PATIENT EDUCATION USERS GUIDE

Transcription

1 PATIENT EDUCATION USERS GUIDE April 2014 eclinicalworks, All rights reserved

2 CONTENTS ABOUT THIS GUIDE 3 Product Documentation 3 Webinars 3 eclinicalworks Newsletter 3 Getting Support 4 Conventions 4 HEALTHWISE 5 Activation 5 Configuring Healthwise EMR Module 5 Accessing Healthwise Patient Education 8 Printing Instruction Documents from Healthwise 10 Publishing Instruction Documents from Healthwise to the Portal 12 A.D.A.M. SMARTCARE 15 Activation 15 Accessing A.D.A.M. Patient Education 15 Printing Instruction Documents from A.D.A.M. SmartCare 17 Publishing Instruction Documents from A.D.A.M. SmartCare to the Portal 23 KRAMES STAYWELL 27 Activation 27 Accessing Krames Patient Education 27 Printing Instruction Documents from Krames StayWell 29 Publishing Instruction Documents from Krames StayWell to the Portal 33 APPENDIX A: NOTICES 37 Trademarks 37 Copyright eclinicalworks, April Patient Education Users Guide 2

3 ABOUT THIS GUIDE This document outlines the patient education integration with eclinicalworks, for providers to review and print for the patients using the ecw application. Product Documentation The eclinicalworks documentation supports the eclinicalworks Electronic Medical Record (EMR), Practice Management (PM), and/or additional software features. eclinicalworks Documentation is available from: my.eclinicalworks.com Customer Portal to display the documents available in PDF format, click the Knowledge tab to open the HelpHub, click Learn More from the HelpHub tile under the Helpdesk tab eclinicalworks application - from the Help menu, click the HelpHub link Webinars For more information, take advantage of the free unlimited eclinicalworks webinars interactive seminars conducted online. These courses are presented by product trainers who are experts with eclinicalworks and all of its capabilities. To sign up for an eclinicalworks webinar, go to: my.eclinicalworks.com Customer Portal To view and register for the webinars, from the Services tab click the ecw Webinar option. eclinicalworks Newsletter To receive important, timely, and informative product notifications, subscribe to the eclinicalworks Newsletter ing list. To subscribe to the newsletter: click the link available on the Customer Portal: OR click the link available on the eclinicalworks website: OR click the direct link: eclinicalworks newsletter Copyright eclinicalworks, April Patient Education Users Guide 3

4 ABOUT THIS GUIDE GETTING SUPPORT Getting Support Send messages directly to eclinicalworks Support through the eclinicalworks Customer Portal: You may also call or eclinicalworks Support: Phone: (508) Conventions This section list typographical conventions and describes the icons used to call out additional information and to indicate item keys, new features, and enhancements to the application. Typographical conventions: Bold Italic Monospace Identifies options, keywords, and items in a description. Indicates variables, new terms and concepts, foreign words, or emphasis. Identifies examples of specific data values, and messages from the system, or information that you should actually type. Icons are used to highlight new features and indicate enhanced features and item keys: Icon Indicates an item key. Description Identifies new features, suggested by clients, from the ecwideas website: Identifies new features. Indicates an enhanced feature. Points out helpful tips or additional information. Indicates feature meets a Meaningful Use requirement. Note to Cloud/SaaS Users: When accessing the eclinicalworks application via RDP (Remote Desktop Protocol) as a backup, be advised that Microsoft Office applications such as Excel and Word will not be supported. Copyright eclinicalworks, April Patient Education Users Guide 4

