Any changes made in PM (regardless of tab) triggers sending of xml file to send changes to EMR side
Description of Request: This client has a Quest bidirectional lab interface, but it would apply to any practice with a bidirectional interface. We found that insurance (Plan tab changes) do not trigger an xml file send from PM to update EMR side. Specifically, Guarantor details (street, city, state, zip). So, when a user creates a lab order, the guarantor address details do not populate GT1 segment of HL7 file. Result is practice gets request for information from lab (Quest), requesting guarantor address details.
Requested Steps to define spec: Edit of Plan tab guarantor details and subsequent save in PM should generate the xml file that carries information to EMR side.
Expected Result: Changes in PM go to EMR side, where lab order reads details to populate HL7 lab order file sent over the interface.
Impact on Workflow: Practice would have to make some edit of Detail tab or plan tab and then save changes to force the insurance information changes (or changes on other tabs) to EMR side.

Completed in version 12.0 HSMS id 18178