Intergy And IEHR
TIntergy and IEHRVersion 9.20 TaskingNew System Features
Work TasksWork TasksThis section describes the new features and enhancements for Work Tasks in the Intergysystem and the Intergy EHR system.The new Work Tasks window has been added to the Intergy system and Intergy EHR system.Previously, the Intergy system had a Work Tasks window and the Intergy EHR system had aTasks page of the My Day tab.Now, the Work Tasks window in the Intergy system has been replaced with a new WorkTasks window and the Tasks page in the Intergy EHR system has been replaced with thesame Work Tasks window as in the Intergy system.2 Work Tasks Window Work Tasks Workflow Set the Tasks Worklist View in Work Tasks Search for a Task in Work Tasks Filter the Tasks Worklist in Work Tasks Sort the Tasks Worklist in Work Tasks Sort the Tasks Worklist in Column View in Work Tasks Resize the Tasks Worklist in Work Tasks Mark a Task as Read in Work Tasks Print a Task in Work Tasks IEHR Quick Text Shortcuts in Work TasksGreenway Intergy and IEHR 9.20 New System Features
Work TasksWork Tasks WindowWork Tasks WindowThe Work Tasks window contains the Tasks Worklist on the left side and the Task Details onthe right side. To open the Work Tasks window, from the Intergy Desktop menu bar, select the Tasksmenu, and then select Work Tasks. To open the Work Tasks window from Intergy EHR, click the Tasks page of the My Daytab.Tasks WorklistThe Tasks Worklist in the left side of the window contains the tasks list and the filters thatcan be applied to set the list. The Tasks Worklist can include a specific set of tasks that youwant to list, such as only unread tasks in the Inbox.You can set the Tasks Worklist to show the Sent tasks or the Inbox tasks clicking the Sent orInbox dropdown. The sort and filter options display. In the Show section, you can select theInbox or Sent option.Optionally, you can show a specific set of tasks, such as High Priority Only tasks in the Inboxby clicking the Sent or Inbox dropdown and selecting one or more of the filters that display.Greenway Intergy and IEHR 9.20 New System Features3
Work TasksWork Tasks WindowAdditionally, you can locate a specific task by searching all tasks using the Search Tasksfield. You can use the task search feature to search the tasks and locate one or more specifictasks in the Tasks Worklist. You can search for a task by patient name, task type, task title,and due date.When one or more tasks match the search, the task(s) are listed in the Tasks Worklist andthe task details of the first task listed are displayed in the Task Details section. In the taskslisted from the search, the search items that were identified in the tasks are highlightedyellow. If more than one task is identified by the search, the details of the task highest in thelist is shown in the Task Details section.When a task in the list is selected, the selected task is indicated by dark blue color with thetask information displayed in white text.You can select a task in the worklist and right-click to perform actions on the selected task,such as completing, forwarding, and adding a note.If you do not want to show the Tasks Worklist and only view the Task Details section, youcan collapse the Tasks Worklist by clicking the Collapse Tasks Worklist ( ) button.4Greenway Intergy and IEHR 9.20 New System Features
Work TasksWork Tasks WindowYou can show the Tasks Worklist again by clicking the Show Tasks List button.In the Show Tasks List setting, the following information can be displayed for each Sent taskor Inbox task in the worklist: Task title Due date Patient name Patient age Patient sexGreenway Intergy and IEHR 9.20 New System Features5
Work TasksWork Tasks Window User who sent the taskIf you hover the mouse pointer over a task, the following task information displays:6 Task title Priority of the task Task type User to whom the task was sent Due date for the task User who sent the taskGreenway Intergy and IEHR 9.20 New System Features
Work TasksWork Tasks Window Date the task was createdAdditionally, in the Show Tasks Worklist setting, the width of the Tasks Worklist can beresized by hovering your mouse pointer on the right side of the worklist until the pointerchanges. The pointer will have two arrows pointing in opposite directions. Then, click, hold,and drag the side to the right to make the worklist wider.When you widen the worklist to about seven inches, the worklist changes to have columns.You can then sort the tasks in the worklist based on the columns. To sort the tasks based ona column, click the column header.Task DetailsThe Task Details on the right side of the Work Tasks window shows the details of the taskthat is selected in the Tasks Worklist on the left side of the window. You can use the buttonsthat are displayed to perform actions on the selected task, such as completing, forwarding,and adding a note.Greenway Intergy and IEHR 9.20 New System Features7
