RX205 Willow Inpatient User Configuration - Chapter 1: Epic's Data Structure Flashcards

1
Q

Hyperspace

A

Epic’s front-end user interface, accessed on the Hyperdrive client

end users log into Hyperspace to complete their workflows and do their jobs

admins and builders also log into Hyperspace to test and troubleshoot build

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2
Q

Hyperspace Web

A

web server that runs the web-based application, Hyperspace

when you launch the hyperspace icon, you are launching a specialized web browser called Hyperdrive –> the Hyperdrive client presents the Hyperspace Web application to users, like a commercially-available browser (eg. Chrome) presents a web site

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3
Q

Chronicles

A

the data management system (“the database”) that provides the underlying structure for all of Epic’s applications

users and admins access Chronicles via a number of paths, including Hyperspace, the Classic client, and Text

all the data that users access in Hyperspace lives in Chronicles
- when a user logs into Hyperspace and opens a patient chart, Hyperspace is requesting data from Chronicles
- when a user documents in a patient’s chart, they are saving data to Chronicles

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4
Q

Classic

A

the original Hyperspace client

as of the May 2022 release, all end-user facing activities are available in the new, web-based Hyperspace but many admin activities are only available in the Classic client (have yet to be migrated)

when migration is complete, the Classic client will be retired

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5
Q

Text

A

text-based back-end interface with Chronicles data, used solely by admins for creating, editing, and analyzing records

Text runs directly on a server that hosts Chronicles and you connect via a terminal emulator (eg. PuTTY in training, or Reflection)

there will always be some tools and editors that only exist in Text; will not be retired

includes multiple applications: Clinical Administration, Chronicles itself, Training Tools, etc

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6
Q

master file

A

aka INI

stores all the data about one type of thing

examples =
- patient data in the Patients master file
- clinician info in the Provider master file)

like a drawer in the Chronicles filing cabinet

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7
Q

INI

A

aka master file

stores all the data about one type of thing

examples =
- patient data in the Patients master file
- clinician info in the Provider master file)

like a drawer in the Chronicles filing cabinet

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8
Q

record

A

stores info about one individual or entity in the master file

examples =
- each patient has a record in the Patient master file
- each combination of drug/strength/form has a record in the Medication master file

like a folder in a drawer (master file) of the filing cabinet (Chronicles)

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9
Q

item

A

set of prompts or fields for storing information

examples =
- gender
- smoker
- MRN

like fields you fill in on each file folder (record)

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10
Q

value

A

every record in the same master file has the same set of items, but each record will have a different set of values

examples =
- male/female
- yes/no
- dates (string values)

what you write in the fields (items) on each file folder (record)

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11
Q

contact

A

set of values within a single record that relate to a particular event or significant change to that record

examples =
- patient record contacts can be visits, telephone encounters, admissions
- order record contacts mark when an order is signed, verified, dispensed, administered

like dated sheets of paper in the file folder (record)

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12
Q

record viewer

A

a utility for looking at the data stored in Chronicles for particular records

available in Classic to admins and others with proper security

path: Classic&raquo_space; main toolbar&raquo_space; Record Viewer

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13
Q

no-add items

A

values associated with a record and NOT a single contact

stored at the record level

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14
Q

over time items

A

values associated with a single contact

stored in a specific contact

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15
Q

Clinical Administration

A

a back-end application within Text to modify data in Chronicles

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16
Q

networked

A

when a value in Record Viewer is linked to another record

appears as a hyperlink

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17
Q

category list

A

every item in Chronicles has a data type, which determines what kind of data the item can store as a value

a category data type has values that will be selected from a list of possible options, called a category list

a category list is a list of potential values for a particular item; it is part of an item

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18
Q

shared category list

A

some items have a “category” data type but re-use the category list from another item (eg. yes/no, gender)

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19
Q

string data type

A

value is free text, any string of characters

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20
Q

release range

A

some category lists have release ranges, meaning Epic code expects those options to exist. you cannot edit the category options in that range.

you can see the release range for a category list in the Category List Maintenance activity

ALL CUSTOMER OWNED = no release range, can edit all options in the category list

ALL CATEGORIES = entire category list owned by Epic, you cannot edit, deactivate, or add choices to the list

FROM X TO Y = can’t edit options with IDs between X and Y but you CAN create and edit options outside that range

