from the Add Patient to List(s) drop-down located in the bottom left corner of the screen. The patient list that you had selected in the Patient List tab is selected by default. If you click the drop-down list, all your favorite patient lists display for selection. If you cannot find the patient list(s) you want, click the search… link and enter any of the following search criteria in the Search for patient list(s) window:
- Select a department from the Department drop-down to display patient lists where the “owner” is in the selected department. Click Search .
- Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Included in Views field.
- Select the reason for adding the patient from the Reason drop-down if displayed. If Reason is displayed, you must specify why you are adding this patient visit to your patient list by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Adding Patients Manually enabled.
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Save your work to add the manually registered patient visit to the selected patient list(s):
- Click Add and Save to save the patient and visit information, and also add the patient visit to your selected destination patient list(s) displayed in the Add Patient to List(s) drop-down.
- Click Save and Edit Sign-Out to save the patient and visit information, add the patient visit to your select destination patient list(s) displayed in the Select a Patient List drop-down, and go on to edit the patient’s sign-out information.
The Save and Edit Sign-Out button is present only if your organization has implemented the Sign-Out application, and the Sign-Out Create/Edit Access preference in your user profile allows you to edit sign-out data.- Click Save and Add Charge to save the patient and visit information, add the patient visit to your selected patient list(s) displayed in the Select a Patient List drop-down, and go on to enter charges for the patient visit.
- Click Cancel to exit without saving the patient and visit information or adding patient visit to a patient list.
- If the destination patient list(s) are either a List or Assignment list, the selected patient visits are added to your List(s) or Assignment list(s). The Add Patient(s) to your patient list screen with your results remains open so that you can continue searching for and adding patient visits to your patient list(s).
If you select the master Assignment list, the patient visit(s) will also be added to the Unassigned sublist unless you also selected a different sublist of the master Assignment list. If you select a sublist, the patient visit(s) will also be added to the master Assignment list if it is not already selected.- If any of the destination patient list(s) is a View, the Add Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Add to Patient List(s) button.
If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
Manually Adding a Visit from the Schedule Tab
The Schedule tab can be used to add visits to existing patients. Your organization may limit the types of visits you can add. For example, some organizations only allow outpatient visits to be manually added from the Schedule tab. To add other types of visits, use the Patient Search tab (see Manually Adding a Visit from the Patient Search Tab). Typically, a provider or administrator is already in the process of viewing the schedule for today when they determine that a visit needs to be added for a patient (as in the case of a walk-in or last-minute sick visit).- Click on the Schedule tab and enter the search criteria to display the schedule you want to see (for information regarding the Schedule tab, please refer to Viewing Schedules).
- Click on the Create Visit button. The Create Scheduled Visit screen opens. It is very similar to the screen seen after clicking on the Patient Search tab.
- Follow the instructions for Manually Adding a Visit from the Patient Search Tab, starting with Step 2. The remainder of the steps are identical to those for adding a visit from the Patient Search tab, with two minor differences. First, your organization may allow only certain types of visits to be added from the Schedule tab. Second, when the system displays the Visit Information fields, it automatically defaults an appointment date, scheduled provider, and/or medical service, if the search criteria on the Schedule tab contained only one appointment date, one provider, and/or one medical service.
Editing a Patient
You can edit patient demographic information from the Patient Search, Schedule, or Patient List tabs. It does not matter which option you use to edit the patient’s information. Just select an option to which you have access, or select the one with which you are most familiar.If the patient was interfaced from your source ADT/Registration system, you might not be able to edit some of the fields. Even if you are able to modify them, keep in mind that changes you make here affect only the data in the Commure Pro system. Those changes will not be reflected in your source system. In fact, the next time information for that patient is interfaced to the Commure Pro system, the data from the ADT/Registration system will overwrite the data you manually entered in the Commure Pro system. As a result, you should correct the information in your source system as well.
Editing a Patient from the Patient Search Tab
To edit basic patient demographic information from the Patient Search tab, follow these steps:- Click the Patient Search tab.
- Locate the patient by entering search criteria and then clicking the Search for Patients button.
- Select the patient from the results display by clicking on it.
- Click the Edit button at the bottom of the screen. The patient’s demographic information is displayed. Click on the field(s) you want to edit and make the changes. If Patient Photos functionality is enabled for your hospital, the Photos button is available in the top-right corner of the window. For details on who can view photos and using the image viewer, see Viewing Patient Photos While Editing a Patient.