Work TasksWork Tasks WindowThe Previous Task and Next Task buttons are located in the upper right of the Task Details.The buttons are used to move from the currently selected task to the previous or next taskin the Tasks Worklist.The following information is displayed for the selected task in the Task Details section: Task type Task title Patient name (You can open the Patient Information window Summary page for thepatient by clicking the patient name.)This item is displayed only if the task is patient-related. Date of birthThis item is displayed only if the task is patient-related. AgeThis item is displayed only if the task is patient-related. SexThis item is displayed only if the task is patient-related. info button (“i” icon) displays patient information in the Task Details section, such aschart number, last visit date, and medications.This item is displayed only if the task is patient-related. Date task was created Task due date Priority Related provider Status Some tasks may include attachmentsFor example, a report could be attached for a Scheduled Reports type task.The following buttons for performing actions on the selected task are available in the TaskDetails section: CompleteFor system-defined tasks (such as the Rx Request and Transcription types) the Approvebutton will display instead of the Complete button. The Order button will display forLab Order tasks. 8Quick CompleteGreenway Intergy and IEHR 9.20 New System Features
Work TasksWork Tasks WindowFor system-defined tasks (such as the Rx Request and Transcription types) the QuickApprove button will display instead of the Quick Complete button. Forward Reply Add Task NoteThe following buttons are available in the upper right portion of the Task Details section inthe blue row of task information: Print (printer icon) Help (question mark icon)You have reached the end of the Work Tasks Window topic.Greenway Intergy and IEHR 9.20 New System Features9
Work TasksWork Tasks WorkflowWork Tasks WorkflowWorking with your tasks in Work Tasks involves the following basic steps:1. Open the Work Tasks window. To open the Work Tasks window, from the Intergy Desktop menu bar, select theTasks menu, and then select Work Tasks. To open the Work Tasks window from Intergy EHR, click the Tasks page of the MyDay tab.2. In the Work Tasks window, review the settings for your Tasks Worklist and set up yourworklist.Set the Tasks Worklist View in Work Tasks3. Review the tasks in the Tasks Worklist and locate a task to work.Search for a Task in Work Tasks4. Select the task by clicking on the row of the task in the Tasks Worklist. Detailedinformation about the selected task displays in the Task Details on the right side of thewindow.5. Review the Task Details information for the task.10Greenway Intergy and IEHR 9.20 New System Features
Work TasksWork Tasks Workflow6. You can work the selected task by performing one or more actions on the task.7. You can continue selecting and working tasks8. When you are finished working tasks, you can close the Work Tasks window by clickingthe Close button in the upper right corner of the window.When you close the Work Tasks window, the settings for the Tasks Worklist are saved forthe user who is logged in. The next time that the user logs in and opens Work Tasks, theTasks Worklist will be displayed with the same filters selected as the previous session.You have reached the end of the Work Tasks Workflow topic.Greenway Intergy and IEHR 9.20 New System Features11
Work TasksSet the Tasks Worklist View in Work TasksSet the Tasks Worklist View in Work TasksYou can set criteria in the Work Tasks window to list the tasks that you want to work.For example, you may want to display a list of tasks of only high priority for Dr. Ford that aredue through the next week.1. In the Tasks Worklist, review the current settings for the worklist of tasks.The current filter method(s) for the list are displayed in the upper left of the worklistunder the Tasks title. For example, the filter 'Due Through Today' may be displayed.2. You can filter the list of tasks that is displayed in the Tasks Worklist.Filter the Tasks Worklist in Work Tasks3. You can resize the Tasks Worklist.Resize the Tasks Worklist in Work Tasks4. You can sort the Tasks Worklist.Sort the Tasks Worklist in Work TasksSort the Tasks Worklist in Column View in Work TasksYou have reached the end of the Set the Tasks Worklist View in Work Tasks topic.12Greenway Intergy and IEHR 9.20 New System Features
