User Guide - Alberta Netcare€¦ · ANP User Guide – How to Customize User Preferences Page . 6....

User Guide

Getting Started in Alberta Netcare

Portal

Published Nov 2018

Table of Contents

Welcome Page ....................................................................................................................................... 1

Configure and Navigate the Home Page ................................................................................................ 2

Customize User Preferences .................................................................................................................. 4

Customize Clinical Document Viewer Tree ............................................................................................. 10

Access Patients ..................................................................................................................................... 13

View Patient Demographic Information ................................................................................................. 15

Locate Patient EHR ................................................................................................................................ 17

Navigate Medication Profile ................................................................................................................... 19

View Patient Event History .................................................................................................................... 22

View and Print Clinical Documents ........................................................................................................ 23

View Cumulative Results ....................................................................................................................... 24

Access Immunization History ................................................................................................................ 26

Message Other ANP Users ..................................................................................................................... 27

Portal Help ............................................................................................................................................ 28

Welcome

The purpose of this self-directed User Guide is to provide you with detailed instructions on using the Alberta Netcare Portal (ANP). ANP is the viewer into a patient’s EHR, providing keyhealth information such as patient demographics, hospital visit, laboratory data, transcribed reports, and patient event history and drug data.

While this guide provides instructions to main ANP features,

your access to portal functionality is dependent on your user

role (ie. Clinical 1, Pharmacy 2). For information regarding

your role please visit the Alberta Netcare Learning Centre

website. Here you will also find a variety of learning materials

to help you get the most out of Alberta Netcare.

Should you have any questions please see the Portal Help page to contact your designated help desk.

Page 1 of 29Nov 2018 ANP User Guide

http://www.albertanetcare.ca/learningcentre/LearnByRole.htm

How to Configure and Navigate the Homepage

Nov 2018 ANP User Guide – How to Configure and Navigate the Homepage Page 2 of 29

Key Functions

Represents an EHR viewer called Orion that

integrates patient information from various sources

into a single record, unique to each patient.

Your Alberta Netcare Portal (ANP) User ID displays

at the top of the Global Menu Bar.

Home link – used to return to the Homepage.

My Details link – used to set up or change your

ANP preferences.

Help link – used to access online help for the

current page.

Logout button – used to log out and terminate

your ANP session.

My Details – used to set up or change your

ANP preferences.

Worklists – create or manage up to six

custom patient lists.

View and access Recent Patients.

View, access and remove patients from

Worklists.

Search for a patient (by identifier or

demographic search).

Launch the Delivery Site Registry (DSR)

within Alberta Netcare Portal.

eReferral – Access to My Referrals or the

Health Services Catalogue (HSC)

eReferral Reports – Access Referring

Providers On Behalf of Report.

ONLY AHS - Edmonton users can use Patient Lists to set up a particular type of list of patients, such as

“By Physician” or “By Care Unit”. If you are using

Patient Lists, you will also need to update your

profile in My Details.

Access to Bugs & Drugs

Access a list of health care resources links.

Access to Provincial eSignature

Exchange secure electronic messages with other

ANP users.

2 Clinical Portal Menu

Use the Clinical Portal Menu to access key functions such as: Worklists, Recent Patients, Searches, eReferral, Messaging, etc.

3 Global Menu

Use the Global Menu to access key functions

such as My Details, Help and Homepage.

1 Homepage

The Homepage can be split into a number of windowlets – each serving a specific function. Click the Configure Layout button located at the bottom left of the page to view and select options.

4 Search for a Patient’s EHR

Several different search methods exist. Use the Search

windowlet above to:

a) Type in the PHN/ULI in the Identifier box andclick Search.

b) Type the Last and First names, plus MiddleInitial if necessary, and click Search.You can include Phone Number, Birth Dateand Gender to narrow the search results.

You can also locate your patient using the Clinical Portal Menu:

c) Click Favourites, and then click Recent Patients.

d) Click Searches, and then click Search for a Patient

1

3 4

2

Nov 2018 ANP User Guide – How to Configure and Navigate the Homepage Page 3 of 29

CONFIGURATION ESSENTIALS:

Configure Homepage Windowlets 1. Scroll down to the bottom of the

page and click .

