QHR Product Ideas

NOTE: I double-checked with Accuro support, and the absolute nightmares I'm about to describe are indeed the fastest/only ways to do these things.

AT THE VERY LEAST (see later in post for more detailed suggestions), these 2 features should exist:

• the option to unreconcile by R-clicking in AT LEAST ONE patient-specific window (NOT just in the general Reconcile History window which is not patient-specific and thus requires all the bonkers steps listed below)

• the option to sort the Completed Tasks folder by Date COMPLETED

I am not the first to suggest these things. Like so many of even the most popular ideas pending review or implementation, related posts date back to 2016!

UNRECONCILING REQUISITIONS - These get mistakenly reconciled mostly due to the limited information (i.e. order details/notes) visible in the F7 window - another thing that still hasn't been fixed!

1. R-click item in Virtual Chart

2. select View Log

3. memorize reconciliation date

4. open F4 window

5. click Patient Orders tab

6. click Reconcile History button

7. select correct provider from dropdown (because there's no option to default to patient's office provider)

8. input reconciliation date

9. click second date box (can't even TAB over!)

10. input reconciliation date AGAIN (unless you want to sift through every order that's been reconciled since)

11. TAB or click results area

12. sort results

13. select item from list

14. click Unreconcile Selected

15. click Yes

16. click OK to escape lock-out Order Reconcile History window

THAT IS AN INSANE NUMBER OF STEPS!

You should be able to unreconcile by any of these means (ideally all would be available options):

• R-clicking item in VC

• R-clicking item in F4 Patient Orders tab

• restoring item from audit log

• having option to show reconciled items in F7 window (like "Show Completed Tasks"), and being able to R-click and unreconcile there

UNCOMPLETING TASKS - This can't be done from anywhere other than the Completed subfolder of Tasks in the Home module, and there's no option to sort this folder by Date Completed, which again creates an insane number of steps to do something so basic.

1. go to Audit Logs

2. enter date range if you think it was completed before today's date

3. select Completed Task from Activity dropdown menu

4. click List Results button

5. find the task that you want to uncomplete in the list

6. go to the Home module

7. expand the Tasks folder

8. click the Completed folder

9. sort by Patient

10. open F7 window (to make sure you have the right task, since most patients will have multiple)

11. select "Show Completed Tasks"

12. compare due dates between F7 window list and Completed task list

13. R-click the correct task

14. select Uncomplete

15. click Yes

You should be able to uncomplete by (again, any but ideally ALL of these would be options):

• R-clicking item in VC

• R-clicking item in F7 window

• restoring item from audit log

• sorting the Completed Tasks folder by Date Completed, so we don't have to go through all the steps listed above