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Click one of these buttons:
- Save: To save your changes to the patient information.
- Save and Add Charge: To save your changes to the patient and/or visit and then go on to enter charges for the patient visit.
- Verify: To verify the patient (available only if the patient you are editing is unverified, and if you have permission to verify patients). If you want to verify the patient and save your changes to the patient information, click Verify, then Save.
- Cancel: To exit without saving.
Editing a Patient from the Patient List Tab
To edit basic patient demographic information from the Patient List tab, follow these steps:- Click the Patient List tab and then click on a patient from your list to select it.
- Click the Patient Detail display option. The Patient Data Display area shows the Patient Detail window.
- Click the Edit Patient button at the top of the display pane. The Edit Patient window opens.
- Click on the field(s) you want to edit and make the desired changes. If Patient Photos functionality is enabled for your hospital, the Photos button is available in the top-right corner of the window. For details on who can view photos and using the image viewer, see Viewing Patient Photos While Editing a Patient.
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Click one of these buttons:
- Save: To save your changes to the patient information.
- Verify: To verify the patient (available only if the patient you are editing is unverified, and if you have permission to verify patients). If you want to verify the patient and save your changes to the patient information, click Verify, then Save.
- Cancel: To exit without saving.
Editing a Patient from the Schedule Tab
To edit basic patient demographic information from the Schedule tab, follow these steps:- Click on the Schedule tab and enter the search criteria to display the outpatient visits in which you are interested (for information regarding the Schedule tab, please refer to Viewing Schedules).
- Click on the Details icon associated with any outpatient visit on the schedule. The system opens the Patient Data Display for the selected patient, with all of the standard display options listed on the left side of the screen.
- Follow the instructions for Editing a Patient from the Patient Search Tab, starting with Step 2.
Viewing Patient Photos While Editing a Patient
When opening the Edit Patient window from either the Patient Search tab or the Patient List tab (as described in Editing a Patient from the Patient Search Tab and Editing a Patient from the Patient List Tab), users may have access to photos that exist for the patient. The ability to view photos is based on an individual’s user settings. To view patient photos:-
Click the Photos button in the top-right corner of the window.
For users with rights to view patient photos, available photos are displayed in a new window. If no photos are available for the patient, or the user does not have rights to view patient photos, the following message appears: “There are no photos for the current patient.”
- Each photo is displayed in a row with the date and time the photo was taken, the name given to the photo (or the default if none was given), the user who created the photo, a thumbnail image of the photo, and an option to delete the photo, if you have rights to do so.
- You may change the order in which Photos are sorted by clicking on a column heading. For example, clicking the Title heading would sort the photos alphabetically by photo name.
- The most recent photos are displayed initially, and the number of photos listed is based on an institution-level setting. If you are looking for a photo that you do not see in the results list, click the Get More Photos button at the bottom of the list. If additional photos exist, they are added to the bottom of the existing list incrementally based on the institution-level setting.
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To view a photo, click on the row in the list. The photo opens inside an image viewer.
- Click Previous or Next to navigate to additional photos in the list.
- Click Close to close the image viewer.
- For additional details on viewing photos and using the viewer controls available in the image viewer, see Viewing Patient Photos.
- Close the photo and then the Patient Photos window when you have finished.
Editing a Visit
You can change the details of a visit for patient, such as adding a discharge date, changing a provider, or changing insurance or guarantor information. These actions can be performed from the Patient Search, Schedule, Patient List, or Sign-Out Summary tabs. It does not matter which option you use to edit visit information. Just select an option to which you have access, or select the one with which you are most familiar.Keep in mind that whether or not a visit data item is editable is based on the origin of the visit data. If you are editing a visit that has been interfaced from your source ADT/Registration system, you may not be able to modify some of the fields. Even if you are able to modify them, the changes you make here only affect the data in the Commure Pro system. Those changes will not be reflected in your source system. In fact, the next time information for that visit is interfaced to the Commure Pro system, the data from the ADT/Registration system will overwrite the data you manually entered in the Commure Pro system.
Editing a Visit from the Patient Search Tab
To edit a visit, follow these steps:- Click the Patient Search tab.
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Locate the patient visit by either:
- Selecting a patient list from the Select a Patient List drop-down list and then clicking the Run Patient List Search button, or
- Entering some patient or visit search criteria and then clicking the Search for Visits button.
