Documentation
Visit Navigator
Meds & Orders
Activity Bar
InBasket
100
These dot phrases introduce a library of commonly used assessment and plans for adults and pediatrics. Each contain smart lists allowing providers to select plans using "list only" documentation.
What is .AP and .PAP?
100
This feature is selected when the user wants to keep their Progress Note open while viewing other parts of the chart.
What is Pin Note to Sidebar, or what is more commonly known as "split screen"
100
Selecting this button/picture changes a medication from one to be filled at a local pharmacy to one that is to be given during the visit.
What is the "during visit bed icon"
100
This Activity Bar tab shows patient vitals tracked over all previous office visits
What is Flowsheets->Vitals, 1 Value Per Visit
100
Within Rx request, selecting this icon shows you all of the patient's current meds (hint: lives above the Rx details)
What is Current Meds
200
When writing a note, you would like to bring all or part of an old note into your current note. What is this called and demonstrate how to use it.
What is "copy previous progress note"? (and show us how to use it)
200
You want to use a previous diagnosis for today's visit. Show us two ways to do this without re-typing.
What is the "previous diagnosis" button? What is push from the problem list?
200
Multiple orders or medications can be edited all at once by selecting this feature within Meds and Orders section of Visit Navigator.
What is "edit multiple"?
200
This feature within Chart Review helps providers quickly search for specific lab results, author notes, radiology reports, and even primary diagnoses. This can be done “on the fly” or permanently created. Demonstrate how to make a permanent filter:
Chart Review->Choose tab->Filter->select criteria->Save->Name
200
Creating a (future) InBasket message to yourself that won't be seen by you until a specific date is accomplished by selecting this tab. Show us how this is done:
What is: Enter Staff Message New Msg->Options->select date
300
You heard Lisa Nadler had a great smart phrase and you want to "steal it". Show us how:
EPIC ->My Smart Phrases->Open->Replace Name->Go Share->Copy Selected Smart Phrase (make sure use check box to bring into own list in editable format)
300
There are several ways to customize the entries on your problem list. Show two different ways.
Go to Options, choose from list view and choose columns
300
Within meds and orders, demonstrate how to add the following to your view: "Dispense"; "the "Discontinue" radio button", "Taking" (which shows nurse med reconciliation) and "Long-term" (which adds the red pushpin to meds you don't want falling off the med list after the prescription expires)
See Options->Choose columns in meds and orders
300
For patients needing colonoscopy every 3 years, or a PAP every year, or a HgbA1c every 3 months, or other periodic testing at specified intervals, selecting this icon within the HM section of the Activity Bar allows users to change reminder intervals. Demonstrate how to change colonoscopy default to every 5 years instead of every 10.
What is "Edit Modifiers"? HM section->Type Colon...->select "every 5 years", note change in due date above and modifier in bottom of screen
300
Within In Basket Results folder, selecting which tiny little blue icon shaped like a __________ quickly brings forward the last office visit note (hint: The icon lives underneath each group of labs)
What is the stethoscope? Go to lab result->scroll down in bottom of screen->click on stethoscope icon.
400
You want to bring labs into your progress note. How do you do that?
Demonstrate: copy/paste, clipboard, .lastlab[basename, .lastlabV[2w (previous visits) (includes name, normal range) .lastlabG[6m (today and previous visits) .brieflab[basename (just brings in result, no normals)
400
This customization feature seen both within the Problem List and as a Visit navigator entry allows the provider and patient to track and monitor progress made towards achieving specific objectives (for example exercising "x" times per week; weighing "x" pounds; decreasing fast food consumption, etc.). What is it's name and how would you bring that into your not or the patient instructions?
What is Goals (in Visit navigator) or Related Goals (in Problem List entry) Bring into text using .goals
400
In order to send currently ordered prescriptions to two different pharmacies without having to delete and reorder them, this must be selected (from within the Activity Bar tab called Order Entry). Demonstrate how this is done.
What is selectively sign? Activity Bar->Order Entry->Pharmacy then Drop down next to Sign Orders->Selective sign
400
Did you order that test for the patient you saw last week? Where would you go to look?
What is Order Review? If not on Activity Bar, go to More Activities-> Order Review->click yellow star to make stay on Activity Bar
400
Help! I think I accidentally “doned” a lab one day recently without responding. I remember the lab but I'm not so sure about the patient. Selecting this feature within InBasket can help.
What is Search Search->select criteria from each box-select criteria for date message received->save as favorite for future use
500
Name 5 different ways a note can be created.
1. System Smart Phrases (for example .CV, .NEG, .POS, .NEX, .PEX, .AP, .PAP, .ALSO or .QUICK, .HPI, .IN, .INJURY, .LABANN, .LAST, .PROC, .ROS, .VANDERBILT) 2. My Smart Phrases. 3. SmartText. 4. NoteWriter. 5. mModal
500
Demonstrate 3 keyboard shortcuts and show where to find other shortcut options
Common ones: F8 to move to next section Shift+Ctrl+N to go to Progress Note Shift+Ctrl+O to got to Orders Shift+Ctrl+P to go to Problem List Shift+Ctrl+E to close encounter See ? in blue circle at bottom of visit navigator for other options
500
In addition to using the Meds and Orders section of Visit Navigator, users can use ANOTHER section within Visit Navigator to create orders, generate new prescriptions, and send refills. This can be done during the initial stages of the office visit while at the same time, reviewing and updating patient history.
What is "problem list"? This is known as "problem based ordering" (EFFICIENCY ALERT! This approach automatically pushes the Problem(s) to the Visit Diagnosis; and it automatically links meds and orders to the diagnosis)
500
You would like to see only final results when you enter chart review. Demonstrate how to create this default.
Chart Review->Labs tab->Filter->Order status->check Final result->Save, name something other than Final->click Apply By Default box
500
This feature allows the user to quickly document routine actions taken on lab results. For example, with one click the user can document that a letter was sent in response to a lab; or that the patient was notified via MyChart; or that a lab was discussed in an office visit. Using this same feature, the user can create routine notes to staff in response to a lab. For example, directing a clinical staff member to call a patient to report that an HIV test is negative; or calling a patient to make an appointment to discuss a specific lab. Demonstrate how to make one.
What is "Quick Action"? Letter QuickAction: In Basket, Results folder->Dropdown next to Letter->Letter QuickAction editor->name button, select template, choose preferred recipient->Accept Result Note QuickAction: Result Note->choose recipient (or unclick Route Note To), type generic message->Save as QuickAction->Select defaults-Accept
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