Electronic Health Record

       Quick Start Guide


Electronic Health Record– Quick Start

 

Overview: The electronic health record ( EHR ) allows for complete documentation of every aspect of the patient’s care. This includes not only patient encounters but injections, patient voice, text and email communications, diagnostic  results, electronic prescribing, and health goals. The EHR program also interfaces with the billing module, the appointment system, and offers a myriad of diagnostic aids including Medline and the Single Payer Screening Tool SPNIH. The EHR starts by selecting a Patient from a variety of efficient methods including the Encounter List ( Patients whom are signed in the waiting room ), the queuing system for phone messages, refills requests, abnormal values, reviewable records, or any actionable item ( “TODO” ) organized by priority. Each “TODO” item is assigned to a category,  user or a Care Team that covers a broad category. Example: All Nurses (“NURSE”) or All Refills. (“RX”)

 

 

 

Selecting a Patient by Name or other item in the Demographic Record

 

From the initial EHR sign-on Screen (shown below ) type the patient’s medical record number and <Enter>  or type 3 or more letters of the patient surname and press the <Enter> key. 

Search by medical record number or name is the default method. No special steps are needed to search by name or number. Simply type the name or number and press <Enter>

 

Example Patient Search Screen:

 

From the search screen shown above, select the patient by typing the row number and<Enter> ( Example “1” <Enter>,  or you may click on the patient record. Further refinement of the patient search may be done at this time. Simply type additional information in the last name field or click on the master search icon where other search methods like DOB may be employed.

 

Master Search Categories shown above.

 

 

 


Selecting a Patient from the Patient Tracker

 

A patient can be checked in at the front desk, self serve kiosk or via a bar code scanner. The checked in Patient  will then appear in the encounter list for the day as “Checked In”. Click on the patient in the tracker screen and the Patient Dashboard screen will appear.

.

 

 

Steps to select patient from waiting room (Encounter List):

 

  1. Click on  icon located on the upper toolbar
  2. *or* Press the <Down> arrow key when the cursor is located in any “Patient:” ID field throughout the system.
  3. The Patient Tracker screen will open:

  1. Select the patient by clicking on the patient name
  2. A specific Physician’s list can be filtered by selecting “Dr  Dropdown.  Also see Changing Room./Status section below.

 

 

 

 

 

 

Note: Once an open chart is reviewed/signed – the patient will drop from the tracker list.

 

 

 

 

Selecting a Patient from the Queue List ( “TODO” )

 

Procedure:

Selecting a patient from the Queue ( “TODO” list )

1.    Click on the drop down located to the in the field to the right of the “Waiting Queue” icon

2.    Select the Queue type as needed – Queues may be defined by Physician, Operator ID or Visit type.

3.    A list of patients assigned to this queue will open.

4.    Click on a patient and the dashboard screen for this patient will appear.

 

 

 


Example List of Patients assigned to the queue.

 

 

 

After selecting a patient by any method above, the “Dashboard” summary screen will open.

The dashboard summary screen contains demographics, a list of all patient events (encounters or communications ), the current active problem list, the current active medication list, the last complete progress note, and the upcoming appointments and recall list. From the screen you can view in detail any of these items. The items contained on the screen are fully user configurable.

 

 


 

Quick Start Commands:

 

To enter a communications note, click on the button labeled “Triage” located in the row of buttons on the left.

 

To Start the Charting process for the current date Click  the large “NEW EXAM” button  located on top of the column of buttons on the left.

 

To chart a previous date select “Past Exam”
Procedure:

Entering a Communications Call (Triage) and assigning the call to the Queue:

  1. Pull up patient
  2. Click on Triage Button ( Far Left Button Toolbar – 1st icon )
  3. Fill out triage informational fields as required ( This pulls from the TRG template in the form library )
  4. Click “Back” button ( Upper Left Toolbar ) or press Escape Key.

 

  1. Click “Queue” when prompted

 

  1. Select Operator ID and Priority ( 1- 4) and click “OK”

Assigning to the Physican’s Queue from Patient Master Profile ( Patient Information )

Patients can be assigned to the Physician/Nurse/PA queue from the front desk through Patient Information.

