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How to view/edit your Encounter Template How to add/remove items from the Diagnosis List

How to view/edit your Encounter Template How to add/remove items from the Diagnosis List How to add/remove items from the Procedure List How to add/remove items from the Other Therapies List How to remove items from the Orders List

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How to view/edit your Encounter Template How to add/remove items from the Diagnosis List

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  1. How to view/edityour Encounter Template How to add/remove items from the Diagnosis List How to add/remove items from the Procedure List How to add/remove items from the Other Therapies List How to remove items from the Orders List How to Add a HCPCS code to an Encounter Template Order Set How to add items to an Order Set Add a Lab to an Order Set Add a Rad to an Order Set Add a Med to an Order Set Save/Update changes to the Order Set created above A/P Warning How to select a new AIM formfor an Encounter Template Responsibilities of Template Champion Template Champion Users Guide (ver 1.0)Created by Steve Steffensen, MD; LT, MC, USN; NHP AHLTA Physician ChampionEdited by NavMedWest/NavMedEast Regional AHLTA Clinical Champions Click at any time to return to this page  Prepared by: Steve Steffensen (LT MC USN)

  2. Navy Hospital Pensacola How to view/edityour Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  3. Navy Hospital Pensacola Step 1: Basic start page How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  4. Navy Hospital Pensacola Step 2: Open the “Tools” menu and select “Template Management” How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  5. Navy Hospital Pensacola Step 3: Click on “Search” in the top menu. How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  6. Navy Hospital Pensacola How to View/Edit your Encounter Template Step 4: Select “MTF” or “Clinic” in the “Owner Type” drop menu. Prepared by: Steve Steffensen (LT MC USN)

  7. Navy Hospital Pensacola How to View/Edit your Encounter Template Step 5: The “Owners” should default to your facility/clinic, “NH Pensacola FL” as the MTF in this example (see arrow). Click the “Search” button. Prepared by: Steve Steffensen (LT MC USN)

  8. Step 5: The “Owners” should default to your facility/clinic, “Bremerton Family Pract” as the Clinic in this example (see arrow). Click the “Search” button.

  9. Navy Hospital Pensacola You should see a list of all Encounter Templates for the selected facility/clinic How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  10. Navy Hospital Pensacola Step 6: Select the template you wish to view/edit and click “View/Edit” How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  11. Navy Hospital Pensacola You are now in the “Template Details” tab. This is the area where you edit most of your template details. How to View/Edit your Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  12. How to EditDiagnoses, Procedures,Other Therapies, and Orders

  13. Edit Diagnoses List • Load Template Details (click here for tutorial) • Add Diagnoses (by ICD9 or text search) • Remove Diagnoses • Reorder the list of Diagnoses Always remember to “Save” template after making changes. Navy Hospital Pensacola Prepared by: Steve Steffensen (LT MC USN)

  14. Edit Procedures List • Load Template Details (click here for tutorial) • Add Procedures (by CPT or text search) • Remove Procedures • Reorder the list of Procedures Always remember to “Save” template after making changes. Navy Hospital Pensacola Prepared by: Steve Steffensen (LT MC USN)

  15. Edit Other Therapies List • Load Template Details (click here for tutorial) • Add Other Therapies (by text search) • Remove Other Therapies • Reorder the list of Other Therapies Always remember to “Save” template after making changes. Navy Hospital Pensacola Prepared by: Steve Steffensen (LT MC USN)

  16. Edit Orders List • Load Template Details (click here for tutorial) • You Cannot “Add” orders here… • Click here for tutorial on adding orders. • Can only “Remove” Orders • Cannot reorder list of orders. Always remember to “Save” template after making changes. Navy Hospital Pensacola Prepared by: Steve Steffensen (LT MC USN)

  17. How to Add Ordersto your Encounter Template Order Set

  18. Navy Hospital Pensacola Step 1: Basic start page How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  19. Navy Hospital Pensacola Step 2: Open any patient encounter by double clicking patient name. This can be any patient. The example is using a test patient in AHLTA. Of note, please do NOT use a patient with the last name of “Test” (there are real patients with that last name). How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  20. Navy Hospital Pensacola Step 3: Open the “A/P” section of the note. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  21. Navy Hospital Pensacola Step 4: Click on the tab that contains the order you wish to add. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  22. Navy Hospital Pensacola Add a Lab to an Order Set Prepared by: Steve Steffensen (LT MC USN)

