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EMR 100
Accessing Portal
Accessing the Physician Portal (HPP)
Portal Locations:

To access internally or externally (unless via FastPASS):

                      TUL via http://myportal.hillcrest.com
                      ABQ via http://myportal.lovelace.com

You may also access internally via the Physician Portal link on Fastlane or your
SmartPhone or mobile device, please note you will not be able to view PACS images or
access the Medical Records/Deficiency viewer.

For best performance, use Internet Explorer and Java version 1.4.2_13.
Version 1.6/v6 is NOT recommended.
Logging In
• The Physician Portal Internet Explorer Window opens.




• To login, type your User Name and Password. For Physicians and Extenders, your Username
  is your Dictation Number and the Initial Password will be the word: welcome
• For Nursing and Ancillary Staff, your login is your First Initial and Last Name (all lower
  case). If this is the first time you log in, you will use the password: welcome

            NOTE: The Ardent Help Desk phone number is 866.725.4357
Logging Out of Portal

       When finished, log out of HPP using the Logout icon.
5




Portal Window Overview




   My Portal – Click     Suspend – Temporarily         Help - Displays   Logout –
    this to return to      suspends the current        the online help    Will exit
   the last page that     session and hides the          information.     Portal.
     you accessed.      display. This will also auto
                        display after 15 minutes of
                                 inactivity.
6



Portal Window Overview (cont.)
 Click (?)
                                                        Print,
to access                     Site Controls
                                                     Minimize and
   help.
                         My Portal                   Maximize
                                                        icons.
 Edit – to               My Preferences
     set
preference               Change Colors and Fonts
 s for your
  display.               Change Password
                          (managed via FastPASS)

                         About

                         Display Context

                        (Function explained later)




                                                           6
EMR 100 - Questions

1) If you encounter difficulties with your login password, who would you contact?

                    a. Unit Secretary
                    b. Help Desk

2) To log out of Portal, click the “X” in the top right corner.

                    a. True
                    b. False
EMR 110
Generating Patient List/Census List
9


The Census Page
Portal will default to either the Census Page or Data Monitor View. If you have a
relationship with a Patient (Consulting, Primary Care or Referring), the Patient will
appear under the “CM Working Patient List” section. Post-discharge Patients will
remain on the Census List for 24 hours to allow time for follow-up if needed.
10



Filter Options for the Patient List
The Patient List can be viewed by using the following filter options and clicking on the
down arrow to select from the drop-down list.
11


  Adding a Patient to Your Working List
  Select the Patient Search tab in the toolbar, and set the Facility and Station. Check the
  Add box next to the Patient’s name.




                         Select the tab:
                   The Patient is now added to your working list.

Click the + sign
   next to the
Patient’s name
     to view
    previous
 encounters .
12


Patient Search
While using the MPI (Master Patient Index) you may find a Patient without an Add
Box. This indicates the Patient has been discharged. The Patient information can be
viewed, but the Patient cannot be added to your Census Page.




            NOTE: If an “ADD” box does not appear, the Patient has been discharged. The Patient info can
            be viewed, but it cannot be added to the Census page.
13


Patient Census Tips
 Click the Refresh button to refresh your list.
 To alphabetize the list, click the Patient Name header or any header. The list may be
  arranged in alphabetical or reverse alphabetical order.
 If you can’t find your Patient, check your filter options (Facility, Patient Type, Status or
  Census Type) and then click the Refresh button to reactivate your list.
 You cannot “remove” a Patient from your list if you are the Admitting or Attending. But you
  can make them Inactive, which will hide them in your list. Doing this will NOT impact your
  Group’s list – the Patient will stay on their list. To view them again in your active Patient list,
  change the Patient Type filter to show “inactive”. Select them and click the Active button.
14


Searching for a Patient
Choose a Search option, and select the Patient Search Button from the toolbar.
Search by using:
        Entire Master Patient Index (MPI) (including discharged Patients)
        Active (to search only Inpatient and current active Patients) – OR –
        Recent Encounter (last 30 days) and enter the encounter number in
           the Account # field.
15


CM Patient Search Fields
The guidelines for searching are listed below the First Name icon on the screen.
Enter the Last Name and First Name in the Search Boxes. To search by MRN, type the
MRN in the Last Name field. Birthday/Age and Sex can be added to refine the search
but are not required. Click “Search.”
16


Adding a Patient to Your Worklist
Select the Patient Search tab in the toolbar, and select your Station Search options by
setting the Facility and Station. Click “Get Census.”
17


Patient Listing
A list of Patients is displayed to match the criteria entered. Check the Add box next to
the Patient’s name.




                             The Patient(s) is/are added to your Worklist.




     NOTE: To view previous encounters for your Patient, click the   +   sign next to the
     Patient name.
18


Unauthorized Patient Access Warning
STOP!!! If a Patient is selected that does not have a relationship with
you, an Unauthorized Patient Access Warning Screen will appear. If you
continue to access that Patient’s Records, the access to the Patient
Information will be recorded and audited. Once the Patient is added
to your Patient Worklist, this warning will no longer appear.
EMR110 - Questions

3) The Patient List can be viewed by using the following filter options and clicking on the down
arrow to select from the drop down list .

                   a. Status
                   b. Provider
                   c. Facility
                   d. Patient Type
                   e. Census
                   f. All of the above
                   g. Answers A, C, D, E

4) You must click “refresh” to display new criteria, after selecting an item from the drop down
menu.

                   a. True
                   b. False

5) When first searching for a specific patient, start by clicking on the Patients Search tab in the
toolbar. Select the best options from the list below:

       a. Active patients and Discharged patients, Recent Encounter
       b. Master Patient Index (MPI), Discharged patients and Active Patients
       c. Active patients, Master patient Index (MPI) including (discharged patients)
          and Recent Encounter
6) If you know the Patient’s location, you can search by Facility or Department by utilizing the
existing drop down menus. After you perform one of the below (select the correct answer) , the list
of Patients will appear.

                   a. Then “Refresh” your screen
                   b. Click “Get Census”

7) To assign a Patient to your Working Patient List

                   a. Click on the “+” sign next to the Patient name.
                   b. Click on the “add” box, and “add to Patient list” button

8) If you select a Patient that does not have a relationship with you, an Unauthorized Patient
Access Warning Screen will appear. Access will be recorded and audited. However, once added
to your Working Patient List, the warning will disappear.

                   a. True
                   b. False
EMR 120
Reviewing Alerts
22


Working Patient List – Data Monitor
 On the Census page, click the Data Monitor button for a quick glance of Patients on
 the Census list, and the highest level abnormal indicator for unviewed Ancillary
 results. To return to the Census List, click on the Census List.




