Clinical (EHR) Reminders Activation and GUI Set Up

Where to find reminder parameters RPMS-EHR Master Configuration Menu ***used in Activation Instructions →REM→PAR (several) → TIU→PAR→REM (one) REM Reminder Managers Menu [PXRM MANAGERS MENU] → CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION] XX General Parameter Tools... [XPAR MENU TOOLS] Cheat sheet provided in course materials: Clinical (EHR) Reminders - set up_parameters.doc

Reminder Menus Reminder Configuration menu [BEHORM MAIN] From RPMS-EHR Configuration Master Menu REM → PAR [BEHORM PARAMETERS]

Reminder Menus Reminder Manager Menu [PXRM MANAGERS MENU] →CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION] ***Mental Health is not used in IHS***

Activating Reminders… You MUST perform steps in the exact order You MUST log out and back in when instructed You MUST select a patient to see the reminder icon active

Step 1: Install 2 Reminder from Reminder Exchange Install at least the following 2 reminders from Reminders Exchange –Immunization forecaster –Weight or Height

Step 2: Set first 3 parameters 1. Reminder GUI Resolution Active Activated GUI reminder 2. EHR Cover Sheet Reminder List Set the initial EHR side display for the purposes of activating the system. You will override this in a later step but this step MUST be done 3. Allow EHR Configuration in GUI Sets permission for CAC to configure the EHR display through a GUI menu

Step 2: Parameter 1 BEH → REM→ PAR → ACT Reminder GUI Resolution Active Reminders Active may be set for the following: 1 User USR [choose from NEW PERSON] 2 Service SRV [choose from SERVICE/SECTION] 3 Division DIV [DEMO HOSPITAL] 4 System SYS [DEMO.MEDSPHERE.COM] Enter selection: 4 SYSTEM Setting Reminders Active for System REMINDERS ACTIVE: Y

Step 2: Parameter 2 BEH → REM→ PAR → CVR EHR Cover Sheet Reminder List Clinical Reminders for Search may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [DEMO HOSPITAL] 5 System SYS [DEMO.MEDSPHERE.COM] 6 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 5 SYSTEM IHS-IMMUNIZATION FORECAST must be first, use #1 5 IHS-WEIGHT select one that will be applicable to most patients

Step 2: Parameter 3 BEH → REM→ PAR → CFG – Allow EHR Configuration in GUI 100 User USR [choose from NEW PERSON] 200 Class CLS [choose from USR CLASS] 300 Division DIV [DEMO HOSPITAL] 400 System SYS [DEMO.MEDSPHERE.COM] Enter selection: 100 User NEW PERSON ←set for user or CAC class Select NEW PERSON NAME: user,demo USER,DEMO -- Setting Can configure reminders within GUI for User: USER,DEMO --- Can configure reminders within GUI: YES//

Step 3: Configure GUI display LOG OUT THEN LOG BACK IN Select patient Your clock should spin then show up without the X!!!

Step 3: Configure GUI display Go to the GUI Click on the reminder icon Click on the Action Menu Choose the last item- Edit Cover Sheet Reminder List

Step 3: Configure GUI display Top section shows how the reminders are set up Middle section allows the CAC to assign reminders by the different groups Left lower area is the list of available reminders Right lower area is the assignment for the chosen level

Step 3: Configure GUI display Click on SYSTEM, highlight any reminders on the lower RIGHT window and use the lower arrow to move the items back to the LEFT. Click APPLY

Step 3: Configure GUI display Once you have moved all reminders over to the left, begin to move the NEW reminders back over to the RIGHT. The first reminder you need to move over is IHS- IMMUNIZATION FORECAST, change the sequence number to 1 Click APPLY

Step 3: Configure GUI display Now click on User or User Class and begin to move over reminders you want to test. This way, reminders will be ON but only those you want to initial test the reminders will see any reminders except the Immunization Forecaster. Click APPLY Click OK

Step 4: Set New Reminder Parameter LOG OUT OF EHR AND LOG INTO RPMS Set the New Reminder Parameter BEH → REM→ PAR → NEW – New Reminder Parameters Use New Reminder Parameters may be set for the following: 1 User USR [choose from NEW PERSON] 2 Service SRV [choose from SERVICE/SECTION] 3 Division DIV [DEMO HOSPITAL] 4 System SYS [DEMO.MEDSPHERE.COM] 5 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 4 System DEMO.MEDSPHERE.COM ---- Setting Use New Reminder Parameters for System: DEMO.MEDSPHERE.COM ---- USE NEW REMINDER PARAMS: YES//