2. Click the drop-down arrow toreveal a list of configurationoptions. Select the one that youwould like to display.

3. Choose how you want the

widowlet displayed on your

homepage by selecting NewSection to the Right or NewSection Below by clicking the

button.

4. Click at the bottom of the page.

TIP: The three most commonly used windowlets are: Search for a patient,

Recent Patients and Person Directory.

NOTE: When you no longer want to see

a windowlet, click the button located on the right of the drop-down list of the windowlet you want removed.

Add ANP as an Allowed Site within the Pop-Up Blocker Settings

1. Within your internet browser, go to Tools

> Pop-up Blocker > Pop-up Blocker

Settings.

2. Type the ANP URL in the field.

3. Click the Add button.

4. Click the Close button.

Add ANP as a Trusted Site

1. Go Tools > Internet Options.

2. Click the Security tab > Sites.

3. Type *.albertanetcare.ca in the

“Add this Web site…” box.

4. Ensure the Require server verification…

check box is NOT selected.

5. Click Add. Click OK and click OK again.

Synchronize Your PIN/PD and ANP Passwords

1. Click Common in the Menu Bar, and then click My Details.

2. Scroll to the bottom of the page until you see the PIN/ PD User Id field. Type

your PIN/ PD User Id in the field.

3. Click Update Password and type your PIN/ PD password.

4. Scroll to the bottom of the page and click Update Preferences.

5. Scroll up to the top of the page under My Details and click Change Password.

6. Type your old ANP password in the Old Password field.

7. Type your new password (the same as your new PIN/PD password) in the New

Password field, then type it again in the Confirm Password field.

8. Click the Change Password button.

Your ANP password is now synchronized with your PIN/ PD password.

Your PIN/ PD password expires every 90 days and your Alberta Netcare Portal password

expires every 180 days. When your password expires and you are prompted to change

your PIN/ PD password, return to the My Details page and enter your new PIN/ PD

password into the PIN/ PD Password field so that your new password is synchronized.

NOTE: The PIN/ PD User Id is also referred to as the Netcare EHR User Id.

Still having trouble? For detailed instructions on how to synchronize your passwords

view the Quick Reference document, Synchronizing Alberta Netcare Portal and PIN/ PD Passwords.

PRIVACY & SECURITY:

Anything accessed under YOUR user name and password is your responsibility. Remember that it is important to ONLY access the patient data you need to complete

your job; you should not access your family, friends, neighbours, coworkers or even your own data.

When you do access patient data, keep this information confidential. Breach of privacy policies will result in disciplinary action up to and including termination of staffand/ or large fines. You may print documents, however refer to the Health Record Policy within your Alberta Health Services zone for guidance on the usage of print-outs.

Data in the Alberta Netcare Electronic Health Record is to be accessed only for direct patient care.

Have a security & privacy question? Contact the Health Information Act (HIA) Help Desk at 780-427-8089 or toll free at 310-0000+780-427-8089.

How to Customize User Preferences

Page 4 of 29 Nov 2018 ANP User Guide – How to Customize User Preferences

My Details Screen Tour

You can view or change Alberta Netcare Portal

(ANP) user preferences by clicking Common on the Clinical Portal Menu, and then clicking

My Details. Or by clicking ,

which is the My Details link located in the Global Menu drop down selection.

of 29 Nov 2018 ANP User Guide – How to Customize User Preferences

My Details Screen Tour Continued


My Details

View ANP User Role

Your Alberta Netcare Portal user role defines your

permission level. If you don't know your user role:

1. Log in to Alberta Netcare Portal.

2. In the Clinical Portal Menu, located on the left

side of the screen, click Common and then click

My Details. Or click , which is

the My Details link located in the Global Menudrop down selection.

3. Look in the Roles I perform box in the upper left

corner to identify your ANP User Role.

