Chart Pack

For facilities that use paper charts, the Chart Pack feature in AmkaiOffice manages the printing of documents included in a paper chart as well as the chart document log to assist with the medical records audit process.

The first step in creating Chart Packs involves Amkai personnel converting your facility's paper forms into custom forms in the AmkaiOffice system. Charges may apply to creating the custom forms. You can then associate these forms to "documents" in the Chart Document Dictionary while specifying printing order, required forms and the department responsible for completing the forms.

The Chart Pack Dictionary will be used to pull the individual forms created in the Chart Document Dictionary into a "pack."

Items can be loaded manually or the option "Add by appointment type" can be used to load all forms associated to a selected Appointment Type. The Chart Pack set as the default for the Appointment Type will automatically be pulled to the scheduled appointment, but the pack selected can be modified if needed based on the specific patient’s needs.

Printing the chart packs can be done by selected patient or date of service. When forms are printed they will be collated by patient based on the order specified in the Chart Document dictionary. The Chart Documents section of Clinical Documentation Management (CDM) can be used for medical record reconciliation and review.

The Chart Pack dictionary is a Not Shared (Business Entity) dictionary. The items entered in the dictionary are unique to the Business Entities in which they have been created.

To create a chart pack

Complete the following fields:

1. Name: Enter a description for the pack (mandatory field) Example: “Pain Management."
2. Quick Code: Enter a short name for the item. Example: “Pain Mgt". Quick Codes can be up to 15 alphanumeric characters,are mandatory and must be unique. If the Auto generate quick codes Preference has been enabled, this filed will populate when the Name field has been completed and you tab off of the field.
3. Chart documents: Use the add ( + ) button to select forms that should be included in this pack. Use the up/down arrows to order the forms in the sequence you would like the forms to be printed and pulled into the Chart Documents page of the Clinical Document Management (CDM) module. Use the delete ( - ) sign to remove a form that was selected and is not needed. If a form is deleted from the list all forms below will move up in sequence.
4. Add by appointment type: This option can be used as a short cut to pull all forms that have been assigned to a specific Appointment Type to this chart pack. Clicking on the link will bring up a list of active Appointment Types. Select a type and all of the forms that were associated to that type in the Chart Documents dictionary will be pulled to the screen. Use the up/down arrows to set the order of the individual forms for printing and loading to CDM. Use the add / delete options to modify the forms that pull to the screen as needed. If a form is removed all forms below it will move up one space in the sequence. If a form is added it will be pulled in at the bottom of the list.
5. Generate quick code: If the Preference to Auto generate quick code has been set this field will be displayed when new items are added to the dictionary. If a quick code has not been set or if you would like to override the code that has been entered in the field, click this button to have the system generate a quick code.
6. Click one of the following buttons:

• Save and DoneSave and Done

  Click to save your changes and return to the Items screen.

• Save and NewSave and New

  Click to save your changes and clear the fields on the dialog, so you can add another new Item to the dictionary.

• CancelCancel

  Click to discard your changes and return to the Items screen.

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