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Title page
Business Performance Services
McKesson Practice Choice
Release 2.09
October 2013
Produced in Cork, Ireland
Copyright notice
Copyright notice
Copyright © 2013 McKesson Corporation and/or one of its subsidiaries. All Rights
Reserved.
Use of this documentation and related software is governed by a license agreement. This
documentation and related software contain confidential, proprietary, and trade secret
information of McKesson Corporation and/or one of its subsidiaries, and is protected under
United States and international copyright and other intellectual property laws. Use,
disclosure, reproduction, modification, distribution, or storage in a retrieval system in any
form or by any means is prohibited without the prior express written permission of
McKesson Corporation and/or one of its subsidiaries. This documentation and related
software is subject to change without notice.
Publication date
October 2013
Produced in Cork, Ireland
Product
McKesson Practice Choice, Release 2.09
Corporate address
McKesson Corporation
1145 Sanctuary Parkway
Alpharetta, GA 30005
404-338-6000
ii
McKesson Practice Choice Release Notes
Release 2.09
October 2013
Table of contents
Table of contents
Chapter 1 - Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Allergen Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
New Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
New Add Allergen Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
New Edit Allergen Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Health Status tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Revised Social History tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
New Health Status Smart Code tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Clinical Summary Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Revised Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Summary Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
New Fields and Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Other Elements in the Clinical Summary Page. . . . . . . . . . . . . . . . . . . . . . . . 10
New Message Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
New Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Patient Demographics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Updated Preferred Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
ERA Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New Position of Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Revised CMS-1500 Claim Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Changes for New Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
New Purchase Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
New Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Insurance Payers Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
New Check Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Encounter Search Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
New Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Direct Exchange Email Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
New Email Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Default Claim Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Option Removed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter 2 - Resolved Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
October 2013
McKesson Practice Choice Release Notes
Release 2.09
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Table of contents
iv
McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
Executive Summary
The McKesson Practice Choice™ team is excited to announce that on October 20, 2013 we
released the Version 2.09 update. This release includes a number of enhancements and resolved
issues. Please see the brief release overview below. You can also access all documentation and
training materials online anytime at PPS Choice Central.
Who is Primarily Impacted?
What’s New?
Clinician/Provider/Admin
New Allergen Maintenance module that lets you
create new allergens and edit allergens
Clinician/Provider
New Health Status tab and Smart Code with
smoking options and Functional and Cognitive
options
Clinician/Provider
New Clinical Summary tab in place of the CCD tab,
enabling you to choose the type of summary and
patient encounters
Front Desk/Scheduling
Updated list of preferred languages for patients,
including the ability to select Other as a preferred
language or to leave the field blank
Biller
Revised ERA page with new Deposit Date column
and link to existing payments, enabling you to
change the date of deposits
Biller
Updated functionality to accommodate the revised
CMS-1500 Claim Form
Allergen Maintenance
New Module
There is a new module in the Admin view - Clinical tab called Allergen Maintenance. This module
will allow you to add new allergens and edit existing allergens. The new allergens can then be
added to a patient’s chart. Previously, the allergens had to be pre-defined in the system. So, if a
patient had an allergy that didn’t exist in the allergen record, the provider could not document it
properly.
This module will provide the following benefits.
• Accurately document a patient’s allergies.
• Avoid any potential patient safety issues.
• Meet Meaningful Use Stage 2 requirements.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
1
New Module
Chapter 1 - Enhancements
Figure 1. Admin view - Clinical tab
Clicking on the Allergen Maintenance button in the Clinical tab of the Admin view opens the
Allergen Maintenance page.
Figure 2. Admin View - Allergen Maintenance page
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
New Add Allergen Page
The following table describes the new columns.
Column
Description
Allergen
Allergens are ordered alphabetically by
description in this column. The allergen
description displays as a link.
Type
This column shows the type for the
allergen, such as Food, Substance, or
Drug.
Status
This column shows if the allergen is
inactive or active.
Created By
This column shows if the allergen was
created by the system, or if it was created
by the client.
New Add Allergen Page
Clicking on the New button on top of the Allergen Maintenance page opens the New Add Allergen
page. This page allows you to add new allergens.
Figure 3. Allergen page
The following table describes the new fields and buttons.
Element
Description
Allergen Description
Use this field to enter an allergen
description. This is a required field.
You cannot use the same description as
an existing allergen.
Type
Use this drop-down menu to select the
type of allergen. You can select Drug,
Food, or Substance.
Active
Use this check box to indicate whether or
not the allergen is active.
Save
Clicking this button saves the allergen and
closes the Add Allergen page.
