Clinical (EHR) Reminders Activation and GUI Set Up.
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Transcript of Clinical (EHR) Reminders Activation and GUI Set Up.
Clinical (EHR) RemindersClinical (EHR) Reminders
Activation and GUI Set Up
Where to find reminder parameters
RPMS-EHR Master Configuration Menu ***used in Activation Instructions
→REM→PAR (several)
→ TIU→PAR→REM (one)
REM Reminder Managers Menu [PXRM MANAGERS MENU]
→ CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION]
XX General Parameter Tools ... [XPAR MENU TOOLS]
Cheat sheet provided in course materials:Clinical (EHR) Reminders - set up_parameters.doc
Reminder MenusReminder Configuration menu [BEHORM MAIN]
From RPMS-EHR Configuration Master Menu
REM → PAR [BEHORM PARAMETERS]
Reminder MenusReminder Manager Menu [PXRM MANAGERS MENU]
→CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION]
***Mental Health is not used in IHS***
Activating Reminders…
• You MUST perform steps in the exact order
• You MUST log out and back in when instructed
• You MUST select a patient to see the reminder icon active
Step 1: Install 2 Reminder from Reminder Exchange
Install at least the following 2 reminders from Reminders Exchange – Immunization forecaster– Weight or Height
Step 2: Set first 3 parameters
1. Reminder GUI Resolution ActiveActivated GUI reminder
2. EHR Cover Sheet Reminder ListSet the initial EHR side display for the purposes of activating the system. You will override this in a later step but this step MUST be done
3. Allow EHR Configuration in GUISets permission for CAC to configure the EHR display through a GUI menu
Step 2: Parameter 1
BEH → REM→ PAR → ACT Reminder GUI Resolution Active
Reminders Active may be set for the following:
1 User USR [choose from NEW PERSON]
2 Service SRV [choose from SERVICE/SECTION]
3 Division DIV [DEMO HOSPITAL]
4 System SYS [DEMO.MEDSPHERE.COM]
Enter selection: 4 SYSTEM
--------------- Setting Reminders Active for System ---------------
REMINDERS ACTIVE: Y
Step 2: Parameter 2BEH → REM→ PAR → CVR EHR Cover Sheet Reminder ListClinical Reminders for Search may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [DEMO HOSPITAL] 5 System SYS [DEMO.MEDSPHERE.COM] 6 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 5 SYSTEM---------------- -----1 IHS-IMMUNIZATION FORECAST must be first, use #15 IHS-WEIGHT select one that will be applicable to most patients
Step 2: Parameter 3
BEH → REM→ PAR → CFG – Allow EHR Configuration in GUI
100 User USR [choose from NEW PERSON] 200 Class CLS [choose from USR CLASS] 300 Division DIV [DEMO HOSPITAL] 400 System SYS [DEMO.MEDSPHERE.COM] Enter selection: 100 User NEW PERSON ←set for user or CAC
classSelect NEW PERSON NAME: user,demo USER,DEMO-- Setting Can configure reminders within GUI for User:
USER,DEMO ---Can configure reminders within GUI: YES//
Step 3: Configure GUI display
LOG OUT THEN LOG BACK IN• Select patient
Your clock should spin then show up without the X!!!
Step 3: Configure GUI display
• Go to the GUI• Click on the reminder
icon• Click on the Action
Menu• Choose the last item-
Edit Cover Sheet Reminder List
Step 3: Configure GUI display
• Top section shows how the reminders are set up
• Middle section allows the CAC to assign reminders by the different groups
• Left lower area is the list of available reminders
• Right lower area is the assignment for the chosen level
Step 3: Configure GUI displayClick on SYSTEM, highlight any reminders on the lower RIGHT window
and use the lower arrow to move the items back to the LEFT.
Click APPLY
Step 3: Configure GUI display• Once you have moved all reminders over to the left, begin to move the
NEW reminders back over to the RIGHT. • The first reminder you need to move over is IHS-IMMUNIZATION
FORECAST, change the sequence number to 1• Click APPLY
Step 3: Configure GUI display• Now click on User or User Class and begin to move over reminders you want to
test. This way, reminders will be ON but only those you want to initial test the reminders will see any reminders except the Immunization Forecaster.
• Click APPLY• Click OK
Step 4: Set New Reminder ParameterLOG OUT OF EHR AND LOG INTO RPMS
Set the New Reminder ParameterBEH → REM→ PAR → NEW – New Reminder Parameters Use New Reminder Parameters may be set for the following: 1 User USR [choose from NEW PERSON] 2 Service SRV [choose from SERVICE/SECTION] 3 Division DIV [DEMO HOSPITAL] 4 System SYS [DEMO.MEDSPHERE.COM] 5 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 4 System DEMO.MEDSPHERE.COM ---- Setting Use New Reminder Parameters for System:
DEMO.MEDSPHERE.COM ----USE NEW REMINDER PARAMS: YES//
Step 5: Verify parameters set
LOG INTO EHR as yourself
Select patient
The EHR “sees” and “displays” the GUI configured list of reminders you set for yourself/CAC
Ask another user to LOG INTO EHR
Select patient
The EHR should “sees” and “displays” the GUI configured list of reminders you set for System level (Imm Forecaster)
Beyond the initial set up…
GUI - inactivate
• The new one is put in at a higher sequence
• Can be changed• If no longer used,
remove button puts a – before the reminder but doesn’t “remove” it.
