MUNSON HEALTHCARE Clinical and Clerical Staff Personalization for Clinical and Clerical Staff Instructions

MUNSON HEALTHCARE Clinical and Clerical Staff Personalization for

Clinical and Clerical Staff

Clinical and Clerical Staff Personalization for Clinical and Clerical

Staff

Summary: Instructions are below to help customize Cerner PowerChart Ambulatory and Revenue Cycle to help optimize user workflow.

Ambulatory Organizer

Auto Update:

1. Open the Ambulatory Organizer.
2. Click the drop-down arrow next to the on the right side of the screen.
3. Select Settings.
4. Confirm that “Auto Update Schedule” is checked. If not, check the box.
5. Click Apply.

Message Center

Setting the Preview Pane:

1. Click on Message Center.
2. Click on Inbox on the top toolbar.
3. Select show Preview Pane.

Setting Letterhead Logo:

1. Click on Message Center.

2. Click on Inbox. Manage Preferences.

3. Click on Behavior Pref Tab and click on Reminder/Letter.

4. Click the Header/Footer button.

5. Choose the first Template.

6. Click on the gray name text and move the cursor above all text using the left arrow key on the keyboard and the enter key to add space.

7. Click Import Graphic.

8. Navigate to the M: Drive.

9. Open the folder: DocuVault.

10. Find and click on the folder: Ambulatory Services.

11. Find and click on the folder: !!!AmbulatoryLogos

12. Select the Appropriate Logo and click Open.

13. Click Apply.

14. Repeat for each template:
    Patient Result Letter
    Patient AdHoc Letter
    Provider Letter

15. Click OK when done.

Setting Signature

1. Click on Message Center.
2. Click Inbox in the top toolbar.
3. Click Manage Preferences.
4. Click on the Behavior Prefs Tab and click on Reminder/Letter.
5. Click on Header/Footer.
6. Select the Template. The following steps should be done for both the Patient Result Letter Template and Patient Adhoc Letter Template.
7. Highlight the signature area between Sincerely and CC Providers.
8. Type in your practice name and main practice phone number within this area.
9. Click OK.
10. Repeat for all Patient letter templates. DO NOT DELETE any information on the Provider Letter Template.

Setting InBetween Visit Preferences

1. Click on Message Center on the top tool bar.

2. Click on Inbox on top task bar and select Manage Preferences.

3. Under the Behavior Prefs tab, click on Message.

4. Make sure the box under Encounter
   Creation is UNCHECKED.

5. Select your work locations from the “Ambulatory Locations” list on the left, click Add to add them to the list “I Typically Work At.”
   a. You must enter at least two locations.
   b. If you only work at one location: choose your correct location plus one obscure location.
   c. Only if you work at one location: select the Default Location of your correct location where you work.

6. Click OK.

Task Lists

• Multi Patient Task List

  1. Click on Multi Patient Task List in the top tool bar.
  2. Select Options on the top toolbar, Task List Properties then follow the steps below.
  3. Click on the Time Frames Tab.
  4. Select Generic Time frame.
  5. Change the time frame to a one year interval (ex: From: today’s date, To: 1 year from today).
  6. Click on the Patient List tab, check the box “Choose a Patient List,” and uncheck the box “View Assigned Tasks.”
  7. Under Location filters: click the + next to All Locations then select the facility or facilities that you will be completing tasks for.
  8. Click Save.
  9. Click OK.

• Single Patient Task List

  1. Open a test patient chart (Use patient: Zzzzrevcycle, Amb MR # M1032351).
  2. Click on Task List within the dark Table of Contents Menu.
  3. Click on Options on top toolbar then click on Task List Properties.
  4. Select Generic Time Frame.
  5. Change the time frame to a ten year interval (ex: From: today’s date, To: 10 years from today).
  6. Click OK.
     Note: Single Patient Task List is not set up by location. It will display all tasks on the patient.

• Task Display
  7. Click on Options and select Task Display.
  8. Ensure the following are selected for Chosen Task Types:

  • Ambulatory Care
  • Ambulatory POC
  • Medication

• Click OK.

