Sign Montana Work Order Later

Document type sign work order montana later

hello welcome to centricity electronic health record training we're going to review documents and orders 101 here are some important reminders before we begin logging in with the proper location of care setting your schedule preferences and where to find the centricity training and resources icon an important reminder for logging in is setting your location of care the location of care is very important to your schedule appointments documents feed tickets and billing are all tied together so please note that after you click your username and password please click the location of care that you're providing service bad day another reminder is setting your schedule preference when you go to your chart desktop make sure you can see your schedule if you can't you may access the chart desktop schedule preference job aid located on the training and resources SharePoint site please note that schedules are built under providers name's not interns therefore all interns will need to change their schedule before the first day of clinic the last reminder is where to find the training and resources icon if you click the icon located on your RDS cluster you will be accessing a SharePoint site you must login with your username and password that northwestern has given you and here you can find some very resourceful tips this one shows the GE readiness checklist for providers and interns first we're going to review HR documents opening and viewing documents how to create a document routing and signing documents and depending documents opening and viewing documents we're going to see the difference between documents in the chart and dark chart desktop conversion documents how to recognize the conversion that was completed in August of 2015 opening attachments versus opening documents document status types and document types documents in chart and documents in chart desktop often you will toggle between the chart and chart desktop the chart is actually the patient's chart you'll first click chart and then click documents to view the patient's documents but documents can also be routed to your chart desktop and this is the view of your summary typically when you log into CPS you take into your chart desktop if you see any documents here these are the documents that have been routed to your chart desktop you can also click the documents below to expand the same view with conversion documents you are recognizing them as an attachment under lk lk and how you recognize that is it's listed under the provider section of the document another way that you can see the expanded version is by clicking the attachment button but for here you'll only see a preview underneath the chart document and it will state conversion document by lklk so anytime you see a paperclip icon next to the date of the document click the attach button to open the PDF file this is a button that will take you to a PDF document and open an entirely separate window of that document all other documents are centricity documents if you see a piece of paper next to the date click the document button to open a larger view than the preview below both of these buttons are found on the right-hand center of your screen just click document such as a piece of paper and you will see an expanded view here another thing to be aware of his documents status documents have a status on the right-hand side of the screen typically they are signed when they are not sign you can see a number of different ways that it's not signed one in the upper left hand corner of the screen you will see a document for edit two you'll see a document that has a pencil icon next to it and three the status will either say on hold or in Prague in addition to converted documents many different types of documents can be created in centricity through an encounter or they can be loaded by the front desk some examples of encounters are listed here on the left but I wanted to make note that there are some other documents created by the front desk such as outcome measurements registration forms and also the conversion documents now we'll begin how to create a document it is important to open the patient's chart from the schedule will review how to start a new document and confirming very critical information before clicking ok and review the encounters used and examples of custom forms created / discipline when you are in your chart desktop you can click on the patient that is listed on your schedule for that day and right click on it to open chart or you can click open chart button located above when you click their name please note that when you open the patient's chart from the schedule it will cut down on the number of fields you have to manually update that ties the visit to your appointment and your feet ticket so orders and charges and diagnosis r / correctly applied to that appointment when you're starting a new document you will go into the patient's chart and you will see this button on the upper left hand corner of your screen click the new document button and once you do an update chart menu will appear review all this pertinent information before clicking ok the clinical date and time is correct the provider selected is the billable provider or supervisor for that appointment the location of care is correct this will be pre-loaded from how you logged in that day and the appointment is associated to this schedule this box will check down below when the appointment is synced to the patient's schedule and lastly encounter types used in custom forms when you click the left-hand part of your update chart menu you will see a list of options the options are basically how we select an encounter type this is the start of your document summary when you select this encounter for the the visit for that day forms will load in your document that is predetermined based on what you select here these custom forms were created in each discipline of Northwestern to intend to be a guide in creating your documents understanding your disciplines documents documentation standards is also very important review your disciplines training and resources for documents and videos that your discipline may have and confirm with your supervisor if you have any questions about what is required in your document now we will begin a tour centricity now I've logged into the RDS and I've opened the training environment from here my schedule preference is set to Bloomington all and I have pre-loaded some demo patients into the schedule for our practice when you log in you'll see many things looking at you try not to be overwhelmed by what you see and focus on the left hand side of your screen the left hand side of your screen shows this bar here that can be expanded or collapsed and you'll see up at the top we are in our chart desktop in our chart desktop we will see our schedule alerts and flags and documents that have been routed to us within here this is where we will open the patient's chart from the schedule for this testing and training purpose I loaded dr. finer with a few patients for Cairo and myself with a massage appointment and Victoria you it with a couple of acupuncture appointments I'm going to demonstrate opening each encounter for