Procedure:

  1. Pull up patient in the master profile screen.
  2. Type “AQ” in the command line ( Lower Left Toolbar ) – This action places the patient in the specific Queue for the Physician as well as in the Encounter List as “in Waiting Room” for the status.


  1. Select ID and Priority

Individual record sections from the EHR and any sub-section (example: results) may also be queued by using the “Queue” button located on the lower right toolbar after bringing up the record or section of concern.

 

 

Procedure:

  1. Bring up the patient
  2. Select the date/section of interest
  3. Select the template or sub-section if appropriate
  4. Click on the QUEUE button located in the lower right toolbar

 

 

The done message is an optional message that can be disabled in the configuration.

 

 

 

 

 

 

 

 

 

 


Starting the Patient Visit Documentation ( Charting )

Electronic Health Record– Chart / Diagnoses Setup

 

Overview: The Exam Setup function allows for easy selection and ordering of diagnoses from the Patient Problem List. The exam setup button may also be labeled as “Select Problems 

 

Procedure:

 

1. From the Chart Summary Screen, click on the Problems button.

 

 

 


 

2. The following screen will display allowing selection of Date, Time, Provider and the patients registered problems.

 

 

 

 

 

 

 

 

 

 

 

 

 

3. You may add additional problems by either typing the ICD10 number or clicking the SEARCH  to the right of the diagnosis field. The attending Physician for the visit may also be entered here.

 

 

 


4. In order to re-order or rank the diagnosis for this visit, click on

“ORGANIZE PROBLEMS”

5. You may now select certain diagnosis to be first, second, third ,etc.

 

 

 

 

 

 

 

 

6. By Clicking the “ALL” button, the remaining unselected diagnosis will be added to the bottom of the list.

 

7    The Diagnoses will now re-ordered:

 

 

 

8.    The primary exam type can optionally be specified here:

9.    Example: Workmans Comp Visit vs Normal Encounter

Now click “OK” and then click the Green Check Button to bring up the

Visit template (Screens )

The diagnosis for this visit will be ordered as selected in the “ORGANIZER

 

 

Main Exam Navigation Page

To commence charting: Click on the section buttons and fill in the necessary fields, Click the “BACK” icon or press escape to move back to the previous screen.

Example: HPI

Steps: 1. Click on HPI

2. Enter appropriate fields by clicking on the responses in the right pane.

3. Press the ESCAPE key or click on the “BACK icon to proceed with charting or select another function.


 

Lower toolbar icons explained in order left to right:

 

SAVE: - Saves the current records and moves back to the summary view.

Double Left Arrow: Moves to the first date for this template (the current screen displayed).

Left Arrow: Moves back to the previous date for this template.

Right Arrow: Move to the next date for this template

Double Right Arrow: Moves to the current date for this template

“Clear”: This function will blank the field where the cursor is located.

Blue Green Grey 3 documents: This allows selection of a form letter or report to be merged into Word.

Double light blue folders: This function allows review of all selected chart sections e.g. “All Plans”

 Orange Printer: Prints complete chart or report for the selected date.

 Blue Circle “i”: Audit log of entry session

Screwdriver/Hammer: Brings up flow chart for this template

Small blue clock: Enters the time into the field where the cursor is located

Larger blue clock with calendar: Enters the date into the field where the cursor is located

Blue pen and tablet: Enters the signature into the field where the cursor is located

Headset: Starts Dragon Naturally Speaking dictation. ( if installed )

Yellow pencil on chart: Final chart review and signature.

Two Mobile phones: Allows voice call or text to patient.

Blue paper with red X: Closes current screen without saving changes.

Queue: Sends this record to the selected queue. ( TO-DO list )

Blue/Grey dashed lines: Searches online medical databases with data from current field ( e.g. Medline )

Six Circles AI: Adds the information in the current field to the AI panel for this field.

Yellow Pencil: Edits the AI panel for this field.

Blue Circle Caduceus: Sets up certain problems and visit type.

Trash Can: Deletes the current template (screen).

