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IMPLEMENTATION GUIDE

eClinicalWorks
112 Turnpike Road
Westborough, MA 01581

© Copyright eClinicalWorks, Westborough, MA. All rights reserved. Oct 09 Page 1 of 34


eClinicalWorks Implementation Guide

CONTENTS

SECTION 1: WELCOME ................................................................................................ 4


Hello and Welcome to eClinicalWorks! ...................................................................................................................4

SECTION 2: IMPLEMENTATION ................................................................................... 4

Roles and Responsibilities ...........................................................................................................................................4


eClinicalWorks .........................................................................................................................................................4
Practice .....................................................................................................................................................................5

Project Timelines .........................................................................................................................................................6

Kick-Off Call ................................................................................................................................................................8

Billing Support .............................................................................................................................................................8


Billing Discovery Call ..............................................................................................................................................8
Billing Discovery Follow-up ....................................................................................................................................9
Clearinghouse ...........................................................................................................................................................9
Patient Statements ................................................................................................................................................... 11
Insurance Eligibility ................................................................................................................................................ 11
Electronic Remittance Advice (ERA) ..................................................................................................................... 12

Data Migration........................................................................................................................................................... 12
Data Migration ........................................................................................................................................................ 12

System Setup Spreadsheet ........................................................................................................................................ 13


System Setup Spreadsheet (SSS) with Data Migration ........................................................................................... 13
System Setup Spreadsheet (SSS) without Data Migration...................................................................................... 14

Labs............................................................................................................................................................................. 14
Interface Overview ................................................................................................................................................. 14

Optional Integration Features .................................................................................................................................. 15


Midmark Devices .................................................................................................................................................... 15
Welch Allyn Devices .............................................................................................................................................. 16
MedicScan .............................................................................................................................................................. 16
Dragon NaturallySpeaking...................................................................................................................................... 16
Patient Portal ........................................................................................................................................................... 17
eClinicalMessenger ................................................................................................................................................. 18
eClinicalMobile ...................................................................................................................................................... 18
Appointment Reminder Systems ............................................................................................................................ 19
ePrescribing ............................................................................................................................................................ 20
Patient Education .................................................................................................................................................... 20
Physician Reference ................................................................................................................................................ 20
CodeCorrect ............................................................................................................................................................ 21
UpToDate ............................................................................................................................................................... 21

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eClinicalWorks Implementation Guide

SECTION 3: INFRASTRUCTURE & SETUP ................................................................ 21


Hardware................................................................................................................................................................. 21
FaxServer ................................................................................................................................................................ 22
Install Check ........................................................................................................................................................... 22
Installation .............................................................................................................................................................. 23

SECTION 4: TRAINING ................................................................................................ 24


Training Overview .................................................................................................................................................. 24
EMR System Build ................................................................................................................................................. 24
eCW 101 Training .................................................................................................................................................. 24
System Configuration/ Workflow Redesign ........................................................................................................... 25
Testing .................................................................................................................................................................... 25
Study Aids/Cheat Sheets ......................................................................................................................................... 26
Onsite Training ....................................................................................................................................................... 26
Training Recommendations .................................................................................................................................... 27
Post-Training .......................................................................................................................................................... 29

SECTION 5: POST GO-LIVE SUPPORT ..................................................................... 30


Transition to Support .............................................................................................................................................. 30
2009 Holiday Schedule ........................................................................................................................................... 31
2010 Holiday Schedule ........................................................................................................................................... 31

Labor Rates ................................................................................................................................................................ 32


eClinicalWorks Labor Rates ................................................................................................................................... 32

Additional Notes ........................................................................................................................................................ 33


TAMPER RESISTANT PRESCRIPTIONS ........................................................................................................... 33

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eClinicalWorks Implementation Guide

Section 1: Welcome

Hello and Welcome to eClinicalWorks!


Headquartered in Westborough, Mass., eClinicalWorks™ is a
privately-held leader in ambulatory clinical solutions. The company’s
unified Electronic Medical Records (EMR) and Practice Management
(PM) system manages patient flow from check-in to check-out and
streamlines processes regardless of practice size, specialty and
number of locations. Its Patient Portal allows patients and doctors to
communicate easily, safely and securely over the Internet, and
eClinicalWorks Electronic Health eXchange (eEHX) is the fabric
behind clinical integration systems becoming community-wide
projects. eClinicalWorks has an established customer base of more
than 30,000 medical providers across all 50 states. Thank you for
selecting eClinicalWorks.

Section 2: Implementation

Roles and Responsibilities


eClinicalWorks
Project Manager
 Develop, manage and coordinate detailed project plans
 Work with the project lead to manage day-to-day action items
 Responsible for providing the required documentation needed for
each phase of implementation
 Coordinate with eCW departments to achieve key milestones
 Organize project status updates
 Perform risk management checks
Implementation Manager (Large Practices only)
 Develop, manage and drive overall implementation plan for the
practice

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eClinicalWorks Implementation Guide

 Manage relations with external vendors and monitor key


performance indicators
 Support project manager in maintaining the project schedule
 Provide application expertise and guidance
 Coordinate gate reviews and project status updates
Note: If you are not able to reach your Project Manager or
Implementation Manager at their extension and do not wish to leave a
voicemail in their directory, you may call 508-475-0600 to leave a
voicemail in the general mailbox.