5 HEALTHWISE Meaningful Use eclinicalworks is partnered with Healthwise as Meaningful Use certified solution, to efficiently provide patient instruction documents at the point of care. Health information provided by Healthwise is easy to use and understand, with interactive tools, decision aids, illustrations, and action-oriented education. This education is currently available in the ecw application for the providers to select instruction documents to review and print for the patient. Patient instruction documents printed for an encounter will be tracked for reporting purposes such as are required for Meaningful Use. Activation The patient education integration must be activated prior to use: If you are a new client, contact eclinicalworks Sales for pricing and contracting. If you are an existing client still in implementation, notify your Project Manager. If a live client, enter a support case. Configuring Healthwise EMR Module The Healthwise Patient Education EMR Module contains an interface for searching, viewing and printing patient educations materials. The administration page of the module allows users or administrators to configure the application. To configure the application using Administration page: 1. Open Healthwise Patient Education EMR Module using the URL specific to your practice. The URL contains a token and a key that are specific to your practice. Contact eclinicalworks Project Manager to obtain URL that is specific to your practice. Sample URL containing a token and a key: ecw.stelsewhere?hw.key=ai3m62prg5yaaqejhlosyodimdp2taroi7w6uyhwk4wcrhkzkz5z4zuz3k66 GPMCFRFRRDJPL532YDOELY3U2IZDR6MPF Copyright eclinicalworks, April Patient Education Users Guide 5

6 HEALTHWISE CONFIGURING HEALTHWISE EMR MODULE 2. Click Administration Page under Administration section: 3. Upon accessing the Administration Page for the first time, create a new Administrator password. If the user is prompted for a password on first entry, enter the client token. User can find the client token in the practice-specific URL. For example, in the aforementioned sample URL, the client token is: ecw.stelsewhere 4. Customize header and footer to be printed on the patient instruction documents: The custom header and footer may include a logo, general contact information, and any necessary disclaimers. The configurable branding elements include the following: Custom header image Copyright eclinicalworks, April Patient Education Users Guide 6

7 HEALTHWISE CONFIGURING HEALTHWISE EMR MODULE Custom header text Custom footer image Custom footer text 5. Configure a Go-To-Web URL for patients. Healthwise Patient Education EMR Module includes a unique feature known as Go-to-Web. This URL includes in-depth complementary information about a given topic in the Healthwise Knowledgebase, as well as a code that is mapped to the appropriate topic(s) in the Knowledgebase. The Go-To-Web URL may be defined once for each client token and is not configurable at the group level. This URL prints the actual instruction document that the provider gives to the patient. Note: The default Go-to-Web URL should be a. Type the Go-to-Web URL in the GOTOWEB URL field. b. Click Save. OR Click Cancel to exit to the Administration page. Copyright eclinicalworks, April Patient Education Users Guide 7

8 HEALTHWISE ACCESSING HEALTHWISE PATIENT EDUCATION Accessing Healthwise Patient Education Healthwise is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To access Healthwise patient education: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select the Patient Education option: Copyright eclinicalworks, April Patient Education Users Guide 8

9 HEALTHWISE ACCESSING HEALTHWISE PATIENT EDUCATION The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses: Copyright eclinicalworks, April Patient Education Users Guide 9

10 HEALTHWISE PRINTING INSTRUCTION DOCUMENTS FROM HEALTHWISE 3. Search for the patient instruction documents using one of the following options: Suggestions - displayed by default upon opening the window. The relevant instruction documents are displayed based on the patient age, gender, and diagnosis selected in the Treatment window. New Search - search through all instruction documents by keyword(s). A-Z - browse instruction documents in alphabetical order. Categories - browse instruction documents by category. Favorites - displays the instruction documents saved as favorites by the Healthwise key, allowing quick access to commonly referenced documents. 4. Select the language as English or Spanish using the Language drop-down list (if in contract). By default, the instruction documents are displayed in English. 5. Click the Make Favorite button to save the selected instruction document under the Favorites tab for quick access in the future by the current user. Note: The instruction documents under Favorites tab are user-specific, not patient-specific. Printing Instruction Documents from Healthwise Healthwise is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To add instruction documents to the print queue: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select the Patient Education option. The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses. 3. Select the instruction document. 4. Click the Hold button to add the selected instruction document into the print queue. This option allows you to browse for other instruction documents and print as many as you desire. 5. Select one of the Print Size options to choose font size for easier reading. 6. Click Print(#) button to display list of instruction documents added to the queue. Note: Use Print(#) button in the upper right corner to print the patient instructions. The Print button located in the bottom left corner is used only to print the application window. Copyright eclinicalworks, April Patient Education Users Guide 10

11 HEALTHWISE PRINTING INSTRUCTION DOCUMENTS FROM HEALTHWISE The following pop-up window displays: 7. Click Yes. The following pop-up window opens, extracting the title of the instruction document: 8. Click OK. The title of the instruction document is retrieved and added to the Notes section on the Treatment window: Copyright eclinicalworks, April Patient Education Users Guide 11

