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Reminder Dialogs

Reminder Dialogs. Introduction. Reminder Dialogs allow a user to resolve the reminder by entering data into the progress note and PCC Saves a step and user does not need to do any typing Dialogs can be turned into templates to be used on the notes tab. Introduction.

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Reminder Dialogs

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  1. Reminder Dialogs

  2. Introduction • Reminder Dialogs allow a user to resolve the reminder by entering data into the progress note and PCC • Saves a step and user does not need to do any typing • Dialogs can be turned into templates to be used on the notes tab

  3. Introduction • Dialogs are usually a resolution to a reminder – i.e. documentation of a diabetic foot exam • However, they may be used to enter PCC data even if there isn’t a reminder, as in patient education

  4. What is a dialog? • Way to record data in PCC and in progress note • Looks like TIU template

  5. What is a dialog? • One click can open up other choices • Can use check boxes or radio buttons • As the user opens up a box, data goes into the progress note and/or PCC

  6. What is a dialog? • Prompts for comments can be added • Health factor of PREVIOUS SMOKER was added to PCC • Progress note is being created

  7. What is a dialog? • Education topics can be addressed • Prompt for level of understanding

  8. What is a dialog? • When finished is clicked, the data is inserted into the progress note • The data that went to PCC is visible at the bottom

  9. PCC Data Data went to PCC and is on the wellness tab

  10. 3 ways to get a dialog • Import one through Reminder Exchange • Auto-generate one after a reminder is created • Create one from scratch making each piece

  11. Dialog Menus • Start out on the main Reminder Manager Menu • Menu is DM Reminder Dialog Management

  12. Only 2 options • Dialog Parameters • Reminder Dialogs

  13. DI- Reminder Dialogs • Opens up to the reminders View • Use CV to see the other items

  14. Dialog Pieces Choose from: P prompt E dialog element R reminder dialog F forced value G dialog group S result group T result element • These are the building blocks of the dialog • Prompts are the smallest piece • Prompts go on elements • Elements go into dialogs or they can go into groups • Groups go in dialogs

  15. D for dialogs Always check for where you are Check Status Is it linked? AD for adding

  16. Look at the dialog

  17. Look at the Progress Note Text

  18. Clean it up – • Delete items not needed • Edit what it says in the progress note • Add new elements if desired • Auto-generate does NOT make any groups. It does make the elements • You can choose to re-make the dialog and put the elements into groups if desired

  19. Display text and progress note text • These two can be different • The display text is what the person entering the note sees • Example: DIALOG/PROGRESS NOTE TEXT: Alcohol Screening - Enter results of the CAGE test ALTERNATE PROGRESS NOTE TEXT: CAGE test scores

  20. Reminder Exchange Dialogs • Dialogs entered through reminder exchange are inactive • If the reminder has been added to the EHR, this message will appear

  21. Activate the dialog • In RPMS, go to the list of dialogs • Choose the one you wish to edit

  22. Review the dialog • Choose ED to edit the dialog

  23. Edit the Dialog • NAME: IHS-TOBACCO SCREEN// • DISABLE: DISABLED IN EXCHANGE Replace @ • SURE YOU WANT TO DELETE? Y (Yes) • CLASS: LOCAL// • SPONSOR: • REVIEW DATE: • SOURCE REMINDER: TOBACCO TEST// • Select SEQUENCE: 20//

  24. Edit a Dialog Element • You can edit a dialog element by choosing the number from the dialog screen • Choices are • E Edit dialog • C Copy and replace • D Delete element

  25. Make a dialog from Scratch • What do you need? • Write it on paper first • Work from the bottom up, prompts, elements, groups, dialog

  26. Dialog to Make • Dialog closed

  27. Groups Open Up • Group contains Elements

  28. Fully Expanded • Dialog after creation • Groups • Elements • Education Topics • Order • Prompts

  29. Prompts – the smallest level • Those that start with PXRM come with reminders. • All others are build from those • A prompt must be attached to an element AND the comments prompt must also be included

  30. Prompts • Select DIALOG to add: SIDE EFFECTS • Are you adding 'SIDE EFFECTS' as a new REMINDER DIALOG (the 79TH)? No// Y • Prompt NAME: SIDE EFFECTS// • DISABLE Prompt: • CLASS: L LOCAL • SPONSOR: • REVIEW DATE: • PROMPT CAPTION: Side Effects • EXCLUDE FROM PROGRESS NOTE: • DEFAULT VALUE: • Select CHECKBOX SEQUENCE:

  31. Elements – Where the work happens • Naming Conventions • ED Education topics • HF Health Factors • EX Exams • IM Immunizations • OI Orderables • HD or TX for text only or headers

  32. Elements – without PCC Data • Select DIALOG to add: HD HTN TAKING MEDS Are you adding 'HD HTN TAKING MEDS' as a new REMINDER DIALOG (the 80TH)? No// • DISABLE: • CLASS: L LOCAL • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE:  Not doing PCC Data • ORDERABLE ITEM: • FINDING ITEM:  Not doing PCC Data

  33. Elements – No PCC • DIALOG/PROGRESS NOTE TEXT: • Is patient taking medications as directed? • ALTERNATE PROGRESS NOTE TEXT: • Patient’s medication compliance • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX: • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE:

