Harris CareTracker Training Tasks Workbook Clinical Today eprescribing Clinical Tool Bar Health History Panes Progress Notes

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1 Harris CareTracker Training Tasks Workbook Clinical Today eprescribing Clinical Tool Bar Health History Panes Progress Notes Practice Name: Name: / Date Started: Date : Clinical Implementation Specialist: < > Address: < > Office Phone: < > Fax Number: < > 10/19/2015 1

2 Workbook Purpose The purpose of this workbook is to: Test and confirm all Clinical EMR users understanding of features and functionality of each module of Harris CareTracker Guide the user through the sequential training and gradual adoption process for various modules of Harris CareTracker To complete this workbook you may: Print and fill out manually Save to your desktop and enter text Fax or attach to an or ToDo and send to your Implementation Specialist Self-Progression Through EMR Training Follow this process for each EMR training module. Figure /19/2015 2

3 Required EMR Pre-recorded Training (Non-Billable) 1. Complete the pre-recorded training 2. Complete the EMR Training Tasks Workbook for the session Optional EMR Instructor Led Web Training (Non-Billable) Table 1-1 If you... Then... Are unable to complete the associated workbook tasks or would like additional training EMR Training Tasks Workbook Optional EMR Personalized Training (Billable) Table 1-2 If you... Then... Need additional help and want oneon-one training Register for the next scheduled instructor led web training session on the same topic. To register go to Online Training in Help and Click Events Calendar on Quick Links Schedule the one-on-one training with your Clinical Implementation Specialist NOTE: Personalized training additional and billable to the customer. Complete the EMR Training Tasks Workbook EMR Experience - If looking for erx only Certification, please identify to your Implementation Specialist Weekly Project Management Meeting In order to meet Client needs, weekly meetings will be determined individually during the introduction with your Implementation Specialist 10/19/2015 3

4 EMR Training Tasks Workbook Viewing and Registering for EMR Training Sessions Table 1-3 If you want to... Then... View EMR Recorded Training Sessions 1. Access the Harris CareTracker Home screen 2. Click on Help located at the top right corner of the tool bar 3. Click on Training located in row across top of the tool bar 4. Click on the Recorded Training link located under the Training Type column 5. Review the instructions at the top of the screen 6. Click on EMR Recorded Training Session located in the instructions section at the top of the screen. 7. Choose the recorded training session you want to view and click on Recorded Training under the Documents and Links column. 8. Choose either view or download on the Recording Information screen. View the Schedule for Instructor Led Training Sessions Register for Instructor Led Training Sessions 1. Access the Harris CareTracker Home screen 2. Click on Help located at the top right corner of the tool bar 3. Click on Online Training located at the top left corner of the tool bar. 4. Click on Events Calendar link located on Left of Harris CareTraker Provider Community Quick Links column. This allows you to view our monthly training class schedule. 1. Click on Online Training located at the top left corner of the tool bar. 2. Click on Events Calendar link located on Left of Harris CareTracker Provider Community Quick Links column. This allows you to view our monthly training class schedule. 3. Choose the training session you want to view and click on Register to the right of the page 4. Review the training information for that session and enter your information in the appropriate boxes located in the Registration Information section NOTE: Duration of classes vary so please note and plan accordingly (Monday through Friday series are generally 1-2 hours, Tuesday and Thursday Block Training are 2-3 hours each. 10/19/2015 4

5 EMR Training Tasks Workbook Complete the following questions after listening to the Recorded Training Session or after participating in an Instructor Led Training Session to document your competency in each of the training modules. Sign into your Harris CareTracker Database using a TEST Patient, or sign into the Mayflower Training Database. NOTE: If you are going to use your live database please discuss the needed actions with your clinical implementation specialist before proceeding because you do not want to create billable encounters for training. Name of database you are using: 10/19/2015 5

6 Clinical Today Date of Recorded or Instructor Led Training Session: 1. Set up an Encounter (operator) Batch with a provider and resource in the training database selected and that brings you to Clinical Today each time you open Harris CareTracker. 2. Change the view on the Clinical Today screen to show a different Resource and Appt. Date. (hint-filter) 3. Check In a patient & Transfer the same patient to a specific exam room. Name of Patient Room 4. Which of the following items can a patient NOT be searched by (circle one): Nick Name Social Security Number Maiden Name Subscriber ID 5. Which override level is assigned to a user that needs READ ONLY for VIP access? 6. What is an example of a non-patient appointment? 7. When a patient is transferred to a different location the timer restarts. True False 8. A Visit type Encounter will require a signed Progress Note and Visit Capture? True False 9. Change Visit Summary setup to print outgoing referrals. 10. Where is Visit Summary setup located? 11. Where can Open Encounters needing to be addressed be located? 10/19/2015 6

