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Centers for Dialysis Care Electronic Medical Record Clarity: Physician & APN Training Module 1.

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Presentation on theme: "Centers for Dialysis Care Electronic Medical Record Clarity: Physician & APN Training Module 1."— Presentation transcript:

1 Centers for Dialysis Care Electronic Medical Record Clarity: Physician & APN Training Module 1

2 Table of Contents Introduction Comments and Notes Table of Contents 2

3 Introduction 3 You may view the slides in order, or pick a topic by double clicking the box on the table of contents. Return to the Table of Contents by double clicking the box next to page #. The purpose of this presentation is to teach you 1.Login in at the CDC facility 2.Login remotely over the Internet using the Citrix Server 3.Basic navigation from the Clarity Home Page 4.The Message and Task Application 5.Signing Orders 6.Documenting face to face rounding Real-Time Charting (RTC) 7.Documenting an Office Visit (MD office visit – electronic) 8.Documenting an Office Lab review (MD office lab review – electronic) 9.Writing Progress Notes 10.Problem Lists 11.Medication Lists 12.Writing Orders other than orders in the Physician Tab of Real-Time Charting 13.The Clarity Reports 14.Built in Clarity Help Functions 15.Frequently asked Questions from CDC MD users

4 Table of Contents You must have a CDC User ID and Password to use the CDC electronic medical record. If you are new to the CDC information systems, or if your current DiProton User ID and Password do not work in Clarity, please call or the Help Desk to set up a user account at (216) x149. Clarity does NOT support any browser BUT Internet Explorer. The presentation assumes you know basic Windows and Internet Explorer navigation techniques. If these terms are foreign to you, please call the Help Desk for assistance. If you view this presentation on a computer connected to the Internet, clicking on the URL links (ex: on the slides will take you to the actual site on the We will complete the roll out of Clarity to all of our facilities by the end of Some of the screens demonstrated in this presentation may be slightly different from the production application due to enhancements made as we go along. The essential functionality and navigation process will not change. Throughout this presentation the text NP Organization E-Signature denotes a path to take from the Navigation Pane through the sub-menus. In this case to get to the E-Signature screens from the Navigation Pane (NP). Clarity uses drop down boxes for selection choices. Touching the down arrow reveals the choices. Scroll down and click your choice. Click GO or Search to finish. Notes 4

5 Table of Contents Note to MacIntosh (Apple) Users 5 1.While Clarity requires Internet Explorer, when you connect over the internet you are connected to CDCs citrix server. When you launch the application you will be using the Internet Explorer application within CDC. 2.The Problem for most Mac users is to launch the Citrix client successfully. 3.When you connect to you will see the following window. If you try to start Clarity and you get a message about Citrix, download the client noted in the message window. Also, be sure you have the most recent version of Safari or

6 Table of Contents 6 cdc help desk Introduction and NotesPatient Progress Notes Connecting to CDC EMRUsing Checklists Navigating ClarityMedications & Allergies Signing Verbal OrdersProblem Lists Writing OrdersReports Dialysis RoundsHelp Functions

7 Table of Contents Connecting To the CDC EMR Login at the Facility Login over the Internet 7

8 Table of Contents General Comments about Login 8 1. You may use Clarity from any computer in a CDC facility. 2. You may use Clarity over the internet using the CDC Citrix Server. 3. In either case, the process will take you to the same Clarity Login screen and Home Page. 4. Clarity functions the same way irrespective of how you launch it. 5. You Login to the Home Page (Welcome Screen). If you navigate to other Clarity sections you may be asked if you wish to continue the Login Session (just say yes). If you are timed- out of the Login, you will not lose the work in your active window if you are doing a checklist or Real-Time Charting.

