Electronic Medical Records (EMR)

ePrescribing only Training Tasks Workbook

Clinical Today

ePrescribing

Practice Name:

Name: /

Date Started:

Date Completed:

Clinical ImplementationSpecialist: < >

Email Address:

Office Phone: < >

Fax Number:

Workbook Purpose

The purpose of this workbook is to:

  • Test and confirm all Clinical EMR users understanding of features and functionality of each module of Optum Physician EMR
  • Guide the user through the sequential training and gradual adoption process for various modules of Optum Physician EMR

To complete this workbook you may:

  • Print and fill out manually
  • Save to your desktop and enter text
  • Fax or attach to an email or ToDo and send to your Implementation Specialist

Self-Progression Through EMR Training

Follow this process for each EMR training module.

Figure 1-1

Required EMR Pre-recorded Training (Non-Billable)

  1. Complete the pre-recorded training
  2. Complete the EMR Training Tasks Workbook for the session

Optional EMR Instructor Led Web Training (Non-Billable)

Table 1-1

If you . . . / Then . . .
  • Are unable to complete the associated workbook tasks or would like additional training
/
  • Register for the next scheduled instructor led web training session on the same topic. To register go to optum.webex.com and search for EMR live webinars

EMR Training Tasks Workbook

Optional EMR Personalized Training (Billable)

Table 1-2

If you . . . / Then . . .
  • Need additional help and want one-on-one training
/
  • Schedule the one-on-one training with your Clinical Implementation Specialist
NOTE: Personalized trainingadditional and billable to the customer.

Complete the EMR Training Tasks Workbook

  • EMR Experience

Weekly Project Management Meeting

  • In order to meet Client needs, weekly meetings will be determined individually during the introduction with your Implementation Specialist

EMR Training Tasks Workbook

Viewing and Registering for EMR Training Sessions

Table 1-3

If you want to . . . / Then . . .
View EMR Recorded Training Sessions /
  1. Access the Optum Physician EMR Home screen
  2. Click on Help located at the top right corner of the tool bar
  3. Click on Training located in row across top of the tool bar
  4. Click on the Recorded Training link located under the Training Type column
  5. Review the instructions at the top of the screen
  6. Click on EMR Recorded Training Session located in the instructions section at the top of the screen.
  7. Choose the recorded training session you want to view and click on Recorded Training under the Documents and Links column.
  8. Choose either view or download on the Recording Information screen.

View the Schedule for Instructor Led Training Sessions /
  1. Access the Optum Physician EMR Home screen
  2. Click on Help located at the top right corner of the tool bar
  3. Click on Training located at the top left corner of the tool bar
  4. Click on Live “Webinars” link located under the Training Type column
  5. Review the instructions at the top of the screen
  6. Click on Webinar Schedule under the Webinar Schedule and Registration section located in the Training Webinars section at the top of the screen.
(This allows you to view our monthly training class schedule).
Register for Instructor Led Training Sessions /
  1. Enter optum.webex.com in your internet browser address bar
  2. Click on TrainingCenter located at the top of the tool bar
  3. Click on the Upcoming tab at the top, this brings you to the Live Sessions screen
  4. Choose the training session you want to view and click on Register to the right of the page
  5. Review the training information for that session and enter your information in the appropriate boxes located in the Registration Information section
NOTE: Duration of classes vary so please note and plan accordingly (Monday through Friday series are generally 1-2 hours, Tuesday and Thursday Block Training are 2-3 hours each.

EMR Training Tasks Workbook

  • Complete the following questions after listening to the Recorded Training Session or after participating in an Instructor Led Training Session to document your competency in each of the training modules.
  • Sign into your Optum Physician EMR Database using a TEST Patient, or sign into the Mayflower Training Database.

NOTE: If you are going to use your live database please discuss the needed actions with your clinical implementation specialist before proceeding because you do not want to create billable encounters for training.

Name of database you are using:

Clinical Today

Date of Recorded or Instructor Led Training Session:

  1. Set up anEncounter (operator) Batch with a provider and resource in the training database selected that brings you to Clinical Today each time you open CareTracker.

Completed

Reset the Encounter Batch to “select a provider, resource and location” so that ALL providers, resources and locations are visible on the Clinical Today screen.

  1. Change the view on the Clinical Todayscreen to show a different Resource and Appt. Date. (hint-filter)

Completed

  1. Check In a patient & Transfer the same patient to a specific exam room.
  • Name of Patient Room
  1. Open a patient Health RecordfromClinical Todayand open an Encounter, change the Encounter to a Non Visit Type.

Completed

  1. A Visit type Encounter will require a signed Progress Note and Visit Capture? True / False
  2. Where can Open Encounters needing to be addressed be located?
  3. What actions needs to be taken to complete an Open Encounter?
  4. Cancel an appointment from the schedule on Clinical Today. (hint-click on Time)

Completed

  1. Send a To Do for the checked in patient with an attachment to yourself; type your company name in the body of the To Do; and send one to someone else. Completed
  2. Use Check Out to view Patient ToDo(s).Completed
  3. Perform a Visit Capture for the patient from the Clinical Today module.

Patient Name: , CPT Code: , ICD9 Code:

What background color did the patient on Clinical Today change to after completing this?