Change ANP Password

In My Details, click the Change Password button

below your Username and complete the fields in the

pop-up window. Click Change Password when done.

You can change your Alberta Netcare Portal password at any time, but you will also be prompted to change it before the 180 day expiry date.

Alberta Health (AH) applications and systems must meet the following AH password standards:

Minimum length of 8 characters

Must include a combination of 3 of the following:

alpha-upper case (eg: ABCDE)

alpha-lower case (eg: fghij)

numeric (eg: 12345)

special characters (eg: @#$%&)

Must not contain your user name or full name

Must expire after 90 days

Cannot be reused for 24 iterations

A minimum of 5 invalid logins is allowed before

being locked out. Call the Provincial Help Desk at

1-877-931-1638 to reset your password.

Change Timeout

The default ANP Inactivity Timeout setting is thirty

minutes.

TO CHANGE THE LENGTH OF THE INACTIVITY

TIMEOUT:

1 Click Common in the Clinical Portal Menu, and

then click My Details. Or click

which is the My Details link located in the

Global Menu drop down selection.

2 Locate Inactivity Timeout and click the drop-

down arrow to reveal a list of minute options.

3 Select the appropriate time out duration. Click

to save changes.

Change Important Message Display

Alberta Netcare Portal has a messaging feature

allowing you to e-mail other ANP users.

If a new message of High Important is received, the icon will display in red with an exclamation

mark .

TO CHANGE THE IMPORTANT MESSAGE

NOTIFICATION:

1 Log in to Alberta Netcare Portal.


then click My Details. Or click



3 Select the option corresponding to how you wish

to display (or not display) the notification.

4 Click to save changes.

Change Clinical Document Viewer (CDV) Parameters

The default structure of the Clinical Document Tree is

by category, with lab results in alphabetical order followed by transcribed reports.

You can change the:

Structure of the Clinical Document Tree “View

By” group mode (default = Category).

Tree folder that automatically opens (default =

Dynamic Summary).

Number of records displayed in Limited

Documents view (default = 100 records).

Number of years of Limited Documents view

records (default = 2 years).


TO CHANGE THE DEFAULT CLINICAL DOCUMENT TREE

STRUCTURE:


then click My Details. Or click ,

which is the My Details link located in the Global Menu drop down selection.

2 You can:

a Select a different CDV group mode

View By option.

Viewing

Option

Description

Category This is the default sort option.

Lab categories display alphabetically followed by the transcribed reports categories.

Date Displays results by date. Documents are grouped by their observation date/time (last 24 hours, last week, last month, last 12 months and all previous).

Status Sorts by lab results displaying abnormal or critically abnormal results, followed by all other results.

Transcribed reports are grouped by facility and sorted alphabetically following results.

Author Groups documents under the last name of the physician who originally ordered the test, sorted alphabetically.

Result Source

Groups documents in folders by source provider, sorted alphabetically.

b Using the drop-down list, select the folder that should automatically open.

c Select a different number of records to

display in Limited Documents view.

d Select a different history period from Limited

Documents view.

3 Scroll down to the bottom of the page and then

click .

Change Cumulative Result and

Flowsheet Parameters

The default “day” period for cumulative results within

Alberta Netcare Portal is 180 days. The default

“column” setting for each flowsheet column is 30 test

results.

TO CHANGE THE DEFAULT LAB RESULTS DISPLAYED:





2 You can highlight the number currently displayed in the “days” box and type a new number up to 731.


click .

of 29Nov 2018 ANP User Guide – How to Customize User Preferences

Change Patient Search Identifier Type

You can search for a patient using either an identifier and/or demographic data. You can change the default

setting for the type of identifier that ANP uses.

TO CHANGE THE DEFAULT CLINICAL SETTING FOR

PATIENT IDENTIFIER TYPE:





2 Under Patient Search, select the default identifier

option from the drop-down menu.


click .

Change the Medication Profile Time Frame and Profile Type

a. To change the Medication Profile default

time frame setting, select the preferred

historical data time line.

b. To change the Medication Profile default

profile type, select either the SummaryReport option or the Detailed Reportoption. Summary Report includes last

dispense only. Detailed report includes

all dispense.

