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Frequently Asked Questions and Tips regarding:
     Billing
     Clinical Database
     Clinical Summary
     Demographics
     General
     List Files
     Messages/Email
     Prescriptions
     Progress Notes

Billing
How do I change the default billing codes and fees? Go to the "Billing codes and fees" in the Lists.FP5 file: (button sequence: ComChart > Administration > Billing codes and fees) and enter the desired data in each box. This data can only be accessed using the master password (Password protection is disabled in the demo and single user versions).
Which billing systems does your software incorporate and transfer billing data? ComChart links to Lytec, MediSoft and Altapoint billing programs. Check with use for the latest list.

Clinical Database
What is the medical or clinical database file? We recommend that you use the clincial database to store medical information, abstracts, differential diagnosis and other information that you may need while you are seeing patients. If you want a comprehensive computerized textbook of medicine, we strongly recommend "Up-to-date in Medicine". It is excellent and can be installed on your PC or Mac.

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Clinical Summary
When you first see a patient, or when you start begin using ComChart, you should be able to enter the date that a medication was started as "<" or "prior to." Otherwise the initial note is deceptive, as if you started the medicine on that day. Unfortunately, the date field will only accept dates in the format 1/23/1954. We recommend that you use the first day of the month or the first day of the year to indicate an approximate date. If you are concerned about the medico-legal issues, put a note in the patient's Progress notes mentioning that the start date is an unknown date occurring before the indicated date or a notation in the "comments" area alongside the entered date.
Many patients confuse allergy with side effect. I am entering Demerol which caused vomiting. Do you leave this under allergy, with a comment alongside the medicine name? Yes, we recommend that you use the comment area to specify the nature of the drug allergy.
I tried to add a name to the associated clinicians list and couldn't. Can you only add a name if it is in the physician addresses? Yes, you are correct. The purpose of the "associated clinicians" list is to automate the communication process between you and other health care providers. ComChart will be able to fax or print progress notes (along with envelopes) only if the provider is listed in the Addresses file.
When you are seeing an initial patient and want to put past things on the old problem list, how do you enter a date that it will accept? All dates in ComChart must be in the format: 1/2/1987 or 12/31/1999. All times in ComChart must be in the format: 3:05 PM or 15:05. These dates can be manually entered by click in the respective fields.
Can I print out just the problem list and medication list? Yes, go to the clinical summary and click on the underlined button "problem list" or "medicine list." Alternatively, you could click on the “print clinical summary” button and this will printout a 1-2-page summary of all the patient’s information.
On clinical summary, under “old problems”, the current date gets entered automatically under "to" column. What is this for? The "from" date on the “old problems” is the date when the item was placed on the “current problem” list. The "to" date is the date the item was placed on the “old problem” list. The user can manually change these dates.

Demographics
Where in the demographics
is the "emergency" contact?
In the demographics file, under "emergency contact."

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General
Why, when you are typing the progress notes, does the TAB key get you into another field? This is a quite tedious, as I am accustomed to using TAB to start a new paragraph. In FileMaker Pro, the tab key moves your insertion point into a new field. To insert a tab character into a field: Click where you want to insert the tab, then press Ctrl-Tab (Windows) or Option-Tab (Mac OS). FileMaker sets the default tabs at a fixed interval, however the user can change this as per the FileMaker instructions.
In many places the column headings are underlined. What does this mean? When a column heading is underlined, it implies either 1) that the button has a second, less obvious function which can be initiated by holding down the shift key when you click on the button or 2) you can sort the data by clicking on the underlined heading For example, the lab results layout has three of the headings underlined: the patient name, the test name, and the date of the test. The data can be sorted chronologically by clicking on the date, it can be sorted by patient name by clicking on the patient name heading, and it can be sorted by test name by clicking on the test name heading.

In the clinical summary layout, the name “Medicine list” is underlined. When you click on it, it will print the medicine list. Throughout ComChart, you will also see the patient’s name, underlined. When you click on it, you will be taken to the patient’s progress notes. If you hold down the shift key when you click on the patient name, you will be taken to a progress note layout that shows all the associated diagnosis.

