Trainer Update

November 27, 2015

Agenda• Project training resource changes• Operational Training User Group - Lori• Peer supporter training - Lori• Manager / MOH training – Lori• Training database update - Lori• Client Immunization Record Report Changes - Lori• Setting Preferred Language - Julie• Closing / Cancelling or Deleting Mass Immunization Events

- Julie• Update QRC 4.2 Inventory – Creating a Requisition - Julie• Create Client Process - Lori • Roundtable

Project Training Resource Changes• Gwen Gillan – new trainer for First Nations deployment• Julie Hesketh – last day March 31, 2016

• Operational support role, not project coordinator• Helena Wall – November 30, 2015 last day• Lori Holuk Siddall – December 31, 2015 last day• Arielle Goldman Smith – available until February 1, 2016• Joan Wheatley-Bissoon and Ruth Deane – transitioning to

Clinical Analyst Panorama Support Unit operational role as of January 1, 2016

All Panorama questions / requests after December 31, 2015 must go through the Manitoba eHealth Service Desk.

Operational Training User Group• Membership• Chair – Panorama Support Team Clinical Analyst• Two (up to three) Panorama trainers from each of the five

health regions • Pending discussions with regional managers

• First Nations Training Representative(s), First Nations Health and Social Secretariat of Manitoba / FNIHB

• Policy Analyst (Vaccine Supply), Public Health, Manitoba Health, Healthy Living and Seniors

• Organizational leaders to decide who representatives are by January 2016

• Being presented by November 30

Operational Training User Group• Responsibilities

To understand the Panorama training materials update process Reviews requests for large scale change to Panorama training

materials and make decisions on behalf of their organization regarding training materials and process changes

Tests new versions of training materials To consult with organizational Panorama training colleagues as

required on operational training processes and materials Communicate training material and process changes to all

trainers within their organization Be a champion for consistent use of Panorama and realization of

its benefits within their respective organizations• First Training User Group meeting – tentative February

2016

Peer supporter training• Scheduled for November 30 and

December 3• If peer supporters are unable to attend

training on these two days, trained peer supporters to provide the training

Manager / MOH training• WRHA• Decision - managers not receiving access to Panorama.• High level orientation provided to managers Nov 2015• MOH training planned – January 2016

• Rural• Recommended agendas and list of tools for both MOH

and Manager training to be provided to regional leaders November 30• Immunization and Inventory navigation – regional trainer

responsibility• Reports training – Panorama team responsibility

Training Database • Training database now matches Production

• Permission role changes• Manager – now has “Add Historical”• Epi_analyst - all aggregate surveillance reports• Epi_Admin – additional permission role for some users

• Trainers will receive MOH role access in Panorama to see the reports

• Reports • For viewing data fields• Data not adequate for generating reports

• Items in Training that do not match Production• Postal codes are not linked to SDLs• Organizations / SDL / Holding Points changes • Some vaccine inventory catalogue items

Client Immunization Record Report• Available in both French and English

defaults to print in English• Providers should ask clients if they prefer hard

copy in English or French • Extra step is required when generating the Client

Immunization Record After you click the Profile Report button, a new Reports

Filters page will show.  

Client Immunization Record Report• The Language field will default to ‘Client’s

preferred language’. Choose French or English as requested by the client and click Generate Report.

• QRC 5.3 has been modified to reflect these changes

Inventory – Creating a Requisition QRC 4.2

• When creating a vaccine requisition, do not choose: Mass Requisitions Backordered

•  Next Scheduled (defaulted) and Urgent are the two options that are most often used

Panorama: Inventory – Creating a Requisition

Select theInventory tab

(top nav)

Select Inventory Replenishment

(L nav)

Select Manage Requisitions

(L nav)

Select Product Requisitions

(L nav)

The Manage

Requisitions: Search

page appears

Click CREATE REQUISITION

Enter a Holding Point name in the Ship To

Holding Point

Click the Refresh hyperlink

The page will auto-populate several fields(e.g. Ship To,

Bill To, Requestor)

For Urgent Delivery: select a Reason,

Requested date and a Comment.

Click SAVE REQUISITION

A yellow bar displays at the top

of the page: Requisition successfully saved Note

requisition ID number

Click ADD CATALOGUE

ITEMS

The Catalogue Item

Information: Search page

appears

Click ADD CATALOGUE

ITEMS

Click SEARCH

All catalogue items related to

that Holding Point appear

Click the Checkbox for

each Catalogue item to be added to the Requisition

Order

Enter the Requisition

Quantity to be ordered for each

item

Click SAVE REQUISITION

Click SAVE REQUISITION

The Manage

Requisitions: Create

New Requisition

page appears

The selected catalogue

items appear in the

Requisition Item

Summary View

Click all the check boxes for the

catalogue items to be ordered

A warning dialog box

appears stating “Only

selected will be

submitted...”

Click OK

A Requisition successfully submitted

message appears in the yellow banner

A Requisition successfully

saved message

appears in the yellow banner

Click SUBMIT REQUISITION

Select Required Delivery: Next

Scheduled (default), Other Future Date,

*Pick-Up or *Urgent(*see points to

remember)

Add Ship To Instructions

and Comments as

required

Panorama: Inventory – Creating a Requisition

QRC 4.2

Panorama: Inventory – Creating a Requisition

Points to Remember:•Urgent Requisitions require a reason and a comment•If the order is urgent or the order will be picked up, phone the Materials Distribution Agency (MDA) warehouse at 204-948-1333 or Toll-Free 1-855-683-3306. •DO NOT choose: Back-ordered or Mass Immunization as Required Delivery. Doing so will trigger the MB Health authorization process and delay your requisition

Panorama: Inventory – Creating a Requisition

QRC 4.2

Create Client Process• Only clients who are not Manitoba residents and who

will not become a Manitoba resident can be created in

• The Panorama user is required to complete a Request to Create Client in Panorama form and sent it via approved organizational process for Personal Health Information to the organizational Peer Supporter

• Outside of the Panorama Support Unit staff, the Peer Supporter is the only role that will be creating new

• No PHIN, so these records will not be viewable in eChart

Roundtable• PMH

• Flu clinic – trained data entry staff to help with flu clinics• Brandon – organizations need to be updated• New PH staff starting – upcoming training • Casual PHNs – decided will be training these staff• Merge process? Clinical analysts are working on a process for merge. Will be

communicated in the near future. • SH-SS

• Boundary Trails – delayed entry for flu clinics, one on one training to replace Stacey; trouble with access for a new Manitoba eHealth account

• Steinbach – 61 community flu clinics into Panorama, both direct entry and delayed entry, used the client upload sheet (important not to use the client upload sheet because it causes problems)

• IERHA• No concerns

• NRHA• WRHA

Roundtable• IERHA

• No concerns• NRHA

• Will be closing flu clinics in PAN• Multiple dates with mass imms events• MOH and Caroline reviewing the surveillance reports• Occ Health nurse staff for the region will be a user• New staff – January 2016

• WRHA• Data entry clerks entering data are ahead of previous years• MOH training in January• New PHN training in January• Clerks used Panorama directly at clinics if internet connection

was available.