Soarian Clinicals Training Manual. For Current Nursing Staff Migrating From Siemens NetAccess to Soarian Clinicals

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1 Soarian Clinicals Training Manual For Current Nursing Staff Migrating From Siemens NetAccess to Soarian Clinicals Prepared By: Amelia Griggs Information Management Siemens Health Services at Holy Redeemer Health System Revised 02/26/2007

2 Soarian Clinicals Training Manual Table of Contents A. Objectives... 4 B. Login... 5 C. The Portal Screen How to Select/Change Your Default Nurse Station Alerts and How to Use Them...11 D. Selecting/Searching For a Patient E. Patient Specific Screens and Patient Header 18 F. Viewing Results G. Assessments The Charting Screen Entering An Assessment Adding a Note Within an Assessment Viewing An Assessment Editing An Assessment To Mark An Assessment Erroneous Demand Printing Of An Assessment...39 Prepared by Siemens Health Services at Holy Redeemer Health System 2

3 H. External Links to Other Applications Non-Patient Specific External Links HRH Help Desk Holy Redeemer Intranet IV WL Print Micro Medex PACS/Magic Web Demo Patient Options Print Reports Menu SAP Scoring Tool Softmed Feedback Form: Unit Census...51 Patient Specific External Links: ADT Options Chart View Clinical Info Ht Wt & Allergies Display Assessments Prior to Live Display Orders Enter/Modify Orders Enter Allergies Enter Verbal/Phone Orders Financial Options IP Options OP/OBV Options PACS/Magic Web Print Blank MAR Print Facesheet Print IV WL Print Kardex Worklist Print Med/IV Summary Print Patient Kardex RX Options...62 Prepared by Siemens Health Services at Holy Redeemer Health System 3

4 Objectives After completing this class, you should understand and be familiar with the following functions: o Login and Navigation o Portal Screen components o Selecting/Searching for a Patient o Patient Specific Screens and Patient Header o Viewing Results o Entering and Viewing Assessments o External Links to Other Applications Prepared by Siemens Health Services at Holy Redeemer Health System 4

5 A. Login 1. Siemen s Soarian Clinicals can be launched via link on the Intranet left frame link entitled Soarian Clinicals Live System. For the purposes of this class, we will be using the test/training system. The Test system can be launched via the link entitled Soarian Clinicals Test System. 2. Login screen will appear: 3. After launching Soarian Clinicals for the first time, you can add the icon to you computer desktop by clicking File, Send, Shortcut to Desktop. 4. Enter your assigned Soarian Clinicals username in the Username field (training logins are NSG1 through NSG12); press the <TAB> key to advance to next field or click in the Password field using your mouse. Enter your password in the Password field. For security purposes, all characters entered display as asterisks. The password for the test system is: password. 5. For the purpose of this class, you will not be changing your password. For future reference, to change your password, you would click in the Change Password checkbox. You would then enter your current password and a new password twice to confirm. Proceed to step 6. below. 6. Press the ENTER key or click the Login button. If your username and password are valid, the main screen displays. (See Portal screen in next section). Prepared by Siemens Health Services at Holy Redeemer Health System 5

6 If you forget your password, contact the helpdesk or your system administrator. The Helpdesk analyst can reset your password to the system default. Note: The username and password fields are case-sensitive. Use lower case for both your login and password. Hint: Press F11 to enlarge screen (switches to Full Screen mode). Press F11 again to return to normal screen. Prepared by Siemens Health Services at Holy Redeemer Health System 6

7 B. The Portal Screen The Portal enables you to view information across patient records. Relevant worklists appear on the left-hand side and patients that belong to your census appear on the right-hand side. As you move the cursor around the Portal, tool-tips display to describe each icon. Also, the cursor changes from an arrow to a hand symbol anywhere you can click to display additional information or to be taken to the appropriate workflow. The top left-hand corner displays the name of the user who is currently logged in. The nurse station, which is displayed after the user name, is defined based on your login. By clicking on the nurse station (example: 2S as pictured above), you can change the nurse station as needed to view patient census on a different unit. Listed below are various components and descriptions of the Portal screen. Prepared by Siemens Health Services at Holy Redeemer Health System 7

8 Portal Screen Components and Descriptions: Soarian Common Functions Descriptions: ICDS Rules Engine External Links to Other Applications User Preferences Configuration (ADMIN ONLY) Find Tool (Search for Patient) Print Reports Soarian Help Log Off Select to View Outpatients in Census Assign Patients to your Census Refresh (Refreshed Census from Portal Screen) Prepared by Siemens Health Services at Holy Redeemer Health System 8

