1. Site Specialist Workshop - Part 1 Help Desk Staff November 17, 2012

2. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Agenda 1.Introductions and Overview – Chris York 2.InBasket Management – Kelly Hopkins 3.Site Specialist training Opportunities – Sophiea Tyler 4.Everything you ever wanted to know about OCHIN support for site specialists – Chris York & Marcus Stuettger

3. InBasket Management Kelly Hopkins, Help Desk Analyst November 17, 2012

4. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Agenda Review of InBasket Workspace in Epic Overview of Messages and Functionality Managing Pools Q & A

5. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org InBasket as a Task Manager In Basket serves as a list of work that needs to be accomplished. It is also used to escalate work that is not completed. In the paper years, a provider might have a pile of charts and message slips. Now that provider has their InBasket messages It is also used to escalate work that is not completed. For example, Overdue Results is a utility built in Epic and is triggered by lab orders that have been released but not resulted within a certain time frame.

6. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org InBasket Workspace Review

7. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org

8. What is documented in Patient Records Certain types of messages are stored in a patient’s chart. For example, Schedule Messages are created to serve as a reminder in the patient’s Appt Desk.

9. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Message Functionality: How did this get here and w hat should I do with it?

10. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org

13. Managing Pools Dr. Fix – R esulted labs that failed to generate an In Basket message to the provider. Dr. Default – Results from the Interface that could not find a patient match Be sure you or someone in your Service Area is attached to both of these InBaskets.

14. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Attaching to Pools

15. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Out Messages Can be used when someone will be out of the office for a period of time. You can assign multiple people to monitor the user’s InBasket messages while they are gone. Also useful if an employee or provider leaves the clinic and you need to monitor their messages for a period of time.

16. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Questions

17. Site Specialist Tuesday Trainings Sophiea Tyler, Site Specialist Coordinator

18. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org What can OCHIN do to make our trainings more beneficial to the Site Specialist?

19. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Current Topics Available Intro to OCHIN Registration Audit Trail JIRA/WIKI Security Web Utilities Confidentiality Provider Master File OR Immunization Smart Phrases Lot Manager ABN & MSPQ Workflows Gateway EDI EMR Monitoring Tools Scanning Troubleshooting Fee Schedule Billing Workques Record Viewer

20. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Additional Resources In addition to classes, we have resource materials available on the Site Specialist Wiki page. Those materials can be used to train your staff or for your own education. Training Materials: Advance Beneficiary Notice (ABN) Billing Break The Glass Data Sharing as a Collaborative Electronic Eligiblity Verification (Gateway EDI) EMR Monitoring tools Erroroneous Encounter (Oops Encounter) Workflow Fee Schedule Build & Maintenance

21. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Haiku & Canto InBasket JIRA Use Lab Letters - Creating and Modifying LMS Lot Manager Model System Walkthrough MSPQ OCHIN Education & Training Department Materials Patient Confidentiality Patient Merge PCP Change & Primary Location Practice Management - Quick Reference Guides Preference Lists - Creating & Modifying Provider Master File (PMF) Fax Server Patient Photo E-signature Topaz SigPlus & Sig Pad Non-Specific Medications

22. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Record Viewer Requesting Outside Records Workflow Bulletin ROI Quick Disclosure & Release ROI - Release of Information Encounters Quick Guide Scanning Front Desk Scanning Security SmartPhrase SmartSets & SmartGroups Social Security Administration Text Access and Tips Viewing Care Everywhere Information Workflow Bulletin Web Utilities Wiki Training Workqueues

23. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Proposed Topics for Training Erroroneous Encounters (OOPS Encounter) Referrals Lab Workflow Template Processing

24. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Class Structure Currently SS Trainings are conducted every Tuesday from 8am-12pm Pacific Standard Time Proposed change in Structure Twice a week vs. Once a week ? Morning and Afternoon session ? Shorter Sessions vs. current Four hour session

25. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Changes Under way Currently working on revising Projects – will include a troubleshooting component Currently revising existing documentation to meet the needs of the end user (troubleshooting vs. informative)

26. 1881 SW Naito Parkway Portland OR 97201-5195 Phone 503.943.2542 Fax 503.943.2501 Email: info@ochin.org www.ochin.org Questions or Feedback?