Job Aid Office Visit Master Template

Transcription

1 Job Aid Office Visit Master Template You asked, we listened. Office Visit template is an upgrade to the office visit template of Falcon Physician, delivering faster loading times and easier navigation of the software; ultimately saving you time while echarting! This upgrade applies to new patient consultations and follow up visits. We strongly encourage you to try this new template and provide feedback, suggestions, and comments to your Customer Account Manager or the Falcon Physician support desk. Benefits and Features Easier Navigation After opening the template through Patient locator or echarting, select the Navigate To button from the top of the screen. You can also navigate by utilizing the Back and Next buttons. Customize You can customize your encounter by typing in any free-text field, and selecting that text as a snippet. A snippet is a drop-down option that you can create and save to use during another encounter. To create a snippet, type in any free-text field and select the green plus sign to the right of your text. If you d like this to be your default, select the check mark next to your snippet. Enhanced Selection The following are now integrated into the Assessment and Plan section: Assessment Notes Problems Care Plan Clinical Instructions to Patient Educational Materials Smoking Status OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 2

2 Selecting the template: Office Visit Template can be opened from two different locations: 1. Dashboard Patient Locator or; 2. echarting To select template from Patient Locator: 1. Dashboard Patient Locator 2. Select Create New 3. From the Add a new encounter pop up, select the Office Visit master template, located above your practice template and click Select. OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 3

3 To select template from echarting: 1. Main Menu echarting 2. Select echarting from the drop down 3. Click the Encounter button 4. From the Add a new encounter pop up, scroll to buttom and select Office Visit OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 4

4 Navigating the Template After opening the template either through Patient Locator or echarting: 1. From the top of the screen (within the Office Visit template), select the button to select a section from the drop down. You can also navigate by utilizing the Back and Next buttons. Important: You must click Save before navigating to another page. Falcon Physician only auto-saves after one minute of inactivity. You will receive a notification that your changes have been saved. OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 5

5 Snippets To add a snippet to an encounter:» Enter desired snippet text» Click this icon» If there is a default snippet, it will be marked with a green check-mark on the left-hand side. To create a new default snippet:» To add a new default, click on the outlined check-mark next to the snippet.» The check-mark will turn green to indicate it is the default. OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 6

6 To change the default:» Hover your mouse over snippet for check-mark to appear» Click on the check-mark (see example below)» This is now your new default and will move to the top of the list EXAMPLE: To make Snippet 2 your new default - hover your mouse over the text Snippet 2. After the check-mark appears, click the check-mark. The next time you log in, the Snippet you selected will appear as the default.» NOTE: Selecting a snippet by clicking on it does not make it your default. You must select the check-mark to make it your default. To delete a snippet:» Click on the icon to the right of the snippet OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 7

7 Save and Discard Changes Changed Features:» Save and Next button removed» Discard Changes button removed» Save button added» Back button added» Next button added New Look: SAVE Functions:» An encounter only auto-saves when you: Exit out of echarting; Select Sign & Finalize; or Are idle with no activity for one minute Auto Save Changes:» Encounters will no longer auto-save when navigating from one page to another, as this is no longer necessary and improves template performance.» You will receive A Save Warning Notification if you navigate away from Falcon Physician application. Encounter Stays Open The Encounter will not be closed in echarting, even if the user navigates to any other module. The Encounter will close only when you switch to another patient. Example: If I have an Encounter for Patient A open, and I navigate to Patient Manager, then click back to echarting, the Encounter will remain open. OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 8

8 DISCARD CHANGES:» Discard changes button was removed to ensure data integrity, and to align with industry best practices.» Viewing encounter notes: from the left hand side of echarting by clicking on the encounter note title or Patient Manager > Encounters.» To edit encounter notes: If the encounter note was previously finalized and a user clicks the edit icon, the user will need to re-finalize the note regardless of whether or not changes were made to the encounter note.» edit icon OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 9

9 Assessment and Plan All Physician Notes were moved to the Assessment & Plan section:» Assessment Notes» Problems» Care Plan» Clinical Instructions to Patient» Education Materials» Smoking Status OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 10

10 Important Information Falcon Physician is thrilled about the new Office Template and the opportunity to speed up your echarting times. Before you begin, please read the following: Copying from current practice template Practices can request that Falcon customizes and enables this functionality for their templates. Please contact your Account Manager to request this functionality and they will work with the providers in the practice to determine when the old templates can be disabled and the custom copy from previous is enabled for your practice. OFFICE VISIT MASTER TEMPLATE USER MANUAL PAGE 11