Work TasksSearch for a Task in Work TasksSearch for a Task in Work TasksYou can use the task search feature to search the tasks and locate one or more specific tasksin the Tasks Worklist. You can search for a task by patient name, task type, and task title.1. Click the Search Tasks field that is located in the upper portion of the Tasks Worklist.2. In the Search Tasks field, type the characters for your task search based on your searchmethod of patient name, task type, or task title.To search for a claim by:Do this:Patient last nameType one or more characters of the patient’s last name.The search is performed as you enter characters. Oneor more tasks that match the search term (highlightedyellow) listed below the search field.Patient first nameType one or more characters of the patient’s firstname.The search is performed as you enter characters. Oneor more tasks that match the search term (highlightedyellow) are listed below the search field.Greenway Intergy and IEHR 9.20 New System Features13
Work TasksSearch for a Task in Work TasksTo search for a claim by:Do this:Task typeType one or more characters of the task type, such as“Office”.The search is performed as you enter characters. Oneor more tasks that match the search term (highlightedyellow) are listed below the search field.Task titleType one or more characters of the task title, such as“Cardiology: Echocardiogram”.The search is performed as you enter characters. Oneor more tasks that match the search term (highlightedyellow) are listed below the search field.You can change the search results by deleting one or more characters. You can clear thesearch results by deleting all of the characters in the search field.3. To select a task, click the task in the list. The task is highlighted blue in the list and thetask information is displayed in the Task Details section in the right portion of thewindow. You can then work the selected task.You have reached the end of the Search for a Task in Work Tasks topic.14Greenway Intergy and IEHR 9.20 New System Features
Work TasksFilter the Tasks Worklist in Work TasksFilter the Tasks Worklist in Work TasksYou can filter the list of tasks that is displayed in the Work Tasks window Tasks Worklist. Thefilters can help narrow your search and shorten the list of tasks. They can also be used tolocate a specific task.You can select one filter or multiple filters.To show the sort and filter options, click the Sent or Inbox dropdown in the upper portionof the Tasks Worklist. The sorts and filters options window displays.Greenway Intergy and IEHR 9.20 New System Features15
Work TasksFilter the Tasks Worklist in Work TasksTo filter the Tasks work listby:Select this item:Task typeTask TypesNow select one of the task types. Only those task typesthat are included in the worklist are displayed forselection.Showing only tasks markedas High priorityHigh PriorityShowing only tasks thathave not been marked asreadUnreadShowing all tasks with no fil- Clear Filterstering setDue date within a specifictime periodIn the Due Through section, select one of the following time periods: One or more monitoredusersToday1 wk2 wk1 mo2 mo6 mo1 yrMonitor (dropdown)In the Monitor section, this option is available only iftasks for monitored users are included in the worklist.1. If the My Tasks option is selected, clear the itemby clicking it.2. Select the monitored user whose tasks you wantto monitor by clicking the name.The user’s tasksdisplay in the Tasks Worklist.3. You can select additional monitored users byclicking their names in the menu. The tasks for theselected monitored users display in the TasksWorklist.16Greenway Intergy and IEHR 9.20 New System Features
Work TasksFilter the Tasks Worklist in Work TasksYou have reached the end of the Filter the Tasks Worklist in Work Tasks topic.Greenway Intergy and IEHR 9.20 New System Features17
Work TasksSort the Tasks Worklist in Work TasksSort the Tasks Worklist in Work TasksYou can sort the list of tasks that is displayed in the Work Tasks window Tasks Worklist. Thesort can help by grouping the list of tasks.To show the sort options, click the Sent or Inbox dropdown in the upper portion of theTasks Worklist. The sorts and filters options window displays. To select a sort option, in theSort By section, click the button of the sort option that you want to use.The following options are available in the Sort By section for sorting the Tasks Worklist:To sort the Tasks Worklist by: In the Sort By section, select this item:Task TypeTask TypePriorityPriorityDue DateDue DateCreate DateCreate DatePatient NamePatient NameDescriptionDescriptionFrom UserFrom UserWhen a Sort By option is selected, the tasks are grouped based on the selected option, andthe tasks within the groups are sorted and ordered.18Greenway Intergy and IEHR 9.20 New System Features