Practice
Note: For small practices, one person can be assigned to multiple
roles; however, it is strongly advised that large practices assign
different individuals for each role listed.
Project Lead
 Lead the practice on EMR adoption
 Responsible for the overall success of the EMR adoption & rollout
 Communicate and collaborate with eClinicalWorks PM/IM to
meet scheduled timelines, milestones and deliverables
 Manage expectations with other external vendors
 Mitigate internal and external risks
 Work to achieve project milestones
Clinical Champion
 Lead the practice towards EHR adoption
 Own, manage and customize database content based on practice
workflow
Workflow Coordinator
 Oversee schedule and organize meetings for the EHR process
redesign, including workgroup schedules and documentation
 Complete workflow documentation and follow-up on outstanding
questions between meetings
 Ensure all of the day-to-day details of current practice procedures
are present in the workflows and ensures that adapted workflows
are staff-friendly
Practice IT Manager
 Own, manage and support the IT infrastructure of the practice
and adhere to eCW standards

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eClinicalWorks Implementation Guide

eCW-Certified Trainer (Large Practices only)


 Attend eCW training certification course in Westbourough, MA to
learn eCW’s training curriculum
 Organize and oversee training during go live
 Train new staff and physicians on an ongoing basis after go live
Lab Manager
 Collaborate with eCW and labs
 Own, manage and support lab interface communications, testing
and go live plans
Billing Lead
 Work directly with the Billing/Practice Management System
Manager to facilitate their billing requirements
 Own, manage and customize database content based on practice
workflow (billing-specific)
 Responsible for PM data content, claims testing and overall
practice management workflow in new system

Project Timelines

The following Implementation Timeline is a guideline, for a typical


implementation. Each practice has its own individual requirements;
therefore, it is only a suggested standard, not a guarantee.
Typically, the Go-Live date is scheduled between 12-16 weeks after
the Kick-off Call. This timeline is dependent upon the size and scope of the
project.
Week 1: Schedule Kick-Off Call - Your project manager
will contact you to schedule a Kick-Off Call.
Immediately after, you will receive a follow-up
welcome email (including the Implementation
Guide, Technical Guide, hardware requirements
and Analog Fax Solutions).
Perform Kick-Off Call – A Kick-Off Call will be
performed by your project manager (and
additional support, as needed). He/she will help
you to make choices with integration features and
provide milestone dates as part of the
Implementation timeline. Shortly after, you will
receive any required documentation as a follow-up
to the Kick-Off Call

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eClinicalWorks Implementation Guide

Weeks 2: Billing Discovery Call - During this call, your


billing manager will answer a series of questions to
inform eCW about your billing processes.
Clearinghouse Enrollment, Data Migration and
Lab Interface – The clearinghouse enrollment, data
migration and lab interface processes begin and
continue through implementation. Data Migration
and Lab Interface are optional.
Week 2-6: Hardware Approval – Provide hardware
specifications to eClinicalWorks for review and
approval.
Return IT Inventory & Checklist – Complete and
return the IT Inventory & Checklist from the
Technical Guide.
Attend System Setup Spreadsheet Training –
During this call, a billing specialist will assist you
on providing your practice’s billing information on
the System Setup Spreadsheet (SSS); required for
billing data.
Week 5-7: Install Check – An installation specialist will
remotely connect to your network to ensure that it
meets the specifications for the installation of the
eClinicalWorks application. Setup files will be
downloaded at this time.
Week 9-12: Application Installation – An installation specialist
will remotely connect to your network to install the
eClinicalWorks application and other integration
features onto your server, configure the
workstations and install the faxserver.
Initial Data Migration – A data migration
specialist will remotely connect and load your
System Setup Spreadsheet and perform an initial
migration of your patient and appointment data.
Week 10-11: Attend Billing & System Setup Training – Once
your data is loaded into eClinicalWorks, a billing
training specialist will work with you to ensure
that the billing and system information is set-up
correctly.

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eClinicalWorks Implementation Guide

Attend EMR Build Sessions – Prior to your onsite


training, an EMR build training specialist will
guide you in getting started with customizing your
EMR system.
Final Data Migration – Perform a final migration
of patient and appointment data, if required.
Weeks 12-14: Onsite Training and Go-Live
Weeks 12-16: Attend mandatory billing follow-up trainings
Weeks 22-28: Lab interface completion

Kick-Off Call
The Kick-Off Call is an introduction to the implementation process.
During this call we will discuss the overall implementation timeline,
specific practice requirements and integration features.
eClinicalWorks suggests the following people be available for the
Kick-off Call:
 From the practice:
 Project Lead
 Clinical Champion
 IT Manager/Specialist
 From eClinicalWorks:
 Project Manager
 Implementation Manager (as needed)
 Technical Architect (as needed)
After the Kick-Off Call is complete, your Project Manager will send a
follow-up email message recapping the implementation choices and
schedule.

Billing Support
Billing Discovery Call
Shortly after the initial kick-off call with your project manager,
eClinicalWorks will conduct a Billing Discovery call with your billing

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eClinicalWorks Implementation Guide

manager. This call will take approximately one hour and will be
conducted by an eClinicalWorks Billing Specialist. The purpose of
this call is for our billing experts to understand your internal billing
processes, policies and workflow. The information gathered during
this call will be used to prepare our on-site trainers to best train your
practice on billing.

Billing Discovery Follow-up


As a follow-up to your Billing Discovery Call, you will receive a
document outlining your top ten government and commercial payers.
eClinicalWorks will require copies of HCFAs for your top ten payers,
which may or may not include all government payers; HCFAs will
need to be collected for all government payers as well. These are
necessary for sending test claims prior to your onsite training. This is
mandatory for all existing practices.
If you plan to enroll with Emdeon as your clearinghouse, we will
need a copy of your NPI confirmation letter(s) for each of your
providers. In order to ensure that there is no human error on the
enrollment paperwork, we also require the EOBs for each of payers
you would like to be enrolled with.
The HCFAs & EOBs supplied to eCW must be copies of real patients
(not “test” patients) and must include real patient & insurance
information. All information provided to eCW is confidential and
protected by HIPAA.

Clearinghouse
Clearinghouses save you time and money by accelerating the process
of claim submission. You can submit claims electronically to the
clearinghouse, which, in turn, submits them electronically to
insurance companies.
The Importance of Making an Early Decision for a Clearinghouse
You can choose from a variety of clearinghouses, depending on your
geographical region and other factors. The clearinghouse choice is
important and changing clearinghouses mid-stream is not
recommended. You must also take into consideration that it may take
up to 10 weeks for some government payer applications to be
approved.
NPI Number
All providers are now required to have a National Provider Identifier
(NPI) number.

