HERO® PM (Practice Management)

 

Demographics

 

  • Maintains multiple contacts, insurers, addresses, and phone #'s
  • Tracks primary & referring providers, and deceased & inactive status
  • Search for patients by any portion of name, health #, chart #, or phone #
  • OBEC & HCV supported via HTN Inc.'s Facility Management Site (FMS)
  • Fully integrated card reader device support
  • Supports auto-incrementing chart #'s
  • List patients by status (e.g. incomplete, pending, invalid health #, etc.)

 

Billing

 

  • Processes all Ontario billing models, plus private & 3rd party billing types
  • Full error checking and rich MOHLTC business rules logic warnings
  • User specified default mechanism speeds data entry
  • Billings can be partitioned by speciality, roles, locations, etc.
  • MOHLTC submissions/reponses support via FMS (i.e. no need for EDT ‡ )
  • Automatic reconcillation & re-submission workflow fully integrated
  • Prints invoices, receipts, statements, mailing labels, aged AR reports, etc.
  • Billing closely integrated with scheduler & unbilled appointments tracked
  • “Supercodes” allow groups of fees/diagnosises to be easily billed together
  • Automatic recurring billings by both patient and bill “template” lists
  • Fee (with historical) and diagnosis tables updated automatically from FMS
  • List bills by status (e.g. error, reconcile, archive, etc.), type, and period

 

Scheduling

 

  • Configure daily schedules with either repeating or unique “slots”
  • Schedule multiple time “slots” with variable duration and different types
  • Define custom color scheme for schedule and appointment types
  • Appointments include selectable status, priority, and type criteria
  • Specify reasons for visits, preferences, alerts, and free form notes
  • Submits upcoming patients' health card info for OBEC checking
  • Supports “over/wave” bookings and rich business rules logic warnings
  • Search for available appointments by period, day, time, and provider
  • Rich recurring appointments dialog and “rebook” using copy feature
  • Scheduler closely integrated with billing & unbilled appointments tracked
  • Customize day view with multi-appointments per “slot” & patient tracking
  • Month view shows available appointments with “drill-down” to details
  • Multi-provider views synchronized by date and time

Workflow

 

  • “Swipe” card reader to update/locate health card info & demographics
  • Correct health card info from incomplete or error status patients list
  • Flexibility to bill directly from “chits”, scheduler view, or patient window
  • Submit/receive health card & billing info via FMS as frequently as desired
  • Correct/edit/reconcile bills from lists selectable by various criiteria
  • Add appointments directly, from scheduler, or from patient window
  • Arrange multi-provider scheduler views for easy data entry by reception

 

Reporting/Querying

 

  • A complete suite of integrated reports supports the various workflows
  • Reports are context sensitive and can be previewed before printing
  • Export reports in multiple formats (i.e. PDF, RTF, Text, XLS, & XML)
  • E-mail or fax any report & include/suppress “letterhead” info on demand
  • Report designer ‡‡ allows modification/customization of reports
  • Ad hoc query facility ‡‡ enables extensive analysis of practice & clinical data

 

Security & Auditing

 

  • Authentication and “role” membership managed by operating system
  • Access rights (e.g. Billing, Lab, Rx, etc.) grouped by provider's patients
  • Access rights assignable to either user or “role” (e.g. provider, nurse, etc.)
  • Rights define operations (i.e. none, read-only, change, full, & no reporting)
  • Data retained per applicable legislative requirements
  • Complete audit trail, including operator & date/time, of all activity

 

Communications

 

  • Secure communications to FMS via phone line/modem or Internet
  • Remote access ± to Site data via phone line/modem or Internet

 

Architecture

 

  • Client/server model using XML Web Services
  • Rich/smart client interface using Windows Forms
  • .NET Framework (free) required on client & server machines
  • SQL Server 2000 ‡‡ /MSDE 2000 (free) required database on server

 

Requirements

 

  • Server – Windows 2000 or XP Professional or better
  • Client – Windows 98 or better (may be same machine as Server)
  • LAN - optional

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HERO® CMS (Clincal Management System)

All features in HERO ® PM, plus:

 

Electronic Medical Records (EMR)

 

  • Maintains problem, immunization, allergy, alert, risk, & family history data
  • Problem list based on ICD-9, MOHLTC fee codes, and user defined codes
  • Problem status tracked as active, chronic, controlled, inactive, or resolved
  • Allergy list composed from First Data Bank (FDB) drug database ‡‡
  • Code tables allow “user-defined” codes to be easily added
  • Customize list views to user preferences (i.e. columns, positioning, etc.)
  • Define custom color scheme to visually distinguish type, status, & priority
  • All data items use structured format and also support free form notes
  • Integrated with billing, schedule, lab, medications, encounters, & referrals
  • Query ‡‡ all provider's patients' clincal data on any complex search criteria
  • Save any query ‡‡ for subsequent re-use, with relative dates & provider

 

Cumulative Patient Profile (CPP)

 

  • Summary of problem, medication, allergy, alert, risk, & family history data
  • Profile lists are individually selectable to display “All”, or just “Active”, items
  • Associated notes with each data item may be optionally displayed
  • CPP/EMR automatically updated by entry in other parts of the program
  • Add/edit items directly in either the CPP or EMR areas of the program

 

Progress List

 

  • List and instantly view all clinical documents, ordered by date/time entered
  • Categories include appointments, encounters, Rx's, lab requisitions & results, tasks, referrals & attachments
  • Selectively display any, or all, catagories, and “All”, or just “Active”, items
  • Allows “continuum of care” to be readily understood at a glance

 

Encounter Documentation

 