Fax Favorites

1. Click on Medical Record Request.
2. Click on Device.
3. Find the device: !Fxclinicname. (Select the one with your primary clinic name).
4. A pop up with a PHONE # space appears. Click OK.
5. Right click on the Device name.
6. Select Add to Favorites.
7. Repeat the above steps for the other clinic assigned favorite with the device name: FXRadSchd_clinicabbreviation.
8. When all Device Favorites are added, right click on Device name.
9. Hover over Filter Type and select Favorites.
10. The favorites selected will now display.
11. When selecting a device for faxing: choose FxRadSchd for Radiology Scheduling and !Fx___ to free text the fax number.

Orders and Medication List Settings

• Orders

  1. Navigate to the Table of Contents Menu and select Orders.

  2. Click Customize View on the right.

  3. Add the following to the *Selected columns on the right.
     a. Type
     b. Status
     c. Order Name/Details
     d. Order Comment
     e. Ordering Physician
     f. Start
     g. Stop
     h. Last Updated
     i. Last updated By

  4. Select Sort orders by: Order Name/Details and select the Ascending radio button.

  5. Click OK.

  6. Click on the Order Display drop down, select All Active Orders.

• Medication List

  1. Click the Medication List tab. Click Customize View.

  2. Add the following to the *Selected columns on the right.
     j. Type
     k. Order Name/Details
     l. Order Comment
     m. Ordering Physician
     n. Status
     o. Start
     p. Stop
     q. Last Updated
     r. Last updated By
     s. Compliance Status
     t. Compliance Comments
     u. Last Dose Date/Time

  3. Select Sort orders by: Order Name/Details and select Ascending.

  4. Click OK.

  5. Click the Medication List Display drop down and select All Active Medications.

Invitations Preference Settings

Customize View:

1. Click Invitations on the toolbar.

2. Click Customize View.
   a. The Customize View dialog box opens.

3. From the left Select the columns you want to see box, select the columns you want displayed in the Invitations view.

4. Click Add to move the selected columns to the box on the right.
   a. Select the following columns:
   i. Consumer
   ii. Name
   iii. DOB
   iv. Tracking Status
   v. Recommendation Status
   vi. Date Qualified
   vii. Last Updated
   viii. Responsible Provider
   ix. Phone
   x. Communication Method
   xi. Updated By

5. Select the Program Group(s) by clicking Add.
   a. Select the desired location and click OK.

6. Programs are displayed in the Program Group list based on the selected locations.

7. Select a value for the Invitation Limit. This value determines how many patients are displayed before the More button becomes available and you must click it to move to the next group of patients.
   8. Click OK.

My Experience

1. All clinical staff may change their view using MyExperience as needed. (Ex: May switch your view from Primary Care Nurse to OB/GYN Nurse to view when working with OB population).
   a. Click on My Experience on the toolbar.
   b. Select the correct view. Cardiology MA’s/NA’s should set MyExperience to AMB Cardiology Nurse View.

Revenue Cycle

• Setting Preferences

  1. Click on File on the top toolbar. Select Preferences.
  2. Click on General and enter your Facility using the magnifying glass to search.
  3. Click the arrow next to Patient Tracking on the menu, then click on filters.
  4. Search for your location in the location group field and click on the magnifying glass, when location appears, double click and click Apply in the lower right hand corner.
  5. Under Patient Tracking click on Future Requests, find the location that you will monitor for Patient tracking for new order requests in the queues.
  6. Next, Select Scheduling from the menu.
  7. Set your default location group and location. These will be automatically selected in the Appointments view when scheduling a patient.
  8. Click Apply.
  9. Click on the arrow in front of Scheduling. Complete the following steps for Appointment Requests, Future Appointments and Past Appointments.
  10. Click on Appointment Requests.
  11.  Search for your Location Group using the magnifying glass and select the Location from the drop down.
      Click Apply.
      NOTE: There is a shortcut to the filters on the Future and Past Appointments tabs on the Appointments Patient Perspective.

• Under Scheduling select Standby Requests.

• Use the magnifying glass to search for and select the Standby Requests queue(s) for your location.

• Finally, click OK to finish and save all Preferences.

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