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Printable Medical Billing Forms document sample
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Page 1 / 26 9/24/2010
OSCAR BC USER"S WISHLIST
Request/Issue Priority Status Notes
1 1
Billing Module
1 2 generate only 1 teleplan file per clinic, not high in progress currently generating 5 files at a time at Bayswater, but only 1 is actually correct. Jay has
one for each doctor said he will look at this
1 3 Time never more than 60 min not started When entering a time in the start time box, should not be able to enter past 60:time is
entered in military time format. the first box for entering the time should only let you enter 0-
23 hours and the second box should only let you enter 00-59 minutes.
1 4 need prompt to bill tray fee with appropriate med in progress i.e. 00190 with 00044
procedure codes
1 5 Multiple accounts per physician on hold We need to be able to set up more than one account for each physician. For instance we
have “Dr. Wiebe in office” and “Dr. Wiebe out-of office” as two entirely separate accounts in
our system. We are able to print account reports that separate out the two accounts –one is
paid at 100% and one is paid at 60%. In Smart Series –we can separate out what was billed
under each of these accounts when printing the accounting reports. not clear if necessary
yet or whether you can just create another login
1 6 method to centrally update billing referral not started Peter Richards offered a central webservice
doctor list
1 7 ability to set a default of refer to or refer from low in progress could go under practitioner's billing preferences, would be different for each clinic and
or neither practitioner-has been built, but needs to be adjusted so that only occurs when a referral
doctor is entered
1 8 Multiple services and codes on same page important pending When billing > 1 service, would like to see all services and diagnostic codes on the same
page
1 9 Units drop down box beside fee code low not started Would like a box for units beside each fee code rather than at the bottom
1 10 Improve diagnostic code search stop Diagnostic codes are very difficult to search. During our session with Trudy, we tried
bulimia, cancer of the pancreas, counseling, pregnancy and PAP test without much
success.Group decided not necessary
1 11 Primary Care Demonstration Codes Low on hold Not a prioriy with us, but I think Coastal Health will require this, to enable a switch to
blended funding in the future. will build when req'd
1 12 Codes for complexity on hold As part of our demonstration project, we wanted the ability to code our patient population for
complexity eg, psychiatric illness, translator required or very limited English, poverty,
homelessness; # chronic diseases etc. WHO has a comlicated code set for this, but
expensive and too onerous and complex for us, so we wanted a tick box for quick use. will
build when req'd
2 13 WCB on hold when a WCB visit is billed it showed up in the billed report as WSIB. WCB does have new
name
2 14 WCB billing amounts are outdated and high ? Patti or Joel- Currently, all the rates are the ones that were created when Blake started to develop the
therefore get rejected comment WCB billing and they are quite out of date.
forward updates / suggestions to ckirkham@interchange.ubc.ca
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2 15 way to update WCB fees ? Patti or Joel- It would be wise to write a rate interface that users could update as the WCB rates change.)
comment
2 16 update current fees in WCB-all outdated high fees always rejected as all outdated. Joel is working on this
3 17 Private Billing
3 18 method to update private fee code list with ? Status Joel
new fee codes from BCMA database
annually when released each April
4 19
Lab
4 20 Medinet (Provincial Lab) High not started
4 21 PAPS downloaded from lab High not started I have heard that Wolf is working on this with BC Cancer AgencyThis would be via Medinet
in the past I believe -- has it changed?
4 22 other lab results: CDC, hospital, pathology, high not started
4 23 send a message to staff about a lab (ideally high in progress see message options below (from June meeting discussions)-message to an individual
to a general staff inbox so that any staff who complete and working well -waiting for "Tickler plus" from CAISE project as this should
is working that day can process request) serve this purpose -CAISE work didn't help-now working with Jay re possible task tab
(urgent tickler)
4 24 message: please pull paper chart on hold just using main message feature
4 25 ability to assign incoming labs over to not started
another doctor or locum
4 26 Standard Lab Form High pending Standard BC lab form (ideally would automatically show patient‟s name, address, PHN etc
as well as doctor info)-David has this working at Mac. I‟ve emailed him to ask how it was set
up. Jel adds – I am going to try scanning a form to see if I can do this. Using the example
file that David sent using the scanned image as a background.
4 27 Track missing tests controversial! on hold Ability to track tests ordered that never come back (ie patient didn‟t go, or result lost)
**Needs discussion by user group
4 28 graphing of testing vs. drugs low not started
4 29 standard xray, ultrasound requisitions high not started based on MOH standard forms, populae with doctor, clinic and patient data
4 30 generic midwifery requisition requested by June Friesen
4 31 removal of duplicate copies of labs high in progress issue is with pathnet
4 32 ability to undo an association if accidentally
linked unmatched lab result to wrong chart
4 33 automate downlaoding using open source
tools
4 34 next appt still showing up if cancelled (needs
to filter cancelled appts)
4 35 need ability to clear out someone elses high for example if a locum leaves the clinic and labs still arrive in their inbox
inbox
4 36 need ability to forward all labs to someone high for example-when on maternity leave do not want to come back to 6 months of labs waiting
else for review even if copies have gone to someone else
forward updates / suggestions to ckirkham@interchange.ubc.ca
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4 37 ability to change pt's demographic on lab requested at user group meeting May 30-may need clarification. I think this was if the lab
report had an error in the demographics or comes back with the wrong patient's name (I
had a swab done on a babe come back with mom's name (staff error) but there was no way
I could file it in baby's chart
4 38 TCI button-ability to set it to urgent or routine
5 39 WORK DESK /Main Screen
5 40 work desk concept-ability to choose which med not started Physician work desk page – a sort of front or home page that shows :lab results inbox,
view you use schedule, messages, unfinished notes, letter and renewals (like Wolf) this would really help
organize your work for the day. Jel adds – an interesting idea. Certainly for labs it is
important that there is a way for physician to see all waiting results and then that they have
been processed. ***need to discuss preferences at users meeting in May to build
consensus re what would work best/ also discuss with Ont
5 41 Urgent message inbox in progress some kind of flag for urgent messages /likely will come with tickler plus
6 42
Encounter Page
6 43 prompt doc that patient is allergic to high final testing
prescription
6 44 No Known Allergies tick box on encouter high pending would be ideal if this would show up on referral memo in allergy section
screen
6 45 Allergy onset and severity high not started have default to unknown -Jel's suggestion
6 46 ability to add custom allergy (like for things such as latex
prescription module)
6 47 Problem list –coded, but flexible enough to pending Input from Morgan would be good -how will problem list on eHS work?Jel adds – we would
enter quirky things need to define what we mean by problems. Currently we enter PMH, and „ongoing
concerns‟ in the encounter page. A coding system would be nice – again, we would need
to decide on what system. I am not sure what code structures out there are free – does
anyone have any leads on this? A coded problem list similar to that presented last fall for
the eHS would be an important enhancement link to eMS?