12 HEALTHWISE PUBLISHING INSTRUCTION DOCUMENTS FROM HEALTHWISE TO THE PORTAL Publishing Instruction Documents from Healthwise to the Portal Healthwise is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To publish instruction documents to the eclinicalworks Patient Portal: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select the Patient Education option. The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses. 3. Select the instruction document. 4. Click Send(#) button to display list of instruction documents added to the queue: Copyright eclinicalworks, April Patient Education Users Guide 12

13 HEALTHWISE PUBLISHING INSTRUCTION DOCUMENTS FROM HEALTHWISE TO THE PORTAL The following pop-up window displays: 5. Click OK. The following pop-up window displays: 6. Click Yes. The following pop-up window opens, extracting the title of the instruction document: Copyright eclinicalworks, April Patient Education Users Guide 13

14 HEALTHWISE PUBLISHING INSTRUCTION DOCUMENTS FROM HEALTHWISE TO THE PORTAL 7. Click OK. The title of the instruction document is retrieved and added to the Notes section on the Treatment window: The instruction document is published to the Patient Portal. For more information on viewing the instruction documents on Patient Portal, refer to the Patient Portal Users Guide. 8. (Optional) To delete instruction documents from the print queue: a. Click the Print(#) button to display list of instruction documents held for printing. b. Click the X icon located next to the instruction document to be deleted. Copyright eclinicalworks, April Patient Education Users Guide 14

15 A.D.A.M. SMARTCARE Meaningful Use eclinicalworks is partnered with A.D.A.M. SmartCare as a Meaningful Use certified solution, to efficiently provide patient instruction documents at the point of care. Health information provided by A.D.A.M. is easy to use and understand, with interactive tools, decision aids, illustrations, and action-oriented education. This education is currently available in the ecw application for the providers to select instruction documents to review and print for the patient. Patient instruction documents printed for an encounter will be tracked for reporting purposes such as are required for Meaningful Use. Activation The patient education integration must be activated prior to use: If you are a new client, contact eclinicalworks Sales for pricing and contracting. If you are an existing client still in implementation, notify your Project Manager. If a live client, enter a support case. Accessing A.D.A.M. Patient Education The A.D.A.M. SmartCare solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To access A.D.A.M. patient education: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select Patient Education option: Copyright eclinicalworks, April Patient Education Users Guide 15

16 A.D.A.M. SMARTCARE ACCESSING A.D.A.M. PATIENT EDUCATION Based on the selected patient s age, gender, and diagnoses, the Patient Education window opens with suggestions under the Search tab: Copyright eclinicalworks, April Patient Education Users Guide 16

17 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE Printing Instruction Documents from A.D.A.M. SmartCare The A.D.A.M. SmartCare solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To print instruction documents from A.D.A.M. SmartCare: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select Patient Education option: Based on the selected patient s age, gender, and diagnoses, the Patient Education window opens with suggestions under the Search tab. 3. (Optional) Use the INFO Button Search drop-down button to display filter criteria that can be used to find relevant instruction documents. The Info Button Search is a certification and standard criteria required for Meaningful Use - Stage 2 to use clinically relevant information from certified EHR technology to identify patient-specific education resources and provide those resources to the patient. The filter criteria supported under the Info Button Search is defined by the patient education vendors that partner with ecw. Of all the filters that A.D.A.M. SmartCare provides, ecw supports ICD, NDC, and LOINC Codes that are required for Meaningful Use: Copyright eclinicalworks, April Patient Education Users Guide 17

18 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE The instruction documents can also be searched by Specialty, Core Measures, Patient Safety, and Favorites: 4. Click Print to print the selected instruction document. If there is more than one patient-specific instruction document to be printed, it is recommended to add the instruction documents to the print queue and then print from the print queue. The print queue allows you to browse for other instruction documents and print as many as you desire. 5. To add instruction documents to the print queue: a. Select the instruction document(s). If more than one assessment is added to the Progress Notes, suggestions are also displayed by the diagnoses: Copyright eclinicalworks, April Patient Education Users Guide 18

