Difference between revisions of "Allscripts PM"

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(Undo revision 9709 by JC (Talk))
(Undo revision 9708 by JC (Talk))
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AEPM utilizes the Allscripts Interface Engine (AIE), formerly known as Healthmatics Interface Engine (HIE).
 
AEPM utilizes the Allscripts Interface Engine (AIE), formerly known as Healthmatics Interface Engine (HIE).
  
 +
=Inbound Interfaces=
 
==Inbound ADT==
 
==Inbound ADT==
 
===Manual Import===
 
===Manual Import===
Line 16: Line 17:
 
===Automatic Import===
 
===Automatic Import===
 
===Linking===
 
===Linking===
'''Carriers'''
+
Carriers Carrier ID
*Carrier ID
+
Default Carrier
*Default Carrier
+
Self Pay  
*Self Pay  
+
Cross Reference Link
*Cross Reference Link
+
Employer None
'''Employer'''
 
None
 
 
Cross Reference Link
 
Cross Reference Link
'''Guarantor'''
+
Guarantor None
None
 
 
Demographic Match
 
Demographic Match
 
Guarantor Reference Number
 
Guarantor Reference Number
Line 31: Line 29:
 
Same as Patient
 
Same as Patient
 
Social Security Number
 
Social Security Number
'''Patient'''
+
Patient Enterprise Number
Enterprise Number
 
 
Patient Medical Record Number
 
Patient Medical Record Number
 
Name/Date of Birth
 
Name/Date of Birth
Line 38: Line 35:
 
Social Security Number
 
Social Security Number
 
Patient Reference Number
 
Patient Reference Number
'''Plan'''
+
Plan None
None
 
 
Plan Code
 
Plan Code
 
Plan Description
 
Plan Description
'''Policy'''
+
Policy None
None
 
 
Policy Reference Number
 
Policy Reference Number
 
Subscriber/Certificate Info
 
Subscriber/Certificate Info
'''Primary Care Provider'''
+
Primary Care Provider None
None
 
 
Abbreviation
 
Abbreviation
Default Provider
+
Default Provider
Same as Usual Provider
+
Same as Usual Provider
Cross Reference Link
+
Cross Reference Link
'''Referring Doctor'''
+
Referring Doctor None
None
 
 
Abbreviation
 
Abbreviation
 
Default Referring Doctor
 
Default Referring Doctor
 
Cross Reference Link
 
Cross Reference Link
'''Subscriber'''
+
None
+
Subscriber None
 
Demographic Match
 
Demographic Match
 
Name/Date of Birth
 
Name/Date of Birth
 
Social Security Number
 
Social Security Number
 
Subscriber Reference Number
 
Subscriber Reference Number
'''Usual Provider'''
+
Usual Provider None
None
 
 
Abbreviation
 
Abbreviation
 
Default Provider
 
Default Provider
 
Cross Reference Link
 
Cross Reference Link
'''Relationship'''
+
• Relationship* Cross Reference Link
Cross Reference Link
+
 
 +
==Inbound Charge==
 +
===Automatic Import===
 +
*Select Financial Processing -> Automatic Transactions -> Import Charges tab:
 +
[[File:AEPM_Charge_Import.jpg]]<br>
 +
*Notice for the following example, exceptions were generated due to linking:
 +
[[File:AEPM_Charge_Import2.jpg]]<br>
 +
 
 +
===Linking===
 +
'''Actual Provider'''
 +
*Abbreviation
 +
*Default Provider
 +
*Patient’s Usual Provider
 +
*Cross Reference Link
 +
*Appointment Resource Provider
 +
'''Ailment Type'''
 +
*None
 +
*Default Ailment Type
 +
'''Billing Provider'''
 +
*Abbreviation
 +
*Default Provider
 +
*Patient’s Usual Provider
 +
*Same as Actual Provider
 +
*Cross Reference Link
 +
'''Carrier'''
 +
*Default Carrier
 +
*Primary Insurance
 +
*Self Pay
 +
*Cross Reference Link
 +
'''Coverage Type'''
 +
*None
 +
*Appointment
 +
*Cross Reference
 +
*Default Coverage Type
 +
'''Practice'''
 +
*Abbreviation
 +
*Default Practice
 +
*Actual Provider’s Default Practice
 +
*Cross Reference Link
 +
*Appointment Department
 +
'''Diagnosis Code'''
 +
*Diagnosis Code
 +
*Procedure Code Default Diagnosis
 +
*Cross Reference Link
 +
'''Encounter'''
 +
*None
 +
*Appointment ID
 +
*Encounter Number
 +
'''Fee'''
 +
*Extended Fee Amount
 +
*Procedure Code Fee
 +
*Extended Procedure Code Fee
 +
*Unit Fee
 +
'''Incoming Referral'''
 +
*None
 +
*Authorization Number
 +
*Appointment Referral
 +
'''Location'''
 +
*Abbreviation
 +
*Default Location
 +
*Place of Service Default Location
 +
*Cross Reference Link
 +
*Appointment Location
 +
'''Modifier'''
 +
*None
 +
*Modifier Value
 +
•Cross Reference Link
 +
'''Patient'''
 +
*Patient Additional Info Field
 +
*Enterprise Number
 +
*Patient Medical Record Number
 +
*Name/Date of Birth
 +
*Patient Number
 +
*Social Security Number
 +
'''Payment'''
 +
*None
 +
*Create Payment from Imported Charge
 +
'''Place of Service'''
 +
*Abbreviation
 +
*Default Place of Service
 +
*Cross Reference Link
 +
*POS Default Appointment Location
 +
'''Procedure Code'''
 +
*Procedure Code
 +
*Cross Reference Link
 +
*Procedure Code with Modifier
 +
'''Referring Doctor'''
 +
*None
 +
*Abbreviation
 +
*Default Referring Doctor
 +
*Patient’s Referring Doctor
 +
*Cross Reference Link
 +
*Patient’s PCP
 +
'''Transaction Code'''
 +
*None
 +
*Abbreviation
 +
*Default Transaction Code
 +
*Cross Reference Link
 +
'''Units'''
 +
*Default to 1 Unit
 +
*Unit Value
  