Completed

  1. Review Quick Tasks for Documents (if any are being scanned at this point) requiring a provider signature and commit these to the patient’s record.

Completed

13. Ask someone from your office who is live on PM to send you a ToDo; access it in the ToDo Quick Tasksand send it back to the sender.

Completed

What questions do you have about Clinical Today for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting>

______

User Signature / DateImplementation Specialist / Date

ePrescribing

Date of Pre-Recorded or Instructor Led Web Training Session:

1.Check the encounter form for the eRx G code and ensure that the Claims Manager for G codes is activated in the Administrative Module.

Completed

2.Review Chart Summaryon the Health History Pane:

  • Set Filter to All;

Completed

  • Change the View to two Column or Chronological;

Completed

  • Set the Default to include a component and save the default, change it back to include All.
  • Which item can you not uncheck? ;

Completed

3.Go toProblem List on the Health History Pane and add two problems to your test patient.

  • Write in the Patient Name: ;
  • Enter the 1st Diagnosis, Acute Status, with Onset Date;
  • Enter the 2nd Diagnosis, Inactive Status (& then view on Inactive Filter);

4.Go toMedications on the Health History Pane and manually add in three medications for the same patient:

  • Enter the 1st Medication <name of med>
  • Enter the 2nd Medication (make this med inactive) <name of med>
  • Enter the 3rd Medication as routed containing the letters “epi” <name of med>

5. Review Helpfor steps to obtain medication history from the patient’s Pharmacy Benefit Manager (cannot perform this in a training database. Refer to screen shot on next page).

ePrescribing

Figure 1-2.

Answer the following:

  1. Patient medication history is available if the patient was on the schedule for a visit today when the automatic check is performed overnight. True / False

2.Five items are required by RX Hub in order to pull a patient’s RX history.

They are: (Check 5)

Patient’s DOB

Full address

Patient ethnicity

Set patient’s consent to ‘yes’

Patient language

Select a PCP or referring provider

Accurate insurance

3. Patient medication history can be manually obtained clicking as many times as necessary, using the Request Medication History button in the Medication Health History Pane. True / False

ePrescribing

4.Print one of the three Patient Medication lists and submit with your workbook.

Completed

5.Go to Allergies on theHealth History Pane andadd in two allergies for the test patient identified above:

  • Add No Known Allergies
  • Enter an allergy to aspirin with a reaction of “other” and add a note to document the type of reaction, once completed – inactivate allergy

Completed

6.Launch the Prescription Writer icon on the Clinical Toolbar, and create a new encounter, using type = New Rx

  • Add five new prescriptions under your test patient.
  • Use medications you would normally prescribe and save both the Med and the Sig to your favorites list.
  • Change action to record on one Medication
  • Enter a sample given to the patient and log
  • Manufacturer
  • Lot Number
  • Number Dispensed
  • Expiration Date
  • When all are saved on the screen list, click remove for each one

Name of Medication / Complete Sig / Direction Information
1.
2.
3.
4.
5.
  1. Order medication # 1 from your Favorites list and Addthis medication with a different Sig:
  • Save this 2nd Sig as a favorite.
  • Save and print this as a prescription.
  • Enter the 2nd Sig assigned to the med
  1. Order the same medication again from the Favoriteslist and Add this medication with a 3rdSig that you create by editing the 2ndSig from the drop down in the Sig text box.
  • Save this 3rd Sig as a favorite
  • Enter the 3rd self edited Sig assigned to the med: .
  1. Open your Favorites list and:
  • Sort the list to be alphabetical
  • The first medication on top of the list now is:

10. Set your Provider Screening Severity Level to 2(major) Suppress precautionary Screening. Observe how the screening information presented has changed when you now go and write a new Prescription.

Completed

Miscellaneous ePrescribing Questions

  1. How many new prescriptions do you need to send to Surescripts before you will receive refills?
  2. You must complete refills within hours, over 3 consecutive months, and maintain a 90% average or you risk having Surescripts deactivate your account.
  3. What menu/area do you go to in order to copy the Favorite list from one physician to another? (Hint: Administration>Clinical> . . .)
  4. How do you write a prescription for a patient who calls in and who is not on the schedule?
  5. What type of encounter should you choose to complete question # 4?
  6. How would you manage a renewal request for a patient that comes in while you are covering for another provider in your practice?
  7. Explain the two ways you can obtain Medication History and have it added to the patient’s medical record? (Hint:One is manual and the other is automatic)
  8. What are the two locations that Savedprescriptions, when created through the Rx Writerbe found? (Hint: one is a dashboard & other is part of medical record) and
  9. OnceElectronic Refills are received where will they be listed?
  1. If the Renewal is for a Schedule 2 Narcotic that you want to refill, what steps do you need to take with the electronic refill request? . How would you create the prescription?
  2. Where will a failed RX transmission appear?
  3. If a patient has a preferred pharmacy entered and the doctor also has favorite pharmacies entered, which pharmacies will display in the drop down list for the prescription writer?
  4. If you have a clinician in your office creating and saving scripts for you to approve and send to the pharmacy where will you find these saved scripts?

What questions do you have about ePrescribing for your Implementation Specialist? <Please list for discussion in your scheduled weekly meeting>

______

User Signature / DateImplementation Specialist / Date

4/15/2012