    NOTE: The Census List and Data Monitor buttons toggle between each other.
23


The Census List Results Page
Click on the New, Abnormal or Panic icon to see the result. Notice that you have been
redirected to the Results Page.




           Click on the Census List tab to return to your Census List screen.
EMR120 - Questions
  9) The Data Monitor screen gives you a quick glance of abnormal indicators and unviewed Ancillary
  results.
                    a. True
                    b. False

  10) To access the Census page or the Data Monitor page, click on Refresh:

                    a. True
                    b. False

  11) Toggle between Census page and Data Monitor page:

                    a. True
                    b. False

  12) While on the Data Monitor page, click on the New, Abnormal and Panic icons. This will redirect
  you to:

                    a. The Census page
                    b. The Result page

  13) Alert Warnings are viewable on the Census page.

                    a. True
                    b. False
EMR 200
Completing Medical Record
Deficiencies
(Joint Commission Compliance)
26


Deficiencies Tab
                           Select the Deficiencies Tab from the toolbar.




The Deficiency Worklist allows you to select the type of deficiencies you want to view such as
Missing Signatures, Dictation or Missing Text. ED Providers will not have deficiencies in HEC, but
can address them in Portal. They must sign off on their charts before the Patient is removed from
the Tracking Board.
                                        Deficiency Types

                                     Signature      5

                                     Dictation      6

                                     Missing Text   0


The Work List displays the total number of deficiencies for each category and allows you to select
the type of deficiency you wish to view. Select the deficiency, and allow the deficiency view to
open. After making a selection, you will be prompted to enter your pre-assigned PIN. This PIN
serves as your electronic signature.
Viewing Reports
Select the report to review from the list.




Review the report and identify the missing item.




                                                   No signature.




                                                                   27
28


Deficiency Sign Off
                                                                         Exit here.

                                             Documents Tab.




To sign the deficiency, click the Check Mark button on the toolbar.
(If the deficiency is not in the viewer, the Sign button is disabled).
29



Exiting the Deficiencies Page
When all deficiencies have been completed, click on the red door to exit and return to
                               the deficiency screen.




    DO NOT EXIT BY CLICKING THE “X” IN THE UPPER RIGHT CORNER.
EMR200 - Questions
14) Select the Deficiencies Tab from the toolbar. The Deficiencies Work List allows you to select the type
of deficiencies you want to view such as Missing Signatures, Dictation or Missing Text. After making a
selection, you will be prompted to enter

                   a. Your User number
                   b. Welcome password
                   c. Your pre-assigned PIN

15) To sign the deficiency, make sure the Deficiency is in the viewer and then click the Sign button from
the toolbar.

                   a. True
                   b. False

16) When all deficiencies have been completed, click on the (X) to exit and return to Deficiency Screen.

                   a. True
                   b. False
EMR 300
Viewing Reports
(Labs, Radiology, Pathology,
Consultations, etc.)
32


Viewing Results for a Specific Patient
Select the Patient from the Census Page or Patient Search Page to view resulted
Orders. The Results Page will be activated.




Panic results will show in red before you view them
STAT or Abnormal (S/A) results will show in yellow before you view them
New results will show in green before you view them.
“V” denotes you’ve viewed the result.
(Note: Once a Patient is selected, the Results page is activated.)
33


Changing the Type of Results and Encounters
You can view all Ancillary results or only Lab, Radiology or Emergency. If Go Back Days
are entered, all previous encounters will be displayed for that time period.
The list of result types can be filtered by changing the type from the drop-down list.
Once your settings have been identified, click “Refresh” to view the results.




   All Ancillary

   Lab Results

   Radiology Res

   Emergency Report
34



Viewing Lab Results
After “Show Selected Items” is selected, the window will show the available items.
You can either check the box next to the item, or click the hyperlink (blue text) to view,
in this example, the final report.
35


Selecting Results
When you select a Patient, the Result Tab will be auto-selected. Detailed information
will display, and can be viewed and trended.
36



Trending Lab Results
37



Comparing Results and Switching to Check 10
You can compare previous results for one or more selected components of a test. A
Check Five or Check Ten test results displays the last five or ten results of each
selected component for the current test based on the Start On date.
Values will be displayed in a spreadsheet format, comparing them side-by-side. These
values can be graphed as well, showing the High Normal and Low Normal based on
the Reference Range.


                                                                 Scroll down to view
                                                                     entire list.
38


Check 10 Graph View
You can choose between Switch to Check 10 and Switch to Check 5 by
clicking on the hyperlink.
39


Viewing a Report or Result History




                Click on the item   Select this Icon to
                name to view the    view the history of
                 Report Screen.         the Order.
40


View of the Report Screen
41



ABQ Radiology Film Link
When you choose the Radiology Film Link for the first time, you will receive a security
message to install MI View in the event MI View is not installed.




            NOTE: You will need Administrative Rights to be able to install MI View. If you are not an
            Administrator, contact the Help Desk.
42




ABQ Radiology Results View
Click on the Radiology Icon to view the Film and Transcription. Other options are the
Status and History columns.
43



ABQ Patient Portfolio/Final Report
Choosing “Patient Portfolio” will provide all the Radiology reports for this Patient, and
you will be able to read the Final Report. Use the arrow to return to the Physician
Portal.
44


ABQ Selecting the “All Images” Option
Click on “All Images” to see all available images. Use the arrow to return to the
Physician Portal.
45


ABQ Comparing Images
Click on the “Compare” icon, and select the down arrow to show the list of available
images to compare. Use the arrow to return to the Physician Portal.
46



TUL Radiology
When viewing the Radiology Reports from the Results Tab, click on the study to read
the report.




