EpicCare Ambulatory Administration 400 - KLR
Terms in this set (75)
Procedure Master File
place an order
document that a procedure was performed
trigger charges if necessary
lab, imaging, procedure, referral, immunization
The box of details in which an end user sees the default details for an order, and can change most of them before signing the order
A hyperlink to the Order Composer that summarizes some of the order's details
The fields that appear in the Order Composer
Pre-populated value in a field
Buttons located to the right of a field
The subset of values made available for an item (example: allowed specimen sources and allowed frequencies).
Additional Order Details hyperlink
A hyperlink used to make more display items appear
A field that is required or recommended
1. Procedure record (most specific)
2. Procedure category record to which the procedure is linked
3. System Definitions
For procedures that request that something should be done
This has been done, but not charged
Procedure records used to bill for a prodedure, service. or supply, and typically imported from a third-party vendor
Generic form linked from brand name medication
Medications that have exceptions to the normal order composer details, so uses free text instead
values on a category list that can be assigned to a patient chart through various means.
process of delivering the necessary information (a report) about an order to the appropriate people (destination). It can also change info about an order such as the priority, or perform an action such as displaying a blue flag on an appointment slot in the schedule activity.
the term used for each item in an order record
lab, medication, procedure
routine, int/ext referral, clinic collected, lab collect
blood, urine, saliva
When you place an order, what is created?
Details like order type are stored in the order record. For order transmittal, what term is used for that?
Can an order's properties affect what order transmittal does with the order?
more than one property to evaluate in a condition statement i.e. order type and order class and specimen type
Then Statement = Directives
Action when if statement is met:
executes an extension record after the order is signed. This action does not change the order record. Ex. blue color flag
changes a property value in the order record after the user signs an order
ex. test priority changed based on time day; controlled drug always prints
Used to send information regarding the order to a destination. The destination in the rule is generic, such as a label printer instead of EMC FM label printer 2.
a. Normal: regularly repeated or once in a lifetime; ex. pap smear
b. Seasonal: regularly repeated and based on time of year; ex. flu shot
c. Sequential: series must be fulfilled; ex. Hep B shot
Frequency: how often; ex. 1 year, 3 months, 6 months
Prior time: used to calculate when HM will be due soon and when prior action is taken; ex. 2 weeks, 1 month
Post time: used to calculate when HM will be overdue and when follow-up action is taken; ex. 1 month, 2 weeks
Letters, phone calls, and MyChart
Completing procedures, diagnoses, and results
Seen by patients and end users
Defines patient population
Patient criteria defined by linked BPA criteria records, or HM modifiers.
Ex. age, sex, and either
Seen by End users
Specifies which report will be sent.
Specifies destination descriptor text. Detination is generic, not specific.
When printing, the count determines how many copies to generate.
Order Transmittal Group (OTG)
collection of workstations
To determine how to transmit the order, Order Transmittal consults information in a record of which master file?
Can more than one property be evaluated in a condition statement?
When this happens in a rule, what is this called?
Yes. Nested conditions.
If the condition statement in a rule matches the properties of the order, what happens?
Follows the directive statement
Can conditions have multiple directives?
When a condition has multiple directives, does Order Transmittal process them simultaneously?
What are the rule hierarchy levels from specific to general?
workstation, OTG, department, location, service area, facility
Catches orders that do not get handled properly by order transmittal.
Why are rules linked to different levels in the hierarchy?
Universal ordering workflows should be set up in one rule record linked to the facility. Then ordering workflows that are exceptions can be defined in rule records linked to more specific entities in the hierarchy (for example departments).
Translate the generic destination which are records in the Destination Descriptor master file (LOD) to
the specific destination which are records in the Workstation master file (LWS)
the process by which a generic destination is resolved, or translated, into a specific destination for this order.
Why are maps linked to different levels in the hierarchy?
To resolve the destinations for pools and printers, the majority of destination maps are commonly set up at the department and OTG levels.