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eClinicalWorks Implementation Guide

A health care provider can obtain a NPI number by submitting an


application for an NPI-either on paper through the postal service or
electronically over the internet. After the application is successfully
processed, the healthcare provider will be notified of its NPI number.
In an effort to ensure that the data submitted to the National Plan and
Provider Enumeration System (NPPES) for organization health care
providers is accurate, CMS initiated an NPPES - Internal Revenue
Service (IRS) data match to ensure that the legal business name (LBN)
and employer identification number (EIN) in NPPES are consistent
with IRS data. [Courtesy of CMS]
CMS will mail out letters to organization health care providers that
have an EIN/LBN combination in NPPES that are different from the
information maintained by the IRS. These letters request that the
health care providers review and update their LBN and/or EIN in
NPPES. If health care providers can not furnish data that are
consistent with the IRS, we will deactivate the National Provider
Identifier in NPPES. CMS will continue to match these health care
provider data in NPPES against IRS data to ensure the accuracy of
NPPES data. [Courtesy of CMS]
More information and education on the NPI can be found through the
CMS NPI page www.cms.hhs.gov/NationalProvIdentStand on the
CMS website. Providers can apply for an NPI online at
https://nppes.cms.hhs.gov or can call the NPI enumerator to request
a paper application at 1-800-465-3203. [Courtesy of CMS]

Note: All current and past CMS NPI communications are available by
clicking "CMS Communications" in the left column of the
www.cms.hhs.gov/NationalProvIdentStand CMS webpage.
[Courtesy of CMS]

Clearinghouse Choices
The most common clearinghouses currently used by eClinicalWorks
customers are Emdeon and Gateway EDI.
Should you choose another clearinghouse, please contact the
clearinghouse directly to enroll. Your Project Manager should be
notified of all approvals you receive from your specified
clearinghouse.
eClinicalWorks has certified many clearinghouses, and the list of
certified clearinghouses continues to grow. For a complete list of
clearinghouses, please refer to the Customer Care Portal at
http://support.eclinicalworks.com.

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eClinicalWorks Implementation Guide

Note: If you have moved within the past year and have not notified
the payers, you must do this before eCW can begin your enrollment.

Patient Statements
Printing Patient Statements
As part of the eClinicalWorks software, you are able to print Patient
Statements. The statement can be configured with the Patient
Statement cycle, dunning messages and number of days before the
statement goes to collection. These statements are printed on 8 ½ x 11
paper and use Number 10 Left Window envelopes.
ePatient Statements
As an alternative to printing your patient statements manually, you
may choose to add the services of Emdeon’s ExpressBill or Gateway
EDI’s Electronic Patient Statements. The benefit of these services is
that the office staff can better utilize their time with other priorities
versus printing and stuffing envelopes. Both services will print, stuff
and mail your patient statements.
If you already use ExpressBill or Gateway EDI, or would like to add
ExpressBill or Gateway EDI to your eClinicalWorks installation,
inform the Project Manager and he/she will begin the enrollment
process.

Insurance Eligibility
Insurance Eligibility is an optional service provided by Emdeon and
Gateway EDI clearinghouses. eCW works with these clearinghouses
enroll the practice with this feature.
The objective of this feature is to help the practice verify the patients’
Insurance Eligibility for the visit scheduled and the procedures to be
performed on that visit. The failure to check the Insurance Eligibility
often results in the practice not getting paid or payment delayed by
the payer as the procedure is not approved by them for the patient
based on their subscription model, etc. The regular way of verifying
the Insurance Eligibility is to call the payer with all the patient
insurance details and get the information from the payer
representative. This takes time from the employee in the practice to be
on the phone until he/she gets the required information. The
Insurance Eligibility through eClinicalWorks helps them to verify it
online with no need for a phone call.

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eClinicalWorks Implementation Guide

Electronic Remittance Advice (ERA)


Electronic Remittance Advice (ERA) is an additional service provided
by the Emdeon & Gateway EDI clearinghouses.
ERA allows the practice to electronically receive remittance advice
files while eliminating the need for paper EOBs. More importantly,
ERA helps the practice to minimize paper-handling errors and lost
information. ERA allows the practice to more efficiently monitor the
payments that are being received for their services.
ERA files are received into eClinicalWorks; they can then be
reviewed and posted to the proper patient accounts.
For further information on Emdeon’s ERA, please visit
www.emdeon.com
For further information on Gateway’s ERA, please visit
www.gatewayedi.com

Data Migration
Data Migration
eClinicalWorks offers a data migration service as a large part of the
implementation process. The data migration involves extracting your
data from your existing practice management system and moving it
to eClinicalWorks in two separate increments (initial and final).
eClinicalWorks can extract and migrate much of your existing data,
including, but not limited to the following types of data:
 Patient Demographics
 Appointment Information
 Insurances
 Patient Insurances
 Guarantor Information
 Pharmacies
 Referring Provider Information
There are two options eClinicalWorks offers for gathering data for
migration. The first option, which most clients prefer, is having
eClinicalWorks extract from their current practice management
system. The second option is having the client provide the data. The
following lists what is required for each method:

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eClinicalWorks Extracts
 Inform eClinicalWorks of Application/System name
 Practice must install TightVNC on the machine that will be used
for data extraction.
 Inform eClinicalWorks with an Admin username/password on
system
 Inform eClinicalWorks of location of data on system (path or
directory)
Client Provides Data
 Prepare data and supply in Excel format in eClinicalWorks’ Data
Migration Template
 Send files to Project Manager via email, CD, or FTP (password-
protected files)
Once the extraction is performed, regardless of method, the data is
reviewed by eClinicalWorks to ensure that the data can be migrated
successfully. A Data Evaluation Plan will be provided and a
conference call arranged to discuss the findings of the evaluation.
It is also at this point that a System Setup Spreadsheet will be
generated and provided to the practice for training, review and
completion.
Standard data migrations are usually completed within 3-4 days. This
time is spread over the course of your Implementation, including the
many steps in which our Data Migration Team performs to ensure the
integrity of your data.
Once the final migration is completed, any and all further changes
will need to be tracked on paper or entered into eCW.
Important! eClinicalWorks cannot migrate binary, encrypted, or
scrambled data.
Important! eClinicalWorks does not migrate financial information
(such as prior claims, outstanding AR, etc.).
Important! The final migration of data includes only patient
demographics and future appointment updates.