6 48 get rid of "Other medications" box on can enter any other medication as a custom drug now-so this is redundant; would need to
encounter page negotiate this with other users in Ontario etc.
6 49 ability to choose which info boxes at top of could clinics or users individulize this if we can't reach consensus-ie could one hide the
encounter page display "other medication" box
6 50 separate family and social history into very different topics
separte boxes on encounter page
6 51 Genogram med not started A genogram for family hx would a nice enhancement but may be difficult to generate a
flexible one.
forward updates / suggestions to ckirkham@interchange.ubc.ca
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6 52 Detailed Patient summary -could be a high for CK not started detailed patient info -to use for intake history, also needs to be updatable with out
clinical module or a form necessarily deleting old history (Colleen suggestes modeling after CFPC history forms see
CK's green and yellow sheets) To include smoking, alcohol use, drug use, caffeine intake,
exercise, diet, vaccine history (old info where no dates etc. exist), signif fam Hx items check
off list, reproductive history: menstrual Hx, pregnancies and outcomes, contraception,
previous PAPS, previous STDs, menopause, Ca++ and vit D, prostate problems, sexual
partner history, sexual orientation, history of abuse/assault, education, occupation,
relationship status, history of varicella, blood type, anaesthetic problems -** need group
opinion on this (if some of this were searchable it would be great. For example, last sprng
BC CDC recomended all gay men have meningitis vaccine -we have tons of gay men, but
no way to search for them in our data base)
6 53 Cumulative Patient Profile -quick , ? Jay was working on this
printable pt summary
6 54 show key items from intake history on such as smoking status, measurements may work for this
encounter page
6 55 have list from disease registry show up in unclear if everyone wants this-need consensus
problem list
6 56 Essential Coded data (wishlist): coded to high in progress extractable data now includes: drugs, allergies, immunizations, sex, PAP, prenatal care
recognized standard (EMS) parameters, very few recognized standards exist
a. Active Problem list
b. Medications
c. Allergies
d. Immunizations
e. Demographics –name, address,
telephone, emerg contact, age, sex
f. Lab data-blood work, PAP
g. Chronic disease markers: BP
h. Preventive Care markers: mammogram
results, stool for OB, PAP, smoking status
i. Prenatal care parameters
j.medical history surgical history family
medical history alerts and risks
6 57 Encounter Page/Progress Note Appearance Clare: The Progress note gets quite messy- looking when the date/ reason for visit and line
and Functions get inserted with every save (before signing I think). I find myself cleaning it up frequently.
6 58 formatting text on encounter Page high pending Is there any way to use bold or red font for important items (vaccines given etc) in the
progress notes. Or for example to bold title of visit CPx or diagnosis? It would be nice to
have some formatting options in the summary boxes across the top and the progress notes,
eg bold, u, italic, alignment, colour
6 59 Symbols etc pending Degree, micrograms, possiby check mark.
forward updates / suggestions to ckirkham@interchange.ubc.ca
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6 60 Autosave high pending Prompts to prevent deleting info when changing pages or an auto-save function (not sure if
this is possible on an internet application) Jel adds - Agree would be helpful. Incidentally, I
use a utility call ClipCache (Google it) so that I can store multiple items on the clipboard and
will frequently Copy when writing consults or long chart notes in case I do something stupid
that loses what I have typed. Clare: A smart automatic save would be a great
enhancement; lack of one has been quite frustrating. There is an automatic reminder to
save when you choose the simple exit, even if you already have saved. I tend to save
again to make sure. But there is no reminder to save if you close the encouter window at
the top of the screen, or if you switch screens.
6 61 Progress Note Drop-down header low not started Nice to have a drop down for type of encounter to start the progress note -eg Clinic visit,
Telephone, WCB, ICBC, Home Visit etc. I think Jay had offered an automatic tab function
to each : in a template, which would help.
6 62 ability to edit "reason for visit" on encounter then we would have clear summary list of reasons for visits available by clicking on the link
page (in square brackets beside date) just above the progress notes Encounter : Last name, First name
6 63 Drawing function low-med not started CK: Pictures of breast, back, vulva that we can draw on (for lumps, genital warts, back pain
etc) I use breast drawings in my charts most days -for lumps. Jel adds – I once had
drawing functionality in an EMR. We all thought it was great and then a few months down
the line we realised that none of the five of us were using it. So, I am not sure that this
would be high on my list. Clare: Nice to have markable drawings for reflexes, an abdomen,
breasts etc.
6 64 Ticklers high ? Ticklers –add a 2 year button (Carl‟s request)
6 65 Change name of tickler??? Reminder, recall low
6 66 attach documents to tickler ? Complete Jay-was this competed by CAISE project?
6 67 Ticklers only display for active patients not active, moved, deceased etc. Joel posted to CVS on Dec 5
6 68 Pap Reminder Letter or message that can high Automatic letter generated a month before Pap due (from Tickler list), and note that
be sent out on secure messaging reminder sent put in progress note. Jel, I think you have developed a letter? would save a
lot of staff time
6 69 show BMI on encounter page or other measurements such as smoking status etc.
