New EMR User/Provider Checklist

Transcription

1 New EMR User/Provider Checklist A checklist outlining the required set up of a new user/provider of Nightingale on Demand 1

2 Priority Item NOD Navigation Add new user Enterprise Module Users Users for CHCs only ; this can be done by the user ; this can be done by user Set up the user as a provider (if user will create individual or PDG encounters) Assign a FOB to a user Specify the provider type as applicable if the user is a provider. Submit provider signature to Nightingale for use as esignature (for any provider who will sign encounters, prescriptions, referral letters, or requisitions electronically) Enter the following user preferences on the Dashboard: ICD List: Encode FM Other preferences as dictated by the Centre Clinical Template: Services and Languages Provided Customize Shortcut Icons Customize my Patient Queue and My Panel Sections Assign user role / permissions using role categories as originally set up by Nightingale: Ordering Provider Non-ordering Provider Administrator Or assign user role / permissions using Centre customized roles or on a task by task basis Add task roles for assigning to groups (e.g. Reception) Create new task role or new permission role (if required) Call Nightingale Support Call Nightingale Support Enterprise Module Users Users Obtain Nightingale Support case # and fax or signature/case # to Nightingale Support Dashboard My Settings My Preferences Dashboard Reorder shortcut Icons displayed in lower left of screen in the order of user preference. Dashboard My Settings mydisplay Enterprise Module Users Users select active provider name hyperlink and add role(s) available. Any additional permissions can be added as required to the user /across locations Enterprise Module Users User Roles Enterprise Module Users UserRoles 2

3 Assign location(s) to the user if multiple locations are in use Enterprise Module Users Users select active provider name hyperlink and add applicable locations ; recommended for most providers for providers who receive documents for ordering providers Add schedule (More than one schedule maybe required if multiple locations are setup in NOD) ; ensure the appropriate default schedule is specified in the dashboard setting Set up correspondence types for scanned documents to be filed Add Common Office Procedures and MSAA Indicators to Procedures Set up Centre-specific procedure items, procedure types, facilities, and facility types Establish account with laboratories / third party interfaces (SPIRE, POI, TDIS, OLIS etc.) Schedule Module Setup Schedule Office Actions Module Setup Correspondence Types [email protected] as soon as provider name known (Note: Nightingale will charge your Centre (per provider) for this set up) OR NOD Administration or Super User enters the required categories and items using the AOHC list provided: Procedures Lists Procedures Utlize the Provider Set Up QRG for instructions on lab set up and requests. (This can be found on the EMR Knowledge Base) for ordering providers Set up billing number for requisitions Utlize the Provider Set Up QRG for instructions on the set up of a providers billing number for requisitions. (This can be found on the EMR Knowledge Base) Customize the display/print for the CPP Patient Module Setup Display Customization Set up phone actions Patient Module Setup Phone Actions Set up allergy types, allergy items, and allergy reactions Set up problem list items and assessment status pick list Set up injection sites, injection reactions, injection favorites, and free form injections Lists Allergies Lists Assessments Lists Injections Set up default immunizations 3

4 Set up Rx cancel reasons, Rx discontinue reasons, Rx interaction override reasons, Rx instructions, Rx update reasons, Rx favorite free form items, Number of drugs per Rx Set up social hx categories and social hx items Set up plan note favorites, encounter sign off later reasons, encounter visit types Lists Immunizations Lists Rx Lists Social Hx Lists Encounter Set up Drug Plans Lists Drug Plans Create health maintenance profiles for provider Office Actions Module Setup Health Maintenance Create health maintenance reports Admin Work Queue Health Maintenance Set up favorite staff messages, recall reasons, recall comments, and rejection reasons Create general / referral letters customized to provider as required Office Actions Module Setup Favorites System Setup Module Templates Documents Manage Letters Set up favorite lab requisitions Patients Orders Requisitions Create clinical reports Reports Module Clinical 4

5 Common Office Procedures and MSAA Indicators to be added to a Provider s Procedures, (These can be added by Nightingale for a fee): Procedure Type: NOTE: Cut and Paste each item to ensure correct data entry Procedure Items: Common Office Procedures Biopsy Blood pressure monitoring Bronchospirometry Burn care Changing gauze pack Clipping toe nails Collection of specimens Collection of sputum Collection of throat specimen Collection of urethral specimen Cryotherapy Debridement Diaphragm fitting Dilatation Disinfection Dressing EKG External ear cleaning Eye exam (Snellen s technique) Eye irrigation Fecal disimpaction First aid Fobt kit supplied Footware adjustments/orthotics Foreign body exeresis Gastric lavage Immobilization Incision and drainage Injection of drugs IUD insertion IUD removal Manipulation Middle ear cleaning Minor surgery Nail dremmel Onychectomy Oxymetry and oxygen saturation Pap test Physical therapy 5

6 Plaster cast Psychotherapy Removal of stitches or staples Respiratory physical therapy Shaving Sling Stretching TB test TB test reading Trimming Venipuncture Washing Wound exploration (without repair) Wound repair Procedure Type: MSAA Indicators Procedure Items: FOBT ineligible FOBT ordered FOBT refused / declined Mammogram done / ordered Mammogram ineligible Mammogram refused / declined Pap done / ordered Pap ineligible Pap refused / declined Influenza Immunization ineligible For questions or comments, please contact: AOHC EMR Project Association of Ontario Health Centres [email protected] 6