2014 workflows v51

2014 Workflows 2014
GE | @GE Healthcare 2014
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TABLE OF CONTENTS – NEW 2014 Workflows (EMR 9.8; CPS 12; MU 2014)
TABLE OF CONTENTS – NEW 2014 Workflows (EMR 9.8; CPS 12; MU 2014) .......................................................................................................1
General Setup/Workflow Changes...................................................................................................................................................................3
Workflow1A:Office Visit –ComputerizedPhysicianOrderEntry(CPOE) –(Stage 1 Core Measure 1 (medications);Stage 2Core Measure 1
(medications, labs,imaging)............................................................................................................................................................................5
Workflow #2A: Office Visit – Using new FH/SHform for Family History- (Stage 2 Menu Measure 4) ....................................................................7
Workflow #3A: Office Visit –Risk Factors for Smoking Status/History(Stage 1 Core Measure 9; Stage 2 Core measure 5)......................................8
Workflow #4A: Documenting TRANSFER IN (Stage 1 Core Measure 13; Stage 2 Core Measure 15).......................................................................9
Workflow #4B: Office Visit – Reconciling Medications (and Problems and Allergies) (Stage 1 Menu Measure 7, Stage 2 Core Measure 14) ..........10
Workflow #5A: Office Visit – Producing a Clinic Visit Summaryfor the Patient(Stage 1 Core Measure 8, Stage 2 Core Measure 8,) .....................12
Workflow#5B: Office Visit –DocumentingTransferOUT& Producinga CCDA to sendOUT (Stage 1 Menu Measure 7, Stage 2 Core Measure 15)
....................................................................................................................................................................................................................14
Workflow #6A: Office Visit – Ordering and Giving Vaccinations (Stage 1 Menu Measure 8, Stage 2 Core Measure 16)........................................16
Workflow #6B: Office Visit – Ordering and giving medications in the office (Stage 1 Core Measure 1, Stage 2 Core Measure 1) ..........................18
Workflow #7: Office Visit – Documenting a CARE PLAN...................................................................................................................................19
Workflow#8: Office Visit –Usingthe INFObutton(producingpatientspecificeducationmaterial) (Stage1Menu Measure 5, Stage 2 Core
Measure 13).................................................................................................................................................................................................20
Workflow #9: Producing Patient Reminders (Stage 1 Menu Measure 4, Stage 2 Core Measure 11) ....................................................................21
Workflow #10: Office Visit – Documenting Vital Signs (Stage 1 Core Measure 8, Stage 2 Core Measure 4) .........................................................22
Workflow #11: Office Visit – Using Clinical Decision Support (Stage 1 Core Measure 10, Stage 2 Core Measure 6)..............................................23
Workflow #12: Imaging Result in the EHR (Stage 2 Menu Measure 3) ....................................................................Error! Bookmark not defined.
APPENDIX ....................................................................................................................................................................................................24
9 Clinical Quality Measures (CQR Release 1 2014).................................................................................................Error! Bookmark not defined.
Additional Clinical Quality Measures (CQR Release 2 )...........................................................................................Error! Bookmark not defined.

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Appendix #1 – Medication Administration form .............................................................................................................................................26
Appendix #2 – Family History using FH-SH-CCC form.......................................................................................................................................37
Appendix #3 – Social History using the FH-SH-CCC form..................................................................................................................................40
Appendix #4B – Reconciliation Form..............................................................................................................................................................42
Appendix 5A - CCDA Functionality & Workflows(Clinic Visit Summary)............................................................................................................44
Appendix 5B - CCDA Functionality & Workflows (Produce a CCDA for a transition of care – out)........................................................................47
Appendix #6A – Immunization Form..............................................................................................................................................................49
Appendix #7 – Care Plan Form.......................................................................................................................................................................63
Appendix #8 – New User Fields......................................................................................................................................................................67
Appendix #9 – New Orders Setup ..................................................................................................................................................................68
Appendix #10 – New Service Provider Fields...................................................................................................................................................69

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General Setup/Workflow Changes
 The User Table has newfieldsforeachEPas well asCredentialingforMAs) (see Appendix8)
1. EP (yes/no)
2. Incentive Program
3. CurrentStage
4. ReportingYear
5. Attested
6. LicensedorCredentialed(whatstate andyear)
 Privilege/SecurityChanges
1. ALERTS/FLAGS= Hide flags/alertssenttootherusers
2. CHART = AccessClinical DecisionSupport
3. CHART = ExportSummaryDocuments (NeededforCCDA)
4. CHART = ExportUnsignedChartData (NeededforCCDA)
5. CLINICALINQUIRIES/REPORTS=Export Patients
6. CLINICALINQUIRIES/REPORTS=PrintRemindersforpatients
7. COMMON EVENT MODEL = Monitoring
8. COMMON EVENT MODEL = SubscriptionModification
9. LINKLOGIC/
10. REGISTRATION = Change PatientSpecificAccessRights
11. REGISTRATION = ModifyFirstVisitDate
12. SETUP = Change clinical reportsettings
 The CCDA isusedin several waysof MU2014
1. Core Measure 8 (CVS) – Stage 1 supplypatientswithsummaryw/i 3days
a) For BOTH stage 1 & stage 2 (2014) you MUST NO LONGER USE THE HANDOUT PATIENTINSTRUCTIONSORCLNICALVISIT
SUMMARY – the CCDA isusednowfor the CVS

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2. The CCDA iswhat isusedwhenreceivingaclinical summaryfromanotherprovideraswell asgeneratingaclinical summary
whenreferringtoa provider
3. The CCDA isusedto transferclinical informationaboutthe patienttoClinicalQualityReporting(CQR) forclinical dataabout
PQRI,Meaningful Use,etc.

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Workflow 1A: Office Visit – Computerized Physician Order Entry (CPOE) – (Stage 1 Core Measure 1
(medications);Stage 2 Core Measure 1 (medications,labs,imaging)
Key Considerations
 2014 Rulesnowcountmedicationsgiveninthe office aspartof thismeasure of CPOEfor medications. The CCC-Basic(new) Medication
Administrationformnowallowsfordocumentationinsuch away tocount for thismeasure.
 Changesto MedicationAdministrationnowconstitute aCLINICALLISTCHANGE inthe applicationandtherefore createsaclinical listlock
whenupdatedandnotsigned
 AnyNON-DRUGitemthat iscategorizedasso on the medicationlistisNOTcountedinthismeasure
 NewData MEL Symbolshave beenadded
WorkflowSteps
Front
Desk
Clinical
Staff
Provider Task CPS Steps
X X OrderLabs and Imagingthroughthe
OrderModule
1. The authorizingprovidermustbe anEP. The user
enteringthe ordermust be licensedorcertifiedtodo
so.
X Printing/Sendingprescriptions 2. Newcategoryfieldinthe NewMedicationscreenmust
be set to Drug onthe dropdownlist. EP must be in
AuthorizedByfield.
a. Newprescribingmethodof Pending
Approval addedallowsforEPto reviewand
print/sendprescriptionif enteredbyanon-
EP
X X DocumentIn-OfficeMedication
Administrations
3. Open/Use the new MedicationAdministrationform in
an update. See Appendix #1

