RX205 Willow Inpatient User Configuration - Chapter 2: Provisioning Pharmacy Staff Flashcards
Willow user record
EMP record
contains name, login, pw, and security settings
can track which patients a user has looked at and which orders they have verified
EMP record
Willow user record
contains name, login, pw, and security settings
can track which patients a user has looked at and which orders they have verified
willow user template
willow provider record
SER record
a User (EMP) record and its linked template determines what a user sees and can do in Hyperspace, but if the user is a clinician who documents in patient charts or enters orders, they also need a Provider (SER) record
SER record
willow provider record
a User (EMP) record and its linked template determines what a user sees and can do in Hyperspace, but if the user is a clinician who documents in patient charts or enters orders, they also need a Provider (SER) record
EMP record vs SER record vs EMP template
in basket classification
In Basket classifications determine which In Basket messages a user receives and can respond to
–> they are similar to distribution groups in an email system
you’ll have different In Basket classifications for pharmacists, technicians, and members of the project team
for the pharmacists and technicians, you’ll create different classifications for each hospital (at least)
–> you generally don’t want the techs in Hospital A working with MAR messages from nurses in Hospital B
–> in general, pharmacists should also be able to see messages that have been sent to technicians
note that you have to assign all In Basket classifications in the individual User (EMP) record
–> you can’t assign some (like “Rx All Pharmacist”) in the template and others in the User (EMP); they must all come from one place or another
import spreadsheet
data migration
POC
Test
Production
data courier
Data Courier automates the process of migrating build data, making it safer and easier to manage
Data Courier uses Community IDs (CID) to identify records, instead of the local .1 (the ID in Chronicles); this prevents issues when the .1 doesn’t match across environments
the CID is unique and shared across all environments that use Data Courier
Data Courier also uses CIDs to ensure referential integrity—migrated records will remain networked to the correct records even if those records have different local IDs in different environments
Data Courier only works with master files that have Data Courier enabled and is designed to transmit static data, not dynamic data
CID
Data Courier uses Community IDs (CID) to identify records, instead of the local .1 (the ID in Chronicles); this prevents issues when the .1 doesn’t match across environments
the CID is unique and shared across all environments that use Data Courier
Data Courier also uses CIDs to ensure referential integrity—migrated records will remain networked to the correct records even if those records have different local IDs in different environments
how to create a EMP record
(how to create a willow user record)
how to attach an EMP record to a user template
you MUST save work after applying the template
once the template is applied, settings controlled by the template are disabled (grayed out) in the user (EMP) record and the value from the template is displayed
how to add a default log in department to an EMP record
from the User Security activity in Classic, expand the Hyperspace/Shared form
then click Login Settings form
enter the Default Login Department
how to add in basket class
note that you have to assign all In Basket classifications in the individual User (EMP) record
–> you can’t assign some (like “Rx All Pharmacist”) in the template and others in the User (EMP); they must all come from one place or another
if no classification is assigned, NO MEDICATIONS WILL BE SEEN
how to add in basket classifications to an EMP record
how to create and configure a SER record for a pharmacist
SER record = provider record
unlike User (EMP) records, Provider (SER) records are created in Text
to create a new provider, go to Text»_space; Clinical Administration»_space; Users, Providers»_space; Providers (SER)
- navigate to the Provider prompt and enter “*” ﴾an asterisk﴿ –> this prompts the system to create a new record
- press Enter at the ID prompt (allowing the system to assign an ID)
- at the STAFF/RESOURCE NAME prompt, enter the name of your pharmacist in the format: Lastname, Firstname.
- press Enter until you are on the first screen of the record, Provider Information
- enter an appropriate value in the Provider Type field, such as “Pharmacist” or “Pharmacy Student”
–> when you write a note, the Author Type is
determined by this field - enter Ref Src Type = Non Referral Source because pharmacists don’t have referrals or scheduled appts
- enter Scheduling Type = person
- navigate to the Credentials and Certifications screen (4 pages down) and enter “PharmD” in the License for Display field
- as a general rule, pharmacists are not authorizing providers for either medications or non‐medication (procedure) orders, so enter “No” in both the Meds Authorizing Provider? and Procs Authorizing Provider? fields.
- in most states, pharmacists are not licensed to write orders –> to reflect this, enter “No” in the Inpatient Ordering Provider? and Outpatient Ordering Provider? fields
- if your state does license pharmacists to initiate orders outside of protocols, change the above fields to “Yes” –> restrict this permission to only certain locations in the Authorized Locations field
- navigate to the Inpatient Provider Information 2 screen (10 pages down) and enter the following:
- Allowed Clinical Services: Pharmacy
- Default Clinical Service: Pharmacy
THEN CLOSE THE RECORD (shift + F7)
how to link an EMP and SER record
EMP record = willow user record; SER record = provider record
in reality, you would want to create the Provider (SER) record for a staff member before creating their User (EMP) record… that way, you could just link them as you build the User (EMP) record
when might an admin want to import records rather than build them manually?