        NOTE: You will need Administrative Rights to be able to install MI View. If you are
        not an
        Administrator, contact the Help Desk.
47



TUL Radiology
48


TUL Radiology

To view Radiology Films, click on the PACS tab to login to the standalone SECTRA PACS
                                        system.
49


ED Chart
Emergency Results are linked to the ED chart. The Red Cross icon will appear in Portal
as soon as someone begins charting on a Patient in HEC. Click on the Emergency link
to view the ED Chart.
50



Provider Chart Viewer

      The ED Report is a quick glance of all HEC charting data.
51


Generating a Report
This page allows you to lookup and print a Transfer_Mrr (Medication
Reconciliation Record) report. Select the “Generate Report” button.




A screen will appear showing a report is being generated.
52



Viewing the Report
   When the report is ready, you will be instructed to click “here” to view.




  The Transfer Mrr may be printed for your records, or to give to the Patient.
53



Transcriptions Tab
The Transcription tab allows you to view signed and unsigned transcription reports for
a selected Patient.

Select the Patient for whom you wish view transcription reports, then select the
Transcription button from the toolbar.




Click the box before New Results, Today’s results, or Results by Test Class or Start on
(type in a date) and click the “Refresh” button.
54



Viewing Unsigned Reports
To further define your view of unsigned transcription reports, do one of the
following:
                                 Search by Encounter
To search for data by encounter: select an encounter in the Encounter drop-down list
to view all associated data.




                                                                        Encounter
                                                                        drop down list
55



Search by Date
          To search for data by date range: select the “Start On” check box.
Type the beginning date of the date range for which you want to view data in the
“Start On” text box and the number of days back to search in the “Go Back” box.




The “Start On” and “Go Back” date is defaulted to the current date for active
encounters. Data displayed using this option may span encounters.

Click “Refresh” to populate.
56


Item Searches
In the Item Search box, enter any part of the title of the report on which you want to
focus your search. Leave the box blank if you want to include all report titles.




Click the Refresh button. The report list is updated to display only the reports in the
selected date range or encounter and having the title search parameter you entered.
57


New Reports
               The following icon will be displayed for individual reports:




                                        View only reports that have
 To view only reports that              been returned today: To       View reports categorized
 you have not yet viewed.               view only reports that have   by test class.
                                        been returned today
                                        (“today” being the period
                                        between 12:00 a.m. and
                                        11:59 p.m.)
58


Sorting the Report List
To sort the transcription reports list based on the contents of a column, click a column
header. For example, to sort by result level, click the column header RsltLvl.
The reports list will be rearranged to display the reports grouped by result level or
chronological order.
59



Transcription Section
The Transcription section displays all the reports in a scrollable window with the first
report at the top.

                   Select “Request” for the report you wish to view:
60


Accessing Medical Records
You can access the Medical Record View from the Patient Worklist. Identify and select
 the Patient to search for data and documents.



The system will automatically launch the viewer when you click the Medical Records
 View tab.




Check the name at the top of the window to ensure that the record you have accessed
the correct Patient Record.
61


Medical Records View
The view is grouped in a document tree by encounters or documents depending on
which you used last in Medical Records view (bottom left). Records are for all encounters to
which you have permissions. The tree is sorted by most recent encounter and system
displays documents determined by the chart order.




                      The Medical
                     Records page
                     gives you the
                     ability to view
                        the whole
                    medical record,
                    by selecting the
                     document on
                      the left hand
                       side of the
                         viewer.
Viewing and Exiting
  The view is grouped in a document tree by encounters or documents depending on
  which you used last in Medical Records View (bottom left). Records are shown for all
  encounters for which you have permissions. The tree is sorted by most recent
  encounter, and the system displays documents determined by the chart order.




• View Documents buttons can include buttons such as fields, lists, grids, and links. Any
  report in the Medical Records Viewer may be printed as well.
• When you are finished viewing the records, click on the Red Exit door in the toolbar
  to return to the MR page.
63


  Viewing Patient Information
To view Patient information, select the Patient Info tab (Facesheet in Tulsa) from the toolbar.




The Patient Information View opens, not the STAR Facesheet. It is not printable, and is to be used for
reference only.
64



Insurance Notes Tab
The Insurance Notes and Visit History are located within the Patient Information Page.
Visit History can also be found within the Coding Section.

Insurance Notes Tab
To view Insurance notes, click on the Insurance Notes tab. To verify Patient insurance
eligibility, click the check box and the “get selected” button.
65



Visit History Tab
Click on the Visit History Tab to see visits, visit types, actions and location.
66



The Coding Page
The Coding page will be blank until a Patient has been discharged. Once populated, you
or your staff can view this page.
EMR300 - Questions

17) What are the colors of the Result icons? Choose the correct answer.

                   a. Panic is Yellow, STAT or Abnormal is Green and New Results is Red
                   b. Panic is Green, STAT or Abnormal is Yellow and New Results is Red
                   c. Panic is Red, STAT or Abnormal is Yellow and New Results is Green

18) After changing the Result Type to view Lab Results and clicking the Show Selected Results
button, the window will show the available items. To view the final result, click on the hyperlink :

                   a. True
                   b. False

19) You can trend the lab results. A Check 5 or Check 10 test results displays the last five or ten
results of each selected component for the current test based on the Start On date. You can toggle
between Check 5 and Check 10. If you have greater than 10 values, you can scroll using the Previous
10 or Next 10 values option.

                   a. True
                   b. False
20) To view an ED chart:

                  a. Phone the ED and have a release put on the chart
                  b. Click on the Red Cross icon
                  c. In the Transcription area select New Results or Today’s Results

21) You have selected the Reports Viewer tab. This page allows you to lookup and print a Transfer_MRR
(Medication Reconciliation Record) report.

                  a. True
                  b. False

22) The Transcription tab allows you to view signed and unsigned transcription reports for a selected
Patient. Select the Patient for whom you wish to view the transcription reports and then select the
Transcription button from the toolbar. You can also review the FINAL transcription in Medical Records
(HPF).

                  a. True
                  b. False
23) To sort the transcription reports list based on the contents of a column, click a column header.

                   a. True
                   b. False

24) Facesheets are sent to HPF when admission packets are printed. Typically, the facesheet
should be available in HPF within 30 minutes. When the top Medical Records (HPF) Tab is
selected, it will automatically launch the viewer.

                   a. True
                   b. False
EMR 400
Reviewing Placed Orders &
Medication Entries/MAR
71



       Ordered Meds Tab
       STAR Adverse Reactions Viewing and Allergies
       Horizon Medication Manager (HMM) opens to the Ordered Meds Tab, where you can
       view a Patient’s allergy data using the drop down menu.