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Configuration
 SetupOrdersat CATEGORY or CODE level asa Lab or ImagingOrder(Appendix9)
 Configure usersinSetup/Administrationtoindicate whichare EligibleProfessionals,EP’sreportingstage andyear,andwhichusersare
LicensedorCredentialed
 Buildandupdate Administered MedicationscustomlistsinSettings/Administrationmodule

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Workflow #2A: Office Visit – Using new FH/SH form for Family History- (Stage 2 MenuMeasure 4)
Key Considerations
 The followingmustbe done bythe provider: The EPcan participate incollecting,documenting,orviewingthe familyhistory. The EPmust
signthe office visitnote(s).
 For any returningpatientafterupgrade,previousfamilyhistorywill appearandbe available,butnewfirstdegreerelative specificFamily
Historywill be required.
 Changesto FamilyHistory now constitute a CLINICAL LIST CHANGE inthe applicationand therefore createsa clinical list lock when
updated and not signed
WorkflowSteps
Front
Desk
Clinical
Staff
X X Capturingfirstdegree relative
specificfamilyhistory –(FH-SH-CCC
Form)
1. FH-SH-CCCFormhas beenupdatedinthisversion.
Form nowrequirescapture of firstdegree relatives.
b. For detailsonusingnewFH-SH-CCCform
referto Appendix2
X Make changesto patientcompleted
forms– (PatientLink,WebForms,
etc.)
2. Anyformsthat the patientcompletes ontheirown
(eitherpaperorelectronic) canbe changedtoreflect
new opportunity forfirstdegree relatives.
Configuration
 Update all forms thatare givento patientsforcompletingafamilyhistory. Thisincludespaperformsandelectronicforms(i.e.
PatientLink,WebForms,etc.)
 Allowforadditional timetocapture firstdegree relative specific familyhistory duringappointments
 Use the FH-SH-CCCformto capture this – CCC 8.3.8 textfiles include SNOMEDCodes forFamilyPractice specialtybydefault. If your
practice usesany otherspecialtyCCCcontentyoumustupdate the SNOMED codesforthat specialty. Use thiswebsiteforSNOMED
codes:http://www.nlm.nih.gov/research/umls/Snomed/snomed_main.html

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Workflow #3A: Office Visit –Risk Factors for Smoking Status/History (Stage 1 Core Measure 9; Stage 2 Core
measure 5)
Key Considerations
 The followingmustbe done bythe provider: The EPmay participate inthe collection,documentation,orreview of apatient’sHealthRisk
Factors (includingsmoking)
 The measure captures data forpatientsage 13 and up
WorkflowSteps
Front
Desk
Clinical
Staff
X X DocumentingPatient’sSmoking
Status
1. Valuesare available fordocumentingapatient’s
smokingstatusonthe FH-SH-CCCform. Fordetailson
usingthe updatedformreferto Appendix 3
X Make changesto patientcompleted
forms– (PatientLink,WebForms,
etc.)
2. Anyformsthat the patientcompletes ontheirown
(eitherpaperorelectronic) shouldbe changedto
reflectnew opportunity forsmokingstatusoptions.
Configuration
 Update all forms thatare giventopatient’sforcompletingasmokingstatus/history

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Workflow #4A: Documenting TRANSFER IN (Stage 1 Core Measure 13; Stage 2 Core Measure 15)
Key Considerations
 The office visitdocumentationmustbe signedbyEP
 TransferIN meansthat a patient’scare has beentransitioned intoyourpractice fromanothersetting,orreferredtoyourpractice.
 See Workflow4Bfor workflowinstructionsonreconcilingpatientinformationreceivedfromthe referringprovider
 See Appendix4Bfor step-by-stepinstructionsonreconcilingpatientinformationreceivedfromthe referringprovider
WorkflowSteps
Front
Desk
Clinical
Staff
X X Identifyapatientasbeingtransferred
IN to your practice (havingbeen
referredtoyourpractice from
outside of yourorganization)
1. Whenstartinga NEW DOCUMENT a check box is
available todenote thatthe patientisbeing
TRANSFERREDIN forthe purpose of thisvisit
documentation.
X X 2. If not done so yetduringthe start of the encounter,
whenENDINGAN UPDATE a checkbox is available to
denote thatthe patientisbeingTRANSFERREDIN for
the purpose of thisvisitdocumentation.
Configuration
 Make sure all staff understandthe definitionof TRANSFERIN patient/visit
 ScreenShotsof TOC CheckBox

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Workflow #4B: Office Visit – Reconciling Medications (and Problems and Allergies) (Stage 1 Menu
Measure 7, Stage 2 Core Measure 14)
Go back to TransferIn Workflow
Key Considerations
 The office visitdocumentationmustbe signedbyEP
 If no CCDA documentationisreceived,then skipsteps1and2 of thisworkflow
 The reconciliationformisaWEB BasedHTML formthat cannot be editedatthistime,noris itrequiredforuse in2014 MU measures. If
usedto reconcile medicationsthe formwill checkthe box MEDS REVIEWwhichis the data that qualifiesformeetingthismeasure.
 Whenusingthe Reconciliationformthe buttontoMARK ASREVIEWED will remove the CCDA frombeing available foranyother
reconciliation(includingif the currentdocumentisdiscardedwithoutsignature)
WorkflowSteps
Front
Desk
Clinical
Staff
X X Reconcile Medications,Problemsand
Allergies
1. Clickthe Reconciliationbutton fromone of the
followingforms tolaunchthe ReconciliationHTML
form.
 HPI-CCC
 Problems-CCC
 CPOE A&P-CCC
 MU CORE Checklist
X X 2. See Appendix4Bfor Instructionsoncompletingthe
Reconciliation
X 3. On the MU CORE Checklist formcheckmarkthe Mark
as Reviewedcheckbox forProblems,Medications,
and Allergiesif not done soalready

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Configuration
 Determine WHOwill be the persontoreconcile medications,problemsandallergies
 Who will importCCDAs receivedbythe practice
 If usingcustom forms, a buttonto launchthe reconciliationformcanbe builtbyusingthe followingfunction:
{SHOW_HTML_FORM("//localserver/EncounterForms/reconciliation/index.html","Reconciliation")}

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Workflow #5A: Office Visit – Producing a Clinic Visit Summary for the Patient (Stage 1 Core Measure 8,
Stage 2 Core Measure 8,)
Key Considerations
 The PATIENT INSTRUCTIONSHANDOUT can nolongerbe usedin2014 to count towardMU measure. Pleaseuse the newGenerateCVS
buttonfor the Clinical VisitSummary
 Stage 2 requirementchanged toprovide patientclinicalvisitsummarywith1businessday. Stage 1requirementwastoprovide within3
businessdays.
 A signedE&M service ordermust beentered forthis patientto be counted forthismeasure
WorkflowSteps
Front
Desk
Clinical
Staff
X X Create Clinical VisitSummary 1. Clickthe Generate CVSbuttonfromthe Patient
Instructions-CCCformwithinanupdate
OR
Rightclickon a signedOffice Visitdocumentfromthe
patient’schartthenclick Create Clinical VisitSummary
X X Optional:Customize the Clinical Visit
Summarypriorto givingto patient
2. In the clinical VisitSummaryscreenclickthe Customize
buttonand selectwhichitemstoaddor remove from
the CVS. See Appendix 5A forcomplete steps.
X Determine howitwill be giventothe
patient
3. Choose Print,Save ToFile,orSave to Chart and Close
(tosendvia Secure Messagingata latertime)
X Documenta declinedCVS 4. If a PatientDECLINESa CVSthenthis shouldbe
indicatedonthe bottomof the MU CORE Checklist
form(and will onlybe usedforTHISVISIT
REPORTING).

