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Add a New User

Add a New User. Learning Objectives. Identify various data components that are required when setting up a new user Determine when the Clinical Application Coordinator (CAC) will need to initiate the new user process for staff members

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Add a New User

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  1. Add a New User

  2. Learning Objectives • Identify various data components that are required when setting up a new user • Determine when the Clinical Application Coordinator (CAC) will need to initiate the new user process for staff members • Examine the various keys and user classes that the new user may be assigned according to credentials • Demonstrate the steps used in establishing an electronic signature for the new user • Demonstrate the typical new user setup by performing the new user script

  3. Adding a New User • User must be entered into Resource and Patient Management System (RPMS) by appropriate individuals

  4. After Entered as a User • How to Add a Provider • How to Add Other Users (Nurses, etc.) • Key Allocation (Order Keys) • Electronic Signature Code

  5. Providers • Use Menu: Add/Edit Providers • PROVIDER key is given by the Add/Edit Providers function • Authorized to Write meds field set to Yes • Need the DEA# for narcotics • Sites need to make sure they have their institution DEA# stored in the Institution file

  6. Provider Electronic Health Record (EHR) Ordering Key • ORD (Order Entry Configuration Menu) • KEY (Key Management) • Allocate Order Entry/Results Reporting (OE/RR) security keys • Providers need the ORES key • Do not give people more than one ordering key

  7. Provider Text Integration Utility (TIU) User Class • TIU Maintenance Menu • User Class Management • List Membership by User • Enter User Name • Add class Corresponding to Role • e.g. Assign the Nurse Practitioner to the Nurse Practitioner Class • Need to ensure all types of providers are subclasses of the User Class Provider (see next slide) • Set start date back a couple of days • Do not enter a termination date

  8. Patient Care Component (PCC) Keys for Providers • Providers using EHR need some or all of the BGOZ keys, except BGOZ View Only • BIZ keys – for Immunization Package • BIZMENU, BIZ EDIT PATIENTS • BIZ MANAGER may be needed if the provider is the immunization coordinator • BATZMENU – for Asthma package • LRLAB, LRVERIFY – to use POC labs • GMRA –User, GMRA – Clinic – to enter Adverse Reactions

  9. User Class

  10. Other Users • Nurses need ordering key (ORELSE)ORELSE • Pharmacists may need to be entered as both a CPS (ORES key) and RPh (ORELSE key)- i.e. Two separate profiles • All users need an appropriate TIU User class

  11. Visit Parameters for Other Users • BGO Keys given as necessary • Visit parameters

  12. BGO Keys • BGO Keys control access to the EHR Graphical User Interface (GUI) PCC Components • BGO Components • Problem List • Current Procedural Terminology (CPT) Pick List • Reproductive History • Asthma • Purpose of Visit • Super Bill • BGOZ – Do not assign the BGOZ View Only if assigning other BGOZ keys!

  13. Additional Keys • GMRA-USER – Anyone who enters allergies • GMRA-VERIFIER – Pharmacists or Allergy Package Owner • BEHOZMENU – EHR Configuration Menu for CACs and Co-CACs • CIAV COMPOSE and CIAV DESIGN – for VueCentric template building • TIUZHIS and TIUZMGR – for Chief, Management Information System (MIS), and CACs

  14. Applies to All Users • Electronic Signature Code Used to sign Notes and Orders

  15. Electronic Signature • User must set this up • User’s Toolbox - (TBOX in RPMS) • Electronic Signature code edit • Title will appear on notes and orders • Phone numbers will also appear • Signature code can be any characters 6-20, but must be entered in upper case

  16. Clear Electronic Signature Code • User forgets signature code – This may happen a lot • Information Technology (IT)/CAC can clear it out, but they cannot “read” it since it’s encoded • Recommended that CAC have menu: Clear Electronic signature code [XUSESIG CLEAR] • The user must create a new signature code

  17. Summary • Create new user in RPMS • If user is a Provider, use Add/Edit Provider Menu to complete provider setup • Add to appropriate TIU USER Class • Assign Order Key if Appropriate • Assign Other Keys as appropriate • User Creates Electronic Signature

  18. Issues • User can’t add or edit problem list, POV, CPT • BGO keys have not been assigned, or • BGO View Only key has been assigned • User doesn’t see the signature box • User hasn’t created electronic signature code

  19. Issues • User cannot see the proper EHR VueCentric template • Check to see if in correct TIU user class • User can’t sign orders • Check for Computerized Patient Record System (CPRS) Order key • User can’t write narcotics order • Make sure DEA# has been entered

  20. Questions and Discussion

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