System Setup Spreadsheet


System Setup Spreadsheet (SSS) with Data
Migration

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eClinicalWorks Implementation Guide

As previously mentioned, as a method of preloading data into the


application, eClinicalWorks will populate a System Setup Spreadsheet
(SSS) based on the data provided during the initial
extraction/migration phase. This data includes provider & staff
information, facility, insurance, patient insurance, pharmacy and
referring provider information. You may also add your custom fee
schedules to the SSS, if you wish.
While eClinicalWorks preloads this information, it is the client’s
responsibility to review and update the SSS according to the
recommendations of the eCW billing specialists. eClinicalWorks will
provide training for this purpose.
Upon completion of the spreadsheet, an eClinicalWorks billing
specialist will review and approve the information provided. The SSS
will then be uploaded to eClinicalWorks at the point of initial
migration.
If the SSS is not approved, the project manager will send the SSS back
to the practice with further direction. It is imperative that the practice
make all updates and return the SSS to eCW in a timely fashion.
Without a completed SSS, the initial migration will be postponed,
jeopardizing the remaining implementation dates, including onsite
training and go-live.

System Setup Spreadsheet (SSS) without Data


Migration
If the client does not wish to do data migration from their current
practice management system, it is still possible to preload the
provider & staff information, facility, insurance, pharmacy, referring
provider and custom fee schedule information by populating a
System Setup Spreadsheet.
eClinicalWorks will provide a blank SSS template as well as SSS
training to assist you in preparing the System Setup Spreadsheet.
Upon completion of the spreadsheet, an eClinicalWorks billing
specialist will review and approve the information provided. The SSS
will then be uploaded to eClinicalWorks 2-3 days after the application
is installed.

Labs
Interface Overview
eClinicalWorks can be integrated directly with many major labs such
as Quest or Labcorp to transmit data electronically.

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eClinicalWorks Implementation Guide

The lab interfaces may be Uni-directional or Bi-directional.


In order for eCW to have all the lab tests that your practice frequently
transmits to the lab company, eClinicalWorks’ lab programmer will
be sending you a Lab Compendium Spreadsheet for you to forward
onto your labs. Please have your lab complete this template and
return to your lab programmer.
Timeframe
The following general rules apply for lab interface lead times:
 10-12 weeks lead time required from the date of approval (by the
lab) for currently interfaced labs
 Up to 6 months lead time required for hospital or local labs, in
which eClinicalWorks has never interfaced with before
Historical data will be available for select clinical measures through
historical laboratory data migration (or through data preloading at
the practice level). Please refer to the “Training” section of this
document for specific recommended preload elements.
Cost
There is no cost for reference lab interfaces (from eCW) to the End
User/Practice.
For a list of labs that eClinicalWorks has developed interfaces with,
please refer to the Customer Care Portal at
http://support.eclinicalworks.com.
Note: Lab approval and signoff is needed by eClinicalWorks to begin
your lab implementation; approval may be volume-based. You may
be required to sign an agreement with the lab(s) of your choice prior
to their authorization of the interface.

Optional Integration Features

Midmark Devices
eClinicalWorks has developed an interface with Midmark EKG,
Spirometer, Vitals and Holter devices.
The interface is billable at $750 and includes configuration on one
computer. Any additional computers requiring an interface with the
device are billable at $100 per hour.

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eClinicalWorks Implementation Guide

Visit www.midmark.com for further information on their product


offerings and purchase details.

Welch Allyn Devices


eClinicalWorks integrates with several Welch Allyn Spot Vital Signs
devices, Spirometers, Ambulatory Blood Pressure devices, EKG, and
Stress Test machines.
The interface is billable at $750 and includes configuration on one
computer. Any additional computers requiring an interface with the
device are billable at $100 per hour.
Visit www.welchallyn.com for further information on their product
offerings and purchase details.

MedicScan
eClinicalWorks is compatible with the MedicScan OCR. MedicScan
scans insurance cards as a document which can be attached to Patient
Documents. The OCR reader gives the capability to scan in license
information directly into the patient demographics.
Card Scanning Solutions’ web page allows for eClinicalWorks users
to purchase the scanners at discounted prices. That page can be
found at http://store.card-reader.com/t-eclinicalworks.aspx. There
you will find the supported simplex scanners; model numbers
MCSCO-ECW & MDSCO2000R-ECW, as well as the supported
duplex scanners; model numbers MDSCO800DX-ECW &
MDSCO3000D-ECW.
There are no additional charges for the interface with any of the
MedicScan devices.

Dragon NaturallySpeaking
Dragon NaturallySpeaking Medical 10 is transcription software
offered by Nuance that many of eClinicalWorks providers are
currently using to assist with their transcription needs.
There is no charge from eClinicalWorks for the integration of Dragon
NaturallySpeaking; however, it must be purchased separately and
installed prior to the eClinicalWorks software installation. It is also
recommended that you practice using Dragon as it will take some
time for it to become used to your voice. For more information on
Dragon NaturallySpeaking Medical 10, visit
www.1450.com/eclinicalworks.