6 70 dump BMI calculator into encounter page
6 71 have BMI calculator default to cm and kg
6 72
6 73 Edoc -ability to sort into folders, subfolders
6 74 OSCAR scratch high request form Jel to have a"scratch pad" for a daily to do list or similar
7 75 Preventive Health Care Module
7 76 ideal order for vaccine entry: location, then flows better with lot number at end
route, then lot number
7 77 diluent numbers for MMR, varivax
forward updates / suggestions to ckirkham@interchange.ubc.ca
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7 78 clarify how preventive manuevers get is this set by user, clinic or on CVS? Should there be an adult immunization category?
associated with each category-children,
women's health > 65 etc.
7 79 printable immunization list high in progress with patient name and Doctor's info
7 80 decision support for immunization high in progress to prompt me when a shot is due (according to when the series was started etc), maybe
even send my patient an email /secure message if a shot is overdue. CK will provide clinical
info for decision support based on NACI guidelines (Hep Band Menjugate different in BC &
Ont, rest are the same)
7 81 drop down list for route of injection or could associate correct route with each immunization as most have only 1 route
7 82 drop down list for site of injection CK to poll user group re list possibilities-done, sent to Jay
7 83 drop down list for PAP results common results avail
7 84 abnormal PAPs, mammos to show up in red in progress Jay working on this -red abn, pink -refused
(like CDM forms)
7 85 How to add lab items (data from pathnet) to stool for OB, PSA, lipids, Glucose screening -is there a way to have lab data automatically
prevention module-stool for OB, PSA? entered into prevention module or does this need to remain manual -as PSA is now
7 86 add other CTFPHC and USPSTF preventive add all grade A (and possibly grade B) recommendations -hearing and vision screening in
guidelines to prevention module elderly...
7 87 offer current preventive care guidelines links to CTFPHC, USPSTF or something like www.pdaguidelines.com
7 88 ability to edit or delete prevention reports
7 89 adapt flu shot functions for BC (set up for high not started It allows the doc to search the patient attending a flu shot clinic and then from the master
Ontario only) screen, click on flu billing -this then goes to a screen that is pre-set with the appropriate fee
code and diagnostic code (for Ontario), so that the doctor does not have to enter it manually
over and over again during a flu shot clinic. Jay also envisions that we could add a link
from this flu billing window directly to the prevention module for entering the vaccine. The
MSP fee codes for flu shots are 00010 and diag code is 33A.
7 90 flu shot clinic announcement high not started ability to search using data entered into the prevention module for all patients who
received a flu shot in the last couple years-then we could send out a mass email to
those patients notifying them that the flu shots are in and the times of our drop in
clinics.
8 91 Forms
8 92 Joel suggests user friendly website to help pending
build e forms
8 93 make infant growth charts print on 1 page med in progress Joel is working on this
8 94 add pop up calendars to Rourke form med similar to AR form
8 95 form for initial MVA visit low develop form based on BC Whiplash Initiative; could also do as template
8 96 DSM4 criteria low on hold DSM4 criteria for common disorders –OCD, other anxiety disorders, depression. I will
research the evidence if you guys can build the checklists! Jel: I'm not sure where this
would be? Can be made as templates
forward updates / suggestions to ckirkham@interchange.ubc.ca
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8 97 CDM form for CHF not started
8 98 CDM form for hypertension in progress
8 99 reports for chronic disease parameters in progress like prevention module -be able to run a report to see how many diabetic patinets have
HgBA1C (or other parameter) at target vs. out of range (could use queries for now)
8 100 Lab items automatically populate CDM flow high not started Jay
sheets
8 101 INR form high final testing would be populated withdate, INR lab data drawn from pathnet and pt demogrphics, dose
adjustment chart in corner as per Clare's draft -**Carole getting a quote from Li
8 102 direct button to bill 00043 from INR page med in progress to speed up billing-like flu shot module
8 103 INR graph low not started Sue has in Wolf and finds it useful
8 104 allergy shot flow sheet high there is a form existing, unclear how group wants this modified, should take name
"immunization" off this form as immunizations are better done in prevention module
8 105 Dose Calculator low not started Jel adds – this would be useful. A link from the prescribing module would be good but it
would still be handy if it were in with the other calculators on the Encounter page. There are
some good examples on the web (or there is one in epocrates),
8 106 fracture risk calculator ? David planning to add new one, like http://apps.sbgh.mb.ca/fracture/SBGHFracture.php
9 107 Referral Memo
9 108 Names at the bottom low not started When staff start a referral memo (after making an appointment booking), it is the MOAs
name that appears on the bottom of the memo-is it possible for the MOA to start the form
on behalf of the MD, so only the MDs name is on the bottomPerhaps it would be best to
leave the name blank, or default to the pt's MD only; if the locum MD's name is on the form,
the consult letter can be sent to the wrong place
9 109 Consultant List ? A search engine which can handle the College of P&S directory quickly, grouped by
specialty, with a way to generate a favourites list in each specialty, and also to search by
town (the College list would include all MD's in the Province).
9 110 under con tab, specialist listings -ability to low not started
add description or note about specialist for
MOA use
9 111 have past history show on referral memo high not started Pull in Past history from Encounter screen
9 112 Appearance low not started The appearance of the letter could be improved -- remove the lines, use the whole page,
insert a nice logo, perhaps "DEAR X...Thank you for seeing this ... " The categories in the
referral letter seem a bit idiosycratic to me -- I'd prefer reason for referral, Past hx, just
headings maybe without lines.
9 113 Delete option low not started Useful addition to Nothing Done, complete, etc.
9 114 cell phone shows on referral memo
9 115 office phone number on referral mem
9 116 spell check in consult module not started
10 117
AR Form
10 118 Sexual abuse, assault on hold Could we record history of sexual abuse or assault somewhere. There is the IPV
(interpersonal violence) box on the paper form
forward updates / suggestions to ckirkham@interchange.ubc.ca
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10 119 Prenatal flu shot -offered, given, declined not started Could record flu shots given on PN form Jel adds – I am not sure why we would need this, it
is somewhere else to have to enter data, I tend to favour an „enter it once and never again‟
approach. Sue will discuss with Li, Joan etc., becoming more evidence-based
10 120 SFH graph ? Graph appears on print copy but not in EMR: Is there anyway to view the SFH graph in the
place beside box 18, page 2 (without having to print the form) –same place the graph
appears on the paper version. Jel adds – I agree this would be useful and I have missed
having the graph immediately in front of me.