All
Drug
Environmental
Food
Miscellaneous
Other
Adjusting Your Search Criteria

 Orders of All Status

 Active/Pending Only

 Active

 Pending

 Discontinued

 Discharged

 Cancelled

 Held                                 Both Med & IV Orders

 Unverified Admin                     Medication Orders Only

 Pending-Rx                           Large Volume IV Orders
                                        Only




                                                          72
73



Selecting a Date Range
You can further refine your search by using the encounter or by Date Range
(specified as the number of days back from a specified date), then select Refresh.
74



TUL Drug Information Tab
Click on the Drug Information Tab to review brand name, primary AHFS number,
strengths available, form, and package size.
The search can be modified by generic brand, AHFS code or class.




Enter the drug name (you may use a partial spelling) in criteria and click “Search”.
75



Meds Manager Drug Information Form
To access the Meds Manager Drug Information Form, click the box next to the name.
76



HOM Orders Page
Select your Patient, then select the Orders (HOM) tab.
The Orders Page allows you to view Orders for a selected Patient.
You can filter the Orders by Status, Group, Encounter or Time Period.
77



CM Order Selection
The Order Selection drop down list allows you to further refine your search by
changing the viewing Status (Active, Pending, All, etc.) or Group (Nursing, Blood Bank,
Radiology, Laboratory, etc.).




     Orders of All Status

      Active/Pending                      All Defined in Edit Preference

      Active                               Blood Bank

      Pending                              Activity/Safety

      Started                              Anesthesia

      Completed                            Assessment

      Held                                 Bronchoscopy

      D/Ced                                Cardiology

      Cancelled                            Cat Scan

      Etc…                                 Etc…
78



Changing the Date Range
To search by encounter or by date range (specified as the number of days previous
from the current date):
Select the Start On check box.
Enter the beginning date of the date range and the number of days back to search in
the Present Orders Active in Previous [n] Days box.
Select Refresh.
Viewing Order Details
To view Order details, Order Occurrence information or results for Completed Orders:




Under the Description Column header, select the
hyperlink to view additional details for that Order.

Click “Close” to return to the Orders (HOM) screen.



                                                                                   79
80



Viewing Order Occurrence Information
Click a link in the Start Date column to view Occurrence information (including date
and time and placer order ID for each occurrence) for the corresponding Order.




 Click Close to return to the Orders section.
81



Viewing Results for Completed Orders
In the Results column, click an available link to view results associated with the
corresponding Order.




    Click Close to return to the Orders section.
EMR400 - Questions

25) Horizon Medication Manager (HMM) opens to the Ordered Meds Tab, where you can view a Patient’s
allergy by utilizing the data dropdown menu.) The Allergy section has a dropdown menu to select
different types of allergies.

                   a. True
                   b. False

26) From the Medication section, you can adjust your search criteria by:

                   a. Using a dropdown menu to filter Order Status and Types
                   b. Selection New
                   c. Selection the Refresh button

27) You can further refine your search by using the encounter or by date range (specified as the number
of days previous from a specified date), then select Refresh. To search for data by date range, select the
Start On check box where the current date becomes the default date.

                   a. True
                   b. False

28) In the Results column, click an available link to view results associated with the corresponding order.

                   a. True
                   b. False
EMR 700
Editing Personal Preferences
84



Customizing a Window
Within the Edit mode you may add or deselect items. You may also change the Patient
demographic information by adding display columns, then rearranging the items as
needed.




   NOTE: HPP will default these viewing options, but anytime you see the “edit” button you have the option of customizing your view.




                                                                                                                                       84
85


Customizing a Window (cont.)
Within the Edit mode you may add or deselect items. You may also change the Patient
demographic information by adding display columns, then rearranging the items as
needed.




                                                                                85
86


  Moving Available Columns to Displayed Columns




Move Birth Date
  to Displayed
Columns by using
   the arrow.




                   NOTE: The Census and the Patient List are populated by STAR, the Admitting System.
87



Re-Sequencing Displayed Choices
88


Edit Tips
 Census Report Options. Select the “edit” button to customize how you print the Census
  Report. Be sure to use the scroll bar to view all options.
 Mom/Baby link is available in the edits section. The Mom or Baby results can be shown if
  you link it to the Results tab.
89



Links and Tasks Window
Select the Home Tab to access Links and Tasks. Click on “edit” to add bookmarks.

Some commonly viewed sites have been pre-loaded for your convenience.
90



Links and Tasks URL Window
There is no limit to the number of URL Bookmarks you may add. Begin by typing the
full URL name (including http://www.....) in the URL Column, and click “Update”.




                                         https://myemail.com
91



Portal Support Tab
Another feature is the Support Documentation Tab.
This area contains reference material on utilizing Portal, and can be printed if desired.