these appointments making mouse is selected here as a chiropractic established patient you can see the description of the appointment up here under type so to open this patient's chart I'm going to either right click open from chart or click once and click the open chart button at the top from here Mickey Mouse's chart opens so now if I wanted to go back to see my schedule for the next patient i would click chart desktop and see my schedule but when i click chart again it remembers the last person that i had logged into it also remembers the last person i logged into through the drop-down menu at the top under find patient so from here we select new document and it is important to be very careful about what you select here because I am logged in as myself it knows my location of care and who I am but for this example it's dr. finer and it's an established chiropractic visit so I'm going to scroll down to Cairo daily note and change the provider to dr. finer I can click the binoculars and click search last name first enter and there's dr. finer from here the location is also incorrect because I have logged in to be and CeCe Clinton serve is not a location and all of your orders will come back as admin hold we'll review that later but now that i have selected the appropriate provider and the appropriate location from the schedule it syncs the appointment to that patients appointment that is scheduled on this providers so this check box will appear as an associate to existing patient appointment on this clinical day now that I know all of my information is correct I will click OK once I do it will open a update chart menu and you'll know because we have our centricity practice solution open chart and an update of Mickey Mouse for chiropractic documents these are pre-loaded based on the encounter we selected and obviously this is a demo patient we would see treatment plan listed here from the previous initial evaluation and then we can begin our note under subjective chiropractors have a bit more information than other providers here and they actually have subjective complaints one through ten and they are able to select their subjective complaints and speak about each one as it expands so these documents are a bit more expansive than some of the other documents that is are in centricity but I do want to note that when you're in the document all this stuff is preloading your text version so you'll see the forms listed on the left as we have the forms button selected when we click the text button you'll see what I have selected here shows up in the text so if you go back to the forms and you select more information and you want to keep populating your note and the subjective complaint isn't it back let's say and the previous complaint is listed here pain scale they can list out examples and so on I'm just pre-loading some information so you can see what I'm trying to build for here so as they go through their exam and assess their document is loaded far more expansive than other documents another thing to be mindful of his radio buttons is only one drop downs give you a selection of what is an option within drop down you'll see some text boxes available for you to text free use a narrative version and then up at the top there's also tabs that give you more forms within a certain listed form so it kind of feels like you're clicking all over but once you get the hang of your disciplines documentation it should get easier and easier so it's important to review with your supervisor which part of your document is required for you to select and as we get farther in the document there is more information that is pre-loaded but in the end we will actually click end for this example I'm going to click end and hold and show you the other type of appointment or encounter type sorry so for Minnie Mouse it's a readmit 60 minute so we can open Minnie Mouse's chart from here her chart summary shows up lists her documents her orders and more information on the left but we're going to start a new document so click new document and from here it's a chiropractic re exam so they have a readout revaluation form and from here I'm going to sync it to the appropriate provider and location of care and click ok and this encounter type has many more forms because it's an evaluation and as they select information more stuff will expand each form is just a little bit different but like i said before based on the encounter that you select the forms will load on the left so this one shows a little bit more forms listed because it's a reexamination click tinkerbell new 90-minute from here there's a couple documents already on hold if you look at her documents you can see they're on hold here with the pencil and we will click new document or a new massage there's our initial evaluation and this one I am selected as the provider so i will click ok now that it is the proper location of care no it is not I'm logged in DLC there we go and it shows here that Victoria you would have seen her after this appointment so it's a good reminder to make sure you end on time and initial evaluation for massage these are the forms that will preload here there's different tabs on top and different selections and different text boxes based on the type of form looks like health history contraindication experiences and preferences goals complaints each form is a little different it was all developed almost two years ago now in our custom development before go live now I'm going to click end and hold and go back to my chart desktop we got two more to open to show you the example of different encounters Donald Duck is an established acupuncture we'll see there's one on hold here click new document this provider is Victoria Hewitt and it is acupuncture is an a and the provider Hewitt the location is set for here and now we see it sinks now you can click ok and for Donald Duck acupuncture is one encounter type but that may change soon depending on what enhancement gets approved or not but for acupuncture visits they have all their forms listed on the left here and each one is how they practice so chief complaint you can list out here your severity past medical sensations sweating dizziness sleep pattern pulse and then they also have their acupuncture points listed accessory techniques plan of care based on what you select within these forms sometimes they can expand and it develops your document here and the last one on our schedule just to be consistent hear a click on chart desktop tinkerbell open chart Victoria Hewitt will be an acupuncture visit the provider name click OK and associate with the proper location of care click OK and as you can see acupuncture will have the same list developed here so I'm going to press a hold now and we'll continue on with our training next we're going to review routing in signing documents routing steps overview routing to your providers only when your document is complete document signature providers and interns differences in their signature searching for a provider and review clinic policies in SharePoint site here's a little guide for routing steps it's highly suggested as an intern to route the document to your supervisor available provider only when the document is completed and ready to be signed so if you're