10 121 SFH graph not started SFH calculator. There is an excellent Excel based spread sheet that does this. It is
evidence based and available free at http://www.gestation.net/main.htm (old 2003 request
from Carl)
10 122 legibility: have all text entered by practitioner in progress
in italics
10 123 EDB report: ability to create obstetric patient high We could use a more complex report for signing off to each other, modifiable as the
list and sort by practitioner or due date pregnancy develops; Rh status, Hep B, GBS, small notes section etc
10 124 A/R 1, box 1: Family Physician-retrieve from This does not
master demographics apply in some
settings where
Obstetrics is
referred)
10 125 A/R 1 demographics section upper right See CK notes-had similar discussion with Jay about Rourke etc. Explained that original info is
corner: request that this update with explanation actually more accurate and this shouldn't continually update -ie if 3 years later, patient
changes to master demographics marries and has name change-this shouldn't change name on old forms
10 126
Labour and Birth Summary
10 127
Newborn 1&2
10 128 Newborn record part 1: mode of delivery box ? Ali will ask Li to do it
should be blue as it has a drop down list
11 129
Daysheet, Edit App't Screen
Functions
11 130 warning when creating a duplicate patient not started if you are entering a patient and the patient already exsists it will tell you that you are
entering a duplicate. we have this feature in Smart Series and it is very helpful, it insures
that you do not enter duplicates
11 131 allow receptionist to see reason for visit checking status
11 132 Drop down box for pt arrival icons not started when the program slows down-this is usally the first feature affected. As an additional
option. It would be quicker to chose from a drop down list, than scroll through the icons
(altho' no show and cancel can be chosen on Edit App't Screen)
forward updates / suggestions to ckirkham@interchange.ubc.ca
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11 133 Usual MD shows in Edit App't Screen low not started Pull in usual MD after search. We have had some booking errors because our
receptionists can't see who the patient's MD is when booking an app't.
11 134 ability to cut and paste appointments in progress Jay is working on
11 135 pop up reminder when booking a patient of this is a feature we have in Smart Series and the staff really like it
any future appts a patient has booked
11 136 MD list On the edit an appointment screen med not started Add doctor as an “item”-so you can change which doctor you are booking with without
leaving the screenI'm not sure this can be done because the pt is booked with the MD by
the place on the app't screen. To quickly get back, use the the right mouse button.
11 137 Stat holidays not started Stat holidays should automatically transfer into the daily schedule, so day is not bookable
(staff request)Nice to have.
11 138 Ability to block off lunch low So appointments can‟t accidentally be booked (staff request) Jel adds - We do this by not
having appt slots marked at lunchtime. To block of „one off‟s‟ eg when docs in a meeting
we just enter an appointment (start the name with a period and follow it with „meeting‟ or
whatever the reason is).We use the schedule template for predictable events, and block off
app't time as Jel does for meetings etc? Need to clarify, there is a workaround for this
11 139 List of available appointments low not started Updating appointments –click on dates to get list of avail appts Ck will clarify with her
MOAs Jel adds – I am not clear what is being requested in this item.
11 140 MOA authorization to do back up high ? MOA authorization to back up system or change schedule without having administrator
access – Joel-would this be a non-issue now that our back up system is automated or
would this still be important for the tape back-up? new user permissions may have solved
this? ** need to clarify if this is still an issue
12 141
Master Demographic,
12 142 add cytology number
12 143 inverse relationships by gender low not started if Jane doe is daughter of John Smith, then John Smith is father of Jane Doe -seen in
clinicare
12 144 ability to open up linked family member seen in clinicare
charts from one chart
12 145 when you make a change in address for 1 not started this is a feature we have in Smart Series and the staff really like it
family member, it can automaticaly change it
for the rest of family( linked family members)
12 146 Telephone # format low-med not started The database would store the # as 10 digits, but when pulled into a form it could add
brackets and dashes. Consistent format needed to search by tel #.
12 147 Add email to provider details med ?
12 148 ability to add a photograph of patients for low?
identification to master
12 149 store family doctor and family MD number requested by Jim Busser-for specialists
as well as referring doctor (also needs a
look-up function)
13 150
Prescripton Module
forward updates / suggestions to ckirkham@interchange.ubc.ca
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13 151 Drug Delete date low ? There needs to be a record of the date a drug is deleted. Currently this does not display.
not showing date, Jel to f/u
13 152 There is no visible record of who has deleted low not started
a prescription.
13 153 drug-drug interactions update info-maybe using James McCormack from TI, where is current drug-drug interaction
data from -anne Holbrook's stuff?
13 154 use of generic drug names High on hold Searching for drugs. It would be great if we could search on just generics eg if searching
erythromycin I could be offered erytrhomycin and not just a brand or the brand name of a
generic (eg not erycen or apo-erythromycin but just 'erythromycin'I agree; the drugs should
be grouped by the simple generic name. The Health Canada database was used for this
list, but needs some work to make it more useful for us. Controlled by drug ref, Health
Canada database, not an OSCAR issue
13 155 add "sprays" to units drop down not started
13 156 add "apply thin layer" to take drop down not started
13 157 not started
need one space to appear on script between
number and days /months in the row "for:"
13 158 Pharmacare Special Authority low not started Pharmacare special authority forms (with prompts re requirements to get NSAIDS, PPIs,
SSRIs OK‟d) Jel adds – we link to these from our practice intranet. Prompts for the rules
would be very useful but I think slow to come, and the rules would need to be updated as
and when the government changes them.We also have the forms on our Intranet, and the
Pharmacare website lists the rules by medication. on Ministry website
13 159 Naturopathic remedies –list of compounds med -low not started
(Is there a database anywhere?)
