Once you have configured your My Health Record with Genie and entered your patient’s IHI, you are ready to start accessing and maintaining your patient’s My Health Record information.
Before you begin
- Before you access a patient’s My Health Record you will need to ensure that you have correctly configured Genie to work with My Health Record.
- The patient’s IHI must already have been entered into their Demographics window
- If the patient has any codes associated with their My Health Record, you will need to ensure you know this before you begin.
To access a patient’s My Health Record, open their Clinical Window within Genie and navigate to the My Health Record Icon at the top of the window.
The colour of the My Health Record icon will change depending on the status of the patient file. Please refer to the below table to assess the status of the My Health Record:
|Folder Colour||Icon||PCEHR Icon||What It Means|
If Check automatically when opening a patient's Clinical Record is ticked in User Preferences, white means that Genie is still querying the Medicare server; the checking process can take up to 20 seconds.
If Check Automatically is unticked in User Preferences, Medicare will not be queried automatically. To force a query upon opening the Clinical Window, click on the white box.
The patient’s IHI number needs to be entered in the Patient Demographics window, or it needs to be validated by Medicare in this window. Hover your mouse over this box for more information.
|Red||The patient’s My Health Record does not exist or is not publicly advertised by Medicare. It is still possible to try to gain access to this My Health Record normally.|
|Orange||A My Health Record has been found for this patient, but the current user does not have access to it yet. To access this record, follow the steps in the section below.|
|Green||The patient’s My Health Record is ready to be accessed. The record has been found and the current user has been granted access.|
- If the patient’s My Health Record is advertised Without Code, then you will be granted access to the record upon selecting the MHR icon. Once you have been granted access the icon will turn to green.
With RAC or LDAC Code
- If the patient’s My Health Record is advertised with a Code, clicking on the colour-coded indicator will prompt you for the code. If the process is successful, the icon should turn to green.
- If the patient’s My Health Record is not advertised with a Code, it is possible to gain access to it by right-clicking the colour-coded indicator and selecting Gain Access with Code
- Once you have gained access to the patient’s file you may still find that some documents have been hidden by the patient. To access these, you will require the relevant LDAC code from the patient. Once you have this code you will need to gain access to the file again using this code.
- It is possible to gain emergency access to a patient’s My Health Record, overriding all the codes set by the patient, by right-clicking on the colour-coded indicator and select the Gain Emergency Access option
Once you have gained access to the patient file via any of the above methods, you will be prompted with the following window:
For more information regarding the code types, please refer to the My Health Record documentation on viewing My Health Record
The My Health Record tab within the clinical window of a patient file contains the patient’s electronic health information.
Clicking the View Document list will display all of this patient’s documents available to you.
Double clicking on any of the documents will download the document into your Genie data file. When you do this, you may find that some information in the CDA document conflicts with the information you already have stored in Genie.
- The radio buttons shown in the above window allow you to choose which information you would like to keep. If you select any of the radio buttons in the CDA column, you will overwrite the existing information in your Genie when you select the Confirm button.
- Genie will then display the selected CDA Document which will appear as per the below:
- Once you have finished viewing this document, click the Save button to download the file and return to the My Health Record tab.
Things to note
- The documents format is standardised and cannot be modified by users.
- You can print the document via the Print button at the bottom of the window.
- Update Stylesheet can be used (under Genie Support’s instruction) if you find that the CDA document is not displaying correctly.
- If you are having trouble locating the document you would like to download, you are able to use filters to narrow down the list of documents.
- Once you have set the relevant filters, click the View Document List button again to limit the document list to documents that fit these criteria.
- Local copies of the documents you have downloaded from the patient’s MHR can be accessed via the contact list in the Clinical window by clicking the documents tab. The Origin column will identify whether the document has been downloaded from My Health Record.
- Highlighting any My Health Record document in the contact list will display a preview of the CDA document in the preview pane.
Performs that same action as double-clicking. It allows you to download and view the document
Allows you to view the history of the selected document
Allows you to remove this document from the patient's My Health Record. Before deleting the document, you will have to download it and save a local copy. This is to make sure that you are aware of the content of the document you are trying to delete.
Note: this will only work if it is a document that you created, you will receive an error message if you try to delete another provider's document
Allows you to upload a document to this patient's My Health Record. Clicking on this button will open a drop-down menu where you can choose to upload a Shared Health Summary or an Event Summary
Maximises the My Health Record Views section to the size of the entire clinical window; particularly useful with large CDA documents
Prints the contents of the My Health Record Views section
Opens the My Health record Views section in a new window. From this window you can open the document in your web browser, if desired.
Retrieves details for the patient's nominated representative from their My Health Record. For this function to work, the patient must have elected a representative when registering for My Health Record
|Retrieves the patient's demographics details from their My Health Record. You will receive a Select Patient Data window similar to the window received when you download a CDA document. In this window, you can select the information you would like to keep.|
Once you've familiarised yourself with accessing, viewing and downloading documents from My Health Record you may want to upload Event Summaries or Shared Health Summaries of your own. For more information on how to do this, please refer to our Knowledgebase article Adding to My Health Record.
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