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eClinicalWorks Implementation Guide

Patient Portal
The Patient Portal provides an innovative tool for sharing information
and communicating with your patient.
Certain medical record information such as lab tests, diagnostic
imaging tests, immunization alerts, and prescription alerts are
displayed on the home page on the Patient Portal. The home page is
specific to a patient, and is based on the user name and a password
used to log in to the Patient Portal.
The portal offers you the flexibility you need to set up your practice
so that the information you want displayed on the Patient Portal
reflects your communication needs. You set up lab profiles, reminder
and alert messages, and standard visit types and times. You can
define how messages are routed to your practice and the frequency
with which information is uploaded and downloaded to and from the
Patient Portal.
Functions of the Patient Portal are as follows:
 Messages: Send/receive messages to/from doctor’s office.
Received Faxed Medication request to Pharmacy
 Appointments: Request a new appointment and view upcoming
appointments
 Medication: Request a prescription refill from pre-populated list
of currently refillable prescriptions
 Labs: Request a lab; review and examine lab reports
 Statements: Examine current and past statements
 Demographics: Enter or modify personal information and other
demographic information
 Reminders: Receive reminders from doctor’s office about when
the next immunization or lab is due
 Referrals: List of prior referrals and ability to request new or
existing referrals.
 Receive an email for reminders, upcoming appointments and
statements.
 Access to Instant Medical History which provides an online
question and answer solution to patients about a problem they
are experiencing (ex: sore throat, back pain, etc.). The results of
these questionnaires will be recorded within the Virtual Visit
progress note.
For further information on the Patient Portal options, please contact
your project manager.

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eClinicalWorks Implementation Guide

eClinicalMessenger
eClinicalMessenger is a new voice messaging service that enhances
communication between the doctor and the patient. This new product
utilizes Voice-over-Internet Protocol (VoIP), enabling your practice to
send voice messages to patients. This is a more powerful take on
phone messaging service, as it is integrated into the eClinicalWorks®
solution. eClinicalMessenger is extremely dynamic, interactive and
customizable to practice, doctor, and patient preferences.
Benefits of eClinicalMessenger are as follows:
 Integrated with the EMR product version 8.0.
 Interactive: Bi-Directional capabilities to allow patients to confirm
appointments over the phone and based on the response,
appointment status is automatically updates in the EMR
 Customizable: Type of Reminder, Preferred Time to Call,
Preferred Phone Number (Cell, Landline), Caller ID Number and
more can be configured to Practice/Doctor/Patient preferences
 Hosted Solution: eClinicalWorks’ redundant server provides a
reliable and secure environment. No extra software or hardware is
needed and the whole solution is hosted by eClinicalWorks
 Efficient: Saves staff time spent making reminder calls, and
messaging templates are available for quick communication

eClinicalMobile
eClinicalMobile allows users to access patient information from a
hand–held device that has standard Web browser capabilities,
currently supporting iPhone®1, Blackberry Storm®, and T-Mobile G1
with Google®2 anywhere at any time. The screen has been optimized
for hand-held devices and loads quickly because only pertinent data
is accessed. Users are able to access schedules, write prescriptions,
and access encounters with the peace of mind that the data is
encrypted and hosted on a secure gateway. eClinicalMobile provides
user name and password as part of the log-on security function. Once
logged in, icons are displayed for ease of use in choosing your
function.
Capabilities of eClinicalMobile are as follows:

 Labs:
 View lab results
 Upload to the Patient Portal
 Make notations

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eClinicalWorks Implementation Guide

 ePrescription:
 Refill medication
 Order new prescriptions
 Send to pharmacy

 Display Scheduling:
 View past and future appointments
 View patient medical summary

 Messages:
 Full message capability

 Telephone Encounter:
 View assigned encounters
 Document action taken
 Reassign

 View Patient Hub:


 Patient progress notes
 Lab and diagnostic history
 Medical summary

 Charge Capture:
 Create charge at the point of service

Appointment Reminder Systems


eClinicalWorks has the ability to interface with certain appointment
reminder systems. These systems automatically deliver appointment
notifications, recall notices, and/or medication reminders for patients.
The following is a list of systems eClinicalWorks interfaces with:
TeleVox (most commonly used) www.televox.com
ReminderPro www.julysoft.com
PhoneTree www.phonetree.com
Tavoca www.tavoca.com
Smile Reminders www.smilereminder.com
There is no charge for the interface with any of the above systems.
Please contact the company directly for pricing and any additional
information. The practice is responsible for enrolling directly with the
company and notifying their Project Manager that they have enrolled.

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eClinicalWorks Implementation Guide

ePrescribing
ePrescribing is an extra feature of eClinicalWorks that allows you to
electronically exchange prescription information (new prescriptions
and refill authorizations) with your local pharmacies. This not only
provides a more secure and accurate way of managing your patient’s
prescription information, but it can also save your practice significant
time when managing prescription refills. ePrescribing allows
connected pharmacies to send requests for prescription refills to your
eClinicalWorks EMR. This is a more efficient and less cumbersome
method than managing them by fax and phone. ePrescribing uses a
secure network – The Pharmacy Health Information Exchange™,
operated by SureScripts-RxHub®, to facilitate this exchange. Over 95%
of the nation’s pharmacies are enabled to connect to this network,
with 2/3 of those currently processing prescriptions electronically.
ePrescribing enrollment is done by eClinicalWorks. Please note the
following information:
• Physicians can sign up for ePrescribing and start using it as
soon as they go live on eCW, if they wish. Please ensure that
you have reviewed our training material on how to send new
prescriptions electronically, how to manage electronic refill
requests, and when to expect requests for these refills to be
sent to you electronically.
• For providers who currently use an application to prescribe
electronically, the enrollment is fairly quick; an eCW
Enrollment Coordinator will provide you with a Change of
Vendor form to be filled out and returned for processing.
• For providers who are new to ePrescribing, the enrollment
may take a few weeks.

Patient Education
eClinicalWorks integrates with A.D.A.M. for updated patient
education information.
A.D.A.M. develops consumer health information for the health care
and education markets. Physicians may print out or e-mail
QuickSheets to patients as an educational follow on to the office visit.
Visit www.adam.com for further information on their educational
services.

Physician Reference

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eClinicalWorks is now offering an integration with SkyScape, which


allows for the incorporation of physician reference data based on
various reference libraries.
For further information on SkyScape’s reference libraries, please visit
www.skyscape.com.
The cost of SkyScape varies by reference library; please contact your
Project Manager for further information as a separate agreement will
be required.