 

When charting is completed: Press ESCAPE or click the “BACK” icon from the MAIN NAVIGATION PAGE. To close the exam and return to the dashboard. Press ESCAPE or “BACK” again to select another patient.

 


Example anatomic drawing:

 

Drawings are noted by {  Drawing  }  curved braces during template setup.

 

Procedure: Images may be annotated by double-clicking the image thumbnail contained in the template.

 

 

 

Annotation tool bench will come up after double-clicking the image thumbnail. The annotation workbench contains predefined lesions and other frequently used notations. Annotations are added to the image by clicking one of the predefined buttons. The size and description of the item being documented on the image can be recorded.

 

After annotation of the image is complete, the image will be saved for future reference.

 

Example Diabetic Foot Care Template Annotation Tool Workbench:

 

 


Function Key Assignments used during the charting process
:

F3 = MOVE BACK ONE FIELD
F4 = MOVE FORWARD ONE FIELD
F5 = PATIENT INFORMATION
F6 = SCHEDULER
F7 = PATIENT LEDGER / BALANCES
F8 = REVIEW MENU
F9 = SEARCH DISEASE DATABASE
F10 = REVIEW ENTIRE CHART
F11 = QUEUE
F12 = FLOW CHART
PAGE UP = GO BACK TO LAST PAGE
PAGE DOWN = GO DOWN TO NEXT PAGE

To change the Physician of record on the EHR.
1. For New Patients, change field number one (Physician) as show above.  This will allow selection of the attending Physician before the exam is entered.

Changing Physician for a previous visit

  1. Pull up the patient in the EMR.
  2. Pull up section to be changed by clicking on the appropriate date:
  3. Click on "Setup Chart" Icon ( Right lower corner )
  4. Enter new Physician Number. Example: 002
  5. Click "OK" (Green Check-mark) icon

  6. Order / Method of assigning a Physician to the EHR visit:

a) Patient Demo Physician is pulled as used as the EHR Visit Physician.
b) Checks to see who has appt, if it is with another Physician, the EHR Visit Physician switches to that Physician.
c) If a Physician labeled user is logged into the account when the exam is first opened, the EHR Visit Physician switches to that Physician . Physician users are labeled by entering DOCTOR=001 ( example ) in the #2 ID field in the operator table.  – See example screen below




Changing Record ( Section ) Date


1. Pull up the patient.
1. Pull up section to be changed by clicking on the date:
2. Click on "New ID" Icon which located in the upper right side of the screen just to the right of the red "Quit" icon and left of the number "1".

( Password “SAFE”)


3. Press <Enter> for the patient ID ( remains the same )
4. Enter the correct date and press <Enter>
5. Respond "Y" to the verify step.




 


EHR – Visit Level Coding:

 

 

History and Physical Exam Are Eliminated as Elements for Code Selection

 

Prolonged Services Coding Changes

Prolonged services codes are typically used when E/M services extend beyond the total time identified with the code level that would otherwise be billed for the primary procedure.

Here are some of the changes that apply to these codes:

 The AMA provided the following prolonged services tables as resources for physicians:

Prolonged Service Without Direct Patient Contact

Total Duration

Code(s)

Less than 30 minutes

Not reported separately

30-74 minutes
(30 minutes - 1 hr. 14 min.)

99358 X 1

75-104 minutes
(1 hr. 15 min. - 1 hr. 44 min.)

99358 X 1 AND 99359 X 1

105 or more
(1 hr. 45 min. or more)

99358 X 1 AND 99359 X 2
or more for each additional
30 minutes.

Source: The American Medical Association

 

Prolonged Service With Direct Patient Contact

Total Duration

Code(s)

Less than 30 minutes

Not reported separately

30-74 minutes
(30 minutes - 1 hr. 14 min.)

99356 X 1

75-104 minutes
(1 hr. 15 min. - 1 hr. 44 min.)

99356 X 1 AND 99357 X 1

105 or more
(1 hr. 45 min. or more)

99356 X 1 AND 99357 X 2
or more for each additional
30 minutes.

Source: The American Medical Association

 

A New Medicare HCPCS Code: GPC1X

Specialists who need to document medical services that are part of ongoing care will want to know about this new Medicare add-on code.