Step 5: Verify parameters set LOG INTO EHR as yourself Select patient The EHR “sees” and “displays” the GUI configured list of reminders you set for yourself/CAC Ask another user to LOG INTO EHR Select patient The EHR should “sees” and “displays” the GUI configured list of reminders you set for System level (Imm Forecaster)

Beyond the initial set up…

GUI - inactivate The new one is put in at a higher sequence Can be changed If no longer used, remove button puts a – before the reminder but doesn’t “remove” it. Hit apply

GUI - Reactivate To reactivate a reminder Highlight the item with the – sign Click Add and it becomes active If its LOCKED, only the person placing the lock can remove it

Reminders – Default folder view ORQQPX REMINDER FOLDERS This is the possible list XX Menu: ORQQPX REMINDER FOLDERS ORQQPX REMINDER FOLDERS may be set for the following: 1 User USR [choose from NEW PERSON] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [ORDER ENTRY/RESULTS REPORTING] ---- Setting ORQQPX REMINDER FOLDERS for System: Visible Reminder Folders: DANEO// ? Visible Folders - D=Due, A=Applicable, N=Not Applicable, E=Evaluated, O=Other. Visible Reminder Folders: DANEO//

How to set up “Other Categories” folder Create category (folder) Add/Edit Reminder Categories EHR Menu: REM-PAR-CAT or CPRS Menu: CA Set up who sees what folders EHR Lookup Categories EHR Menu: REM-PAR-LKP CPRS Menu: CL

Create Categories (folder) Can setup your own groups of reminders Click on the Reminder Icon They show up in the OTHER folder Helps delegate work

Create Categories (folders) EHR Menu: REM-PAR-CAT CPRS Menu- CA You can add a category of your choice Then you add the reminders that you wish to be in that category

Now set up who sees what folders… Parameter to add the category to the GUI view EHR Menu: EM-PAR-LKP EHR Look Up Categories CPRS Config Menu: CL – CPRS Lookup Categories XX menu: PXRM CPRS LOOKUP CATEGORIES Reminder Categories for Lookup may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [CLINICAL REMINDERS] Setting Reminder Categories for Lookup for System: demo.ciainformatics.com Select Display Sequence: ? Display Sequence Value IMMUNIZATIONS 2 DIABETIC 3 ASTHMA

Additional Set up…

Progress Note Headers This is “canned” text that appears in the progress note to let the user know the text came from the computer ***CAUTION*** This changes is for ALL reminders! EHR Menu: REM-PAR-PNH CPRS Menu: PN XX Menu: PXRM PROGRESS NOTE HEADER Progress Note Header may be set for the following: 1 User USR [choose from NEW PERSON] 2 Location LOC [choose from HOSPITAL LOCATION] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [CLINICAL REMINDERS] Enter selection: 6 Package CLINICAL REMINDERS Parameters set for 'Package' may be replaced if CLINICAL REMINDERS is installed in this account Setting Progress Note Header for Package: CLINICAL REMINDERS PROGRESS NOTE HEADER: CLINICAL REMINDER ACTIVITY Replace

Default Outside Location If documenting data done at an outside location, this parameter allows you to setup a list of choices for your Dialog EHR Menu: REM-PAR-LOC CPRS Menu: OL XX Menu: ORQQPX DEFAULT LOCATIONS Default Outside Locations may be set for the following: 1 User USR [choose from NEW PERSON] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] 6 Package PKG [ORDER ENTRY/RESULTS REPORTING] Enter selection: 5 SYSTEM Select SYSTEM: DEMO HOSPITAL Setting Default Outside Locations for DEMO HOSPITAL Select Display Sequence: ? Display Sequence Value CROW 2 CVS PHARMACY 3 HEALH DEPARTMENT 4 PRIVATE DOCTOR'S OFFICE

Position Reminder Text at Cursor EHR Menu: REM-PAR-POS CPRS Menu: PT XX Menu: ORQQPX REMINDER TEXT AT CURSOR Position Reminder Text at Cursor may be set for the following: 1 User USR [choose from NEW PERSON] 3 Service SRV [choose from SERVICE/SECTION] 4 Division DIV [TUBA CITY HO] 5 System SYS [demo.ciainformatics.com] Enter selection: 5 System demo.ciainformatics.com Setting Position Reminder Text at Cursor for System: demo.ciainformatics.com REMINDER TEXT AT CURSOR: ? Insert Reminder Dialog Generated Text at Cursor Location. Select one of the following: 0 NO 1 YES REMINDER TEXT AT CURSOR: ?? Allows text generated by a reminder dialog, when processing a reminder, to be inserted at the current cursor location instead of at the bottom of the note.

Person Class Reminders uses the Person Class field in the New Person file to determine who can resolve reminders. This is part of the edit a user. There are hundreds of person classes. Every user just needs to have one

Person Class