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Reminder Dialogs. Introduction. Reminder Dialogs allow a user to resolve the reminder by entering data into the progress note and PCC Saves a step and user does not need to do any typing Dialogs can be turned into templates to be used on the notes tab. Introduction.
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Introduction • Reminder Dialogs allow a user to resolve the reminder by entering data into the progress note and PCC • Saves a step and user does not need to do any typing • Dialogs can be turned into templates to be used on the notes tab
Introduction • Dialogs are usually a resolution to a reminder – i.e. documentation of a diabetic foot exam • However, they may be used to enter PCC data even if there isn’t a reminder, as in patient education
What is a dialog? • Way to record data in PCC and in progress note • Looks like TIU template
What is a dialog? • One click can open up other choices • Can use check boxes or radio buttons • As the user opens up a box, data goes into the progress note and/or PCC
What is a dialog? • Prompts for comments can be added • Health factor of PREVIOUS SMOKER was added to PCC • Progress note is being created
What is a dialog? • Education topics can be addressed • Prompt for level of understanding
What is a dialog? • When finished is clicked, the data is inserted into the progress note • The data that went to PCC is visible at the bottom
PCC Data Data went to PCC and is on the wellness tab
3 ways to get a dialog • Import one through Reminder Exchange • Auto-generate one after a reminder is created • Create one from scratch making each piece
Dialog Menus • Start out on the main Reminder Manager Menu • Menu is DM Reminder Dialog Management
Only 2 options • Dialog Parameters • Reminder Dialogs
DI- Reminder Dialogs • Opens up to the reminders View • Use CV to see the other items
Dialog Pieces Choose from: P prompt E dialog element R reminder dialog F forced value G dialog group S result group T result element • These are the building blocks of the dialog • Prompts are the smallest piece • Prompts go on elements • Elements go into dialogs or they can go into groups • Groups go in dialogs
D for dialogs Always check for where you are Check Status Is it linked? AD for adding
Clean it up – • Delete items not needed • Edit what it says in the progress note • Add new elements if desired • Auto-generate does NOT make any groups. It does make the elements • You can choose to re-make the dialog and put the elements into groups if desired
Display text and progress note text • These two can be different • The display text is what the person entering the note sees • Example: DIALOG/PROGRESS NOTE TEXT: Alcohol Screening - Enter results of the CAGE test ALTERNATE PROGRESS NOTE TEXT: CAGE test scores
Reminder Exchange Dialogs • Dialogs entered through reminder exchange are inactive • If the reminder has been added to the EHR, this message will appear
Activate the dialog • In RPMS, go to the list of dialogs • Choose the one you wish to edit
Review the dialog • Choose ED to edit the dialog
Edit the Dialog • NAME: IHS-TOBACCO SCREEN// • DISABLE: DISABLED IN EXCHANGE Replace @ • SURE YOU WANT TO DELETE? Y (Yes) • CLASS: LOCAL// • SPONSOR: • REVIEW DATE: • SOURCE REMINDER: TOBACCO TEST// • Select SEQUENCE: 20//
Edit a Dialog Element • You can edit a dialog element by choosing the number from the dialog screen • Choices are • E Edit dialog • C Copy and replace • D Delete element
Make a dialog from Scratch • What do you need? • Write it on paper first • Work from the bottom up, prompts, elements, groups, dialog
Dialog to Make • Dialog closed
Groups Open Up • Group contains Elements
Fully Expanded • Dialog after creation • Groups • Elements • Education Topics • Order • Prompts
Prompts – the smallest level • Those that start with PXRM come with reminders. • All others are build from those • A prompt must be attached to an element AND the comments prompt must also be included
Prompts • Select DIALOG to add: SIDE EFFECTS • Are you adding 'SIDE EFFECTS' as a new REMINDER DIALOG (the 79TH)? No// Y • Prompt NAME: SIDE EFFECTS// • DISABLE Prompt: • CLASS: L LOCAL • SPONSOR: • REVIEW DATE: • PROMPT CAPTION: Side Effects • EXCLUDE FROM PROGRESS NOTE: • DEFAULT VALUE: • Select CHECKBOX SEQUENCE:
Elements – Where the work happens • Naming Conventions • ED Education topics • HF Health Factors • EX Exams • IM Immunizations • OI Orderables • HD or TX for text only or headers
