Health Maintenance Trackers are tools used to track common events and follow-ups in your patients' health. They can serve as reminders to do certain tasks (i.e. schedule a yearly exam or schedule a follow up 6 months after a diagnosis), and can apply across all or a subset of patients in your practice. When active, you will be able to see at a glance if a patient is up-to-date on items that you care about in the Health Maintenance Block, and can generate reports to show who is overdue, or coming due, for Health Maintenance trackers.
Add or edit a health maintenance tracker by clicking on the pencil icon in the upper right-hand corner of any patient's Health Maintenance block OR by clicking on Admin --> Manage --> Health Maintenance.
Name - Give the tracker a short but descriptive name as you would like it to display in patients' Health Maintenance blocks.
Age, sex, dx codes - Use the fields provided to restrict which patient charts the tracker appears on by sex, age, or diagnostic code(s), or leave defaults in place to have the tracker appear on all patient charts.
Frequency - Specify the recommended interval between instances of the test/evaluation/other criteria. If a patient is "overdue" for a particular tracker, it will be shown in red on that patient's chart. If you don't want the tracker to ever be highlighted as overdue, you can specify 1000 years or similar as the interval. But note that, even if it is not vital for a patient to receive the specified test or evaluation after a set interval, it can be useful to have a guideline interval in there so that you can generate a custom report of which patients might need the test or evaluation.
Apply to specific patient - If you opened the management pop up from a patient chart, set whether the tracker should apply to all matching patients or only to that specific patient.
Override - In some cases, there is a secondary rule that should override the primary health maintenance rule, for example: women with certain risk factors might want more frequent mammograms that the population at large. If this is the case for criteria that you track, you can set a rule to override an existing rule. The result will be that the overriding rule will appear (and the overridden rule will not) in cases where both rules apply.
Description - Add a description, if any, that you want to appear when you hover over that tracker in the Health Maintenance block. You might want to use this, for example, to describe official guidelines for the tracker, specify that it is an override rule for another rule, etc.