Disclosure Management - Cal-PM

Manage the release of client information to external agencies. Use this form to:

1. Document a request for information disclosure.
2. Authorize requested disclosure management chart items, and document imaging items that require authorization.
3. Print the information to be disclosed.
4. Use the Disclosures Completed/Pending form to generate a report on disclosure activity.

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1. Go to: Avatar PM > Client Management > Disclosure Management > Disclosure Management
2. In the Select Client screen, enter the client name or ID, and choose Select.
   Note: If the client has previous disclosure management records, select the record. Select Edit to change information, or select Add to create a new record.
3. In the Request Date field, enter the date.
4. In the Purpose of Disclosure field, select the disclosure purpose.
5. In the Disclosure Process field, select the disclosure process.
6. In the Status field, select the request status.
7. In the Assigned To field, select the user who is responsible for following through on this request. This field defaults to the currently logged-in user but can be changed.
8. In the Request Information Date Range fields, enter the start and end dates.
   These dates must be entered to generate a disclosure report, for chart items that do not require authorization.
9. The Tracking Number field displays the unique number associated with the disclosure record.
10. In the Request Episode(s) field, select the client episodes for disclosure.​
11. In the Requested Chart Items field, select the items. Reports that have been imported (Import Reports form) display. Any forms that were checked in the Valid Attachment Types field of the Disclosure Management Configuration form will also display.
    • In order to populate the Requested Chart Items field (Request section):
      • The Import Reports as Disclosure Management Chart Items registry setting must be enabled.
      • Reports must be imported in the Import Reports form (RADplus Utilities).
      • If the imported report requires authorization:
        • Yes is selected in the Does Disclosure Management Chart Item Require Authorization field (Import Reports form).
        • The associated item must be authorized (Authorization section) before it can be disclosed.
12. In the Requested Document Images field, select the images. Document images created through Document Routing display, and include descriptions and origination dates.
13. In the Request Information – Specify Other field, enter information if the requested item is not a chart item or document image, or is not processed through this form.
14. In the Meaningful Use Clinical Info Exchange field, select the appropriate form of information exchange. This data is used to measure Summary of Care.
15. The Requesting Organization or Individual field is where you search for and select an existing entity that has been saved in the system. To save an Organization in the system:
    • Enter the following information as appropriate:
      • Organization (the name of the requesting agency or individual)
      • Department
      • Contact
      • Address
      • Phone Number
      • Fax Number
    • Select Save Requesting Organization to store the organization demographic information for future use.
    • Once saved, this organization will become an available search result in the Requesting Organization or Individual field.
16. When finished, select Submit.

► Additional Sections

• Authorization
• Disclosure

► Registry Settings

• Disclosure Processed By Search
• Enable Record Filing in Disclosure Management
• Import Reports as Disclosure Management Chart Items

► See Also

• Disclosure Management Setup
• Disclosure Management Use

► SQL Table

• SYSTEM.disclo_mgmt

► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

myAvatar NX Test Script - PM - Disclosure Management .docx