The new allergen is now listed in the
Allergen Maintenance page.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
3
New Edit Allergen Page
Chapter 1 - Enhancements
Element
Description
Cancel
Clicking this button closes the Add
Allergen page without saving the allergen.
New Edit Allergen Page
In the Allergen Maintenance page, click on an allergen name to open the Edit Allergen page.You
can edit an existing allergen in this page.
Figure 4. Allergen page
The following table describes the new fields.
If the allergen selected is....
Then....
a system allergen
You cannot enter or edit information in the
Allergen Description and Type fields.
Use the check box to make the allergen
active.
a non-system allergen
You can enter or edit information in the
Allergen Description and Type fields.
You can also choose to make the allergen
active or inactive by selecting the Active
check box.
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
Health Status tab
Health Status tab
There is a new Health Status tab on the History tab in the Chart View - Patient Demographics. This
tab contains smoking status information (removed from the Social History tab) and fields for
Functional and Cognitive information.
Figure 5. Patient Demographics - Health Status tab
The following table describes the new fields and buttons.
Element
Description
Save
Click this button to save any changes
made on the Health Status tab. Clicking
Save also updates the Last Reviewed
date.
Reset
Click this button to reset the page to
default values. In the Functional and
Cognitive section, the default value is
Normal.
Past Status Date
Use this field to select a date to view the
past status of the values on this tab.
Reviewed link
Click this link when the information is
reviewed.
Reviewed Today
This field shows the date that the
information was last reviewed.
Normal
Select this button if the functional or
cognitive level of the patient is normal for
the value.
Disability
Select this button if the functional or
cognitive level of the patient is disability.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
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Revised Social History tab
Chapter 1 - Enhancements
Element
Description
Comment
Use this field to enter any comments about
the functional or cognitive level of the
patient. You can view this information
when you open this tab only.
You can type up to 50 characters.
Revised Social History tab
The smoking status information has been removed from the Social History tab and moved to the
new Health Status tab.
Figure 6. Patient Demographics - Social History tab
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
New Health Status Smart Code tab
New Health Status Smart Code tab
There is a new Health Status Smart Code tab, replacing the existing Smoking Status Smart Code.
This tab appears to the right of the Notes tab when you choose the Health Status Smart Code in
the Progress Note using the search functionality or click the Edit button.
Figure 7. Progress Notes - Health Status Smart Code
The new tab has the same options as the new Health Status tab (see “Revised Social History tab”
on page 6). When you click the Close button, the selections will be saved and copied to the Health
Status tab in the patient’s chart. When you click Save or Complete on the Note, the health status
smart code will remain only if the status was edited.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
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Clinical Summary Page
Chapter 1 - Enhancements
Clinical Summary Page
Revised Tab
The CCD tab in Patient Charts is now called the Clinical Summary tab. Click this tab to open the
new Clinical Summary page.
Figure 8. New Clinical Summary page
Summary Type
From the Summary Type drop down menu, you can select Encounter Summary or Chart Summary.
8
From the Summary Type drop down
menu, if you select...
Then in the Summary By section, you can
select...
Encounter Summary (by default this is
selected)
which encounters you want to include from the list
of encounters. Select the check box for each
encounter in the Include column.
McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
New Fields and Buttons
From the Summary Type drop down
menu, if you select...
Then in the Summary By section, you can
select...
Chart Summary
the Date button and then enter a date range for
the summary in the Date fields. If you want to
include restricted encounters, then do not select
the Exclude Restricted Encounters check box.
OR
You can select the Encounter button and then
select which patient encounters you want to
include by selecting the check box in the Include
column.
New Fields and Buttons
The following table describes the fields and buttons.
Element
Description
Reason For Summary
You can enter a reason for the summary in
this field. Up to 50 characters are allowed.
Request Date
• For Encounter Summary, the Request
Date field shows the current date.
• For Chart Summary, the Request Date
field is blank.
You can change the date by clicking the
calendar button beside this field.
Request By
Click the Request By drop down menu to
choose who requested the summary. The
options are Provider, Patient, and Care
Team.
Include In Summary
Select what you want to include in the
summary. You can choose any of the
following options: Allergies,
Immunizations, Medications, Problems,
Procedures, and Results.
• Click the Select All link to select all
options.
• Click the Clear All link to clear all
options.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
9
Other Elements in the Clinical Summary Page
Chapter 1 - Enhancements
Other Elements in the Clinical Summary Page
The following elements were in the CCD page in the previous version. They have been moved to
the bottom of the new Clinical Summary page.
• Do Not Invite check box
• Email field
• Encrypt File check box
• Password field and Confirmation Password field
New Message Page
New Option
There is a new option called Clinical Summary in the Topic field in the New Message page.