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Configuration
 Determine whatif anycustomizationswillbe allowedtothe CVSpriorto producingforthe patient
 How will patientelectronicaddressbe known/relevanttoenduser
 What (if any) external mediawill be allowed tosave the file toandgive tothe patient
 SecurityNeededtoGenerate aCCDA for a chart/patient
o CHART = ExportSummaryDocuments
o CHART = ExportUnsignedChartData
 If usingcustom forms,andNOT usingCCCyou can add a button to generate the Clinical VisitSummarybyusingthe followingfunction:
{MEL_GEN_CVS()}

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Workflow #5B: Office Visit – Documenting Transfer OUT & Producing a CCDA to send OUT (Stage 1
MenuMeasure 7, Stage 2 Core Measure 15)
Key Considerations
 The referral isrequiredtobe AUTHORIZED BY the EP,and placedbythe EP or licensedhealthcare professional.
 AnyReferral order(eitherbyindividual ordercode orbyorder category) canbe designatedaspartof a TRANSFEROUT eventsothat when
that orderis placed,the systemwillmarkthiseventasa referral out(orTRANSFEROUT) for whicha CCDA shouldbe generated,nofurther
actionby the enduseris required
 See Appendix5Bfor Step-by-Stepinstructions
WorkflowSteps
Front
Desk
Clinical
Staff
X Placinga Referral Order 1. “Authorizedby”forthe referral orderisrequiredtobe
the EP
2. REASON field entry isrequiredwhenorderinga
referral.
3. SignReferrals/Orders/Document
X Manage Referral andsend
appropriate documentationto
Service Provider/ GeneratingaCCDA
4. The Referral Coordinatorwill manage the referral
includinggeneratingthe CCDA
a. Reasonisnowrequired
b. From Orderstab of chart, change order and
fill indesired fields
c. ClickSave & Create
d. SAVEto CHART & CLOSE = maysendto
providerthrough Secure Messaging
Thiswill attach to the office visitasanAppend

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Configuration
 Service ProviderSetup –newfieldforsecure electronicaddress (Appendix#10)
o Whensendingelectronically(ifusingcentricityclinical messenger –sure scripts– Kryptiqwill provide the addressinService
Provider(thisprocessfromKryptiq)
 OrderSetup– Referral andTestorderscan be managedin Administration/Settingsto“Use as Transitionof Care” on the categoryor
individualorderlevel
 SecurityNeededtoGenerate aCCDA for a chart/patient
o CHART = ExportSummaryDocuments
o CHART = ExportUnsignedChartData
 AnythinglookingatOBS terms,can be mappedto(custom/other) OBSterms

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Workflow #6A: Office Visit – Ordering and Giving Vaccinations (Stage 1 MenuMeasure 8, Stage 2 Core Measure
16)
Key Considerations
 The documentmustbe signedbythe EP
 Immunizationsare nowconsideredaCLINICALLISTand unsignedvaccines/immunizationsenteredonthe formasgiven/donewill active the
clinical listlockforthatdocumentuntil the documentissigned(however,noevidence of thisisseeninthe ViewClinical ListChanges
window)
 See Appendix6A forstepby stepinstructions
WorkflowSteps
Front
Desk
Clinical
Staff
X Opt IN/OUT 1. Determine thispatient’sparticipationinregistryper
practice and state regulations. Check
registrationregistrytabtoverifyif correct
X Orderimmunizationstobe given
today
2. Usingthe newImmunizationManagementform
double clickon the blue circle nexttothe vaccine you
wishto be given,andcomplete the requiredfields
X Communicate shotsneeded 3. The requestfora shotcan only be seenonthe
Immunization Managementformitself
4. Communicate tostaff regardingthe needtogive a
shot
X Givingthe shot 5. Documentonthe Immunization ManagementForm
X Give Patientarecord 6. PrintHistoryView,LetterorHandoutfor patientif
desired

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Configuration
 If usingQvera (QIE) forDPH immunizationintegrationthisnewdatamodel hastobe used
 Complete ImmunizationsetupinAdministration
 Remove all oldversionsof the ImmunizationManagementform fromfavoritesandtemplates
 Create newCustomLists forImmunizationManagementForm
 EditLetters,Handouts,Reports,HistoryViewstoaccommodate newImmunizationtable/model.
Remove the reportincrwrptsfolder(Immun.rpt) forthe ImmunizationManagementreport(itwill nolongerbe accurate)

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Workflow #6B: Office Visit – Ordering and giving medications in the office (Stage 1 Core Measure 1, Stage 2
Core Measure 1)
Key Considerations
 The followingmustbe done bythe provider:The note mustbe signedbythe EP.
 Thisnow countstowardsthe numeratorand denominatorforCPOEevent(s).
WorkflowSteps
Front
Desk
Clinical
Staff
X Requestamedicationtobe
administeredtoday
1. The Providermustrequestamedicationbe giventoa
patientusingthe MedicationAdministrationform.
2. Utilizingthe MedicationAdministrationformappears
to translate textintothe narrative of the note
indicatingthe medicationtobe given Appendix1
X Communicate Medication Eventto
staff
3. Route/Flag&communicate tostaff the needfor
medicationadministration.
X Give/Administermedication 4. Usingthe MedicationAdministration form,document
the medicationgiventoday
Configuration
 Create newCustomLists fornewform (Appendix #1)

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Workflow #7: Office Visit – Documenting a CARE PLAN
Key Considerations
 The documentationmustbe signedbythe EP
 If a Care Planis documented,it willbe includedinthe CVS(CCDA) forthe patient. Howevera Care Plan isnot required at thistime to be
documentedper MU Guidelines.
 Althoughyoucan addand modifyacare plan,there isnot a way to delete acare planat thistime
WorkflowSteps
Front
Desk
Clinical
Staff
X DocumentingaCare PlaninCPS 1. In an update,addthe Care PlanManagementform
X DocumentPlanper
Problem/Diagnoses
2. See Appendix#7
X AssessProgressof Plan 3. You can reviewanexistingcare plansbygoingtothe
patient’schartHistoriessectionandselectingto
viewthe Care PlanHx View,oropeningthe Care Plan
Managementformwhile inanupdate.
Configuration
 Determine DocumentTemplate Setup,use of favorites, ADDFORM