- Select the visit from the results display by clicking on it.
- Click the Edit button. The information associated with this visit is displayed. Click on the fields you want to edit and make the changes If Patient Photos functionality is enabled for your hospital, the Photos button is available in the top-right corner of the window. For details on who can view photos and using the image viewer, see Viewing Patient Photos While Editing a Patient.
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Click one of these buttons:
- Save: To save your changes to the patient and/or visit information.
- Save and Add Charge: To save your changes to the patient and/or visit and then go on to enter charges for the patient visit.
- Verify: To verify the patient (available only if the patient you are editing is unverified, and if you have permission to verify patients). If you want to verify the patient and save your changes, click Verify and then Save (or Verify and then Save and Add Charge).
- Cancel: To exit without saving.
Editing a Visit from the Patient List Tab
To edit a visit, follow these steps:- Click the Patient List tab and then click on a patient from your list to select it.
- Click the Visits display option. A list of the patient’s visits is displayed.
- Click on the visit that you wish to edit. The details of that visit are displayed in the Visit Detail pane.
- Click the Edit Visit button at the top of the display pane. The Patient/Account Edit window opens.
- Click each field you want to change and make the edits. If Patient Photos functionality is enabled for your hospital, the Photos button is available in the top-right corner of the window. For details on who can view photos and using the image viewer, see Viewing Patient Photos While Editing a Patient.
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Click one of these buttons:
- Save: To save your changes to the patient and/or visit information.
- Save and Add Charge: To save your changes to the patient and/or visit and then go on to enter charges for the patient visit.
- Verify: To verify the patient (available only if the patient you are editing is unverified, and if you have permission to verify patients). If you want to verify the patient and save your changes, click Verify and then Save (or Verify and then Save and Add Charge).
- Cancel: To exit without saving.
Editing a Visit from the Schedule Tab
To edit a visit, follow these steps:- Click on the Schedule tab and enter the search criteria to find the outpatient visits you want (for information about the Schedule tab, see Viewing Schedules).
- Click on the Details icon associated with any outpatient visit on the schedule. The Patient Detail page for the selected patient opens. All of the standard display options are listed on the left side of the screen.
- Follow the steps for Editing a Visit from the Patient List Tab, starting with Step 2.
Viewing Patient Photos While Editing a Visit
When opening the Edit Visit window from either the Patient Search tab or the Patient List tab (as described in Editing a Visit from the Patient Search Tab and Editing a Visit from the Patient List Tab), users may have access to photos that exist for the patient. The ability to view photos is based on an individual’s user settings. To view patient photos:-
Click the Photos button in the top-right corner of the window.
For users with rights to view patient photos, available photos are displayed in a new window. If no photos are available for the patient, or the user does not have rights to view patient photos, the following message appears: “There are no photos for the current patient.”
- Each photo is displayed in a row with the date and time the photo was taken, the name given to the photo (or the default if none was given), the user who created the photo, and an option to delete the photo, if you have rights to do so.
- You may change the order in which Photos are sorted by clicking on a column heading. For example, clicking the Title heading would sort the photos alphabetically by photo name.
- The most recent photos are displayed initially, and the number of photos listed is based on an institution-level setting. If you are looking for a photo that you do not see in the results list, click the Get More Photos button at the bottom of the list. If additional photos exist, they are added to the bottom of the existing list incrementally based on the institution-level setting.
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To view a photo, click on the row in the list. The photo opens inside an image viewer.
- Click the Previous button or the Next button to navigate to additional photos in the list.
- Click the Close button to close the image viewer.
- For additional details on viewing photos and using the viewer controls available in the image viewer, see Viewing Patient Photos.
- Close the photo and then the Patient Photos window when you have finished.
Cancelling a Visit
You can cancel a visit that was posted in error, or if it was cancelled by the patient or provider at the last minute. You can also cancel several appointments at once, for example, if a provider calls in sick. At some sites, users can cancel only those visits that have been manually entered directly in the Commure Pro system. However, some organizations may also allow users to cancel visits that have been interfaced from the source scheduling or ADT/ registration system. Cancelling visits can be performed from both the Patient Search and Schedule tabs. Use this feature with caution, as you may not be able to “undo” a cancellation, depending on how your organization has configured the system. Some organizations may include the Status field on the visit screen, in which case, you could edit the visit and change its Status from “Cancelled” back to “Active.” Other organizations may not make the Status field visible or editable, in which case, you would have to add a new visit to reinstate the incorrectly cancelled visit. You can also view the visits that have been cancelled by checking the Include Cancelled Visits check box on the patient/visit search screen.Cancelling a Visit from the Patient Search Tab
To cancel one or more visits from the Patient Search tab, do as follows:-
Click the Patient Search tab to locate the visit. Choose one:
- Select a patient list from the Select a Patient List drop-down list and then click the Run Patient List Search button, or
- Enter some patient or visit search criteria and then click the Search for Visits button.
