Order Transmittal: Chapter 2 Flashcards
Rules are attached to part of the ____________ _______________
facility structure
Rules contain ____________ and ____________
conditions and directives
Descriptors are also known as ___________ ___________
generic destinations
Maps translate descriptors into _____________ ____________
specific workstations
Maps, like rules, are attached to part of the ___________ _____________
facility structure
Workstations are ___________ destinations
specific
Which of the following are workstations? Choose all that apply
1. Printers
- Pools
- Interfaces
all of these are workstations
___________ allow users to add information to an order after it has been signed.
Tasks
When is an order record created?
When an end user signs an order
A rule evaluates _______________ of an order
properties
When an order matches a condition statement in a RULE what happens next?
The directive is followed
The three types of directives are
Set, Do and Send
Which type of directive will change the property of a value
Set
Causing a blue dot to appear on the appointment scheduler would be accomplished via which directive?
The DO directive
What three questions does the SEND directive try to resolve?
How many?, What?, and Where?
What is the purpose of a destination MAP?
To translate generic descriptor to a workstation
Order transmittal searches rule records at the most ________ level to the most _________ level until it matches the order’s properties to a condition statement
specific to general
What is the rule heirarchy from most specific to most general
Workstation, Order Transmittal Group, Department, Location, Service Area, Facility
Where, specifically, is a rule record linked?
The Order Rule Linking activity in Hyperspace
True or False.
A rule can be linked at multiple levels of the heirarchy
True
True or False
Each level of the rule heirarchy can have multiple rules attached
False. Only one rule per level
True or False
Order Transmittal evaluates the conditions in a rule record from top to bottom
True
True or False
Order transmittal stops when it finds a condition for which it can match the properties of the order
True
For an order to be transmitted correctly, it is important that you list properties to be evaluated in a strategic arrangement of _____________ to ___________
specific to general
When you build rules you want the _____________ number of rules possible.
smallest
Why do Administrators use error pools?
To catch orders that do not get handled properly by order transmittal.
True or False
An order that does not match a rule at any of the levels of the hierarchy will, by default, use the Facility level rule.
False. The order will end up in the error pool.
Error pools are used in two places. Name them
- In your Facility-level rule, as the very last directive with a descriptor of pool-error
- In your Facility-level destination map, where pool-error is mapped to a specific error pool workstation record.
True or False
“Create” directives trigger tasks.
False. Create directives trigger task templates
Generally speaking, multistep orders fall into what 3 categories?
- Orders that require specimen collection
- Orders that are missing information
- Orders that need to be acted upon in some way before going to their final destination
Multistep Order Transmittal works by using a __________ directive, followed by an _____________-____________ directive
Create
Event-Driven
Put the following in the correct order:
- The Task Template creates a Task that appears in the Order Information In Basket Folder
- When the task is complete, the order is sent back through order transmittal. This time, however, the order is associated with an event
- A rule executes a create directive
- When the nurse clicks Add’l Info button, the Collection Information window opens, and prompts the nurse to add the needed information.
- The create directive points to a Task Template
- On its second pass, only directives associated with that event will apply to the order.
3
5
1
4
2
6
A Multistep Collect workflow is used for _________ ________.
Collecting Specimens
A Multistep workflow is used to
add information or details to an order, or to wait for a clinician to act on the order before it is marked as complete.
In most cases only ______ status orders need to be routed via order transmittal
Normal
To include future and standing orders in order transmittal, change the ______ field in the directive’s details to Standing, Future, or ____.
Filter, both
True or False
Future and standing orders are usually NOT set up to transmit to external systems.
True. Because the external system cannot release the orders via the interface.
If you delete a condition row in the Order Rule Editor will the directives below it also be deleted?
Yes
Can rules direct what should happen if an order gets canceled?
Yes, using event-driven rule-based OTx you can create rule directives for orders that were signed as well as for orders that were canceled.
Is the Edit Rules tab available if you are working in an Active (Released) contact?
No. It is only available in Inactive or Unreleased contacts
Does activating a rule mean that it applies to any orders?
No, it must first be attached to part of the facility structure before it has any impact.
Can a rule be edited after it is released?
No
Can more than one contact of a rule be active at the same time?
No.
Why do you need to build your destination descriptor records before building rule records?
Because you need to be able to specify them in your rule record.
Lab Tech contacts you and says that although an order reached his In Basket as a pool message, the labels did not print. What investigation tool will you use?
View Order Tracking
In order for a rule to be used by Order Transmittal, what setup needs to be completed?
