Creating a reminder for GSK vaccines in Allscripts ... · Creating a reminder for GSK vaccines in...

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1 Creating a reminder for GSK vaccines in Allscripts Professional EHR E-Prescribing vaccines in Epic EHR Keeping track of patient vaccination requirements is an important aspect in the delivery of ongoing patient care. Alerts based on patient age, vaccination history, time since previous vaccination, and risk factors help streamline care and reduce the burden on providers to keep track of recommended vaccination requirements. This is especially helpful to ensure patients complete all doses in a vaccination series. In Allscripts Professional, these are called Reminders. Benefits of vaccine Reminders Automated vaccine Reminders reduce the need to manually check records to assess patient vaccination needs, and help ensure that patients receive appropriate and timely vaccinations according to Centers for Disease Control and Prevention (CDC) recommendations. Considerations: - In many electronic health record (EHR) systems, alerts for vaccines are not automatically created when a vaccine is added to the EHR immunization schedule. The alert will trigger based upon vaccination history - A vaccine administered by another practice or in the pharmacy may not have been documented in the EHR; a Reminder could be triggered for a vaccine the patient has already received. Maintaining updated vaccine history for patients will minimize duplication - User privileges to create Reminders may be limited to select users with specific security privileges or subject to practice business policies If you have further technical questions, consult your internal or external EHR support resources. This Guide provides a high-level overview of how to create a vaccine reminder in Allscripts Professional EHR. This overview is designed to provide guidance for you, your practice electronic health record (EHR) champion, or IT staff. Please note that this guide was created based upon Allscripts Professional EHR version 16.0. Features and their locations may change as new software versions are released. This guide is meant to serve as overview information only, and should not replace detailed instructions provided to you by your internal or external EHR support resources. Vaccine reminders in Allscripts Professional EHR Ensure timely and appropriate vaccine orders and administration

Transcript of Creating a reminder for GSK vaccines in Allscripts ... · Creating a reminder for GSK vaccines in...

Page 1: Creating a reminder for GSK vaccines in Allscripts ... · Creating a reminder for GSK vaccines in Allscripts Professional EHR - In the Patient Reports list, select Reports, then highlight

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Creating a reminder for GSK vaccines in Allscripts Professional EHR

E-Prescribing vaccines in Epic EHR

Keeping track of patient vaccination requirements is an important aspect in the delivery of ongoing patient care. Alerts based on patient age, vaccination history, time since previous vaccination, and risk factors help streamline care and reduce the burden on providers to keep track of recommended vaccination requirements. This is especially helpful to ensure patients complete all doses in a vaccination series. In Allscripts Professional, these are called Reminders.

Benefits of vaccine Reminders

Automated vaccine Reminders reduce the need to manually check records to assess patient vaccination needs, and help ensure that patients receive appropriate and timely vaccinations according to Centers for Disease Control and Prevention (CDC) recommendations.

Considerations:

- In many electronic health record (EHR) systems, alerts for vaccines are not automatically created when a vaccine is added to the EHR immunization schedule. The alert will trigger based upon vaccination history

- A vaccine administered by another practice or in the pharmacy may not have been documented in the EHR; a Reminder could be triggered for a vaccine the patient has already received. Maintaining updated vaccine history for patients will minimize duplication

- User privileges to create Reminders may be limited to select users with specific security privileges or subject to practice business policies

If you have further technical questions, consult your internal or external EHR support resources.

This Guide provides a high-level overview of how

to create a vaccine reminder in Allscripts Professional EHR.

This overview is designed to provide guidance for you, your

practice electronic health record (EHR) champion, or

IT staff.

Please note that this guide was created based upon Allscripts Professional EHR version 16.0. Features and their locations may change as new software versions are released.

This guide is meant to serve as overview information only, and should not replace detailed instructions provided to you by your internal or external EHR support resources.

Vaccine reminders in Allscripts Professional EHREnsure timely and appropriate vaccine orders and administration

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Creating a reminder for GSK vaccines in Allscripts Professional EHR

Allscripts Professional EHR enables the setup of Reminders, based on certain criteria. Available criteria include vaccination schedule, diagnosis, and other clinical or patient demographic information. The Reminders are displayed when the data in the patient chart meet the criteria.

For example, a Reminder may be created to identify which patients are due or overdue for Product X. Reminders can be created in bulk based on a report (Patient List) that lists all patients who are overdue for Product X.

Using the reports section, Patient Lists can be created and Reminders set up to help providers be reminded of immunizations due. When a patient’s vaccine becomes due or is overdue, the Reminder displays in the patient’s chart.

Below is a summary of the process to create a Patient Reminder for Product X.