- Select one or more visits from the results list by clicking on them.
- Click the Cancel Visit(s) button. A message box appears asking you to confirm that you wish to cancel the visit.
- Click Yes to cancel the visit.
Cancelling a Visit from the Schedule Tab
To cancel a visit from the Schedule tab:- Click on the Schedule tab and enter the search criteria to find the outpatient visits you want (for information regarding the Schedule tab, please refer to Selecting Criteria for the Schedule Display).
- Click on the outpatient visit(s) that you want to cancel from the results display. To select more than one appointment at a time, hold down the Control key on your keyboard, while clicking on the individual appointments with your mouse. Or, to select all appointments currently displayed, click the Select All button.
- Click on the Cancel Visit button. A message is displayed asking you to confirm that you want to cancel the visit(s).
- Click Yes to cancel the visit. Click No if you do not want to cancel the visit.
Reassigning Visits to New Providers or Services
You can reassign visits from Patient Search, Schedule, and Sign-Out Summary tabs. You can assign one or more patient visits to a new healthcare provider or service, such as a new scheduled provider, care manager, hospitalist, night hospitalist, medical service, or whatever roles exist within your organization. It is a useful tool in managing patient care across shifts within a healthcare facility. For example, in an inpatient setting, a provider who is going off duty can reassign his patients to a new provider. Or in an outpatient setting, if a provider calls in sick, you could reassign those appointments to a new provider.If the visit was originally posted in your source ADT/Registration system, the provider or service is not changed in that system.
Reassigning Visits from the Patient Search Tab
From the Patient Search tab, you can reassign patient visits as follows:- Click the Patient Search tab.
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Locate the patient visit(s) by either:
- Selecting a predefined search from the drop-down list and then clicking the Run Predefined Search button, or
- Entering some patient or visit search criteria and then clicking the Search for Visits button. For example, you might search for all appointments with a particular provider on a particular date.
- Select one or more visits from the results display by clicking on them.
- Click the Reassign Visit(s) button. The Reassign Visit(s) dialog box appears displaying a drop-down list for each kind of care provider or service that can accept assignments.
- Search for and select the appropriate provider and/or service. You can assign patients to a scheduled provider, hospitalist, care manager, attending physician, or medical service group, depending on how your facility is organized. If you leave any field blank, it effectively removes the previous provider or service from the selected visits.
- Click the OK button to reassign the patient(s) to the selected provider and/or service.
Reassigning Visits from the Schedule Tab
From the Schedule tab, you can reassign patient visits as follows:- Click on the Schedule tab and enter the search criteria to find the outpatient visits you want (for information regarding the Schedule tab, see Selecting Criteria for the Schedule Display).
- Select the visit you want to reassign by clicking on it. To select more than one appointment at a time, hold down the Control key on your keyboard, while clicking on the individual appointments with your mouse. Or, to select all appointments currently displayed, click the Select All button.
- Click on the Reassign Visit button. The Reassign Visit(s) popup window displays a drop-down list for each kind of provider or service that can accept assignments.
- Select the appropriate provider and/or service. You can assign patients to a scheduled provider, hospitalist, care manager, attending physician, or medical service group, depending on how your facility is organized. If you leave any field blank, it effectively removes the previous provider or service from the selected visits.
- Click the OK button to reassign the patient(s) to the selected provider and/or service, or click Cancel to close the window without saving your changes.