The CMS describes GPC1X as, “Visit complexity inherent to evaluation and management associated with medical care services that serve as the continuing focal point for all needed health care services and/or with medical care services that are part of ongoing care related to a patient’s single, serious or complex chronic condition.”4


 

Quick facts about the GPC1X:

 

 

The EHR auto codes the visit in the following manner:

 

      History Component: This takes responses to the HPI , PMH, FH, SH, MEDS , Allergies and any other history template to arrive the correct code value as documented by the HCFA.

 

Examination component:  Values number of examinations and responses to determine level of examination.  The total time is also captured.

 

      Decision making Component: Includes number if diagnoses treated, Number of new diagnoses, number of medications, number of new or changed medications, diagnostic tests review, family members, other providers consulted with, whether you read x-rays yourself, etc.

 

Required Components, based on your own standard of the given level, are highlighted in RED if they are incomplete or omitted.

 

HCFA MEDICARE RULES POPUP

          Level of Service Determination         Time Component                                                                                           

          Chief Complaint      2                         Starting Time: 22:51           

          Informant                1                         Ending Time : 23:29           

          HPI                         4                         Total Time:    0:38           

          Past Medical Hx     3              Counseling:  50% Face to Face 

          Family Hx               1                                             

          Social Hx                1                                             

          Medication Hx        2                                             

          Allergies                 1                                             

          Systems Review    2         Recognized                                  

          ------------------------------                                     

          History                   16           COMPREHENSIVE                             

                                                                                                                                                         

          Physical Examination  8      ( PROBLEM FOCUSED )                            

                                                                              

          Diagnostic               NONE                                             

          Decision Making      3          ( STRAIGHT FORWARD  )                          

                                                                              

                                                                                                                                                           

                     Click    to close:      99213 - Established Patient                            

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Changing Patient Room and Status for the Tracker

 

The Electronic Health Recordcontains an encounter tracking system. This system can be used to indicate the stage of the patient’s treatment and also the location of the patient. If the patient is checked in at the front desk, the status will automatically be “Waiting Room”. Patients can be checked into the encounter tracking system by one of three methods:

  1. Printing an encounter form. ( The encounter form must contain an encounter number )
  2. Entering the encounter command “E” at the patient demographics screen command line.
  3. Entering the patient into the medical staff queue system by way of the “AQ” command at the patient demographics screen command line.

 

 

 

By clicking on the “Status” button, the patient can be assigned to a location and a status.

 

To assign location and status, click on the drop-down buttons and select.

 

 

 

Locations and Status codes are defined by selecting these choices located on the EHR tools menu.

 

 

You may add, change or delete patient location and status codes as needed by way of the EHR tools and tables menu.

Please see the following two examples of locations and status codes.

 

 

 

 

 

Locations/Room setup example

 


 

 

 

 

 

 


 

Electronic Health Record

INTELLIGENT FORM LIBRARY

Electronic Medical Records – Intelligent Forms Library

 

OVERVIEW:  The Intelligent Form Library program is used to create and maintain standard data entry forms or "Intelligent Forms" used for the documentation of histories, physicals, plans, diagnostic results, and other pertinent patient medical information. The term entry FORM and INTELLIGENT FORM  simply describe a method to arrange pre-selected fields and their associated choices into a screen for data entry purposes together with learned Artificial Intelligence features.

 

Intelligent Forms are made by using a simple word processor type of program in order to layout the screen and create fields for any procedure or purpose.

 

PROCEDURE:  From the Patient Medical Record Menu (#5) select Option 2, Intelligent Form Library ( or Entry Form Library ), and press <Enter>.  The screen below will be displayed.

 

         Example Intelligent Form Screen:

 

 

Until you have forms entered into the Entry Form Library, the

Search Screen will appear without entries.  When you have forms on the database, the Summary Search will contain a list of the forms as shown in the following example.

 

 

 

 

 

        EXAMPLE SEARCH SCREEN:

 

FIELD DEFINITIONS:

 

FORM—Lists the code which identifies the form.

PG—The actual number of pages contained in the form.