Validate XML, Save/Compile, Activate, Link to a level in the rule heirarchy
True or False
Order types and order classes are values on category lists.
True
True or False
One rule can link to multiple departments.
True
True or False
Multiple rules can be linked to the Facility
False
Marking a message ____is the key to moving on to the next step in Multistep Order Transmittal
Done
Error pools are used in two places. Where?
- In the Facility-level rule as the very last directive
2. In the Facility-level destination map where it is mapped to a specific error pool workstation record.
Advanced Rule Directives
Name four of them.
- Error Pool
- Do Nothing
- Continue Afterwards
- Future and Standing Order Filters
- Clinic Collect Labs
Clinic Collect Labs
What happens when a customer has EpicCare Ambulatory but does not have Beaker?
Multistep Order Transmittal is leveraged, in particular the Create Task directive
Which of the following would involve multistep order transmittal?
- A nurse is notified to collect a specimen and record the date and time collected before sending it to the lab.
- During collection the nurse adds the name of a consulting physician.
- An order is sent to a final destination where labels are printed and then the order is sent to a lab interface.
All
Task-Based Multistep order transmittal starts with a ______ _________
create directive.
The create directive is triggered by an event. In EpicCare Ambulatory, what are the two most common event triggers
- Signing an order
2. Completing collection information via an In Basket message (Collection Info Complete)
Each piece of information in an order record is called a _____ _________
Order Property
Order Type, Order Class, and Controlled Status for Medications are all examples of _____ __________
Order Properties
Order Properties can be grouped into three different categories. What are they
- Contextual Properties
- Order-Defined Properties
- End-user Defined Properties
Contextual Properties are based on __________ _______ and are mostly used when _________ for a ____ or ___ record
situational factors
searching
rule
map
Examples of Contextual Properties are:
Encounter Type Ordering Workstation Encounter Provider Workstation Department Encounter Department Outpatient or Inpatient Order Date
Order-defined properties are values that are defined in the ___________ or __________ record.
Medication
Procedure
True or False
End user’s can change Order-defined properties
False
Order defined properties are mostly used in _________ or ___ __________
conditions
set directives
Examples of order-defined properties would be:
Order Class Order Type Order Priority Controlled Status Procedure Category
End-user defined properties are properties that the end user can ______ _____ _______ ___ _____
change before signing the order
End-user defined properties are mostly used in ________ or ___ __________
conditions
set directives
In a rule record, when specifying a value of a property that references a category list or master file record, you must type the name _______ as it is built in these places. These values in a rule are ____ _________
exactly
case sensitive
When working in the Order Rule Editor, each condition and directive row is called a ____
Node
The ____ ____ tab displays your Rule in an easy-to-read, color-coded, outline style format and is ____ ____
View Rules
read-only
True or False
You cannot save or activate a rule with errors
True
True or False
Each multistep task must be completed individually.
True. They cannot be grouped like multistep collection Tasks.
True or False
Multistep Collection Tasks can prompt users for a broad range of information
False. Can only include information about the specimen collection.
If a patient has more than one multistep collection Task that was created from the same Task Record, the nurse CAN/CANNOT document collecting all of those Tasks at the same time
Can
To create an OCC for multistep, indicate that the Ordering Type is ___________.
For the Ordering Context, enter either ________ ___________-____________ or ________-_________
Procedure
Multistep Collection-Ambulatory
Multistep-Ambulatory
True or False
OCC records used for multistep or multistep collection order transmittal tasks are the same OCC records you use to define the display items, summary items, and item control for medications and procedures
True
Order Transmittal OCCs can have which of the following Ordering Contexts? (Choose all that apply)
- Multistep Collection-Inpatient
- Multistep Collection-Ambulatory
- Multistep-Inpatient
- Multistep-Ambulatory
1
2
3
4
True or False
Create Directives trigger Task Templates
True
True or False
Tasks Templates point to task(s) that should appear in In Basket
True
True or False
You should create an OCC before you create a Task and you should create a task before you create a Task Template.
True
True or False
OCC’s are linked to Tasks
False. Tasks are linked to OCCs
Tasks and Task Templates live in ___________
Hyperspace
True or False
Writing a multistep rule involves two parts, a create directive and a second set of directives associated with the event in your Task
True
True or False
It is OK to change Order Transmittal Rules any time you find a problem that needs resolving.
False. OTx rules should only be changed during scheduled downtimes.
True or False
Order Tracking Report print groups do not show information regarding the create directive
True. Because the print group only displays information involving the send, set, and do directives