Moving a Visit from One Patient to Another
If your organization has implemented this feature, you can move a visit from one patient to another. This action can be customized to suit your organization’s needs, so that only appropriate visits are allowed to be moved. For example, some organizations might allow only manually added visits to be moved, while others might allow any visit to be moved (both manually added and authenticated). The most common reason for moving a visit is when a visit is accidentally entered for the wrong patient. For example, a clerk might enter a visit for Anne Jones when they should have entered it for Angela Jones. To correct the problem, the user selects the “candidate” visit (the incorrect visit for Angela Jones) and moves it to the “target” patient (the correct patient, Anne Jones). Moving a visit is just what it sounds like: all of the visit data is moved from one patient record to another. Depending on how your system is configured, you may or may not be able to undo a move that was made in error. In some organizations, you can simply move the visit back to the original patient. In other organizations, you will have to cancel the visit that was incorrectly moved, and manually re-enter the visit for the original patient. To move a visit from one patient to another, follow the steps below.- Click the Patient Search tab.
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Locate the candidate visit by either:
- Selecting a patient list the Select a Patient List drop-down list and then clicking the Run Patient List Search button,
- Entering some patient or visit search criteria and then clicking the Search for Visits button. Your organization may have implemented a search criteria field that lists the visits that can be moved. If so, there may be a check box labeled Show only Mergeable, or Merge Candidates, or something similar.
- Identify the candidate patient and visit that you want to move, and click the Merge link (located in the Merge column on the far right side of the screen). A dialog box is displayed asking you whether you want to move visits, merge visits, or merge patients.
- Click the Move Visits button. The Merge screen is displayed.
- Select the target patient onto whose record you wish to move this visit. If you need to search for the target patient, edit the search criteria to describe the target patient, and then click the Search for Patients button.
- Select the target patient from the search results by clicking on the row containing their name and then click the Resolve button. When the move is done, the Patient Search tab is displayed showing your initial search criteria. You can use the current criteria, or modify it, to view the newly moved visit.
Merging Visits
If your organization has implemented this feature and you have administrative privileges, you can merge two visits for the same patient so that all the data associated with the visit, including visit information, charges, tasks, problems, and forms are merged into one visit. The Merge Visits function can be customized to suit your organization’s needs. For example, some organizations might allow merging only for non-verified visits for manually registered patients, while others might allow any visit to be merged (both authenticated and manually registered patients). When you merge visits, the “candidate visit” information is moved into the “target visit.” If there are differences between the two visits, the target visit takes precedence. It’s a good idea to compare all the information in the two visits before you do the merge. If there’s a discrepancy between the two visits, such as location or admittance time, make sure that the visit information you want to keep is in the target visit. Merged visits cannot be unmerged. Here are some common scenarios:- Anne S, an authenticated patient, arrives for her scheduled visit. After doing a blood draw, the technician makes a note of the visit or enters a charge for it. Then when Dr. Smith sees Anne, he unintentionally adds a second visit for the day on his handheld device and enters a charge for the office visit. Later that day, someone realizes that the two visits are actually visits for the same date, so they do a Merge Visit. In this scenario, either visit could be designated as the “candidate visit” or the “target visit” because the visit information is the same and the only changes were charge information. After the visit merge, there is one visit with both charges on it.
- Harry M, a new patient, is first seen in the ER. The resident manually registers him quickly, entering only the required information, and creates the ER visit at the same time. Shortly afterwards, a nurse, using Search for Patients, finds Harry’s name and adds another ER visit. She fills in all the details in the Patient Information and Visit Information sections. In this scenario, the visit entered by the doctor would be the candidate visit, since it has minimal information, and the visit that the nurse created would be the target visit, since it contains all the patient and visit details. After the visit merge, there is one visit with all the patient and visit details.
- Click the Patient Search tab.
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Locate the candidate visit by either:
- Selecting a patient list from the Select a Patient List drop-down list and then clicking the Run Patient List Search button, or
- Entering some patient and/or visit search criteria and then clicking the Search for Visits button.
- Click the candidate visit that you want to merge, and then click the Merge link (located in the Merge column on the far right side of the screen). A dialog box is displayed asking you if you want to move visits, merge visits, or merge patients.
- Click the Merge Visits button. The Merge screen is displayed.
- Select the target visit from the search results by clicking on the row. If you need to search for the target visit, edit the search criteria to describe the target visit, and then click the Search for Visits button.
- Click the Resolve button to merge the candidate visit into the target visit. Click Cancel if you want to return to the Patient Search Criteria page without merging the visits.