Work TasksSort the Tasks Worklist in Work TasksFor example, you select the “Priority” Sort By option. The tasks will be sorted first by Priorityand then by Due Date. In your Tasks Worklist, all tasks that have a Priority of “1” are groupedin the worklist and the “1” group is listed first, then all tasks that have a Priority of “2” aregrouped and listed below the Priority “1” tasks. You have two tasks that have a Priority of“1”. The Priority “1” task that has a Due Date of “04/01/15” is listed first in the “1” Priority sortgroup. The Priority “1” task that has a Due Date of “04/22/15” is listed second in the “1”Priority sort group.The following table shows the sort options and groupings in order based on the selectedSort By option:When this Sort By optionselected:Task TypeThe sorted tasks in the Tasks Worklist are grouped and listed in thisorder1. Task Type2. Patient Name3. PriorityPriorityDue DateCreate DatePatient NameDescriptionFrom User4. Due Date1. Priority2. Due Date1. Due Date2. Priority1. Create Date2. Priority3. Due Date1. Patient Name2. Priority3. Due Date1. Description2. Priority3. Due Date1. From User2. Priority3. Due DateIn the following example, the Tasks Worklist has been sorted by Task Type. You can see thetwo Follow-up type tasks grouped at the top of the list.The task for the patient Brian C.Greenway Intergy and IEHR 9.20 New System Features19
Work TasksSort the Tasks Worklist in Work TasksAbner is listed first because the number 2 sort for Task Type is Patient Name, and “Brian C.Abner” is before “Carla D. Abner” alphabetically.You have reached the end of the Sort the Tasks Worklist in Work Tasks topic.20Greenway Intergy and IEHR 9.20 New System Features
Work TasksSort the Tasks Worklist in Column View in Work TasksSort the Tasks Worklist in Column View in Work TasksIn the Show Tasks Worklist setting, you can sort the tasks in the Tasks Worklist based on thecolumns of task information. For the worklist to display the task information in columns andhave the sort options available, you first have to widen the Tasks Worklist until the worklistformat changes to show the tasks information in columns.1. Verify that the Tasks Worklist is in the Show Tasks Worklist setting. In the Show Tasks Worklist setting, the Tasks Worklist displays a list of tasks. In the Collapse Tasks Worklist setting, the Tasks Worklist is not displayed. Only theTask Details section is displayed.If the Tasks Worklist has been collapsed, you can show the Tasks Worklist again byclicking the Show Tasks List button.Greenway Intergy and IEHR 9.20 New System Features21
Work TasksSort the Tasks Worklist in Column View in Work Tasks2. With the Tasks Worklist showing, hover your mouse pointer on the right side of theworklist until the pointer changes. The pointer will have two arrows pointing inopposite directions.3. Widen the Tasks Worklist by clicking, holding, and dragging the side to the right aboutseven inches until the worklist format changes to place the task information in thefollowing columns: Priority Task Type Due Description From To Patient CreatedYou can change the position of a column by clicking the column header, holding, anddragging the column header to the left or right past one or more columns to theposition you want.22Greenway Intergy and IEHR 9.20 New System Features
Work TasksSort the Tasks Worklist in Column View in Work TasksFor example, if you want to change the position of the Due column, you can click the Duecolumn header, hold, and drag the column header to the right past the Task Type header.The Due column will then be on the right side of the Task Type column.4. Review the column headers to determine the method that you want to use to sort thetasks in the worklist.5. Click the header of the column by which you want to sort the tasks in the worklist.Clicking the header of the column again reverses the sort order of the tasks in theGreenway Intergy and IEHR 9.20 New System Features23
Work TasksSort the Tasks Worklist in Column View in Work Tasksworklist. In the following example, the Patient column was selected to sort the TasksWorklist by patient name.You have reached the end of the Sort the Tasks Worklist in Column View in WorkTasks topic.24Greenway Intergy and IEHR 9.20 New System Features