9 Table of Contents Login from CDC Facility 9 Double click on Clarity Login

10 Table of Contents Login from CDC Facility 10 Note: Both User ID and Passwords fields are case sensitive Type in your User ID (Press TAB to go to password box) Type in your password Click the I Accept button or hit ENTER to complete login

11 Table of Contents Login from the Internet 11 1.Type in your address bar in the browser 2.Mouse Over either to CDC Users 3.Double Click CDC Citrix Login

12 Table of Contents Login from the Internet 12 1.Type your User name and Password as usual (case sensitive) 2.You can expedite this process by going directly to 3.You can also drag this URL from the address window to your desktop creating a Desktop Short Cut

13 Table of Contents Login from the Internet 13 Choose this Clarity icon (NOT the desktop icon )

14 Table of Contents Navigating through Clarity Home Page Window Control 14

15 Table of Contents Clarity Home Page 15 YOUR NAME Physician USER Your Name and system notices Welcome Screen and News area Navigation Pane Click for sub-menus Navigation Pane Click for sub-menus Messages and Tasks Notification You have 1 new message and 1 new task..

16 Table of Contents Clarity Home Page, Messages and Tasks 16 USER, Physician Physician USER Clicking on the Message or Task Icon will open the indicated window in the Welcome Screen. Clicking on the date of the Task or Message will reveal the contents. Respond as you would to any . CDC has not developed a procedure for these functions. Messages sent via this utility stay within Clarity. They do not go to the system. YOUR NAME

17 Table of Contents Navigation: Select a Patient 17 All patient specific actions (write or review a note, checklist, order, or report) begin with the same patient selection screen shown on the next slide. You need only select clinic, patient, and status if you are looking for one patient. If you are looking for groups of patients you can add more filters from the drop down menus. If you get a no record found message, you may have chosen the wrong facility or status (choosing All under status will find patients currently in the hospital or pending transfer in). If you are switching from patient to patient in different facilities, the program may revert to your default clinic. A good way to find all your patients at a given facility is to specify the clinic, choose All in the status box, choose your name from the Primary Nephrologist drop down menu and click Search. This action will list your patients. You can use the printing function on your browser to print the displayed page from print preview.

18 Table of Contents Navigation: Select a Patient 18 Choosing yourself from the Primary Nephrologist drop down list and not specifying a patient, will generate a list of all your patients in the selected clinic Choose ALL unless you are sure your patient is not in the hospital or pending Click search to find the patient If your search returns No records found, check the Clinic choice, Status and spelling of name YOUR NAME

19 Table of Contents Navigating through Clarity 19 From the Home Page choose Patient on the navigation pane. Choosing Patient will display a sub-menu of choices within the Patient specific applications. In this case immunizations were selected. Choosing any of the values in the Patient sub -menu will take you to a patient selection screen. Physician USER YOUR NAME

20 Table of Contents Notes On the Clarity Window Control 20 The page that shows the navigation pane and the Welcome message is the Home Page. When you open a file from the navigation pane, some will open in the area of the welcome message, some will open as utility on their own page. Those that open in their own page, will not have a navigation pane. In this case, the Home Page (Navigation Pane) may be in a window behind the new window. You can appreciate the sequence by toggling the window size button on the Internet Explorer Title bar. This perspective is demonstrated on the next few slides. You LOGOUT of the home page. You merely close the other types of pages.

21 Table of Contents Clarity Window Control 21 Clicking this icon minimizes the window and puts it down on the start bar on your desktop. Bring it back by clicking on the title Clicking this icon will toggle between a full screen and scalable window. In the full screen mode, the other windows will be behind (not lost or closed). See next slide. Toggling this icon will close the page. If you close the home page, it will log you off Clarity. Closing pages without the navigation pane will not log you off clarity. YOUR NAME

22 Table of Contents Clarity Window Control 22 Both of these windows are in the scalable mode. Toggling these boxes will bring them to the full screen mode putting the other window behind. In the scalable mode, you can resize the window by click dragging this corner to change the vertical/horizontal dimensions.

23 Table of Contents Signing Verbal Orders E-Signature 23

24 Table of Contents Clarity E-Signature ( NP Organization E-Signature) 24 Physician USER You have 1 new message and 1 new task.. Physician User You sign your verbal orders via this path to the screens shown next. YOUR NAME

25 Table of Contents NP Organization E-Signature 25 Select Clinic and Status Click Search Orders are displayed one page at a time Select Clinic and Status Click Search Orders are displayed one page at a time Clicking this box checks all the orders on the page, otherwise click one order at a time Click reject if you did not give the order Navigate from page to page 1.Review all the orders. Check one at a time or all by checking the box on the first row. 2.Type your User Name and Password. 3.If you wish a copy of your signed orders, click Show Report. 4.Click Sign Selected (everything you checked will be signed, or the whole page if you checked the first box. 5.Go on to the next page and repeat the process. 6.If you reject a medication order, it is placed on hold. Other rejected orders are cancelled. The facility runs a rejected order report. 7.If you see numerous orders that you did not give or do not recognize, please notify the Facility Manager.

