- Attaching Parable data to an existing EHR note
- Creating a new note with Parable data attached
Both options require you to first select which Parable assessments you want to transfer.
Demonstration
Guide
Step 1: Select Assessments to Transfer
To access the VistA/CPRS Transfer moda, navigate to a patient profile and click the "Manage EHR Integration <>" button under the patient's name. Note that the patient must be EHR-Linked in order to access this modal.
In the VistA/CPRS Transfer modal, first select which assessment(s) you want to transfer by clicking the first gray banner inside the modal to see a list of Parable assessments. Check-off each assessment you want to include in the transfer.
Step 2: Select Transfer Destination
Next, click the second 'Transfer selected assessment(s)' header in gray to proceed and select your transfer method: use an existing note, or create a new note.
Existing Note
Select 'existing note' and search for a signed CPRS/VistA note belonging to the selected patient. Unsigned notes cannot be used for Manual Transfers. You can click the 'Refresh' icon to scan for newly added notes.
You can choose to attach PDF reports that contain imaging + assessment data, attach only the images, or both. The existing's note content will not be modified. Selected Parable data will appear as attachments.
Click 'Transfer Selected' in the bottom right of the modal to finish. You can check the TRANSFER STATUS to review logs
Create a New Note
After choosing the assessments you want to transfer, select 'Create a new note' to search for an existing note title and location to use for the new note. Only available note titles and locations in CPRS/VistA can be used.
Notes created by Parable for data transfers will be electronically-filed and authored by the Parable System agent in CPRS/VistA. These e-filed notes cannot be modified or signed by other users.
Transfer options include attaching PDF reports, attaching images, and an option to include the Parable assessment details in the e-filed note; if selected, the note content will have Parable assessment details included as text (example below).
Transfer Status and History
You can review the status of your CPRS/Vista transfers by clicking on the 'Transfer History' tab in the CPRS/VistA Assessment Transfer modal, then clicking on the Automatic Transfers or Manual Transfers headers to expand (or collapse) the transfer log:
When you first submit a CPRS/VistA transfer, the transfer status will be Pending until moving onto Completed once the transfer is finished. Manual Transfers are queued for immediate transfer.