Create a Chart Review as a Provider
The Chart Review is a 'Visit Type' in an encounter overview page
- The Medical Records are submitted for a Provider to review
- The Chart Review Notes prove that the patient information has been been reviewed and the next steps in the patient's care
- In the Portal you will find a K-Phrase template called: ".chartreview" that a provider can utilize as a template based on this HDI document
2. Open a Chart Review Encounter
- Confirm Encounter type is set to Worker's Comp
- Visit type should be set as CHART REVIEW
- Submit by clicking UPDATE TYPE
3. Open the Chart Review Notes
- Navigate to NOTES
- Click on CHART REVIEW tab
- Enter in notes using created K-phrase by adding period and then the phrase chartreview (.chartreview) to add notes
4. Pull up the .chartreview K-Phrase
5. Complete the Chart Review Template
- Complete the chart review by replacing all of the red asterisk marks with information
- Click FINISH when complete
Document the Following Items in the Template
- Principal Diagnosis
- Identified Reportable Diagnosis
- Queries
- Areas of concern or needed follow-up
- Explanations or comments for any issues or inconsistencies found within the record
- Identified date or plans for re-review prior to discharge.
Principal Diagnosis
- Where the diagnosis was found in the record-The sequencing rationale, if multiple conditions could be the principal diagnosis—this could include clinical concerns/focus of care,
- AHA Coding Clinic® guidance, and
- ICD-10-CM Official Guidelines for Coding and Reporting
Identified Reportable Diagnoses
- Include where the diagnosis was found in the record: “AKI w/ATN; nephrology consult 7/1/18, Dr. Nephro”-
- Accompanying clinical indicators (labs, diagnostics, assessments) to support the presence and reportability (treatments, medications, etc.) of diagnoses—include sourcing and dates for all information:-“Creatinine rise to 3.5 from baseline 1.6 within 36 hours of CT contrast administration”-Clarification of POA status with clinical support as appropriate:-“Stage 4 pressure ulcer, left hip, POA-Y (nursing admission assessment 6/30/18)”-
- Flags or indicators for diagnoses providing CC/MCC or HCC, contributing to SOI/ROM, triggering a quality measure, etc. as appropriate to the encounter and purpose of the review:-“AKI with ATN (POA-N)—MCC”-“Stage 4 pressure ulcer (POA-Y)—MCC, HCC”-“CAUTI (POA-N)—HAC
Queries
Include:
- Date of query
- Supporting clinical indicators
- method (verbal and /or written)
- physician response
- any needed follow up
Example: "7/1/18 Dr. Nephro: Verbal query for ATN related to IV contrast. Physician agreed."
Areas of Concern or Needed Follow-Up
Note: any issues that are to be resolved in a repeat review, examples:
- "CXR 6/30/18 notes right lower lobe infiltrate, white count trending upward to 10,000.”
- “Nursing assessment 6/30/18 0300: Patient demonstrating confusion to place and time. Requiring frequent reorientation.”
- “Blood count demonstrating drop on DOS, EBL 150 cc with large infusion of fluids. Check repeat H&H tomorrow."
Explanations or comments for the coding staff or other team members
Communicate any issues or inconsistencies found within the record, examples:
- Dr. Smith states the patient’s fluid overload is not related to cardiac function”
- “Dietitian states high BMI is not related to obesity—patient has dense muscle tissue."
Identified date or plans for re-review prior to discharge
Flag the record for follow up if necessary, examples:
- "Surgery scheduled 7/1—re-review 7/2”
- “No need for further review unless patient is not discharged 7/1"
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