OP—The operator or user ID of the person who was the last one to update this form.

           FIRST LINE—The first line of text on each form.

 

         As you add Intelligent Forms to the Library, they will be displayed to the Summary Screen. The first line of every Intelligent Form is shown on the Search Screen under the column heading --FIRST LINE--. This can be helpful when you are searching for a particular existing Intelligent Form.

 

         To select a Intelligent Form from the Summary Screen, type the form code when prompted and press <Enter>.  You may view the form or edit it (editing information is found below).  To exit the form, press the <Escape> key to access

the COMMAND LINE, type <END>.

 

 

         When creating a new Intelligent Form, enter a 1-4 alpha numeric code for the Intelligent Form at the ENTER  INTELLIGENT FORM CODE field (prompt) and press the <ENTER> key.   Example:  PLAN <Enter>

 

 

          EXAMPLE SCREEN:

 

         ENTER INTELLIGENT FORM CODE ->  Type numbers or characters (up to 4

         alpha/numerical characters) that will identify the form and press <Enter>.

 

 

         NOT ON FILE ADD?  (Y=YES, N=NO): If you decide to cancel the

         entry, type N (no). The program will return                 

         you to the ENTER INTELLIGENT FORM CODE prompt without adding the form.

 

 

         To add a form, type Y (yes) and press <Enter>. The screen will

         prompt with ENTER FORM TYPE as shown in the example below:

 

 

          EXAMPLE SCREEN:

 

         ENTER FORM TYPE:  At this prompt you have the option to copy

         From an existing Intelligent Form (form)  in order to create a new

         Intelligent Form, or you may press <Enter> for a blank screen and

         design a new Intelligent Form using free text.

 

         COPY AN EXISTING INTELLIGENT FORM: To create a new Intelligent Form by editing

         an existing Intelligent Form.  Type the code that will identify that

         Intelligent Form at the ENTER FORM TYPE prompt and press <Enter>.

         (Be sure the Intelligent Form is free of errors as all information on

         Example:  Form PF1  presently exists in your Library.

 

                You are creating a new Intelligent Form (form) and want to edit

                the format of Form PF2 to create this new Intelligent Form.

 

                At the ENTER FORM TYPE prompt, type PF1 and press

                <Enter>.  The format of Form PF1 will be copied

                into your new PF2 Intelligent Form.  The original Form PF1 will

                not be disturbed.

 

From the Command Line:

To start creating or editing a form enter “E” or simply press the <Up> Arrow.

See “Command Line Functions” for more information below.

 

         As you edit this form, any free text will automatically wrap-

         around at the end of each line.

 

         Arrow Key Functions:

 

                <Left> = Moves back one space at a time erasing text.

 

               <Right> = Moves to the right one space at a time, but

                               does not erase text.

 

                <Down> = Moves down one line at a time.

 

                <Up> = Moves up one line at a time.

 

                <Page-Down> = Moves down 1 page at a time.

 

                <Page-Up> = Moves up 1 page at a time.

 

         If you make an error in typing, press <Enter> and then press

         the <Up> Directional Arrow key to access the line you were on.

         <Right> arrow to the area you need to correct.

 

         Control Key Functions:

 

              Ctrl a:  To add a blank line, hold the Ctrl key

               down and press the letter a.

 

              Ctrl d:  To delete a line (with or without text), hold

                       the Ctrl key down and press the letter d.

 

              Ctrl w:  Blanks a line from the cursor to the end of that line.

 

              Ctrl t:  Inserts a blank space.

 

              Ctrl r:  Reformat a paragraph from cursor down using

                       cursor as left margin.

 

              Ctrl z:  Moves the cursor to the end of the current line.

 

The upper toolbar also provides “Copy” and “Paste” functions by clicking on the “edit” command.

 

 

         To exit and save this form, press the <Escape> key to access

         the COMMAND LINE then <Escape> again to save the record.

         The cursor will return to the ENTER INTELLIGENT FORM CODE prompt

          located at the top of the screen.