How do I get ComChart to print my envelopes to one printer, prescriptions to a second printer and other documents to a third printer? The underlying language of ComChart is FileMaker Pro 5. The selection of your printer is controlled by your computer's operating system and cannot be controlled by FileMaker Pro 5/ComChart. The solution is to use one printer for all of your printing needs. ComChart can then be set to automatically select an envelope (from the envelope tray) or plain paper, as needed. This can be accomplished using most laser printers and with some ink-jet printers. It will require that you have access to the scripting language (which is only available to those who have purchased ComChart.) There are also inexpensive commercial plug-ins that you can buy to work with ComChart that will allow you to work with a second printer.
How do enter EKGs? Go to the patient's progress note, click on the "options" button and then the "create graphics" button. Using a drawing or painting program, “copy” the entire EKG then "paste" the graphical image of your EKG into the large empty space in this newly created progress note.
Where do you put pathology reports, stress test, PFT results, echocardiogram reports and imaging reports?? Currently, progress notes can be given a “classification” as either dietary, email, graphics, in-coming letter, labs, referral, pathology, progress notes, reports and stress tests. The user can modify this list at ComChart> Administration> Lists> Pop-up lists. This data can only be changed using the master password (password protection is disabled in the demo and single user versions). Once you establish you own classification method, your progress notes can be stored and examined by classification. For example, you may ask ComChart to show you only all the patients “pathology” reports or “Hospital discharge summaries.”

We recommend that the imaging reports be stored in the x-rays file.

My 14-inch monitor is too small to use with ComChart. How come I can not see the entire screen on my 14-inch monitor? ComChart recommends you use a computer screen with a resolution of at least 600 x 800 and preferrably 700 x 1000 (or greater.)

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Lists File
Where do I go to edit the stationary header and prescriptions header?
Click on the following series of buttons: ComChart >Administration>Users.
Why does the last line of my stationary or prescription header fail to appear on the printed document?
The prescription header and stationary header that you create must fit within the borders of the field in which they were created (ComChart>Administration>users.) If there are too many lines in the header, you will not see the entire header when you exit from the respective fields. The size of the stationary header field was increased in ComChart v4.

Messages/Email
How does my secretary send me an email to inform me that I have a phone call from another physician? The secretary should select "go to: Message board" from under the scripts menu bar or click on the blue "Messages" button which is located on most layouts. He/she should then select your name from the drop-down list which is located under the "go to message board of:" button. Then click on the "go to message board of:" (top right corner, in light blue.) In the bottom right corner is a yellow field with a red border, for "STAT messages." Your secretary should type in a one-line note.

On the computer at which you are working (assuming you logged-in under your own name) the black and yellow "ComChart" button will change to red and yellow and the first few words of the secretary's STAT message will be displayed. If you click directly on the STAT message, you will be taken to your message board where you can read the message. You must completely delete the message before the black and yellow "ComChart" button will cease displaying the STAT message. Clicking on the "Delete STAT message" button allows you to do this. To return to your patient, click on blue button that contains the name of the patient whose chart you want to return to. If you want to reply to the message, go to your secretary's message board and enter a STAT message for her to read.


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Prescriptions
Does ComChart check for drug interactions or cross-drug allergies? It is our belief that it is impossible for an EMR to maintain a truly accurate and up-to-date list of all cross drug allergies and drug interactions, as new medications are being brought to the market on a daily basis. Therefore, we have decided not to add this feature, as it will likely become out-dated very quickly.

We suggest that you purchase a separate program to check for drug interactions. The Medical Letter Drug Interaction program is inexpensive, cross platform, easy to use and it comes with regular up-dates.

Will ComChart warn me of a drug allergy? Yes, ComChart will look for an exact match between the prescribed medication and the medications listed on the patient's allergy list. It will warn you of a drug allergy only if it finds an exact match. For example, if the patient’s allergy list contains "amoxicillin" and you prescribe "ampicillin," ComChart will not notify you that the patient is allergic to ampicillin. Similarly, if you list “sulfa’ on the allergy list and prescribe Bacterium, it will not warn you. However, if you prescribe sulfamethoxazole, it will warn you of a possible drug allergy as the word “sulfa” appears within the word “sulfamethoxazole.”
Where do you list the pharmacy that a patient uses? In the demographics under "pharmacy" or in the prescriptions are under "pharmacy".
Where do you list the patient’s pharmacy? In the demographics under "pharmacy" or in the prescriptions under "pharmacy." For this information to be useful, the pharmacy must first be entered in the Addresses file. Ideally, you should include a phone number so that you can fax prescriptions directly to the pharmacy.

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Progress Notes
Can one write macros and text blocks that can be use as templates in the progress notes? Yes, this is already built into ComChart. You can create progress notes/consult notes using macros and prewritten progress notes (template progress notes.) These can be added by clicking on the title of the template progress note.

In addition, you can use macro programs (e.g. TypeIt4U on the Mac) to automatically add text to your progress notes.

