1. Patient Information Management System – Scheduling Version 5.3 (Patch 1010) Joann Henry, User Support Specialist, OIT, IHS Joann.Henry@ihs.gov (505)248-4160 20091020

2. PCC Patient Database Dental Behavioral Health/Social Services Pharmacy Surgery Radiology CHR Clinic Scheduling Women’s Health Field Nursing Emergency Room Laboratory Patient Registration Admission Discharge Transfer PCC Data Entry Intro to RPMS and PIMS Sensitive Patient Tracking Clinical Scheduling for Windows

3. 10 Things to Know about PIMS Scheduling 1. Appt Mgmt* (AM) 2. Appt Listing (AL) 3. Chart Request (CR) 4. Clinic appt availability(MD) 5. Letters(PL) 6. Waiting Lists(WL) 7. Patient Mini Registration(PMR) 8. Reports(SCR) 9. Set Up a Clinic(SCS  SET) 10. Edit Scheduling Parameters (SCS  ACM  ESP)

4. ***************************************** * INDIAN HEALTH SERVICE * * CLINIC SCHEDULING SYSTEM * * VERSION 5.3 * ***************************************** DEMO HOSPITAL AL Appointment List AM Appointment Management CR Chart Requests CHK List Patient Check In Status DA Display Patient's Appointments MB Multiple Appointment Booking MC Multiple Clinic Display/Book MD Month-at-a-glance Display PL Print Scheduling Letters PS View Provider's Schedule WL Waiting List Enter/Edit PCP Primary Care Provider Menu... PMR Patient Mini Registration SCR Reports Menu (Scheduling)... SCS Supervisor Menu (Scheduling)... Select Scheduling Menu Option :

5. Overview  AM* (Appt Management)  Make Appt  Check In  Walk In  Patient Registration  No Show  Cancel Appt  Re-book  Check Out ► ► SCHEDULING – Appointment Management

6. Overview ► ► APPT MGMT – Make Appointment

7. Available Appointments MONTH-AT-A-GLANCE Sep 11, 2009 15:55:22 Page: 1 of 5 PLEASE REMIND THE PATIENT TO RECYCLE THEIR PAPER PRODUCTS, BRUSH THEIR TEETH OFTEN AND WALK AS MUCH AS POSSIBLE. ALSO WISH THEM A GREAT DAY! :) DR ORKIN Oct 2009 TIME |8 |9 |10 |11 |12 |1 |2 |3 |4 | DATE | | | | | | | | | | B TU 20 | [0 1 1 0|1 0 0 1|1 1 0 1] | [1 1 1 1|B 1 1 1] WE 21 | [1 1 1 1|1 1 1 1|1 1 1 1] TH 22 | [1 1 1 1|1 1 1 1|0 1 1 1|1 1 1 1] [1 1 1 1|1 1 1 0|0 0 0 0] A FR 23 | [A 1 1 1|1 1 1 1|1 1 1 1] | [1 1 1 1|1 1 1 1] SA 24 | | [0 1 1 1|1 0 0 1|1 1 0 0] MO 26 | [1 1 1 1|1 1 1 1|1 1 1 1] | [1 1 0 0|0 1 1 1|1 1 1 1] * TU 27 | [1 1 0 0|0 0 1 1|1 1 1 1] |* [1 1 1 1|1 1 1 1] * WE 28 | [1 1 1 1|1 1 1 1|1 1 1 1] * TH 29 | [1 1 1 1|1 1 1 0|0 1 1 1|1 0 1 1] [1 1 1 0|1 1 1 1|1 0 1 1] FR 30 | [1 1 0 1|1 0 0 1|1 1 1 1] | [1 0 0 1|1 1 1 1] +------Enter ?? for more actions--------------------------------------------->>> AL Appointment List SL Short Appt List Q Quit Select Action: Next Screen// Overview ► ► APPT MGMT – Make Appointment

8. Letter Generated (optional) Overview ► ► APPT MGMT – Make Appointment CELESTINE A RAAD ROUTE 3 BOX 486 DENT, MINNESOTA 56591 Dear Ms. Celestine Raad, Your next appointment in our clinic is as follows: TUESDAY SEP 15, 2009 9:00 AM DR ORKIN Clinic To reschedule any appointments listed, please call our main appointment desk at (505)248-9999. Thank you! Joann Henry Appointment Desk

