Difference between revisions of "Interfaced Document Encounter Matching"

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FileDOCWorksTranscription finds the associated Encounter based upon the following criteria:
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[[Category:ConnectR]]
#External Visit Number and Interface Source ID of the External Visit Number
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__TOC__
#Appointment encounter for the author
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Documents will be reconciled with encounter based upon a set of logic outlined below
#Appointment encounter
 
#Encounter
 
#Appointment on that date for the patient and author
 
#Appointment on that date for the patient and document owner
 
  
==Detailed Matching==
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Basically the logic will search for an appointment based on gradually loosening criteria and if it can't match then it will match on an Encounter (if the Date Time matches exactly), along with the other criteria outlined below. If all these options fail the document will create a document in an brand new encounter.
=Documents will be reconciled with encounter based upon a set of logic outlined below. Basically the logic will search for an appointment based on gradually loosening criteria and if it can't match then it will match on an Encounter if the Date Time matches exactly, along with the other criteria outlined below.=
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*(A) = will match on an appointment
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==Legend and Notes==
*(E) = will match on an encounter
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*(A) = will match only on an appointment encounter (an appointment from the practice management system).
* All steps assume that Patient ID matches
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*(E) = will match on an encounter (any type, including encounters created through the EHR and through interfaces)
#(A)Visit Number matches, Encounter Date matches
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* All steps assume that the Patient matches
#(A)Author matches, Encounter DateTime matches
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* References to providers on the Document matching, refer to the Scheduling/Performing Provider on existing appointments/encounters.
#(A)Encounter DateTime matches, Force Provider Flag = N in ConnectR
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#(A/E)Encoutner DateTime matches, Force Provider Flag = N in ConnectR
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==Matching==
#(A)AuthorID matches in ConnectR, Encoutner Date matches
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#(A) Visit Number EXT, Encounter Date and Interface Source ID match.
#(A)Owern Id matches in ConnectR, Encoutner Date matches
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#(A) Author and Encounter date/time matches.
#(A)Matches strictly on Appointments that are Arr, Pen, RSC
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#(A) Encounter date/time matches and Force Provider Flag = N.
#(A/E)Matches on any Encounter if its an Appointment that is Arr, Pen, RSC
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#(A/E) Encounter date/time matches and Force Provider Flag = N.
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#(A) Author matches in ConnectR, Encounter Date matches.
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#(A) Owner matches in ConnectR, Encounter Date matches.
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#(A/E) Author matches in ConnectR, Encounter Date matches.
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#(A/E) Owner matches in ConnectR, Encounter Date matches.
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==ConnectR Fields==
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The fields mentioned above are the fields that you'll find in the FileDOCWORKSTranscription Message in ConnectR:
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* Encounter Date / Time: 10th parameter
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* Visit Number EXT: 57th parameter
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* Author: 18th parameter
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* Owner: 34th parameter
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* Force Provider Flag: 59th parameter

Latest revision as of 19:34, 19 June 2013

Documents will be reconciled with encounter based upon a set of logic outlined below

Basically the logic will search for an appointment based on gradually loosening criteria and if it can't match then it will match on an Encounter (if the Date Time matches exactly), along with the other criteria outlined below. If all these options fail the document will create a document in an brand new encounter.

Legend and Notes

  • (A) = will match only on an appointment encounter (an appointment from the practice management system).
  • (E) = will match on an encounter (any type, including encounters created through the EHR and through interfaces)
  • All steps assume that the Patient matches
  • References to providers on the Document matching, refer to the Scheduling/Performing Provider on existing appointments/encounters.

Matching

  1. (A) Visit Number EXT, Encounter Date and Interface Source ID match.
  2. (A) Author and Encounter date/time matches.
  3. (A) Encounter date/time matches and Force Provider Flag = N.
  4. (A/E) Encounter date/time matches and Force Provider Flag = N.
  5. (A) Author matches in ConnectR, Encounter Date matches.
  6. (A) Owner matches in ConnectR, Encounter Date matches.
  7. (A/E) Author matches in ConnectR, Encounter Date matches.
  8. (A/E) Owner matches in ConnectR, Encounter Date matches.

ConnectR Fields

The fields mentioned above are the fields that you'll find in the FileDOCWORKSTranscription Message in ConnectR:

  • Encounter Date / Time: 10th parameter
  • Visit Number EXT: 57th parameter
  • Author: 18th parameter
  • Owner: 34th parameter
  • Force Provider Flag: 59th parameter