Dashboard
This is how I know I am in either the training site or the production site of Patagonia.
What is the Red writing in all caps at the top of the dashboard in the training site?
This is the main page of the client's electronic chart.
What is the Encounter Page?
Name at least 2 of the dual widgets.
What are: Messaging, Electronic Lab Results, Patient Referral Orders
This is the note format and program that will be used to document information for a Child WIC appointment.
What is EN: Minimal Visit for Child Health and Program: Child and Adolescent Health?
This is where I can look to give myself a clue for where I am in the EHR if I feel lost.
What is the main navigation bar/menu at the bottom right side of the page? (word "dashboard" present or not) or
What is the top left side of the page under the logo? (patient name)
From the Dashboard, this is where I go to schedule an appointment for a client.
What is the Calendar?
This is the more detailed documentation within a client's chart that is specific to that visit. You must open this in order to proceed with documentation for an appointment.
What is the Encounter Note?
This is what I do if I am missing a widget.
What is click on "Add Widgets" on either the Dashboard or Patient Encounter Page (depending on which widget is missing)?
This program has a specialty app/widget that is specifically designed for collection of all data related to documentation after a woman finds out she is pregnant.
What is the Maternity app?
It is critical that I complete these 2 things when labs are not in-house. This is after I have entered the labs into Orders V3.
What are: Answer AOE questions and click SE (production only for SE)?
This is where I go to update my saved signature or change my password.
What is Practice Administration?
3 things I could do prior to calling a patient back for their appointment (before opening an Encounter Note).
What are: Change status to With Provider, Open patient Encounter Page, Review Flags, Review Previous Encounters, Check Consents signed, Review Labs
*There are many right answers!
This tool indicates where I can choose preferences for each widget.
What is the wrench?
This is the note format and program to be used when a client is only dropping off a specimen.
What is EN format: Limited Service/Incidental Visit
Program: Communicable Disease
This is important to add for clerical and billing to know information related to the visit. (Examples include medications issued, ordering provider)
What is an ESB comment?
These are 2 of the places I can add a new patient to Patagonia.
Bonus: this is what I should do prior to adding a new patient
What are: Add Patient at the bottom of Dashboard, Patient Search, Calendar
Bonus: Search patient thoroughly using different methods to avoid duplication; Can also use Advanced Search
These 2 things located on the Encounter Page (prior to opening an Encounter Note) are required at each visit.
Bonus: Entry and review of this widget is required for all visits EXCEPT Immunizations and WIC (only enter what is identified on screening or assessment forms)
What are allergies and medications?
What is Patient History?
This is what I do if I am not seeing scanned documents in the scan bins.
What is open preferences on the scan bins, then Archived Documents, then check the box beside Show archived documents?
This program seems to be a crowd favorite as it allows you to query information, show recommendations, and send information to registry - to name a few perks.
What is Immunizations?
This is critical to do each time you call a patient back to the clinic for their appointment.
What is verify the patient name and dob?
This is where I should check that I have completed all of my patient visits at the end of the day.
What is Pending Encounters on the Dashboard?
2 part question:
This is where I document contact and/or contact attempts that I as the nurse have made via phone or mail, and I do not need to assign to anyone else.
This is where staff (often clerical) will document phone calls to be assigned to another provider.
What is the Contact Log?
What is the Telephone Encounter?
This widget on the dashboard is where scanned documents that are assigned to you for a signature can be found, reviewed, and signed.
What is the Document Management widget?
This note format and program has required fields as indicated by asterisk (*) for the encounter note to keep us aligned with Title X and 340b (the things that make Brent so happy!)
Hint: there is 1 note format and 2 programs possible
What is EN format: Sexual Reproductive and Adult Health Visit?
Program: Reproductive Health or Sexual Health
These 6 sections are required for all Reproductive Health visits before signing and locking the encounter note.
What are FPAR sections?