Identifying Patient Flashcards
T =
W =
M =
Y =
(+) =
(-) =
t+2
w-2
m+1
y-1
today
week
month
year
move forward
(move backward
Two days from today
Two weeks ago
One month from today
One year ago
Two ways to say one week from now
, type “t+7” or w+1
Which Columns list matches the columns that you
currently have on your schedule.
Selected columns
Can you remove selected columns?
Yes, highlight and click remove
Can you organize selected columns?
Yes, use the up and down arrows
What tabs in the gears do you click to add schedules
configuration
What is a resource radial button
A resource is a
placeholder for a room, a group of clinicians, or machinery. Resource
schedules can be used for procedure rooms, nurse visits, or MRI machines
If you cannot find your provider name in the configuration tab under department what do you do?
Click the provider (all depts) and search the provider
How do you delete a provider schedule?
Go to the gears tab, highlight that provider, and click remove
What if the gears icon is not working what can you do?
Right click on the schedule and click properties
How do you create another schedule? What is the additional step you have to do?
click the create button to add another
folder. Name it.
How will similar patients names be displayed?
displayed in bold and italics
What are some info that you can see in the schedule?
Appt Time, Patient Name, MRN, and DOB, Status,Orders, providers, Type, your name, total number of patients, last time schedule was refreshed
How do you manually refresh
circular arrow icon
What will the provider column show?
Provider OR resources for the patient ( nurse resource pool )
How can your sort your column on schedule to organizew it better?
Click the header and based on the header the info will sort alphabetically or chronologically
How will the system help keep you track on what appt is next?
Displaying the next apt in bold text
Which column is not labeled and why?
The first column and it is to help flag
Who should you ask if your department uses dots to flag?
Managment to know the workflow and what colors are needed
How do you remove a dot?
Click the dot and choose a different color or click the X
How can you see more information about a patient without opening their chart from the schedule toolbar?
Highlight the patient and the report pane should show.
What do you do if the report pane does not show?
Checkbox the preview at the top
How do you hide the report pane?
Uncheck the preview button
What drives your default pane?
Department login
Can you find other report panes?
Yes, in the search box on the right hand side
What is included in the Longitudinal Plan of Care pane?
summary of patient information such as demographics, problem list, allergies, history, medications, and immunizations. Each of these sections is a hyperlink that will take us to a section of the patient’s chart for more information.
How do you add a report pane permanently?
clicking the wrench and selecting Add or remove buttons from toolbar. This opens a new field that allows us to add report buttons to our toolbar. You can search for additional reports or click the Add Current button.
Can you rearrange the report panes?
Yes, click the wrench and organize with the up and down arrows
What icon on the schedule toolbar will give you more information about the patient without opening patient’s chart?
Chart Review. This will give you a view only mode
Double clicking on a patient’s appointment
slot while they have a status of scheduled will open what activity?
Precharting
If you close the patient’s chart from chart review, what screen will you return back to?
Scheduling screen
The number of workspaces you can have open is dependent on what?
Your department
How many workspaces can you view at once?
You can only view ONE workspace at a time
How can you customize your schedule workspace?
With your personal schedule highlighted, use the gears icon to
update the columns that you see and the provider who’s
schedule you want to view.
* You can not edit the department schedule
How can you review patient information before starting the visit?
Use the preview reports or chart review buttons on your
schedule workspace.
