The Current Procedures Carryover Feature

Healthcare providers often spend excessive time manually re-entering the same procedural data for recurring patient visits. This repetitive process can lead to inefficiencies, errors, and inconsistent documentation. The Current Procedures Carryover Feature is specifically designed to solve these challenges by automating the carryover of procedural details from previous notes, ensuring workflow efficiency, accuracy, and consistency in clinical documentation.

 

Key Benefits
• Automatically inserts previously used CPT codes, diagnosis codes, modifiers, units, and comments into new patient notes.
• Saves time, reduces errors, and maintains consistent documentation.

This guide provides step-by-step instructions for enabling and using this feature effectively.

 

Setup Requirements

To utilize the Current Procedures Carryover feature, it must first be enabled in your EMR Preferences.

Enable Current Procedures Carryover Feature

Practice users have the option to enable the Current Procedures Carryover feature for their own account. To do this, do the following steps:

1. Log into your EHR account. 
2. Go Preferences > EMR Preferences.
3. Select the Current Procedures Carry Over checkbox.

4 . Select between the following carryover options:

• Last Note Carry Over: Populates CPT codes and associated details from the patient’s last note.
• Provider-Specific Carry Over: Carries over codes from the last note created by the same provider.
• Note Type-Specific Carry Over: Populates codes from the most recent note of the same type.

 

Detailed View of the Carryover Options

Once enabled, you can configure the feature to suit your workflow by selecting one of three carryover options:

Last Note Carryover

What it Does: Automatically populates the Current Procedures field in a new note using details from the patient’s last visit note.

Requirements: The patient must have a previous note containing Current Procedures data.

When It Works: This option is triggered during:

• Move to Exam Room action.
• Create New Note action.

Where You See It:

• In the View Note section.
• In the View All Notes section.
• In the Orders and Procedures page.

 

Provider-Specific Carryover

What It Does: Automatically populates the Current Procedures field in a new note using the last note’s data, but only if it was created by the same provider.

Requirements: The patient must have a previous note with Current Procedures data created by the same provider.

When It Works: This option is triggered during:

• Move to Exam Room action.
• Create New Note action.

Where You See It:

• In the View Note section.
• In the View All Notes section.
• In the Orders and Procedures page.

 

Note Type-Specific Carryover

What It Does: Automatically populates the Current Procedures field in a new note using the most recent note of the same type (e.g., a Progress Note or Follow-Up Note).

Requirements: The patient must have a previous note of the same type containing Current Procedures data.

When It Works: This option is triggered during:

• Move to Exam Room action.
• Create New Note action.

Where You See It:

• In the View Note section.
• In the View All Notes section.
• In the Orders and Procedures page.

 

 

Viewing the Carried-Over Data

You can view the carried-over Current Procedures information in the following locations:

1. Individual Patient Notes: The details are automatically filled into the Current Procedures field when a new note is created.

 

 

 

2. View All Notes: All notes, including those with carried-over data, can be accessed here for a comprehensive overview.

 

 

 

3. Orders and Procedures: The Current Procedures field is automatically populated with data according to the carryover option you selected.

 

 

 

 

Key Actions That Trigger the Feature

The feature is activated during the following actions:

• Move to Exam Room: When transitioning a patient to the exam room, the selected carryover option determines the pre-filled data.
• Create New Note: When creating a new patient note, data is automatically populated based on your selected carryover option.

Visit our FAQ page to find answers to common questions and helpful information.