Christine Smith Stetler, RN, CPC MD Solutions, Inc.
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Transcript of Christine Smith Stetler, RN, CPC MD Solutions, Inc.
Concepts CoveredPreparation- what should you do NOWEngaging providers earlyNote based Physician Advisory GroupTips regarding analysis of your current
configurationTranslating your current build into v11v11 Note building features you should take
advantage of
Before You Board the Plane, Train, Bus or Car to Illinois, North Carolina, etcLay your own mental groundwork
Know your site’s workflows Visit, visit, visit- you will be surprised
Know the frequently used Note Definitions Review notes- by specialty, by ‘super’ users and ‘semi’
users, etcKnow the frequently used Text TemplatesKnow the frequently used MtemplatesKnow any specialized usage of Note (to create
requisitions, to fax specialized documentation, etc)Review all of your open cases in SupportForce- focus
on those related to Note and listed as ‘future version’Write your questions down- have them for class
RIGHT NOWIf you use or purchased Forms
Go look at them NOW!!!!!‘Wrangling’, centering, aligning—these are all
concepts you will use in Form development
Once you’ve Deplaned, Detrained, Debus’d, Decar’d……GET INTO YOUR TEST SYSTEM AND
REBUILD WHAT YOU DID IN TRAINING
Why?Well, I didn't put an expiration date on
the sentiment, but I figure it's got the shelf life of a dairy product. It's going to start to curdle in about a week
Sarah Jessica Parker asCarrie Bradshaw, Sex and the City
NEVER TOO EARLYHost ‘lunch and learns’Host a coffee barStart getting v11 Note in front of the providers
and staff as quickly as possibleStart with ‘wow’ factors first
Forms reading left to rightMultiple outputs availableChart tabs at their fingertips while in NAW
PAG/PUG Note Decision MakersIf you have a PAG/PUG start hereThe Note PAG/PUG should hold the respect of
their peers and a strong interest in NoteYour site visits mentioned previously should
include keeping your eye on potential candidates Group Decisions: ROS, PE (Brief Forms), Auto
Config, workflowSpecialty Based Decisions: HPI, PE
(Comprehensive Forms), Procedure Forms, Plans
PAG/PUG Note Decision MakersDevelop a Project PlanBe specific in what is needed from the
PUG/PAGReviewMark upFeedback
Develop a Communication Plan/StrategyShared communication site (ex. SharePoint)E-mail reviewSCRUMMeetings
Reviewing Current ConfigurationSSMT, SSMT, SSMT
Document Types Sort by Active/Review with PAG/PUG
Templates Sort by Specialty/Review with PAG/PUG
Know what is actually being usedCustom report writingAnalysis of chart notes
Reviewing Current Configuration‘Low Hanging Fruit’
Review screenshots and rendering of current ‘common’ office visit
Close review of ROS and PE for ‘quick wins’ in Form review/development
Procedures- screenshots rendering of templates or de-indentified samples of transcription
What’s ‘Loved’, What’s ‘Hated’ and What’s ‘Loved to Hate’….Look for frank commentary from PUG/PAG
Translation to v11Document Types- will move smoothlyText Templates- will move- CAUTION advised
Behavior of Text Templates in v11 not exactly like v10
Give strong consideration to change over to FormsMtemplates- Medcin yes/Template no
Mtemplates are now formsForms give the ability to create labels, use Medcin
and use free textMedcin rendering can also be edited to something
more clinician friendly
Translation to v11Text Templates
Still called ‘Text Templates’Do not have the same ‘feel’ in v11The Text Template ‘fall back’ option may not be needed
MtemplatesEssentially now Note Forms ‘Deep Dive’ GONE, left to right horizontal set upNo longer ‘married’ to Medcin’s exact verbiage
Note DefinitionsNow Note TemplatesNew TOC OptionsMisc Sections now need to be translated- start mapping
Up side- you can add your own note sections- USE CAUTION
Translation to v11Do Not Work in a Vacuum
Work with PAG/work on expediting approvalsAsk PAG members to offer to ‘take call’ for
quick questionsWork on the Quick Wins/Heavy Hitters FIRST
ROSPEProcedures
Do not get ‘hung up’ on low use/high development time forms
Tips & TricksDEBUG- your new BFF
Check your rendering AS YOU BUILDQuickly find rendering errors (typos, flow issues,
ordering issues, etc)SNIPPING TOOL- your second new BFF
Better screen captureCapture only what you need to maximize visibilityAllows more room for ‘mark up’ when presented to
PAG/PUGCMT- your third new BFF
Move newly developed forms easily between environment
LOTS of Content- double edged sword as it can get excessive to go through it all