Quick Start Guide to HEO Train for Physicians

Transcription

1 Quick Start Guide to HEO Train for Physicians Logon to Portal Train and select the CPOE-HEO tab CPOE HEO Tab Provides the buttons to launch Enter Orders, Enter PreOrders and Enter Transfer Orders To begin practice, click the Enter Orders button: The bold account at the top is the one you are accessing to enter orders Click OK and HEO will open

2 This is the main CPOE window, also known as the ADC VAAN DISML display. Refer to this picture for locations of the four panes. Text Colors for the Current Orders pane: Color Red Green Yellow Blue Black Description Allergies Codified diagnosis & active medication orders Non-codified diagnosis New orders that have not been final accepted Existing active non-medication orders Toolbar Buttons: Print Options for printing use print window options when need to question how orders are set up or training needs Display changes the display from ADC VAAN to Current Orders or Chronological View D/C Discontinue Orders, Discharge Orders, Discharge from PACU Renew brings up orders needing to be renewed CoSign brings up orders needing to be signed for that patient by the person logged on and all others Outlines List of outlines/iforms (ordersets) to choose from for Order Entry Oops backs you out of what previous entry until you have an order in blue in the ADC VAAN pane Help info on placing orders and user manual Complain Like Suggestion Box in Portal More Actions viewing demographics, allergies, all orders and interaction checking Stored Orders Enter PreOrders and Enter Transfer Review orders Done takes you to final order acceptance and activation window

3 Entering Orders: 1. Search for the order by: o Typing in a partial or complete order name in the Order Completer pane & click Enter Hint: If you do not find the order, type in fewer characters to widen the search. o Click on any ADC VAAN DISML order category with >> following the category name (example: >>Medications) 2. Select the correct order from the Order Detail pane or type the number that precedes the order & click Enter. 3. Respond to each prompt in the Expanded Information pane (ex. when to start, how often, how long, & etc.). To select a default value, click Enter. 4. Enter comments, if appropriate, and click Enter. 5. You may move to the next order only after the current order moves to the Current Orders pane (left pane of window) and displays under the appropriate category. o Repeat the above steps for additional orders. o All unaccepted non-medication orders display in blue text and may be modified as long as they are blue. 6. After entering all orders, click Done or <F8> to accept. 7. Confirm accuracy, click Accept Orders & exit. Using Order Outlines: Order outlines are groups of orders or order sets. A list of available Outlines appears in the Order Detail pane upon logging in to HEO 1. Search for the Outline by typing in a partial or complete Outline name in the Order Completer pane and pressing Enter, or by clicking outline <F4> to display a complete list of outlines 2. Click the Outline from the list in the Order Detail pane 3. Individually select and enter the desired orders. As you complete the orders they are removed from the list and display in blue under the appropriate category in the Current Orders pane

4 Modify an Order: 1. Click on the order in the Current Orders pane 2. Click modify in the popup window 3. In the Order Detail pane, click the prompt to modify (Ex: Frequency) 4. Respond to necessary prompts and press Enter 5. Press Enter to send the order to the Current Orders pane with the modification 6. When finished with all orders, click Done. To process the orders: Click Accept Orders Options for Modifying Priority Prompts: Value Description? Displays list of additional values d 10d day (s) 10 days h 10h hour(s) 10 hours t 10t time(s) 10 times tod tom today tomorrow sun/mon/tue Day/date to schedule order 9/30 9/30/12 Day/date to schedule order am 3pm 10:30pm Hints! Entering days/dates and times: Must have a space between the day/date and time. A date (10/9) alone generates\attaches current time A time alone must be 4 digits or include am/pm A time alone always means today. Cannot use 3 letter day of the week for today (only tod). A day (tue) alone generates/attaches as time A day (future) and time together display as date/time Discontinue Orders: 1. Click D/C <F3> on the toolbar or press <F3> 2. Click Discontinue Orders in the popup window - a list of all current orders displays 3. Select the order(s) you wish to discontinue - to discontinue all orders, click Select All 4. Click Discontinue Selected Orders 5. When finished with all orders, click Done <F8> 6. To process the orders: Click Accept Orders

5 To Review Current Orders: Click on the Current Orders tab in Portal: The above items can be manipulated to access data in different time frames, performing depts. ordering status etc Use the edit button to set your own defaults When Results for a test are ready for review the Results column will have the linked word Available. Click on it and another small window will open with the test results When you click on the description of the test another window will open with further details about the ordering of that test

6 When you click on the Start date another window will open with further details about the occurrence of the order Use the Data Monitor view on your Patient List to review orders, results, and alerts

7 The word CoSign under HEO Indicators means there are Orders that need to be signed for this patient The word Renew means there are Orders that are up for renewal If you click the linked word you will be taken into HEO to address orders on that patient Clicking the buttons in the Lab Result/Rad Result/Transcription will bring up the result for you to view