26 Table of Contents Patient Progress Notes Reviewing Patient Notes Writing Patient Notes 26

27 Table of Contents Clarity: Patient notes 27 There are 2 ways to write a note in Clarity: 1. A free text note (NP Patient Notes) A typed text note with a TYPE drop down choice list, a summary line and a text insertion window. Starts, as do all Patient choices at the Select Patient screen. 2. A Check List (NP Patient Patient Checklists) An interactive note that incorporates formatted text, current data from the dialysis and laboratory results and free text insertion windows. Once completed, it remains in its list form or can be printed as a report. While their content is different, they all work the same way. 3. We will discuss the Office Lab Review, Office Visit, and Real Time Charting Physician Note in this presentation.

28 Table of Contents Clarity: Free text patient notes. 28 You can review, print and write patient notes from NP Patient Notes. You can import text notes from the computer clipboard into these notes. You can review notes written from checklists. Orders written from NP Patient Physician Orders are reviewable here. This path will take you to Select a Patient if you are not already working with a patient. The next slide shows index screen after you have selected a patient.

29 Table of Contents Clarity: Reviewing Patient Notes 29 By using type and/or date filters you can look at specific notes. In this case all the MD Office Lab Reviews for this patient are listed. You can change patients by clicking here. Review an individual note by clicking on the date. Clicking Notes Report displays the content of all the progress notes in chronological order. Clicking on the column heading (in any table like this in Clarity) will sort the rows by that column.

30 Table of Contents Clarity: Writing Patient Notes 30 By clicking on Add New you can write a note on the patient listed at the top of the page.

31 Table of Contents Clarity: Writing Progress Notes 31 Date and Time stamps are supplied. Choose a type from the drop down list. In this case Hospital Progress Note is chosen. Patient undergoing evaluation for GI bleeding …etc. Type a summary of the note. Then type your note in the note entry box. When finished click Add. Any text that is on the computer s clipboard can be pasted [Ctrl-V] into this space such as discharge summaries, op notes, x-ray reports etc. The note can be attached to a dialysis treatment by clicking here. Grayed out fields are not active in the note writing screen.

32 Table of Contents Problem Lists Multidisciplinary Problem and Diagnosis List 32

33 Table of Contents Clarity: Problem List (NP Patient Problem List) 33 Problems can be medical diagnoses, or active care plan issues. The completeness of this list will support co-morbidity documentation under the new bundled payment system. All disciplines can enter and modify problems. Problem List report: NP Patient Reports Problem List The problems are printed on the Problem List Report. The following slide shows how to add, modify (update), or delete a problem.

34 Table of Contents Clarity: Problem List Maintenance NP Patient Problem List NP Patient Report Problem List 34 Add New or Update (by clicking on) problem Choose (or change) the category (organ system) Indicate whether active or not Free text comment or explanation Put ICD9 code (search via Select ICD-9). Text Automatically displayed. Indicate if you wish the problem displayed Place a start (or supply stop) date on reports Add, Submit, or Delete Problem List Report Looks like this

35 Table of Contents Medications & Allergies Medication List Medication Report Patient Allergies 35

36 Table of Contents Clarity: Medication List (NP Patient Medications) 36 Staff enters orders for medication starts, stops, or changes at NP Patient Medications Either MDs, or APNs, or Staff can enter Medication Allergies. Allergies (NP Patient Medication Allergies) are displayed both on the List and the Report MDs and APNs should place medication orders in NP Patient Physician Orders (or RTC orders) Once the staff enters the order, it will display on the Medication List Report (NP Reports Patient Reports Medications)

37 Table of Contents Clarity: Medication List and Report NP Patient Medications NP Reports Patient Report Medications 37 Displays Allergies Choices for Status of Medication Click on Med for order details and history Not formatted for printing and filing in office record. Printed version suitable to file in office chart Run for a defined date range Allergies and date of last med review displayed Dose history of meds given during dialysis listed (for date range)

38 Table of Contents Clarity: Medication Allergies 38 Add or update a medication allergy Find medication in Select Medication Specify the type of reaction Add or Submit to display on medication list and report Clicking Update Allergy etc… will return an Access Denied error message (dont do it).