Figure 9. New Message page
Patient Demographics
Updated Preferred Languages
The list of preferred languages in the Admin View - General Preferences has been updated for
current standards; and existing selections for each patient will be converted automatically to the
new standard.
In addition, two new options are available for the Other field in the Chart View - Patient
Demographics.
10
Option
Description
Other
Select this value if the patient’s preferred
language is other.
Blank
Select this value if the patient does not
have a preferred language.
McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
ERA Page
Figure 10. Chart View - Patient Demographics
ERA Page
Several changes have been made on the ERA page, in addition to making all of the columns
movable and sortable.
New Position of Buttons
Several buttons have been moved to the top of the page.
New Link
When there are allocations associated with the payment, the value in the Deposit Date column will
be a link. Clicking it will open the Payments page with the current details of the payment. You can
change the deposit date on the Payments page. When you click the Save button on the Payments
page, the page will close and the value in the Deposit Date column will be updated.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
11
New Columns
Chapter 1 - Enhancements
New Columns
There is a new Deposit Date column on the ERA page. You can edit this date when the payment
has certain statuses:
When the payment is in this status...
Then...
Ready to Process, Processed, or Posted
You can update the date and save the change.
Requires Review or Not Posted
You cannot update the date.
You can now enter a deposit date that falls in a closed accounting period on the Payments page. In
addition, you can use a future date. Practice Choice will accept any date from January 1, 1979
forward.
In addition, there are new columns on the right that will show if there are any warnings or details
associated with the payment.
Icon
Description
This icon will display if there are any warnings
associated with the payment. Click the icon to see
the warnings.
This icon will display if there are any details for this
payment. Click the icon to see the details.
Figure 11. Accounting View - ERA Page
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
Revised CMS-1500 Claim Form
Revised CMS-1500 Claim Form
The National Uniform Claim Committee (NUCC) has a revised CMS-1500 claim form.
Changes for New Requirements
The following changes have been made for new requirements.
Box
Box Description
Change on Form
8
Reserved for NUCC Use
This box will no longer print the patient status,
such as marital status, employment status.
(Was Patient Status)
9b
Reserved for NUCC Use
(Was Other Insured’s Date of
Birth or Sex)
9c
Reserved for NUCC Use
(Was Employer Name or School)
10d
Claim Codes (Designated by
NUCC)
(Was Reserved for Local Use)
11b
Other Claim ID (Designated by
NUCC)
(Was Employer’s Name or
School)
14
Date of Current Illness, Injury, or
Pregnancy
This box will no longer print the patient’s date
of birth or sex, even if the patient has a
second insurance policy.
This box will no longer print the patient’s
employer name or school name, even if the
patient has a second insurance policy.
There is no change in functionality. The
information in this box prints from the CMS1500 Box 10d field in the New Purchase page.
This box will print a claim number, preceded
by a Y4 qualifier. The information in this box
prints from the CMS-1500 Box 11b field in the
New Purchase page (see “New Purchase
Page” on page 16).
This box prints information from the Current
Illness/Symptom Onset and Last Menstrual
Period fields in the New Purchase page.
The box prints the first date of the present
illness or injury. For pregnancy, this box prints
the date of the last menstrual period (LMP) as
the first date. The date format is MM/DD/YY or
MM/DD/YYYY.
There is a new Qualifier Code in this box:
431 - Onset of Current Symptoms or Illness
484 - Last Menstrual Period
October 2013
McKesson Practice Choice Release Notes
Release 2.09
13
Changes for New Requirements
Chapter 1 - Enhancements
Box
Box Description
15
Other Date
(Was If Patient Had Same or
Similar Illness)
Change on Form
• This box prints the date related to the
patient’s condition or illness.
• Only one date per claim can be printed in
order of priority. The order is: Initial
Treatment, Latest Visit or Consultation,
Acute manifestation of a Chronic
Condition, Accident, Last x-ray,
Prescription date, Report Start, Report
End, First Visit or Consultation
• There is a new Qualifier Code in this box:
454 - Initial Treatment
304 - Latest Visit or Consultation
453 - Acute manifestation of a Chronic
Condition
439 - Accident
455 - Last x-ray
471 - Prescription date
090 - Report Start
091 - Report End
444 - First Visit and Consultation
17
Name of Referring Provider or
Other Source
This box prints information from the Referring
Provider field in the Claims page.
There is a new Qualifier Code for the
physician type:
DN - Referring Provider
DQ - Supervising Provider
If a claim has a Referring Provider, then this
box will print the name of the provider in the
following format: First name, Middle name,
Last Name. It will not print the Supervising
Provider.