How to run a report to identify patients for Reminders

- Open the Reporting Module

- Navigate to Patient Reports, Segments

- Create a new Segment with the following criteria:

- Demographic Criterion – Age ≥50 years

- Demographic Criterion – Status – Active

- Demographic Criterion – Status >< Deceased

- Execute the segment

Creating a vaccine Reminder in Allscripts Professional

Reporting Module - SegmentsSession Help

Patient Reports Segments Reports ScheduleBack Office Reports Reports Schedule

Caregiver:

Segments

Show Archived Reports

Name

General

Title:

Description:

Save Criteria in Result (slower)

Report

Segments Properties

Source Criterion

<All Sources> Diagnosis Demographics Insurance Carriers

Age (Days)Age (Months)Age (Weeks)Age (Years)Encounter CaregiverEthnicity DetailedEthnicity Summary

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Creating a reminder for GSK vaccines in Allscripts Professional EHR

- In the Patient Reports list, select Reports, then highlight the appropriate report, such as Immunizations Overdue and Past Due for patient age ≥ 50

- Add any additional criteria, as appropriate

- Select Execute to run report

Reporting Module - ReportsSession Help

Patient Reports Segments Reports ScheduleBack Office Reports Reports Schedule

Caregiver:

Reports

Show Archived Reports

Name

General

Title:

Description:

Segment:

Keep for:

High Priority Restricted Access

Save Criteria in Result (slower)

Preventative Health Reminder

Report

Select Criterion

Source Criterion Description

<All Sources>CC/HPIHistoryRxVitalsDiagnosisLabsProceduresAppointmentsReferralsDemographicsEncounterImmunizations

Immunizations (Days)Immunizations by Administering CaregiverImmunizations by Date RangeImmunizations by FundingImmunizations by Lack of SeriesImmunizations by Lot NumberImmunizations by Reason not GivenImmunizations by SeriesImmunizations DueImmunizations Given EarlyImmunizations Past DueImmunizations

Patients who have aPatients who havePatients who had aPatients who werePatients who havePatient who werePatients who did nowPatients who have aPatients who havePatients who havePatients who havePatients who have a

Report Properties

0 days

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Creating a reminder for GSK vaccines in Allscripts Professional EHR

To Create Reminders

- Highlight the name of the appropriate Report

- Select the Actions button from the toolbar to display Report Action Properties

Reporting Module - Reports

Session Help

Caregiver:

Reports

Show Archived Reports

Name

Patient Reports Segments Reports ScheduleBack Office Reports Reports Schedule

Manager, System

**Immunization Over Due and Past Due for pt Age > 50CDS Candidate for Treatment Intensification for HypercholesterolemiaActive Diabetic Patients by InsuranceAll Active Diabetic Patients by Insurance

Execute Report X

Segment

Options

Name:Last Run:Patient Count: 32

6/6/2017 11:43:15 AMActive patients > 50

Use Training Patients Only

Display Result

Execute Actions (Create Reminders, Messages, and Web Messages)X

CancelExecute

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555©2017 GSK group of companies or its licensor.All rights reserved. Printed in USA. September 2017

Creating a reminder for GSK vaccines in Allscripts Professional EHR

- On the Report Action Properties template, select the Reminder tab, and enter a subject such as “Patients due or overdue for Product X.” Add appropriate Reminder text

- Select OK

- To auto populate Reminders to display on the patient chart of those patients who meet the report criteria, execute actions on the Execute Report screen, and return to the Reporting Module

- From the Reports toolbar, select Execute

- The Execute Report template displays; select Execute Actions (Create Reminders, Message, and Web Messages)

- Select the Execute button to create Reminders

Chart ViewThe Reminder for due or overdue Patient X is placed on patient’s chart.

Subject: Product XNote: Patient is overdue; give at next appointment

Patient:Remind:Entered By:

Vaccine 6/6/2017 201… Manager, Sys…Subject Date/Time v

Mark Complete Mark Erroneous Show Complete Show Future Show Erroneous Preview CloseSend Message…

Entered By

Reminders

Completed By Completed D… Erroneous By

AlwaysManger, System

Priority:Date Completed:Completed By:

Reporting Module - Reports

Session Help

Caregiver:

Reports

Show Archived Reports

Patient Reports Segments Reports ScheduleBack Office Reports Reports Schedule

Manager, System

Report Action PropertiesReportReport Title: ** Immunization Over Due and Past Due for pt Ag <= 10

Actions:

Message Reminder Web MessagePatient Manager

Patients due or overdue for Product XSubject:

Send Messages Send Web MessagesDisplay in Patient ManagerCreate RemindersX