Change BPMH Form - Medication

Reconciliation Default Time Frame

a. To change the BPMH Form - Medication

Reconciliation default time frame setting,

select the preferred time frame, for

example select “2 months” for the Med

Rec form.

b. Scroll down to the bottom of the page and

then .

Please note: Once the default time frame set as per above, the

BPMH Form will defaulted to the selected month;

However, this can be changed directly from the

individual patient by select the “Month” options inside

the BPMH Form screen, then click “Search”

The BPMH Form – Medication Reconciliation report

will refreshed based on the month selected for that

particular patient.

of 29Nov 2018 ANP User Guide – How to Customize User Preferences

Synchronize PIN/PD and Alberta

Netcare Portal Passwords

Depending on your user role, you may also have access to PIN and/or Person Directory (PD) applications from within Alberta Netcare Portal (ANP).

Synchronize your PIN / PD passwords to ensure that you can access PIN and/or PD without having to log

in each time to these EHR applications.

Your PIN/ PD password expires every 90 days and

your Alberta Netcare Portal password expires every

180 days. When your password expires and you are

prompted to change your PIN/ PD password, return

to the My Details page and enter your new PIN/ PD

password into the PIN/ PD Password field so that

your new password is synchronized.

Still having trouble? For detailed instructions on how to synchronize your passwords view the Quick Reference document, Synchronizing Alberta Netcare Portal and PIN/ PD Passwords. This document can be found under Access > Passwords.

NOTE: The “PIN/ PD User Id” is also referred to as the “Netcare EHR User Id”.

eReferral Settings

There are five sections related to eReferral:

Receiving Provider Referrals

Receiving Provider Referrals On Behalf Of

Referring Provider Referrals

Referring Provider Referrals On Behalf Of

Triage Referrals

Note: Complete all sections to gain access to

eReferral.

Referring Provider Referrals

a. Click on the magnifying glass to bring up a

Provincial Provider Registry (PPR) search.

b. Enter the “First Name” and “Last Name”, then

click Search. The search returns the followingoptions: Name, Provider Type, City and Status.

c. Select one of the returned selections (as a

referring provider, this is your own name)

and this information populates the Referring

Provider field.

Note: If you submit referrals on behalf of another

provider, check Yes for the User On Behalf Of and complete the fields in this section.

Referring Provider Referrals On Behalf Of

This section allows to designate one or more

providers who can create referrals on behalf of.

a. Click on the magnifying glass to bring up aProvincial Provider Registry (PPR) search.

b. Enter the “First Name” and “Last Name” then,click Search. The search returns selections

that include: Name, Provider Type, City and

Status.

c. Select one of the returned selections (as a

User on Behalf of, this the physician’s name)

and this information populates the Referring

Provider field.

Health Services Catalogue (HSC) Settings

HSC contains information about available Providers,

Specialties, Sub-Specialties, and Reasons for Referral or Facilities within provincial zones. Your Referral

Zone filter default is based on the “Preferred Zone”

set in My Details.

http://155.15.244.99/learningcentre/documents/Password_QR_Oct2013_v1.0.pdf

http://155.15.244.99/learningcentre/documents/Password_QR_Oct2013_v1.0.pdf

of 29 Nov 2018 ANP User Guide – How to Customize & Navigate the Clinical Document Viewer Tree

How to Customize & Navigate the Clinical

Document Viewer Tree

1 Clinical Portal Menu

2 Clinical Document Viewer Tree (CDV)

3 Patient Demographics

4 Audit Warning

5 Context Menu

6 Context Banner

As Alberta Netcare Portal evolves, more and more data will be available for viewing in the patient’s EHR.

An up to date Data Availability Table containing all

the available data sources can be viewed on Alberta

Netcare Portal’s login page under the Alberta Netcare

Information drop down list.

Clinical Portal Menu

The Clinical Portal Menu continues to display after you have located and opened your patient’s

EHR. It is used to access key functions such as

worklists, resources and the patient search

function.