9. +--Patient-------------Appt Date/Time----Status--------------- 1 1 999999 White,Betty 10/10/2009@15:15 No Action Taken/Today 2 999988 Henry,Clara 10/10/2009@15:30 No Action Taken/Today 3 999977 Riley,Anne 10/10/2009@16:00 No Action Taken/Today Select Action: CI Check In Select Appointments (1-3): 1 Last Registration Update: FEB 24, 2008...checked in OCT 10, 2009@15:08 CLINIC CODE for VISIT: 06 DIABETIC VISIT PROVIDER: WHITEWOLF,C// [ENTER] ============================================================ +--Patient-------------Appt Date/Time----Status------------ 1 999999 White,Betty 10/10/2009@15:15 Checked In 15:08 Overview ► ► APPT MGMT – Check IN

10. PT Select Action: Next Screen// PT Change Patient NOODLE,JANET Select Patient: NOODLE,JANET WI Select Action: Quit// WI Unscheduled Visit Diabetic Select Clinic: Diabetic WHITEWOLF,CHENENA K ENTER APPOINTMENT TIME: NOW//[ENTER] (MAR 06, 2009@15:36) SWOLLEN LEFT LOWER LEG OTHER INFO: SWOLLEN LEFT LOWER LEG...checked in MAR 06, 2009@15:36 06 CLINIC CODE for VISIT: 06 DIABETIC ENTER VISIT PROVIDER: WHITEWOLF,CHENENA K// [ENTER] (MAR 06, 2009@15:36) --Patient-------------Appt Date/Time---Status------------------ 1 888888 Noodle,Janet 03/06/2009@15:36 Walk In/Checked In 15:36 OKAY TO PRINT A ROUTING SLIP IN ENTER MEDICAL RECORDS NOW? YES// [ENTER] Overview ► ► APPT MGMT – Walk IN

11. --Patient-------------Appt Date/Time----Status-------------- No Action Taken/Today 1 777777 Quiver,Aaron 03/06/2009@09:00 No Action Taken/Today NS Select Action: Next Screen// NS No Show 1 Appointment(1-1): 1 WANT TO AUTO-REBOOK NO-SHOW [Enter] APPOINTMENTS NOW? No// [Enter] [Enter] WANT LETTERS PRINTED NOW? No// [Enter] ========================================================== --Patient-------------Appt Date/Time----Status---------- NO-SHOW 1 777777 Quiver,Aaron 03/06/2009@09:00 NO-SHOW Overview ► ► APPT MGMT – No Show

12. Select Appointments (1-6): 6 Appts cancelled by Patient or Clinic: Patient// [Enter] Select CANCELLATION REASONS NAME: ?? Choose from: DEATH IN FAMILY OTHER TRANSFER OPT CARE TO OTHER VA TRAVEL DIFFICULTY UNABLE TO KEEP APPOINTMENT UNKNOWN WEATHER Select CANCELLATION REASONS NAME: TRAVEL DIFFICULTY CANCELLATION REMARKS: CAR BROKE DOWN REBOOK ANY APPOINTMENTS THAT YOU CANCELLED? No// [Enter] Overview ► ► APPT MGMT – Cancel Appt

13. -----Clinic-----Appt Date/Time----Status-------------- 5 Bj Alc 10/08/2009@17:00 Checked In 16:08 Select Action: CO Select Appointment(s): 5 Do you wish to make a follow-up appointment? YES// NO CHECKED OUT: NOW// [Enter] (OCT 08, 2009@16:59) -----Clinic-----Appt Date/Time----Status-------------- 5 Bj Alc 10/08/2009@17:00 Checked Out 16:59 Overview ► ► APPT MGMT – Check Out

14. Overview ► ► SCHEDULING – Appt Listing (AL) Select Scheduling Menu Option: AL Appointment List Select division: ALL// [ENTER] Select clinic: ALL// DR ORKIN For Date: TODAY// 10/20 (OCT 20, 2009) Include Walk-Ins? YES// [ENTER] Include Who Made Appt? NO// YES Include Patient's Phone #? NO// YES Include Primary Care Info? NO// YES Include Current Community? NO// YES Include Chart Requests? NO// YES