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Workflow #8: Office Visit – Using the INFO button (producing patient specific education material)
(Stage 1 Menu Measure 5, Stage 2 Core Measure 13)
Key Considerations
 Truvenisthe 3rd
partyvendorinstalledwithCPS12/EMR 9.8 (separate contractis requiredwithTruvenorother3rd
party vendor)
 The INFOBUTTON islocated inthe patient’schartin the Problems,Medications, andFlowsheetscreens. (Itisimportanttonote thatthese
buttonsare notat this time availableduringanUPDATEwindow)
 In the flowsheetview,the InfoButtonwillonlyworkonanimportedlabresult
 The handoutdoesNOT have to be printedbythe EP, butan office visitsignedbythe EPisrequiredinthe chart duringthe reportingperiod.
WorkflowSteps
Front
Desk
Clinical
Staff
x Look Up Relevantpatientinfo 1. Withthe ProblemorMedicationorFlowsheetitem
(Lab Result) highlighted,clickthe INFOBUTTON
x PrintRelevantpatientinfo 2. Choose toprintor otherwise share thisinfowith
patient
Configuration
 Decide if youwill use the defaultvendorTruven,orif youwantto utilize adifferentvendor
 Configure URLin Setup/Administration

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Workflow #9: Producing Patient Reminders (Stage 1 MenuMeasure 4, Stage 2 Core Measure 11)
Key Considerations
 CPS12/EMR 9.8 cannotproduce a listof patientdue avaccinationor immunization
 Generatingletters fromthe inquirymoduleoccursone at a time andcannot be stoppedonce started
 Measure iscountedfor patientswithaContact by:value of Letter
WorkflowSteps
Front
Desk
Clinical
Staff
X Run an Inquirytofinda listof the
patientsforwhoma reminderisdue
1. Use the InquiryModule
X X Signingthe lettersgeneratedand
savedto a patientchart
2. These letterswillgotoa userdesktop andmustbe
individuallysigned,butthe signerdoesnothave to
be the provider.
Configuration
 Lettersto be usedforthis purpose shouldbe placedinafolderwiththe word“Actionable” initstitle
 Security Permissionrequiredforpersonsdoingthisaction
o Clinical Inquiries/Reports>Printremindersforpatients. ThissettingdefaultsON afterupgrade. Needtoremove thispermission
fromusersor groups youdo not wishtoprintreminders
 Newdata symbol PATIENT.CONTACTBYcanbe addedto letters,bannersorothercustomizations

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Workflow #10: Office Visit – Documenting Vital Signs (Stage 1 Core Measure 8, Stage 2 Core Measure 4)
Key Considerations
 The encounterdocumentationmustbe signedbythe EP
 The CCC-BasicVital Signsformcan be editedtoinclude additional buttonsformovingaroundthe application andperformingcertaintasks
 The Vital Signs-CCCformhasreference available forhigh/loweventssuchasBP/BMIinfo(MU Core item#6 )
WorkflowSteps
Front
Desk
Clinical
Staff
X Take a reviewvital signsforpatients
withan office visit
1. Usingthe Vital Signs-CCCformupdate height,weight,
BP for all patientsseen
2. BMI
3. Growth Chartinfo
Configuration
 Update Vital Signs formwithnecessarylinkstootherforms,andfunctionality, asneeded.
 If not usingthe providedCCCform,change data fieldsinyourcustomformto onlyacceptnumericvalues

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Workflow #11: Office Visit – Using Clinical Decision Support (Stage 1 Core Measure 10, Stage 2 Core Measure 6)
Key Considerations
 For Stage 1 only1 CDS is required. ForStage 2 5 CDS’sare required. Forbothstages Drug/Drug andDrug/Allergyinteractioncheckingisan
additional requirement.
 Recommendedreferencestouse:
 Vital SignsForm– (reference forabnormal BP,temp,respirations,pulseincludedonform)
 CPOE form(CCC-Basic) –has the followingCDSreference materialsbuiltin
 Reference forDiabetesPatients(ACE/ARB&Contraindication.Aspirintherapy& Contraindication,SmokingStatus, TEST/SERVICES
DUE)
 PreventiveHealthCare
 ScreeningPSA
 The Drug/Drug Drug/Allergyinteractionis separatefromthe 5 CDS interventions,butare a requirementof thismeasure
WorkflowSteps
Front
Desk
Clinical
Staff
X Determine the clinical decision
supportrules tobe usedbyeach EP
for attestation.
1. No actionneeded. ThisisbuiltintoCPS/CEMR
automatically
Configuration
 If not alreadythere,create a newSecurityGroupnamed“CDS Access”in Setup/Administrationandassignyourselecteduserstothis
group
 Assignusersyouwishtosee clinical decisionsupportdatatothe “CDS Access” securitygroup
 Assignsecuritygroups,orindividual userasyouwishtothe permissionof “Access ClinicalDecisionSupport”of the ChartFolder

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Workflow #12: Imaging Result in the EHR (Stage 2 Menu Measure 3)
Key Considerations
 The EP mustbe the responsible providerforanImagingReportsdocumenttype
WorkflowSteps
Front
Desk
Clinical
Staff
X An ImageLinkInterface 1. EP receivesanImageLinkInterfaceresultinthe EMR
whichlinkstoan image view.
2. EP isresponsible provider(andlikelysigner,butnot
required) of DocumentType
X Scan/Importimagingreport 3. ScanningImagingResults –Resultsshouldhave a
documenttype OTHER THAN ImagingReport,since
thiswouldcountagainstthe EP
Configuration
Since the interpretationof thismeasure indicatesthatanImage isrequiredtobe linkedtothe documentinthe EMR, GE’s BestPractice solution
to meetthismeasure istohave an ImageLinkInterface withavendorwhosendsbothnarrative resultreportsandalinktoa storedimage. An
interface thatlinkstoa PACSsystemwhere imagescanthenbe viewedisidealaswell.
Otheropportunitiestomeetthismeasure wouldbe
- If the patientpresentswithaCD of image files,thenutilize one ormore of those filestoattachas an external image throughyour
documentmanagement(scanning/indexing) solution
Startingwithyourreportingperiod,itisrecommendedtoonlyuse the documenttype of ImagingReportinthe EMR for documentswhichmeet
the criteriaabove. Anyotheruse of the documenttype ImagingReportmayleadtoinaccurate measure reporting. All othertext-onlyimaging
resultreportsshouldbe broughtintothe applicationasadifferentdocumenttype (eitherwhenscanning/indexing,orthroughanyintegration
currentlyenabled)