9 1. How to Select/Change Your Default Nurse Station The first time you login, you may be prompted to select a nurse station. If your nurse station is already selected, from the Portal Screen, you would click on your selected nurse station as follows: The Entity Selection dialog box will display. Click on the little door icon to display nurse stations: Nurse stations will display. Click on nurse station to select and click OK: Prepared by Siemens Health Services at Holy Redeemer Health System 9

10 After selecting a different nurse station, the Portal screen will show the new nurse station and the patient census for the selected nurse station: The selected nurse station will remain until you change to a different nurse station. Prepared by Siemens Health Services at Holy Redeemer Health System 10

11 2. Alerts and How to Use Them PLEASE NOTE that alerts are time-controlled and may not be visable in the test system. To open and view all alerts click on the triangle at the center of the alerts section: Prepared by Siemens Health Services at Holy Redeemer Health System 11

12 Some alerts have an action built into them. In this case since the admission assessment is not complete on this patient, clicking on it will take you to the chart assessment screen. Prepared by Siemens Health Services at Holy Redeemer Health System 12

13 Census Patient Details From the Portal, if you click on a patient name, details will display. Example: Descriptions of icons and symbols are displayed below: ---- Continued on next page ---- Prepared by Siemens Health Services at Holy Redeemer Health System 13

14 Prepared by Siemens Health Services at Holy Redeemer Health System 14

15 C. Selecting/Searching For a Patient 1. From the portal screen, you may select a patient from your census list to view details, or click on the icon to the right of the patient name to proceed to the patient record, or you may use the Find Tool to search for a patient. All the methods are described below: a. From your census listing, to select a patient and view details, you would click on the patient name. b. From your census listing, to select a patient and proceed to the Patient Record, you would click on the icon to the right of the patient name: Prepared by Siemens Health Services at Holy Redeemer Health System 15

16 c. To locate a patient who is not on your census listing, use the Find Tool to search for a patient. 1.) From the Portal, click on the Find Tool. 2.) Find Tool dialog box displays. 3.) Enter patient last name in the Last Name field and Gender (First Name can also be entered for more specific search). 4.) Click Find. NOTE: DON T USE MEDICAL RECORD # TO SEARCH, THIS IS NOT VISIT SPECIFIC Prepared by Siemens Health Services at Holy Redeemer Health System 16

17 5.) Patient names matching the criteria display at bottom of screen: 6.) Click to select patient. 7.) To view the Patient Record, click the View Patient Record button at the bottom left of the screen. The Add to Census button would be used to add the patient to your census. PLEASE NOTE: The Admit button on the bottom of the Find Tool dialog box should NOT be used. It will appear dim (disabled) at this time. Prepared by Siemens Health Services at Holy Redeemer Health System 17

18 D. Patient Specific Screens and Patient Header 1. From the Portal, select your patient using one of the methods in section D. above. 2. Navigate to the Patient Record screen. The following is an example of one of the patient specific screens, Patient Record. Included below is a description of the screen components: The patient header appears in the upper section of patient specific screens. Patient Header icons, components and descriptions: Prepared by Siemens Health Services at Holy Redeemer Health System 18

19 Prepared by Siemens Health Services at Holy Redeemer Health System 19

20 Prepared by Siemens Health Services at Holy Redeemer Health System 20

21 E. Viewing Results 1. From the Portal, select your patient using one of the methods in section D. above. 2. If needed, select to View Patient Record. The patient specific screen should be displayed. Example: In the example above, the patient s Laboratory results are displayed for up to the Last 12 Occurrences. Results can be displayed for date range, time range or last 12 occurrences. You would click on one of the circled descriptions pictured above to change the displayed selection. The Patient Record icon on the upper right portion of the screen will have an orange background. Prepared by Siemens Health Services at Holy Redeemer Health System 21

22 The following is a description of various indicators on the Patient Record, including general indicators and indicators for View Results: ADDITIONAL EXAMPLES: Long captioned data : Prepared by Siemens Health Services at Holy Redeemer Health System 22

23 In this example, clicking on this symbol will display results information. Red icon indicates critical or abnormal high or low. Prepared by Siemens Health Services at Holy Redeemer Health System 23

24 F. Assessments 1. The Charting Screen The Charting screen is accessible from the following two workflows: From the Portal screen, click on a patient in the census and then click on the Charting icon From the Patient screen, click on Charting icon on the upper right of the screen: Prepared by Siemens Health Services at Holy Redeemer Health System 24

