Sure, you’re familiar with the Document Management System (DMS) in CPR+ - it’s been around for a long time. Customers have been using it to manage the "paperwork" of patient care, prescriptions and supplies since CPR+ version 6.5. But if you’re using version 8.1, I’m sure you’ve noticed The Big Change. We’ve added a Manager to the DMS, appropriately titled... wait for it… The Document Management System Document Manager. Now, user-defined filters can be easily created to view subsets of documents in the database.

The DMS displays those documents sent out by your company that need to be signed and returned. This makes it possible for you to keep track of all documents that need to be returned to the office signed by a physician or patient, as well as any reports, forms or scanned documents within CPR+.

The Document Manager is located at the top of the DMS window, and it looks similar to other managers in CPR+. One difference you may notice is that when it opens, the grid area is intentionally blank. It was programmed that way because without a filter, it would open with every document in your system and that would take forever. (Maybe a few minutes, but who has that much time?)

Let’s say it’s Tuesday morning and you’re a Biller. You’ve had your first cup of coffee and you’re ready to find all the CMN’s for Dr. Powell that were sent in the last seven days. In about ten clicks, you can be viewing that exact list. Using the Document Manager, a CPR+ User may filter documents by the following fields: Document Type, Assigned To, Physician, Category and Status. Within each field, you can select one or multiple choices, using the spacebar to Tag / Untag items, then pressing <F2> to continue.

These fields can be used alone or in combination. For example, you may want to filter just the Document Type, or you can select to filter on Document Type and the Assigned To field. Or, you might want to see every document received yesterday – no matter what it is or who it’s tied to. In that case, you’ll want to use the Date fields. There are four of those: Date Received, Date Returned, Date Sent, and Date Due. To the right of each field, there is a blue arrow. Use this arrow to select from a list of pre-defined date spans. Once you’ve made your choice, click the Apply Filter button and the results of the filter will display in the grid below the Manager. Now you can work through that subset and find out why those CMN’s haven’t been marked as Returned.

Here’s another scenario using the Document Manager:

Let's say you work in the Intake area, and you receive a referral for a CPAP patient. In order to send a Respiratory Therapist out to do a fitting, you need the Sleep Study returned from the lab. Using the Document Manager, you can filter for Document Type equal to Scanned or External; Category equal to Sleep Study; Status of Returned; and Date Received equal to today or yesterday. Click Apply Filter, and you have all your sleep studies together and you can begin scheduling your Respiratory Therapists. Back at UVa, we called the Intake Office “The Boiler Room” because they produced the steam that powered the works! In just a few clicks, you can have exactly what you need to keep the steam rolling in your business too.

Did you know that you can even choose to email a document directly from the Document Manager? Just highlight the document, then press <F6> or the Email Document button.

For more information on this or any CPR+ topic, visit the Training page of our website or call to schedule an On-Site Training Session with a Trainer.

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Quality patient care is the heart of your business – and the heart of CPR+. We’ve made it easy for you to make sure your patients are getting the care they need, including follow-ups to visits and deliveries, and answers to their questions. As a manager, you can make sure that this follow-up is happening as scheduled using the Patient Note Follow Up Report in CPR+ for HME. If you are using CPR+, then the report is called Progress Note Follow Up.

From the Main Menu, select Reports (4) > Patient/Clinical Reports (1). Select Progress/Patient Note Follow Up (D). The report can be run for all companies or just one. Select the follow-up date range for your report. You can select all users or select a specific user, and choose to sort by patient. The report lists all Progress Notes (not including voided notes) that have a follow-up date assigned for which the follow-up is not flagged as completed.

Run this report once for a wide date range to see what entries need to be cleaned up, then every week for the previous week, and every month for the previous month. Make sure your patients are getting the care and attention they need and expect.

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Attention CPR+ Customers:

We need your help for a worthy cause. Please sponsor the “D.H.S. Cycling Team” as we raise money for the American Diabetes Association's Tour de Cure 2009 bicycle ride. John Mathis, Josh Duncan and I are set to attack the 100 mile route and we’re still twisting arms to get other D.H.S. employees to tackle shorter distances. D.H.S. will match all customer contributions dollar for dollar – That means if every customer donated just $20, we could raise almost $25,000!

Make checks payable to the American Diabetes Association and send them to D.H.S before June 6th.

Thanks,

The "CPR+ Weekly Infusion" is a weekly email distributed by Definitive Homecare Solutions
6665 Busch Blvd · Columbus, OH 43229 · 866-277-4876

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