15. Overview ► ► SCHEDULING – Clinic Appt Availability (MD) 1 of 26 MONTH-AT-A-GLANCE Mar 06, 2006 16:45:58 Page: 1 of 26FASTING -------------------------------------------------------------------------------- DIABETIC Mar 2006 Mar 2006 TIME |8 |9 |10 |11 |12 |1 |2 |3 |4 DATE | | | | | | | | | MO 06[]B MO 06 | [0 0 1 3|1 3 3 3|2 3 3 3] | [1 3 3 3|3 3 2 2|B 3 3 3] TU 07 | [0 3 3 3|3 3 3 3|3 3 3 3] | [2 2 2 2|2 2 2 2] WE 08 | [2 3 3 3|2 3 3 3|2 3 3 3] 0 TH 09 | [0 2 2 2|2 2 2 2|0 1 2 2|2 2 2 2] [2 2 2 2|2 2 2 2|2 2 2 2] * FR 10 | [0 2 3 3|3 3 3 3|3 3 2 2] |* [0 2 2 2|1 2 2 2] 1 SA 11 | | [1 1 1 1|1 1 1 1|1 1 1 1] 2 MO 13 | [2 2 1 3|3 3 3 3|2 3 3 3] | [3 3 3 3|3 3 3 3|3 3 3 3] TU 14 | [3 3 3 3|3 3 3 3|2 3 3 3] | [2 2 2 2|2 2 2 2] A WE 15 | [3 3 3 3|A 3 3 3|3 3 3 3] * TH 16 | [2 2 2 2|2 2 2 2|1 2 2 2|2 2 2 2] [2 2 2 2|2 2 2 2|2 2 2 2] 3 FR 17 | [2 2 3 3|3 3 3 3|3 3 3 3] | [2 2 2 2|1 2 2 2] +------Enter ?? for more actions--------------------------------------------->>> ALSLQ AL Appointment List SL Short Appt List Q Quit Select Action: Next Screen//

16. Patient Information Management System of 20 SCHEDULING: CLINIC SET UP Joann Henry, User Support Specialist, OIT, IHS Joann.Henry@ihs.gov 505-248-4160 20091020

17. A. Introduction & Basics When entering the Set Up Parameters: –There are 47 fields to consider ( 13 required fields). –The fields are divided into 4 data entry screens. (e.g. Page 1 of 4, Page 2 of 4, etc.)

18. B. Data Field Specifications 1)*Clinic name 2)*Abbreviation 3)*Division 4)*Facility 5)*Clinic meets at this facility? 6)*Non-count clinic? 7)Include on file room lists 8)Principal clinic 9)Physical location 10)Telephone 11)*Clinic code 12)Hospital service 13)Clinic owners 14)Special instructions for making appt 15)Prohibit access to clinic 16)Schedule on holidays 17)Overbook users & level 18)Hour clinic display begins 19)*Length of appointment 20)Variable appointment length 21)*Display increments per hour 22)*Overbooks/day maximum 23)*Max # days for future booking 24)Start time for auto rebook 25)*Max # days for auto rebook 26)Pre-appointment letter 27)Clinic cancellation letter 28)Appointment cancellation letter 29)No-show letter 30)*Allowable consecutive no-shows 31)Waiting period for no-shows 32)Print health summary 33)Print health summary type 34)Print address/insurance update 35)Print RX profiles 36)Require x-ray films 37)Ask for check in/out time 38)Create a visit at check-in 39)Visit service category 40)Multiple clinic codes used 41)Visit provider required 42)Other Info on Checkin 43)Clinic provider 44)Default provider 45)Availability date(s) 46)Time 47)Number of slots

19. B. Data Field Specifications (Continued) 1)*Clinic name(2-30 chars) 2)*Abbreviation(1-7 chars) 3)*Division 4)*Facility(N=No Y=Yes) 5)*Clinic meets at this facility? (N=No Y=Yes) 6)*Non-count clinic?(0=No 1=Yes) 7)Include on file room lists(0=No 1=Yes) 8)Principal clinic 9)Physical location(1-25 chars) 10)Telephone(3-13 chars) 11)*Clinic code(code list) 12)Hospital service(code list) 13)Clinic owners(code list) 14)Select special instructions(3 lines) 15)Prohibit access to clinic*(Y=Yes) 16)Schedule on holidays(Y=Yes) 17)Overbook users & level(code list) 18)Hour clinic display begins(0-16) 19)*Length of appointment(10-240) 20)Variable appointment length(V=Yes,variable number) 21)*Display increments per hour(code list) 22)*Overbooks/day maximum 23)*Max # days for future booking (1-999) 24)Start time for auto rebook(0-16) 25)*Max # days for auto rebook(1-365) 26)Pre-appointment letter(code list) 27)Clinic cancellation letter(code list) 28)Appointment cancellation letter(code list) 29)No-show letter(code list) 30)*Allowable consecutive no-shows (0-999) 31)Waiting period for no-shows(0-365) 32)Print health summary(0=No, 1=Yes) 33)Print health summary type(code list) 34)Print address/insurance update(0=No, 1=Yes) 35)Print RX profiles(code list) 36)Require x-ray films(Y=Yes) 37)Ask for check in/out time(0=No, 1=Yes) 38)Create a visit at check-in(0=No, 1=Yes) 39)Visit service category(code list) 40)Multiple clinic codes used(0=No, 1=Yes) 41)Visit provider required(0=No, 1=Yes) 42)Triage clinic(0=No, 1=Yes) 43)Clinic providers(code list) 44)Default provider(0=No, 1=Yes) 45)Availability date(Date) 46)Time(24 hour time) 47)No. of slots(0-26)

