Importing Documents for Provider or Staff Review
Workflow Steps
- Upload document to patient documents section and place in the most appropriate category.
- Best practice: Assign the document date, not the date you upload it (it will default to the current date). – In other words, if it is a report of some type, select the date of the report in the Upload Documents window.
- You can flag the document for review by selecting the “File For Review” checkbox and select the appropriate staff member.
- Best practice is to give the document a meaningful name like “Labs Saint Francis 08/24/24” – Document names can be edited after uploading.
- Optional: Uploaded documents can be shared with the patient via the portal (PHR), or via Text via check box selection.
Received Documents with No Patient Record
When you receive documents via fax, mail, or in person for which there is no patient chart, you can use the patient titled “DOCUMENT REVIEW” (PAT1012) as an attachment point for the document.
Charm EHR User Guide
Patient Document Categories
| Document Category | Description | Notes |
|---|---|---|
| ASTM CCR | ||
| C-CDA | Colsolidated Clinical Docment Architecture. This is an HL7 Mark up file | Limited use in our practice as of now. |
| Consent Forms | Any signed consent forms that are not in patient questonnaires. | These may be paper based and scanned or others. |
| Correspondence | Letters from us or to us. General correspondence stored here. | |
| DrChrono Migrated Records | Migrated patient records from our old EMR | |
| ECG | ||
| Encounter Notes | Migrated patient encounter notes from DrChrono EMR. | |
| EOB or ERA | Explanatio of Benefits or Electronic Remittance Advice documents. | Rarely used now as these are typicalliy sent electronically. |
| Faxed Documents | Documents that have been faxed out can be stored here. | Usually these reside in the faxing portal. Humblefax |
| Handouts | Patient education | |
| HIPAA | HIPAA related documents | |
| HL7 CCD | Colsolidated Clinical Docment Architecture. This is an HL7 Mark up file | |
| HL7 CCDA | Colsolidated Clinical Docment Architecture. This is an HL7 Mark up file | |
| Insurance | Insurance card or insurance plan docs can be stored here | |
| Lab | Lab records, requsitions. | Most labs we order come back into Charm via interface with DLO/Quest. |
| Legal | Legal docs. Custody, Court Orders, Driver License, Passport. | |
| New Patient Package | Old record storage for new pateint intake | |
| Others | Misclaneous | |
| Outside Records | Outside medical or other records received from other helthcare providers or orgs | |
| PGx Reports | Pharmacogenetic Testing - DNA test results | |
| Pharmacy | Pharmacy related documents | |
| Pictures | Patient pictures | |
| Referral | Referral documents | |
| ROI Release of Information | Release of Information Documents | |
| Rx Prior Auth | Prescription Prior Auth docs - approvals, denials, supporting docs. | |
| Screener | New Patient Interest forms | |
| Spravato | Spravato Related: spravato withME, Benefits investigations, etc. | |
| Spravato Auth | Specific to authorization documents for medication approval. LOMN, supporting docs, etc. | |
| Vanderbilt Assessments | Vanderbilt Patient Assessments | |
| Last update | 2021-07-20 13:54:01 |