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OTTR SR5 – New Functionality

Learn about the new features added in OTTR.SR5 and how to turn them on and configure them. Explore decorated fields, actions, reports, toolbars, pick lists, patient lists, registry agent workflow configuration, and more.

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OTTR SR5 – New Functionality

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  1. OTTR SR5 – New Functionality Date

  2. OTTR SR5 – New Functionality • New Features • Why they were added and what they are for • How to get a Feature Turned On • How to Configure each Feature

  3. OTTR SR5 – Application Areas • Decorated Fields • Actions • Reports • Toolbars • Pick Lists • Patient Lists • Registry Agent Workflow Configuration

  4. OTTR SR5 – Decorated Fields • Improved Field Recognition of UNOS Requirements “Decorated Fields” • Visible next to specific data fields • Red Star “Required” • Blue Dot “Weighted”

  5. OTTR SR5 – Decorated Fields • Decorated Fields • Configurable on Standard SDF fields • Hard Coded on Core fields • Turned on at time of Upgrade (6-SR5)

  6. OTTR SR5 – Actions • Actions • Right Click functionality • Action comment visible • “Forced Comment” • Action Outcomes • Signature Tab • Repeat Actions

  7. OTTR SR5 – Actions • Action – Right Click Functionallity • Use the right mouse button from a list of actions (patient review window actions section or from a patient list showing actions) to change one or more actions • Turned on at time of Upgrade (6-SR5) • Configuration: • Patient List must have PAT_ACT_ID

  8. OTTR SR5 – Actions • Action Comment Visible • Resolved a limitation that action comments that were stored as progress notes were not visible in the action window

  9. OTTR SR5 – Actions • Actions “Forced Comment” Flag supported • Actions that have “Force Comment” flag turned on now will prompt for a comment • Configuration: • Old configuration that was turned on will start working after upgrade. • New standard configuration uses feature

  10. OTTR SR5 – Actions • Action Outcomes • Results Tab on Action Inspector • Used to Attach Textual results to actions to document specific report that supports finding • No Configuration. Feature is available after 6-SR5 upgrade.

  11. OTTR SR5 – Action Outcomes

  12. OTTR SR5 – Actions • Actions – Signature Tab • Shows details of Signoff By/Date-Time • Used to clean up main actions page

  13. OTTR SR5 – Repeat Actions • Repeat Actions • Actions to Reorder after being marked “Done” • Can be triggered from • Individual Actions • Evaluation Items • Order Sets

  14. OTTR SR5 – Repeat Actions

  15. OTTR SR5 – Repeat Actions

  16. OTTR SR5 – Repeat Actions • Repeat Actions • From Evaluation Items

  17. OTTR SR5 – Repeat Actions • Repeat Actions • Available in 6 SR5 • Configuration • Turn On/Off per Action • Turn On/Off per Evaluation and Order Set • Set as “auto-repeating” per Evaluation and Order Set

  18. OTTR SR5 – Actions • Actions • Questions?

  19. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Spell Check • Comment Type • Progress Notes Revision History • E-mail functionality enhancements

  20. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Spell Check • Automatically On. Requires no configuration.

  21. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Comment Type • Automatically On. • Configuration: Can add choices to drop down.

  22. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Progress Notes Revision History • Revision history shows side by side comparison of revisions made to the note • Automatically On. Requires no configuration.

  23. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Progress Notes E-Mail Functionality • Send Button / Email Reminder Tab • Improved Search for Addresses • Urgent • Needs Acknowledgement • Mark Acknowledged • Patient List: “My Pending Comments List” • Automatically On. Requires no configuration.

  24. Progress Notes

  25. OTTR SR5 – Progress Notes / Comments • Progress Notes / Comments • Questions?

  26. OTTR SR5 – Application Areas • Historical Providers • Allow old providers to be marked as “Historical” • Retained on Chart as a part of record • Not considered “Active” for workflow • Minimal configuration required to use feature.

  27. OTTR SR5 – Application Areas • Reports • Auto Capture • Capture • Send to Fax • Send as Email

  28. Report - Options

  29. Reports - Status

  30. Reports - Preview

  31. Reports – Capture / Send

  32. OTTR SR5 – Application Areas • Reports • Configuration • No Standard configuration required to use feature • Questions?

  33. OTTR SR5 – Application Areas • Toolbars • More Standard Toolbars • Toolbars Targeting Specific • New Evaluations, New Encounters, etc. • Requires configuration push to use new toolbars

  34. OTTR SR5 – Application Areas • Find Panel Improvements • Quick Find window for searching: • Patients • Providers • Medical facilities, • Insurance plans • Patient lists

  35. OTTR SR5 – Application Areas • Find Panel Improvements • Quick Find also displays • 10 most recent accessed patients • Display options are available • Advanced find is still available

  36. OTTR SR5 – Application Areas • Find Panel Improvements • No configuration needed to use feature.

  37. OTTR SR5 – Application Areas • New Standard Review Windows • Updated all solid organ review windows • View side by side donor and recipient HLA and select serology • Able to track transplant phases at a glance • Requires Configuration Push

  38. OTTR SR5 – Application Areas • Tracked Lists

  39. Tracked Lists Explained • Message of the Day • Tracked lists that have more than zero records • Regardless of Options • Lists can be tracked by: • User, Role, Program • User Can track a list for themselves • Admin can mark a list as “tracked” • For a specific user • For a role • For a program

  40. Tracked Lists Explained • Tracked Lists Alert • Logon – Extra “Beep” and panel when user logs on • Email – Email user when list is changed • Pager – Email to pager when list is changed • Notify Options Only in effect for “Alert” Options • Notify on Not Empty • Notify on Change • Email and Pager - Require • OTTR 6sr5 and Calendar D upgrade

  41. OTTR SR5 – Application Areas • Tracked Lists • Configuration • No configuration required to turn feature on. • Questions ?

  42. OTTR SR5 – Application Areas • Evaluation • Auto close Referral when Evaluation is created • Referral gets appropriate end date and reason • Primary Diagnosis • UNOS diagnoses • Selection Committee Tab • Multidisciplinary selection committee meeting • Create / Attach multiple documents

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