25 The following describes the components on the Charting screen: - Continued on next page - Prepared by Siemens Health Services at Holy Redeemer Health System 25

26 2. Entering An Assessment The following are the steps to following to enter an assessment: a. From the Charting screen, select Assessments from the left frame: b. Next, select assessment type from the right side of the screen: Prepared by Siemens Health Services at Holy Redeemer Health System 26

27 c. Next, click to select the running man icon on the bottom right: d. The next series of screens will include: Radio buttons used to select questions to be answered Pull-down menu selections Text fields for entry After completing a screen, be sure to scroll downward to review and complete as needed. To continue to the next category (chapter), you would click on the next chapter on the left inner bar: Prepared by Siemens Health Services at Holy Redeemer Health System 27

28 e. Red triangle will appear next to chapter name if not completed. Required fields will be designated in pink Be sure to scroll down and to the right on screens which exceed the screen width. In the screen print above, there is more information to the right and below. After scrolling downward and to the right, the chapter names may only partially be displayed. You may need to use both the inner and outer horizontal and vertical scroll bar as needed. Example: Remember to save your assessment when you re finished! Prepared by Siemens Health Services at Holy Redeemer Health System 28

29 3. Adding a Note Within an Assessment a. Click on the Add a Note icon: b. Add any free text then click on save c. The information box below states that the note is attached to the assessment that is being done and will be saved when the assessment itself is saved. Prepared by Siemens Health Services at Holy Redeemer Health System 29

30 4. Viewing An Assessment Assessment information will be displayed. Use drop-down menu on left and date range and other selections above to change as needed to view different assessments. Prepared by Siemens Health Services at Holy Redeemer Health System 30

31 5. Editing An Assessment a. From the Patient Record, select the assessment that needs to be edited (initial steps are the same as viewing as assessment covered in section 4. above). Example: b. Double click on data that needs to be changed: Prepared by Siemens Health Services at Holy Redeemer Health System 31

32 c. Click on the View tab: d. Click on the Edit button: Prepared by Siemens Health Services at Holy Redeemer Health System 32

33 e. Change the value as needed, then click on the Save button f. Document the reason for the revision and click the OK button Prepared by Siemens Health Services at Holy Redeemer Health System 33

34 g. Note that if the history tab is then selected, information about the revision is documented including Revision Date and time, Changed By and the Reason for the change. h. On the patient record, the data now has a yellow triangle indicating that this data has been revised. Prepared by Siemens Health Services at Holy Redeemer Health System 34

35 6. To Mark An Assessment Erroneous a. Go to patient record and view the assessment which needs to be marked erroneous. b. Double click on any data element. c. On the screen above, click on the VIEW tab Prepared by Siemens Health Services at Holy Redeemer Health System 35

36 d. Use the vertical scroll bar and slide down the bar until you can see the edit button. e. Click on EDIT Prepared by Siemens Health Services at Holy Redeemer Health System 36

37 f. Change the status to Erroneous. g. Click the Save button. Prepared by Siemens Health Services at Holy Redeemer Health System 37

38 h. Type in the reason why this assessment needs to be marked erroneous and click OK The Assessment will now be marked as erroneous and the reason and who tagged it as erroneous will be saved in the data base. Prepared by Siemens Health Services at Holy Redeemer Health System 38

39 7. Demand Printing Of An Assessment a. View the assessment which needs to be printed in the Patient Record b. Double click on any piece of data then when the box below comes up c. Click on View tab. Prepared by Siemens Health Services at Holy Redeemer Health System 39

40 d. Click on Print button, and a print dialog window comes up. e. Click on the drop down box and pick the printer where the assessment will be printed f. Then click on Print button to print. Prepared by Siemens Health Services at Holy Redeemer Health System 40

41 G. External Links to Other Applications 1. From main portal screen, click on the links icon at upper right: 2. Menu will display: Prepared by Siemens Health Services at Holy Redeemer Health System 41

42 The items on this menu are links to non-patient specific external applications, including links to websites, other applications and NetAccess functions. When you click on a link to a NetAccess function, it will open in a new window. PLEASE NOTE: You will be closing the additional window to return to Soarian. Non-Patient Specific External Links 1. HRH Help Desk The HRH Help Desk is for non-urgent requests. Complete the online form and click Send to submit request to the Helpdesk . Request needing immediate attention should be called to the helpdesk. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 42

