P2P Manual for ecw Users

Transcription

1 P2P Manual for ecw Users Contents Sending Referrals (To Specialist) pg. 2 Receiving Referrals pg. 5 Adding Referring Provider s Structured Medical Data pg. 6 Sending Consult Note (From Specialist) pg. 7 Sending a Patient Record pg. 8 Messaging pg. 10 Support If you have any questions, please contact: Dr. Laura Hill, ecw/p2p Physician Support , laurashea@mac.com Deb Kimball, Physician Liaison/P2P Education , dkimball@mhc.net Renee Gerrie, ecw Support , rgerrie@mhc.net Websites munsonhealthcare.org/p2p jointhenetwork.com Rev. Nov. 12,

2 Sending Referrals (To Specialist) 1. Click next to Provider 2. Select P2P Providers 3. Select provider. Click OK. Rev. Nov. 12,

3 4. Type brief REASON FOR REFERRAL. Do NOT exceed visible area as this is what referring provider sees when the referral is opened. Note if you want specialist to schedule patient s appointment. 5. If more clinical detail is needed than what is included in referral HPI and Reason for Referral line: Click on Notes tab, then type more information in Clinical Notes. Rev. Nov. 12,

4 6. Click on Attachments button. Shows number of attachments 7. Click OK. Select attachments: labs/ x-rays/ progress note. Check Attach CCD/CCR box. CCD/CCR: Clinical Care Document/Record If sending Progress Notes, uncheck Attach Medical Summary as it includes the same information and is a large amount of information for the referring provider to read. CCR: The CCR will not transmit successfully unless the medication list, allergy list, and problem list are verified prior to sending the referral. Send Referral button will turn green if sent. Can also confirm sent by going to R jelly bean and checking outgoing referrals. 8. Click Send Referral Rev. Nov. 12,

5 Receiving Referrals 1. To access Incoming Referrals, click the letter R next the R jelly bean. Once you open the referral, you can match to an existing patient or register a new patient. You will be prompted to save incoming referral documents into the Patient Documents area. They will be automatically filed into the ECW P2P Documents folder. They can easily be re-filed by dragging and dropping into a different folder. 2. ecw P2P Documents folder Rev. Nov. 12,

6 Adding Referring Provider s Structured Medical Data to Your EMR 1. Open Progress Note 2. Click DRTLA tab When the patient arrives for the appointment, the provider can view and optionally import the structured data elements by clicking on the DRTLA tab, then CCR link. Note: This can potentially save a lot of time as the provider does not need to re-enter these data elements. 3. Click CCR 4. CCR 5. Click on blue arrows to pull over desired date into patient record Rev. Nov. 12,

7 Send Consult Note (From Specialist) 1. From Progress Note, click on SEND button 2. Check box. Defaults to Fax; click on Fax and select etransmit 3a. Select P2P Providers 3b. Select Northern Michigan 4. Select P2P provider 5. Click Send. 6. Receive confirmation. Rev. Nov. 12,

8 Sending a Patient Record 1. Click Send ecw P2P Patient Record 2. Select Patient by clicking on 3. Select Provider by clicking on 4. Type Subject 5. Type a message or use the next to Message: to use a customized message. 6. Click Attachments Rev. Nov. 12,

9 7. Select attachments: labs/ x-rays/ progress note. Check Attach CCD/CCR box. If sending Progress Notes, uncheck Attach Medical Summary as it includes the same information and is a large amount of information for the receiving provider to read. 8. Click OK. 9. Click Send Rev. Nov. 12,

10 Messaging To send a message to another provider within the P2P network: Only use Messaging AFTER asking provider if OK to communicate via P2P Messaging. 1. From M jelly bean, click Create ecw P2P Message. 2. Click 3. Select provider from Address Book 4. Click OK 5. Type Subject 6. Type a message or use the next to Message: to use a customized message. 7. Click to Send Note: attachments can t be added to messages; use Send the ecw P2P Patient Record option instead. Also, messages sent through this method do not become a part of the patient s record. Instead, send a referral or outgoing patient record to send records that can be attached to a patient s chart. Rev. Nov. 12,