TIP: To display the Clinical Portal Menu, click the Toggle

button . To re-hide the Clinical Portal Menu, click the

Toggle button again, or click the button.

Clinical Document Viewer Tree

The Clinical Document Viewer

Tree lists all lab results,

transcribed reports and other

clinical documents available

for viewing. Open by clicking the desired

folder name and then click the name of the lab result or document you wish to view.

1 2

3

4

5

6

Audits are done routinely and randomly, and on the request of the patient, or an authorized health care provider.


CUSTOMIZING THE CLINICAL DOCUMENT

VIEWER TREE

You can sort and search for clinical documents by

category, date, status, author and result source. You

can also filter the documents to display only those

you are interested in.

The default Clinical Document Viewer Tree structure is by category, with lab results in

alphabetical order followed by transcribed reports. Labs pending are always at the bottom.

TO CHANGE THE “VIEW BY” STRUCTURE OF THE

CLINICAL DOCUMENT VIEWER TREE:

1 In the Clinical Document Viewer, click the

button and then the Group By drop-down

arrow to reveal a list of viewing options.

2 Select your viewing option:

Viewing Option Description

Category The default sort option. Lab categories display alphabetically followed by the transcribed reports categories.

Date Displays results by date. Documents are grouped by their observation date/ time (last 24 hours, last week, last month, last 12 months and all previous). When the CDV tree is set to “View by Date”, the standing orders are listed in the “Last 24 hours” folder.

Status Sorts by lab results displaying abnormal or critically abnormal results, followed by all other results. Transcribed reports are grouped by facility and sorted alphabetically following results.

Author Groups documents under the last name of the physician who originally ordered the test, sorted alphabetically.

Result Source Groups documents in folders by source provider, sorted alphabetically.

TO CHANGE THE VIEW OF DOCUMENTS IN THE

CLINICAL DOCUMENT VIEWER TREE:

Select a time frame from drop down menu,

and click .

TO SEARCH FOR A PARTICULAR CLINICAL DOCUMENT(S):

1 In the Clinical Document Viewer, either:

a Type the first few letters

or complete key word(s)

of the document you

want (for example,

document title, folder

title or document author)

in the Look For box.

As you type, a filter sorts through possible matches until the one you want is found. Be aware – lab test names differ, depending on the source. This can influence your “Look For” results.

b Select the Critical click box to limit

search to critical results only.

c Click the buttons to search

narrow document status search.

d Combine two or more of the above options.

2 Search results are displayed in the Clinical

Document ViewerTree.

3 Click to clear search and to your original

“View By” display.

Detailed instructions on printing and viewing the Patient Demographic windowlet

are available in the ANP Quick Reference: How to View Patient Demographic Information


Clinical Document Viewer Tree Legend Context Banner and Context Menu Legends

Folder Description

Each folder has a name (Chemistry, Blood Bank, etc.).

If the folder name is Bold, you have NOT VIEWED one or more documents in the folder.

Under Chemistry, (165/171) refers to the number of unread documents/ total number of documents in the folder. For example, you have NOT read 53 out of 56 results. You have read 3 Chemistry results.

Document Description

If the document name is Bold, you have NOT VIEWED this document.

A Red document name indicates that one or more numerical results fall outside normal range.

A C indicates that one or

more numerical results fall critically outside normal range.

A struckthrough name means the test is cancelled.

An italic name means only

an interim or pending test result is available.

A ? means the date of birth

and/or gender on the test result(s) DO NOT MATCH the patient’s demographic data in the EHR.

A ! means there is a

suspected identity mismatch based on the results.

Document Icon Description

Numeric result(s), such as a lab result.

Text result(s), Consultation report, Discharge Summary.

Diagnostic Imaging PACS image.

Icon Description

Click to view previous patient on the patient list you are currently viewing; Click to view next patient on the patient list you are currently viewing.

If you have selected your current patient from a list (worklist or patient list), click

to view list of additional patients on the same list in context.

