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Page 1 of 42 Page 1 of 28 Module 3: Block 3 Call Management Objectives As a result of this module the student should demonstrate the following competencies:

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Presentation on theme: "Page 1 of 42 Page 1 of 28 Module 3: Block 3 Call Management Objectives As a result of this module the student should demonstrate the following competencies:"— Presentation transcript:

1 Page 1 of 42 Page 1 of 28 Module 3: Block 3 Call Management Objectives As a result of this module the student should demonstrate the following competencies: SoftLab Super User/End User Training Module 3: Block 3 Call Management SoftLab Super User/End User Training State the conditions for an order to be called Utilize call list screens Perform call list data entry Add call comments Create a fax from a call list

2 Page 2 of 42 SoftLab/Mic Block 3 - Conditions for an Order to be Called Specimens selected TO BE CALLED in Result Entry window (Check box is checked). All tests with PANIC results. Specific predefined individual tests that MUST be called regardless of result value, e.g., PROT and APTT. Tests that are selected life threatening or other criteria under RBS Setup. All orders with Stat priority. Determined by System Administrator, possible conditions could include: Orders selected TO BE CALLED in Order Entry window (Check box is checked). All orders that contain abnormal, low, or high results and that are selected as pre-op under Wards/Clinics setup.

3 Page 3 of 42 SoftLab/Mic Block 3 - Search Criteria Tab Click Call List Request. In the actual module, this would require a double-click.

4 Page 4 of 42 Ward - Displays the ward or clinic ID. - Enter a ward ID to include only results associated with the specified ward in the call list. - Click the arrow button (or press F2) to select from a list of predefined ward codes. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

5 Page 5 of 42 Doctor - This field displays the doctor ID. - Enter a doctor ID to include only results associated with the specified doctor in the call list. - Click the arrow button (or press F2) to select from a list of predefined doctors. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

6 Page 6 of 42 Reg/Depot - Displays the region or depot code. - Enter a region or depot code to include only results associated with the specified region/depot in the call list. - Click the arrow button (or press F2) to select from a list of predefined codes. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

7 Page 7 of 42 All Inpatient Calls - Click this check box to qualify all inpatient orders on the Call List. - Inpatient calls are sorted by the patient's Ward/Clinic. - Orders for one patient are grouped together. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

8 Page 8 of 42 All Outpatient Calls - Click this check box to qualify all outpatient orders on the Call List. Predefined test Calls - Click this check box to qualify pre-defined Individual tests (as defined by Hosparams) on the Call List. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

9 Page 9 of 42 Life threatening - Click this check box to qualify orders with life threatening results (as defined under RBS Setup) on the Call List. Panic results - Click this check box to qualify orders with at least one panic result on the Call List. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

10 Page 10 of 42 Stat orders - Click this check box to qualify orders with a Stat priority on the Call List. Pre-op orders - Click this check box to qualify orders for Pre-op clinic patients on the Call List. - Note: Pre-ops = checked in the Wards/Clinics setup file. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

11 Page 11 of 42 Include calls from: or last day(s) - These options enable you to define calls received since a specific date, or within a set number of calendar days. - Use the drop-down menus to populate these fields OR may be defaulted by Hosparam. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

12 Page 12 of 42 Delete Test Button (F8) - The Delete Test button enables you to delete test for a particular session. - To delete tests for a particular session click Del. test F8, or press F8 and only tests which are now listed will qualify. Defaults (F9) - The Defaults button enables you to restore your defaults. SoftLab/Mic Block 3 - Search Criteria Tab Click on the slide to see a description of each of the fields in the Call List window.

13 Page 13 of 42 Search F12 - The Search button enables you to search for call requests. After you enter all applicable search criteria, click Search or press F12 to display the Results tab. - This tab contains information about how many orders qualified for each condition you specified. SoftLab/Mic Block 3 - Search Criteria Tab Click Search when you are finished reading this slide.

14 Page 14 of 42 SoftLab/Mic Block 3 - Search Criteria Tab Click this (+) sign to expand All outpatient calls.

15 Page 15 of 42 SoftLab/Mic Block 3 - Search Criteria Tab Click this patient. In the actual module, this would require a double-click.

16 Page 16 of 42 SoftLab/Mic Block 3 - Search Criteria Tab

17 Page 17 of 42 Click the Depot button to see its description. SoftLab/Mic Block 3 - Results Tab

18 Page 18 of 42 Click the Patient button to see its description. SoftLab/Mic Block 3 - Results Tab Depot (Sort by depot) - The Depot button enables you to display orders to be called for one depot. - Click the Depot button to display orders to be called for one depot. - The list of depots displays (multisite only). Click the ( + ) sign to open a region and double-click the desired order.

19 Page 19 of 42 Click the Ward button to see its description. SoftLab/Mic Block 3 - Results Tab Patient (Sort by patient) -The Patient button enables you to display orders to be called for one patient. -Click the Patient button to display orders to be called for one patient. -The list of patients (arranged by MRN) displays. Click the ( + ) sign to open a patient and double- click the desired order.

20 Page 20 of 42 Click the Doctor button to see its description. SoftLab/Mic Block 3 - Results Tab Ward (Sort by ward) -The Ward button enables you to display orders to be called for one ward. -Click the Ward button to display orders to be called for one ward. The list of wards displays. -Click ( + ) to open a ward and double-click the desired order.

21 Page 21 of 42 Click the Specimen button to see its description. SoftLab/Mic Block 3 - Results Tab Doctor (Sort by doctor) - Click the Doctor button to display orders to be called for one doctor. - The list of doctors displays. - Click the ( + ) sign to open a doctor and double-click the desired order.