Work TasksResize the Tasks Worklist in Work TasksResize the Tasks Worklist in Work TasksIn the Show Tasks Worklist setting, the width of the Tasks Worklist can be resized. Thisallows you to set the size of the area that you want for viewing the task informationincluded in the worklist.1. Verify that the Tasks Worklist is in the Show Tasks Worklist setting. In the Show TasksWorklist setting, the Tasks Worklist displays a list of tasks.Greenway Intergy and IEHR 9.20 New System Features25
Work TasksResize the Tasks Worklist in Work TasksIf the Tasks Worklist has been collapsed, you can show the Tasks Worklist again byclicking the Show Tasks List button.2. With the Tasks Worklist showing, hover your mouse pointer on the right side of theworklist until the pointer changes. The pointer will have two arrows pointing inopposite directions. 26To make the Tasks Worklist wider, click, hold, and drag the side to the right until youreach the size that you want. When you widen the worklist to about seven inches,Greenway Intergy and IEHR 9.20 New System Features
Work TasksResize the Tasks Worklist in Work Tasksthe worklist changes to have columns. You can then sort the tasks in the worklist byclicking the column header of the column by which you want to sort the tasks inthe worklist. To make the Tasks Worklist narrower, click, hold, and drag the side to the left untilyou reach the size that you want.3. You can change the position of a column by clicking the column header, holding, anddragging the column header to the left or right past one or more columns to theposition you want.You have reached the end of the Resize the Tasks Worklist in Work Tasks topic.Greenway Intergy and IEHR 9.20 New System Features27
Work TasksMark a Task as Read in Work TasksMark a Task as Read in Work TasksYou can mark a task that has not been read already as read. Previously, a task wasacknowledged. Now, acknowledging a task has been replaced by marking a task as read.This allows you to indicate that the task has been read. When a task is marked as read, thebold is removed from text of the task title in the Tasks Worklist to indicate that the task hasbeen read.1. In the Work Tasks window, review the settings for your Tasks Worklist and set up yourworklist.Set the Tasks Worklist View in Work Tasks2. Review the tasks in the Tasks Worklist and locate a task to work.Search for a Task in Work Tasks3. Select the task by clicking the row of the task in the Tasks Worklist. Detailed informationabout the selected task displays in the Task Details on the right side of the window.4. Review the Task Details information for the task.28Greenway Intergy and IEHR 9.20 New System Features
Work TasksMark a Task as Read in Work Tasks5. Right-click the task in the list of tasks and select Mark as Read from the menu thatdisplays. The bold text of the task title in the Tasks Worklist is removed.Tip You can reverse a task that is set to read by right-clicking the task and selectingMark as Unread.You have reached the end of the Mark a Task as Read in Work Tasks topic.Greenway Intergy and IEHR 9.20 New System Features29
Work TasksPrint a Task in Work TasksPrint a Task in Work TasksYou can now print tasks in the new Work Tasks window in the Intergy EHR system and in theIntergy Desktop.This provides you with the option to print a paper copy when you are viewing or working atask.Previously, tasks could be printed only in the Intergy Desktop. Tasks could not be printed inthe Intergy EHR system.Now, in the new Work Tasks window, you have the ability to print a task on paper in bothsystems.The Print (printer icon) button in the new Work Tasks window is located in the upper rightportion of the Task Details section in the blue row of task information.To print a selected task, click the Print (printer icon) button. The Print dialog box displays.You can review the options and make changes, if necessary. When you are ready, select thePrint button. The task is sent to the specified printer and printed on paper.You have reached the end of the Print a Task in Work Tasks topic.30Greenway Intergy and IEHR 9.20 New System Features