43 2. Holy Redeemer Intranet The Holy Redeemer Intranet link will launch Internet Explorer and the Holy Redeemer Intranet will display. The Intranet is a localized website (can only be viewed on the HRHS network) which provides various reference material for employees, including online Education, HIPAA information, Human Resource links, Medical Reference links and more. For a description of all links, click Help, Index of Links. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. 3. IV WL Print The IV WL Print link is for printing the IV Worklist (can only be printed after 11pm). To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 43

44 4. Micro Medex The Micro Medex link provides access to a series of Medical Knowledgebases. The main window provides a link to Quick Reference Card, User Guide and Training Videos. To proceed to Micromedex, you would click on the top link to access the Internet site, or click on the link at bottom entitled Go to Micromedex. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. From the main Micromedex screen, click on Micromedex Healthcare Series on upper right to begin your search. Prepared by Siemens Health Services at Holy Redeemer Health System 44

45 5. PACS/Magic Web Demo The PACS/Magic Web Demo will launch a PowerPoint style demo on Magic Web application for viewing radiology images. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. 6. Patient Options The Patient Options link launches the corresponding OAS/Gold/NetAccess menu for the available options including the following: MEDICAL RECORD REQUESTS As of 2/04, this function is still being used to request old medical records. It would allow you to send a message to Medical Records to request a recent discharge to be retrieved for use in patient care. The message will print on the Medical Records printer. Medical Records would reply that the record is available for them to pickup from the Med. Rec. Dept, or if the record is online, they would communicate that the record is available for viewing on virtual medical records system (separate login and password needed for Virtual Medical Records; this is assigned by Medical Records). REGISTRATION OPTIONS: (Check with your supervisor for specific registration procedures) MOM/BABY REG/ER REG -For use in LDR for registration of mom and baby ADM REGISTRATION - If authorized, will branch to Admission Registration menu ER REGISTRATION - If authorized, will branch to ER Registration menu OPT REGISTRATION - If authorized, will branch to OP Registration menu Prepared by Siemens Health Services at Holy Redeemer Health System 45

46 Patient Options sample screen print: When finished with the options on this menu, and return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 46

47 7. Print Reports Menu The Print Reports Menu link displays the following OAS/GOLD/NetAccess menu: REPORT DESCRIPTIONS: PATIENT NAME LIST - The Patient Name List prints a list of all inpatients and data on those patients from the Nurse, Room, and Bed segments of the Active Patient Data File. Use this pathway to obtain a hard-copy report of patient names. INPATIENT REPORT WITH CURRENT DIAGNOSIS - This pathway prints a list of patients who have been admitted to the hospital. This report also contains information about each patient (nurse station, room and bed, current diagnosis, patient number, patient status). NURSE STATION CENSUS/BED LISTING - This pathway prints a list of all inpatients and data on those patients from the Active Patient Data File. Use this pathway to obtain a hard-copy report of Nurse Station Census/Bed Listing. HOSPITAL SERVICE CENSUS/BED LISTING - This pathway prints a list of all inpatients and data on those patients from the Active Patient Data File. Use this pathway to obtain a hard-copy report of Hospital Service Census/Bed Listing. SCHEDULED ADMISSIONS - This pathway prints a list of patients who are scheduled to be admitted to the hospital. NURSING WORKSHEET I - This pathway prints a list of patients on a desired nurse station with the patient name and room number listed. NURSING WORKSHEET II - This pathway is the same as above, except that lines or columns appear. Often used for taking report. Prepared by Siemens Health Services at Holy Redeemer Health System 47

48 MISCELLANEOUS CENSUS REPORTS - Allows you to print various reports depending on the information you request. IV TEAM WORKSHEET II - Patient names sorted by bed with blank lines to write on; used by nursing ( nurse aides to write down VS ) CRITICAL PATH/TEACHING/VENT SHEET - * CONTACT/CONDITION/NURSE TO CALL - * INPATIENT REPORT DIABETIC LISTING - * TRANSPORT SERVICES WORKSHEET - * KARDEX Patient history information including all active orders, results etc. KARDEX WORKLIST - Same as above but without results- used by nurse aides for information CARE MGT INSURANCE REPORT Patient insurance report used by Care Management *Additional report(s) are available but may not be used at this time. Check with your nursing supervisor to determine what reports need to be printed. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 48

49 8. SAP Scoring Tool The SAP Scoring Tool link is for scoring of severity and mortality of pts in ICU. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 49