39 Table of Contents Writing Notes Using Checklists Checklists Office Lab Review: Checklists: Office Visit 39

40 Table of Contents Clarity: Checklist (NP Patient Patient Checklists) 40 From the Navigation Pane chose Patient From the Patient Sub Menu choose Patient Checklists On the next screen you will chose what checklist you wish to use

41 Table of Contents Clarity: Checklists, Office Lab Review 41 1.Choose MD OFFICE LAB REVIEW (ELECTRONIC) & click GO. 2.The next slide shows the OFFICE LAB REVIEW check list. 3.Note that the Check List opens in its own window. There is no Navigation Pane on this window. Clicking the X box in the upper right hand corner will close this window only. The Clarity navigation pane may be behind this window if you have not toggled the scalable option. 4.You can print this checklist to document your review in your office record. 5.YOU CANNOT PUT ORDERS ON THIS CHECKLIST. That functionality is in development. 6.To write orders you must go NP Patient Physician Orders

42 Table of Contents Clarity: Checklists, Office Lab Review 42 1.Select the appropriate Clinic and Patient from the drop down boxes. 2.Select your name from the Physician UPIN drop down box. Type month of the data reviewed. 3.You may review previous notes by using the History drop down menu. 4.Go through the list responding to the prompts. 5.Clicking on text like View BP trends report will display the most recent BP data in a PDF page. Close the page after you review it. 6.Enter free text as you wish in the adjacent Notes column. 7.Indicate whether the patient is stable or unstable (and the reason for the unstable status). 8.Sign the note with your User Name and Password. 9.If you wish to write orders, go to NP Patient Physician Orders. 10.Go on to the next patient by changing the Name and Clinic in the selection boxes. After you have signed the note, you can print it for your records.

43 Table of Contents Clarity: Checklists, MD Office Visit 43 From NP Patient Patient Checklists Choose MD Office Visit (electronic) Choose the patient from the Select Patient screen. Complete the check list as noted in the next screen. 1.You may document your H & P on this check list. 2.You can review dialysis, BP, medications, and cumulative laboratory results. 3.You can print this report to place in your office record. 4.As of yet, you CANNOT write orders in this checklist. 5.You can write orders by NP Patient Physician Orders.

44 Table of Contents Clarity : Checklists, MD Office Visit 44 1.Choose the Clinic and Patient. 2.Choose your name from the MD list. 3.Record the CC, PI etc. in either of the text entry boxes (Value or Notes). 4.View the Linked Reports. Comment in the adjacent Notes column. 5.Record your Exam by clicking the organ system and adding the observations in the adjacent Notes column. 6.Complete your assessment and plans. 7.Sign with your User Name and Password. 8.Print the report for your office records. 9.To write orders you must go NP Patient Physician Orders

45 Table of Contents Writing Orders Orders not Associated with Dialysis Real-Time Charting 45

46 Table of Contents Clarity Writing Orders (NP Patient Physician Orders) 46 From the navigation pane chose Patient From the Patient Sub- Menu chose Physician Orders Select Patient from the Select Patient screen The next screen is the physician order panel.

47 Table of Contents Clarity Writing Orders (NP Patient Physician Orders) 47 1.You can review existing orders by clicking on the orders date. 2.You can change patients by clicking the Change box to bring up the Select Patient screen. 3.You can add a new order for the patient listed by clicking Add New 4.Clicking Add New brings up the screen shown in the panel to the right. 1.The date and time stamp are supplied 2.Write a summary of the order in the Summary box. 3.Write the order(s) in the text entry window. 4.You may write as many orders as you wish. 5.Please put each order on its own line. 6.Please use the standard hospital order writing conventions. 7.No abbreviations. Increase Dry Weight to 68 KG NOT dw to Click Add. If the Add button is not displayed, you cannot enter the order. You are likely in an some other users login. 9.These orders are checked twice a day. You should call the facility if the order you wrote is urgent or if it pertains to todays dialysis.