CodeCorrect
CodeCorrect is a product and service that checks for correct coding of
physician claims. Their service provides “revenue cycle management”
such that physicians are more likely to receive timely payment for
services provided. The function that CodeCorrect performs is also
commonly known as “scrubbing.” Please visit www.medassets.com
for further information on CodeCorrect.

UpToDate
eClinicalWorks has a direct integration with the UpToDate clinical
information tool. UpToDate allows clinicians to easily access answers
to their day-to-day clinical questions, based on specialty.
There is no charge from eCW for the integration of UpToDate,
however a subscription with UpToDate is required. For further
details on the features and subscriptions of/for UpToDate, please
visit http://www.uptodate.com/home/direct/ecw.html.

Note: Optional Integration Features may be added at any time.

Section 3: Infrastructure & Setup

Hardware
Proper hardware and network configuration is crucial to the success
of your eClinicalWorks system. eClinicalWorks provides every client
with a Hardware Requirements document that states the minimum
requirements needed for the network. The client should review this
document with their IT specialist to ensure proper ordering or
upgrading of equipment. For further information on the hardware
refer to the Technical Guide.

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Once the client has determined all the components to their network,
eClinicalWorks asks that you provide this information to your project
manager for review. This way eClinicalWorks can make sure that all
equipment meets specifications for the practice and nothing has been
overlooked.
The network (including the server, workstations, tablets, laptops,
modems, analog phone lines, printers and scanners) must be fully
installed prior to the Install Check, so that during the Install Check,
eClinicalWorks can confirm all equipment specs and network speeds
are within specifications.

FaxServer
eClinicalWorks has an integrated feature that enables the client to fax
information such as prescriptions, progress notes, lab/diagnostic
imaging orders, and results directly from the software environment.
Clients should do an analysis of the number of faxes sent and
received on a daily basis. If you have multiple locations, this analysis
should be done at each location. Client should monitor what type of
documents they are sending out (referrals vs prescriptions) as well. If
you plan to use SureScripts-RxHub, this will decrease the number of
faxes sent significantly as your prescriptions will be done
electronically.
eClinicalWorks needs for the client to provide the provider(s)
signature(s) in a .jpg format for training.
Please save these signatures in a folder on your server entitled “eCW
Signatures” and be sure to let your trainer know where to find this
folder. Your trainer will set your system up to print the provider’s
signatures for prescriptions, progress notes, referrals, etc. If you
would like a copy of the default prescription format, please ask the
Project Manager.
Refer to the Analog Fax Solutions for further details on eClinicalWorks
faxing requirements.
Note: Please refer to the Technical Guide for more detailed
information.

Install Check
The Install Check is performed by eClinicalWorks, typically 5 - 7
weeks before onsite training, to ensure the network meets
specifications and all hardware and devices are ready for Installation.
eClinicalWorks remotely connects to the client’s network via

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TightVNC (a remote desktop sharing program) or a Remote Desktop


Connection (RDC) to perform this important step in the
Implementation process. The following is a list of what is verified
during the Install Check:
 Check server power & network connectivity
 Verify that all network components, machines, and software are
configured correctly and in working order
 Verify systems are according to eClinicalWorks hardware
specifications (processor speed, memory, hard drive space,
operating system, routers)
 Verify all Service Packs are installed
 Test the scanner
 Test the analog line, modem & FaxServer (no VOIP lines)
 Verify all outgoing ports are open if part of a hospital network
 Verify that you can FTP from other FTP servers
 Verify that all machines are able to connect to the internet
 Check for speed between the server and client machines
(workstations, laptops, tablets)
 Test the speed between multiple locations
 Load setup files
The Installation team uses the information from Technical Guide – IT
Checklist & Inventory during the Install Check. It is crucial that the
client completes and returns the IT Checklist & Inventory no later
than two weeks prior to the scheduled Install Check. If this document
is not received on time; the Install Check will be cancelled. This may
then affect the remaining implementation dates.
Also, eClinicalWorks requires that the IT specialist be available at the
practice during the Install Check, which typically lasts two hours.

Installation
The installation of eClinicalWorks is performed approximately 3 - 4
weeks before onsite training. The eClinicalWorks Installation team
will remotely connect to the client’s Network and install the software
on the server and all the clients on the network via Tight VNC or
RDC.
eClinicalWorks requires that the IT specialist be available at the
practice during the installation, which typically takes approximately 8
hours.

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Depending on the number of servers and client machines which


require eClinicalWorks to be installed on, the installation could take
more than one day. eCW can complete installations in one day when
there is 1 server and up to 10 client machines. Additional clients will
need additional time. eClinicalWorks will teach your IT individual
how to install the client software.

Section 4: Training

Training Overview
The eClinicalWorks Training Program is designed to impart a
working knowledge of all eCW functionality that applies to your
practice's needs and facilitate the integration of the eCW EMR/PM
system.
Opportunities are provided to work hands-on with the program,
allowing participants a chance to experiment with what they have
learned in fictitious scenarios. Workflow-related scenarios are
discussed throughout the training to identify the best possible
integration of the eCW software.

EMR System Build


Prior to your onsite training, eClinicalWorks will provide an online
EMR System Build session. The purpose of this is to help you prepare
for the onsite training by showing you the ways in which you can get
started with your EMR customizations.
EMR System Build is intended for the clinical lead of your practice
and/or those involved in the customization process of your EMR
system.

eCW 101 Training


“Super users”—technically-proficient front-line staff who will support
other staff on the EHR during training, go live and beyond—are
critical players in the success of any EHR project. To ensure they have
adequate knowledge of eCW and a sense of ownership in the project,
it is important to identify them and train them on the system early,
and involve them in workflow redesign and EHR configuration.
To begin building the necessary knowledge base, eCW will prepare
your super users and subject matter experts to configure the system
with an in-depth five-day training (includes one day on practice

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eClinicalWorks Implementation Guide

management and two days for EHR) which will review the system’s
features and configuration requirements. Following this training,
your staff will have enough understanding of the system to begin
work with the eCW Implementation Manager to redesign the 14 core
workflows and to plan the system configuration. This training can
occur as soon as the current practice workflows have been mapped
and the practice has an eCW training server in place.