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21
Q

facility

A

the entire enterprise or “instance” of Epic, aka your
entire organization

this level was named a long time, before largescale
consolidation in the industry

broadest facility structure

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22
Q

service area

A

separate business entities within your
organization, or that you use your install of
Epic

used for grouping revenue and accounts
receivable

nested immediately under “facility” structure

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23
Q

location

A

a hospital or free‐standing clinic

there’s a separate Location (EAF) record for each
hospital and clinic in your organization

location records are where we attach:
- formulary
- main pharmacy for a hospital/clinic
- content that appears on the Facility List

nested immediately under “service area” structure

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24
Q

department/unit

A

places where patients receive care, and/or where users work

includes:
- nursing units in a hospital, where patients are admitted (“EMH 1 East” or “EMH 2 West” or technically “EMH Emergency”)
- outpatient departments, where patients make appointments, receive care, and go home (“EMC Family
Medicine,” or “EMH Allergy Clinic”)
- hospital outpatient departments, which can see both admitted patients and outpatients (“EMH CT Imaging” or “EMH Cardiac Cath Lab”)
- virtual departments, which never have patient encounters and exist only for users to pick as their login department (“EMH IP Pharmacy” or “EHS Internal
Medicine” or “EMH Admitting Department”)

department/unit records are where we attach the list of Pharmacy (PHR) records that serve patients in that unit

Willow users also log into a “virtual” department for their hospital’s pharmacy

nested immediately under “location” structure

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25
Q

room and bed

A

these records only exist in nursing units or some hospital outpatient departments

they represent the specific place where a patient gets admitted

appears on dispense labels, ADS load labels, and cart fill reports to help identify where the patient is

some hospitals will configure dispense logic (the list of pharmacies serving a patient) for specific sets of rooms in a unit

nested immediately under “department/unit” structure

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26
Q

how to distinguish between Hyperspace and Classic at a glance

A

log in screen
- says “Classic” or “Hyperspace”

color scheme once logged in
- “Classic” = black and gray
- “Hyperspace” = colorful

top left corner of window
- says “Classic” or “Hyperspace.”

27
Q

how to use the Record Viewer

A

Path: Classic > main toolbar > Record Viewer

TO USE
- enter INI, record, and contact you want to view > View Record
- items sorted by item #
- can “Jump To” to jump to specific item
- can “Ctrl+F” to search for a text string
- can filter on the sidebar to show certain items

EACH ITEM SAYS NO-ADD or LISTS SPECIFIC CONTACT (OVER TIME)
- use filter to see each

CLICK ITEM NUMBER/NAME FOR DETAILS INCLUDING
- Data type: string, numeric, date, category, or networked
- For category items, you can also see the category list from here
- For networked items, you can see which INI the item is networked to
— If an item is networked, its value will display as a hyperlink; clicking that link will open that INI and record in Record Viewer

28
Q

how to filter items in Record Viewer to see only “no add” values

A

no-add = value stored at the record level, NOT in a specific contact
- use filter in Record Viewer to see only these items

29
Q

how to find values or items in Record Viewer

A

use Jump to enter item #

OR

Ctrl+F (+fn for mac) to search text

30
Q

how to log in to text

A

click Text icon

wait for cow image, then choose environment

text window appears:
- initial pw - does not appear as you type > Enter
- user id - will appear as you type > Enter
- pw - does not appear as you type > Enter

Enter to skip copyright screen

then you see main screen of Text!

31
Q

how to navigate menus in text

A

all navigation is done with the keyboard, mouse is not functional other than to resize the application window

to go forward, enter the number for the option you want and press Enter

to go backward, press Page Up or Page Down (or Enter without first entering an option)

typing “=” at a master file prompt will re‐open the last record you edited during this text session

32
Q

how to navigate within records in text

A

move through fields L to R –> tab or enter

go back to previous field R to L –> shift + tab

go straight up/down to a field –> up/down arrows

move through values of multiple response field –> up/down arrows

get help on item (including list of values) –> shift + F5 (+Fn on mac)

move to next/previous screen –> page down/page up

exit record from any screen –> shift + F7 (+Fn on mac)

undo a change (but only if you haven’t left the field –> F3 (+Fn on mac)

33
Q

how to move through fields L to R in text

A

tab or enter

34
Q

how to go back to previous field R to L in text

A

shift + tab

35
Q

how to go straight up/down to a field in text

A

up/down arrows

36
Q

how to move through values of multiple response field in text

A

up/down arrows

37
Q

how to get help on an item in text

A

shift + F5 (+Fn on mac)

includes a list of values!

click enter to leave help text

38
Q

how to move to next/previous screen in text

A

page up/page down arrows

39
Q

how to undo a change in text

A

F3 (+Fn on mac)

only works if you haven’t left that field yet

40
Q

how to exit record from any screen in text

A

shift + F7 (+Fn on mac)

41
Q

how to delete value or entire line of text in text

A

F1 (+Fn on mac)

42
Q

how to erase everything from cursor to end of field in text

A

F2 (+Fn on mac)

good for partially deleting characters in free text fields

43
Q

how to move cursor to far right position within current field

A

home + right arrow

44
Q

how to move cursor to far left position within current field

A

home + left arrow

45
Q

how to look up the INI and item number of an item in Hyperspace

A

ctrl+click in a field

a new window appears with the INI and item number in the top left of the windowe

46
Q

how to expand space available for entering free text value in text

A

shift + F3 (+Fn on mac)

only works on some fields

47
Q

how to look up the INI and item number of an item in Clinical Administration

A

home + F8

Displays information about the item the cursor is on,
such as the master file INI and item number.