  • Employ rich user-definable “templates” to document standard encounters
  • Numerous templates provided for common encounter types
  • Tab between “fields”, accept/reject default text, select one of many, etc.
  • Easily add new templates, or draw from our every expanding list of them
  • Document encounters using a combination of typing and dictation
  • Integrated dictation system allows audio recording, playback & saving
  • Track status of encounters as Draft, Reviewed, or Archive
  • List encounters by status and state for easy transcription & review thereof
  • Also, use the templates feature elsewhere in letters, tasks, or any notes

Laboratory Reports/Results

 

  • Receive laboratory reports via FMS (i.e. no need for lab communications ‡ )
  • Supports all 3 major Ontario labs (i.e. MDS, CML, & Gamma/Dynacare)
  • Display unread and abnormal reports distinctly in provider's workflow lists
  • Attach free form notes to any report, and assign tasks for “follow up”
  • Laboratory results are attached to patient's clincial record
  • Display historic results in list, tabular (i.e. flow sheet), or graphical format
  • Add and track requisitions & print them onto MOHLTC approved forms

 

Medication Management

 

  • Add and print multi-drug prescriptions (Rx) directly, or from patient window
  • Search drugs by either generic or brand name & show brands for generic
  • Define limited “favourite” drug lists for each provider
  • Rx items support dosage type, repeat, long term, & compliance indicators
  • Copy feature simplifies repeat and refill prescriptions
  • Optionally suppress Rx items from appearing on CPP
  • Perform drug-to-drug interactions (includes severity) using FDB database ‡‡
  • Perform drug-to-allergy interactions using FDB database ‡‡
  • Drug duplication & age based dosage range checks using FDB database ‡‡
  • FDB and/or TPD tables frequently updated automatically from FMS

 

Referrals

 

  • Referral/correspondence letter templates with letter specific context
  • Include any portion of EMR/clinical data into letter by period & status
  • Auto-generate a task to book an appointment while preparing the referral
  • Monitor booking details and referral status
  • Tracks referrals for each patient

 

Document Management

 

  • Scan/attach any document (e.g. consult, discharge, etc.) into clincal data
  • OCR ‡‡ tightly integrated & dramatically reduces storage requirements
  • Keeps date created/received, “user-defined” type, status, priority, & source
  • Display unread and prioritized reports in provider's workflow lists
  • Use any TWAIN scanner, and select resolution & color or full -interface
  • Resize/fit scanned documents in integrated viewer, and open attachments
  • Tracks external documents for each patient

 

Task Management

 

  • Assign tasks to any user or “role” with priority and status (i.e.draft or open)
  • Associate a task with a particular patient and track tasks for each patient
  • Auto-generate tasks while reviewing lab results or external documents
  • Record, playback and save dictation & use for intra-office voice mail
  • Display tasks by assignee, “role”, or assignor in each user's workflow lists
  • Manage and list open/completed tasks by due date and priority
  • Use feature as an intra-office messaging system & a personal “ToDo” list

 

Workflow

 

  • Go completely “paperless” and manage full clinical records online
  • Add all EMR data directly to the patient record & view CPP at a glance
  • Add bills, appointments, encounters, Rx's, & referrals directly from patient
  • Edit encounter notes directly, or use integrated dictation & transcribe later
  • Open patient directly from day view of scheduler
  • Multiple patients may be opened & switched between with “TreeView Bar”
  • Track unread & abnormal laboratory reports, and assign tasks
  • Print, fax, or e-mail referral letters, and scan/attach external documents
  • Track unread & prioritized received documents, and assign tasks
  • “Sign-off” lab reports, external documents, and transcribed encounters
  • List all user's tasks, or those user assigned, by status, priority, & period

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HERO® CMS for PCRG ¥

All features in HERO ™ CMS §, plus:

(Clinical Management System for Primary Care Renewal Groups)

Demographics

 

  • Tracks PCRG enrollment status

 

Recall Management

 

  • Handles all aspects of Preventative Care Management recalls
  • Generates recall lists for pap, mammogram, influenza, and immunization
  • Recall lists are online and are manipulated for tracking claiming conditions
  • Create and track custom patient mailings with user specified templates
  • Automatically generate bills for eligible Service Enhancement codes
  • Produce reports/audits to claim cumulative bonus codes
  • Tracks recalls for each patient, and supports “user-defined” recall types
  • Use the query facility to automatically generate “user-defined” recalls
  • Print form letters associated with any recall type
  • Manage any recall type from provider specific “work queues”

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Pocket PC HERO® application

 

Features

 

  • Download & view a provider's day sheets & tasks over any period of time
  • Lists any day's appointments showing time, duration, status, & patient
  • Click to view the patients' basic demographics, CPP, and lab results
  • Lists assigned/open tasks by priority, and mark any task as Completed
  • Use the integrated transcription system to record encounters and tasks
  • Tasks may be either “stand alone” or associated with a particular patient
  • Also, add appointments, bills, & Rx's for any downloaded patient
  • Windows mimic a subset of HERO ® 's, & edits have confirmation prompts
  • Automatically senses and exchanges data when within “WiFi” range
  • Refresh any day sheet, task list, or individual patient on demand
  • Device memory is carefully managed & “oldest” information is purged first
  • User credentials ensure secure communication with the Site's database

 

Requirements

 

  • Any Pocket PC device with Windows Mobile 2002 or higher
  • .NET Compact Framework (free) installed on the device
  • Recommended 32 MB or more RAM & WiFi capability

 

‡ Provider registration with applicable organization is still required

‡‡ Feature has additional licencing requirements

± Configuration fees may apply

¥ Validated pursuant to CMS Local Solution requirements & eligible for IT funding

§ All “additional licencing requirements” of HERO ® PM & HERO ® CMS included