Displays PHN/ULI, patient name,gender and age and date of birth currently displayed EHR.

Opens to display a drop-down list to add or remove a patient from a specific customized worklist (each worklist is colour coded).

Limited Documents - Displays a limited number of patient records (default is 100 records/folder OR last 2

years of data – whichever is less).

All Documents - Displays all available patient records, including historical ones.

AHS-Edm Flows – Displays all numeric lab results, over a period of time and in table format, from AHS-Edmonton.

AHS-Edm Acute Care Flow – Displays predefined numeric lab results, over a period of time and in table format, from AHS- Edmonton acute care facilities only.

AHS-Cal Flows – Displays lab data from AHS-Calgary.

AHS-Rural Flows – Displays lab data from AHS-South, AHS-Central and AHS-North.

Patient Event History – Lists encounters with an AHS zone’s health facilities.

Immunization History – Lists immunization history from AHS-Edmonton’s Community Health System.

Pharmaceutical Information Network (PIN) – Accesses PIN to display prescription, dispense and allergy/intolerance information on patients throughout Alberta.

Create Referrals – Displays the Request for Service screen to create a referral.

View Referral – Displays all referrals; Drafts, In Progress and Completed/Cancelled/Declined.

of 29 Nov 2018 ANP User Guide – How to Easily Access Specific Patients in ANP

How to Easily Access Specific Patients in ANP

There are a variety of ways to search or organize patients within Alberta Netcare Portal (ANP). Three

functions in ANP to do this are; using a Favourite Search, Recent Patients and customized Worklists.If you are in the AHS-Edmonton zone, you can also

use the pre-populated Patient Lists function.

Please refer to the ANP Quick References on

Patient Lists in the Alberta Netcare Learning Centre for more information.

Favourite Search

Search for a Patient includes a favourite search

function where you can save the name or PHN/ULI

of patient records that you access on a regular

basis.

TO CREATE A FAVOURITE SEARCH:

1 Ensure you are displaying the Patient Search

screen.

2 Type in your search criteria (name or

identifier).

3 Click in the Enter a new favourite search box

and type a name for your search.

4 Click to add this search name to the

Select a favourite search drop-down menu.

TO MANAGE FAVOURITE SEARCHES:

1 Ensure you are displaying the patient Search

screen.

2 To view all records matching a favourite search,

select the search name from the Select a

favourite search drop-down menu. The results

are automatically displayed.

3 To remove a favourite search name, select the

search name from the Select a favourite search

drop-down menu and click the Delete button.

Recent Patients

A list of up to 50 of your most recently viewed patients is automatically generated by Alberta Netcare Portal. This list is called Recent Patients.

Patients are sorted by Today, Last 7 Days, Last 4 Weeks and Last 12 Months.

TO SELECT A RECENTLY VIEWED PATIENT’S EHR:

1 Either:

a Configure the Homepage with a Recent Patients windowlet.

b Click Favourites in the Clinical Portal

Menu, and then click Recent Patients.

2 Click anywhere on the line with the patient’s

name to open the patient’s record.

3 To choose another recently viewed patient’s

EHR, in the Context Menu either:

a Click the drop-down folder beside the

patient’s name in the Context Menu to view

a list of patients in Recent Patients list.

b Click the grey left or right arrows to

move to the next EHR in the list.

of 29 Nov 2018 ANP User Guidee– How to Easily Access Specific Patients in ANP

Customized Worklists

Alberta Netcare Portal provides six worklists you

can customize to store lists of special-interest

patients. These lists are accessed from the

Clinical Portal Menu.

TO VIEW A WORKLIST:

Either:

a Click Common in the Clinical

Portal Menu, and then click

Worklists. All six

worklists, and their respective

members, are displayed.

b Click Favourites in the

Clinical Portal Menu, and

then click the specific

worklist you are interested

in. Only that particular

worklist, and its members,

are displayed.

TO RENAME A WORKLIST:

1 Either:

a Click Common in the Clinical Portal

Menu, and then click Worklists. All six

worklists are displayed.

b Click Favourites in the Clinical Portal Menu,

and then click the specific worklist you are interested in.