20. C. A word about Default Letters Prior to assigning default letters, these letters must have been defined through the ENTER/EDIT LETTER option:Prior to assigning default letters, these letters must have been defined through the ENTER/EDIT LETTER option:  PRE-APPOINTMENT  CLINIC CANCELLED  APPOINTMENT CANCELLED  NO-SHOW

21.  To NAVIGATE screen:  UP key  DOWN key  TAB key  ENTER key ► Type ?? – Available options will be displayed at the bottom of the screen. ► Type @ – To delete an entry – be careful. D. Screen Navigation

22. ► FROM THE MAIN MENU... Select Scheduling Menu Option: SCS Supervisory Menu Select Supervisor Menu (Scheduling) Option: SET Set Up a Clinic Select CLINIC NAME: JJ PEDIATRICS Are you adding ‘JJ PEDIATRICS’ as a new HOSPITAL LOCATION? No// Y 15 LENGTH OF APP’T: 15 The Length of appointment designated for clinic. Enter a whole number between 10 and 240 and must be a multiple of 10 or 15. D. Screen Navigation (Continued)

23. SET UP A CLINIC Page 1 of 4 SET UP A CLINIC Page 1 of 4 CLINIC NAME: JJ PEDIATRICS ABBREVIATION: JJPED CLINIC NAME: JJ PEDIATRICS ABBREVIATION: JJPED DIVISION: CARNEGIE INDIAN HEALTH CENTER FACILITY: DEMO HOSPITAL DIVISION: CARNEGIE INDIAN HEALTH CENTER FACILITY: DEMO HOSPITAL MEETS AT THIS FACILITY?: YES MEETS AT THIS FACILITY?: YES NON-COUNT CLINIC? (Y OR N): NO NON-COUNT CLINIC? (Y OR N): NO INCLUDE ON FILE ROOM LISTS?: YES INCLUDE ON FILE ROOM LISTS?: YES PRINCIPAL CLINIC: PRINCIPAL PEDIATRICS PRINCIPAL CLINIC: PRINCIPAL PEDIATRICS PHYSICAL LOCATION: 2ND FLOOR TELEPHONE: 222 345-0987 PHYSICAL LOCATION: 2ND FLOOR TELEPHONE: 222 345-0987 CLINIC CODE: PEDIATRIC CLINIC CODE: PEDIATRIC HOSPITAL SERVICE: PEDIATRICS HOSPITAL SERVICE: PEDIATRICS CLINIC OWNERS (responsible for setup) BRUNING,BJHENRY,JOANN _______________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: Press H for help Insert E. Actual Set Up Screen (1 of 4) Important Field

24. SET UP A CLINIC Page 2 of 4 SET UP A CLINIC Page 2 of 4 SPECIAL INSTRUCTIONS for make appt. (3 lines max.) PLEASE REMIND PARENT TO BRING CHILD’S IMMUNIZATION CARD. PLEASE REMIND PARENT TO BRING CHILD’S IMMUNIZATION CARD. PROHIBIT ACCESS TO CLINIC?: OVERBOOK USERS & LEVEL PROHIBIT ACCESS TO CLINIC?: OVERBOOK USERS & LEVEL SCHEDULE ON HOLIDAYS?: HENRY,JOANN R SCHEDULE ON HOLIDAYS?: HENRY,JOANN R HOUR CLINIC DISPLAY BEGINS: 8 HOUR CLINIC DISPLAY BEGINS: 8 LENGTH OF APPOINTMENT: 30 LENGTH OF APPOINTMENT: 30 VARIABLE APPOINTMENT LENGTH: YES, VARIABLE APPOINTMENT LENGTH: YES, DISPLAY INCREMENTS PER HOUR: 30-MIN DISPLAY INCREMENTS PER HOUR: 30-MIN OVERBOOKS/DAY MAXIMUM: 5 OVERBOOKS/DAY MAXIMUM: 5 MAX # DAYS FOR FUTURE BOOKING: 90 START TIME FOR AUTO REBOOK: 13 START TIME FOR AUTO REBOOK: 13 MAX # DAYS FOR AUTO-REBOOK: 60 MAX # DAYS FOR AUTO-REBOOK: 60_______________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: Press H for help Insert E. Actual Set Up Screen (2 of 4)

