September, 2011

September, 2011September, 2011

Physician Electronic Physician Electronic Signature inSignature in

Meditech 5.64.21Meditech 5.64.21

http://www.methodisthealthsystem.org/

ELECTRONIC SIGNATURE (e-SIG)ELECTRONIC SIGNATURE (e-SIG)► All MHS Physicians can request electronic signature privileges All MHS Physicians can request electronic signature privileges

through their respective HIM departments and/ or Medical staff through their respective HIM departments and/ or Medical staff officesoffices

► Any HIM report viewed in “Other Reports” in EMR menu can be Any HIM report viewed in “Other Reports” in EMR menu can be signed electronically 24/7 in hospital and remotely.signed electronically 24/7 in hospital and remotely.

► Includes H&Ps, Discharge summaries, operative reports, and Includes H&Ps, Discharge summaries, operative reports, and consults. consults.

► Can sign and edit documents sequentially or sign at one time.Can sign and edit documents sequentially or sign at one time.

► The same E-SIG can be used in CPOEThe same E-SIG can be used in CPOE

► Unsigned verbal/telephone orders and progress notes still Unsigned verbal/telephone orders and progress notes still require a manual signature at this time in HIM at MDMC and require a manual signature at this time in HIM at MDMC and MCMC.MCMC.

► Electronic Notice of Participation needs to be completed in the Electronic Notice of Participation needs to be completed in the HIM department for authorization of participationHIM department for authorization of participation

2


GETTING STARTEDGETTING STARTED

► Select the Meditech icon Select the Meditech icon on your PCon your PC

► Put in your Meditech Put in your Meditech physician user name and physician user name and hit hit TabTab key key

► Put in your Meditech Put in your Meditech password and hit password and hit TabTab key key

► Last entry is HCIS “LIVE” Last entry is HCIS “LIVE” hit hit EnterEnter to go to to go to Meditech desktopMeditech desktop

3

1

2 2


ASSIGN e-SIG PIN NUMBERASSIGN e-SIG PIN NUMBER► Depending on your role, you may have a different menu to Depending on your role, you may have a different menu to

select than another provider. Menu name shows at “#1” belowselect than another provider. Menu name shows at “#1” below► From “ITS”, go to “Change Password or Create PIN”, then From “ITS”, go to “Change Password or Create PIN”, then

“Create/Change Your e-Sig PIN”“Create/Change Your e-Sig PIN”► From “EMR”, go to “Change Password or Create PIN”, then From “EMR”, go to “Change Password or Create PIN”, then

“Create/Change Your e-Sig PIN”“Create/Change Your e-Sig PIN”

12

3

“ITS”

12 3

“EMR”

4


ASSIGN e-SIG PIN NUMBERASSIGN e-SIG PIN NUMBER► Enter your Meditech passwordEnter your Meditech password► Enter what you want for your New PIN number. It can be Enter what you want for your New PIN number. It can be

four digitsfour digits► Enter twice and click OK Enter twice and click OK ► This will enable your new PIN number for e-SignatureThis will enable your new PIN number for e-Signature

5

► Once your PIN Once your PIN has been filed, has been filed, you will receive you will receive a confirmationa confirmation

1

2

3

4


e-SIGNING DOCUMENTSe-SIGNING DOCUMENTS► Again, depending on your role, you may have a Again, depending on your role, you may have a

different menu to select than another provider. Menu different menu to select than another provider. Menu name shows at “#1” belowname shows at “#1” below

► From ITS, click “Provider”, then follow the From ITS, click “Provider”, then follow the instructions on the next slideinstructions on the next slide

6

“ITS”

12


e-SIGNING DOCUMENTSe-SIGNING DOCUMENTS► This only applies if you got here from the “ITS” menuThis only applies if you got here from the “ITS” menu► Once in the Provider screen, click on “Sign”Once in the Provider screen, click on “Sign”