System Configuration/ Workflow Redesign


Proper system configuration will assist staff in successfully following
practice policies and procedures, and will ensure that the practice can
collect and monitor the information it needs to properly conduct
business. The practice is responsible for entering required information
(such as provider schedules), reviewing the system to ensure that the
appropriate fields and reports are available, and configuring custom
fields.
As the practice super users redesign workflows, the eCW
Implementation Manager will assist them in identifying areas of the
system that need configuration and will provide them with
configuration options, based on best practices from other
implementations. For each area of configuration, the practice will
identify someone responsible for designing and configuring that area.
During the testing stage, process owners will review these settings
and sign off on the final configuration.

Testing
System testing offers a final chance to review the redesigned
workflows and configuration and to ensure revised practice
workflows can be successfully adapted to site-specific staffing and
procedures. At this point, the process owners—practice staff who take
responsibility for ensuring the new workflows will meet required
legal and procedural standards—should sign off on the final plans.
The super users and project lead should also spend at least a half day
at each site that is going live to test the workflows, ensure the
appropriate templates and settings are available to the staff who will
be using them, and check to make sure hardware is properly placed
and functioning.
In addition to the workflows, successful testing will include:
 Submission and receipt of payment of claims to each of the
practice’s primary payers

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 Order, collection, processing and receipt of lab results from the


practice’s primary lab
 Audit of all users that are entered into the system (to ensure all
users have eCW accounts and all providers have eCW licenses)
and a list of security permissions set by role

Study Aids/Cheat Sheets


“Cheat sheets” are procedural guides that outline particular steps
within the workflows in detail so front-line staff can use them for
reference. For example, within a workflow for patient check-in, cheat
sheets might be required to outline how to check patient
demographics, scan insurance cards, and update insurances. These
guides can be adapted from eCW user manuals or the “help” section
of the system, but should be adapted to the practice so they reflect
policy and procedural decisions that were made during the workflow
redesign. Please note that it is the client’s responsibility to define
these study aids.

Onsite Training
In order to best utilize the trainer's time with your practice, it is
recommended that you not have a full load of patients scheduled
during training. Some patients are recommended after a few days of
training, but patients should be scheduled for double the time
typically allocated for each visit type.
Training hours are either 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM
with a one hour lunch break. Additional hours on-site are billed at
$100/hr.
The following general topics are fully covered during the training:
• All Office Members
o System Overview
o Patient Lookup
o Patient HUB
o Telephone Encounters
o Messaging
o Document Management
o Faxing
• Front Office

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o Patient Registration
o Appointment Scheduling
o Patient Check In/Out
o Scanning at Registration
o Scanning in Patients' Charts
o Running Letters
• Mid Office (MAs/Pas/NPs/Nurses and Providers)
o Monitor Patients in the Practice.
o Progress Notes
o Lab, Imaging, Procedures and Immunization Flow
o Referrals
o Alerts/Recalls
o Templates
o Flow sheets
o eCliniforms
o eClinisense
o EMR build and customization
• Back Office
o Billing set up
o Claim Processing
o Claims Submission and Clearing House Reports
o Payment Posting
o Accounts Lookup
o Collection Management
o Statements
o Reports

Training Recommendations
The following minimum number of hours should be allocated to
work directly with the trainer:

Staff Department No. of Training Hours

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Providers - 3 sessions of 4 hours each = 12 hours

Nursing Staff - 2 sessions of 4 hours each = 8 hours

Billing Staff - 3 sessions of 4 hours each = 12 hours

Front Office Staff - 2 sessions of 4 hours each = 8 hours

• In addition to the hours allocated above, it is recommended


that each staff member spend additional time on their own
during the week getting familiar with the software.
• Each provider session with the trainer must consist of at least
four consecutive hours uninterrupted by seeing patients.
• Work with the Project Manager to discuss the best scenario for
your practice.
• Providers need to spend time getting familiar with their tablet
PCs prior to training.
• It is strongly advised that staff have basic computer training
prior to training.
• Any practice letters, forms, or other documents should be
given to the trainer on day 1 of the training so that they can be
entered or duplicated in the eClinicalWorks system.
• Billing setup must be performed in order for the Provider
sessions to run smoothly. Ensure that Billing staff are
available on the first day of training.
The Office Manager should separate staff into the groups outlined in
the schedule and identify which staff members will attend each
session
Trainers will bring in a Checklist for the Office/Practice Manager or
Doctor to sign upon completion of training. Trainers in turn will give
one copy to the practice and submit one copy to the Project Manager
at eClinicalWorks.
Note: eCW provides a comprehensive training on the software
during the week before go live, along with standard eCW user guides.
It is the practice’s responsibility to communicate their training
expectations to eCW, develop any customized training materials they
will need for their staff (for example, outlining how practice-specific
policies and procedures will change with the EHR), and ensure that

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eCW trainers understand how these materials should be incorporated


into the overall training.

Post-Training
Follow-Up Sessions
Within the following weeks of your go-live, eClinicalWorks will
provide mandatory follow-up training sessions, at no additional
charge. These sessions are geared toward billing; including claims
submissions, payment posting, generation of patient statements,
collections and billing alert recalls and are scheduled during your
implementation.
Product Documentation
 Available on the Customer Care Portal
(http://support.eclinicalworks.com)
 Includes comprehensive documentation on the EMR, Front Office,
Billing, Administration, New Releases, and Patient Portal. The
EMR Guide includes documentation on SureScripts-RxHub as
well.
Videos
 The new videos include Payment Posting, NPI, HCFA and UB92
Alignment. A new one will be available soon for Processing
Statements.
 The SureScripts-RxHub video that is on our portal is a sales
demonstration/overview of SureScripts-RxHub. It is NOT for
training purposes.
Webinar Training
 Available on the Customer Care Portal
(http://support.eclinicalworks.com)
 There are quite a few training classes that are available through
Webinars. Practices should attend these as they will find them to
be quite informative!
 Please refer to the portal for updated class schedules
eCW Newsletter
 Clients should sign up for the newsletter at
www.eclinicalworks.com. This is how you will find out info on
new versions, new documentation, new training opportunities,
new videos, updates on support processes, etc.