25. SET UP A CLINIC Page 2 of 4 SET UP A CLINIC Page 2 of 4 SPECIAL INSTRUCTIONS for make appt. (3 lines max.) PLEASE REMIND PARENT TO BRING CHILD’S IMMUNIZATION CARD. PLEASE REMIND PARENT TO BRING CHILD’S IMMUNIZATION CARD. PROHIBIT ACCESS TO CLINIC?: YES OVERBOOK USERS & LEVEL PROHIBIT ACCESS TO CLINIC?: YES OVERBOOK USERS & LEVEL SCHEDULE ON HOLIDAYS?: HENRY,JOANN R SCHEDULE ON HOLIDAYS?: HENRY,JOANN R HOUR CLINIC DISPLAY BEGINS: 8 HOUR CLINIC DISPLAY BEGINS: 8 LENGTH OF APPOINTMENT: 30 LENGTH OF APPOINTMENT: 30 VARIABLE APPOINTMENT LENGTH: YES, VARIABLE APPOINTMENT LENGTH: YES, DISPLAY INCREMENTS PER HOUR: 30-MIN DISPLAY INCREMENTS PER HOUR: 30-MIN OVERBOOKS/DAY MAXIMUM: 5 OVERBOOKS/DAY MAXIMUM: 5 MAX # DAYS FOR FUTURE BOOKING: 90 START TIME FOR AUTO REBOOK: 13 START TIME FOR AUTO REBOOK: 13 MAX # DAYS FOR AUTO-REBOOK: 60 MAX # DAYS FOR AUTO-REBOOK: 60_______________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: Press H for help Insert PRIVILEGED USERS HENRY,JOANN HENRY,JOANN BRUNING,BJ BRUNING,BJ E. Actual Set Up Screen (2 of 4)

26. SET UP A CLINIC Page 3 of 4 SET UP A CLINIC Page 3 of 4 PRE-APPOINTMENT LETTER: SCHEDULED APPT PRE-APPOINTMENT LETTER: SCHEDULED APPT CLINIC CANCELLATION LETTER: CLINIC CANCELLED CLINIC CANCELLATION LETTER: CLINIC CANCELLED APPT. CANCELLATION LETTER: CANCELLED APPT. CANCELLATION LETTER: CANCELLED NO SHOW LETTER: NOSHOW NO SHOW LETTER: NOSHOW ALLOWABLE CONSECUTIVE NO-SHOWS: 3 ALLOWABLE CONSECUTIVE NO-SHOWS: 3 WAITING PERIOD FOR NO-SHOWS: 15 WAITING PERIOD FOR NO-SHOWS: 15 PRINT HEALTH SUMMARY?: YES HEALTH SUMMARY TYPE: PEDIATRIC PRINT HEALTH SUMMARY?: YES HEALTH SUMMARY TYPE: PEDIATRIC PRINT ADDRESS/INSURANCE UPDATE?: YES PRINT RX PROFILES?: YES, MEDICATION PROFILE PRINT RX PROFILES?: YES, MEDICATION PROFILE REQUIRE X-RAY FILMS?: REQUIRE X-RAY FILMS?:_______________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: Press H for help Insert E. Actual Set Up Screen (3 of 4)

27. SET UP A CLINIC Page 4 of 4 SET UP A CLINIC Page 4 of 4 ASK FOR CHECK IN/OUT TIME: YES (Should always be set to YES) ASK FOR CHECK IN/OUT TIME: YES (Should always be set to YES) CREATE VISIT AT CHECK-IN?: YES CREATE VISIT AT CHECK-IN?: YES VISIT SERVICE CATEGORY: AMBULATORY VISIT SERVICE CATEGORY: AMBULATORY MULTIPLE CLINIC CODES USED?: YES VISIT PROVIDER REQUIRED: YES VISIT PROVIDER REQUIRED: YES TRIAGE CLINIC?: NO TRIAGE CLINIC?: NO : CLINIC PROVIDERS DEFAULT PROVIDER,KELLIE YES _______________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: Press H for help Insert E. Actual Set Up Screen (4 of 4) IHS uses only ONE PROVIDER. If not known may leave blank.