 

         USING FREE TEXT ONLY: Here you will not be copying an existing

         Intelligent Form to alter; you will design an original Intelligent Form.  Enter

         the characters that will identify the Intelligent Form at the ENTER FORM

 

         NUMBER prompt and press <Enter>.  A blank page 1 will be

 

         displayed. You may now design a Intelligent Form to your specific needs.

         When entering free text, it will automatically wraparound at

         the end of each line.

 

         If you make an error in typing, press <Enter> and then press

         the <Up> Directional Arrow key to access the line you were on.

         <Right> arrow to the area you need to correct.

 

         Control Key Functions:

 

              Ctrl a:  To add a blank line, hold the Ctrl key

                       down and press the letter a.

 

              Ctrl d:  To delete a line (with or without text), hold

                       the Ctrl key down and press the letter d.

 

              Ctrl z:  Blanks a line from the cursor to the end of

                       that line.

 

              Ctrl w:  Inserts a blank space.

 

              Ctrl r:  Reformat a paragraph from cursor down using

                       cursor as left margin.

 

         To exit and save this Intelligent Form, press the <Escape> key to access

         the COMMAND LINE then type 0 (zero) and press <Enter>. You

         will return to the ENTER INTELLIGENT FORM CODE prompt.

 

 

         An example of a defined Intelligent Form is on the next page.

 

         EXAMPLE OF DEFINED INTELLIGENT FORM:

 

 

            L:  This indicates what line you are on in the Intelligent Form.

                In this example, the cursor is on line 01.

 

 

         SCRN:  This indicates what page you are on in the Intelligent Form.

                This example shows page 1 of the form.

 

         To exit and save your Intelligent Form, press the <Escape> key to access

         the COMMAND LINE, Press Escape again to save.

 

         This Intelligent Form will be stored by the name you assigned it.  An

         explanation of the COMMAND LINE functions may be found on

         the next page.

 

 

 


 COMMAND LINE FUNCTIONS:

 

Example Command Line:

COMMAND ->  <- (A)ctivate, (E)dit, (C)opy, (P)rint,  (T)ype,   (Q)uit, (0)=End

      

 

(A)ctivate:  This command emulates testing of the form as used in the EMR module.  Closing the EMR “ACTIVATE” window will return the cursor to the command line.

 

 

A yes response will bring up the following screen for testing the Intelligent Form changes.

 

          Closing the EMR “ACTIVATE” window will return to the command line.

 

 

          ( C )opy: Sets the form to behave when called up in the EMR as follows:

                       

 

Exact Copy: Copies the exact form from the previous visit.

 

Merge Like Fields: Copy the matching data elements from the OLD form to the current form – If the data elements ( fields) match.

 

Never Copy: Just brings up the blank default form.

 

Prompt: Ask operator to “Copy or Merge”.

 

          (E)dit: Places the cursor on the form so that the form may be changed by

          using arrow keys to navigate around the form. Pressing the “UP” arrow key from the command line also does this.

 

          (T)ype: This will set the form as a primary exam Intelligent Form, or a secondary Intelligent Form to be used within an exam.  Example: An age dependent well child visit Intelligent Form can be created for age specific milestones and used as a primary example Intelligent Form in lieu of the default “EXAM” Intelligent Form in the “Exam Setup” window.  Most likely this function will result in too much complexity so it is  recommended only for unique situations.

 

Exams set to primary are visible in the exam “Select Problems” setup window under “Exam Type”

 

 

          (P)rint:  Type P to print a hardcopy of this page.  The program

          will open a window allowing you to select a printer.

 

          There is an additional prompt to include the field knowledge base responses along with printing the form body itself.

 

 

(Q)uit: This command will exit the form without saving any changes made since last saving the form.

 

 

(T)Type: This function allows setting of the Intelligent Forms as a primary exam    Intelligent Form this Intelligent Form will now appear under the “EXAM” selection area.

 

 

 

 

          End:  Type <END> key or a '0' (zero) and press <Enter> to exit and save

          your Intelligent Form.  The program will display the ENTER INTELLIGENT FORM CODE

          prompt. To exit to the Medical Records Menu type <END> or O (zero)

          again and press <Enter>.