13 160 Prescribing References on hold Lexicomp on line CMA –links to internet resources for prescription moduleJel adds - I love
bnf.orgI had hoped to get a link to the SPH drug directory,which has excellent monographs,
but it has been stalled for over a year in 'intellectual property" . We also had discussions
last year with James McCormack about evidence-based prescribing memos, tips of the day
etc -- he had lots of good ideas and was willing to do it as his academic work I believe. Most
people have created their own links on the browser to lexicomp, bnf.org etc, oscar has
durgs of choice embedded (old version 2002)
13 161 Graph lab vs. drugs (for example HBA1C) low not started
13 162 drug dosing inpts with decreased renal fxn James McCormack said in 2004 teleconf that he could put together a tool to incorporate
serum cr and age
13 163 printable patient handouts with drug
information
13 164 Dose Calculator (also listed above) low not started Jel adds – this would be useful. A link from the prescribing module would be good but it
would still be handy if it were in with the other calculators on the Encounter page. There are
some good examples on the web (or there is one in epocrates),
13 165 pharmanet connection ??
forward updates / suggestions to ckirkham@interchange.ubc.ca
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13 166 change automatic duration to until further may need further discussion amongst users first
directed
13 167 access to an online formulary James Busser suggested that OSCAR /drug ref might be place for MOH pilot to make avail
an online formulary
14 168
Admin screen
15 169
Scanned documents
15 170 create an inbox for scanned documents Sue demoed this in Wolfe-works very well
15 171 TCI to review scanned documents button-
ability to set it to urgent or routine
15 172 adjust categories for scanned documents
15 173 need ability to tag documents
15 174 ability to edit document settings ie change from paeds to allergy etc.
15 175 ability to sort scanned docuemnts
15 176 ability to display date speciment collected,
not just date scanned
16 177
Miscellaneous
16 178 Ease of Installation on hold It just took Andromedia 20 hours to install OSCAR and get it running. If we want a broad
base of users, the installation needs to be streamlined.working OK for other installsIt just
took Andromedia 20 hours to install OSCAR and get it running. If we want a broad base of
users, the installation needs to be streamlined. working OK for other installs
16 179 Help menu improve information available on help menu for each part of OSCAR
16 180 OSCAR manual (paper) in progress update paper manual including notes on all new features, FAQs etc
16 181 report: daysheet showingtime, name, not chart number or roster status
billings, amounts and totals
16 182 list of "in hospital " patients from Jim Busser-list that you can jump to for billing purposes if not on appt screen
17 183
BUGS
17 184 Demographic reports, lists ? Easy to use query and report generatorEasy to use query and report generator
17 185 Payments and refund report untagged bills are now defualting to "MSP" category
17 186 Invoice report MSP explanatory codes for items PWE are showing up in wrong column, pushing $
amounts out of alignment with rest of column
1 187 a. Payments and refunds report (amt high complete On the “Payments and Refunds Form” (accounting report showing all bills paid in a given
paid) time period) –both billings paid and UNPAID in a given time period need to be on the form.
MSP frequently takes money back and this negative transaction needs to show up on the
total paid.; date range needs to be by date paid
1 188 b. invoice report (amount billed) high complete On the “Invoice Report” form –the accounting report showing all claims billed in a given
period, we need to see billed and unbilled.; date range needs to be by service date, should
not show items deleted or unbilled/uncharged; needs to show negatives and positives -neg
in brackets
1 189 c. accounts receivable (amount owed) high complete “Accounts Receivable” –that shows all items billed and not yet paid
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1 190 d. rejection report (rejected billings) high complete showing all claims rejected
1 191 e. write off report (billings written off) high complete showing all claims written off in a time period
1 192 f. remittance report high complete
1 193 g. remittance summary high complete needs to show interest, WCB lifts etc.
1 194 Billing Correction Screen high, essential complete On OSCAR billing correction screen-for “billing type” drop down menu: Items for which the
office has no authority over (ie actions that are solely controlled by MSP –such as rejected,
settled, held, submit?, deleted, paid with explanation, refused, ) should not be available for
anyone in the office to adjust. Other options on this drop down list –such as “sent to
collections” are within the control of the office, and are therefore appropriate.data centre
changed-is this necessary what about functions of do not bill? Pay private? Delete? have
d/w Jel, Jay, Joel, Patti, Carole -all in agreement
1 195 paid with explanation high complete nees to be processed automatically as paid (at least amt that was paid, rest goes on A/R)
currently not showing up with other paid bills, needing to be settled manually
1 196 Billing correction Screen -option to low-med complete
reprocess, resubmit and close window with 1
click instead of 3
1 197 submission codes missing high complete need all MSP submission codes on billing page, under sub code -code A, Code C etc.
1 198 each claim needs a transaction history high complete to show when it was submitted, rejected, submitted again, paid, billed to pt etc.
1 199 transaction history needs more detail complete including MSP sequence number, insurer, practitioner, and amount (status and date now
showing)
1 200 each patient needs a history of all claims complete using same fields as smart series has -called invoice list in OSCAR
billed
1 201 billing history in master complete include date, MSP fee, diagnostic code, status, amt, doctor, decrease size of font, should
be visible on 1 page, not have to click each bill (bill status in this window not currently
working
1 202 Billing prompts and input validation : high complete –to prompt doc when it has been a year since this code was billed Jel adds – this would be
annually for 13050 (fee for completing really useful and a huge „selling‟ point for getting other folks to use OSCAR.Prompts would
chronic disease forms); be great
1 203 Billing program to track when 4 allowed complete confirmed with MSP that 4 0120s are by calnedar year (Jan 1-Dec 31)-this is how it works in
0120's are used up for the year OSCAR
1 204 Automatically adjust fee codes to match pt high complete When entering a billing that has a different code for different age groups –it would be nice if
age ie 00100 to 12100 or 161000 OSCAR would automatically change the code to the one appropriate for the patient‟s age
(or a least prompt the biller to change it). For example an 0100 (regular office visit) done in
someone under age 2 is a 12100, for someone between 60-69 it is a 16100 etc…**need to
double check that it is by date of service and not billing date, also are there some
consultation codes that are age specific
1 205 Wrong Gender-specific code complete Would like OSCAR to notify you if you bill an inappropriate gender-specific code (ie
pregnancy test is a man, or child, or patient over 60) - determined by group not to be too
useful
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1 206 Automatic diagnostic code for certain fee complete Is there a way to automatically attach a diagnostic code to a fee code (as a default) when it
codes is always the same examples 14560/V762 PAP, or lab codes 15130/01L or 14091/30B
1 207 Prompts to alert biller that Fee code requires med complete Delivery callout codes, emergency visit codes need a time with the bill. Need a feature to
a time, notification if time doesn't correspond alert the biller if a code is billed that requires a time and the time isn't included or isn't
to service code correct.
