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CMP Weekly Release (Part 1)

Care Management Platform (CMP)

Weekly Release

Build  | January 27th, 2020

These are the highlights of the changes available in this week’s Care Management Platform (CMP) release. It should be noted that this week’s release contains several Voice of Customer items that deliver on recent requests from customers that are actively using CMP to operate their practices.

Medical History Questionnaires

This week’s release includes the implementation of the initial solution for collecting patient medical history in CMP. This includes the ability to both print a blank copy of the medical history form (for later entry into CMP) or the direct entry of patient responses into a patient’s record. The new Medical History Questionnaire UI is accessible via the new “Medical History” area of a Patient Tab. By default, the latest recorded medical history is displayed, while the list of any existing medical histories recorded for the patient are available in the side panel.

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When users directly conduct medical history interviews during the course of care, they can enter the medical history directly into the patient’s record. Clicking on the “Collect New Medical History” action in the side panel, provides the user with a new medical history form to be recorded for the patient. Currently, the medical history form consists of several sections of yes / no questions, including some free text responses, covering areas such as allergies, existing medical conditions, and miscellaneous health status and behavioral items. Once saved, the responses will be added as the patient’s most current medical history of record.

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As previously mentioned, users have the option to generate and print a blank version of the medical history questionnaire by clicking the “Download Printable Version” action in the side panel. This generates a blank, print-friendly .pdf version of the medical history questionnaire with the patient’s name pre-populated, including a signature line. This allows practices to print or email the form for patient-directed completion and subsequent transcription into CMP (to support asynchronous workflows).

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We look forward to receiving feedback on this new functionality. Planned enhancements include the ability to copy the existing, most recent medical history form as a shortcut to completing a new medical history for the patient. Additionally, we are looking into the ability to flag allergies and health conditions as items to automatically add to the patient’s list of Medical Alerts. Lastly, we are also looking into the ability to allow users to modify the contents of the existing medical history form.

Printing Insurance Claims

This week’s release also includes the ability to generate print-friendly versions of insurance claims, allowing for the printing or electronic submission of insurance claims outside of the eClaims service / Carestream Dental Clearinghouse. CMP users can now generate a print-friendly view of insurance claims that can be used to review claim details for accuracy and/or print them out for manual submission workflows. Additionally, the practices can now configure the claim generation workflow in CMP to best match their operations.

A new Insurance Settings UI has been added to the Administration Tab (Administration Tab → Insurance → Insurance Settings). Here, users can indicate whether they would like CMP to automatically transmit insurance claims or hold generated claims for review before transmission. “Auto Transmit” will automatically queue generated insurance claims for transmission to the CSD clearinghouse, provided that all associated claim requirements are met. This is the way that CMP has handled claim generation all along. With this update, selecting “Hold For Review” will put all generated insurance claims into a temporary hold state, allowing for administrator / office manager / insurance coordinator review prior to transmission of the claim. This “hold” state will also provide users with the chance to now print the claim for purposes of review and/or submission outside of the CSD clearinghouse.

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Regardless of the setting, a new “Print Claim” control is now available for all generated claims. Users can generate this print view from the Claim Summary UI (displayed when selecting a claim in the Claims Management UI) or via the Claim Details UI (displayed when clicking on the View Claim Details link in the Claim Summary UI). Clicking this button will generate a print-friendly .pdf of the insurance claim, with all of the relevant claim details pre-populated in the latest 2019 version of the ADA’s J430 form. CMP users can then use this .pdf output to review claim details, submit electronically via a payer’s internal processing system, or print for manual submission to a payer.

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Note that depending on the claim’s current status, the user may receive a warning about the claim having been previously submitted electronically or is already closed / paid / settled, but can still freely generate the .pdf. It should also be noted that users are still able to electronically submit a printed claim to the CSD clearinghouse, but will be notified when trying to electronically submit a claim that has already been printed (and vice versa, as noted above).

Finally, a more detailed view of the claim status history is now available to users, providing an audit trail of the claim’s history. This is available via the Claim Summary UI (again, displayed whenever selecting a claim in the Claims Management UI) or via the Claim Details UI (display when clicking “View Claim Details” in the Claim Summary UI).

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We are excited to provide this functionality to CMP users and look forward to hearing how this new capability has enhanced the practice’s workflows. Planned enhancements ultimately include the ability to generate claims in support of print-based submission of secondary insurance claims as well as the possibility to correct / amend certain claim details when reviewing the claim record.

Patient Portraits (Avatars)

This week’s release also includes support for the capture and/or assignment of an image as the patient’s portrait (or avatar). Once assigned to the patient, this image will be added to the Patient Minicard UI, visible wherever the minicard is displayed. This includes patient search results, most actionable list UIs (such as the Confirmation List and Recare List), and the upper left-hand corner of all screens in the Patient Tab. The ability to add (or edit or remove) an image as the patient portrait, is now available via both the Patient Record UI and through the Patient Snapshot UI.

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Via these new controls in the Patient Record UI (Patient Tab → Patient Record → Edit Patient Record → Portrait) and the Patient Snapshot UI (Patient Minicard → Click on Patient Name → Patient Snapshot UI), users are able to manage the patient’s portrait. By default, a stock image is used for patient records, but users can capture a new image via a connected capture device (e.g., a webcam) or select and upload an image from a file directory. Clicking on the “Add Portrait” control will display the Set Patient Portrait dialog which allows users to capture a new image via their connected device or upload a selected image.

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Once acquired (or selected), users are able to lightly manipulate the image - rotating, zooming, and panning - to optimize display on the Patient Minicard UI. When saved or applied, the image will be displayed as the patient’s portrait. Users can easily change or remove the patient’s portrait by using the available controls to remove the assigned image (reverting based to the stock image) or applying a new image as the patient portrait.

We are happy to provide this new functionality to CMP users and look forward to any feedback. Planned enhancements include the ability to access and use an existing image from the patient’s Images archive within CMP.