2015 user conference electronic transitions of care april 24, 2015 presented by: greg anderson ceo...

2015 User Conference

Electronic Transitions of Care April 24, 2015

Presented by:

Greg AndersonCEO

EHR Workshop 231

2015 Office Practicum User Conference

Agenda

▪ Setting up DIRECT credentials and email addresses

▪ Creating outbound messages,transitions of care, and encounter notes

▪ Receiving inbound messages and transitions of care

▪ Processing inbound transitions of care

▪ Q&A


Setting up DIRECT credentials in OP 14

■ After you complete the identity-proofing process, OP will assign practice-level credentials on our messaging hub

■ Before you can send or receive messages, you must enter these credentials on the Correspondents Form(Utilities → System Admin → e-Correspondents)

■ Scroll to “EMRDirect Secure Messaging”, then enter your Login ID, password, and Login URL

■ Click [Save] (green checkmark), then close the form


Hands On: Setting up DIRECT credentials


Setting up DIRECT addresses in OP 14

■ DIRECT email addresses go in the Address Book below the existing non-secure email address field

■ To send DIRECT messages, you must have a valid DIRECT email in the Address Book

■ DIRECT messages may only be sent to recipients who are listed in your Address Book with a valid DIRECT email address

■ In order to receive DIRECT messages, the sender must match a listing in your Address Book with a valid DIRECT email address that you recognize


DIRECT email address rules in OP 14

■ No sharing! Every provider must have a unique address

■ Nurses and non-clinical users may request addresses, subject to identity-proofing

■ Generic addresses (i.e., “referrals”, “medical-records”) are allowed but discouraged. If used, they must be assigned to a specific individual at any given time.

■ Only one address per user - you cannot be associated with both an individual address and a generic address


Hands On: Setting up DIRECT addresses

1. Open Address Book ( or F4), search for yourself

2. Double-click your name or click (edit pencil)

3. On Edit Address Panel, go to [Address] Tab and enter a valid DIRECT email address in the labeled new field

4. Click , then

5. Repeat steps 1 - 4 for at least one external colleague with whom you exchange patient information


Hands On: Setting up DIRECT addresses

“Publish” determines whether an external provider’s DIRECT address is available on the View/Download/Transmit page of the patient portal. It’s best to get permission from the other party before checking this box.


Sending DIRECT messages from OP 14

■ DIRECT messages are created on the same New Message Form as all other OP messages

■ When you create a message, if you have a valid DIRECT address, then the list of possible recipients in the “To” dropdown will include everyone outside your practice with a valid DIRECT email address

■ New messages may be addressed to a combination of internal and external providers, but external replies only come back to the original sender

■ As with internal messages, DIRECT messages and replies are captured to the patient chart


Sending DIRECT messages from OP 14


Hands On: Send simple DIRECT message

To send a simple DIRECT message without an attachment:

1.Start a new Message ( or F10), pick a test patient

2.Click the “To:” dropdown, scroll to the bottom and find someone whose DIRECT email you entered in the previous exercise

3.Enter a brief Subject and Message

4.Click , wait for delivery confirmation


Sending DIRECT referrals from OP 14

■ Meaningful Use Stage 2 requires that 50% of outbound transitions of care be transmitted electronically with a copy of patient records

■ When you create a new Referral Letter, if you have a DIRECT address then the options at the bottom of the form include a button

■ button creates a CDA (electronic document with patient records) and opens a new Message with the CDA as an attachment

■ You can add your own message and choose anyone in the Address Book with valid DIRECT email address


Hands On: Sending DIRECT referrals

To send a DIRECT message with an attached transition of care:

1.Open Chart ( or F8), pick a test patient

2.Go to Referrals/Trans tab, click to start a new referral. Choose “Referral to a specialist”, set “Referred To:” as someone whose DIRECT email you entered in the previous exercise, enter brief reason for referral (body)

3.Click , wait for new Message to appear

4.“To:” field is populated, and attachment icon is visible. Edit Subject and/or Message as necessary

5.Click , wait for delivery confirmation


Hands On: Sending DIRECT referrals


Other outbound messages in OP 14

■ In addition to Referral Letters, you can also create and send DIRECT messages with CDA attachments from Encounter Summary and Event Chronology

■ Encounter Summary Sheet creates an electronic document for the selected encounter

■ Event Chronology compiles a document for all or a selected subset of records

■ If exactly one encounter (sick or well) is selected, CDA document is encounter-oriented

■ Otherwise CDA document is chart-oriented


Review: Sending from Event Chron


Review: Sending an Encounter Note


Receiving DIRECT messages in OP 14

■ Inbound DIRECT messages from external providers are on a separate tab in the Message Center

■ New unread DIRECT messages turn the Message phone red, with a distinct unread count in the icon

■ DIRECT messages from external providers may be replied to like any other message

■ Unsolicited external DIRECT messages (those which are not in reply to a message you originated) can be associated with a patient chart when appropriate


Hands On: Receiving DIRECT messages

1. Open Schedule Form ( or F7), go to Messages tab

2. Switch to “Unread External” tab, read and respond to any new external messages just as you would handle internal messages

3. If “non-patient message” really does relate to a specific patient, click Choose Patient button in Patient Name column to associate with the appropriate chart


Hands On: Receiving DIRECT messages


Receiving DIRECT referrals in OP 14

■ External DIRECT messages may include attachments

■ Attachments appear in a new column on the right side of the Responses pane

■ When you click on an attachment, it is opened in the correct viewer, based on its type (image, PDF, etc.)

■ Clinical documents open in a special viewer which lets you read the report, then clinically reconcile any information you would like to incorporate back into the patient chart without manual retyping

■ Can associate with patient if not mapped on receipt


Reviewing DIRECT referrals in OP 14


Hands On: Reconcile problem list, step 1

■ Switch to Problem List tab

■ Compare lists side-by-side, then proceed to [Merge>>]



■ Choose which items to add, ignore, retain, or remove

■ Can update Status, Onset Date, Resolved Date, Privacy Level and Sort Order on surviving items during this step

■ When finished, proceed to [Review>>]



■ “Last chance” before committing back to chart

■ When satisfied, press [Submit] button


Hands On: Reconciled problem list (chart)

Can display Source on demand (blank means a record you created in OP)

■ Flip to Chart and confirm intended results


Review: Reconcile medication allergies


Review: Reconcile medications


We want your feedback!

2015 user conference electronic transitions of care april 24, 2015 presented by: greg anderson ceo...

Documents

valid direct address

address book direct

direct addresses

direct credentials

direct email addresses

individual address

address tab

generic address slide