1 208 Alert for fee code that doesn't exist complete Would like an alert that you got a null code" -service code doesn't exist in database
1 209 After hours field complete the staff circled item 11on the test protocol document (after hours field) as not working (not
sure what the issue was)
1 210 Dates of claims in chronologic order complete On the bill status page –the dates of claims don‟t show up in chronological orderI think we
have an option to sort by chronological order.
1 211 Note Field complete Need a note field in billing-this may have been done.Jel adds – the notes field is present
and working in the billing.
1 212 referrals -showing name of practitioner complete done by Jay
referred to
1 213 ability to add practitioners to list to put complete Jay has done this-unclear if each practice will need to edit manually or whether we can use
referrals to or from through MSP database of names comitted to CVS ;
1 214 Newborn 66 handling complete OSCAR‟s handling of 66 –codes for billing babies is different than other programs and
forces you to re-enter whether the patient is a dependent each time you bill. Our staff prefer
the way smart series handles it by attaching 66 to the MSP number.-need this to be
automatic, not something practitioner has to remember
1 215 "Sign, Save and Bill" button on encounter complete as a property (programmer must turn it on)
page
1 216 procedure codes usually billed at 0.5 rate complete Jay built a .5 botton which speeds ).5 billing and fulfills this request
(in assoc with a visit code)
1 217 billing ICBC complete shows it is an MVA visit
1 218 entering diagnostic codes in billing window - complete it is a natural instinct to hit enter when trying to search the code
could hitting enter, start a code search rather
than accpting what is entered as complete
1 219 failed diagnostic code search -gives error complete could it give error message and save all other info entered?
message and deletes all other billing info
entered
2 220 WBC form and billing high complete Need different people to be able to open and work on same form i.e resident, then doc, then
MOA Jel adds: The addition of a dropdown so that employer etc can be automatically
dropped in has ben very helpful.Clare: we would like to be able to send the form to different
people: reception starts, MD does clinical part, then routed to billing. Patti: Ideally, it would
be great for the MOA or receptionist to be able to complete all the demographic and
employer information, save the form, then the doc could access that same form to complete
the clnicial information about the injury.
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2 221 Clinical visit record on WCB form high complete All of the clinical information on the WCB form needs to be available to the doctors as the
record of the visit in the encounter notes somewhere. The WCB form functions both as the
clinical record and for billing. Right now only someone with admin privileges can go in and
view a WCB form –so the doctor would either have to type the clinical notes twice or would
not be able to see their record at subsequent visits. In the patients encounter screen there
need to be a place to view notes from prev WCB visits –easily.I am getting around this by
typing the clinical note in OSCAR, with 'WCB' at the head. The person billing WCB copies
and pastes into the WCB form. I specify diagnostic code, return to work etc on the paper
form for later entry.
2 222 Ability to edit a WCB claim without needing complete I will get notification from WCB that they have accepted the claim and assigned a number
access to the billing correction screen ( ie: to the file - it would be nice to be able to access the last WCB bill and put the claim number
edit current form??) on it. (At present I have to go into the billing correction screen, try to access the last WCB
bill and then add the number and resubmit - and you must have ADMIN privileges to do
this.)
2 223 WCB info carried over from previous form to complete Data (demographic info, claim number, employer info) entered for a claim on the form 8,
populate subsequent forms; increase the should be carried over to the subsequent form 11s, so that the staff doesn‟t have to re-enter
autofill when the user chooses either the it each time (Trudy says this is an Andromedia issue) for same claim number, need page to
claim number or employer from the be populated with data Jel: At the moment doing this autofills the employer details but not
dropdowns. some other things like, 'first treated by' and 'date of injury', ICD9 code, body part code and
nature of injury code.
2 224 Highlight the mandatory fields on the form complete so that docs cannot MISS them and have the claim rejected, the biller has to search out the
facts and then resubmit....very time consuming at present.
3 225 BCMA Fee Codes high complete Need BCMA fee codes in database (available from BCMA in excel); ideally the fees could
be updated each April to the BCMA amounts as a default (and the offices that don‟t want to
bill BCMA amounts, could manually change –I suspect most people bill BCMA amounts)
3 226 BCMA codes-use standardized BCMA high complete Space for private billing needs to allow for 7 digit BCMA codes Users don‟t need to see
codes with A letter prefix designating CODE ID for private billings –at the office, we need to see the actual BCMA code. Change
uninsured services current P prefix to A -OK'd by Jay, Patti
3 227 manage private bill window on admin page - high complete
need be able to delete a private code
3 228 manage private bill window on admin page - high complete not just description and amount
need be able to change name of private
code
3 229 manage private bill window: need to be able high complete
to change order codes appear in, sort
3 230 private invoice needs to print nicely for complete could use Samrt Series invoice as a template
sending as a bill
3 231 private invoice needs to show zero blance complete
when paid
3 232 icon $ on day sheet to show if patient has complete
private invoices outstanding
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3 233 Editing, Reporting high complete There needs to be a way for all staff (not just those with admin privileges) to edit a private
bill in the billing history. If the patients pays at a time some days after the visit, the staff need
to be able to go into the claim, enter it as paid and then print a receipt showing a zero
balance.
3 234 For private billing-once a private bill is saved complete
and printed, the screen where you can
select bill status –the type is too small and
faint
3 235 For a private bill in billing history-need to complete Need to clarify current status-Jel wll ask Patti
show that it has been paid.
3 236 diagnostic code not required to create a complete OSCAR need not create an error message if no diagnostic code is entered for a private bill.
private bill It would be good if the suer has the option to enter a diagnostic code
4 237 PATHNET High complete testing in Pemberton
4 238 ability to sign/acknowlege a lab complete
4 239 send message from lab module complete opens message module so you can message any of users
4 240 access eChart from lab complete
4 241 recall complete add a tickler about lab results
4 242 labs automatically attach to indivdual complete
patient's chart
4 243 labs automatically go to individual doctors complete
inbox
5 244 Messaging complete
6 245 Allergies on main encounter page high complete Just drug allergies; other allergies can go elsewhere. There is also the issue of drug
intolerance vs true allergy.
