Generate a Health Maintenance Report
*REQUIRED FOR MEANINGFUL USE: CLICK HERE TO VIEW THE MEANINGFUL USE ROADMAP
- OR Patient Reminders
Create a Health Maintenance Letter
A user must first create a Health Maintenance Letter in Document Designer before a the report can be printed as Health Maintenance Report. To learn more about Document Designer, see the following link: Document Designer. There is an existing design that can be used for generic Health Maintenance items, which can be found by searching the available designs for "Health Maintenance".
Generate Report
Once the report has been created, go to Tools>Generate HM Report.
Select Rules
In the Rules to find field, Click the All Rules list item, or Click the Browse button to select one or more Rules or Rule Sets. A list of patients with selected rule(s) will display.
Choose Dates
In the Due on or before field, Click the down-arrow, then Click on the date to search for rules due by. Click Print.
To print a letter to the patient, Press the Report button, and Click the Health Maintenance list item in the Select Document Design list. Press the OK button.
Save a Copy
A user will be prompted to Save a Copy of Document to Correspondence Out for each patient listed. Fill in the appropriate fields, and Click the Create button. This will save a copy of the letter in the Correspondence Out section of each selected patient's chart.
Patient List
To print a list of the patients with Health Maintenance issues to be addressed, press the List button and when the Print Preview dialog opens, Click the Print button.
Meaningful Use Patient Reminders
When selecting Yes to print a Health Maintenance Report, a prompt will display with the above message regarding to include the listed patients in the numerator of the Meaningful Use Patient Reminder calculations.