48
Q

how to edit values in a category list

A
49
Q

how to identify the release range for a category list

A

you can see the release range for a category list in the Category List Maintenance activity

in Classic –> magnifying glass at top right –> search for Category List Maintenance

once in the activity, you can:
- add new choice
- edit choice
- deactivate choice (no longer appear to users or administrators as a choice to select, but existing values that use this choice are still valid)

50
Q

explain the structure and relationship of the parts of Chronicles (master file, record, etc), providing examples of each

A

Chronicles = giant filing cabinet

Master Files (INIs) = drawers of the filing cabinet
- stores all the data about one type of thing (eg. patient data in the Patients master file and clinician info in the Provider master file)

Records = a folder in a drawer of the filing cabinet
- stores info about one individual or entity in the master file (eg. each patient has a record in the Patient master file and each combination of drug/strength/form has a record in the Medication master file)

Items = fields you fill in on each file folder
- set of prompts or fields for storing information (eg. gender, smoker)

Values = what you write in the fields on each file folder
- every record in the same master file has the same set of items, but each record will have a different set of values (eg. male/female, yes/no)

Contacts = dated sheets of paper in the file folder
- set of values within a single record that relate to a particular event or significant change to that record
- can vary among master files (eg. patient record contacts can be visits, telephone encounters, admissions while order record contacts mark when an order is signed, verified, dispensed, administered)

51
Q

describe when you should log in to Hyperspace vs. Classic vs. Text

A

Classic client = build, configure records, use utilities

Hyperspace on the Hyperdrive client = test build/configuration by logging in as an appropriate test user because builds may behave differently in Classic vs. Hyperspace

52
Q

describe the relationship between Hyperspace, Classic, Text, and Chronicles

A
53
Q

what does a contact represent?

A

a meaningful version or event, not just a change

54
Q

when are changes saved in Text?

A

once cursor moves away from item field or when record is closed (shift+F7)

55
Q

can a category list be shared?

A

yes, multiple items can share a category list

for example, Yes/No is a category list that is frequently used

56
Q

why should you be careful to not change the meaning of an existing option in a category list?

A

the changes will apply to all items that currently have that value, therefore data could be erroneous if the meaning has changed

57
Q

describe the Epic facility structure

A

facility = entire organization

service area = separate business entities within organization, used for grouping revenue and accounts receivable

location = hospital or free-standing clinic

department/unit = where patients receive care and/or where users work

room/bed = only exist in nursing units and some hospital outpatient depts; represent a specific place where a patient gets admitted

facility > service area > location > department/unit > room > bed

58
Q

how are different parts of the Epic facility structure connected and what does each level represent?

A

facility = entire organization (eg. UCSF)

service area = separate business entities within organization, used for grouping revenue and accounts receivable (eg. UCSF east vs west bay)

location = hospital or free-standing clinic (eg. PCMB, Parnassus)

department/unit = where patients receive care and/or where users work
- nursing units (eg. 14L, PCMB INF 3)
- outpatient depts (eg. MELANOMA CLINIC)
- hospital outpt depts which can see both inpt/outpts (eg. CT IMAGING)
- virtual departments (eg. PCMB SAT INF PCMB 3)

room/bed = only exist in nursing units and some hospital outpatient depts; represent a specific place where a patient gets admitted
- (eg. RM L3113A, chair 2)

59
Q

who typically creates records in the facility structure?

A

administrators

60
Q

why does Willow care about each type of record in the facility structure?

A

facility + service area
- you should know they exist

location
- where we attach:
- formulary
- main pharmacy for a hospital/clinic
- content that appears on the Facility List

department/unit
- where we attach list of Pharmacy (PHR) records that serve patients in that unit
- Willow users can also log into virtual department for their hospital’s pharmacy

room/bed
- appears on dispense labels, ADS load labels, and cart fill reports to help identify where the patient is
- some hospitals will configure dispense logic (list of pharmacies serving a patient) for specific sets of rooms in a unit

61
Q

numeric data type

A

value must be a number

62
Q

date data type

A

value must be a date

63
Q

networked data type

A

value will link to a record, usually one in a different INI (Master File)

64
Q

category data type

A

values will be selected from a list of possible options, called a “category list”