7


e-SIGNING DOCUMENTSe-SIGNING DOCUMENTS► Again, depending on your role, you may have Again, depending on your role, you may have

a different menu to select than another a different menu to select than another provider. Menu name shows at “#1” belowprovider. Menu name shows at “#1” below

► From “EMR”, click “Sign Documents”From “EMR”, click “Sign Documents”

8

“EMR”

1

2

e-SIGNATURE DOCUMENTS SCREENe-SIGNATURE DOCUMENTS SCREEN► This applies for all usersThis applies for all users► Your patient documents to Your patient documents to

be signed will show in this be signed will show in this windowwindow

► You can:You can: Edit - Allows editing to be doneEdit - Allows editing to be done View - View onlyView - View only Sign – Sign documents with pin Sign – Sign documents with pin

numbernumber Sort – Allows sorting of reportsSort – Allows sorting of reports Unsign – Allows unsigning of Unsign – Allows unsigning of

reportsreports

9

► Signing can be done one at a time or sequentially by placing a Signing can be done one at a time or sequentially by placing a check next to multiple reports to review/sign (most efficient)check next to multiple reports to review/sign (most efficient)

► Each report will show sequentiallyEach report will show sequentially► Your PIN number will be asked once at endYour PIN number will be asked once at end► It is recommended to only select 5 documents at a time to eSignIt is recommended to only select 5 documents at a time to eSign


SEQUENTIAL e-SIGNATURE PROCESSSEQUENTIAL e-SIGNATURE PROCESS► This is recommended as the most efficient processThis is recommended as the most efficient process► Select all patients by clicking the “Select” buttonSelect all patients by clicking the “Select” button► In the pop-up window, click “Check All Documents”, then click In the pop-up window, click “Check All Documents”, then click

“OK”“OK”► Once the system evaluates the reports, click “Sign”Once the system evaluates the reports, click “Sign”

1

23

4

10


SEQUENTIAL e-SIGNATURE PROCESSSEQUENTIAL e-SIGNATURE PROCESS► The report(s) will now displayThe report(s) will now display► If no changes are necessary, click “Sign”, which will place this signed If no changes are necessary, click “Sign”, which will place this signed

document in a queue for later signature PIN number completion at document in a queue for later signature PIN number completion at end of session. If you need to fix the report, click “Edit”end of session. If you need to fix the report, click “Edit”

► You will now be taken to the next document for review…You will now be taken to the next document for review…► Repeat the steps for each reportRepeat the steps for each report

11


SEQUENTIAL e-SIGNATURE PROCESSSEQUENTIAL e-SIGNATURE PROCESS► The number of reports you have reviewed and signed will The number of reports you have reviewed and signed will

show in a pop-up windowshow in a pop-up window► Select “Sign” as a final confirmationSelect “Sign” as a final confirmation► Or “Go Back” if you need to make changes (Edit, Unsign, etc)Or “Go Back” if you need to make changes (Edit, Unsign, etc)► Or “Cancel”Or “Cancel”

12


SEQUENTIAL e-SIGNATURE PROCESSSEQUENTIAL e-SIGNATURE PROCESS► You will now enter your PIN to complete the e-Signature You will now enter your PIN to complete the e-Signature

processprocess

13


CONFIRMATION OF DOCUMENTS SIGNED STATUSCONFIRMATION OF DOCUMENTS SIGNED STATUS► Check the right hand “Signed” column to confirm your Check the right hand “Signed” column to confirm your

documents have an electronic signature, which shows as a documents have an electronic signature, which shows as a “Y”.“Y”.