Elements – without PCC Data • Select DIALOG to add: HD HTN TAKING MEDS Are you adding 'HD HTN TAKING MEDS' as a new REMINDER DIALOG (the 80TH)? No// • DISABLE: • CLASS: L LOCAL • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: Not doing PCC Data • ORDERABLE ITEM: • FINDING ITEM: Not doing PCC Data
Elements – No PCC • DIALOG/PROGRESS NOTE TEXT: • Is patient taking medications as directed? • ALTERNATE PROGRESS NOTE TEXT: • Patient’s medication compliance • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX: • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE:
Elements – Add Prompts • Select SEQUENCE: 1 ADDITIONAL PROMPT/FORCED VALUE: SIDE EFFECTS prompt LOCAL ...OK? Yes// (Yes) • OVERRIDE PROMPT CAPTION: • START NEW LINE: 1 YES • EXCLUDE FROM PN TEXT: • REQUIRED: • Select SEQUENCE: 10 ADDITIONAL PROMPT/FORCES VALUE: PXRM COMMENTS OK? Yes// Need this one for local prompts to appear
Element – Education Topic • Select DIALOG to add: ED HTN MEDICATIONS • Are you adding ‘ED HTN MEDICATIONS' as a new REMINDER DIALOG (the 83TH)? No// YNAME: ED HTN MEDICATIONS// • DISABLE: • CLASS: L • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: DONE AT ENCOUNTER
Element – Education Topic • ORDERABLE ITEM: • FINDING ITEM: ED.HTN-MHTN-MEDICATIONS HTN-MEDICATIONS HTN-M ...OK? Yes// • DIALOG/PROGRESS NOTE TEXT: • The patient is able to verbally summarize their medication regimen • and the importance of compliance with therapy. • Edit? NO// • ALTERNATE PROGRESS NOTE TEXT: • No existing text • Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX:
Element – Education Topic • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE: 1 ADDITIONAL PROMPT/FORCED VALUE: PXRM LEVEL 1 PXRM LEVEL OF SEVERITY prompt NATIONAL 2 PXRM LEVEL OF UNDERSTANDING prompt NATIONAL CHOOSE 1-2: 2 PXRM LEVEL OF UNDERSTANDING prompt NATIONAL OVERRIDE PROMPT CAPTION: START NEW LINE: 1 YES EXCLUDE FROM PN TEXT: REQUIRED: 1 YES • Select SEQUENCE: 10 ADDITIONAL PROMPT/FORCED VALUE: PXRM COMMENT// OVERRIDE PROMPT CAPTION: PXRM COMMENT// START NEW LINE: Y YES EXCLUDE FROM PN TEXT: REQUIRED:
Element - Order • Select DIALOG to add: OI HYPERTENSIVE MEDS Are you adding 'OI HYPERTENSIVE MEDS' as a new REMINDER DIALOG (the 84TH)? No// • DISABLE: • CLASS: LOCAL// • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: ORDERED ...OK? Yes// Y (Yes) • ORDERABLE ITEM: • FINDING ITEM: Q.PSOZM HYPER PSOZM HYPERTENSION MEDS • ...OK? Yes//
Element - Order • DIALOG/PROGRESS NOTE TEXT: • Check to order or change medications Edit? NO// • ALTERNATE PROGRESS NOTE TEXT: • Medication change ordered Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX: • Select ADDITIONAL FINDINGS: • RESULT GROUP/ELEMENT: • Select SEQUENCE: Input your edit comments. Edit? NO//
Group – Makes it prettier • A group allows you to put several elements together. Groups can be hidden until clicked so they act like templates • Users may select 1 or more items in the group
Group • Select Item: Quit// AD Add • Select DIALOG to add: GRP HTN LIFESTYLE CHANGES • Are you adding 'GRP HTN LIFESTYLE CHANGES' as • a new REMINDER DIALOG (the 97TH)? No// Y • NAME: GRP HTN LIFESTYLE CHANGES Replace • DISABLE: • CLASS: L
Groups • SPONSOR: • REVIEW DATE: • RESOLUTION TYPE: Would apply • ORDERABLE ITEM: to entire group • FINDING ITEM: • GROUP CAPTION: • PUT A BOX AROUND THE GROUP: y
Group • SHARE COMMON PROMPTS: 0 • 1 yes • 0 no • MULTIPLE SELECTION: 2 • 0 NO SELECTION REQUIRED • 1 ONE SELECTION ONLY • 2 ONE OR MORE SELECTIONS • 3 NONE OR ONE SELECTION • HIDE/SHOW GROUP: H
Groups • GROUP HEADER DIALOG TEXT: Check to document lifestyle changes discussed with patient Edit? NO// • GROUP HEADER ALTERNATE P/N TEXT: The following lifestyle changes were discussed with the patient/family: Edit? NO// • EXCLUDE FROM PROGRESS NOTE: • SUPPRESS CHECKBOX: If you want it mandatory or for headers • NUMBER OF INDENTS: 2
Groups • INDENT PROGRESS NOTE TEXT:y • Select ADDITIONAL FINDINGS: • Select SEQUENCE: 1 • DIALOG ELEMENT: ED HTN-WEIGHT CONTROL dialog element LOCAL ...OK? Yes// EXCLUDE FROM PN TEXT: • Select SEQUENCE: 2 ……Continue to add elements to the group
Dialog – The upper level • The dialog is now ready to be created • Dialog can be made up of elements and/or groups
Dialog • Select Item: Quit// AD Add Reminder Dialog • GENERATE DIALOG AUTOMATICALLY: Y// NO • Select DIALOG to add: HTN INTERVENTION Are you adding 'HTN INTERVENTION' as a new REMINDER DIALOG (the 98TH)? No// y • NAME: HTN INTERVENTION • DISABLE: • CLASS: l LOCAL • SPONSOR:
Dialog • REVIEW DATE: • SOURCE REMINDER: HTN INTERVENTION LOCAL • Select SEQUENCE: • Can enter the sequence number for what you want on the dialog OR