MicroMD EMR Tips & Tricks. Presenter: Todd Sizer, EMR Training Specialist

Transcription

1 MicroMD EMR Tips & Tricks Presenter: Todd Sizer, EMR Training Specialist 1

2 WELCOME Tips and Tricks for the EMR This session is designed to show users shortcuts and useful tips to maneuver through their EMR. 2

3 Agenda Time-saving features of the EMR Features EMR users might now know about Time for Q & A 3

4 Batch Basket New Holding Area for faxes, printed items, and updates to the Patient Portal Can be accessed in both the EMR and PM Users can add items to the Batch Basket from many areas of the EMR, including DMS Allows multiple documents to be sent together 4

5 Batch Basket Access Batch Basket from File in top left corner of EMR, or From Desktop/Chart Tools 5

6 Batch Basket Access Batch Basket from File in top left corner of EMR, or From Desktop/Chart Tools 6

7 Batch Basket Select documents and Use the Publish Drop-Down to Fax documents, Publish to the Patient Portal, or Print the documents 7

8 Batch Basket Examples of Areas from Where you can add to the Batch Basket 8

9 Batch Basket 9

10 Practice Wide Patient Alert Notes Able to be created or viewed from either the EMR or the PM Increases communication with all parts of the practice 256 characters maximum Cannot be printed Patient Alert Notes can be used when creating rules in the Rule Manager 10

11 Practice Wide Patient Alert Notes 11

12 Right Click to Change Search Option It doesn t matter which option you have chosen in your reference list search preference... 12

13 Right Click to Change Search Option A right click in a reference list allows a user to change that option on the fly to allow for a completely different search 13

14 New Search Options You can now search a reference list using the And/Or option 14

15 Change the folder the Template Manager opens to Whatever option is chosen in the User Preferences for the Template Manager, when the user accesses the Reference list for the Template Manager, it will open to that fold 15

16 Change the folder the Template Manager opens to For example, when you click load template from within an encounter, it automatically opens to the folder you set as your default. 16

17 Use of Function Keys Within the EMR F1 Opens the Reference Manual from wherever you are in the EMR. F2 Logs a user out and takes you to the Login screen. 17

18 Use of Function Keys Within the EMR F3 Opens the Patient Monitor from certain screens, such as from the Phone Message screen. F6 If on the Desktop, this function will take you back into the previously opened chart. If you have no charts open, it will open the Patient Search Window. 18

19 Use of Function Keys Within the EMR F12 From a Patient Field (such as on Phone Messages), this Function Key will insert the name of the patient whose chart you last accessed. 19

20 Patient Monitor Quick access to important patient information without having to open the chart Allows you to keep your current task open while you look for other information in the chart Can be accessed from multiple areas of the EMR Users can create their own templates for the Patient Monitor and default their own template in User Preferences 20

21 Patient Monitor 21

22 Where you can access the Patient Monitor... Click the question mark icon in the top right corner of any window where you can associate the patient. Be sure you have selected a patient in the window or the monitor cannot open. 22

23 Where you can access the Patient Monitor... Press the F3 function key on your keyboard while on any window where you can associate the patient. Be sure you have selected a patient in the window or the monitor cannot open. 23

24 Where you can access the Patient Monitor... Click the Desktop Tool called Patient Monitor, or if the patient s chart is open, hit the Chart Tool to open the Patient Monitor 24

25 Where you can access the Patient Monitor... In the patient s chart from the Demographics tab 25

26 Where you can access the Patient Monitor... From the Ribbon Bar of an encounter 26

27 Creating a Custom Patient Monitor 27

28 Default Patient Monitor template under User Preferences 28

29 EMR Tips & Tricks Q & A Other resources MicroMD.net User Lounge 29

30 Thank You for Attending 30