What should I do with letters, x-ray reports and consult notes that I receive by mail? We recommend that you dictate a 2-3-sentence summary and place it into your progress notes. Alternatively, you could scan in the letters using optical character recognition or you can store the letters as scanned images. This latter option has some problems because the data is not easily searchable and will result in a very large database. For example, a 5,000 patient ComChart file, with no scanned letters is about 350 MB whereas the same 5,000 patient file, in which all incoming letters are scanned is estimated to be about 2,600 MB (2.6 GB). As a CD-ROM currently holds only 650 MB, the latter option may be difficult to backup and slow the operation of a database. As backing-up is essential, and should be done frequently on a defined schedule (at least twice daily), it should be as easy to do as is possible.

It is our experience that the 2-3 sentence summary option is the most cost effective and easiest to implement.

When you are entering the data into the progress notes file (such as vital signs), it is not obvious how to change the date of a progress note. It should be difficult to change the date, but not impossible. Case in point, you see a patient but do not enter the data until the following day. You can change the date of the progress note. When you are on the progress note, click on the buttons options > Alter date, time classification. Not all passwords will allow access to this layout. From here, you can delete the note, change the date of the note or reassign the note to a new classification. The original date that the note was created remains stored in a second location, which can not be altered and is not easily accessible.
How do I update my problem list, medicine list, and allergy list without retyping the data? ComChart can automatically add text to the problem list, medicine list and allergy list and old problem list, so that you do not need to re-type the information. When you are on the progress notes, highlight the desired text and click the "+" button located to the right of the "problem list," "medicine list" or "allergy list" buttons. This will put the highlighted information into the respective list. If you hold down the shift key when you click on the “+” problem list button, the data will be added to the old problem list.
I have my patients complete a history form before the first office visit. Could this be scanned in or must I keep a separate paper chart? ComChart can automatically add text to the problem list, medicine list and allergy list, so that you do not need to re-type the information. When you are on the progress notes, highlight the desired text and click the "+" button located to the right of the "problem list," "medicine list" or "allergy list" buttons. This will put the highlighted information into the respective list.
I have my patients complete a history form before the first office visit. Could this be scanned in or must I keep a separate paper chart? You could scan it and then paste it into one of the "graphics" progress notes. However, you will probably find the scanning process time consuming and it will markedly increase the size of your files. Thus, we do not advise that you scan-in all of your documents. We recommend that you modify the "ROS" options in the "List" file (ComChart > Administration > Review of Systems) so that it closely mimics your history form. Once this is done, the “comprehensive history ” form within ComChart will closely mimic your paper form and the data could easily be entered into ComChart by a nurse, NP or PA.

If you need a copy of the history form which is the basis of ComChart's ROS, email a request by

If you need a copy of the history form which is the basis of ComChart's ROS, email a request to info@comchart

What do you do with inactive records of patients who have transferred or died? We recommend that you remove the address and phone numbers from their respective fields so you don’t accidentally call the patient about their next appointment or send them a letter about a past due test. Also put a note in the "contact comments" field and in the last progress note that the patient has expired. There is no reason to remove their records from ComChart.
How to you print a complete record when a patient leaves/asks for a copy of his/her record? To print the chart, first go to the patient's progress notes, then click on the "print or fax" button. This will take you to the print/fax layout. On this layout, you can choose which sections of the chart you want to print, e.g., clinical summary, flowsheet, labs, x-rays, (some/all of the) progress notes, etc. When all options have been selected, click on the button “Copy for: patient" then click the "Print" option. Finally click on the "start printing process." ComChart maintains a record of all printed/faxed progress notes.
How should I handle the signed consent forms for vaccines? Although documents can be scanned into ComChart, this will eventually increase your file size dramatically. We recommend that your save consent forms and health care proxies in a file cabinet.
Where is the spell checker? Built into Filemaker is a spell checker. To access this, select “Edit” from the menubar, then “spelling,” then “check record…” You can direct Filemaker to access a medical dictionary by choosing the “select dictionary” option.
I am doing something wrong with some of the template progress notes that I have written? For some reason, when I use some of them, they automatically start a new note, rather than getting added into an existing note. If the date of the progress note you are working on is not "today's" date, ComChart will automatically create a new record when you use a "template" progress notes. If you want to change the date of this newly created note, select “options>Alter date…” This feature is only accessible with the master password.
Is there a timer that can document face to face contact time? Yes, it is located in the lower left of the progress notes. Click on “timer” to start the clock and “T.ON” to shut it off and record the elapsed time in the progress note.
Can my Transcriptionist type notes directly into ComChart? Yes, if you give them password access.
How do I change the "classification" of the progress notes? From within the progress notes, click “options” then “Alter date, time and/or delete progress note.” On this new layout, you can reassign the “classification” of the progress note. You may create as many “classifications” as is desired. To do this, click ComChart > Administration > Pop-up lists. This layout is only accessible with the master password, Accurately classifying progress notes can be very helpful when you are looking through the patient’s records for a particular piece of information.


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