6 246 allergies carried to referral memo high complete
6 247 allergies show up as alert on drug page high complete
7 248 BC immunization list high complete code the immunization data, quickly link to patient handouts... Jel adds - I agree – very
desirable. Probably hard to implement (and I don‟t want to receive „nag-mail‟ about overdue
immunisations!). I think these are great longer term aims and this is functionality we should
strive for. David says: perhaps to include data migration from the current module as part of
the solution. I think a letter or email reminder is a good idea, but I am concerned about
nagging people as well. We need to be able to code for refusals so people don't get
nagged. Part of prevention module
7 249 add pneumovax to > 65 year old category of high complete should be quick fix
prevention for viewing
7 250 add TdP complete
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7 251 prompts in prevention module (or date high complete decided not to generate ticklers but to generate separate prevention reports instead, so as
saved for next intervention) need to not to clutter ticklers-done
generate ticklers
8 252 eForms complete Adding Jel‟s e-forms –sick notes etc., letter head etc. email June 14th Jel adds – I have
some (slightly) more beautiful ones now and will post them on the web soon-ish. Jel's
forms, as well as a blank letter with letterhead and pt info, fax form etc would be nice
8 253 Adapt Rourke for BC high complete done by Joel. Add BC immunizations, a bit more room for editorial text entry, including in the
physical exam section. Jel adds - Yes, and I have a question about how the forms are
signed. Currently, it seems that it might be possible to type in anyone‟s name as the
signing doc and it wouldn‟t be detectable that it wasn‟t that person that did it. I could be
wrong about that but we probably need to be sure that it isn't the case.Good point about
signing -- do we have an answer?
8 254 make Rourke print well on 1 page complete
8 255 growth chart for children over 3 complete
9 256 consultant list sortable by status, patient, complete
service, ref date and appt date
9 257 Pt will book option complete For consultation memo –appointment time –can there be an option that “patient will book”?
Joel has completed
9 258 Pull in demographics complete Populate ref memo with patient's demo info-phone # etcOurs pulls in address, PHN, Tel #
but the format of the tel # isn't good (this relates to formatting in the database see row# 77)
9 259 Increase view window size for “Pertinent complete This is too small to read the letter you are typing and make changes. Difficult to scroll up
clinical Information” and down. Done by Joel
10 260 Urinalysis complete Could the drop down menu include a – for Protein and glucose as this is the most common
result. urinalysis drop down fixed by Joel
10 261 LMP, EDD calculator complete Sue: leave the EDD box on page 2 open so that it could be manually entered to adjust for
USS dating etc.
10 262 Infant gender complete Could we have drop down for sex of infants (page 1), box 3-male of female
10 263 View Version complete Why is there a view version of these forms? I find this very confusing for residents, locums.
They tend to open the view version instead of the edit version, enter their info and then find
out they can‟t save it in this view. What purpose does the view serve-you can always “view”
the edit version if you are just wanting to look!
Jel adds – I would think that there is a reason for having the „view‟ option but it would be
helpful to know what it is because it may affect the way we should be using it.
10 264 A/R 1, box 1: double click to default hospital complete
to BCWH
10 265 A/R 1, box 1: Ethinic origin of father -pop up complete
list of options
10 266 A/R 1, box 1: age at EDD not printing in Complete
correct box
10 267 A/R 1, box 3: pop up calendars for dates complete
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10 268 A/R 1, box 3: delivery type-poop up list of complete
options
10 269 A/R 1, box 4: LMP pop up calendar complete
10 270 A/R 1, box 4: contraception method discont complete
date pop up calendar
10 271 A/R 1, box 4: EDD by USS pop up calendar complete
10 272 A/R 1, box 11: date pop up calendar complete
10 273 A/R 1, box 11: double click to default to NAD complete
10 274 A/R 1 demographics section upper right complete
corner: physician-choose from pop up list
10 275 A/R 2: BMI calculation complete
10 276 A/R 2, box 14: double click to default to Complete
BCWH
10 277 A/R 2, box 14: intended place of birth-pop up complete
list of options
10 278 A/R 2, box 15: GBS screen result: change to complete
pos or neg
10 279 A/R 2, box 16: EDD pop up calendar complete
10 280 A/R 2, box 16: double click to convert wt complete
from lbs to kg
10 281 A/R 2: box 16. ability to convert inches to cm Complete does anyone else want this. I sue a calculator right now!
10 282 A/R 2, box 18: 1st USS date-pop up complete
calendar
10 283 A/R 2, risk identification list at bottom-don't Complete
print with form as rarely used, wasting paper
10 284 Labour and Birth Summary, box 1: gestat complete
age add space for days after weeks
10 285 Labour and Birth Summary demographics Complete
right upper corner -printing too faintly
10 286 Labour and Birth Summary demographics complete
right upper corner: pop up provider list
10 287 Labour and Birth Summary, box 4: calculate complete
length of stages of labour
10 288 Labour and Birth Summary, box 4: add fields complete
for date and time of admission and
discharge
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10 289 Labour and Birth Summary, box 4: calculate complete
2 length of stays -total and postpartum
10 290 Newborn record part 1: blood group-change complete
to 2 drop down boxes for ABO and Rh, with
appropriate choices
10 291 Newborn record part 1: Rh antibody-default complete seems to be a drop down menu instead (which works fine)
to none with double click
10 292 Newborn record part 1: HBsAg drop down of complete
R or NR
10 293 Newborn record part 1: box 4: add text box complete tick box for donor milk instead
by feeding plan
10 294 Newborn record part 1: box 8-tick box for complete
head not saving
10 295 Newborn record part 1, Summary Complete
demographics right upper corner: printing
too faintly
10 296 Newborn record part 1, Summary complete
demographics right upper corner: drop down
list for providers
10 297 Newborn record part 1, Summary Complete
demographics right upper corner:double
click to default to BCWH
10 298 Complete Ability to track outcomes from the BCRCP AR, Labour and Birth Summary, Newborn
Reporting: obstetric forms
Records. This allows tracking of outcomes in real time as long as the data is completely
entered. Eliminates the need for delays and chart reviews in auditing practice
11 299 Reason for visit high complete David suggests toggle go under pref tabA 'Reason for visit' display would solve our
reception problem of not knowing quickly what has been booked for each MD for the day.