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APPENDIX
CMS-22 PreventiveCare and Screening: Screening for High Blood Pressure
CMS-65 Hypertension: Improvementin blood pressure
CMS-69 Body Mass Index(BMI) Screening and Follow-Up
CMS-117 Childhood Immunization Status
CMS-122 Diabetes: Hemoglobin A1c Poor Control
CMS-123 Diabetes: Foot Exam
CMS-124 Cervical Cancer Screening
CMS-125 Breast Cancer Screening
CMS-126 Use of AppropriateMedications for Asthma
CMS-127 Pneumonia Vaccination Status for Older Adults
CMS-130 Colorectal Cancer Screening
CMS-131 Diabetes: Eye Exam
CMS-134 Diabetes: Urine Screening
CMS-138 Tobacco Use: Screening and Cessation Intervention
CMS-139 Falls: Screening for Falls Risk
CMS-147 Influenza Immunization
CMS-148 Hemoglobin A1c Test for Pediatric Patients
CMS-155
Weight Assessmentand Counseling for Nutrition and PhysicalActivity for Children and
Adolescents
CMS-163 Diabetes: Low Density Lipoprotein (LDL) Management and Control
CMS-165 Controlling High Blood Pressure
CMS-166 Use of Imaging Studies for Low Back Pain Measure
CMS-182
Ischemic Vascular Disease(IVD): CompleteLipid Panel and LDL
Control

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Appendix #1 – Medication Administration form
Clickto go back to CPOEor MedicationAdministration workflow
MedicationAdministration
The MedicationAdministrationformisintendedtoassistinthe documentationof medicationsadministeredduringapatientencounter.These
can include injectable meds,oral meds,infusions,oranyotherkindmedication.Medicationscapturedthroughthisformare storeddiscretelyin
the database and countedtowardthe Meaningful Use Stage 1 and Stage 2 CPOEmeasures.
Before You Begin:
The MedicationAdministrationformcontainsseveral dropdownliststhatare editedusinganewcustomlisteditor.Practices mustbe sure to
configure customlistsandthe associatedmedicationsthere first,before usingthe form.
The CCC Basic package comeswitha TextComponentthatcan be usedto pre-populate commonlyadministeredmedicationsintopre-built
customlists.ThisTextComponentcanalsobe configuredwithcustomdata.To loadthe content,opena chart update forany patientandinsert
the TextComponentcalled“MedAdmin-DeliveryData”.Once loaded,discardthe document.The formwill nowbe loadedwithanycontent
configuredwithinthatTextComponent.
AdministeredMedicationCustomLists
1 - Accessthe AdministeredMedicationCustomListeditorthroughAdministration>Charts>Chart(CPS),orGo>Setup>Settings>Charts(EMR).
2 – Any numberof customlistsnamescan be createdor modifiedusingthe New,Change,Remove,orCopybuttonslocatedatthe top of the
screen.Once selected,addmedicationstothe selectedlistbyclickingthe “AddNewMedication”button.Existingmedicationscanbe modified
or removedbyclickingthe Change or Remove buttonsnexttothe medications.

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3 – Afterclickingthe Add NewMedicationbutton,searchforandselectthe desiredmedicationfromthe MedicationReference List.(Thiswillbe
displayedasthe “Reference Name”.) Once selected,the “DisplayName”can be modifiedinthe EditMedicationwindowandwill be whatthe
userseesinthe form.
4 – The DDID and NDCnumberswill displayautomaticallyif chosenformthe Referencelist.(Additional NDCnumberscanbe linked if desired.)
The medicationcanbe linkedtoan orderby clickingthe Change buttontothe right of the Order caption.The MedicationAdministrationcanbe
usedto pushan orderto the Orders module if the Orderislinkedtothe medication.

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5 –Once the EditOrderwindowopens,the usercanattach an Orderto the medication.(Note:The Ordermustfirstbe builtinthe Centricity
Ordersmodule.) The OrderType,OrderCategory,Code,andCode Descriptionare pulledfromthe Ordersmodule usingthe Lookup buttons.
Priority,Comment,Modifier,andUnitsare optional fieldsthatcan be usedto provide furtherdetails.
6 – Once the Orderis linked,the usercanthenmove onto addingdefaultoptionsforRoute,Site,Dose,andUnits(unitsof measure forthe
Dose) usingthe associatedChange buttons.

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7 – Whenfinished,clickOK.Continue toaddadditional medicationtothe customlist(s) asdesired.

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Usingthe MedicationAdministrationForm
The MedicationAdministrationisdesignedtoallowformultiple stepsinthe workflowof administeringmedicationsduringapatientencounter.
The form allowsfora providertorequest thata medicationbe administered(todayorata future date),andthenallowsforanotherclinicianto
thendocumentthe administrationof the medicationitself.
1 - The AdministrationMedsSummaryallowsthe usertosee aquickoverviewof anymedicationsaproviderhasrequestedtobe administered,
the Start and StopDates,and the name of the providerwhorequestedit.Thisinformationappearsintopsectionof the form titled“MedsDue
for Administration.The associateddetailsare listedinthe “DetailsFor”sectionbelow.
2 – All administeredmedicationsmuststartwitha request.Toadd or modifyarequest,the providercanclickthe “New”button,or the
“Add/Update Request”.
Add/Update RequestTab

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1 – Selecta customlistto choose from.
2 – Selectthe medicationfromthe customlist.
3 – An indicationof apotential allergyorcontraindicationtothe selectedmedicationmaybe displayed.
4 – A diagnosiscanbe selectedtoassociate tothe medication,eitherfromthe dropdownlistwhichwilldisplaythe patient’scurrentproblem
list,or byclickingthe Problemsbuttontoaccessthe Update Problemsdialogue.
5 – Selecta “RequestedBy”providerorclickthe “Me” buttonto inserttheirownname.
6 – Enter a Start Date
7 – Enter a Stop Date. Usingthe buttonstothe rightwill calculate astopdate basedon the start date.
8 – Enter any Instructionsforthe clinicianwhowill administerthe medication.
9 – Enter any additional Comments.
10 – Committhe Request
AdministerMedicationTab

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Once the requesthasbeenentered,the provideroranothercliniciancandocumentthe administrationof the medicationthatwasrequestedby
goingto the AdministerMedicationtab.
1 – Enter the username of the personadministeringthe medication,orclick the “Me” button.
2 – Enter a Route.Thisdropdownlistisprepopulatedbasedonthe defaultvaluesenteredinthe customlistenterforthe specifiedmedication.
3 – Enter a Site.Thisdropdownlistisprepopulatedbasedonthe defaultvaluesenteredinthe customlistenterforthe specifiedmedication.
4 – Enter a Manufacturer.Thisdropdownlistisprepopulatedbasedonthe defaultvaluesenteredinthe customlistenterforthe specified
medication.
5 – Selecta problemfromthe patient’sproblemlist. If enteredwhenrequested,thiswill alreadybe populated.

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Clickingthe “Manage Lots” buttonwill opena separate windowwhere multiple lotnumberscanbe stored.The lotnumbersare setup by
Manufacturer.
To set up Lot #s:
1 – Choose a manufacturerfromthe dropdownlist.
2 – Enter the Lot# andassociatedExpirationDate.
3 – ClickAdd.

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Continue documentingadministration:
6 – Choose a lotnumberfromthe dropdownlistof predefinedvalues.Expirationdate will defaultbasedonthe value setupforthe associated
lotnumber.
7 – Enter the amountgivenor choose fromthe dropdownlistof predefinedvalues.Thisdropdownlistisprepopulatedbasedonthe default
valuesenteredinthe customlistenterforthe specifiedmedication.
8 – Choose the Unitesforthe Dose given.Thisdropdownlistisprepopulatedbasedonthe defaultvaluesenteredinthe customli stenterforthe
specifiedmedication.
9 – Enter a Start and Stoptime for the beginningandendof the administration,oruse the buttonstoauto-fill the values.
10 – Enterany Commentsforthe administration.
11 – Checkthe box to have the form automaticallyenterordersforthe medication.
12 – Committhe Administration.