  34. Elements – Add Prompts • Select SEQUENCE: 1 ADDITIONAL PROMPT/FORCED VALUE: SIDE EFFECTS prompt LOCAL ...OK? Yes// (Yes) • OVERRIDE PROMPT CAPTION: • START NEW LINE: 1 YES • EXCLUDE FROM PN TEXT: • REQUIRED: • Select SEQUENCE: 10 ADDITIONAL PROMPT/FORCES VALUE: PXRM COMMENTS OK? Yes//  Need this one for local prompts to appear

  35. Element – Education Topic • Select DIALOG to add: ED HTN MEDICATIONS • Are you adding ‘ED HTN MEDICATIONS' as a new REMINDER DIALOG (the 83TH)? No// YNAME: ED HTN MEDICATIONS// • DISABLE: • CLASS: L • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: DONE AT ENCOUNTER

  36. Element – Education Topic • ORDERABLE ITEM: • FINDING ITEM: ED.HTN-MHTN-MEDICATIONS HTN-MEDICATIONS HTN-M ...OK? Yes// • DIALOG/PROGRESS NOTE TEXT: • The patient is able to verbally summarize their medication regimen • and the importance of compliance with therapy. • Edit? NO// • ALTERNATE PROGRESS NOTE TEXT: • No existing text • Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX:

  37. Element – Education Topic • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE: 1 ADDITIONAL PROMPT/FORCED VALUE: PXRM LEVEL 1 PXRM LEVEL OF SEVERITY prompt NATIONAL 2 PXRM LEVEL OF UNDERSTANDING prompt NATIONAL CHOOSE 1-2: 2 PXRM LEVEL OF UNDERSTANDING prompt NATIONAL OVERRIDE PROMPT CAPTION: START NEW LINE: 1 YES EXCLUDE FROM PN TEXT: REQUIRED: 1 YES • Select SEQUENCE: 10 ADDITIONAL PROMPT/FORCED VALUE: PXRM COMMENT// OVERRIDE PROMPT CAPTION: PXRM COMMENT// START NEW LINE: Y YES EXCLUDE FROM PN TEXT: REQUIRED:

  38. Element - Order • Select DIALOG to add: OI HYPERTENSIVE MEDS Are you adding 'OI HYPERTENSIVE MEDS' as a new REMINDER DIALOG (the 84TH)? No// • DISABLE: • CLASS: LOCAL// • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: ORDERED ...OK? Yes// Y (Yes) • ORDERABLE ITEM: • FINDING ITEM: Q.PSOZM HYPER PSOZM HYPERTENSION MEDS • ...OK? Yes//

  39. Element - Order • DIALOG/PROGRESS NOTE TEXT: • Check to order or change medications Edit? NO// • ALTERNATE PROGRESS NOTE TEXT: • Medication change ordered Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX: • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE: Input your edit comments. Edit? NO//

  40. Group – Makes it prettier • A group allows you to put several elements together. Groups can be hidden until clicked so they act like templates • Users may select 1 or more items in the group

  41. Group • Select Item: Quit// AD Add • Select DIALOG to add: GRP HTN LIFESTYLE CHANGES • Are you adding 'GRP HTN LIFESTYLE CHANGES' as • a new REMINDER DIALOG (the 97TH)? No// Y • NAME: GRP HTN LIFESTYLE CHANGES Replace • DISABLE: • CLASS: L

  42. Groups • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE:  Would apply • ORDERABLE ITEM:  to entire group • FINDING ITEM:  • GROUP CAPTION: • PUT A BOX AROUND THE GROUP: y

  43. Group • SHARE COMMON PROMPTS: 0 • 1 yes • 0 no • MULTIPLE SELECTION: 2 • 0 NO SELECTION REQUIRED • 1 ONE SELECTION ONLY • 2 ONE OR MORE SELECTIONS • 3 NONE OR ONE SELECTION • HIDE/SHOW GROUP: H

  44. Groups • GROUP HEADER DIALOG TEXT: Check to document lifestyle changes discussed with patient Edit? NO// • GROUP HEADER ALTERNATE P/N TEXT: The following lifestyle changes were discussed with the patient/family: Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX:  If you want it mandatory or for headers • NUMBER OF INDENTS: 2

  45. Groups • INDENT PROGRESS NOTE TEXT:y • Select ADDITIONAL FINDINGS: • Select SEQUENCE: 1 • DIALOG ELEMENT: ED HTN-WEIGHT CONTROL dialog element LOCAL ...OK? Yes// EXCLUDE FROM PN TEXT: • Select SEQUENCE: 2 ……Continue to add elements to the group

  46. Group view

  47. Group – progress note text

  48. Dialog – The upper level • The dialog is now ready to be created • Dialog can be made up of elements and/or groups

  49. Dialog • Select Item: Quit// AD Add Reminder Dialog • GENERATE DIALOG AUTOMATICALLY: Y// NO • Select DIALOG to add: HTN INTERVENTION Are you adding 'HTN INTERVENTION' as a new REMINDER DIALOG (the 98TH)? No// y • NAME: HTN INTERVENTION • DISABLE: • CLASS: l LOCAL • SPONSOR:

  50. Dialog • REVIEW DATE: • SOURCE REMINDER: HTN INTERVENTION LOCAL • Select SEQUENCE: • Can enter the sequence number for what you want on the dialog OR

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