Work TasksIEHR Quick Text Shortcuts in Work TasksIEHR Quick Text Shortcuts in Work TasksYou can now insert quick text into a task note by using shortcuts in the Intergy EHR system.This can provide greater efficiency when creating or editing a note for a task in the WorkTasks window.A quick text shortcut is a method of adding a quick text entry by typing a few characters foran entry that places the entire quick text entry in the note. Quick text entries and theircorresponding shortcuts are user-defined.For example, you are adding a task note for a Follow-up type task. You want the follow-upappointment to occur in two weeks, and you want to place the time period into the note.You can now type the “/2w” shortcut for the “2 weeks” quick text entry to add the text inthe note.Previously, shortcuts for quick text were not available for task notes in the Intergy IEHRsystem. You could add quick text for a task note by clicking the Quick Text button in thelower left portion of the Add Task Note window and selecting the quick text entry.Now, you have the option to insert text for a task note by typing a quick text shortcut.The new quick text shortcut functionality has been added to the Work Tasks window whenyou are adding or editing a note for a task.You can view the existing available quick text entries and their corresponding shortcuts forthe Task Quick Text (CTM) task type in the Quick Text Maintenance window in the IntergyDesktop.Although you can add a new quick text entry from the Select Quick Text window when youare adding or editing a task note, you cannot add a shortcut for the new quick text entry.You can add a shortcut for an existing quick text entry by editing the quick text entry inQuick Text Maintenance.Greenway Intergy and IEHR 9.20 New System Features31
Work TasksIEHR Quick Text Shortcuts in Work TasksWorkflow: Inserting Quick Text into a Task Note Using a ShortcutInsert Quick Text into a Task Note Using a Shortcut1. Place the cursor in the text field of the Add Task Note window.2. Type a forward slash (/), followed by the shortcut for the quick text entry that you wantto insert.32Greenway Intergy and IEHR 9.20 New System Features
Work TasksIEHR Quick Text Shortcuts in Work Tasks3. Press the SPACEBAR or ENTER key to add the entry to the note.You have reached the end of the IEHR Quick Text Shortcuts in Work Tasks topic.Greenway Intergy and IEHR 9.20 New System Features33
The new Work Tasks window has been added to the Intergy system and Intergy EHR system. Previously, the Intergy system had a Work Tasks window and the Intergy EHR system had a Tasks page of the My Day tab. Now, the Work Tasks window in the Intergy system has been replaced with a new Work Tasks window and the Tasks page in the Inte rgy EHR system .
Intergy v10.10 We started work on 2015 ONC CEHRT with Intergy v10.10. We focused on certified functionality our clients wanted the most, like electronic prescribing. Also, we added new fields, search options, etc. Intergy v11.0 Intergy v11.0 will become Intergy’s 20
Mar 10, 2014 · The Intergy base system also includes a practice portal where patients can keep in touch with their own medical records. Intergy EHR is your electronic health record (EHR) solution. It puts key clinical and practice information in the hands of physicians. When combined with the Intergy medical practiceFile Size: 1MB
20 Greenway Intergy EHR 9.10 New System Features. Chart. Showing/Hiding the Patient Picture. Showing/Hiding the Patient Picture. As in previous versions of Intergy EHR, you can set up Intergy EHR parameters so that you can view an available photo for the patient, birth date, and Social
EHR Patient Report Instructions: Greenway Intergy Reports in Greenway Intergy EHR can be used to identify appropriate patients within the practice panel not at treatment goal. These reports enable the practice to analyze clinical data about their patients based on specific i
Conducted training before clinic . 300 Vitera/Sage Intergy EHR Providers Medical EHR: Vitera/Sage Intergy Oral Health: Henry Schein Dentrix Enterprise Go Live Date: Medical 2000 Dental EDR 2002 EHR
§No Fee for Data Migration, Implementation and Training To Intergy (online only) §UDS Reporting Will Be Out of Intergy Practice Analytics §No Access to Business Objects Reporting After 12/31/2019 §Last Date of Access to SuccessEHSis 12/31/2019 (Including PM/EHR/EDI/BO) §EDI Issues: Transitions for EHR Ou
agreed on a common EHR technical architecture, data and services and exchange standards for the joint EHR system (aka iEHR), where the joint EHR will include both proprietary and open source software. The secretaries of the Veterans Affairs and Defense Departments met on May 2, 2011 to determine their next steps toward developing a single
outside and inside of the caisson (as used in undrained pile design) and Nc is an appropriate bearing capacity factor for a deep strip footing in clay (typically a value of about 9 might be adopted). For undrained analysis Nq 1. Suction-assisted penetration Once the self-weight penetration phase has been completed, so that a seal is formed around the edge of the caisson, it will be possible .