► EMR will show in Other Reports as Signed status in a few EMR will show in Other Reports as Signed status in a few minutes after completion of signingminutes after completion of signing

Y

14


SEQUENTIAL EDITSSEQUENTIAL EDITS

15

► This is recommended as the most efficient process, and can be This is recommended as the most efficient process, and can be done at the same time as the Sequential Signature process done at the same time as the Sequential Signature process discussed previouslydiscussed previously

► Select all patients by clicking the “Select” buttonSelect all patients by clicking the “Select” button► In the pop-up window, click “Check All Documents”In the pop-up window, click “Check All Documents”► Then once the system evaluates the reports, click “Edit”Then once the system evaluates the reports, click “Edit”

May 2008 15

1

23

4



EDIT REPORT SCREENEDIT REPORT SCREEN► Under description, the first line may either be blank or you Under description, the first line may either be blank or you

may see "Body of Text” (depends on where document was may see "Body of Text” (depends on where document was typed)typed)

► Click in the “Edit” box, and type “Y”Click in the “Edit” box, and type “Y”

16


DOCUMENT EDIT SCREENDOCUMENT EDIT SCREEN

► Edit mode usually has the Edit mode usually has the first line in redfirst line in red

► You can make your You can make your corrections just as in corrections just as in Microsoft WordMicrosoft Word

► For your own benefit you can For your own benefit you can document your corrections document your corrections by selecting format and font by selecting format and font icon at top of menu toolbar icon at top of menu toolbar to make the text to make the text boldbold or or italics etcitalics etc

17


SAVE YOUR EDITSSAVE YOUR EDITS► After making your changes hit the After making your changes hit the

““F12 F12 key” or click the green check on key” or click the green check on the right side of the screen to save the right side of the screen to save your edits. your edits. The “ESC key” exits The “ESC key” exits without saving.without saving.

► Select “Yes”Select “Yes” when prompt asks “File?”when prompt asks “File?”2

3

1

► When returned to When returned to the General Report the General Report Screen (right), click Screen (right), click “Save”“Save”

18


SAVE YOUR EDITSSAVE YOUR EDITS► After saving, Meditech confirms the changes have been filedAfter saving, Meditech confirms the changes have been filed► Select “Close”Select “Close”

19


NEXT EDIT(S)NEXT EDIT(S)► If you had selected multiple reports to edit, the Next report will now If you had selected multiple reports to edit, the Next report will now

be availablebe available► Select “Next”, and the repeat the steps to Edit your document(s)Select “Next”, and the repeat the steps to Edit your document(s)

20

► If you do not wish to continue, you may select “Stop”If you do not wish to continue, you may select “Stop”


VIEW SIGNED DOCUMENT IN EMRVIEW SIGNED DOCUMENT IN EMR► From “ITS”, click “Provider”From “ITS”, click “Provider”► On the “Provider” screen, select “EMR”On the “Provider” screen, select “EMR”► From “EMR”, click “View Patients”From “EMR”, click “View Patients”

2

3

1

“ITS”

“ITS”

2

1

“EMR”

21


VIEW SIGNED DOCUMENT IN EMRVIEW SIGNED DOCUMENT IN EMR► This applies for all usersThis applies for all users► Select the correct Patient, using any of the methods, such as “Recent Access”, “Any Location”, Select the correct Patient, using any of the methods, such as “Recent Access”, “Any Location”,

“Any Record”, etc“Any Record”, etc► Select the correct VisitSelect the correct Visit

1 2

22

VIEW SIGNED DOCUMENT IN EMRVIEW SIGNED DOCUMENT IN EMR► Go to “Other Reports” Go to “Other Reports” ► Select the category at the topSelect the category at the top► Click the “bubble” under “Report” to see the reportClick the “bubble” under “Report” to see the report

23

1

2

3

VIEW SIGNED DOCUMENT IN EMRVIEW SIGNED DOCUMENT IN EMR► Your electronic signature will appear at bottom of document Your electronic signature will appear at bottom of document

with date and time signedwith date and time signed

24

UNSIGN A SIGNED REPORTUNSIGN A SIGNED REPORT► If an important change is missed after a document is signed, If an important change is missed after a document is signed,

you can “UnSign” the document and edit ityou can “UnSign” the document and edit it► Place a check in the checkbox next to the correct Place a check in the checkbox next to the correct