17a
Taxonomy code associated with a
Referring Provider
The Use HCFA 08/05 check box on the
Insurance Payers page determines whether
the entry reflects the taxonomy code
associated with a Referring Provider.
19
Additional Claim Information
This box prints information from the CMS1500 Box 19 field in the New Purchase page.
This box will now allow 71 characters. A
warning message displays when you exceed
71 characters.
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
Changes for New Requirements
Box
Box Description
Change on Form
21
Diagnosis or nature of Illness or
Injury
This box prints up to 12 Diagnosis Codes from
a claim. All diagnosis codes will now print,
even if they are not associated with a
procedure code.
However, the diagnosis codes that are linked
to a procedure will print first.
There is a new ICD Code Indicator in this box:
9 - ICD-9
0 - ICD-10
24E
Diagnosis Pointer
This box has been changed to alpha
characters (A-L). It will correspond with the
numerals entered for the diagnosis codes.
1-A
2-B
3-C
4-D
5-E
6-F
7-G
8-H
9-I
10 - J
11 - K
12 - L
30
Rsvd for NUCC Use
(Was Balance Due)
October 2013
This box no longer prints the balance due from
a claim.
McKesson Practice Choice Release Notes
Release 2.09
15
New Purchase Page
Chapter 1 - Enhancements
New Purchase Page
New Field
There is a new field in the Other tab of the New Purchase page called CMS-1500 Box 11b.
Information in this field populates box 11b in the CMS-1500 form.
Figure 12. New Purchase page - Other tab
Insurance Payers Page
New Check Box
There is a new check box in the Insurance Payers page called Use HCFA 08/05. By default, this
box will be selected and all claims will print on the HCFA 08/05 form.
To print claims on the HCFA 02/12 form, leave this box cleared.
Figure 13. Insurance Payers page
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 1 - Enhancements
Encounter Search Page
Encounter Search Page
New Column
There is a new Status column on the Encounter Search page. This column will show the status of
the appointment. When there is no appointment, the column value will be “Walk In.”
Figure 14. Encounter Search page
Direct Exchange Email Functionality
New Email Field
There is a new Direct Exchange E-Mail field on the following pages.
• Admin View - External Providers page
• Admin View - My Preferences page
• Admin View - User Management page
Currently, there is no change in functionality. This feature has been added to meet future
Meaningful Use Stage 2 requirements.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
17
Default Claim Data
Chapter 1 - Enhancements
Default Claim Data
Option Removed
The By Procedure option has been removed from the drop-down list on the How to File field on the
Chiropractic tab of the Default Claim Data page. The remaining options are a blank field or By
Claim. Removing this option allows the practice to send charges without entering a procedure.
Previously, if this option was selected, a procedure was required to send charges.
Figure 15. Default Claim Data page - Chiropractic tab
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McKesson Practice Choice Release Notes
Release 2.09
October 2013
Chapter 2 - Resolved Issues
The following issues were resolved with McKesson Practice Choice Release 2.09. Item
Number
View
Description
110956
Admin View Encounter Search
The Encounter Search report will no longer include shell
encounters and canceled appointments as encounters. Now, it
will only include encounters with Checked-in status.
Steps to recreate
1. Create an appointment but do not check the patient in.
2. Display the Encounter Search report and verify that the
appointment does not appear.
111665
Scheduling View Schedules
The Schedules page will no longer appear blank for days that
have appointments. Previously, a day would sometimes appear
blank although there were scheduled appointments.
Steps to recreate
1. On the Scheduling View - Schedules page, display a week
of appointments.
2. Click the back arrow button to display the previous week
and quickly click the forward arrow button to display the
current week.
3. Verify that all appointments appear for every day.
113686
Admin View - Data
Migration
Practice Choice will now upload values for the MRN during data
migration of patient data. Previously, the field would be blank
after migration.
Steps to recreate
1. In Admin View - Data Migration, upload a patient file with
data in the MRN field.
2. Verify that this field is populated for the patient records that
were uploaded.
118791
Chart View - Patient The growth chart in Practice Choice will now match the CDC
Demographics
growth chart. Previously, it did not match.
Steps to recreate
1. In the Chart View - Patient Demographics, select the Vitals
tab.
2. Select a vital entry.
3. Click the Growth Chart button.
4. Select Weight for Age and verify that the detail matches the
CDC growth chart.
October 2013
McKesson Practice Choice Release Notes
Release 2.09
19
Chapter 2 - Resolved Issues
20
McKesson Practice Choice Release Notes
Release 2.09
October 2013