Adding a New Item to Health Monitoring

Use the following steps to add a new item to the Health Monitoring grid for the selected patient. Doing so, adds the item with an entry . This item is not added to the grid of any other patient.

1. If you haven't already, select the patient and go to the Health Monitoring module.

2. Click Add New at the top of the HM Items column. The LMR displays a new window.

3. Select a health monitoring item using one of the following methods:

By typing an item name

Type two or more letters of the item name and click Search (ALT+S). The LMR returns matching items. The section name in brackets following the item name indicates where the LMR places this item on the grid. Click to select an item.

Although the LMR allows you to enter uncoded HM items (by selecting the bottom item on the returned list), doing so should be avoided. Uncoded HM items do not make full use of LMR's features and capabilities.

Click the Add to My Favorites check box to add this item also to your list of Favorites. Doing so allows you to more easily add this to the grid of other patients.
By browsing sections

Click the drop-down list at Browse by Section. The LMR displays the list of items associated with that section. Click to select an item.

Click the Add to My Favorites check box to add this item also to your list of Favorites. Doing so allows you to more easily add this to the grid of other patients.
From your list of Favorites

Click Favorites (ALT+F) to display a list of items you've previously saved to your list of Favorites. Click to select an item.

4. Click Add Entry, and complete the displayed form and click Ok (ALT+O). The only required field is Select Date. Other fields common to all entries include Result and Comments. Depending on the type of entry, a list of responses may be displayed to indicate status.

For immunization-related entries, you can also indicate if the patient declined the immunization. Several additional fields allow you to record immunization details. Fields for Lot #, Manuf. Exp., and VIS Published may be pre-filled if default values for that immunization have been completed using Lot Maintenance. See Working with Custom Lots for details.
For Smoking status, additional fields display if you indicate that the patient is a current or past smoker.

5. Click to select if you want to add to the Health Monitoring grid with an entry, with a due date, or with both an entry and due date.

With an entry
Click Add Entry, and complete the displayed form and click Ok (ALT+O).

The only required field is Select Date. Other fields common to all entries include Result and Comments. Depending on the type of entry, a list of responses may be displayed to indicate status.
- For immunization-related entries, you can also indicate if the patient declined the immunization. Several additional fields allow you to record immunization details. Fields for Lot #, Manuf. Exp., and VIS Published may be pre-filled if default values for that immunization have been completed using Lot Maintenance. See Working with Custom Lots for details.
- For Smoking status, additional fields display if you indicate that the patient is a current or past smoker.
With a due date (not available for immunization-related items)
Click Set Due Date, and indicate when this HM item is due. You can indicate a specific amount of time from the current date (that is, the number of years, months, weeks, or days from today). Alternately, you can indicate a specific patient age, or set up a recurring due date. You can also enter a reason for the due date.

Make your selections and click Ok (ALT+O).

Note:
- The Health Monitoring module uses color coding to indicate the status of items, when appropriate. Pink highlighting indicates items that are overdue. Yellow highlighting indicates items that are due within the next 30 days.
- The LMR automatically sets due dates for some HM items based on decision-support reminders. For example, all patients over age 65 are due for a yearly influenza vaccine. You do not need to enter due dates for these items.
With an entry and due date (not available for immunization-related items)
Click Add Entry & Due Date, and complete the displayed form.

Indicate entry details within the top section. The only required field is Select Date. Other fields common to all entries include Result and Comments. Depending on the type of entry, a list of responses may be displayed to indicate status.
- For immunization-related entries, you can also indicate if the patient declined the immunization. Several additional fields allow you to record immunization details. Fields for Lot #, Manuf. Exp., and VIS Published may be pre-filled if default values for that immunization have been completed using Lot Maintenance. See Working with Custom Lots for details.
- For Smoking status, additional fields display if you indicate that the patient is a current or past smoker.
Indicate due date details within the bottom section. You can indicate a specific amount of time from the current date (that is, the number of years, months, weeks, or days from today). Alternately, you can indicate a specific patient age, or set up a recurring due date. You can also enter a reason for the due date.

Make your selections and click Ok (ALT+O).

Note:
- The Health Monitoring module uses color coding to indicate the status of items, when appropriate. Pink highlighting indicates items that are overdue. Yellow highlighting indicates items that are due within the next 30 days.
- The LMR automatically sets due dates for some HM items based on decision-support reminders. For example, all patients over age 65 are due for a yearly influenza vaccine. You do not need to enter due dates for these items.

6. Click Ok.

7. If you added an entry with the health monitoring item, and want to save your work now, click Sign (F10). The LMR indicates the changes that will be saved. Type your key and click Sign.

8. Depending on your set up, you may be prompted to select a cosigner or sign for a provider. See Selecting a Cosigner and Signing and Saving for a Provider.