48 Table of Contents Dialysis Rounds The Treatment Menu Rounding Physician Dashboard Real-Time Charting 48

49 Table of Contents Clarity: The Treatment Menu 49 Treatment History lists an individual patients treatments. You can click on the date to see the treatment. Rounding Physician Dashboard (see next slide) lists your patients for that day. This is useful place to plan your rounds. RTC Status states the current status of dialyzing patients. Real-Time Charting (RTC) is where you do and document your face to face rounding. These as table format reports. Clicking underlined text opens the treatment or patient dialysis RTC record.

50 Table of Contents Clarity: Rounding Physician Dashboard 50 One, Patient Two, Patient Three, Patient 1.Pick your name and todays date. Search will list all patients assigned to you. 2.Clicking on the patients name will open their RTC record. 3.The table lists the scheduled time and treatment station. 4.Any requests from the RN staff are listed in the last two columns. 5.You can get a list of your rounding patients by printing this table using the printer function of your browser through print preview. 6.There should be a list of your patients in your CDC mailbox.

51 Table of Contents Clarity: Dialysis Rounds Real-Time Charting 51 Dialysis, face to face rounding is done through a utility named Real- Time Charting. You can review all the current dialysis data, nursing and tech documentation, and machine data through this application. Through the Physician tab, you can review previous dialysis records, laboratory, BP and medication reports. You can write orders through this application. You can receive messages from the nursing staff about issues requiring your attention during rounds. You can document your participation in the Unstable Care Plan IDT meeting.

52 Table of Contents Notes on Rounding at CDC 52 We expect that notes are entered during or shortly after the visit. The computer stands can be lowered, allowing you to sit and talk to the patient while reviewing their data. If the system is down, there are down time forms for you to use. Hand Hygiene You must wear disposable gloves when you use the chair-side computer terminals. You should do hand hygiene before and after using terminals at the center desk, though you do not need to wear gloves at the terminals away from the chair-side.

53 Table of Contents Clarity: Real Time Charting (RTC) 53 From the NP Treatments Real- Time Charting If you use the terminals at the station, the utility will already be open. You need to choose the patient from the Start bar in the Windows desktop. You can review the dialysis prescription (though there is a more efficient way – see patient reports) The next slides go through the process of documenting face to face rounding. Patient, Name

54 Table of Contents Clarity: Real-Time Charting 54 1.There are 6 tabs. You will document only in Phy Rounding. 2.Make the appropriate clinic and patient selection choices. 3.You may review previous notes by the History drop down choice. (Be sure to return to todays date before writing a note). 4.The record and types of notes (RP monthly assessment or Rounding Visit) are listed. 5.The record of hospitalizations is listed. If you enter your note after the treatment is signed off by the RN, it will not appear in this list.

55 Table of Contents Clarity : Real-Time Charting 55 1.A series of links to current data reports can be opened and reviewed. 2.You may make your comments in the Notes column adjacent to the value column. 3.Do not put orders in the Notes column.

56 Table of Contents Clarity: Real-Time Charting 56 Select the Level of Visit (mandatory field). If you are doing an RP Monthly Assessment, check the box. Add comments as appropriate to the adjacent Notes column.

57 Table of Contents Clarity: Real-Time Charting 57 Document your H & P as indicated. Respond to the Physician Request if one is present. If no response needed, *NONE* will appear in this space. Review the listed Dialysis and Laboratory data. Indicate if your rounds are part of an IDT unstable care conference. You may write orders on this check list. Tell the charge nurse about any STAT orders. Sign with User Name and Password. Change to the next patient from the selection box at the top of the form.