28. a) What is the Clinic code associated with the clinic? b) Is clinic grouped under a principal clinic? c) Clinic owners – Who can change this clinic setup? d) What is the default length of appointments & can it be variable? variable? a) Will the clinic Schedule appointments on holidays? b) Will health summaries be printed with routing slips? c) Will default letters be assigned to the clinic? d) Will the clinic create a visit at check-in time? e) Will this be a Non-Count clinic? If No, visits included in statistics. If Yes, visits are not included in statistics. f) Will this clinic Prohibit Access? If so, who will have the ability to schedule appointments? F. Details to Gather before Clinic Set Up Step

29. a)What is the Clinic Name?_______________________ b)What is the Clinic Abbreviation? __ ____________________ c)What is the Division Name? _______________________ d)What is the Facility Name? _______________________ e)Will the clinic meet at this facility? _______________________ f)Will this be a Non-Count clinic? _______________________ g)What is the Clinic Code? _______________________ h)What is the appointment length? _______________________ i)What are the Display Increments per hour? _______________________ j)What is the Overbooks/day maximum? _______________________ k)What are the max # days for Future booking? _______________________ l)What are the max # days for auto-rebooking? _______________________ m)What are the allowable # of consecutive no-shows? _______________________ F. (cont.) Must Know before Clinic Set Up Step

30. G. Setting Up Clinic Availability Availability Date Enter the first date appointments can be made AVAILABILITY DATE: 10/19/2009 Time Enter the time range the clinic is available (24 hour format) TIME: 0800-1200 Number of Slots Enter the number of patients which will be seen per increment NO. SLOTS: 1// 4

31. G. Setting Up Clinic Availability (Cont.) Example AVAILABILITY DATE: 10/19 (OCT 19, 2009) MONDAY TIME: 0800-1200 NO. SLOTS: 1// 4 TIME: 1300-1700 NO. SLOTS: 1// 4 TIME: [4] [4] [4] [4] [4] [4] [4] [4] | [4] [4] [4] [4] [4] [4] [4] [4]...PATTERN OK FOR MONDAYS INDEFINITELY? Y (Yes)...PATTERN FILED! AVAILABILITY DATE: 10/20 (OCT 20, 2009) TUESDAY TIME: 0800-1100 NO. SLOTS: 1// 4 TIME: 1200-2000 NO. SLOTS: 1// 2 TIME: [4] [4] [4] [4] [4] [4] | [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2] [2]...PATTERN OK FOR TUESDAYS INDEFINITELY? Y (Yes)...PATTERN FILED!

32. Pick Lists

33. Types Pick Lists can be made for: –ICD9 codes –CPT codes –Education topics Each type works in similar ways

34. First List If you have never created a Pick List, you will get a message like the one below Reply Yes to get started. If you already have Pick Lists, you can select which one to edit or create a new one

35. Adding a Category If you do not fill in any of the fields, this list is available for everyone You can make lists that apply to locations, providers, clinics, and disciplines The author is always a manager; sites can add other managers such as Clinical Application Coordinators (CACs) and Health Information Management Services (HIMS) folks

36. Adding Elements Items can be added in several ways: –You can add them individually –You can query the system to see what is already being used –You can import a list from another site

37. Adding Individually

38. Adding through a Query

39. Importing a List A list can be installed from another site using the Import button Again, these codes need to be reviewed and cleaned up before using.

40. Rename Function The code will come in with its “official” name. Many providers would prefer a more common or shorter name

41. Pick Lists and Superbills Create by query Create special ones for supplies, etc.

42. Resource and Patient Management (RPMS) Electronic Health Record (EHR) Pick List Associations Really Powerful at Measuring Stuff

43. Selecting an Item for Edit

44. Adding CPT Codes

45. Adding Patient Education

46. Adding Immunization Information

47. Adding Purpose of Visit (POV)

48. User Choice to Add Associated Items

49. Associations Final Result: When this item is selected from the Superbill, the user will be asked or it will enter all of the above items.

