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Review Case Reporting

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Updated: 11/07/2023 | Views: 321

Tebra offers automatic submission of reportable conditions (e.g., COVID-19) to public health agencies (PHAs) with Electronic Case Reporting (eCR). For eCR enrolled providers, Tebra will check clinical notes for reportable conditions after the note is created and send a message to the PHA as necessary. The practice can then review case reports sent back from the PHAs on the Electronic Case Reporting Dashboard.

It is recommended to review each case report to determine if additional action is required. The Electronic Case Reporting Dashboard allows the practice to add comments to track the progress of the case report and to change the status of the case report to close any outstanding items.

Review the Electronic Case Reporting FAQs to learn more about eCR and how to get started.

Access Case Reporting

The Electronic Case Reporting page can be accessed from two different locations: Clinical Task or click Electronic Cases under Outstanding Items on the Dashboard.

  1. Hover over the Clinical icon and click on Clinical Tasks. The Priority tab displays.
  2. Click the Case Reporting tab. The Electronic Case Reporting page opens.
 Clinical_ClinicalTask_Access.png

Review Case Report

To display all case reports, remove the default filters. Review Navigate Electronic Case Reporting to learn how to add or remove filters.

  1. Click View Report. The Report Details pop-up window opens.
 Clinical_CaseReporting_ViewReport.png
  1. Review the report to determine if additional action is required from the practice. The report includes the patient's demographics, the provider's information, the electronic initial case report (eICR) message information sent to the Public Health Agency, and the report summary.
  2. Click Close when finished.
    • To generate a PDF of the report, click Print. Then print the document using the web browser's functions.
 Clinical_CaseReporting_ReportDetails.png

Case Report In Progress

If additional action items are required in the case report, change the status to In Progress and add comments to track the progress of the action items.

  1. Begin working on the action items as necessary.
  2. Click Comments for the specific case report. The Comments pop-up window opens.
  3. Enter the date, notes, and name of the user working the case report.
    Note: Comments do not populate in the patient's chart.
  4. Click Save when finished.
 Clinical_CaseReporting_ProgressComment.png
  1. Click the Status drop-down for the case report and select In Progress.
  2. If applicable, continue to add comments to track the progress of the action items.
  3. Once all action items are done, mark the case report as completed.
 Clinical_CaseReporting_ProgressSelect.png

Case Report Completed

Mark the case report as completed after the report is reviewed and all applicable action items are done. For logging purposes, it is recommended to add a comment to track when and who completed the case report.

  1. Click Comments for the specific case report. The Comments pop-up window opens.
  2. Enter the date and name of the user who completed the case report (e.g., 10/11/23 - Completed by Dr. Hudson).
    Note: The comment does not populate in the patient's chart.
  3. Click Save when finished.
 Clinical_CaseReporting_CompletedComment.png
  1. Click the Status drop-down for the case report and select Completed.
 Clinical_CaseReporting_CompletedSelect.png
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