Merging Patients
If your organization has implemented this feature and you have administrative privileges, you can merge two patients and their associated visit information together into one patient record. This action essentially says, “these two patients are the same person.” The merge function can be customized to suit your organization’s needs, so that only appropriate patients and visits are allowed to be merged. For example, some organizations might allow only manually added patients or visits to be merged, while others might allow any patient or visit to be merged (both manually registered and authenticated). See Allowed Patient/Visit Merges to view a table that outlines all the merges that are allowed. Here are some common scenarios:- A new patient and the first visit is manually registered in the Commure Pro system on a temporary basis, before being officially registered in the source ADT/Registration system. Once the patient has been registered in the source system, the manually registered patient is merged with the authenticated patient, so that all the data is consolidated into one record. In this scenario, the manually registered patient is referred to as the “candidate,” and the authenticated patient is the “target.”
- A patient is already registered in your source ADT/Registration system. However, a clerk accidentally manually registers the patient and adds a visit in the Commure Pro system. Now two records exist for the same patient. They are merged to correct the problem. The manually registered patient is the “candidate,” and the authenticated patient is the “target.”
- One patient is manually registered twice in the Commure Pro system (once with the name misspelled) and possibly different visits on each record. The two manually registered patient records are merged into one to consolidate their information. After the merge, all of the visits are associated with one patient record. In this scenario, the “candidate” is the patient with the misspelled name, and the “target” is the one with the correct demographic information.
- Click the Patient Search tab.
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Locate the candidate patient and their visit(s). Choose one method:
- Select a patient list from the Select a Patient List drop-down list and then click the Run Patient List Search button.
- Enter some patient search criteria and then click the Search for Patients button. Your organization may have implemented a search criteria field that specifically selects visits for which it allows merges. If so, there may be a check box labeled Show only Mergeable, or Merge Candidates, or something similar.
- Enter some patient and/or visit search criteria and then clicking the Search for Visits button. Again, you may also use the Show only Mergeable or Merge Candidates criteria, if available.
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Select the candidate patient or visit that you want to merge, and click the Merge link (located in the Merge column on the far right side of the screen). If the candidate patient has more than one visit, click the Merge link for any one of those visits.
The Merge screen opens.If you performed a Search for Visits in Step 2, a dialog box is displayed asking whether you want to move visits, merge visits, or merge patients. Click the Merge Patients button.
- Search for the target patient with whom you wish to merge this candidate patient and visit(s). Note that the Last, First, and DOB fields are automatically filled in, based on the candidate visit that you selected on the Patient Search tab. If necessary, edit the search criteria to describe the target patient with whom you want to merge the candidate patient. Then click the Search for Patients button. Patients that match your search criteria are displayed.
- Select the target patient from the search results by clicking on the row containing their name and then click the Resolve button. Click Cancel if you want to exit without merging. After merging, the Patient Search tab is displayed, and the screen is refreshed based on your initial search criteria. You can use the current criteria, or modify it, to view the newly merged patient and visits.
Unmerging Patients
If a candidate patient and their visit(s) were incorrectly merged with the wrong target patient, you can unmerge them. Use the Merge History display to view the details of the two original records that were merged, and then decide whether or not they need to be unmerged.You must have administrative privileges to use the Merge History display.
- Select the target patient on the Patient List tab, or select the target patient on the Patient Search tab and click the Details icon .
- Click the Patient Detail display item.
- Click the Merge History link. The Merge History window opens. The left side of the Merge History display (labeled Main Patient) shows you the details of the original target patient. The right side of the screen (labeled Merged Patient) shows you information about the candidate patient that was merged with the target, as well as all of the visits that were originally associated with the candidate. You may click on any visit associated with the candidate patient to see further details about it, such as guarantor or insurance information.
- If after reviewing the Merge History, you determine that the two patients were merged in error, you can reverse the merge, thereby separating the patient records and restoring them to their original states. To do so, click the check box in the Unmerge column, and then click the Unmerge button at the bottom of the screen. The patient record is split back into the original separate records for the candidate and target. If necessary, you can now match the candidate patient with the correct target patient and merge them, as described in Merging Patients.
Verifying Manually Registered Patients
When manually registering a patient on the web or handheld platform, the patient is either verified or non-verified when it is initially created, based on the following setting: If a manually registered patient is non-verified at the time of creation, an administrator or other authorized user can confirm or complete the patient’s information at a later time, and then mark these patients as verified. To change a manually registered a patient’s status from non-verified to verified, follow these steps:-
Click the Patient Search tab and locate the patient visit. Choose one:
- Select a patient list from the Select a Patient List drop-down list and then click the Run Patient List Search button, or
- Enter some patient search criteria and then click the Search for Patients button. When using the Search for Patients button, you can also select “Show Only Non-Verified Patients” from the Non-Verified Patients drop-down list to limit your search to only patients that are non-verified.