The other option we considered is having CPX/PAP a different colour font than other visits.
Joel had said this might be too complicated, but we only need the two options (CPX, not
CPX) to meet our needs. Reason for visit built by Joel, toggle pending.
11 300 Birthday Icon low complete Remind staff and doc if it is a patient‟s birthday and they are in.Sweet idea
11 301 single view for all providers high complete David says: BTW, we will be working on having a single view for all providers (docs,
receptionists, and administrators). In fact, there will hopefully be a uniform handling of "role"
based access to each of the major module. We should be able to define a person's access
right to the patient's record based on his/her role. One can start with the broad categories
(docs, nurses, receptionists etc..) but can be fine tuned at an individual level. E.g. not all
receptionists are the same - a temporary staff may not be allowed to access the chart or
can only read and not enter data etc.. Hold on tight, it's coming...
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11 302 User permissions 2 complete Could admin logins also have doc priviledges so that you can schedule, see charts etc. Jel
adds – this issue is a little confusing. There are two separate things as I see it. One is
access to charts from the admin screens, which would be very helpful. The other is the
previously listed issue of needing several different levels of access for different types of
users, this also would be very useful.
12 303 Next of Kin -way to link to other patients in high complete need a phone number for each NOK and relationship to patient. Joel has a draftof this.
practice as emergency contact etc. Completed by Jay
12 304 Next of Kin -way to list people not in practice high complete requires adding them in as inactive patient? Or null?
12 305 Fired patients complete Make a fired patient not bookable or flag with a colour Jel adds – can you change them to
„inactive‟ so that they are not immediately available? The other thing that can be done is
that an alert can be added to the patients demographic that can be seen when making an
appointment for that patient. We use this for flagging several things about patients
including one who won‟t see particular doctors.Our alert area turns bright yellow and red,
hard to miss.
12 306 add mobile phone to demographics screen complete a programmer must set it up
13 307 Deleted prescription details High complete When clicking on a deleted drug to see the prescription, there are no details about the
prescription displayed.
13 308 Favourites High complete Favourites is great but it is somewhat clunky if the default instructions have to be modified
before saving the Favourite eg if a drug is prescribed and the free text box is modified it is
difficult to get this to hold in Favourites
13 309 Units drop-down. complete It would be good to have a drop down list next to the number in the 'take' line offering the
units for the dose eg it would then be possible to have 5 mls bid or similar without having to
edit in the text box at the bottom. This would help a lot for liquids and creams. Useful terms
would be mls, squirt, grams, tabs, mg, micrograms, drops (and possibly some more but
that is all I can think off at the moment)
13 310 Take'. complete This could also be a drop-down and have items such as 'take', 'apply', 'rub well in' ie items
that are currently available from the list on the right but appear in the bottom of the box.
This is not essential but it might be a nice way to do this so that a prescription would read
Rub in 5mls bid which reads a bit better than 5mls bid with 'rub in' appearing at the bottom
of the prescription. Is there a better way to say rub well in?
13 311 Text box changes not carried forward High complete Changes made in the text box at the bottom of the screen do not appear in the prescription
lists on the encounter or prescribing screens ((but they do hold for re-prescibe – the box
appears correctly). This is important because the prescription information shown in the
encounter screen and prescription list is incorrect if the contents of the text box has been
edited when the prescription was written.
13 312 Allergies complete We would find it really helpful if the allergy info could be seen on the actual screen where
precribing is done (as well as on the encounter page) I think allergy info (just drugs, not
food, environmental) is essential in both places.
13 313 difficult to prescribe 1/2 or 1/4 tablets complete
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13 314 List of current meds complete Clare: haven't used OSCARx yet, but I understand that there isn't a list of current ongoing
meds ; some EMRs have a system where shortterm Abx etc disappear from the list after
two weeks or so.
13 315 PHN on prescription complete Have patient‟s PHN show up on prescription –would be useful for pharmacieslooking for
universal name for PHN, OHIP etc. -health ins #?? Joel has completed
13 316 Oscar Rx on local servers complete This seems preferable to me. An automatic system for updates should be doable.
14 317 be able to allow individuals access to only high complete ability to assign privileges to provider for only certain admin functions: separate each
certain categories within the admin screen category: billing, schedule, security, reports etc.
15 318 Verify and sign, resident access complete Working with residents:
a. restrict resident access to verify and sign button
b. need 1 colour on daysheet to indicate visit and note is finished (ie verified and signed) vs.
signed by resident only
16 319 Referral memo complete Minor bug: When we enter a doctor referred to and a doctor referred by, it switched them
around.We have had information from the wrong encounter screen getting pulled into the
referral memo.Minor bug: When we enter a doctor referred to and a doctor referred by, it
switched them around.
8 320 Chronic disease management forms complete (for DM, CHF, Depression…avail in pdf form at
diabetes) http://www.hlth.gov.bc.ca/msp/protoguides/index.html
a. eventually to extract lab data relevant to chronic disease automatically.
Would prefer if this was designed to work "in-house" rather than sending pt data to gov't
(CK, Jel) need to look like paper forms. **Jay planning to do this and revamp measurement
section and has a copy of paper form Joel has already created a relational from that
might be a good starting point-will liase with Jay data would be stored in measurements
section
7 321 immunization in prevention module low complete for
communicate with CDM diabetes forms, CDM forms
Rourke etc. (not Rourke)
1 322 Need to return option for alternative complete? Note VISA, cash, cheque, debit and MC are NOT types of alternative payments.
payments for clinics using shadow billing. Alternative payments is a term used by MSP for clinics who are shadow billing (where
invoices are zeroed), and does not include all alternative methods of billing besides MSP.
Jay was concerned that when looking at the source code that OSCAR was including these
other kinds of payment methods as alternative.
8 323 OSCAR fax completed? Jel will test
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