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Introduction to Patient Lists

Introduction to Patient Lists. A Self-Study Presentation. Revised July 2013. Course Objectives & Content. Upon completion of this course, the user will be able to: Illustrate the components of Patient Lists Create Patient Lists Manage Patient Lists Content

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Introduction to Patient Lists

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  1. Introduction toPatient Lists A Self-Study Presentation Revised July 2013

  2. Course Objectives & Content Upon completion of this course, the user will be able to: Illustrate the components of Patient Lists Create Patient Lists Manage Patient Lists Content Lesson 1: Components of Patient Lists Lesson 2: Building Location Patient Lists Lesson 3: Building Location Group Patient Lists Lesson 4: Building Custom Patient Lists Lesson 5: Managing Patient Lists

  3. Introduction to Patient Lists • Using Patient Lists in PowerChart will help you to easily organize and access large amounts of patient data. • Once you define the criteria for your Patient List (all patients on TCU, for example), the system matches all of the patients that meet the criteria and adds them to the list.

  4. Lesson 1: Accessing Patient Lists To access Patient Lists from within the Organizer in eKiDs PowerChart, click on the Patient List Tab.

  5. Lesson 1: Accessing Patient Lists (Cont’d) The Patient List Tab is accessible from any location within PowerChart Organizer.

  6. Lesson 1:Components of Patient Lists The Organizer contains several components that are used for Patient Lists. Menu Command Tool Bar Organizer Toolbar Patient List Toolbar

  7. Lesson 1: Components of Patient Lists:Menu Command Toolbar Many of the same commands that are listed as options on the PowerChart Organizer Toolbar are accessible from the Menu Command Toolbar. While working in Patient Lists, we will primarily use the Patient List Menu.

  8. Lesson 1: Components of Patient Lists:Organizer Toolbar The icons listed below are those used for managing and working in Patient Lists. Patient List – When within the Patient’s Chart, the Patient List option switches the screen to the Organizer (Patient List) view. Patient Access List- Serves as an online worklist for clinicians to identify and complete tasks. Multi-Patient Task List – Displays tasks for multiple patients based on a common criterion. Med Code Sheet – Provides a link to the Med Code Sheet on KDnet Nursing Policies – Provides a link to the Nursing Policies on KDnet.

  9. Lesson 1: Components of Patient Lists:Organizer Toolbar (cont’d) Suspend Application – Suspends, but does not close the application. Exit – Closes the patient chart. If the PowerChart Organizer is not open, this icon will allow you to exit the application Clinical Calculator – Launches the clinical calculator application, which provides values for various clinical formulas. PM Conversation - Displays a menu that lists site-defined admission, transfer, or discharge (ATD) actions you can initiate from the Organizer. This option is not used at CHKD at this time.

  10. Lesson 1: Components of Patient Lists:Patient List Toolbar Patient List Toolbar buttons offer the same functionality as clicking on the Patient List Menu. The options presented on the toolbar, just as in the Patient List menu, depend on your security level privileges and the patient that you have selected. Opens List Maintenance and allows you to manage existing or create new Patient Lists. Opens the Customize Patient List Properties window. Opens the Patient Search window and allows you to add a Patient to your Patient List. Removes a Patient from your Patient List. Selects all Patients on the Patient List. Clears all selections Copy

  11. Lesson 1: Patient List Tab The Patient List Tab is where you will find all of your active Patient Lists. If you have not created any Patient Lists, or if this is the first time you logged on, no Patient Lists will display.

  12. Lesson 2: Building Location Patient Lists Understanding Location Patient Lists When you build a Location Patient List, you designate a specific location such as a nursing unit or a pod. All patients Currently located in that unit are listed. You cannot manually add or remove patients to or from a Location List, since all entries on the Patient List are system- generated.

  13. Once you have selected List Maintenance, you will be presented with the Modify Patient List Window. Choose New to create a New Patient List. Lesson 2: Building Location Patient Lists To begin building a Patient List, open the Modify Patients Lists dialog box by selecting List Maintenance from the Patient List Menu.

  14. Lesson 2: Building Location Patient Lists The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

  15. Lesson 2: Building Location Patient Lists In this example, we will create a Location Patient List.

  16. Lesson 2: Building Location Patient Lists In the Location Patient List window, begin specifying the Locations that you want included in your patient list by double-clicking on the Location Folder.

  17. Lesson 2: Building Location Patient Lists Click the ‘+’ sign beside Children’s Hospital of The King’s Daughters to see all facility locations.

  18. Lesson 2: Building Location Patient Lists Click the ‘+’ sign beside Children’s Hospital of The King’s Daughters to see all locations within the CHKD building.

  19. Lesson 2: Building Location Patient Lists Scroll down until you find the correct location for the Patient List that you are building. Select it by clicking on it. If there are several locations that you want included, select all of them.

  20. Lesson 2: Building Location Patient Lists The system will automatically create a name for the Patient List based on the locations that you have chosen. If you wish to change the name of the Patient List, enter the name in the Name box.

  21. Lesson 2: Building Location Patient Lists Click on the Discharged Criteria filtering category. Select the option button, “Only display patients that have not been discharged.” Choosing this option will ensure that your patient list displays only patients who have not been discharged from the selected location.

