If you are like me, your fourth-year rotations were all in different modes of practice, but all had some type of Electronic Health Records (EMR/EHR).
Although it was a daunting task at first, I have now successfully transitioned two practices from paper charts to electronic health records.
For those of you who have yet to take the leap, just a few reminders of the benefits of going paperless:
- Environmental Benefits: Paper has an environmental cost, and that happens to be the extensive use of our precious natural resources – trees, water, and energy. Also, reducing paper use reduces greenhouse gasses.
- Improve Efficiency: Most patients see paperwork as unnecessary, complicated forms. Electronic forms can now make that job easier and more efficient. Businesses that have converted to electronic records have found that it takes less time to both find and process information.
- Increase HIPAA Compliance: With electronic records, it is much easier to maintain privacy and security of patient health information. Just make sure you also have a good IT person that has ensured all the computers and the rest of the office meet the privacy requirements as well.
- Attest for meaningful use: If you still are unclear about meaningful use, read all about it in this great article, Meaningful Use: The How and Why for New OD Grads.
So after you decide to go paperless, then what?
We decided that RevolutionEHR was the best fit for our practice since as companies we share similar goals and their software is very user-friendly, cloud-based, and organized and efficient for all aspects of the practice.
I’ve put together a guide with 10 easy steps to going paperless in your practice including examples and screenshots from RevolutionEHR. I will also share why enabling these features are advantageous over using paper charts.
1) Select an in office Project Manager for your electronic health records migration
One of my favorite parts about learning to use RevolutionEHR is their training platform called the “Sandbox.”
2) System Administration for your electronic health records migration
One great benefit of electronic health records over paper is the ability to manage employee access which allows for greater security and monitoring. With so many moving parts and pages involved in patient encounters, it can be very easy to leave a paper trail (in the literal sense) which creates privacy concerns and makes potential HIPAA violations a reality.
3) Set up Physical Inventory and Service Fees
- Frames
- Lenses
- Contact Lenses
- Contact Lens Solutions
- Miscellaneous Products
- Services and Fees for procedures
This is a major advantage of electronic health record over paper charts. Electronic health records make it incredibly easy to manage inventory in an electronic database instead of on paper. Changes can be made immediately and updated seamlessly and in real time throughout the day.
Using an electronic health records with these capabilities also easily enables you to run sales reports, and obtain specific detailed information on products and services in your practice quickly and accurately. I commonly run sales reports on a daily basis, but also on a monthly basis to compare revenue from not only prior months but prior months from the previous year. This provides great utility in examining data to make practice management decisions and track and analyze the financial health of your practice.
4) Set up the Schedule and Appointment Slots
Another benefit of electronic health records over paper. What better way to track and manage a schedule rather than in real time. As a doctor, I cannot tell you how critical and advantageous it is to be able to track patient flow and keep yourself on time.
I routinely check the schedule during and between patient encounters, so I know if patients have canceled appointments, or if a patient has been added to the schedule with an ocular emergency. I also utilize live schedule updates to track when patients are checking in so I know how long they have been waiting. You simply cannot do this with paper charts and paper scheduling.
RevolutionEHR also has a mobile app so you can check your schedule when you’re out of the office.
5) Exam Templates for electronic health records
- Organizing the encounter templates from start to finish
- Choose strategic names for your templates that fit your practice
- Moving tests to different screens/areas of the templates for your exam flow
- Creating new screens/areas for the exam templates for your exam flow
Another major advantage of electronic health records over paper charts is the ability to change the type of exam template for each specific patient encounter. This is particularly important for anyone managing ocular disease or providing specialty services like vision therapy or specialty contact lenses. I’ve worked in an office with paper charts, and it can be challenging using the same template for every patient encounter.
I found myself having to write in additional testing when needed or attaching separate exam sheets and documents. This is not a very organized method and can create issues when needing to review findings and data from previous visits.
6) Communication Letters and Templates for electronic health records
Another area where paper charts fall flat. Communicating with other healthcare professionals is critical (and in a way necessary now with meaningful use and other requirements) in current times of a team-oriented approach to patient care. Keeping a patient’s primary care physician informed of diabetic eye exam results, or sending referrals to other eyecare providers for surgical intervention or treatment and management of disease is extremely difficult to do with paper records.
Referrals and communication are made simple with electronic health record, particularly with preformed templates. Most EHRs can automatically generate a letter with pertinent exam findings based off of the type of patient encounter, which once again, will save you a lot of time.
Another great benefit of electronic health records over paper is the advent of patient portals. You can allow patients access to their information and communicate with them directly which can help form a stronger bond and relationship with them.
7) Device and Partner Integration for electronic health records
RevolutionEHR’s long list of partners can be found here.
Obviously paper charts cannot integrate with diagnostic equipment, let alone other electronic resources. Electronic health records can not only integrate with these entities, but also communicate information between them.
Being able to access special testing results in real time during patient encounters for review is a massive time saver in any busy practice. This also helps with prescribing medications, as writing and or refilling medications and sending them to any pharmacy only takes a few clicks. My patients love having their medications waiting for them at the pharmacy by the time they leave my chair!
8) Data Transfer for electronic health records
The wonderful thing about the Data Transfer is how easy the support team makes this process. We had a wonderful and easy experience inputting some of our current data into RevolutionEHR.
Keep in mind: It is important to set up the key areas of your live site before completing a data transfer. This includes all items we went over in step one including:
- hours
- locations
- providers
- contracted insurance companies
- and encounter templates
9) Team Training for electronic health records
- Opticians – New User Training Videos, Orders Training Videos, Accounting Training Videos
- Receptionist- Patient Management Training Videos, Scheduling Training Videos, Accounting Training Videos
- Office Managers – System Admin Training Videos, Accounting Training Videos, Claims Training Videos
- Doctor – Patient Management Training Videos, Provider Focused Training Videos, Communications Templates Training Videos