Once you’ve gained access to your patient’s My Health Record through Genie, you can begin to upload your own Event and Shared Health Summaries to the patient’s file. This will allow you to share your own findings with other health care providers servicing this patient and ensure that the patient’s information is kept accurate and up to date.
Before you begin
In order to add information to a patient’s My Health Record, you will need to ensure you have first configured Genie to interact with My Health Record and accessed the patient’s file.
To add to a patient’s health record, click the Create and upload icon . You will then be presented with a drop-down menu in which you can choose the type of document you wish to upload.
If you are missing any critical information from the patient demographics, Genie will prompt to rectify this before continuing. The following fields are required information:
- Full Address (including country)
- Date of Birth
- Medicare Number
- Medicare Expiry Date
- Patient IHI Number
Note: As Genie will only advise you of one missing field at a time, it is a good idea to return to the demographics window for that patient and ensure that all these fields are filled out before proceeding. Once you have updated any and all missing information, you will be able to create either an Event Summary or a Shared Health Summary.
What is an Event Summary?
An Event Summary is used to capture key health information about a clinically significant health care event that could be relevant to the ongoing care of an individual. It is not a complete health summary and should not be wholly relied upon, nor should it replace direct communication between health care providers.
If you choose to create an Event Summary:
After you’ve selected the Create and Upload button , if you select to upload an Event Summary, you will receive the below window:
- To include any of the displayed information in the Event Summary, tick the checkbox to the left of each event in the various tables. A summary of the events found in each table is as follows:
Newly Identified Adverse Reactions
Imports selected allergy name, manifestation, and if applicable, a SNOMED code.
Imports selected Vaccination name, Date, and if applicable, a SNOMED code.
Imports selected medications and their related category.
Imports selected Current Problems, Past History, Procedures and their Date of onset, and anything entered in the Current Problems Notes field.
Diagnostic Investigations - Requested Services
Imports selected pathology and radiology requests.
- Clicking the OK button will generate and display the Event Summary in CDA format as per the image below. This allows you to review how it will look to other users once it is uploaded.
- In the above window, you will be able to see all the information you selected in the previous window. You will also be able to see any files you have attached to the Event Summary.
- When you are happy with your document, click the Send button. Genie will upload the document, and it will appear along with the rest of the patient’s My Health Record documents.
What is a Shared Health Summary?
The Shared Health Summary is generally intended to be used by GPs and represents the patient’s status at a point in time. Shared health summaries may include information about a patient’s medical history including conditions, medicines, allergies and immunisations.
If you choose to create a Shared Health Summary:
After you’ve selected the Create and Upload button , if you select to upload a Shared Health Summary, you will receive the below window:
- The Shared Health Summary Review window is similar to the Event Summary window – it allows you to specify the information to be included in the document. Simply tick the box next to the information you would like to include.
- Once you are happy with the content in your Shared Health Summary, click the Send button to upload the document. It will then appear alongside the other documents in the patient’s My Health Record.
It is possible to supersede (that is, to upload a new version) of an Event Summary you have previously uploaded. Before superseding the Event Summary, you will need to download it and save a local copy of the CDA document. This ensures that anyone superseding a document is aware of the information in it before trying to replace it.
To supersede an Event Summary, right-click on it in the document list and select the Supersede option.
Once you have superseded the document, it will display in the list with an updated Document Date.
Note: It is not possible to supersede a Shared Health Summary.
To view the history of a document, click the icon. This will allow you to see a list of any and all previous versions of this document. This can also be viewed from the contact list of the patient’s Clinical window by right-clicking on the document.
Clicking on the Audit View button in the My Health Record tab will display the My Health Record Audit View. Set the From and To dates and click the Access History button.
This will show you all activity related to this patient’s My Health Record during the selected date range, including what actions were performed, which users performed them, and when.
In the My Health Record Views area, select Medicare Overview from the View Type drop-down menu and enter a date range. Click the Get View button, and Genie will briefly show a message that says “Retrieving Patient’s Medicare Overview View…”
Once the information has been retrieved, the viewing pane will populate with the patient’s Medicare Overview in CDA format.
Prescriptions & Dispense View:
The Prescriptions & Dispense view allows you to review previous NPDR (National Prescription and Dispense Repository) records for the patient, if applicable. For more information about the NPDR and Genie, please see the Using the NPDR article.