Other destinations such as interfaces are mapped in a facility-level map because they are shared by the entire organization.
A record containing one or more sets of instructions that include conditions (IF) which evaluate order properties and directives (THEN). Three types of directives: do, set, and send.
Each generic destination is represented by a destination descriptor record.
created when each order is placed; stores properties like order class, order type, medication status, order priority
Actual destinations are represented by workstation records.
types: pool, printer, interface, workstation
Preference lists for medications and procedures
more intuitive - similar to order composer
set up default values that override default values in medication and procedure setup in the background
Used to send results messages to the desired recipients. The messages go to the Results folder of In Basket.
include extension records such as "encounter provider is resident", procedure category, and procedure
In a row, the logic used is "AND"
In Basket Recipients
A pool (registry)
Something else, such as PCP
Results routing starts by evaluating row 1 first. If no match is found, it continues looking in order of the row number until all conditions of a row are matched by the result. When it matches, it follows the directive (In Basket Recipients)
Routing Hierarchy levels
Provider (authorizing provider's record)
Department (encounter or primary)
How does Results Routing Scheme work?
Results routing checks the authorizing provider's provider record to see if it's linked to a result routing scheme record. If a scheme is specified in the provider record, results routing consults that results routing scheme record.
If a scheme is not listed at the provider level, results routing needs to determine what department record to check for scheme. To determine, it checks the Results Routing Department field of the authorizing provider's provider record.
After the department is determined, results routing checks that department record for a results routing scheme.
If no results routing scheme is defined at any of the specific levels, resutls routing uses the scheme linked to System Definitions.
Order Composer Configuration (OCC)
Where linked: medication, procedure, procedure category, system def
Used to define 1) display items 2) summary sentence items, and 3) fields that will be required or recommended (controlled items)
Secondary set of display items that appears when the Additional Order Details hyperlink in the Order Composer is clicked is set up in OCC records with a context of "Additional Outpatient Order Details."
Where linked: Medication, procedure, procedure category
Each question is set up as an order-specific type of question record.
When there are procedure and procedure category level questions, the administrator can choose whether both levels of questions will appear or if only the procedure's questions will appear.
Can be restricted by patient age and sex
Built only in hyperspace; IMM questions are built in Clinical Admin
Procedure Category (EDP)
Where linked: Procedure
Created to assist administrators with efficiently setting up values that apply to groups (categories) of procedures. Many things can be set up in procedure record or procedure category record.
Result Component (LRR)
Where linked: Procedure
If a procedure is linked to result component records, the components appear by default in the Enter/Edit Results activity.
In result component record, specify a high/low reference range. Also set up a base name.
Where linked: Procedure
To fulfill the ordering and administration workflow, an immunization record must be linked to a procedure record.
If an immunization-related default is set up in the immunization and procedure records, the value in the procedure take precedence.
If an immunization record is linked to a health maintenance topic record, documentation of a patient-reported immunization satisfies overdue HM.
Where are Frequency and Dose display items set up?
Outpatient Order Defaults screen
Where is Route display item set up?
Rx Order Setup
Outpatient Order Composer Button Selections can set up buttons for which display items?
Frequency, Route, Class, Priority
Where is Dose item button set up? Why?
Outpatient Order Defaults screen - suggested doses; Each button is a combination of two values: dose strength and units, which is not allowed for in the tic-tac-toe screen.
Where is Default Refill set up?
Outpatient Defaults By Age screen
The simplified dose unit (like mg) that is ordered - helps clinician
The unit in which the drug is measured when giving it to the patient (tabs, caps, mL, etc.) - helps patient
The unit in which the pharmacy measures the amount of medication dispensed - helps pharmacist
instructions that the administrator types directly in a medication record; useful for instructions that only apply to one or two medications
Are HM topic records released or activated?
Where can patient communication preference be set up?
Demographics activity, patient preferences activity (Cadence), or custom registration forms
In the Procedure or Procedure Category records, where can you link to one or more result components?
On the Lab and Result Entry Information screen, under Standard Components
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