22 Page 22 of 42 Click the Order button to see its description. SoftLab/Mic Block 3 - Results Tab Specimen (Sort by Specimen) - The Specimen button enables you to display orders to be called for certain specimens. - Click the Specimen button to display orders to be called for certain specimens. - The list of specimens displays. - Click the ( + ) sign to open a specimen and double-click the desired order.

23 Page 23 of 42 SoftLab/Mic Block 3 - Results Tab Order (Sort by order) - Click the Orders button to display a list of orders to be called. - The list of orders to call displays. - Double-click the desired order. Click on the slide to see begin seeing Patient Information field descriptions.

24 Page 24 of 42 Patient Information - Name (last, first, middle) - This field displays the patients full name. - MRN - This field displays the patients MRN. SoftLab/Mic Block 3 - Call List Screen Patient Demographics - Billing # - This field displays the patients billing number. - Order - This field displays the patients order number. - Sex - This field displays the patients gender. Click on the slide to see the other Patient Information field descriptions.

25 Page 25 of 42 SoftLab/Mic Block 3 - Call List Screen Patient Demographics Patient Information - Age - This field displays the patients age. - Ward - This field displays the ward associated with the patient. - Room - This field displays the patients room number. - Phone - This field displays the patients telephone number. - More – This button enables you to view additional patient information. Click on the slide to begin seeing the Call Information field descriptions.

26 Page 26 of 42 SoftLab/Mic Block 3 - Call Information Call Information - Call Info - This check box displays the condition, which qualified the order to be called (e.g., Preop, Marked, Specimen, Stat, Panic, Threat). - Doctor - This field displays the doctor ID, last and first name, phone number, and extension number. - Ward - This field displays the Clinic ID, location, phone number, and extension number. - Call Comm - This field displays a free-text comment. Click on the slide to see the other Call Information field descriptions.

27 Page 27 of 42 SoftLab/Mic Block 3 - Call Information Call Information - Called - This check box displays if the call has been completed. Select the check box or press the spacebar if the call has been completed, or clear the check box if the call has not been completed. - Person/Msg - Click the arrow button (or press F2) to display a list of available codes or enter a free text message. Select an appropriate code to insert in this field. This field can be used for confirmation purposes (e.g., the person with whom you spoke). Click on the slide to see the other Call Information field descriptions.

28 Page 28 of 42 SoftLab/Mic Block 3 - Call Information Call Information - Cancel Call - The Cancel Call button enables you to cancel the current call. - To cancel the current call, click the Cancel Call button or press ALT + N. Click on the slide to see the other Call Information field descriptions.

29 Page 29 of 42 SoftLab/Mic Block 3 - Call Information Call Information - Order Comm - The Order Comm button enables you to add or view an order comment. - Click Order Comm. - The Order Comm window displays to enable you to enter a free-text comment or canned message. - If a comment already exists for this stay record, a check mark displays on the Order Comm button. Click on the slide to see the other Call Information field descriptions.

30 Page 30 of 42 Call Information - Instructions - This button enables you to access the special calling instructions. - Depending on the setup, this instruction window will open automatically. - To reopen this window, click the Instruction button or click ALT + C. SoftLab/Mic Block 3 - Call Information Click on the slide to see the bottom Call Information field descriptions.

31 Page 31 of 42 SoftLab/Mic Block 3 - Call Information Call Information Bottom Section of Window. - These grids display a history of each call attempt until a successful call is made, as indicated by a check in the Called check box. - There is no limit to the number of call history entries. Notice the description of a non-answered call attempt. Click here to add a successful call comment and to check the Called box.

32 Page 32 of 42 SoftLab/Mic Block 3 - Call Information Prior to clicking Print, click Save. The completed Person/Msg has been entered and the Called field checked.

33 Page 33 of 42 SoftLab/Mic Block 3 - Call Information Select Instant Report.

34 Page 34 of 42 SoftLab/Mic Block 3 - Call Information Select Fax To.

35 Page 35 of 42 SoftLab/Mic Block 3 - Call Information We have selected a particular fax for you, click OK.

36 Page 36 of 42 SoftLab/Mic Block 3 - Call Information You have just sent a fax to a number already loaded in the system. We will now demonstrate how to send a fax number that is not in the system. Click to deselect the check in the Match field.

37 Page 37 of 42 SoftLab/Mic Block 3 - Call Information Ad Hoc Faxing - Used for faxing to numbers not loaded into system (i.e. patients doctor back home, etc.) - Uncheck the Match box and enter desired fax number - Click OK Select the Remote Printers tab.

38 Page 38 of 42 SoftLab/Mic Block 3 - Call Information Fax to Remote Printer - Used for faxing to numbers not loaded into system (i.e. patients doctor back home, etc.) - Uncheck the Match box and enter desired fax number - Click OK Select the D02 option.

39 Page 39 of 42 SoftLab/Mic Block 3 - Call Information Fax to Remote Printer - Used for faxing to numbers not loaded into system (i.e. patients doctor back home, etc.) - Uncheck the Match box and enter desired fax number - Click OK Click OK.

40 Page 40 of 42 SoftLab/Mic Block 3 - Call Information Call Information Bottom Section of Window. - These grids display a history of each call attempt until a successful call is made, as indicated by a check in the Called check box. - There is no limit to the number of call history entries. Click Save.

41 Page 41 of 42 SoftLab/Mic Block 3 - Call Information Suggested SoftLab Block 3 Hands-On Practice: Order a test code and result with a panic value Order a test code and mark it to be called in Order Entry After documenting the call, fax one of these call list orders to the clinic/doctor

42 Page 42 of 42 SoftLab/Mic Block 3 - Summary and Hands On Objectives As a result of this module the student should demonstrate the following competencies: State the conditions for an order to be called Utilize call list screens Perform call list data entry Add call comments Create a fax from a call list


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