1. National Reminders - Diabetic Foot Exam

2. Introduction The national reminders are in Patch 1005 of clinical reminders. The site manager should load this patch at your site. This will put all the national reminders into the Reminder Exchange file.

3. Preparation Document pxrm0150.1005 contains setup of each reminder. Check the taxonomy Check for reminder terms Check for orders

4. Reminder Exchange – Install Reminder Choose the Diabetic Foot Exam reminder

5. Reminder Installation Select IFE to install the reminder Review the reminder

6. Install the Components REMINDER TAXONOMY entry IHS-DIABETES DX 2007 already EXISTS, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry Enter response: S//

7. Error on Taxonomy If there is an error in the taxonomy, you need to build it manually The screen shows what this error would look like Use the pxrm0150.1005o document to determine what codes are in this taxonomy. REMINDER TAXONOMY entry IHS-ASTHMA 2007 is NEW, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry Enter response: I// nstall or Overwrite the current entry The update failed, UPDATE^DIE returned the following error message: MSG("DIERR")=1^1 MSG("DIERR",1)=701 MSG("DIERR",1,"PARAM",0)=3 MSG("DIERR",1,"PARAM",3)=493.02 MSG("DIERR",1,"PARAM","FIELD")=.01 MSG("DIERR",1,"PARAM","FILE")=811.23102 MSG("DIERR",1,"TEXT",1)=The value '493.02 ' for field SELECTABLE DIAGNOSIS in SE LECTABLE DIAGNOSIS SUB-FIELD in file REMINDER TAXONOMY is not valid. MSG("DIERR","E",701,1)= REMINDER TAXONOMY entry IHS-ASTHMA 2007 did not get installed! Examine the above error message for the reason.

8. Taxonomy Creation

9. Give it the SAME name as the one in the reminder NAME: IHS-DIABETES DX 2007 Replace BRIEF DESCRIPTION: CLASS: LOCAL// SPONSOR: REVIEW DATE: PATIENT DATA SOURCE: EN,PL// USE INACTIVE PROBLEMS: INACTIVE FLAG: ICD0 Range of Coded Values Select ICD0 LOW CODED VALUE: ICD9 Range of Coded Values Select ICD9 LOW CODED VALUE: 250.00// ICD9 LOW CODED VALUE: 250.00// ICD9 HIGH CODED VALUE: 250.93// Select ICD9 LOW CODED VALUE:

10. Taxonomy Creation After the taxonomy is created Re-load the reminder and use SKIP when you reach the taxonomy installation

11. Template Fields TIU TEMPLATE FIELD entry GEN NORM/ABNORM already EXISTS, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry

12. Template Fields TIU TEMPLATE FIELD entry GEN TEXT BOX already EXISTS, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry

13. New Template Fields TIU TEMPLATE FIELD entry IHS DIAB SENSATION already EXISTS, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry

14. Reminder Definition REMINDER DEFINITION entry IHS-DIAB FOOT EXAM 2007 already EXISTS, what do you want to do? Select one of the following: C Create a new entry by copying to a new name I Install or Overwrite the current entry Q Quit the install S Skip, do not install this entry Enter response: S// i Install or Overwrite the current entry Are you sure you want to overwrite? N// y YES

15. Installing the Dialog Install the dialog after the reminder is installed It may appear that you are installing the reminder again Look to the upper left to see where you are

16. Installing the Dialog Look here for directions Select IA again for dialog pieces

17. Attach to the Reminder You are usually asked to attach the dialog to a reminder I have named the dialogs and the reminders the same If you are not asked during the install, you can manually attach them when you activate the dialog

18. Dialog Installation An X should be by all the pieces of the dialog

19. Activate the Dialog All dialogs installed through reminder exchange are disabled. Exit out of Reminder Exchange and go to the DM (Dialog Management) Select Reminder Managers Menu Option: DM Reminder Dialog Management DP Dialog Parameters... DI Reminder Dialogs Choose DI (Reminder Dialogs)

20. Activate the Dialog The initial View is of reminders, use CV and Select D to go to dialogs

21. Activate Dialogs

22. Activate the Dialog Choose the dialog by number then ED

23. Activate Dialog Select Sequence: Quit// ed Edit/Delete Dialog NAME: IHS-DIAB FOOT EXAM 2007 Replace DISABLE: DISABLED IN EXCHANGE Replace @ SURE YOU WANT TO DELETE? Y (Yes) CLASS: LOCAL// SPONSOR: REVIEW DATE: SOURCE REMINDER: IHS-DIAB FOOT EXAM

24. Activate Dialog

25. GUI Setup – First Time If your site has never setup reminders in the past, the following steps need to be undertaken to “turn on” the GUI reminders These steps do NOT make sense but they do need to be followed in the correct sequence DO NOT SKIP A STEP

26. First Time – Step 1 Using the steps in the above sequence, install at least 2 reminders. The immunization forecaster and one other that is commonly used such as the tobacco reminder

27. First Time-Step 2 Use the Parameters menu on the Reminder Setup menu to TURN ON the reminders Use the ACT (Reminder GUI Resolution Active) parameter and set to YES at the system level

28. First Time – Step 3 Set up the CAC to configure in the GUI Set the CFG- Allow EHR Configuration in GUI parameter from the same menu Set it by class for the CAC class

29. First Time – Step 4 Set the parameter CVR – EHR Cover Sheet reminder list This list will only have the 2 reminders you have installed

30. First Time –Step 5 You should now be able to access the GUI Select a patient for whom the reminder will be due If the alarm clock is RED and the X is gone, you are ready to proceed

31. Add to GUI Click on the alarm clock Select the action drop down menu

32. Add to GUI Choose Edit Cover Sheet Reminder List

33. Add to GUI Select where you are going to add them. The choices are in the middle section The available reminders are on the bottom left. Move them over using the arrows Click apply when finished

34. Add to GUI

35. First Time – Step 6 Make the immunization forecaster the first item in your list on the right Log out of the GUI

36. First Time – Step 7 Go back to the reminder parameters Select NEW – New reminder parameters Turn this on to YES for the system Log back into the GUI For now, this will look the same, but as you add more reminders to the GUI, they should appear

37. TEST, TEST, TEST Pick patients where the reminder is not applicable – (non-diabetics) Pick patients where the reminder is applicable but not due Pick patients where the reminder is applicable and due Is it correct??

38. Testing Use reminder maintenance to see what the computer found Right click on the reminder and choose clinical maintenance

39. Check the dialog Start a note Find the reminder in the reminders drawer Double click on the reminder and review the dialog

40. Check the Dialog

41. Complete the dialog and click FINISH Review the note Do the PCC items you entered appear below the note? Are the on the Wellness tab as well?

42. Check the dialog

43. Check the Dialog