Using Toolbars to improve clinic efficiency. Cheryl Reid & John Swekla Members of the TELUS Team

Transcription

1 Using Toolbars to improve clinic efficiency Cheryl Reid & John Swekla Members of the TELUS Team

2 Our goal today Demystify the creation of Toolbars in PS Suite and demonstrate how you can increase your clinic s workflow efficiency through the use of Toolbars in your clinic 2 PS Suite User Conference 2015

3 Our goal today 1. Demonstrate how Toolbars streamline clinical workflow 2. Show how to configure Toolbars for patients 3. Introduce our updated Toolbar template 4. Ease concerns about creating your own Toolbars 5. Get you to start using Toolbars today 3 PS Suite User Conference 2015

4 Our goal today This is not a training session This is not a needs-analysis review of clinical workflow This is not a one-size fits-all solution This is a presentation about how Toolbars can extend the power of PS Suite in a way that is best suited to your individual needs and using your existing content. 4 PS Suite User Conference 2015

5 What is a Toolbar? Smart, easy to use panel, configurable by PS Suite users providing one click access to existing content and functionality in your EMR 5 PS Suite User Conference 2015

6 What is a Toolbar? Toolbars are decision support management tools Focused on the patient Integrated into the chart Efficient for the provider 6 PS Suite User Conference 2015

7 1 Streamline clinical workflow

8 Streamline clinical workflow New patient Sally Sweet-Tooth is a 42 year old diabetic female who presents with complaints of headaches and blurred vision 8 PS Suite User Conference 2015

9 Streamline clinical workflow Patient history Record vitals Review / adjust medication Lab requisition Preventive care Patient education Dietitian referral Smoking cessation Eye exam Endocrinologist referral Follow up appointments Billing More than 125 mouse clicks to perform these operations 9 PS Suite User Conference 2015

10 Streamline clinical workflow New patient Susie Shortcake is a 42 year old diabetic female who presents with complaints of headaches and blurred vision 10 PS Suite User Conference 2015

11 Streamline clinical workflow Patient history Record vitals Review / adjust medication Lab requisition Preventive care Patient education Dietitian referral Smoking cessation Eye exam Endocrinologist referral Follow up appointments Billing Reduced to 75 mouse clicks to perform these operations 11 PS Suite User Conference 2015

12 Streamline clinical workflow Efficiency improvements Frequently needed content is one click away Common actions are integrated into the chart Medically relevant information is displayed Decision pathway is effectively supported 12 PS Suite User Conference 2015

13 2 Configure Toolbars for patients

14 Configure Toolbars for patients Meet Debbie Diabetes a 42 year old female who is here for a follow up visit for her diabetes 14 PS Suite User Conference 2015

15 Configure Toolbars for patients Meet Samantha Rightman 33 year old female who is suffering from depression 15 PS Suite User Conference 2015

16 Configure Toolbars for patients Toolbars are triggered by problems Focused on the patient Integrated into the chart Efficient for the provider Different problem, different Toolbar Multiple problems, multiple Toolbars 16 PS Suite User Conference 2015

17 Configure Toolbars for patients Meet our next patient, Allison Asthma an 8 year old girl who is here because. 17 PS Suite User Conference 2015

18 Configure Toolbars for patients Toolbars are triggered by more than problems Demographics of the patient Data in the chart Role of the provider In fact, Toolbars can be triggered by almost anything in PS Suite 18 PS Suite User Conference 2015

19 Configure Toolbars for patients A Toolbar is a special type of custom form that gets triggered by a reminder to conditionally appear under the profile in the records window 19 PS Suite User Conference 2015

20 3 Meet our updated Toolbar template

21 Meet our updated Toolbar template Compatible with Toolbar template v1.0 Smart built-in capabilities Easy to configure (no programming required) 21 PS Suite User Conference 2015

22 Meet our updated Toolbar template Create notes and letters in the patient chart with one mouse click Select your favourite content with a click or from a list Execute frequently performed actions Display medically relevant patient properties Find and graph information from the chart 22 PS Suite User Conference 2015

23 Meet our updated Toolbar template Generate progress notes Insert diagrams Write letters Track EMR activity Access custom forms Run searches Show graphs Filter chart data Open flowsheets Display patient properties Print handouts Prescribe medications Browse websites 23 PS Suite User Conference 2015

24 Meet our updated Toolbar template Generate progress notes Browse websites Write letters (click or list) Insert diagrams (click or list) Access custom forms (click or list) Track a form in the chart Show graphs (click or list) Run searches (click or list) Open flowsheets (click or list) Filter chart data View handouts (click or list) Display patient properties Prescribe meds (click or list) 24 PS Suite User Conference 2015

25 4 Create your own Toolbar

26 Create your own Toolbar Four step process Identify who needs the Toolbar Determine what you want it to do Specify where the content it will access is located Tell PS Suite when to display it in the chart 26 PS Suite User Conference 2015

27 Create your own Toolbar Let s make a Toolbar 27 PS Suite User Conference 2015

28 Create your own Toolbar Four step process Create and name your Toolbar Define your actions and lists Link to your content Specify the reminder 28 PS Suite User Conference 2015

29 Create your own Toolbar Create and name your Toolbar Duplicate the template Use custom form editor No programming required Knows how to be a Toolbar 29 PS Suite User Conference 2015

30 Create your own Toolbar Define your actions and lists Copy action Make it visible Give it a name Define the resource 30 PS Suite User Conference 2015

31 Create your own Toolbar Link to your content Custom forms Stamps Handouts Searches Prescription favourites 31 PS Suite User Conference 2015

32 Create your own Toolbar Specify the reminder Name it after your Toolbar Define reminder criteria Check Show Custom Form or Stamp Pick your Toolbar 32 PS Suite User Conference 2015

33 Create your own Toolbar Things to remember Toolbars can be made from other Toolbars Actions can be easily added, removed, or changed Toolbars are meant to increase efficiency Use the right Toolbar for the right job 33 PS Suite User Conference 2015

34 Create your own Toolbar Keep it simple Bad: Good: 34 PS Suite User Conference 2015

35 5 Start using Toolbars today

36 Start using Toolbars today Don t be afraid to experiment Toolbars won t break PS Suite Toolbars don t alter or delete existing medical records You can still do things the old way Build them incrementally 36 PS Suite User Conference 2015

37 Start using Toolbars today Using Toolbars in your clinic Attend a Designing Custom Forms training course Join our Toolbar chatter group on the Community Portal Download the updated Toolbar template Start using Toolbars today! 37 PS Suite User Conference 2015

38 Start using Toolbars today We want your input in the Community Portal Try out the template Ask questions Suggest improvements Share your knowledge 38 PS Suite User Conference 2015

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