                               Quick reference guides, tips and tools.
EMR700 - Questions

29) When initially logging into Portal, there are default settings for each tab as well as individual
sections, you are able to customize your view, by using the edit button. This will launch another
screen, where you will work to personalize your view.

                    a. True
                    b. False

30) Anytime you see the “Edit” button you have the option of customizing your view.

                    a. True
                    b. False

31) After customizing your work, always scroll to the bottom and save your settings.

                    a. True
                    b. False
32) The Home Page is for your professional use. In the Links and Tasks section you can create
a list of To-Dos and added links. This site facilitates selecting your favorite links:

                  a. True
                  b. False

33) To add Bookmarks, just select the Links and Tasks button:

                  a. True
                  b. False

34) You may add as many URL links as you like. Blank rows are added in groups of 3. To add
additional blank rows, select the Update button.

                  a. True
                  b. False

35) Another feature is the Support Documentation Tab. This area contains helpful tips, access
to Quick Guides, instructions and system requirements.

                  a. True
                  b. False

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EMR Power Point

  • 2. Accessing the Physician Portal (HPP) Portal Locations: To access internally or externally (unless via FastPASS): TUL via http://myportal.hillcrest.com ABQ via http://myportal.lovelace.com You may also access internally via the Physician Portal link on Fastlane or your SmartPhone or mobile device, please note you will not be able to view PACS images or access the Medical Records/Deficiency viewer. For best performance, use Internet Explorer and Java version 1.4.2_13. Version 1.6/v6 is NOT recommended.
  • 3. Logging In • The Physician Portal Internet Explorer Window opens. • To login, type your User Name and Password. For Physicians and Extenders, your Username is your Dictation Number and the Initial Password will be the word: welcome • For Nursing and Ancillary Staff, your login is your First Initial and Last Name (all lower case). If this is the first time you log in, you will use the password: welcome NOTE: The Ardent Help Desk phone number is 866.725.4357
  • 4. Logging Out of Portal When finished, log out of HPP using the Logout icon.
  • 5. 5 Portal Window Overview My Portal – Click Suspend – Temporarily Help - Displays Logout – this to return to suspends the current the online help Will exit the last page that session and hides the information. Portal. you accessed. display. This will also auto display after 15 minutes of inactivity.
  • 6. 6 Portal Window Overview (cont.) Click (?) Print, to access Site Controls Minimize and help.  My Portal Maximize icons. Edit – to  My Preferences set preference  Change Colors and Fonts s for your display.  Change Password (managed via FastPASS)  About  Display Context (Function explained later) 6
  • 7. EMR 100 - Questions 1) If you encounter difficulties with your login password, who would you contact? a. Unit Secretary b. Help Desk 2) To log out of Portal, click the “X” in the top right corner. a. True b. False
  • 8. EMR 110 Generating Patient List/Census List
  • 9. 9 The Census Page Portal will default to either the Census Page or Data Monitor View. If you have a relationship with a Patient (Consulting, Primary Care or Referring), the Patient will appear under the “CM Working Patient List” section. Post-discharge Patients will remain on the Census List for 24 hours to allow time for follow-up if needed.
  • 10. 10 Filter Options for the Patient List The Patient List can be viewed by using the following filter options and clicking on the down arrow to select from the drop-down list.
  • 11. 11 Adding a Patient to Your Working List Select the Patient Search tab in the toolbar, and set the Facility and Station. Check the Add box next to the Patient’s name. Select the tab: The Patient is now added to your working list. Click the + sign next to the Patient’s name to view previous encounters .
  • 12. 12 Patient Search While using the MPI (Master Patient Index) you may find a Patient without an Add Box. This indicates the Patient has been discharged. The Patient information can be viewed, but the Patient cannot be added to your Census Page. NOTE: If an “ADD” box does not appear, the Patient has been discharged. The Patient info can be viewed, but it cannot be added to the Census page.
  • 13. 13 Patient Census Tips  Click the Refresh button to refresh your list.  To alphabetize the list, click the Patient Name header or any header. The list may be arranged in alphabetical or reverse alphabetical order.  If you can’t find your Patient, check your filter options (Facility, Patient Type, Status or Census Type) and then click the Refresh button to reactivate your list.  You cannot “remove” a Patient from your list if you are the Admitting or Attending. But you can make them Inactive, which will hide them in your list. Doing this will NOT impact your Group’s list – the Patient will stay on their list. To view them again in your active Patient list, change the Patient Type filter to show “inactive”. Select them and click the Active button.
  • 14. 14 Searching for a Patient Choose a Search option, and select the Patient Search Button from the toolbar. Search by using:  Entire Master Patient Index (MPI) (including discharged Patients)  Active (to search only Inpatient and current active Patients) – OR –  Recent Encounter (last 30 days) and enter the encounter number in the Account # field.
  • 15. 15 CM Patient Search Fields The guidelines for searching are listed below the First Name icon on the screen. Enter the Last Name and First Name in the Search Boxes. To search by MRN, type the MRN in the Last Name field. Birthday/Age and Sex can be added to refine the search but are not required. Click “Search.”
  • 16. 16 Adding a Patient to Your Worklist Select the Patient Search tab in the toolbar, and select your Station Search options by setting the Facility and Station. Click “Get Census.”
  • 17. 17 Patient Listing A list of Patients is displayed to match the criteria entered. Check the Add box next to the Patient’s name. The Patient(s) is/are added to your Worklist. NOTE: To view previous encounters for your Patient, click the + sign next to the Patient name.
  • 18. 18 Unauthorized Patient Access Warning STOP!!! If a Patient is selected that does not have a relationship with you, an Unauthorized Patient Access Warning Screen will appear. If you continue to access that Patient’s Records, the access to the Patient Information will be recorded and audited. Once the Patient is added to your Patient Worklist, this warning will no longer appear.