19 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE b. (Optional) Click the star icon to add the corresponding instruction document to Favorites by key. c. Click Add to Queue. The selected instruction documents are added to the Print Queue. 6. To print instruction documents from the print queue: a. Click Print Queue. The list of instruction documents added to the print queue are displayed for user to make the final selection: Copyright eclinicalworks, April Patient Education Users Guide 19

20 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE b. Select the instruction documents. c. Click Print Queue: Copyright eclinicalworks, April Patient Education Users Guide 20

21 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE The following pop-up window displays with the language and font size options: d. Select Language. e. Choose Font Size. f. Click Done. The instruction documents are opened in the Print Preview window and the user is prompted to confirm printing. The following pop-up window displays: g. Click Yes. The following pop-up window opens, extracting the title of the instruction document: h. Click OK. The title of the instruction document is retrieved and added to the Notes section on the Treatment window: Copyright eclinicalworks, April Patient Education Users Guide 21

22 A.D.A.M. SMARTCARE PRINTING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE Once document printing is complete, click the Home icon to return to the home page: Copyright eclinicalworks, April Patient Education Users Guide 22

23 A.D.A.M. SMARTCARE PUBLISHING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE TO THE PORTAL Publishing Instruction Documents from A.D.A.M. SmartCare to the Portal The A.D.A.M. SmartCare solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To publish instruction document(s) to the eclinicalworks Patient Portal: 1. From the Treatment window, select the diagnosis tab. 2. Click the Education drop-down list to select Patient Education option: Based on the selected patient s age, gender, and diagnoses, the Patient Education window opens with suggestions under the Search tab. 3. Select an instruction document and click the Publish To Portal button to publish a single instruction document to the Patient Portal: Copyright eclinicalworks, April Patient Education Users Guide 23

24 A.D.A.M. SMARTCARE PUBLISHING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE TO THE PORTAL OR Select multiple instruction documents, click Add to Queue and then click the Publish Queue to Portal button to publish the instruction documents to the Patient Portal: Note: Publish Queue to Portal publishes all instruction documents to the Portal and users do not have option to modify final selection of documents in the queue. The following pop-up window displays: Copyright eclinicalworks, April Patient Education Users Guide 24

25 A.D.A.M. SMARTCARE PUBLISHING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE TO THE PORTAL 4. Click OK. The following pop-up window displays: 5. Click Yes. The following pop-up window opens extracting the title of the instruction document(s): 6. Click OK. The title of the instruction document(s) is retrieved and added to the Notes section on the Treatment window: Copyright eclinicalworks, April Patient Education Users Guide 25

26 A.D.A.M. SMARTCARE PUBLISHING INSTRUCTION DOCUMENTS FROM A.D.A.M. SMARTCARE TO THE PORTAL The instruction document are published to the Patient Portal. For more information on viewing the instruction documents on Patient Portal, refer to the Patient Portal Users Guide. Copyright eclinicalworks, April Patient Education Users Guide 26

27 KRAMES STAYWELL Meaningful Use eclinicalworks is partnered with Krames StayWell as a Meaningful Use certified solution, to efficiently provide patient instruction documents at the point of care. Health information provided by Krames StayWell is easy to use and understand, with interactive tools, decision aids, illustrations, and action-oriented education. This education is currently available in the ecw application for the providers to select instruction documents to review and print for the patient. Patient instruction documents printed for an encounter will be tracked for reporting purposes such as are required for Meaningful Use. Activation The patient education integration must be activated prior to use: If you are a new client, contact eclinicalworks Sales for pricing and contracting. If you are an existing client still in implementation, notify your Project Manager. If a live client, enter a support case. Accessing Krames Patient Education The Krames StayWell solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To access Krames patient education: 1. From the Treatment window, select the desired tab. 2. Click the Education drop-down list to select Patient Education option: Copyright eclinicalworks, April Patient Education Users Guide 27

28 KRAMES STAYWELL ACCESSING KRAMES PATIENT EDUCATION The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses, NDC, and LOINC Codes. These diagnoses, NDC, or LOINC Codes are displayed as tabs on the Patient Education window and the search results are categorized by these tabs: Copyright eclinicalworks, April Patient Education Users Guide 28

