To manually upload patient reports to a chart within Allscripts Pro EHR, users should navigate to the “Complete” section of the “Services” portion of the specific patient’s Preventative Visit page.
After locating the desired report for a completed preventative visit, users should locate the download icon in the “Actions” column to the right of the report. By clicking this link, users will download the corresponding report to their desktop.
Once all of the desired reports are downloaded, users should log into their Allscripts Pro EHR account.
Within Allscripts, users should pull the chart of the appropriate patient. Once in the patient’s chart, users will navigate to the “Documents” link located in the menu on the left hand side of the screen. Within documents, users will find a green plus sign (+) under the grey section divider bar that says “Documents.” Users will click this link to upload a document from outside of Allscripts into the EHR system. Clicking the green plus sign (+) will open the following window. Within this window, users will be able to both choose and upload their file(s) as well as index the document into the patient’s chart.
To upload a document, users will find the icon shaped like a manila folder underneath the tab that says “Text” and above the white text box. Clicking this will give you options of where to find and choose the appropriate file(s). To be able to access a file downloaded onto a machine from Allscripts, the file will need to be downloaded into an accessible area of the local machine (likely the C drive) – instructions on how to change this are outlined below. Once the appropriate file has been located and uploaded, users will treat the top section of the window as if they are indexing an incoming fax. For example, “Document Type” should read as the preventative service report being uploaded (i.e. AWV report into AWV document type) and the document date should read as the date of service completion/date listed on the report. Users will choose whether the file should be indexed as an Encounter or linked to an appointment based on the practice’s workflow. Once the file has been attached and the appropriate indexing information is entered into the top of the page, users will click the “Save to Chart” button in the upper left of the window. When this is completed, the Prevounce report will be indexed into the patient’s chart just as if it were an incoming fax or scan and therefore can be found by providers and staff as if it were a scanned file or fax.
**It is important to note that three reports will populate after an Annual Wellness Visit (AWV) is complete: a Doctor Summary, a Full AWV Report, and the AWV Patient report. CMS requires patients to leave their AWV with a copy of this report in hand. The Doctor Summary is a highlight of the critical clinical information discussed during the AWV – this may be desired by the doctor when they see the patient next and can either be printed or uploaded into the chart. The Full AWV Report is a fully electronic copy of the AWV performed in the office and should be uploaded into the patient’s chart.
Changing the Default Download Location within Google Chrome
Users are able to change the default download location of files within any browser they are using. While instructions on how to change the default download location of files within Google Chrome are listed here, instructions for a specific browser can generally be found by searching the name of the browser and “change download locations.”
Users are able to choose a location on their computer where downloads should be saved by default or pick a specific destination for each download. On a computer, users should launch Google Chrome. At the top right of the screen, Click the “More” link which is generally represented as three vertical dots. Within this menu, click “Settings” and the “Advanced.” Under the “Downloads” section, users can adjust their download settings. To change the default download location, users should click “Change” and then select where they would like files to be saved. If users would rather choose a specific location for each download, they should check the box next to “Ask where to save each file before downloading.”