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1 – If the “AutoGenerate Orders”checkbox hadbeencheckedwhencommittingthe medication,anewwindowwill allowthe usertoselectan
orderfor the MedicationAdministrationcharge.(Inadditiontocommittingthe orderforthe actual medicationitselfif set upthatway.) Select
the procedure fromthe dropdownlist.(Note:the ordercategorycalled“MedicationAdministration”mustexistinthe orderssetupunder
Services.)
2 – Enter a Comment
3 – Enter the numberof unitsto charge for.
4 – ClickOrder
5 –The usercan Skipthisstepentirelyif desired

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Example Text Translation: (modifiable withinthe “MedAdminTextTranslation”TextComponent:

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Appendix #2 – Family History using FH-SH-CCC form
Clickto go back to FamilyHistoryworkflow
1. Choose the Relationshipforwhichthe userwouldlike toupdate FamilyHistory,and Refreshthe page.(ORIndicate NoKnownFamily
History or No Known Relative)
2. Checkthe appropriate boxestoindicate familyhistory(customizablethroughCCCTextFile Editor)
3. Enter a Commentif desired.Thenclick Save.Note:Commentswillapply to all checkeditems whensaved.To enter adifferentcommentper
item, check theindividualbox andsaveone ata time.

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4. Repeatforadditional relationshipsasneeded.
5. To modifyorRemove apreviouslystoredFamilyHistoryitemforanindividualrelationship,choose the Relationship(if notalreadyselected)
and Refresh,asdone inStep1, thenchoose the Item to modifyorremove:
6. To modifycomments,make the changesinthe Commentfield,thenclickthe Save Updatesbutton.Toremove anitem,choose aremoval
reasonthenclickthe Remove button.
7. SavedFamilyHistoryitemswilldisplayinthe FamilyHx Summaryarea.To indicate thatFamilyHistoryhasbeenreviewedduringthe visit,
checkthe reviewed –no changesrequiredbox.

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8. General Commentscanbe writtentoapplyto the patient’sentire FamilyHistory,storedinthe observationterm“FAMILYHX”. Anyprior
familyhistorydatastoredinthisobservationtermwilldisplayhere:

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Appendix #3 – Social History using the FH-SH-CCC form
Clickto go back to SmokingStatusworkflow
1. Social Historyhas beenupdatedtoinclude updatedacceptablelanguage forcapturingsmokingstatus.Tocapture SmokingStatus, select
fromthe radiobuttonoptions.If “Current”isselected,choose aspecificoptionfromthe additional drop-downlistthatappears:
2. If appropriate,indicate thatthe patienthasbeen counseledtoquitby markingthe relevantcheckbox.Once the appropriateoptionshave
beenselectedforsmokingstatus,choose additionalrelevantsocial historyfromthe listboxes(optional,andcustomizable withthe CCCText
File Editor).

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3. Once all appropriate optionshave beenselected,clickthe InsertSelectedValuesbutton.SocialHistoryinformationwill appearinthe edit
field.
4. If Social Historywas completedpriorto the visitandno changesare to be made,indicate byclickingthe reviewed–no changesrequired
checkbox.Changescanbe made to smokingstatusbysimplymakingthe change andclickingthe InsertSelectedValuesbuttonagain.Other
changeswouldneedto be clearedfromthe editfieldfirst,andthenre-inserted.Social Historycanbe clearedcompletelybyclickingthe
Clear All SH button.

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Appendix #4B – Reconciliation Form
Go back to TransferIn Workflow orReconcile Medications workflow
1. Selectthe documentyouwishtoreconcile inthe Documentsto Reconcile field
2. The Forms defaultstothe Problemstabsowe will startwithproblems
3. On the problemlistonthe leftside (ImportedProblems),checkmarkthe problemsyouwishtoaddto the patientschart thenclick Add
To List
4. On the problemlistonthe rightside (Active PatientProblemList),youcancheckmark problemsinthe patientcharttoedit or remove if
desired.

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5. Clickon the Allergiestabtoreconcile allergiesandthe Medicationstabtoreconcile medicationsusingthe same stepsasabove.
If a documenthasbeenimportedandhasNOTYET beenusedtoreconcile clinical listinformationthenthatdocumentwillappearatthe top of
the screenas a choice for DOCUMENT TO RECONCILE.
There isa separate tabfor managingPROBLEMS,ALLERGIES, and MEDICATIONS
Choose fromthe leftpartitionanythinginthe CCDA youwishtohave broughtoverto the CPS Chart.
Once completedwiththe exchangeyoucanMARK AS REVIEWED
 The mark as reviewedbuttonISNOTaboutreviewingthe clinicallist,butratheraboutreviewingthe CCDA andonce markedas
reviewedthisCANNOTbe undone,andthatCCDA will nolongerbe available foruse inreconciliation..

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Appendix 5A - CCDA Functionality & Workflows (Clinic Visit Summary)
Go back to Clinical VisitSummaryworkflow
The ConsolidatedClinicalDocumentArchitecture (orCCDA) documentisa standard HTML documentthatcontainsa varietyof information
requiredforspecificMeaningfulUse workflowsandEMR certification,generatedforcommunicatingclinical informationtopatientsand
providers.The followingwilloutline the specificcontents of the CCDA,andgo throughseveral of the workflowsforgeneratingandconsuming
CCDA documentsinthe CPS or C-EMR applicationtomeetspecificMU Phase 2 requirements.
CCDA Overview
The CCDA documentcontainsthe followinginformationasrequiredbyCMS:

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The CCDA documentcontainsthe informationasitis structuredinthe chart at the time the CCDA was generated.Updatingthe chartwill not
update the informationinanypreviouslysavedCCDA documents.
RequiredPermissions
In orderto generate the CCDA document,the usermusthave the followingprivileges:
 Chart>ExportSummaryDocuments
 Chart>ExportUnsignedChartData
Workflowsfor Generatingthe CCDA
Clinical VisitSummary (MU Stage 2: CORE Measure 8)
The Clinical VisitSummaryisintendedtobe providedtopatientsatthe conclusionof theirvisit,within1businessday,for>50% of all office
visits.Itcan be printedandhandedto the patientorsavedto a file andsentelectronically.Togenerate the CCDA specificallyforthis
requirement,the usermustfollowthe stepsoutlinedbelow.
The patientalsohas the optiontodecline the Clinical VisitSummary.Inthiscase,the chart shouldindicate thisbypopulatingthe observation
term“PTDECLINECVS”, in orderto still be countedtowardthe measure. A checkbox isavailableatthe bottomof the MU CORE Checklistformto
accomplishthis.
NOTE: For thisworkflow,inordertocount the patientinthe numeratorof the measure,asignedOffice VisitE&Mcode must have beenentered
throughthe Ordersmodule.
1. Followingthe documentationof the encounter,while the update isstill InProgress,generatethe Clinical VisitSummaryfrom withinthe
update byusinga buttonon a formcomponent,utilizingaQuicktext,orbyanothermeansthat utilizesthe DataSymbol
“MEL_GEN_CVS”.
OR
2. Once the documenthas beensigned,generate the Clinical VisitSummaryfromthe Chartribbon:
For CPS:Choose More>Create Clinical VisitSummary