 
=Outbound Interfaces=
 
=Outbound Interfaces=
 
*AEPM integrates with AE-EHR to provide PM to EHR registration, scheduling, and finance processing.  
 
*AEPM integrates with AE-EHR to provide PM to EHR registration, scheduling, and finance processing.  
 
*Reg/sched, dictionary, and charge interfaces are installed for full integration
 
*Reg/sched, dictionary, and charge interfaces are installed for full integration

Revision as of 18:39, 26 November 2010

Overview

Allscripts Enterprise PM (AEPM), formerly known as Touchworks PM or TWPM, is a practice management application.

Interface Engine

AEPM utilizes the Allscripts Interface Engine (AIE), formerly known as Healthmatics Interface Engine (HIE).

Inbound Interfaces

Inbound ADT

Manual Import

  • Select Patient Management -> Automatic Registration -> Import Patients tab

AEPM Demo Import.jpg

  • Notice that for the following example, exceptions were generated due to provider linking:

AEPM Demo Import2.jpg

  • Once the exceptions have been resolved, the patient can be registered new:

AEPM Demo Import3.jpg

Automatic Import

Linking

• Carriers Carrier ID Default Carrier Self Pay Cross Reference Link • Employer None Cross Reference Link • Guarantor None Demographic Match Guarantor Reference Number Name/Date of Birth Same as Patient Social Security Number • Patient Enterprise Number Patient Medical Record Number Name/Date of Birth Patient Number Social Security Number Patient Reference Number • Plan None Plan Code Plan Description • Policy None Policy Reference Number Subscriber/Certificate Info • Primary Care Provider None Abbreviation Default Provider Same as Usual Provider Cross Reference Link • Referring Doctor None Abbreviation Default Referring Doctor Cross Reference Link   • Subscriber None Demographic Match Name/Date of Birth Social Security Number Subscriber Reference Number • Usual Provider None Abbreviation Default Provider Cross Reference Link • Relationship* Cross Reference Link

Inbound Charge

Automatic Import

  • Select Financial Processing -> Automatic Transactions -> Import Charges tab:

AEPM Charge Import.jpg

  • Notice for the following example, exceptions were generated due to linking:

AEPM Charge Import2.jpg

Linking

Actual Provider

  • Abbreviation
  • Default Provider
  • Patient’s Usual Provider
  • Cross Reference Link
  • Appointment Resource Provider

Ailment Type

  • None
  • Default Ailment Type

Billing Provider

  • Abbreviation
  • Default Provider
  • Patient’s Usual Provider
  • Same as Actual Provider
  • Cross Reference Link

Carrier

  • Default Carrier
  • Primary Insurance
  • Self Pay
  • Cross Reference Link

Coverage Type

  • None
  • Appointment
  • Cross Reference
  • Default Coverage Type

Practice

  • Abbreviation
  • Default Practice
  • Actual Provider’s Default Practice
  • Cross Reference Link
  • Appointment Department

Diagnosis Code

  • Diagnosis Code
  • Procedure Code Default Diagnosis
  • Cross Reference Link

Encounter

  • None
  • Appointment ID
  • Encounter Number

Fee

  • Extended Fee Amount
  • Procedure Code Fee
  • Extended Procedure Code Fee
  • Unit Fee

Incoming Referral

  • None
  • Authorization Number
  • Appointment Referral

Location

  • Abbreviation
  • Default Location
  • Place of Service Default Location
  • Cross Reference Link
  • Appointment Location

Modifier

  • None
  • Modifier Value

•Cross Reference Link Patient

  • Patient Additional Info Field
  • Enterprise Number
  • Patient Medical Record Number
  • Name/Date of Birth
  • Patient Number
  • Social Security Number

Payment

  • None
  • Create Payment from Imported Charge

Place of Service

  • Abbreviation
  • Default Place of Service
  • Cross Reference Link
  • POS Default Appointment Location

Procedure Code

  • Procedure Code
  • Cross Reference Link
  • Procedure Code with Modifier

Referring Doctor

  • None
  • Abbreviation
  • Default Referring Doctor
  • Patient’s Referring Doctor
  • Cross Reference Link
  • Patient’s PCP

Transaction Code

  • None
  • Abbreviation
  • Default Transaction Code
  • Cross Reference Link

Units

  • Default to 1 Unit
  • Unit Value

Outbound Interfaces

  • AEPM integrates with AE-EHR to provide PM to EHR registration, scheduling, and finance processing.
  • Reg/sched, dictionary, and charge interfaces are installed for full integration