Paragon. Global What s New Guide (Release 13.0) Draft

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1 Paragon Global What s New Guide (Release 13.0) PG700H13001 Release 13.0 Feb 20, 2015

2 Paragon Global What s New Guide (Release 13.0) 3 Publication Information Copyright 2015 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved. Use of this documentation and related software is governed by a license agreement. This documentation and related software contain confidential, proprietary and trade secret information of McKesson Corporation and/or one of its subsidiaries and are protected under United States and international copyright and other intellectual property laws. Use, disclosure, reproduction, modification, distribution, or storage in a retrieval system in any form or by any means is prohibited without the prior express written permission of McKesson Corporation and/or one of its subsidiaries. This documentation and related software are subject to change without notice. Purpose This guide provides information about the enhancements and changes that impact the Paragon Global in ER It is intended for users already familiar with Paragon Global. Publication date Feb 20, 2015 Release Paragon Global, Release 13.0 Trademarks All other product and company names may be trademarks or registered trademarks of their respective companies. Disclaimer The names used in this publication are not the names of real individuals. Any similarity or likeness of the names used in this publication with the names of actual persons is purely coincidental and not intentional. McKesson Corporation Release 13.0 Feb 20, 2015

3 4 Paragon Global What s New Guide (Release 13.0) Contents Publication Information... 3 About this guide... 5 Resources address added to Short Person Maintenance window... 6 PCA changed to MCA... 6 Ability to share filters for reports... 7 McKesson product rebranding... 8 Color code option for the Visit Status column in Registration... 9 System messages... 9 Feb 20, 2015 Release 13.0 McKesson Corporation

4 Paragon Global What s New Guide (Release 13.0) 5 About this guide This What s New guide provides information about the enhancements and changes included in Paragon Global, Release 13.0 including: Short Person Maintenance - address added to short person maintenance window. PCA system parameters - The descriptions of PCA (Pathways Compliance Advisor) system parameters has been changed to MCA (McKesson Compliance Advisor) for product rebranding. Add the ability to share filters for reports. We should allow changes at run time to the filter but do not allow a user to change another user's filters. This work item includes rebranding of McKesson products. Option is added to color code the Visit Status column in Registration (and other apps) for those visits that moved from Bad Debt to History. System messages have been added about ICD-10 Begin Date, ICD-9 End Date, and Insurance ICD-10 Start Dates. Resources Build times Where indicated, there may be build required for the implementation of the enhancement. Extra time should be allotted to incorporate any Reference Master updates/changes or other build requirements prior to testing and using these enhancements. Audience The primary individuals affected by these enhancements are financial staff. McKesson Corporation Release 13.0 Feb 20, 2015

5 6 Paragon Global What s New Guide (Release 13.0) address added to Short Person Maintenance window Short Person Maintenance - address added to short person maintenance window. 1. Log on to Medical Records and select Abstract Maintenance. 2. Select a person from the Person/Visit Selection window by highlighting and double clicking on the Person name. 3. Click on the Employer/Relationship/Caregiver tab in Person Maintenance and add a new relation. 4. Click the Person Search button. 5. Click the New Person button. 6. Enter the required information (bold fields). 7. Click in the Address field. Result: The Address List window opens. 8. After entering the address, the primary address will display in the address window on the Person Maintenance window. 9. Verify that the primary address will also appear for the new person in the Person Maintenance screen. PCA changed to MCA PCA system parameters - The descriptions of PCA (Pathways Compliance Advisor) system parameters has been changed to MCA (McKesson Compliance Advisor) for product rebranding. 1. Log on to Paragon Reference Masters. 2. Click the Common icon on the main application window. 3. Select System Parameters from the pop-up menu that appears. 4. Find the PCA system parameters and verify that they all now have MCA (instead of PCA) in the descriptions. (The system parameter names/ids will remain the same.) Feb 20, 2015 Release 13.0 McKesson Corporation

