Update – March 2025

Practice EHR is committed to continuously improving the platform to enhance operational efficiency, user experience, and patient care.

The latest updates in Practice EHR include enhancements to the document viewer section, patient communication, importation of DOCX files, and macro functionalities. These improvements aim to streamline document management, enhance communication with patients, and improve overall efficiency for healthcare providers.

1. Link Document in Document Viewer Section

Overview:

The Document Viewer section in Practice EHR has been enhanced to allow users to link documents directly to the appropriate patient and document type, streamlining documentation management and improving provider efficiency.

Description:

Previously, documents viewed in the Document Viewer could not be directly linked to a patient record or assigned a document type. This created manual overhead for providers who had to manage document associations through separate steps.

With the new enhancement, users can now:

• Link any document in the Document Viewer to a specific patient profile.
• Assign an appropriate document type from a predefined list.
• Ensure accurate and organized documentation directly from the viewer interface.
• Users can see which patient the document belongs to and what type of document it is, reducing confusion.

Benefits:

This improvement significantly reduces manual effort, enhances accuracy in documentation, and provides greater convenience for providers by enabling seamless association of documents to patient records within the same screen.

Attaching a Document to a Patient in the Document Viewer:

To link a document to a patient and assign it a document type, follow these steps:

Step 1: Open the Document.

Click on the Document, it will be open in the Document viewer section.

Step 2: Select the Patient.

Click on the "Select Patient" field, and a Patient Search will be open where user can search the Patient and choose the appropriate patient from the list.

• After choosing the patient the Patient ID will be automatically fetched and added in the Select Patient Field.

Step 3: Choose the Document Type.

Use the Document Type dropdown to select the correct type for the document.

Step 4: Link Document.

Once both the patient and document type are selected, click on the Link Document Button and it will be linked to the selected patient and document type, accordingly.

Step 5: View Linked Document

Once the document is linked, when the "View Document" is selected, the Document Viewer will display both the Linked Patient Name and the Document Type, providing a clear identification of the associated details as shown below.

2. Enhanced Patient Communication

Overview:

The email notification system in Practice EHR has been improved to dynamically update the email subject line and body content based on the status, offering a more professional and contextual communication experience.

Description:

Previously, emails sent from the system contained static subject lines and body text, regardless of the statuses. This sometimes-caused confusion or lacked the clarity needed for effective communication.

With the new enhancement, users can now:

• The email subject line now reflects the current status of the process.
• The body of the email includes updated, relevant content that corresponds to the status and provides clear context.
• This enhancement improves the professional tone and readability of system-generated emails.

Benefits:

By aligning email content with the status of the task, users receive more clear, relevant, and professional communication, reducing ambiguity and enhancing workflow efficiency.

Message Notification Categorization

Scenario	Categorized As	Email Subject
New message sent	New Message Notification	New Message Notification
Reply without status change	New Message Notification	New Message Notification
Reply with status change	Update Message Notification	Update Message Notification
Status changed (without reply)	Update Message Notification	Update Message Notification

How it Works:

From within Practic e EHR, the provider selects the appropriate status and then sends an email to the patient. The email will be delivered in the format shown below.

Notifications are categorized into two types:

• New Message Notification: Sent when a new message is created or when a reply does not change the status.

Email Format:

Subject: New Message Notification

Body:

Dear [PtFirst PtLast],

There is a new message sent on [Practice Name] Patient Portal. You can view the new message by logging on to the Patient Portal by visiting: [Portal_Link]

With Regards,

[Practice Name]

• Update Message Notification: Sent when a message status changes, with or without a reply.

Subject: Update Message Notification

Body:

Dear [PtFirst PtLast],

There is a message update on [Practice Name] Patient Portal. You can view this message by logging on to the Patient Portal by visiting: [Portal_Link]

With Regards,

[Practice Name]

3. Import: DOCX (Type) Files

Overview:

Practice EHR now supports the import of DOCX file types along with other types in the patient documents section, enabling users to upload and manage Word documents directly within the system.

With this enhancement:

• Users can now import DOCX files into the system and manage them just like other supported file types (e.g., PDF, JPG, BMP, TiFF).
• Users can also download DOCX files from the system to their local devices for easier access and sharing.

Benefit:

This update enhances the system's compatibility with commonly used file formats, improving workflow efficiency by enabling users to seamlessly work with DOCX documents in PracticeEHR.

How it Works:

• At first, user has to upload the DOCX type of file, and select the Document type from the drop down as shown below in the screen.
  
  
• The uploaded document will be added in the Patient document list under the selected category.
  
  
• Upon click on the Document (DOCX type), user can download the document as shown below.
  
  

4. Macro Enhancements

New Macro Functionality – Access Control Enhancement

As part of this release, a new Macro functionality has been introduced within the Menu Role Privileges section to provide greater flexibility and control over Macro access.

A dedicated privilege has been added to manage Macro creation, available under the following path:

Steps to Follow:

Menu Role > Button Privileges > Clinical > New Macro

When this privilege is enabled under the Clinical Section, users will have the ability to create new Macros.

Add a New Macro (Public [Enabled/Disable]) Enhancements

A new "Public" toggle has been added to the Add New Macro screen. This enhancement gives users more control and flexibility when creating Macros.

Steps to Follow:

Patient > New Visit > Add a New Macro

By following the above path, users can add a new Macro as shown below:

Macro Visibility Rules

Here are the rules for Macro visibility:

• Public Macros: Visible to all users in the system.
• Private Macros: Visible only to the creator.

Enhancements in Update Macro Screen

Steps to Follow:

Patient > New Visit > Modify Macro

In Update screen, now user can experience the following improvements as below:

The Update Macro screen now lets users to:

• Edit the Macro Name
• Use the Public toggle
• View "Entered By" and "Entered Date" fields

Macro Type Behaviour

The enhancement in Update Macro screen now clearly shows how different Macro types work and here is the Tabular view for the all three Macro’s Type according to their visibility and Buttons. This helps users manage Macros more securely and collaboratively.

Macro Type	Visibility	Update Button	Delete Button
Private	Only Creator	Enabled (Creator Only)	Enabled (Creator Only)
Public (Creator's Own)	Visible to All	Enabled (Creator Only)	Enabled (Creator Only)
Public (Created by Others)	Visible to All	Disabled	Disabled