7 Clinical Today 12. Cancel an appointment from the schedule on Clinical Today. 13. How do I clear a Patient in Context? 14. Patient Alerts are accessed where?. 15. The Message Center is comprised of what 3 parts:,, and. 16. How would I see closed ToDo s for past six months? 17. Send a To Do for the checked in patient with an attachment to yourself; type your company name in the body of the To Do; and send one to someone else. 18. Ask someone from your office who is live on PM to send you a ToDo; access it in the ToDo Quick Tasks and send it back to the sender with attachment. 19. Use Check Out to view Patient ToDo(s). 20. Perform a Visit Capture for the patient from the Clinical Today module. Patient Name:, CPT Code:, ICD Code: 21. What background color did the patient on Clinical Today change to after completing this? 22. Where would I check news and announcements that are sent out by Harris CareTracker? 23. Review Quick Tasks for Documents (if any are being scanned at this point) requiring a provider signature and commit these to the patient s record. 24. How would printed Scheduled Charts be used? 10/19/2015 7

8 Clinical Today 25. With now finishing Clinical Today training list in a bullet list how the process would be used in your practice. What questions do you have about Clinical Today for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting> User Signature / Date Implementation Specialist / Date 10/19/2015 8

9 eprescribing Date of Pre-Recorded or Instructor Led Web Training Session: 1. Review Chart Summary on the Health History Pane: Set Filter to All; Change the View to two Column or Chronological; Set the Default to include a component and save the default, change it back to include All. Which item can you not uncheck? ; 2. Go to Problem List on the Health History Pane and add two problems to your test patient. Write in the Patient Name: ; Enter the 1 st Diagnosis, Acute Status, with Onset Date > ; Enter the 2 nd Diagnosis, Inactive Status (& then view on Inactive Filter) > ; Resequence Problem List with 1 st Diagnosis on top of list. Mark List as Reviewed 3. Go to Medications on the Health History Pane and manually add in three medications for the same patient: Enter the 1 st Medication <name of med> Enter the 2 nd Medication (make this med inactive) <name of med> Enter the 3 rd Medication as routed containing the letters epi <name of med> Enter the 4 th Medication as Med Administration containing influenza <name of med> Mark Medication List as Reviewed 10/19/2015 9

10 eprescribing 5. Review Help for steps to obtain medication history from the patient s Pharmacy Benefit Manager (cannot perform this in a training database.) Figure 1-2. Answer the following: 1. Patient medication history is available if the patient was on the schedule for a visit today when the automatic check is performed overnight. True False 10/19/

11 eprescribing 2. Five items are required by RX Hub in order to pull a patient s RX history. They are: (Check 5) Patient s DOB Full address Patient ethnicity Set patient s consent to yes Patient language Select a PCP or referring provider Accurate insurance 1. Patient Medication History can be manually obtained clicking as many times as necessary, using the Request Med History button in the Medication Health History Pane. True False 2. Go to Allergies on the Health History Pane and add in two allergies for the test patient identified above: Add No Known Allergies Enter an allergy to aspirin with a reaction of other and add a note to document the type of reaction, once completed inactivate allergy Enter an allergy that is not listed and add note Mark Allergy List as Reviewed 5. Launch the Prescription Writer icon on the Clinical Toolbar, and create a new encounter, using type = New Rx Add five new prescriptions under your test patient. Use medications you would normally prescribe and save both the Med and the Sig to your favorites list. Change action to record on one Medication Add Pharmacy Note to one medication. Review Patient Education for one medication. Verify above meds are on NEW RX Task list. Complete eprescribing 10/19/

12 Enter a sample given to the patient and log o o o o Manufacturer Lot Number Number Dispensed Expiration Date When all are saved on the screen list, click remove for each one Name of Medication Complete Sig / Direction Information 3. Order medication # 1 from your Favorites list and Add this medication with a different Sig: Save this 2 nd Sig as a favorite. Save and print this as a prescription. Enter the 2 nd Sig assigned to the med 4. Order the same medication again from the Favorites list and Add this medication with a 3 rd Sig that you create by editing the 2 nd Sig from the drop down in the Sig text box. Save this 3 rd Sig as a favorite Enter the 3 rd self edited Sig assigned to the med:. Remove 3 rd Sig from favorite on medication. 5. Open your Favorites list and: Sort the list to be alphabetical The first medication on top of the list now is: Remove a medication from favorites list. 6. Set your Provider Screening Severity Level to 2 (major) Suppress precautionary Screening. Observe how the screening information presented has changed when you now go and write a new Prescription. eprescribing 10/19/