50 9. Softmed Feedback Form: The Softmed Feedback Form link is an online form used to communicate to Health Information Management (HIM) any problems identified with the quality or accuracy of a scanned document. The Submit Form button at the bottom of the screen submits the information via to HIM representative. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 50

51 10. Unit Census The Unit Census link displays the following OAS/GOLD/NetAccess screen. From the Nurse Stations at a Glance screen, to view census, you would click to select a nurse station and click on Census at the bottom of the screen. To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 51

52 Patient Specific External Links: After select patient, in the patient header, there is a second place for External links, via icon in the Patient Header. From the Patient Portal screen, top header area, click the icon for Patient Specific External Applications: The following menu will display: Scrolling downward via the vertical scrollbar will display the remaining items in the menu: Descriptions of the patient specific external applications are listed below. Prepared by Siemens Health Services at Holy Redeemer Health System 52

53 1. ADT Options The ADT Options link displays the following OAS Gold/NetAccess menu. This pathway allows for various inpatient and outpatient admission, discharge and transfer options: Proceed as you normally would in OAS Gold/NetAccess environment. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 2. Chart View The Chart View link allows access to online patient chart information. Proceed as you normally would in ChartView functions. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 53

54 3. Clinical Info Ht Wt & Allergies The Clinical Info Ht Wt & Allergies link displays the following NetAccess screen for review of height, weight and allergy information: To return to Soarian, you would close the window by clicking on the X in the upper right of the window. 4. Display Assessments Prior to Live The Display Assessments Prior to Live link can be used to display patient assessments prior to go live. This is for when documentation is switched over from Gold/NetAccess to Soarian. Prepared by Siemens Health Services at Holy Redeemer Health System 54

55 5. Display Orders The Display Orders link displays the following NetAccess screen for review. This pathway displays orders and order occurrences for a specific patient To return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 55

56 6. Enter/Modify Orders The Enter/Modify Orders link displays the following NetAccess screen for order entry: Proceed as you normally would to enter or modify orders. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. If you try to exit without saving, the above message will be displayed. Remember to save your work before exiting. Prepared by Siemens Health Services at Holy Redeemer Health System 56

57 7. Enter Allergies The Enter Allergies link displays the following NetAccess screen for entering allergies: Proceed as you normally would to enter allergies. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 8. Enter Verbal/Phone Orders The Enter Verbal/Phone Orders link displays the same NetAccess screen for order entry as pictured above in step 6. Proceed as you normally would to enter or modify verbal/phone orders. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 57

58 9. Financial Options The Financial Options link displays the following OAS Gold/NetAccess Proceed as you normally would for Financial Functions. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 10. IP Options The IP Options link displays the OAS Gold/NetAccess screen for Other Inpatient Options as follows: Proceed as you normally would for viewing pt. info or reprinting forms. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 58

59 11. OP/OBV Options The OP/OBV Options link displays the OAS Gold/NetAccess screen for viewing and reprinting for Outpatient/Observation patient functions. All options are similar to the IP OPTIONS menu above in step 10, except this menu is for OP/OBV patients. 12. PACS/Magic Web The PACS/Magic Web link launches the Magic Web application for viewing radiology images online. For an introduction of Magic Web, see the links on bottom of Intranet left frame for Magic Web Introduction and Pocket Guide Reference. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 59

60 13. Print Blank MAR The Print Blank MAR link displays the OAS Gold/NetAccess screen for printing a blank routine or PRN MAR: When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 14. Print Facesheet The Print Facesheet link generates reprint of the patient facesheet and the following message displays: When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 60

61 15. Print IV WL The Print IV WL link can be used to generate patient IV Worklists from 11pm- 8:15am. If you attempt to print outside the time window, the following message will display: 16. Print Kardex Worklist The Print Kardex Worklist link generates the Kardex Worklist printout and the following message displays: When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 17. Print Med/IV Summary The Print Med/IV Summary link generates the Med/IV Summary and the following message displays: When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. Prepared by Siemens Health Services at Holy Redeemer Health System 61

62 18. Print Patient Kardex The Print Patient Kardex link generates the patient kardex report and the following message displays: When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. 19. RX Options The RX Options link displays the OAS Gold/NetAccess screen for RX Options: Proceed as you normally would for RX Options. When finished, to return to Soarian, you would close the window by clicking on the X in the upper right of the window. SoarianClinicalsTrainingManual_FINAL.DOC agriggs 05/04/2007 9:57 AM Prepared by Siemens Health Services at Holy Redeemer Health System 62

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