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For EMR: Choose Actions>Document>Create Clinical VisitSummary
OR
3 – Right-Clickonthe documentandchoose “Create Clinical VisitSummary”

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Appendix 5B - CCDA Functionality & Workflows (Produce a CCDA for a transition of care – out)
Go back to TransferOut workflow
Transition of Care Summary
The Transitionof Care Summaryisintendedtobe providedtoanotherof the patient’sproviderswhenreferredtothembythe EP. Thisisto be
done for>50% of transitionsof care and referrals.Thisistobe specificallytransmitted electronically (throughasecure message) for10% of
transitionsof care and referrals.Togenerate the CCDA forthisrequirement,the usermustfollowthe stepsoutlinedbelow.
1. If a Referral orTestand Procedure orderisbeinggenerated,the providerhasthe optiontoselectwhetherthisorderistobe usedfora
Transitionof Care (or thiscan be defaulted)
2. The provider(ora delegate) canselectthe providerof service (Internal orExternal) where the patientisbeingreferred.
3. The order shouldbe lefton AdminHoldwhensigned.

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4. From withinthe Change Orderdialogue,ausercan modifythe referral information.
5. The Transitionof Care Summaryisthencreatedby clickingthe Generate button.
6. Once generated,the TOCSummarycanbe printed,orsavedtothe chart and sentelectronically

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Appendix #6A – Immunization Form
Go back to Vaccine workflow
ImmunizationManagement
The ImmunizationManagementformisintendedtoassistinthe documentationof immunizationsadministeredduringapatientencounter.
Immunizationscapturedthroughthisformare storeddiscretelyinthe database inanewImmunizationtable. Itisimportanttonotethis new
datastructure,since all previousimmunizationformreleases(includingthe“ImmunizationManagement–CCC”,“Immunization Management –
GE”, and others) storedimmunizationdataintoobservationterms.Customerswho havepreviously capturedimmunizationdatausing
observationtermswill wantto migratetheir datato the newtable usingtheImmunizationMigrationtool(releasedwithCPS12/EMR9.8),before
using this form.
Before You Begin:
The ImmunizationManagementformcontainsseveral dropdownliststhatare editedusinganewcustomlisteditor.Practicesmustbe sure to
configure customlistsandthe associatedvaccinesthere first,beforeusingthe form.
ImmunizationCustom Lists
1. Accessthe ImmunizationCustomListeditorthroughAdministration>Charts>Chart(CPS),orGo>Setup>Settings>Charts(EMR).

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2. Anynumberof custom lists namescanbe createdor modifiedusingthe New,Change,Remove,orCopybuttonslocatedatthe topof
the screen.Once selected,addvaccine groupstothe selectedlistbyclickingthe “AddNewVaccine Group” button.ExistingVaccine
Groups can be modified orremovedbyclickingthe Change or Remove buttonsnexttoeach listed.
3. Afterclickingthe AddNewVaccine Groupbutton,searchforand selectthe desiredvaccine groupfromthe listprovided. (Individual
vaccine typeswill be addedtoeachgroupin a laterstep)
4. Once the vaccine group has beenchosen,individual vaccinetypescanbe addedtothe groupby clickingthe Change buttontothe right
of “Vaccine(s)”.
5. A separate windowwill open,allowingthe usertoselectvaccine typesbyclicking“AddNewVaccine”.

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6. Once a vaccine type hasbeenselected,the EditVaccine windowwill open,allowingthe usertocustomize relatedinformation which
appearsindropdownlistsinthe ImmunizationManagementform.The Vaccine name,NDC#,DDID#,CVXcode,andManufacturerof the
vaccine type chosenwill displayautomatically.
7. The user can attach an Orderto the vaccine.(Note:The Ordermustfirstbe builtinthe CentricityOrdersmodule.) The OrderType,Order
Category,Code,andCode Descriptionare pulled fromthe Ordersmodule usingthe Lookupbuttons.Priority,Comment,Modifier,and
Unitsare optional fieldsthatcan be usedto provide furtherdetails.

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8. Once the Order islinked,the usercanthenmove onto addingdefaultoptionsforRoute,Site,Dose,andUnits(unitsof measureforthe
Dose) usingthe associatedChange buttons.
9. Once finishedwiththe individualvaccine type,clickOKandcontinue tobuildadditional vaccinetypesforthe Vaccine Group asneeded.

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10. Once finishedaddingvaccine types,clickOKuntil returnedtothe EditVaccine Groupwindow.The usercan adda placeholderforevery
numberof immunizationsthatcanbe giveninthe seriesbyclickingthe Change buttontothe right of Series.Thisisalsowhere the
schedule forthe vaccine canbe setup.
11. In the “SeriesList”windowthatopens,clickAddNewSeries.Addthe firstnumberinthe seriesforthe vaccine group.(The shouldbe a
seriesnumber“1” at a minimum,forthose vaccinesthatare eithergivenonlyonce orare givenmultipletimesbutnotona regular
schedule.Example:Flu).

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12. Optional:Enterthe MinimumAge inmonthsforthe series#.
13. Optional:Enterthe MaximumAge inmonthsforthe series#.
14. Enter the MinimumInterval indays(the minimumtime between whenthe lastvaccine inthe serieswasgivenandwhenthisvaccine in
the seriesshouldbe given.)
15. ClickOK.Continue foradditional seriesnumbers.
16. Whenreturnedtothe EditVaccine Groupwindow,completethe Vaccine Groupinformationbyenteringthe VISDate for the vaccine
group,and optionallyanydefault Instructions.
17. Repeatthe above stepsforall othervaccine groupsfor the customlistselected.

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ImmunizationAdministrationEncounter Form Workflow
The ImmunizationManagementisdesignedtoallow formultiple stepsinthe workflowof administeringvaccinationsduringapatientencounter.
The form allowsfora providertorequestthata medicationbe administeredtoday,andthenallowsforanothercliniciantothendocumentthe
administrationof the vaccinationitself.
ImmunizationAdministrationOverview
1. Customlistselector
2. User can choose to viewthe immunizationschedule invariousviews.

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3. OnlyVaccine Groupsthat have beensetupon the chosencustomlistwill display.Variousindications of historical immunizationsforthe
patientwill showinthe correspondingrows.
4. Example Icon – Indicatesthatthe patientmaybe due forthe immunization.
5. If a vaccine isnot due,thisallowsthe usertodocumentanimmunizationoff schedule.
6. Linkto a Questionnaire page.
7. Linkto Icon Legend(describesthe variousiconmeaningsthatappearonthisform)
8. Linkto Preloadpage – allowsquickentryof historical immunizationdata.
9. DetailedHistory –Showsa detailedhistoryof everyimmunizationdocumentedfor the patient.
10. AdministeredTodaysection –Showsimmunizationeitherrequestedoradministeredduringtoday’svisit.
11. Checkthischeckbox before documentingadministrationtohave the formautomaticallyenterthe orderforthe immunization.
12. Checkthischeckbox toadd an allergytoeggsto the patient’sproblemlist.