13 Miscellaneous eprescribing Questions 1. How many new prescriptions do you need to send to Surescripts before you will receive refills? 2. You must complete refills within hours, over 3 consecutive months, and maintain a 90% average or you risk having Surescripts deactivate your account. 3. What menu / area do you go to in order to copy the Favorite list from one physician to another? (Hint: Administration>Clinical>...) 4. How do you write a prescription for a patient who calls in and who is not on the schedule? 5. What type of encounter should you choose to complete question # 4? 6. How would you manage a renewal request for a patient that comes in while you are covering for another provider in your practice? 7. Explain the two ways you can obtain Medication History and have it added to the patient s medical record? (Hint: One is manual and the other is automatic) 8. What are the two locations that Saved prescriptions, when created through the Rx Writer be found? (Hint: one is a clinical dashboard & other is part of medical record) and 9. Once Electronic Refills are received where will they be listed? 10. How do I change a pharmacy on a refill request? 11. If the Renewal is for a Schedule 2 Narcotic that you want to refill, what steps do you need to take with the electronic refill request?. How would you create the prescription? 12. Where will a failed RX transmission appear? 13. If a patient has a preferred pharmacy entered and the doctor also has favorite pharmacies entered, which pharmacies will display in the drop down list for the prescription writer? 14. If you have a clinician in your office creating and saving scripts for you to approve and send to the pharmacy where will you find these save scripts? 15. How do you reorder multiple meds at one time? 10/19/

14 eprescribing 16. How do I inactivate multiple meds at one time? 17. To use the Dosage Calculator what must be entered into chart? What questions do you have about eprescribing for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting> User Signature / Date Implementation Specialist / Date Clinical Toolbar 10/19/

15 Date of Pre-Recorded or Instructor Lead Training Session: Add three new Orders under your test patient in your system; print at least one. Name of Test Patient is: 1. Add at least one ABN to a lab order. 2. As you create orders make each lab test ordered a Favorite. Name of lab test ordered: Name of lab test ordered: Name of lab test ordered: Add multiple diagnosis to each test and resequence order of the diagnosis 3. Manage provider Favorites; put the list in alphabetical order. 4. Add Defaults to each of the three favorite tests for fasting, urgency, ABN. 5. Add test note to one of the three favorites. 6. Add three new Imaging orders under your test patient, print at least one, make one a favorite, and send a ToDo to yourself with the order attached. Name of imaging test: Name of imaging test: Name of imaging test: Add test note to one test. Add multiple diagnosis to test and resequence order of the diagnosis Clinical Toolbar 10/19/

16 7. Create one Order Set that is a real set you would use in your practice. Where else can you do this? Name of your set: Lab in your order set: Imaging Study in your order set: Medication in your order set: Procedure in your order set: Attach Diagnosis to Order Set: Add Recall in your order set: Order a complete Order Set for your test patient. Patient Name: Order a partial Order Set for your test patient. Patient Name: 8. Can a Patient Registry be added to an Order Set? Yes No 9. If the electronic result demographics don t match with a patient in the database, what is the displayed along with the lab result? 10. Where would you find a new electronic Lab Result? 11. What do you do to match the result to a patient? 12. What do Results in red indicate? 13. Do you need to sign an electronic lab result? Yes No 14. How can I sign more than one result at a time? 15. Where will you find the result after a signature? 16. Once a lab result is signed, is there any other task associated with it? Yes No If Yes, what? 17. In what two locations can you find incomplete orders? 18. What does a date in red on incomplete order mean? 19. How is an order completed or linked with a result? Clinical Toolbar 10/19/

17 20. Add an Immunization administered during the office visit today. 1) Name of Patient and Immunization: 2) Order another Immunization and marked refused. 21. Attach a document to the results section of the patient s record. 22. Scan or attach a document to the results section of the patient s record if you have a scanner available. Then scan or attaché a document with the global clinical sub-type of orders and check the radio button to create an order. Locate this order in your patient s record. Scan Attachment 23. Where would you find the existing Clinical Letters in Harris CareTracker? (hint Admin>Clinical) 24. Once you have created or pulled a letter from the templates available, how do you add it to your favorites from the Clinical Toolbar icon? : 25. Prior to saving a letter to a patient s record, you cannot change data or fields in that letter? True False 26. Where would you go to add your own practice specific patient education and then where would you find it? 27. Add a ToDo using the icon. 28. Add a Recall for 12 months 29. Where would you find the Patient s next appointment? 30. Add an outgoing Referral and insure it is listed as a Transition of Care. 31. Use Quick Tasks to sign off scanned Incoming Documents. What questions do you have about Clinical Toolbar for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting> User Signature / Date Health History Panes Pre-Recorded or Instructor Lead Training Session: Implementation Specialist /Date 10/19/

