How INSight EMR Fits Together

INSight™ EPM starts from establishing the foundation from the Provider File and the various encounter templates.  Each Provider can choose his/her favorite templates for each step of an encounter: Complaints, HPI, Review of Systems, Examinations, Diagnoses and Treatments, Counseling, Plan and Follow-up, plus patient medical history surveys.  

With unlimited templates, a Provider can have a template that fits the various circumstances found in an encounter.  For Example, if the patient is a diabetic, one may have diabetic related ROS, Exam, Counseling, Plan and Follow-up templates.

INSight EMR Files

Tip:  To see more information about a field, click the hyperlink for the field name.

Provider File

This file contains a record for each provider which has his/her unique identifier information, favorite email addresses, Patient File screen preferences, Encounter Screen Preferences, and Encounter Template Preferences.  This allows each Provider to address his/her needs.  IT IS RECOMMENDED TO ESTABLISH PRACTICE STANDARD AS MUCH AS POSSIBLE.

Common Complaint Templates

These templates identify the most common Chief Complaints faced by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and Provider changing roles.

Common Diagnosis & Treatment Templates

These templates identify the most common Diagnosis and Treatments identified by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and Provider changing roles.

Common Exam Templates

These templates identify the most common Exam Items identified by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and changing roles.

Common Exam Observations Templates

These templates identify the most common Exam Observations Items identified by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and changing roles.

Common Assessment/Plan Templates

These templates identify the most common Assessment, Plan and Follow-up Items identified by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and changing roles.

Common Survey Templates

These templates identify the most common Patient Survey, Items identified by a Provider.  The default for a Provider is “STD” – a practice Standard template (recommended).  Additional templates are often required due to different encounter types and changing roles.

Patient Chart File

This file is the Patient Chart which contains a detailed record of patient medical activity and event.  This includes Demographics including PCP, Referring Providers, Pharmacy, Employment, and Insurances; Problem, Diagnosis and Treatment History; Activity/Event History; Correspondence History, Contact Lens and Glasses History, Unlimited Images; Labs History; General Notes and Messages History; Patient Medical History, Medications and Injections; PQRI History; Problem History; Treatment Plan History; Referral History; Surgical History; and 70 Practice-defined fields.

Encounter File

This file contains a detailed record of every patient encounter.  Encounters are linked to the Patient by the Patient Account Number and become a part of the “Patient Chart.  Encounters are created from the Patient File and use the templates by provider to streamline the process.

Visit Type File

The Visit Type file is used to auto-fill as much of the encounter as possible.  It includes Intake questions, Chief Complaints, Assessments. Plans, Diagnoses, Billing Codes, Counseling, General Discussions, Preferred Exam template and Preparation Requirements for those visit types such as a Cataract Evaluation where the data in know.

Inventory Item File

This file contains all eye wear items that are purchased, stocked and sold.  It interfaces to the Eyewear order portions of the Encounter as well as other inventory related files such as Vendors, Transactions, Locations, Warehouses, and General Ledger Chart of Accounts

Subfiles

There are numerous other files used by the system throughout such as:

Contacts

Contains contact information for PCP’s, Referring Providers, Refer to Providers, and any other Contacts along with Correspondence History and other key data.

Correspondence

Contains a record of all correspondence (including e-mails sent using EPM) for a Patient and a Contact.

CPT Codes

Contains all the relevant CPT Codes and associated fees used by your practice.

Encounter Addendum

Contains addendums to encounters.

Encounter Audit

Records all changes to an encounter for HIPAA compliance.

Form Letters

Contains standard form letters to be used with correspondence to patients, PCP’s Referring, and Refer to Providers.

Forms

This is a special file where special forms such as an ABN or Medicare Questionnaire are completed.

Frames Data

This contains an electronic copy of the Frames Data catalogue. This requires a subscription directly with Frames Data.

GLCOA

This is the General Ledger Chart of Accounts to be used with the Inventory Module.

Help

This is the on-line help module.

ICD9 Codes

Contains all ICD9 codes for your practice.

Images

Contains a record of all images by patient including documents, lab reports, photos and more.

Labs History

Contains a record for each stored lab event by Patient.

Medical Images Master

Contains various medical images that can be used in and encounter or with a Patient Image entry.

Medications/Rx

Contains various medications to be used for prescriptions.

Patient Allergies

Contains a record of all allergies by Patient and is used to compare to prescriptions.

Patient Disclosures

Maintains a record of all patient information disclosures by patient.

Patient Notes

Stores general patient notes by patient by provider by type.

Patient Prior Names and Addresses

Records changes to Patient Demographic data in compliance with HIPAA.

Referrals

Maintains a record of all referrals by patient.

Surgical History

Maintains a record of all surgeries by Patient.

To Do

Contains all Follow-up and To Do items by patient and by user.

Visit Types

Contains all visit types used in encounters.