  • 19. EMR110 - Questions 3) The Patient List can be viewed by using the following filter options and clicking on the down arrow to select from the drop down list . a. Status b. Provider c. Facility d. Patient Type e. Census f. All of the above g. Answers A, C, D, E 4) You must click “refresh” to display new criteria, after selecting an item from the drop down menu. a. True b. False 5) When first searching for a specific patient, start by clicking on the Patients Search tab in the toolbar. Select the best options from the list below: a. Active patients and Discharged patients, Recent Encounter b. Master Patient Index (MPI), Discharged patients and Active Patients c. Active patients, Master patient Index (MPI) including (discharged patients) and Recent Encounter
  • 20. 6) If you know the Patient’s location, you can search by Facility or Department by utilizing the existing drop down menus. After you perform one of the below (select the correct answer) , the list of Patients will appear. a. Then “Refresh” your screen b. Click “Get Census” 7) To assign a Patient to your Working Patient List a. Click on the “+” sign next to the Patient name. b. Click on the “add” box, and “add to Patient list” button 8) If you select a Patient that does not have a relationship with you, an Unauthorized Patient Access Warning Screen will appear. Access will be recorded and audited. However, once added to your Working Patient List, the warning will disappear. a. True b. False
  • 22. 22 Working Patient List – Data Monitor On the Census page, click the Data Monitor button for a quick glance of Patients on the Census list, and the highest level abnormal indicator for unviewed Ancillary results. To return to the Census List, click on the Census List. NOTE: The Census List and Data Monitor buttons toggle between each other.
  • 23. 23 The Census List Results Page Click on the New, Abnormal or Panic icon to see the result. Notice that you have been redirected to the Results Page. Click on the Census List tab to return to your Census List screen.
  • 24. EMR120 - Questions 9) The Data Monitor screen gives you a quick glance of abnormal indicators and unviewed Ancillary results. a. True b. False 10) To access the Census page or the Data Monitor page, click on Refresh: a. True b. False 11) Toggle between Census page and Data Monitor page: a. True b. False 12) While on the Data Monitor page, click on the New, Abnormal and Panic icons. This will redirect you to: a. The Census page b. The Result page 13) Alert Warnings are viewable on the Census page. a. True b. False
  • 25. EMR 200 Completing Medical Record Deficiencies (Joint Commission Compliance)
  • 26. 26 Deficiencies Tab Select the Deficiencies Tab from the toolbar. The Deficiency Worklist allows you to select the type of deficiencies you want to view such as Missing Signatures, Dictation or Missing Text. ED Providers will not have deficiencies in HEC, but can address them in Portal. They must sign off on their charts before the Patient is removed from the Tracking Board. Deficiency Types Signature 5 Dictation 6 Missing Text 0 The Work List displays the total number of deficiencies for each category and allows you to select the type of deficiency you wish to view. Select the deficiency, and allow the deficiency view to open. After making a selection, you will be prompted to enter your pre-assigned PIN. This PIN serves as your electronic signature.
  • 27. Viewing Reports Select the report to review from the list. Review the report and identify the missing item. No signature. 27
  • 28. 28 Deficiency Sign Off Exit here. Documents Tab. To sign the deficiency, click the Check Mark button on the toolbar. (If the deficiency is not in the viewer, the Sign button is disabled).
  • 29. 29 Exiting the Deficiencies Page When all deficiencies have been completed, click on the red door to exit and return to the deficiency screen. DO NOT EXIT BY CLICKING THE “X” IN THE UPPER RIGHT CORNER.
  • 30. EMR200 - Questions 14) Select the Deficiencies Tab from the toolbar. The Deficiencies Work List allows you to select the type of deficiencies you want to view such as Missing Signatures, Dictation or Missing Text. After making a selection, you will be prompted to enter a. Your User number b. Welcome password c. Your pre-assigned PIN 15) To sign the deficiency, make sure the Deficiency is in the viewer and then click the Sign button from the toolbar. a. True b. False 16) When all deficiencies have been completed, click on the (X) to exit and return to Deficiency Screen. a. True b. False
  • 31. EMR 300 Viewing Reports (Labs, Radiology, Pathology, Consultations, etc.)
  • 32. 32 Viewing Results for a Specific Patient Select the Patient from the Census Page or Patient Search Page to view resulted Orders. The Results Page will be activated. Panic results will show in red before you view them STAT or Abnormal (S/A) results will show in yellow before you view them New results will show in green before you view them. “V” denotes you’ve viewed the result. (Note: Once a Patient is selected, the Results page is activated.)
  • 33. 33 Changing the Type of Results and Encounters You can view all Ancillary results or only Lab, Radiology or Emergency. If Go Back Days are entered, all previous encounters will be displayed for that time period. The list of result types can be filtered by changing the type from the drop-down list. Once your settings have been identified, click “Refresh” to view the results.  All Ancillary  Lab Results  Radiology Res  Emergency Report
  • 34. 34 Viewing Lab Results After “Show Selected Items” is selected, the window will show the available items. You can either check the box next to the item, or click the hyperlink (blue text) to view, in this example, the final report.
  • 35. 35 Selecting Results When you select a Patient, the Result Tab will be auto-selected. Detailed information will display, and can be viewed and trended.
  • 37. 37 Comparing Results and Switching to Check 10 You can compare previous results for one or more selected components of a test. A Check Five or Check Ten test results displays the last five or ten results of each selected component for the current test based on the Start On date. Values will be displayed in a spreadsheet format, comparing them side-by-side. These values can be graphed as well, showing the High Normal and Low Normal based on the Reference Range. Scroll down to view entire list.
  • 38. 38 Check 10 Graph View You can choose between Switch to Check 10 and Switch to Check 5 by clicking on the hyperlink.
  • 39. 39 Viewing a Report or Result History Click on the item Select this Icon to name to view the view the history of Report Screen. the Order.
  • 40. 40 View of the Report Screen
  • 41. 41 ABQ Radiology Film Link When you choose the Radiology Film Link for the first time, you will receive a security message to install MI View in the event MI View is not installed. NOTE: You will need Administrative Rights to be able to install MI View. If you are not an Administrator, contact the Help Desk.
  • 42. 42 ABQ Radiology Results View Click on the Radiology Icon to view the Film and Transcription. Other options are the Status and History columns.
  • 43. 43 ABQ Patient Portfolio/Final Report Choosing “Patient Portfolio” will provide all the Radiology reports for this Patient, and you will be able to read the Final Report. Use the arrow to return to the Physician Portal.