18 1. From the Health History Pane Inactivate a problem in the Problem list and Mark Problem List Reviewed. 2. Access Medications to get the medication history for the patient. (you will only have results for a live patient, but should receive an error on the test patient). 3. Discontinue a medication; complete another medication. Mark Medication List Reviewed. 4. Access Med Administration and enter the required information and link to a diagnosis. Ex: Cortisone injection 5. Access Immunizations to add two historical immunizations to your test patient identified above: 1 st Immunization was and add a refusal reason of Patient Decision 2 nd Immunization: Add a Flu Shot to the test patient and document given at Health Fair. 6. Access Vital Signs and record the vital signs for your test patient and save them; display a weight graph, then change to a height graph from within the graph model. 7. Record 3 Home Monitoring Vital Signs for patient with different dates and times. 8. While practicing or training in your live database what Encounter Type should you choose to practice on? 9. Is this Encounter Type billable? Yes / No 10. Go to Referral and complete open referral. 11. Go to Results and link result to Open Order. Health History Panes 12. Change interval date for one Pt Care Management item. 10/19/

19 13. Add patient to one High Risk Registry. 14. Access the Health History Pane to familiarize yourself with Progress Notes, Encounters, Orders / Referrals, Results, Correspondence, & Pt Care Management and the filters for each. What questions do you have about Health History Panes for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting> User Signature / Date Implementation Specialist / Date Progress Notes Pre-Recorded or Instructor Lead Training Session: 10/19/

20 1. Please save the guideline templates listed below and save them to your Favorites list: Nursing Note Where in the list did you find this template? Injection Record Where found? Coumadin Tracking Where found? SOAP Where found? Dictation Where found? IM Option 3 V18 w/ A&P tool * Where found? (*Leave this template selected as the one you will use for this exercise) 2. Practice each method of data entry for Progress Notes. Typing: Test Patient Name & Date of Note: ; Free Text : Type in the HPI; Save the Note Point & Click using IM Option 3 V 18 w/ A&P tool: o Enter test patient name & date of Note: o Click on HX and add notes to Hospitalization and Medical History. o Click on ROS and apply the Global +/- as a shortcut; override at least one global selection. o Use Finding Details and add information to the comments box. o Use Pop-Up and add information. o Add Physical Exam and apply Global +/- as a shortcut; override at least one global selection. o Click on Test and add in-house test result. Access electronic results and review. o After updating each section of the Progress Note, click on Save so the data will transfer to filter into the narrative section. o Access the underlined hyperlink in the narrative and edit or delete the saved information. o Select, search for, or free type the diagnosis on the Assessment tab. o Access the Plan tab; select or check boxes; type in Plan. Progress Notes o Add a Prescription via link or icon: save & find this in your narrative. (left side) o Add a Lab order via link or icon o Add a Recall order via link or icon for 2 weeks 10/19/

21 o Add Patient Education via link or icon Using Dictation: If Applicable o Enter test patient name & date of Note: o Practice dictating a Note; make sure you see it in your Quick Tasks in Clinical Today. o Transcribe the dictated note. o Check that the transcribed note shows in your Unsigned Notes. o Now sign the Note; unsign; resign the note. Not Applicable All Using Dragon: (If Available) o Enter test patient name and date of note. o Make sure you are using the medical version of Dragon. o Install the application with recommended settings & test the application prior to seeing the patient o Choose a template and a patient and create a Progress Note using Dragon in all the text boxes. Not Applicable All Using Quick Text: Enter the test patient name and date of note: Create Quick Text; create appropriate entry with a tab stop choice <[left,right,both]>, place cursor before and add it to your Company or Group. Pull in a Quick Text entry from the library, set scope to company, and assign to auto abbreviation. Name of Quick Text added: Edit Quick Text to include Auto Abbreviation, save and then test in template; type in abbreviation and then press Ctrl and the space bar. All Progress Notes 3. Sign your Note: Enter the test patient name and date of note: 10/19/

22 Add an addendum to the note in Progress Notes. Print the Note All 4. Send a Progress Note ToDo after the Note is signed. 5. Access the Progress Note template list and determine which templates you will use; Remove the favorites added earlier and put those you will use in your practice as your Favorites: My Favorite Templates are: ; ; Make one of the above templates your default template, which one?: 6. Monitor Quick Tasks for Unsigned Notes and Untranscribed Notes. 7. Complete Visit Capture for your patient. After you are done with the patient visit and you captured the visit, what icon will show next to patient name on Clinical Today? 8. Print the Visit Summary for the patient and attach to your workbook to return to IS. 9. Where are two places I can see notes that need to be co-signed? 10. Where would you locate the Harris CareTracker Task Sheet? How should you use this Task Sheet? 11. Your patient has requested an Electronic Copy of their Health Record. How do you create one and give it to them? What questions do you have about Progress Notes for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting> User Signature / Date Implementation Specialist / Date Goal for Transition to Support Date: 10/19/

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