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ProviderWorkflow(Optional)
1. If the providerwishestoindicate thata vaccine shouldbe given,he/she candosoby clickingone of the iconson the overviewtab
correspondingtothe vaccine desired,whichwillbringupthe Administrationwindow.
2. Indicate the series#to be given(if notdefaulted).
3. Indicate the date to be administered.
4. Clickthe Holdbutton.

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ClinicianWorkflow(Documentingthe Immunization)
1. If the providerhadrequestedthatavaccinationbe administered,anindicationwill displayinthe “AdministeredToday”sectionof the
overviewpage.Double-Clickingonthe “+” iconwill take the user back to the Administrationpage todocumentthe detailsof the
immunization.

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If the vaccine was administered:
1. Choose Given(default)
2. Choose VFCEligibility(Optional)
3. Choose Vaccine type administered(willdefaultasindicatedincustomlistsetup)
4. Enter VISDate (will defaultasindicatedincustomlistsetup)
5. Enter Manufacturer(will defaultasindicatedincustomlistsetup)
6. Enter AmountGiven(will defaultasindicatedincustomlistsetup)
7. Enter Units(will defaultasindicatedincustomlistsetup)
8. Indicate whoadministeredthe vaccine,orclickthe “Me” button
9. Enter Time of administration
10. Enter Comments(Optional)
Use Manage Lots to setup lists of Lot numbersto choose from:
1. Choose a manufacturerfromthe dropdownlist.
2. Enter the Lot# and associatedExpirationDate.
3. ClickAdd.
If the vaccine was NOT administered:

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1. SelectNotGiven
2. Enter Reason
Once the form has beenfilledout:
1. ClickHoldto save the data and come back to the form later
OR
2. ClickDone to complete the documentation
To Note an Adverse Reaction
1. At the time of administration,orata latertime,an adverse reactioncanbe notedfora givenvaccine.Clickonthe vaccine inthe
patient’shistorytoreopenthe administrationwindow.ThenselectAdverse Reaction. The AdverseReactionwindowwill open:

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2. Enter the OnsetDate of the reaction
3. Enter the Time of the reaction
4. Enter the date the reactionstopped
5. Enter a ReactionDescription
6. Enter the Criticalityof the Reaction
7. Indicate whonotedthe reaction
8. Checkthe box to add an indicate of an allergytothe vaccine onthe patient’sallergylist
9. ClickSave

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Icon Legend:

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Appendix #7 – Care Plan Form
Clickto go back to Care Planworkflow
Care Plan Management
The Care PlanManagementformisintendedtoassistinthe documentationof anindividual patient’scare planbyenteringproblem-specific
goalsand/ortargets.The Care Planis a requiredcomponentof the Clinical VisitSummary.While itisnotrequiredtodocumentaCare Planfor a
patient,itisrequiredthat if a planof care hasbeenestablishedforapatient,thatitappear onthe Clinical VisitSummaryrequiredfor
Meaningful Use.
Before You Begin:
The Care PlanManagementformcontainsseveral dropdownliststhatcanbe pre-loadedwithdefaultcontent,includingproblem-specificgoals,
targets,and instructions.Toloadthe content,openachart update for anypatientandinsertthe TextComponentcalled“CarePlan –
ConfigurationData”.Once loaded,discardthe document.The formwillnowbe loadedwithanycontentconfiguredwithinthatTextComponent.
Care Plan Management- Overviewpage:
1. The Viewradio buttonsallowthe usertotoggle between“GoalsMet”(goalsthathave beenmarkedascomplete withaMet Date),
“Goals NotMet”, and “All”(acombinationof both).
2. The Add buttonallowsthe userto add a newgoal.The Update buttonallowsthe usertoupdate an existinggoal.

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3. – If addinga newgoal,several fieldsare required.The first requiredfieldis“SetDate”,or the start date of the goal.
4. – The usershouldlinkthe goal to an existingproblemonthe patient’sproblemlistbyselectingitfromthe “SelectProblem”dropdown.
5. – The goal can thenbe enteredineitherthe “SelectGoals”dropdown(displaysalistof configurable goals),orviafree-textinthe “Enter
GoalsHere” editfield.
6. Optionally,the usercanestablishatargetfor the goal inthe “Target” editfield.
7. Optionally,the usercanenterinstructionsforthe goal byselectingfromthe “SelectInstructions”field(displaysalistof configurable
values),orviafree-textinthe “EnterInstructions Here”editfield.

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8. ClickingSave andContinue will allowthe usertoenteradditional goals.ClickingSave andClose will returnthe usertothe Care Plan
overviewpage.
9. Once returnedtothe overviewpage,the usercancontinue toAddnewgoals,Update existingonesorexitthe formbyclosing the
window. Note:Youcan onlyupdate goalsthathave not beenmet.
10. To indicate thata goal has beenmet,entera“Met Date” and checkthe “Met” checkbox.

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11. Each time the Care PlanManagementisused,currentand pastgoals can be displayedand/orupdated.
Example Text Translation: (modifiable withinthe “CarePlanTextTranslate”TextComponent.
Addingor ChangingCare Plan dropdown lists
To add or change a goal,target,or instructionfora givenproblem,the TextComponentcalled“CarePlan – ConfigurationData”mustbe
modifiedandloaded.See CCCBasicReleaseNotesfor instructions.

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Appendix #8 – New User Fields
Go back to General Setup
Each User setup(forEPs as well asnon-EPLicensed/CertifiedHealthCare professionals)willneedtobe completed –Thisinformationcan be
gatheredearlyandputon the MasterUser Table/Spreadsheetusedbythe Organization

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Appendix #9 – New Orders Setup
Clickto go back to Workflow1A Configuration
Ideallyatthe CATEGORY LEVEL Orderscan be classifiedasLABROATORYor IMAGING (whichwill assistwithreportingCPOEorders)
Additionally,the OrderCategorycanbe usedto defaultthe statusof beinga TOC (Transitionof Care) –most likelyREFERRALORDERS.
Make sure that Orderssetupas ReferralsinCPS(butare actuallyimagingtests) are appropriate tagged.

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Appendix #10 – New Service Provider Fields
Go back to TransferOut Configuration
There isa newfieldforSecure ElectronicAddresstoassociate witheachservice providersetupinthe Service ProviderTable. Please checkwith
your GE EMR Consultantif thisfieldrequiresmanual set-up.
Secure ElectronicAddressesare assignedwhenprovidersregisterwithaHealthInformationSecurePortal (HISP).
If the providertowhomthe patientisbeingsentisa memberof a HISP,the electronicaddresswillbe available fromthe HISPdirectory.
For providerswhoare notmembersof a HISP,a directaddressbookwill needtobe createdthatcontainsthe secure email addressesforthose
providers.

2014 workflows v51

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