58 Table of Contents Clarity: Real-Time Charting 58 If you make a comment in the Notes column and there are a series of radio buttons in the values column, be sure to check one of them. If you miss a required field, you will not be able to sign off the note until that field is completed. You will get an error message in red identifying the missing information. Correct the omission and re-sign the note. You cannot change to the next patient until you have signed off the current patient. As you round, you will inevitably think of things that we can add, change or make better. Please your suggestions to the help desk. We do want this application to serve your needs. We will work with the physician users to enhance this program.

59 Table of Contents Running Reports Patient Specific Reports Batch Reports using Advanced Mode 59

60 Table of Contents Clarity: Patient Specific Reports (NP Reports Patients) 60 From NP Reports Patient Reports To a Select Patient screen if you are not already working with a specific patient. To a report selection drop down menu if you are already working with a patient.

61 61 Run for current patient or Select a new patient Choose a report type Select a date range Select Output Type then Run Report

62 Table of Contents Clarity : Regularly Useful Reports NP Reports Patient Reports 62 Dialysis Orders >> Dialysis Prescription Medication List >> Medications Vascular Access >> Access History (includes transonic results) Completed Flow Sheets >> RTC Hemodialysis Treatment Information General review of orders, labs, treatments >> Patient Summary Lab Results >> Monthly Labs: expanded HGB trends with meds history >> Anemia Trends Demographics >> Registration Information Dry weight and Blood Pressure History >> Blood Pressure Trends Attendance and treatment time adherence >> Hemodialysis Treatment Times You can get a description of the report by clicking on the More Info link:

63 Table of Contents Clarity : Combining Patient Reports with the advanced mode to create and save a batch 63 A useful way to review your patients each month, is to run key reports that help you to interpret dialysis and laboratory data. By combining BP, Treatment Time, HGB & trends, in to a single report run for all your patients at a given facility, you can save the time of opening each of these. Run them to a.pdf file that you keep open on your desktop and you can review each patient quickly as you complete the check list. The next few slides demonstrate this method.

64 Table of Contents Clarity: Batch Reporting 64 Report Patient Report Choose a patient Choose the first report Click Advanced Mode Add additional reports Select a date range Click Next

65 Table of Contents Clarity: Batch Reporting 65 Select yourself from the care provider box. Run the report. The report will open in a PDF file. You can find the patients in the file by putting their name in search box at the top of the file. pdf reader tool bar

66 Table of Contents Help With Clarity Built in Help Functions CDC Frequently Asked Questions The CDC IT Help Desk 66

67 Table of Contents Clarity: Help Functions 67 There are a number of useful built in help functions. Additionally, as shown on the following slide, there a screen and report specific help functions.

68 Table of Contents Clarity: Help Functions 68 Page Specific help is seen in the upper right hand corner of many screens. Clicking it will open a help window. Reports list the content and source of data in the More Info link. Checking these does not alter your report or login status. All of these functions are read only. Feel free to explore, you cannot hurt the data base (or break the internet).

69 Table of Contents Frequently Asked CDC MD Questions 69 I am in the hospital, at home, or in my office, how do I connect to the CDC EMR? From any Internet Explorer web browser type follow the instructions in this slide set here. I am in the hospital, how do I get dialysis orders and treatment summaries? NP Report Patient Reports Dialysis Prescription NP Reports Patient Reports RTC Hemodialysis Treatment Information date range I am in the hospital and I want to make a progress note about the condition of the patient and update orders for return to CDC. NP Patient Notes Hospital Progress Note NP Patient Physician Orders Add New write summary and order Add I would like to print a medication list for my office chart. NP Reports Patient Reports Medications I want to include a copy of the patient labs for my office chart. NP Reports Patient Reports Monthly labs: expanded (continued) Internet Login

70 Table of Contents 70 Frequently Asked CDC MD Questions cont I want to add a new event/diagnosis to co-morbidities where do I add this? NP Patient Problem List Add New I want to write an order for a new medication, where to I write it? NP Patient Physician Orders free text orders How do I sign off verbal orders? NP Organization E Signature I want to order labs on a patient. NP Patient Physician Orders free text orders

71 Table of Contents Contacting CDC Help Desk 8 am to 5 pm, Monday thru Friday (216) x149 71

72 Table of Contents Clarity Quiz Please take quiz and fax to Education Department (216)

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