In Basket

Double-Click Actions

Sort by Column

Quick Actions

Manage Quick Actions

In Basket Customization

General message review

In Basket Customization

Using the Results folder:

☐ Double-Click Actions-show how to set double-click actions in folders (right-click on the button to set)

☐ Sort by column (click on header)

Quick Actions

☐ Results

• Set up Quick actions for common tests. Examples-Normal labs, CBC, BMP, Specialty imaging, and Blank with pool entered, mark messages as done checked and/or All chosen under selected results.
• Point out Letter Quick Action-automatically pulls in result

☐ Patient Call

• Set up Note QuickActions for common responses
• Examples-Blank, Call patient regarding ***, and/or Schedule appt in ***days.

☐ Manage QuickActions-Clean up unused QuickActions by clicking on an unused one and removing it from the Visible QuickActions section to the Hidden QuickActions section. This allows more space for their Quick Actions in the toolbar

In Basket Customization

☐ Configure toolbar buttons

☐ Configure columns (Edit Column Setup using the wrench > Customize Columns)

☐ Configure report location for each folder

☐ Set Alternating Row Colors

☐ Build My Lists

• Quick Buttons

General Message Review

☐ Routing comments

☐ What is and is not saved to medical record

☐ When to use reply, forward, routing

SmartPhrases

AutoCorrect

Note Speed Buttons

☐ Review how to create SmartPhrases

• SmartPhrase manager
• “On the fly” creation

☐ Review AutoCorrect

☐ Create Note Speed Buttons

• Option to create in progress note and patient instructions.
• Drag and drop to rearrange the speed buttons. More menu and Rarely Used will store extra speed buttons.
• Able to add SmartPhrase or a SmartText directly into existing note where cursor is.

Chart Review

Filters

Chart Review Filters

• System filters (Me, Department, Admission, ED): ability to turn on or off by default.
• Saving Personal Filters: Select desired setting, and / or free text option, and Save common filters used.
• Edit existing filters if necessary.
• System filters (Me, Department, Admission, ED): ability to turn on or off by default.

Synopsis

Synopsis Activity

• Review basic functions of Synopsis and specific reports for specialty
• Show how to Customize Reports

Orders

Preference List

Orders from Chart Review/Results Review/Spotlight

Order Panels

SmartSets

Preference List

☐ Follow other’s preference List

☐ Preference List on the fly

• Right click on orders in Order Pane and select appropriate category.
• Create subsections to categorize your commonly used orders.
• Use “Pref List: Only Favorites” option to show just your favorites.
• Can quickly order by clicking checkboxes (or typing if preferred)

General Order Optimization

☐ Place Orders from Chart Review/Results Review/Spotlight

☐ Create an Order Panel

• Can create from orders only and office visit encounters using the “Options” menu in the Order Pane.
• Can contain a mix of any number of labs, imaging, procedure, and medication orders, but cannot mix inpatient and outpatient orders.
• Panels will live on the preference list for editing.
• Add an order to an existing panel

SmartSets

• Favorite SmartSet
• SmartSet customization

Follow Up

Follow Up Customization

☐ Return in Speed buttons

☐Return for narrative check boxes

Visit Diagnosis

Problem List

Diagnosis and Problem List

☐ Add and organize Common Visit Diagnosis (change from list to buttons so can add multiple diagnosis more easily)

☐Use Previous, Problem buttons to quickly find/add diagnosis without searching.

☐ Customize Problem List view to organize by System

☐ Make sure green + is visible-or adjust columns

☐ Show how to add diagnosis from Problem list

General

Customization

General Customization

☐ Activity Customization

• Rearrange, resize, add, remove activities per encounter type
• Pin items from More Activities

☐ Activity Toolbar Customization

• Option to personalize toolbar in the following activities: Chart Review, Patient Lists, Schedule, etc…

☐ Navigator Section Customization

• Rearrange navigator sections (Option to use drag and drop method)
• Collapse unused sections

☐ Snapshot Customization

• Configure your reports (suggest Longitudinal Plan of Care, any other specialty specific reports)

☐ Main Toolbar Customization

• Move, remove or add items

☐ Start Up Activity Customization

• Go to start up activity to default and click star in upper right corner

☐ Switch Departments/Add department favorites

• Use  next to log out to add favorites, switch departments with less clicks.

Other

☐ F1 for What’s New, Update information, general Tip Sheets and links to Pulse pages.

☐ Pools vs classes if an issue in the department

☐Sticky notes if applicable

☐Care Everywhere Activity, reconciliation of outside information