Patient/ReportPatient/Report► Click “UnSign”, and enter your PINClick “UnSign”, and enter your PIN

Y

1

2

3

25

UNSIGN A SIGNED REPORTUNSIGN A SIGNED REPORT► Report returns to draft status in EMR shown by lack of “Y” in Report returns to draft status in EMR shown by lack of “Y” in

signed column on right of sign documents screen.signed column on right of sign documents screen.► You can Edit document by selecting Edit and doing all steps as You can Edit document by selecting Edit and doing all steps as

beforebefore► Re-sign document when you have reviewed your edited Re-sign document when you have reviewed your edited

correctionscorrections

26

SIGNED DOCUMENTS NOT LEAVING SIGNING SIGNED DOCUMENTS NOT LEAVING SIGNING QUEUEQUEUE

► Rarely, a document may go to EMR as signed and will remain on your signing Rarely, a document may go to EMR as signed and will remain on your signing queue, but this is easy to fixqueue, but this is easy to fix

► From “ITS”, go to “Clean Up Sign Documents”From “ITS”, go to “Clean Up Sign Documents”► From “EMR”, go to “Clean Up Sign Documents”From “EMR”, go to “Clean Up Sign Documents”

1

2

1

2

“ITS” “EMR”

27

► This applies to all usersThis applies to all users► Add your Username at “Documents for Provider”, then click OKAdd your Username at “Documents for Provider”, then click OK► This action will not affect status of any of your signed This action will not affect status of any of your signed

documents in EMRdocuments in EMR

28

SIGNED DOCUMENTS NOT LEAVING SIGNING SIGNED DOCUMENTS NOT LEAVING SIGNING QUEUEQUEUE

1

2

3

► It only acts as an It only acts as an electronic nudge to get electronic nudge to get a patient report out a patient report out and off of your “signing and off of your “signing document queue”.document queue”.

► Click “Close”Click “Close”► This prompt indicates This prompt indicates

number of records number of records hung up, and should hung up, and should take all hung up take all hung up records off of your records off of your signing queuesigning queue

► If it does not , contact If it does not , contact HIMHIM

CONCLUSIONCONCLUSION► Congratulations on your completion of the electronic signature moduleCongratulations on your completion of the electronic signature module► You should now be able to change your e-SIG PIN number, Sign reports, Edit reports, You should now be able to change your e-SIG PIN number, Sign reports, Edit reports,

UnSign reports and Clean Up your queueUnSign reports and Clean Up your queue► If you have any further questions please contact the HIM personnel:If you have any further questions please contact the HIM personnel:

Kelly Wauters and Lori McLemore, MCMCKelly Wauters and Lori McLemore, MCMC Jose Ago, MDMCJose Ago, MDMC Jennifer Sayles, MMMCJennifer Sayles, MMMC Valerie Hayes, MRMCValerie Hayes, MRMC

► This document is one of five:This document is one of five: Remote AccessRemote Access Meditech TrainingMeditech Training Physician Consult OrderingPhysician Consult Ordering Electronic Signature (this document)Electronic Signature (this document)

CONTACT INFORMATIONCONTACT INFORMATION► For MDMC, MMMC, MCMC:For MDMC, MMMC, MCMC: MHS Help Desk 214-947-1999MHS Help Desk 214-947-1999 MHS Help desk email: [email protected] Help desk email: [email protected]

► For For MRMC and Bush/RennerMRMC and Bush/Renner:: Methodist Richardson Information Systems Methodist Richardson Information Systems Helpdesk at (972) 498-4756 Helpdesk at (972) 498-4756 MRMC Help desk email: MRMC Help desk email:

[email protected]@richardsonhealth.com

► MHS does not have a team to come to your office to repair MHS does not have a team to come to your office to repair PCs. PCs.

October 2006 30

September, 2011

Documents

Transcript of September, 2011