• Hit apply
GUI - Reactivate
• To reactivate a reminder
• Highlight the item with the – sign
• Click Add and it becomes active
• If its LOCKED, only the person placing the lock can remove it
Reminders – Default folder viewORQQPX REMINDER FOLDERS
• This is the possible list• XX Menu: ORQQPX REMINDER FOLDERS
ORQQPX REMINDER FOLDERS may be set for the following:
1 User USR [choose from NEW PERSON] 3 Service SRV [choose from
SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [ORDER ENTRY/RESULTS
REPORTING]---- Setting ORQQPX REMINDER FOLDERS for
System:Visible Reminder Folders: DANEO// ?Visible Folders - D=Due, A=Applicable, N=Not Applicable,
E=Evaluated, O=Other.Visible Reminder Folders: DANEO//
How to set up “Other Categories” folder
• Create category (folder)Add/Edit Reminder Categories
• EHR Menu: REM-PAR-CAT or• CPRS Menu: CA
• Set up who sees what foldersEHR Lookup Categories
• EHR Menu: REM-PAR-LKP• CPRS Menu: CL
Create Categories (folder)
• Can setup your own groups of reminders
• Click on the Reminder Icon
• They show up in the OTHER folder
• Helps delegate work
Create Categories (folders)EHR Menu: REM-PAR-CAT
CPRS Menu- CA• You can add a category of
your choice• Then you add the reminders
that you wish to be in that category
Now set up who sees what folders…
Parameter to add the category to the GUI view EHR Menu: EM-PAR-LKP EHR Look Up Categories CPRS Config Menu: CL – CPRS Lookup Categories XX menu: PXRM CPRS LOOKUP CATEGORIES
• Reminder Categories for Lookup may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [CLINICAL REMINDERS]
Setting Reminder Categories for Lookup for System: demo.ciainformatics.com Select Display Sequence: ? Display Sequence Value ---------------- ----- 1 IMMUNIZATIONS 2 DIABETIC 3 ASTHMA
Additional Set up…
Progress Note HeadersThis is “canned” text that appears in the progress note to let the user know the text came from the
computer***CAUTION*** This changes is for ALL reminders!
EHR Menu: REM-PAR-PNHCPRS Menu: PNXX Menu: PXRM PROGRESS NOTE HEADER
• Progress Note Header may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [CLINICAL REMINDERS] • Enter selection: 6 Package CLINICAL REMINDERS • Parameters set for 'Package' may be replaced if CLINICAL REMINDERS is installed in this account. ------- Setting Progress Note Header for Package: CLINICAL REMINDERS ------- PROGRESS NOTE HEADER: CLINICAL REMINDER ACTIVITY Replace
Default Outside LocationIf documenting data done at an outside location, this parameter allows you to setup a list of choices for your
DialogEHR Menu: REM-PAR-LOCCPRS Menu: OLXX Menu: ORQQPX DEFAULT LOCATIONS
Default Outside Locations may be set for the following: 1 User USR [choose from NEW PERSON] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 5 SYSTEM• Select SYSTEM: DEMO HOSPITAL --------- Setting Default Outside Locations for DEMO HOSPITAL ---------Select Display Sequence: ? Display Sequence Value---------------- -----1 CROW2 CVS PHARMACY3 HEALH DEPARTMENT4 PRIVATE DOCTOR'S OFFICE
Position Reminder Text at CursorEHR Menu: REM-PAR-POSCPRS Menu: PTXX Menu: ORQQPX REMINDER TEXT AT CURSOR
Position Reminder Text at Cursor may be set for the following: 1 User USR [choose from NEW PERSON] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] Enter selection: 5 System demo.ciainformatics.com Setting Position Reminder Text at Cursor for System: demo.ciainformatics.com REMINDER TEXT AT CURSOR: ?
Insert Reminder Dialog Generated Text at Cursor Location. Select one of the following: 0 NO 1 YES REMINDER TEXT AT CURSOR: ?? Allows text generated by a reminder dialog, when processing a reminder, to be inserted at the current cursor location instead of at the bottom of the note.
Person Class
• Reminders uses the Person Class field in the New Person file to determine who can resolve reminders.
• This is part of the edit a user. There are hundreds of person classes.
• Every user just needs to have one
Person Class