1. BOLD 2.0 Navigation Help Guide Note: BOLD will be inaccessible from 9:00 pm ET on Friday, June 1, to 7:00 am ET on Monday, June 4, so that the upgrade to BOLD 2.0 can be completed.

2. On Monday, June 4, 2012, all BOLD users will automatically be upgraded to the new BOLD 2.0 platform. All BOLD data will be migrated to the new system, and users will be able to access existing patients and add new patients in BOLD 2.0 on Monday, June 4. This help guide provides an overview of how to navigate BOLD 2.0. For more detailed instruction, please register for one of our training sessions by visiting www.surgicalreview.org/support. www.surgicalreview.org/support BOLD 2.0 Upgrade

3. Select the LOGIN button Enter your Username and Password Select “BOLD” from the practice account quick links The practice’s BOLD dashboards are displayed How to Access BOLD 2.0 From www.surgicalreview.orgwww.surgicalreview.org

4. Navigating BOLD 2.0 BOLD has been redesigned to improve the way the patient experience is documented. Even though BOLD has a new look, nothing has been lost. The workflow is more intuitive, making data entry more efficient. Welcome, data entry user [ Sign Out ]

5. Navigating BOLD 2.0 Selecting “My Account” on the main menu bar takes you back to the account management system. My Account Welcome, data entry user [ Sign Out ]

6. BOLD Home Logging into BOLD opens the practice’s home page. The tabbed menu bar enables you to easily move between the main sections of BOLD. For example, you can return to the home page at any time by clicking the “BOLD Home” tab on the tabbed menu bar. The window headers on the main sections of BOLD are orange. When you open a patient chart, you’ll see that they are blue. This is a visual indicator of where you are in BOLD. Welcome, data entry user [ Sign Out ]

7. BOLD Home: Dashboards New interactive dashboards enable you to monitor your program’s health and drill down into your data in real time. More dashboards will be added in the future. Please try them out and let us know what you think. Welcome, data entry user [ Sign Out ]

8. Setup Selecting “Setup” on the tabbed menu bar enables you to enter information for the surgeons, surgical assistants and facilities associated with your program. Welcome, data entry user [ Sign Out ]

9. Setup: Preferences Selecting “Preferences” enables you to set your preferences for units of measure, whether patient names are displayed, date format and more. Welcome, data entry user [ Sign Out ]

10. Forms & Reports The “Forms & Reports” section functions the same as it did in the previous version of BOLD. However, some of the reports have been improved based on user feedback, and additional reports are now available. Welcome, data entry user [ Sign Out ]

11. Charting The “Charting” tab is where you add new patients or search for an existing patient record to update. Welcome, data entry user [ Sign Out ]

12. Charting To reduce data entry time, we decreased the number of clicks it takes to navigate through BOLD. For example, you can now choose to save a patient record and add another patient, or save a patient record and open the newly created patient chart. Welcome, data entry user [ Sign Out ]

13. Charting: Edit patient Selecting “Edit patient” enables you to search or browse for existing patients in BOLD. Welcome, data entry user [ Sign Out ]

14. Patient Chart Opening a patient chart/record changes the options in the tabbed menu bar. These options reflect the path that the patient takes through your program. The window headers are blue instead of orange. This is a visual indicator that you are in a patient chart. Welcome, data entry user [ Sign Out ]

15. Navigating the Patient Chart Welcome, data entry user [ Sign Out ] then left to right as each section is completed. The patient chart follows the chronological experience of the patient. The tabbed menu bar enables you to easily move between the sections of the chart. For a new patient or new visit, BOLD automatically moves from top to bottom on each tab,

16. Patient Chart: Help Menu Welcome, data entry user [ Sign Out ] Selecting the (?) icon on the right-hand side of the screen opens a help menu for the data elements on the page. ?

17. Patient Chart: Help Menu Welcome, data entry user [ Sign Out ] When you hover over each listing, the corresponding element is highlighted in yellow on the page. Click on the small arrow to view the data element definition and/or helpful hints about data entry. Select (?) again to close the help menu. ?

18. Patient Chart: Quick Links Welcome, data entry user [ Sign Out ] BOLD now features time-saving “quick links” on the right-hand side of the screen. The “Add patient” quick link opens the patient registration page.

19. Patient Chart: Quick Links Welcome, data entry user [ Sign Out ] The “Edit patient” quick link takes you to the “Edit patient” section of BOLD. From there, you can search for an existing patient.

20. Patient Chart: Quick Links Welcome, data entry user [ Sign Out ] The “Tools” quick link opens your toolbox, which contains several new tools that have been added for your convenience.

21. Patient Chart: Quick Links: Tools Welcome, data entry user [ Sign Out ]

22. A BOLD Comparison: Then and Now

23. Welcome, data entry user [ Sign Out ] Now: The “Summary” page still provides an overview of the patient’s history in BOLD. You can add, edit and remove encounters from this page. Then: The “Patient Summary” page provided an at-a-glance view of the patient’s history in BOLD. Additional encounters could be added from this page. A BOLD Comparison: Patient Summary

24. Welcome, data entry user [ Sign Out ] Now: The “Demographic,” “Payor” and “History” tabs on the tabbed menu bar provide access to the same information and will allow BOLD to grow in the future to investigate these areas in more detail. Then: The “Patient Information” page provided general demographic information about the patient. Payor information and the patient’s surgical history could be accessed from this page. A BOLD Comparison: Patient Information

25. Now: The patient’s surgical history is found under the “History” tab. Some comorbidities have been migrated to a new “Health History” section. Then: The patient’s surgical history was accessible under “Patient Information.” A BOLD Comparison: Patient History Welcome, data entry user [ Sign Out ]

26. Welcome, data entry user [ Sign Out ] Now: Preoperative visits are added from the “Preop Visits” tab. Date, height and weight are still collected. The number of preoperative comorbidities has been reduced from 33 to 10. Medications are no longer collected by name; instead, a few questions about classes of medications are asked in the “Other Risk Factors” section. Then: Preoperative visits were added from the “Patient Summary” page. Date, height, weight, comorbidities and medications were collected and displayed. A BOLD Comparison: Preoperative Visits

27. Welcome, data entry user [ Sign Out ] Admissions are now added and edited under the “Facility Stays” tab. Several improvements have been made on the “Operating Room Information” page, including a new section for “Intraoperative observations” and the ability to add “Bariatric interventions” or revisions by name. There have been some minor, yet significant changes to the information collected during the facility stay. A BOLD Comparison: Facility Stay

28. Welcome, data entry user [ Sign Out ] Post-discharge visits are now called “Post-discharge encounters.” Data on the health status of the patient after surgery continues to be collected here. A BOLD Comparison: Post-Discharge Visits

29. Welcome, data entry user [ Sign Out ] The new “Patient Forms & Reports” tab contains interactive patient encounter forms. The “Reports” and “Data Export” sections will allow patient-specific reportable information to be added in the future. A BOLD Comparison: Encounter Forms

30. BOLD 2.0 help guides and registration for data entry user and BOLD Administrator training are available at www.surgicalreview.org/support.www.surgicalreview.org/support SRC Support is available Monday - Friday from 8:30 am - 5:30 pm ET at 1.866.790.4772 (US and Canada), +1.919.792.3770 (international) or srcsupport@surgicalreview.org. srcsupport@surgicalreview.org Thank you for your continued use and support of BOLD. Additional Resources