Efficient Flowsheet Management: Physicians Guide

1. PowerChart eKiDs Physician Tips and Tricks

2. Access Tips for Physicians • Turning Off “Units of Measure” on the Flowsheet • Changing Flowsheet Defaults • Changing Flowsheet Search Criteria • Customizing Existing Order Profile

3. Units of Measure Turning On and Off

4. Units of Measure • You can set your flowsheet to display numerical result data with the units of measure. With Units of Measure Without Units of Measure

5. Flowsheet Options Flowsheet Display Options – Units of Measure You can choose to turn ‘Off’ the units of measure from displaying on resulted values within your Flowsheets, making it easer to read the numerical data for resulted orders. Steps to Change Flowsheet Display – Units of Measure Step 1: From within any selected Flowsheet, select ‘Options’ from the main menu Step 2: Select the ‘Properties’ option from the menu. Step 3: Click the Display tab, Deselect “Units of Measure”. Step 4: Click ‘Save’ will keep this setting for future results reviewing, and ‘OK’ will only apply the changes to the current conversation. Now, the Units of Measure for the results do not display within the Flowsheet. • Follow the same steps to reactivate display; Select the “Units of Measure” checkbox.

6. Units of Measure

7. Changing Flowsheet Defaults

8. Flowsheet Default Options • You can select from several different options to retrieve and display results. • If you have a preference, you can save that as your default or simply change it when you want to retrieve results.

9. Default Retrieval Types

10. Result Retrieval Types • Clinical Range – Enter a From and To date range. • Posting Range – Displays all results that were posted during a certain time span. • Result Count – Displays the number of results defined with in the “Default Result Box”. • New – Retrieves new results that you have not viewed before until the displayed results are bookmarked. • Admission to Current – Retrieves all results since the admission to the current date.

11. Setting Expanded Folder Default Click on the All Documents or Summary Documents tab Click on Documents option from the Menu Select the Options from the drop down menu Select the Index Defaults tab Select the Expand History checkbox Select the Load First Document in First Expanded Folder checkbox

12. Setting Expanded Folder Default (continued) • Select the Load First Document in First Expanded Folder checkbox • Select the document type you would like to display expanded from the All Document Types pane. • Click the right arrow (>) to move your selection to the Default Expandable Folders pane. • Click OK to save your selection(s). The next time you open the tab, your selected preferences are in effect. • Important Notes: • You must set this preference for both the Summary and All Documents tab. • You may select as many document types as your would like to default expanded. • If you have selected the wrong document type, repeat steps; select instead the left arrow (<) to move the selection back to the All Documents pane.

13. Flowsheet Default Options Steps to change Retrieval Type defaults: Step 1: From within any selected Flowsheet, select ‘Options’ and then ‘Properties’ from the toolbar menu. Step 2: From the Defaults tab, select the desired Retrieval Type Step 3: ‘Save’ will keep this setting for future results reviewing, and ‘OK’ will only apply the changes to the current conversation.

14. Flowsheet Result Color Defaults • The default colors can be adjusted to set each result level display in a different color. • This makes it easier to quickly spot certain result levels such as Critical, Abnormal or Positive. • For instance, if you want Critical results to display in Redand the Positive results to display in Purpleyou can customize the properties of your flowsheet display.

15. Changing Flowsheet Result Colors Steps to change Flowsheets Result Colors: • Select Options from the main menu • Click Properties from the Options menu • Select the Display tab • Click the Result Level to change i.e., Critical to activate the color selection palette • Click OK to confirm the color change • Click Save on the Flowsheet Properties screen. • Repeat steps 4 & 5 to change another result level.

16. Changing Flowsheet Search Criteria

17. Changing Search Criteria • You can change your search criteria anytime you are in a flowsheet display. • To quickly change the Search Criteria while you are in the flowsheet, right click on the blue information bar and select the Change Search Criteria option.

18. Editing the Search Criteria • You can select the Result Lookup radio button to define the search criteria method. • If you select the Set to Today option, the result lookup changes to the Clinical Range for the current date.

19. Customizing Existing Orders Profile View

20. Existing Orders Profile • The Existing Orders Profile displays a listing orders for a selected patient. • You can change the way existing orders are displayed for the patient by selecting a particular view type and then applying filters to that type. • You can use either pre-set “quick filter" or select the option to customize your view.

21. Using Quick Filters There are several pre-set filter options available to choose from. You can filter the orders you view by a clinical category, an order status or date range criteria by selecting the pre-set filter from the Advanced Filter selection window.

22. Quick Filter Selection • From within the Advanced Filters window, click the drop-down menu beside Display. • Select a pre-set filter that meets your criteria. • Click Save or Apply as applicable. • You can also choose a Quick filter from the Existing Orders Profile screen. You will notice that additional filters have been added to the Quick Filter selection window. To use a pre-set filter, complete the following steps:

23. Adding Custom Filters • Custom Filters allow you can change the way existing orders are displayed for the selected patient. • You can select a specific view type and then further customize the view by selecting statues, date ranges and occurrences to display. You can choose to Apply the setting to the current viewing session or Save to retain this custom setting when you access eKiDs PowerChart again.

24. Create a Custom Filter Steps to create a Custom Filter : • Select the ‘New’ button within the Advanced Filterswindow. Your display area will turn yellow, and allow you to free-text type in the name of your custom filter. • Select the desired active and inactive order statuses by checking the applicable checkboxes. • Choose Applyif you want the changes made to apply only for this patient record while it is opened. To make the changes permanent, click on the Save option. • Your Custom Filter can now be selected to display the selected information within the patient’s chart.

25. Additional Customization Features The Customizing View option located on the far right of the Existing Orders Profile. When selected you can use additional features to define the view that works best for your needs. • Add and remove columns to the existing order profile. • Assign the Sort Order to ascending, descending or by other methods such as status or details. • Group existing orders primary and secondary identifiers such as encounter, clinical category or date.