6 Paragon Global What s New Guide (Release 13.0) 7 Ability to share filters for reports The ability to share filters for reports is added. Allows changes at run time to the filter but does not allow a user to change another user's filters. Note Patient Management is used as the example. These steps should be executed in the following examples. Emergency Department Fixed Assets General Ledger Laboratory Materials Management Medical Records MR Transcription OR Management 1. Log in to Patient Management > Reports > Miscellaneous Reports. 2. Select a report. 3. Click the Filter button. 4. Enter and save a filter. 5. Log out of Patient Management. 6. Log into Patient Management as a different user. 7. Go back to Reports > Miscellaneous Reports. 8. Select the same report as before. 9. Click the Filter button. 10. Click the Import Filters button. 11. In the Login/Name window, you should see the login name with which you created the filter. 12. Click on the login name. 13. When the login name is selected, the filters that user created should appear in the Filter window. Note You can Ctrl-Click or Shift-Click in the Login/Name window. When you do, all of the filters for all selected logins should appear in the Filters window. 14. Click on a Filter. The details of that filter should appear in the bottom window. 15. If you click OK, the details of the filter are passed back to the Report Filter window. 16. At the Report Filter window, the filter data acts as if you had entered it manually: You can add, edit and delete qualifiers. Test that this entire functionality works as expected. 17. You can also save the new filter data as a filter for the current user. Note that the Save Filter window will not be prefilled with the imported filter's name. This is intentional, to avoid the user assuming they're saving the filter they had just imported. McKesson Corporation Release 13.0 Feb 20, 2015

7 8 Paragon Global What s New Guide (Release 13.0) McKesson product rebranding This work item includes rebranding of the following McKesson products: Horizon Patient Folder (HPF) to OneContent Patient Folder Pathways Compliance Advisor (PCA) to McKesson Compliance Advisor (MCA ) This rebranding project includes changes to user-viewable window titles, labels, buttons, menus, message boxes, logs, report names, and supporting end-user documentation. This project does not include changes to system parameters (other than system parameter descriptions), database fields, code references, or other internal references. Notes: 1. PCA_TEMP_FOLDER is a system parameter; therefore, it is not being changed. (The C:\Temp\PCA folder is set up by the user.) 2. The following entries in the Paragon.ini file are not changing: PCA_BYPASS=ON PCA_LOG=OFF 3. Job Stream (step/job) names will need to be modified with correct branding by customers. (Your site may have named some jobs differently from other customer sites.) 4. Changes to Paragon Application Security and WebStation for Forms will be addressed by future Paragon work items. 5. Paragon Clinician Hub* references to HPF will be changed with future development. *Currently in the 13.0 Pilot development cycle. Applications in which PCA was changed to MCA include Ambulatory Care Order Management Registration Resource Scheduling Applications in which HPF was changed to OneContent Patient Folder include Clinical CareStation CPOE Emergency Department Management Job Stream (the CPOE to HPF, Med Admin To HPF, FMR to HPF, and MedRec to HPF jobs) Medication Administration Operating Room Management Order Management Paragon Laboratory Paragon Reference Masters Pharmacy Radiology Statistical Reports There are no steps to test. Feb 20, 2015 Release 13.0 McKesson Corporation

8 Paragon Global What s New Guide (Release 13.0) 9 Color code option for the Visit Status column in Registration An option is added to color code the Visit Status column in Registration (and other apps) for those visits that moved from Bad Debt to History. 1. Open any application that has the Person/Visit Selection screen. 2. Select the name of a person that has visits in History status that were previously in Bad Debt status. 3. On the visit display, the status of History should be red. System messages System messages have been added about ICD-10 Begin Date, ICD-9 End Date, and Insurance ICD-10 Start Dates. Prerequisites Complete the upgrade to the applicable Paragon release associated with this work item ( , , or ). 1. On the applicable server, access SQL Management Studio and enable the mck <database_name> - ICD10 Verification SQL job. Note: The job is scheduled to execute at 6:00 AM each day. To test this work item, set the schedule frequency every ten minutes to generate the alerts for verification. 2. Create or assign a user to whom the alerts are sent for ICD-10 monitoring and select the following in the Notifications section: View notifications sent to this user by: > Alerts McKesson Corporation Release 13.0 Feb 20, 2015

9 10 Paragon Global What s New Guide (Release 13.0) In the Alert list, select the check box. 3. When the test is complete, set the schedule of the mck <database_name> - ICD10 Verification SQL job to 6:00 AM Daily. If your organization is not using the task, disable the job. Feb 20, 2015 Release 13.0 McKesson Corporation