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1) Have faxed/scanned paper AND BARCODED documents imported into a pt's chart in a searchable PDF (OCR) format.

Yes, fax board puts a PDF in a folder. Press one button and they're all OCR'd in that folder. You can set this up to be done automatically. For the scanner, you can just scan directly into an OCR'd document. What do you mean by barcoded documents?

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2) Understand exactly how I can review the document vis-a-vis the patient's chart - once it is uploaded into AC, is it actually IN the pt's chart? Do I get a message that a given pt. has a new lab report for me to review, and is the chart "right there" for me to refer to, or do I have to go and pull it up?

When you import a document from a folder in the patient's chart. It's copied to imported items. You can access it using the imported items tab in AC. You put whatever reports you want into AC and send a reminder to whoever needs to read it. Neither UpDox nor a faxboard knows which fax belong to which person. So either way you're going to have to put it in the patient's chart.

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3) Have these documents be easily annotated in such a way that the annotations are a permanent part of that particular record ("overwriting" the record with comments is best)

Nothing beats Acrobat in marking up PDFs. Add images, signatures, stickies, text, comments, etc. Anything you can do with a PDF can be done with Acrobat.

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4) Have an easy way to pass these documents back and forth, again being able to annotate each step of the way, if necessary.

AC's internal messaging is the best way to keep track of these changes. Import, then send a Reminder to the designated user. They can mark up and send the reminder back.

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5) Know how and where to look in AC for these documents -is there a particular folder in a pts. chart where I will find them? Can I make my own folder (one for consults, one for labs, etc.)?

Yes, you can separate items intofolders in the Imported Items to organize. E.g. Non-Medical Info and have all the docs under that and Outbound letters with all the info under that.

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6) Be able to easily generate a report/list of all of my pt's who (for instance) have an A1C above 7%.

Only if imported via Lab interface. OCR'd documents can't do that. You can define any Tracked Fields and Values in AC. Say I wanted to keep Track of people I like. The Item name could be "LIKE?" and the value could be "Yes/No/Maybe". I could generate a report using the reports button to find all of the people I that have yes in the LIKE? field. Then, send them a Christmas card.

More on this later. My favorite food place is about to close.

Sandeep Luthra | LTMedical.net
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