 

          Although not listed in the COMMAND LINE, you may press the <Up>

          Directional Arrow key to edit the form directly.  Your cursor will move to

          line 1 of the document.  You may arrow to the line of field to correct.

          Press <Escape> to return to the COMMAND LINE.

 

 

Altering the lengths of a field:

Fields are defined by a left and right bracket.  The database will store the area inside the brackets as a database field.

To make a field smaller or larger, simply position the brackets until the field is the desired length.

 

 

Adding default text to a field:

In order to add a default (automatic) answer to a field, simply edit the form and type the default test directly into the field (between the brackets)

Example:

 

Throat

     Presence: [                                                           ]        <- Before Default

 

Throat

    Presence: [erythematous                                    ]     <-  After default

 

 

Adding drop down choices for a field:

You may add a set of choices and buttons to a given field by using the form in the Activated Mode.

  1. From the command line enter the command 'A' to activate the form.
  2.  Please the cursor in the field where the choices will be added
  3. Enter the text for the answer, then click the “Add Responses” icon located on the lower toolbar.
  4. You will be prompted to add the text to the field choices.

 

Example:

 

Throat:

 Presense:        [cobblestone appearance-------------------------------------]

 

 

Enter 'Y' to add this response to the field list for Presence.

When the cursor is placed on a certain field within the Intelligent Form, the “ACTIVATE” mode will display the available selections in the right side selection panel specifically for that field. Clicking “EDIT TABLE” allows access to existing selections or the entire table for this field can be edited by way of the Trigger list program located as selection #4 on the Medical Records Menu.

 

 

 

 

Adding links to other Intelligent Forms:

 

To add a link to another Intelligent Form, put the Intelligent Form code inside “<” and “> characters.  This will designate another form to the form compiler.

Example:

To make the Intelligent Form “PAIN accessible from another Intelligent Form, add the following:

PAIN HISTORY: [<PAIN>                                                              ]

 

Screen before adding Intelligent Form:

 

Screen after adding Intelligent Form:

 

Extend the right hand bracket to approx 40 characters in length in order to accommodate time stamp and reviewing information. There is no limit to the number of Intelligent Forms that can be nested. ( drill down ).

 

Initially, Intelligent Forms are displayed from the “EXAM” Intelligent Form.

Types of fields:

 

Brackets:   [The answer goes here                              ]

This creates a single line field where a non-verbose response can be entered.

Example as viewed in the “ACTIVATE” window:

 

Field Name:

 

The field name w/o brackets creates an unlimited length paragraph for voice dictation or “Word” processing type of data input.  This field does word wrapping.

Be sure to leave several lines below the field for space for multiple lines ( if needed ).

 

Example:

Examination Notes:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Checkboxes:

Checkboxes are automatically created by use of [y] or [n]

[y]= Checked – checkbox

[n]= Un-Checked – checkbox.

 

Example:

 

Chest               

 Retractions:     [n]

 Rales               [y]

 Ronchi:            [y]

 Wheezing:       [n]

 

 

 

 


How to remove a permanent medication from EHR dashboard screen

 

1.   Bring Up Patient in Dashboard

 

2.   Click on Medication to be removed in the lower right quadrant

 

3.   See Screenshot Below

 

4.  

 

5.   Now click the “Remove” button

 

6.   Done



Assigning to the Physican’s Queue from Patient Master Profile ( Patient Information ), 11

Changing Patient Room and Status for the Tracker, 30

Changing Physician for a previous visit, 24

Changing Record ( Section ) Date, 26

EHR – Visit Level Coding, 27

Electronic Health Record– Quick Start, 2

Entering a Communications Call, 9

Example anatomic drawing, 21

Function Key Assignments used during the charting process, 23

How to remove a permanent medication from EHR dashboard screen, 49

Intelligent Forms Library, 35

Quick Start Commands, 8

Selecting a Patient by Name or other item in the Demographic Record

Selecting Patient, 2

Selecting a Patient from the Patient Tracker

Selecting Patient, 5

Selecting a Patient from the Queue List ( “TODO” )

Selecting Patient, 6

Starting the Patient Visit Documentation, 15

The EHR auto codes the visit in the following manner, 29

To commence charting, 19