not done with your document you would click end like I demonstrated you can route it to yourself by selecting me and click hold just as I have demonstrated but when you are done interns make sure you put the intern signature on the bottom of your note and you can see the intern signature job aid for more information click n and select the billable provider to route 2 which is typically pre-loaded because that's who you selected when you created the new document and click hold for providers before signing these documents when they're done by interns you want to review the quality of the note and if something is incorrect you can route it back to the intern confirm the interns signature sign the order the same day of the patient visit and sign the document within 72 hours of the patient visit / the timeline policy which will also review later but if the person you wish you're about to is not listed you can click the new to search for more users so after we are done we can click end and this is our routing options when you end an update it remembers you and it remembers the provider you selected if this is highlighted you can remove it if you want to just route it back to yourself you can also just route it to nobody and it stays in the patient's chart but it's a good reminder to route it to yourself if it's on hold from here this is where if you are done you would select the provider if you're an intern and then if they're not listed here you can select new and click the binoculars button to search for a new provider that may not be listed such as typing in their last name clicking okay and here is where it's a new routing information so you can tell them please review or I'll be in next week typically you can select signature action required a review and lso set the priority but most of the time the routing is done between who started it and the provider that they are under for that day so if you click me you click hold and for the supervisors that are picking up a document they can sign it we'll get into that in a second so document signature click the training and resources icon located on your RDS cluster to access the intern signature job a note I did put a few quick selections here on the PowerPoint to talk about how only the billable provider can sign documents and orders interns are required to sign the bottom of the document with a text version which is dot I sign plus the enter and this is the steps and as to how you would do that you would select the text version scroll to the bottom of the note type in I sign hit enter and those steps are located here so for interns a quick review click the text version go to the bottom of the document on the very last nine you would type a period I sign and hit enter this preloads the information for you as an intern signature next is searching for a provider which we kind of reviewed earlier you click the binocular button there's another job aid which is called searching for a provider basically the drop-down menu that is available in your selections for providers is based on your location and previous selections if you would like to select a new one you can click the binoculars button and the Search tab type in the last name click search highlight and click OK quite a few steps but once you have a list of people that you commonly speak with it will be available in your drop down and next is to review the policies for EHR documents providers and supervisors please visit the clinic sharepoint site there's a list of up-to-date policies one of the big policy is paperwork and timeline all billable providers are to sign the document by the end of the third business day the orders are to be signed or submitted to the billing department by the end of the same date of service as the patient visit and the end of day equals 1159 p.m. and these policies are available on the clinic sharepoint site and last about documents is appending documents unsigned documents can be edited for correction sign documents on the other hand cannot be edited or deleted for questions only appended so from here unsigned documents you can have a number of options of how to change a document obviously you can open it and edit the information within the form but if there's something specific like oops it should have been a different location or it should have been a different provider or the document needed to have a different name or document summary you can change all those things when it's unsigned you right click on the unsigned highlighted document and select change properties from here it takes you to a document properties window and you can change that information the type the provider location of care and so on and click OK this is where it is unsigned so you can change these properties with deleting a document all you have to do after you click end as I demonstrate it is click the discard document button rather than the sign or hold and a bit of a tongue twister here with centricity append is for documents am n is for orders I didn't think of it sorry sign documents can only be appended there's a button above documents listed called append and when you right click on the document to a pen or select this button here this will allow you to create a update this expanded new above is what the previous document was as signed so it gives you a little bit of a preview as you're trying to upend the document and what this text box is below is where you can state wrong date of service in turn with actually so and so or any difference in your subjective objective assessment plan procedure treatment plan all those a pens can be typed in here if you wanted to add a new form or do a completely new update you can click here to do a full update and it allows you to add those forms in from here you would sign if there is anything that the billing department or your supervisor or your chief of staff need to be aware of you can also click sign and route and communicate this append to somebody else with a pens you'll see this plus button it's just allowing you to expand showing there's another document attached to the original signed document so that is how you append sign documents going back into the patient's chart I'll click end and as a provider I have the right to sign this document and I will go ahead and click yes because we're in the testing environment it prompts me some things so for documents this one has been signed the document is expanded and a viewer option I didn't select anything gear so it isn't showing me anything but for documents that are on hold here you can just open it and change or you can right click change properties and change the original creation of the document only because it is unsigned for changing properties within signed documents it is unable to be completed but this is the append because there isn't anything in the document it would show up here normally but for here it was you know wrong date of service of course typo here so from here you can sign and I will click OK to sign and that is where they expanded append comes in so now to recap here EHR documents reviewed opening and viewing documents how to create a document routing and signing and appending documents next we will review HR orders 101 this ends the HR humans 101 thank you for your time