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 There are many places for you to sign up from, but the easiest is
for them to click on the Help menu in eClinicalWorks and there is
an option for sign-up.
eCliniWiki
 A collaborative and perpetually refreshing repository of
information on specific eCW-related topics built by our eCW users
 Registration for the eCliniWiki is done from the Customer Care
Portal (support.eclinicalworks.com) to ensure that all users of the
eCliniWiki are also users of the eClinicalWorks product.
Users Group
 A forum where fellow eCW users share their experiences, advice
and other tricks and tips
 Join a Users Group at http://www.ecwusers.com.
 Monitored, but not moderated by eClinicalWorks staff.

Section 5: Post Go-Live Support

Transition to Support
During your onsite training, you will be introduced to your Strategic
Account Manager (SAM). The SAM is assigned to your practice for 16
weeks to help provide you the assistance you need while you go live
on the eClinicalWorks system.
Your SAM will be your main point of contact post go-live. He/She
will assist you with support concerns, points of escalation and to
ensure that your claims and payments are processed with minimal
errors or exceptions. The SAM will conduct a Support Kick-Off Call
when training is completed. It is during this call that all support
protocols will be outlined with you/your practice. The SAM will also
conduct three evaluations throughout the 16-week go-live period to
ensure both EMR and PM adoption at your practice.
eClinicalWorks offers 24/7 support. You may contact support by
logging your support request through the web at
http://support.eclinicalworks.com or by calling your SAM at 508-
836-3663.
When problems are reported, eClinicalWorks will adhere to the
following schedule to resolve the issues:

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Severity Description Response Resolution


Time

Critical/Show stopper.
System cannot function or
P0 suggested alternative has 1 Hour 4 Hours
drastic impact on the
productivity.

Minor error. System can


P1 function. Clear work around 24 Hours 5 Days
available.

Next
P2 Functional Enhancement 48 Hours Upgrade
Release

2009 Holiday Schedule


eClinicalWorks observes the following holidays; therefore, there will
be no support staff available on these days:
New Years Day January 1, 2009
Memorial Day May 25, 2009
Independence Day July 3, 2009
Labor Day September 7, 2009
Thanksgiving November 26-27, 2009
Christmas December 25, 2009

2010 Holiday Schedule


eClinicalWorks observes the following holidays; therefore, there will
be no support staff available on these days:
New Years Day January 1, 2010
Memorial Day May 31, 2010
Independence Day July 5, 2010
Labor Day September 6, 2010
Thanksgiving November 25-26, 2010
Christmas December 24, 2010

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Labor Rates
eClinicalWorks Labor Rates
The following table reflects assessed fees if a task is to be cancelled
before the allotted time; if additional trainings and installations are
requested other than outlined in your contract; or if custom work is
requested. In the event this agreement contradicts the master
agreement between eClinicalWorks and customer, the master
agreement will supersede this document.

Item Rates

Database Customization $100/hr OR $750/day (Estimate to be


provided by Database team)

Database COPY/SPLIT/Cleanup $750/day (Estimate for number of days


will be provided by DM team)

Additional Data Migration $750/day (Estimate for number of days


will be provided by DM team)
Post-Initial / Final Migration

System Setup Spreadsheet Reload $500/load

(If requested by practice or initial


information provided was incorrect)

ExpressBill® Patient Statement $150/hr programming fee


Customization

Specialty Forms/Smart Forms $750/day (Estimate for number of days


will be provided by Development team)
New form(s) or customization to existing
form(s)

Project Manager On-Site Visit $1000/day per person + $250 per diem
+ airfare

Server Failure/Reinstall $750/day (Estimate for number of days


will be provided by Install team)

Cancellation/Rescheduling of $250 per incident


Installation

Within five (5) business days of


scheduled date

Devices $750 interface fee for first computer


$100/hr (1-hr minimum) for additional
See eCW Approved Device List
computer installations

Item Labor Charge

Additional Install Time $750/day

Examples: OR

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 Hardware not ready at the time $100/hr (1-hr minimum; Estimate for
of initial install number of days will be provided by the
PM)
 Additional client installations

N  Fax Server / Digiboard® re-


installs
O
 eCW server reinstalls
T
 Non-Prod server(s) install /
I upgrade
C  Client / server network
E reconfiguration or re-
installation
:
 Dragon® configuration

P  Non-eCW appointment
reminder systems
R  Un-install server/client
I  Re-installs of eBO,
N eClinicalMobile, or
eClinicalMessenger
T
ITechnical Architect Billable Services $150/hr (Estimate for number of hours
will be provided by the TA)
NNetwork Architecture Review Package

GAdditional On-Site Training $750/day per person + $250 per diem


+ airfare
(e.g., eCW 101, additional training for
new functions / versions)
T
Additional Remote Training $100/hr (1-hr minimum) OR $750/day
A per person
(e.g., Bubble Sheet, New Employee
MTraining, etc.)
PCancellation / Rescheduling of $100 per ticket plus $750 per trainer
ETraining per week

RWithin ten (10) business days of

-scheduled date

Additional Notes
TAMPER RESISTANT PRESCRIPTIONS
As of April 1, 2008, all printed Medicaid prescriptions must be printed
on tamper-resistant paper. The eClinicalWorks application can

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eClinicalWorks Implementation Guide

accommodate printing to tamper-resistant prescription paper as


required.
eCW currently supports printing to different printers and the
application can be configured by practices to prompt the prescriber to
choose the appropriate printer that contains the special tamper-
resistant paper (or allows time for paper to be changed in a single
printer in use by the practice).
eCW also supports printing of one prescription per 8 ½" x 11" sheet of
paper, which appears to be the predominant size of tamper-resistant
paper available. Testing of tamper-resistant papers on standard
LaserJet printers is currently in process, and the results will be
communicated to all eCW clients when complete.

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