Training. RPMs icare. A Population Management Tool Day 2
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1 Training RPMs icare A Population Management Tool Day 2
2 Learning Objectives Day 2 Explain User-Access and Site-Parameters setup and taxonomy maintenance Utilize icare for meeting Stage 2 Meaningful Use-Patient Lists, Reminder Notifications Utilize icare panels for care management Utilize Pt Record to enter data and notes Identify populations based on case scenarios 2
3 Day One review Main Window Agenda Day 2 User Access, Site Parameters, and Taxonomy Management Meaningful Use Care Management Panels Patient Record Independent hands-on practice 3
4 Navigate the Main Window 4
5 Panel List Tab 5
6 Flag List Tab The Master Flag list displays all the Flag Occurrences for all the patients at the site. 6
7 Main View Community Alerts Tab 7
8 View CA Visit Details 8
9 National Measures Tab 9
10 Select a Measure for a Graphic Display 10
11 Colorectal Cancer Screen 11
12 CMET Tab 12
13 Meaningful Use Tab 13
14 IPC Tab 14
15 File Menu 15
16 Background Jobs Scheduled Nightly and Weekly 16
17 Help Menu Glossaries, About icare, and Online Manuals 17
18 Exercise 10 - Navigate the Main Window of icare 18
19 15 Minute Break 19
20 icare Site Parameters Employers Pregnancy Inactivity Time Out CMET MU IPC Divisions 20
21 Tools/iCare Site Parameters 21
22 Employers Select the Employers for Employee Health Panels 22
23 Select Method of Calculation for Defining the Pregnancy Dx Tag 23
24 User Security Access 24
25 Package Manager Duties Assigns security keys Reassigns Panels Assists in establishing Site Parameters Views Patient Details for Community Alerts 25
26 Tools Menu User Access & Panel Reassignment 26
27 Help Menu About icare Lists Package Managers 27
28 Assign Security Keys 28
29 Taxonomies A grouping of codes or terms to make up a clinical definition Used when calculating patient data to arrive at a conclusion Site Populated Taxonomies - Labs and Medications 29
30 Taxonomy Maintenance 30
31 Site Populated Taxonomies View/Edit 31
32 Patient Lists and Reminder Notifications for Stage 2 MU 32
33 Patient List Measure and Criteria Objective: Generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research, or outreach. (EP, EH) Measure: Generate at least one report listing patients of the EP, EH, or CAH with a specific condition. Exclusion: None Criteria: Enables a user to electronically and dynamically select, sort, access, and create patient lists by date and time based on each one and at least one combination of the following data: i. Problems ii. Medications iii. Medication allergies iv. Demographics v. Laboratory tests and values/results vi. Ambulatory setting only - patient communication preferences 33
34 Problem Panel Definition 34
35 Medications Panel Definition 35
36 Medication Allergies Panel Definition 36
37 Sort/Filter Columns to Identify Patient Who Have Not Met Annual Performance Goals 37
38 Preferred Communication Method Panel Definition 38
39 Demographics Panel Definition Cause of Death 39
40 Labs Panel Definition Results/Values 40
41 Reminders Measure and Criteria Objective: Use clinically relevant information to identify patients who should receive reminders for preventive/follow-up care and send these patients the reminder, per patient preference. (EP) Measure: More than 10% of all unique patients who have had two or more office visits with the EP within the 24 months before the beginning of the EHR reporting period were sent a reminder, per patient preference when available. Exclusion: Any EP who has had no office visits in the 24 months before the EHR reporting period. Criteria: Enables a user to electronically and dynamically select, sort, access, and create patient lists by date and time based on each one and at least one combination of the following data: i. Problems ii. Medications iii. Medication allergies iv. Demographics v. Laboratory tests and values/results vi. Ambulatory setting only - patient communication preferences 41
42 Reminders Screenshot 42
43 Reminder Notification Process 43
44 Exercise 11 Reminder Notifications Overdue Lipid Profile 44
45 Layout-Definition Detail Tab Reminder Notification 45
46 Panel View Definition Details Tab Reminder Notification Process 46
47 Exercise 12 - Abnormal Lab Results 47
48 Layout Lab Definition Detail Tab 48
49 Panel View Lab Details 49
50 Care Management Groups 50
51 Exercise 13 Asthma Patients with No Allergy Assessment 51
52 Care Management Tab Layout for Asthma 52
53 Exercise 14 Adolescent Panel Immunizations 53
54 Imms. Care Management Tab 54
55 Exercise 15 Employee Health Panel 55
56 Care Management Tab Employee Health Immunizations 56
57 Care Management Tab HIV/AIDS Register Data on Main Sub-Tab 57
58 Care Management Tab HIV/AIDS Reminders w/hover Help 58
59 Lunch 59
60 Navigating the Patient Record 60
61 Patient Record Demographics Box and Tabs Patient Demographics Cover Sheet Snapshot Flags Reminders Best Practice Prompts National Measures CMET Summ/Supp PCC Problem List Care Management Referrals DX Tags Family History Notes Tab Suicidal Form 61
62 Blue Demographics Box Add patient demographics and a TIU Note Access Imms Profile 62
63 Cover Sheet Tab View Recent Visits and Scheduled Appts Add/Edit Providers View Insurance Information Names of Panels patient is a member of Names of Registers patient belongs to 63
64 Snapshot Tab List of Active Diagnostic Tags proposed or accepted Add/Edit Reproductive Factors and Family Hx Most recent measurements and routine screenings Tracked CMET Events that are open 64
65 Reminders Tab 65
66 National Measures Tab (cont.) 66
67 Summary/Supplement Tab 67
68 PCC Tab Various Types of PCC data Graph Measurement Data Add Historical Events Add a Chart Review 68
69 PCC Tab (cont.) 69
70 Diagnostic Tags Tab 70
71 Care Mgmt Main Tab View/Edit HIV/AIDS Register Data 71
72 Care Mgmt Reminders Tab View HIV/AIDS Reminders 72
73 Diagnostic Tags Tab with Hover Help for Tag Definition 73
74 Add/Update a Patient s DX Tag Status 74
75 Exercises Exercise 16 - Add a TIU note Exercise 17 - Add a Historical Event Exercise 18 - Add Demographic Data Exercise 19 - Edit Diagnostic tags 75
76 15 Minute Break 76
77 Independent Exercises Participant Led Discussion 77
78 Exercise 20 Diabetic Patients Lost to Follow-up 78
79 Exercise 21 Panel of Patients with Medication Allergies 79
80 Exercise 22 Panel of Prenatal Patients 80
81 Exercise 23 Diabetics with No Retinal Evaluation 81
82 Exercise 24 Panel of Patients Admitted to ER or Hospital 82
83 Questions/Wrap Up 83
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