50. Adding Education

51. Adding Immunization

52. Adding ICD and CPT Codes

53. RPMS/EHR Vital Measurement Setup

54. Vital Measurements EHR>BEH>VIT 2 Parameters to control: –Which measurements appear for viewing –Which vitals will be entered

55. CVR - Measurements Listed on Cover Sheet

56. TPL - Data Entry Template

57. Asthma Measurements ADM ASTHMA WORK/SCHOOL DAYS MISSED ASFD ASTHMA SYMPTOM FREE DAYS PF PEAK FLOW BPF BEST PEAK FLOW FEF FEF 25-75 FVFC FEV1/FVC O2 O2 SATURATION RS RESPIRATIONS FVFC FEV1/FVC FEF FEF 25-75

58. RPMS/EHR Health Summary Overview

59. RPMS/EHR Health Summary IHS Health Summary Patient Wellness Handout VA Health Summary

60. IHS Health Summary Common Health Summary –Adult Regular –Diabetes Standard –Pediatric Common Flowsheets –Anticoagulation –Cardiovascular –Diabetic –Anemia

61. IHS Health Summary Cont… Common Measurement Panels –Adult STD –Adult STD Metric –Pediatric STD –Pediatric STD Metric

62. Updates to IHS HS Components/Supplements Released in Feb 16, 2011 –Asthma Control –Medication Reconciliation –Nutritional Risk –Brief Demographics with advance directive –Asthma Patient Care Supplement –Anticoagulation Therapy Supplement

63. IHS Health Summary

66. Patient Wellness Handouts Report that “speaks” to the patient vs provider Multiple reports available including: –Medication Reconciliation –Asthma Action Plan –Asthma Summary Plus the ability to customize your own reports Report tracking system

67. Patient Wellness Handout

68. Patient Wellness Handout Cont…

70. VA Health Summary Brought in additional components not available through IHS HS Component: –Adhoc Report –Progress Notes Selected –Variety of New Medication Profiles –Clinical Reminders Brief Includes some IHS HS Components –Flowsheets –Supplements –Measurement Panels

71. VA Health Summary

73. Ad Hoc Report Cont… Create an HS “on the fly” –Quick method of looking up information not normally found in the standard HS –Report specific to that patient & will reset when user leaves patient

74. Reports EHR>BEH>RPT

75. Health Summary Overview Cont… RPMS Menu: –EHR > BEH> RPT > HSM

76. Health Summary Overview Cont… IHS Health Summary VA Health Summary DEMO HOSPITAL RPMS-EHR Management Version 1.1 VHA Health Summary Configuration BAT List Batch Health Summary Locations BLD Build Health Summary Type Menu... DEF Display/Edit Health Summary Site Defaults... LOC Setup Batch Print Locations MNT Health Summary Maintenance Menu... PRN Print Health Summary Menu... TYP VHA Health Summary Types Menu... DEMO HOSPITAL RPMS-EHR Management Version 1.1 IHS Health Summary Configuration DF Delete Health Summary Flowsheet DI Delete Health Summary Flowsheet Item DM Delete Measurement Panel Definition DS Delete Health Summary Type FMMT Create/Modify Health Summary Type using Fileman HM Health Maintenance Reminders... HS Generate Health Summary HSSP Update Health Summary Site Parameters IS Inquire About a Health Summary Type LC List Health Summary Components LF List Health Summary Flowsheets LI List Health Summary Flowsheet Items LM List Measurement Panel Types LS List Health Summary Types MF Create/Modify Flowsheet MI Create/Modify Flowsheet Item MM Create/Modify Measurement Panel MS Create/Modify Health Summary Type PP Print Health Maintenance Item Protocols PWH Print Patient Wellness Handout **> Out of order: Use APCH PWH GENERATE PWH option TYP IHS Health Summary Types

77. Health Summary Overview Cont… Patient Wellness Handout EMO HOSPITAL RPMS-EHR Management Version 1.1 ************************************* ** IHS Health Summary ** ** Health Summary Maintenance Menu ** ************************************* IHS PCC Suite Version 2.0 DEMO HOSPITAL PWH Generate a Patient Wellness Handout DEF Update Default PWH for a Site AAP Print Asthma Action Plan MPWT Create/Modify Patient Wellness Type TPWH Number of PWHs Given to Patients Report

78. Questions and Discussion