- Enter some patient and/or visit search criteria and then click the Search for Visits button.
- Select the patient visit(s) that you want to mark as verified by clicking on their row(s). Non-verified visits have quotation marks around the patient name, indicating their non-verified status (for example, “FOTTLER, JOHN”).
- Click the Verify button. The Verify Visit(s) window is displayed, indicating that the visit is now verified.
- Click OK to close the window. The patient is now verified and appears with an asterisk after their name in all displays (for example, FOTTLER, JOHN*).
- Admin - User - Patient List - Can Add/Edit Commure Pro Patients
Allowed Patient/Visit Merges
The table below outlines the types of merges that are possible in the Commure Pro system. Each organization can determine which types they want to allow. However, it is important to note that there are interdependencies; enabling one type may require enabling another, or disabling one type may disable another. Contact your Commure Pro representative for more information.Merge Capability Matrix
| Type of Merge | Commure Pro with Commure Pro Repository | MEDITECH with Downtime Solution (Single Domain) | MEDITECH with Downtime Solution (Multi-Domain) |
|---|---|---|---|
| Merge two authenticated patients from the same domain | Yes | No | No |
| Merge two authenticated patients from different domains | N/A | N/A | No |
| Merge two patients that were manually registered directly in Commure Pro | Yes | Yes | Yes |
| Merge a manually registered patient with an authenticated patient | Yes | Yes | Yes |
| Merge two manually created visits for the same patient | Yes | No | No |
| Merge two authenticated visits for the same patient | Yes | No | No |
| Merge two visits (authenticated and manually created) for the same patient | Yes | No | No |
Common Registration Scenarios
This section provides step-by-step instructions for some common operations. It is intended as a quick reference guide for common tasks.Scenario 1: Find all patients who were admitted today, and assign them to a specific provider or group.
To complete this scenario, do as follows:- Click the Patient Search tab.
- Set Admit in last N days to 0.
- Click the Search for Visits button.
- From the search results, click the Select All link in the first column.
- Click the Reassign Visit button.
- In the popup window, select the specific provider or medical service to whom you want to assign these visits.
- Click the OK button in the popup window to complete the reassignment.
Scenario 2: Cancel all visits today for a specific provider.
To complete this scenario from the Patient Search tab, do as follows:- Click the Patient Search tab.
- Set Appointment Date equal to today’s date and select the provider in the Scheduled MD field.
- Click the Search for Visits button.
- From the search results, click the Select All link in the first column.
- Click the Cancel Visits button.
- Click the OK button in the pop-up window to complete the cancellation.
To complete this scenario from the Schedule tab, do as follows
- Click on the Schedule tab.
- Set the Timeframe equal to Today and select the provider in the Providers field.
- Click the Select All button.
- Click the Cancel Visit button.
- Click the Yes button in the pop-up window to complete the cancellation.
Scenario 3: Find all patients who were discharged yesterday, and add a discharge diagnosis.
To complete this scenario, do as follows:- Click the Patient Search tab.
- Set D/C in last N days to 1.
- Click the Search for Visits button.
- From the search results, click the Discharge column heading to sort the results. (The search results include both current and discharged patients.)
- Click on a visit to select it, and then click the Edit button.
- Enter the required information into the Discharge Diagnosis text field.
- Click the Save button to store the information and return to the Patient Search screen.
- Repeat steps 5, 6 and 7 for the next visit.
Scenario 4: Find all patients who were manually registered recently and merge them to authenticated patients.
To complete this scenario, do as follows:- Click the Patient Search tab.
- Set Admit in last N days to 7 and check the Show only mergeable check box.
- Click the Search for Visits button.
- From the search results, select a patient visit to resolve by clicking the Merge link for that visit.
- On the Merge screen, enter search criteria to find a potential authenticated patient for resolution and click the Search for Patients button.
- Select the authenticated patient to whom you wish to resolve the visit.
- Click the Resolve button.
- In the pop-up dialog box, click the Merge Patients button. The patients are merged and the Patient Search screen is displayed.
- Repeat Steps 4 through 8 for the next patient.