  • 44. 44 ABQ Selecting the “All Images” Option Click on “All Images” to see all available images. Use the arrow to return to the Physician Portal.
  • 45. 45 ABQ Comparing Images Click on the “Compare” icon, and select the down arrow to show the list of available images to compare. Use the arrow to return to the Physician Portal.
  • 46. 46 TUL Radiology When viewing the Radiology Reports from the Results Tab, click on the study to read the report. NOTE: You will need Administrative Rights to be able to install MI View. If you are not an Administrator, contact the Help Desk.
  • 48. 48 TUL Radiology To view Radiology Films, click on the PACS tab to login to the standalone SECTRA PACS system.
  • 49. 49 ED Chart Emergency Results are linked to the ED chart. The Red Cross icon will appear in Portal as soon as someone begins charting on a Patient in HEC. Click on the Emergency link to view the ED Chart.
  • 50. 50 Provider Chart Viewer The ED Report is a quick glance of all HEC charting data.
  • 51. 51 Generating a Report This page allows you to lookup and print a Transfer_Mrr (Medication Reconciliation Record) report. Select the “Generate Report” button. A screen will appear showing a report is being generated.
  • 52. 52 Viewing the Report When the report is ready, you will be instructed to click “here” to view. The Transfer Mrr may be printed for your records, or to give to the Patient.
  • 53. 53 Transcriptions Tab The Transcription tab allows you to view signed and unsigned transcription reports for a selected Patient. Select the Patient for whom you wish view transcription reports, then select the Transcription button from the toolbar. Click the box before New Results, Today’s results, or Results by Test Class or Start on (type in a date) and click the “Refresh” button.
  • 54. 54 Viewing Unsigned Reports To further define your view of unsigned transcription reports, do one of the following: Search by Encounter To search for data by encounter: select an encounter in the Encounter drop-down list to view all associated data. Encounter drop down list
  • 55. 55 Search by Date To search for data by date range: select the “Start On” check box. Type the beginning date of the date range for which you want to view data in the “Start On” text box and the number of days back to search in the “Go Back” box. The “Start On” and “Go Back” date is defaulted to the current date for active encounters. Data displayed using this option may span encounters. Click “Refresh” to populate.
  • 56. 56 Item Searches In the Item Search box, enter any part of the title of the report on which you want to focus your search. Leave the box blank if you want to include all report titles. Click the Refresh button. The report list is updated to display only the reports in the selected date range or encounter and having the title search parameter you entered.
  • 57. 57 New Reports The following icon will be displayed for individual reports: View only reports that have To view only reports that been returned today: To View reports categorized you have not yet viewed. view only reports that have by test class. been returned today (“today” being the period between 12:00 a.m. and 11:59 p.m.)
  • 58. 58 Sorting the Report List To sort the transcription reports list based on the contents of a column, click a column header. For example, to sort by result level, click the column header RsltLvl. The reports list will be rearranged to display the reports grouped by result level or chronological order.
  • 59. 59 Transcription Section The Transcription section displays all the reports in a scrollable window with the first report at the top. Select “Request” for the report you wish to view:
  • 60. 60 Accessing Medical Records You can access the Medical Record View from the Patient Worklist. Identify and select the Patient to search for data and documents. The system will automatically launch the viewer when you click the Medical Records View tab. Check the name at the top of the window to ensure that the record you have accessed the correct Patient Record.
  • 61. 61 Medical Records View The view is grouped in a document tree by encounters or documents depending on which you used last in Medical Records view (bottom left). Records are for all encounters to which you have permissions. The tree is sorted by most recent encounter and system displays documents determined by the chart order. The Medical Records page gives you the ability to view the whole medical record, by selecting the document on the left hand side of the viewer.
  • 62. Viewing and Exiting The view is grouped in a document tree by encounters or documents depending on which you used last in Medical Records View (bottom left). Records are shown for all encounters for which you have permissions. The tree is sorted by most recent encounter, and the system displays documents determined by the chart order. • View Documents buttons can include buttons such as fields, lists, grids, and links. Any report in the Medical Records Viewer may be printed as well. • When you are finished viewing the records, click on the Red Exit door in the toolbar to return to the MR page.
  • 63. 63 Viewing Patient Information To view Patient information, select the Patient Info tab (Facesheet in Tulsa) from the toolbar. The Patient Information View opens, not the STAR Facesheet. It is not printable, and is to be used for reference only.
  • 64. 64 Insurance Notes Tab The Insurance Notes and Visit History are located within the Patient Information Page. Visit History can also be found within the Coding Section. Insurance Notes Tab To view Insurance notes, click on the Insurance Notes tab. To verify Patient insurance eligibility, click the check box and the “get selected” button.
  • 65. 65 Visit History Tab Click on the Visit History Tab to see visits, visit types, actions and location.
  • 66. 66 The Coding Page The Coding page will be blank until a Patient has been discharged. Once populated, you or your staff can view this page.
  • 67. EMR300 - Questions 17) What are the colors of the Result icons? Choose the correct answer. a. Panic is Yellow, STAT or Abnormal is Green and New Results is Red b. Panic is Green, STAT or Abnormal is Yellow and New Results is Red c. Panic is Red, STAT or Abnormal is Yellow and New Results is Green 18) After changing the Result Type to view Lab Results and clicking the Show Selected Results button, the window will show the available items. To view the final result, click on the hyperlink : a. True b. False 19) You can trend the lab results. A Check 5 or Check 10 test results displays the last five or ten results of each selected component for the current test based on the Start On date. You can toggle between Check 5 and Check 10. If you have greater than 10 values, you can scroll using the Previous 10 or Next 10 values option. a. True b. False
  • 68. 20) To view an ED chart: a. Phone the ED and have a release put on the chart b. Click on the Red Cross icon c. In the Transcription area select New Results or Today’s Results 21) You have selected the Reports Viewer tab. This page allows you to lookup and print a Transfer_MRR (Medication Reconciliation Record) report. a. True b. False 22) The Transcription tab allows you to view signed and unsigned transcription reports for a selected Patient. Select the Patient for whom you wish to view the transcription reports and then select the Transcription button from the toolbar. You can also review the FINAL transcription in Medical Records (HPF). a. True b. False