  23. Navy Hospital Pensacola Type the name of the lab you wish to add making comments where appropriate. Then click “Save to Queue” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  24. Navy Hospital Pensacola As you save orders to the “Queue” you will see them listed in the upper right (see arrow above). How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  25. Navy Hospital Pensacola Add a Rad to an Order Set Prepared by: Steve Steffensen (LT MC USN)

  26. Navy Hospital Pensacola Type the name of the rad order you wish to add making default clinical impression. Then click “Save to Queue” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  27. Navy Hospital Pensacola As you save orders to the “Queue” you will see them listed in the upper right (see arrow above). How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  28. Navy Hospital Pensacola Add a Med to an Order Set Prepared by: Steve Steffensen (LT MC USN)

  29. Navy Hospital Pensacola Type the name of the med order you wish to add making default SIG, DISP, Refills. Then click “Save to Queue” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  30. Navy Hospital Pensacola As you save orders to the “Queue” you will see them listed in the upper right (see arrow above). How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  31. Navy Hospital Pensacola How to save the updated Order Setin the Encounter Template Prepared by: Steve Steffensen (LT MC USN)

  32. Navy Hospital Pensacola After adding all orders you want to the Queue area (click here for demo), Click the “Order Sets” tab. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  33. Navy Hospital Pensacola Make sure all orders that you wish to add to your Order Set are marked as “Select” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  34. Navy Hospital Pensacola Then, click “Save as Order Set” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  35. Navy Hospital Pensacola Select “MTF” or “Clinic” in the drop list. Then find/open the appropriate folder (PENSACOLA (NH PENSACOLA FL) in this example). See arrow above. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  36. Navy Hospital Pensacola Select the template name to add these orders to…in this case: “Abdominal Pain”. Then click on “Save” How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  37. Navy Hospital Pensacola Click “Add To”…this will add the orders you have selected to the existing template. Do not click “Replace” unless your intent is to replace the entire template. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  38. Navy Hospital Pensacola When you finish and try to close… you will get the following “A/P Warning”. Click “Yes”…this will ensure you do not accidentally order items for this patient. How to add orders to your Encounter Template Order Set Prepared by: Steve Steffensen (LT MC USN)

  39. Navy Hospital Pensacola How to Add a HCPCS code to an Order Set Prepared by: Steve Steffensen (LT MC USN)

  40. Navy Hospital Pensacola Step 1: Basic start page How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  41. Navy Hospital Pensacola Step 2: Open any patient encounter by double clicking patient name. This can be any patient. The example is using a test patient in AHLTA. Please do not use or select patients with the last name of “Test”. There are real patients in the system with that last name. How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  42. Navy Hospital Pensacola Step 3: Open the “A/P” section of the note. How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  43. Navy Hospital Pensacola Step 4: Click on the “Procedure” tab How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  44. Navy Hospital Pensacola Step 5: Select the HCPCS button (see circle above). Step 6: Find HCPCS code (using text or actual code) How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  45. Navy Hospital Pensacola Note: HCPCS code is in upper right. Step 7: Click “Add to Encounter” Step 8: Click “Close” How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  46. Navy Hospital Pensacola Step 9: Click “Yes” on A/P Warning How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  47. Navy Hospital Pensacola Step 10: Click “Save As Template” How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  48. Navy Hospital Pensacola Step 11: Click “Save” Note: HCPCS code is in Procedure List How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  49. Navy Hospital Pensacola Step 12: Select “MTF” or “Clinic” in the drop list. Step 13: Open the desired folder, “Pensacola” in this example. How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

  50. Navy Hospital Pensacola Step 14: Select the Encounter Template you wish to add to. In this example, the “GYN General” template. Then click “Save” How to add HCPCS codes to your Order Set Prepared by: Steve Steffensen (LT MC USN)

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