29 KRAMES STAYWELL PRINTING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL Printing Instruction Documents from Krames StayWell The Krames StayWell solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To print instruction documents from Krames patient education: 1. From the Treatment window, select the desired tab. 2. Click the Education drop-down list to select Patient Education option: The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses, NDC, and LOINC Codes. These diagnoses, NDC, or LOINC Codes are displayed as tabs on the Patient Education window and the search results are categorized by these tabs: Copyright eclinicalworks, April Patient Education Users Guide 29

30 KRAMES STAYWELL PRINTING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL 3. Click a search result. The corresponding instruction document opens: Copyright eclinicalworks, April Patient Education Users Guide 30

31 KRAMES STAYWELL PRINTING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL 4. Select the language as English or any other languages available for that document using the Languages drop-down list. Note: Krames offers English, Spanish, Russian, Chinese, Vietnamese, Portuguese, French, Polish, and Tagalog languages. The instruction document in the selected language displays: If the Language field is selected as Spanish on the Patient Demographics window, the instruction documents on the Patient Education window are displayed in Spanish: Copyright eclinicalworks, April Patient Education Users Guide 31

32 KRAMES STAYWELL PRINTING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL Note: By default, the instruction documents are displayed in English if no Language preference is set on the Patient Demographics window. 5. Click Print This Page to print the selected instruction document. The instruction document is opened in the Print Preview window and the user is prompted to confirm printing. The following pop-up window displays: 6. Click Yes. The following pop-up window opens, extracting the title of the instruction document: Copyright eclinicalworks, April Patient Education Users Guide 32

33 KRAMES STAYWELL PUBLISHING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL TO THE PORTAL 7. Click OK. The title of the instruction document is retrieved and added to the Notes section on the Treatment window: Publishing Instruction Documents from Krames StayWell to the Portal The Krames StayWell solution is embedded within eclinicalworks, to make it easy for a provider to deliver consistent and meaningful patient education. To access Krames patient education: 1. From the Treatment window, select the desired tab. 2. Click the Education drop-down list to select Patient Education option: Copyright eclinicalworks, April Patient Education Users Guide 33

34 KRAMES STAYWELL PUBLISHING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL TO THE PORTAL The Patient Education window opens with suggestions based on the selected patient's age, gender, and diagnoses, NDC, and LOINC Codes. These diagnoses, NDC, or LOINC Codes are displayed as tabs on the Patient Education window and the search results are categorized by these tabs: 3. Select the instruction document. Copyright eclinicalworks, April Patient Education Users Guide 34

35 KRAMES STAYWELL PUBLISHING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL TO THE PORTAL 4. Click the Publish To Portal button: Note: Only one instruction document can be published to Portal at a time. The following pop-up window displays: 5. Click OK. The following pop-up window displays: 6. Click Yes. The following pop-up window opens, extracting the title of the instruction document: Copyright eclinicalworks, April Patient Education Users Guide 35

36 KRAMES STAYWELL PUBLISHING INSTRUCTION DOCUMENTS FROM KRAMES STAYWELL TO THE PORTAL 7. Click OK. The title of the instruction document is retrieved and added to the Notes section on the Treatment window: The instruction document is published to the Patient Portal. For more information on viewing the instruction documents on Patient Portal, refer to the Patient Portal Users Guide. Copyright eclinicalworks, April Patient Education Users Guide 36

37 APPENDIX A: NOTICES Trademarks eclinicalworks eclinicalworks Improving Healthcare Together Patient Portal eclinicalworks Improving Healthcare Together is trademark of eclinicalworks, LLC. eclinicalworks and Patient Portal are registered trademarks of eclinicalworks, LLC. All other trademarks or service marks contained herein are the property of their respective owners. LOINC LOINC is registered United States trademarks of Regenstrief Institute, Inc. Healthwise Healthwise is a registered trademark of Healthwise, Incorporated. A.D.A.M. SmartCare A.D.A.M. is a registered trademark of A.D.A.M. Software, INC. Krames StayWell Krames StayWell are registered trademarks of The Krames StayWell Company, LLC. Copyright eclinicalworks, April Patient Education Users Guide 37