  • 69. 23) To sort the transcription reports list based on the contents of a column, click a column header. a. True b. False 24) Facesheets are sent to HPF when admission packets are printed. Typically, the facesheet should be available in HPF within 30 minutes. When the top Medical Records (HPF) Tab is selected, it will automatically launch the viewer. a. True b. False
  • 70. EMR 400 Reviewing Placed Orders & Medication Entries/MAR
  • 71. 71 Ordered Meds Tab STAR Adverse Reactions Viewing and Allergies Horizon Medication Manager (HMM) opens to the Ordered Meds Tab, where you can view a Patient’s allergy data using the drop down menu. All Drug Environmental Food Miscellaneous Other
  • 72. Adjusting Your Search Criteria  Orders of All Status  Active/Pending Only  Active  Pending  Discontinued  Discharged  Cancelled  Held  Both Med & IV Orders  Unverified Admin  Medication Orders Only  Pending-Rx  Large Volume IV Orders Only 72
  • 73. 73 Selecting a Date Range You can further refine your search by using the encounter or by Date Range (specified as the number of days back from a specified date), then select Refresh.
  • 74. 74 TUL Drug Information Tab Click on the Drug Information Tab to review brand name, primary AHFS number, strengths available, form, and package size. The search can be modified by generic brand, AHFS code or class. Enter the drug name (you may use a partial spelling) in criteria and click “Search”.
  • 75. 75 Meds Manager Drug Information Form To access the Meds Manager Drug Information Form, click the box next to the name.
  • 76. 76 HOM Orders Page Select your Patient, then select the Orders (HOM) tab. The Orders Page allows you to view Orders for a selected Patient. You can filter the Orders by Status, Group, Encounter or Time Period.
  • 77. 77 CM Order Selection The Order Selection drop down list allows you to further refine your search by changing the viewing Status (Active, Pending, All, etc.) or Group (Nursing, Blood Bank, Radiology, Laboratory, etc.). Orders of All Status  Active/Pending All Defined in Edit Preference  Active  Blood Bank  Pending  Activity/Safety  Started  Anesthesia  Completed  Assessment  Held  Bronchoscopy  D/Ced  Cardiology  Cancelled  Cat Scan  Etc…  Etc…
  • 78. 78 Changing the Date Range To search by encounter or by date range (specified as the number of days previous from the current date): Select the Start On check box. Enter the beginning date of the date range and the number of days back to search in the Present Orders Active in Previous [n] Days box. Select Refresh.
  • 79. Viewing Order Details To view Order details, Order Occurrence information or results for Completed Orders: Under the Description Column header, select the hyperlink to view additional details for that Order. Click “Close” to return to the Orders (HOM) screen. 79
  • 80. 80 Viewing Order Occurrence Information Click a link in the Start Date column to view Occurrence information (including date and time and placer order ID for each occurrence) for the corresponding Order. Click Close to return to the Orders section.
  • 81. 81 Viewing Results for Completed Orders In the Results column, click an available link to view results associated with the corresponding Order. Click Close to return to the Orders section.
  • 82. EMR400 - Questions 25) Horizon Medication Manager (HMM) opens to the Ordered Meds Tab, where you can view a Patient’s allergy by utilizing the data dropdown menu.) The Allergy section has a dropdown menu to select different types of allergies. a. True b. False 26) From the Medication section, you can adjust your search criteria by: a. Using a dropdown menu to filter Order Status and Types b. Selection New c. Selection the Refresh button 27) You can further refine your search by using the encounter or by date range (specified as the number of days previous from a specified date), then select Refresh. To search for data by date range, select the Start On check box where the current date becomes the default date. a. True b. False 28) In the Results column, click an available link to view results associated with the corresponding order. a. True b. False
  • 84. 84 Customizing a Window Within the Edit mode you may add or deselect items. You may also change the Patient demographic information by adding display columns, then rearranging the items as needed. NOTE: HPP will default these viewing options, but anytime you see the “edit” button you have the option of customizing your view. 84
  • 85. 85 Customizing a Window (cont.) Within the Edit mode you may add or deselect items. You may also change the Patient demographic information by adding display columns, then rearranging the items as needed. 85
  • 86. 86 Moving Available Columns to Displayed Columns Move Birth Date to Displayed Columns by using the arrow. NOTE: The Census and the Patient List are populated by STAR, the Admitting System.
  • 88. 88 Edit Tips  Census Report Options. Select the “edit” button to customize how you print the Census Report. Be sure to use the scroll bar to view all options.  Mom/Baby link is available in the edits section. The Mom or Baby results can be shown if you link it to the Results tab.
  • 89. 89 Links and Tasks Window Select the Home Tab to access Links and Tasks. Click on “edit” to add bookmarks. Some commonly viewed sites have been pre-loaded for your convenience.
  • 90. 90 Links and Tasks URL Window There is no limit to the number of URL Bookmarks you may add. Begin by typing the full URL name (including http://www.....) in the URL Column, and click “Update”. https://myemail.com
  • 91. 91 Portal Support Tab Another feature is the Support Documentation Tab. This area contains reference material on utilizing Portal, and can be printed if desired. Quick reference guides, tips and tools.
  • 92. EMR700 - Questions 29) When initially logging into Portal, there are default settings for each tab as well as individual sections, you are able to customize your view, by using the edit button. This will launch another screen, where you will work to personalize your view. a. True b. False 30) Anytime you see the “Edit” button you have the option of customizing your view. a. True b. False 31) After customizing your work, always scroll to the bottom and save your settings. a. True b. False
  • 93. 32) The Home Page is for your professional use. In the Links and Tasks section you can create a list of To-Dos and added links. This site facilitates selecting your favorite links: a. True b. False 33) To add Bookmarks, just select the Links and Tasks button: a. True b. False 34) You may add as many URL links as you like. Blank rows are added in groups of 3. To add additional blank rows, select the Update button. a. True b. False 35) Another feature is the Support Documentation Tab. This area contains helpful tips, access to Quick Guides, instructions and system requirements. a. True b. False