  22. Lesson 2: Building Location Patient Lists While in the Modify Patient List Window, move the list to the Active Lists box by clicking on the new Patient List in the Available Lists box and clicking the right arrow.

  23. Lesson 2: Building Location Patient Lists Click OK to save changes and view the Patient List.

  24. Lesson 3:Building Location Group Patient Lists Understanding Location Patient Lists When you build a Location Group Patient List, you designate a specific Nursing Unit. All patients currently located in that unit are listed. You cannot manually add or remove patients to or from a Location List, since all entries on the Patient List are system-generated.

  25. Lesson 3:Building Location Group Patient Lists To begin building a Location Group Patient List, click on the wrench icon or select List Maintenance from the Patient List menu.

  26. Once you have selected List Maintenance, you will be presented with the Modify Patient List Window. Choose New to create a New Patient List. Lesson 3: Building Location Group Patient Lists

  27. Lesson 3: Building Location Group Patient Lists The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

  28. Lesson 3: Building Location Group Patient Lists To begin creating a Location Group Patient List, select Location from the Patient List type window.

  29. Lesson 3: Building Patient Lists Begin specifying the Location Group that you want to select for your Patient List by double-clicking the Locations Groups folder.

  30. Lesson 3: Building Patient Lists Choose the Locations Groups that you want used on your Patient List by putting a checkmark in the box beside the correct locations (i.e., 7C, 8B)

  31. Lesson 3: Building Patient Lists The system will automatically create a name for the Patient List based on the Location Group that you have chosen. If you wish to change the name of the Patient List, enter the name in the Name box.

  32. Lesson 3: Building Patient Lists Click on the Discharged Criteria filtering category. Select the option button, “Only display patients that have not been discharged.” Choosing this option will ensure that your patient list displays only patients who have not been discharged from the selected location.

  33. Lesson 3: Building Patient Lists Move the list to the Active Lists box by highlighting the List in the Available Lists box and clicking the right arrow located in the center of the screen.

  34. Lesson 3: Building Patient Lists After the list is in the Active Lists, click the OK button.

  35. Lesson 3: Building Patient Lists Click OK to save changes and return to the Patient List.

  36. Building Custom Patient Lists Understanding Custom Patient Lists When a Custom list is used, patient entries are not generated automatically. You must manually enter the patients you want on the list. A custom list will display only to the person that created it. In Custom Lists, you can add or remove patients as needed.

  37. Lesson 4:Building Custom Patient Lists To begin building a Patient List, open the Modify Patients Lists dialog box by selecting List Maintenance from the Patient List Menu OR by clicking the List Maintenance icon from the Patient List menu.

  38. Once you have selected List Maintenance, the Modify Patient List Window will open. Choose New to create a New Patient List. Lesson 4: Building Custom Patient Lists

  39. Lesson 4: Building Custom Patient Lists The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

  40. Lesson 4: Building Custom Patient Lists For our example, let’s choose Custom. Click Next to proceed to the next screen.

  41. Lesson 4: Building Custom Patient Lists Choose the applicable filtering options that you want included for your Patient List by choosing the Filtering Categories on the left and then marking the applicable Filtering Options on the right. It is important to remember that if you choose any filtering options, the patients that you add to a list must meet the criteria or they will not be displayed on the Patient List (i.e. if you select a Location Filter of 7C and then add a patient who is not in unit 7C, the patient will not be displayed on your Patient List). Filtering Categories Filtering Options It is not a requirement to add filters to your Custom Patient List.

  42. Lesson 4: Building Custom Patient Lists The system will not automatically generate a name for your Custom Patient List. You must enter a name into the name field.

  43. Lesson 4: Building Custom Patient Lists Move the list to the Active Lists column by clicking the new Patient List in the Available Lists column and then clicking the right arrow.

  44. Lesson 4: Building Custom Patient Lists Click OK to save changes and return to the Patient List. *Remember: Custom Patient Lists do not automatically populate with patients. You must manually add or delete patients to the list for it to be populated.

  45. Lesson 5: Maintaining Patient Lists Once you have created your Patient List, you may find it necessary to add single patients, copy patients from other lists, remove single patients, and delete lists. At this point, you can only add / remove patients to Custom Patient Lists. Since all other lists are system-maintained, patients will be added to and removed from these lists automatically.

  46. Lesson 5:Maintaining Patient Lists: Adding Patients to Custom Patient Lists To add a single patient to an existing Custom Patient List, select the appropriate Patient List tab on the Organizer. Choose Add Patient from the Patient Lists menu. You can also add a patient by clicking on the add Patient icon in the toolbar.

  47. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists The Patient Search Dialog Box will open. Enter the appropriate search criteria to find the patient that you want to add. After clicking Search, select the Patient’s name and correct encounter and click OK.

  48. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists If you have not previously established a relationship with the patient (and it is possible that you can have more than one relationship such as Attending Physician and Admitting Physician), you will be prompted to do so.

  49. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists The Patient is now added to the Patient List.

  50. Lesson 5: Maintaining Patient Lists: Deleting Patients from Custom Patient Lists To delete patients from an existing Patient list, first select the Patient List that includes the Patient that you want to delete by clicking on it. Then, select the Patient’s name by clicking on it.

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