Workshop Guide for Inpatient Physicians

Transcription

1 Workshop Guide for Inpatient Physicians Sisters of Mercy Health System 2014 No part of this document can be stored, transmitted, photocopied or reproduced, electronically Or otherwise, without the express consent of the Sisters of Mercy Health System

2 How to Create a My List A My List is a list of patients that you create and customize, to keep track of patient assignments. (you can delete the system generated My List since you can not manually add or remove patients). 1. To create a My List, click button and select Create My List.In the New List window, enter a name for your list in the Name field. 2. Click Copy, select the Patient List Name that corresponds best with your role and click Accept. 3. Click Accept again to create the list. 4. Highlight! SOM IP PHYSICIAN TEMPLATE. 5. Click Accept. 2

3 How to Modify a My List 1. To modify your My List, right click your list in the Patient Lists activity, to select Properties in the Patient List toolbar. 2. In the Available Columns list, select the columns to display in your list, click. 3. You remove and reorder selected columns using and or. 4. Click Accept. Tip: Select multiple columns at the same time by holding down the CTRL key while clicking. 3

4 How to Assign Yourself as the Attending Physician 1. In the Patient Lists activity, open the Unit List where your patient is admitted. 2. You would find and highlight your patient. 3. Right-click on your patient and select Treatment Team. 4. Terminate the current attending provider by clicking End or Reassign. The date and time automatically populate. 5. Enter your name in the Attending Provider field or click Add Me. 6. Click Accept. 7. The patient can now be seen in the My Patients system list. 8. A My List can be manually maintained or automatically updated by dragging a system list into your My List. 9. A My List with a single-person icon is a manually maintained list. A My List with a group-person icon is an Epic generated system list that is automatically updated. 4

5 1. Open Manage Orders activity How to Manage Order Sets 2. In the Place new orders or order sets search field, type first three letters of item to search (i.e. adm for Admit to Order Sets) then Enter. The Search order sets by user field can be used to search other user s order sets. 3. Highlight the desired order set and click Accept. Click blue triangle next to Manage User Order Sets 4. Choose Create new Version to launch the Order Set Editor. 5

6 5. Click on the orders you want to default. Click Save and Close Record. 6. When you return to the chart, the Order Set you just saved will be loaded. Do not Sign the orders during the workshop. Click Remove All and close the chart. 7. You now have a User Order Set. You will see these as Favorites next time the Order Set activity is opened. 8. The next time you open the Order Set you can Edit, Delete, or Load the Original Order Set 6

7 How to Manage Preference Lists 1. Open a patient chart and go to the orders section in the navigator. Click the pref list button. 2. In the search box, type in the order you want on your pref list. 3. Select the order you want and click select and stay. 4. This will put the order in the selected orders column. Right click on the order and Add to Preference List. 7

8 5. This will bring up a list of sections to choose from, in this case select Labs. 6. Click the New button and create a section like COMMON LABS. The new section(s), can be used repeatedly by using the selection button. Fill in the display name if desired. Click Accept. 8

9 7. Orders now available in Preference List. Click the box next to Only Favorites to see ONLY the your pref list. Order on the user pref list will always have a yellow star next to them 8. To Edit or Remove an order, right click to view the menu options. 9. You can also make a Pref List for Discharge orders like prescriptions by following the same steps using the DISCHARGE orders section in the Discharge Navigator. 9

10 How To Manage Smart Phrases Smart Phrases allow for quick and easy documentation for any clinical provider. Smart Phrases can be originally created or borrowed and edited. When you find a Smart Phrase you would like to borrow from another clinical provider the following steps should be taken. 1. At the top left of your screen click on EPIC drop down 2. Select Tools 3. Select SmartTool Editors (may be able to skip to SmartPhrase Manager) 4. Click to select the SmartPhrase Manager 5. Select Open (it may automatically open) 10

11 6. Enter the user name to copy SmartPhrase from, then select Go. 7. The User s SmartPhrase list you have selected opens, select the SmartPhrase you wish to copy. 8. Click the Share button. 9. Your name automatically populates in the User column. Notice the What, is the smart phrase you selected. 11

12 10. Click on the box next to Copy into new SmartPhrase. Checking this box will copy the phrase into your personal list and make you the sole owner so you can edit it without impact to other owners/users. IMPORTANT: If you do not check the Copy into new SmartPhrases box, you will only be added as a user to the original and will not be able to edit it. 11. Click Copy you want to copy the SmartPhrase. Then click Accept. 12. The message appears that you have successfully copied one SmartPhrase in to your SmartPhrases. Click OK. 12

13 13. At this point, you are still in that users SmartPhrase list. You need to close out and re-launch the SmartPhrase editor to access your own list. How To Edit a Copied Smart Phrase 1. Select the phrase you wish to edit 2. Click Edit 3. This is the Editor. Type the phrase you want in the Name field (i.e. HP). This labels the phrase. Enter a short description (bottom right section) For example, History & Physical. 13

14 4. To add a SmartList, search for a list you want and click the Add to SmartPhrase button. The list will be inserted into the phrase where the cursor is. 5. When edit is complete, select Accept. 14

15 SmartText 1. On SmartTool enabled text box, choose the SmartText icon. 2. When searching, the naming convention begins with 3 letters of that specialty. Favorites can be added to the favorites tab. Right click, select Add to Favorites (drag and drop to Favorites tab) OR highlight, click the Add Favorite button. 15

16 Viewing Your Dashboard Click this icon to open the dashboard From your Dashboard, you can see the following: 1. My in-patients 2. Schedule 3. Reports 4. Web Hyperlinks 5. In Basket Glance You also have the ability to customize some settings and this display. 16