2 Click Rename.

3 Type a new name in the pop-up box, and then

click Save.

TO ADD A PATIENT TO A WORKLIST:

1 Log in to the Alberta Netcare Portal, search for your patient and open their EHR.

2 Click the grey square icon in the Context Menu to display the worklists.

3 Click the worklist you want to add the patient

to. The square for the worklist is now

highlighted and displayed in the Context Menu.

TO REMOVE ONE OR MORE PATIENTS FROM A

WORKLIST WITHOUT OPENING THEIR EHR:

1 View one or all worklists.

2 Either:

a Select the check box next to the patient(s)

name and then click Remove. The selected

patient(s) are removed from the worklist.

b Select the check box underneath the

worklist name and then click Remove. All

patients are removed from the worklist.

TO REMOVE A PATIENT FROM A WORKLIST

WITHIN THEIR EHR:

1 Log in to the Alberta Netcare Portal, search for

your patient and open their EHR.

2 Click the grey square icon in the Context Menu to display the worklists.

3 Click the worklist you want to remove the patient from. The square for the worklist is no longer highlighted or displayed in the Context Menu.

of 29 Nov 2018 ANP User Guide – How to View Patient Demographic Information

How to View Patient Demographic Information

This Quick Reference document provides instructions on how to access a patient’s demographic

information and view their eligibility for coverage

with the Alberta Health Care Insurance Plan (AHCIP).

Methods to View Patient Demographics

Depending on your Alberta Netcare Portal (ANP) User

Role, Alberta Netcare Portal displays patient-

identifying information in a number of different ways.

You can:

1 View and/or update a patient’s demographics

directly in Person Directory (PD).

Note: Refer to Person Directory Quick Reference

document, How to Update Demographic Data, for more

information on how to update patient demographics

using Person Directory.

2 View the Search Results information on your

Clinician Homepage. This data helps you to

identify the correct patient.

If this is the correct patient, click anywhere on the line with the patient’s name to open their EHR in the Clinical Document Viewer.

3 View the Context Banner information at the top

of the screen (displayed when you open the

patient’s EHR). This data helps you to identify the

EHR you are currently viewing.

4 View the Patient Demographics windowlet

available in the Clinical Document Viewer via

Dynamic Patient Summary.

This windowlet displays on default when you

open the patient’s EHR. It includes first and last

name, age, address and phone number(s).

A person’s eligibility for Alberta Health Care Insurance Plan coverage is identified by a start

date entered into the Eligibility Start Date field.

If you want to view the person’s eligibility history, you will need to access this information

from PD directly.

Note: Person Directory is considered the source of truth for

all patient demographic data and detailed ACHIP

information.

Viewing More Demographic Data

If you require additional demographic information,

click the More button to view data not offered in the

basic Patient Demographics windowlet. You can view

the Most Current (from different sources) and Additional Historical Data for your patient, such as:

Medical Record Numbers (MRN) or additionalUnique Lifetime Identifiers (ULI)/ Personal HealthNumbers (PHN).

Temporary mailing address(es).

Patient alias(es).

Previous identifying health numbers.

Contact phone numbers.

of 29 Nov 2018 ANP User Guide – How to View Patient Demographic Information

Click on either the “basic” or “more”

screen to print the displayed area.

To return to the basic Patient Demographics

windowlet, click .

What do I do if I notice an error in the

patient’s demographic data?

If you suspect an error in the demographic data for

your patient, you need to report that record for

further review by .

The Data Integrity Team will investigate and work to resolve the issue.

TO SEND A SUSPECTED INACCURATE DEMOGRAPHIC

RECORD FOR REVIEW:

1 Click in the Patient Demographics windowlet. A pop-up window appears.

2 Complete the various boxes as necessary.

Include a description of the data discrepancy in

the Message box, and include your e-mail

address if you require a response.

3 Select the Request a read receipt check box for

confirmation that someone has looked at your

Data Inquiry.

4 Click .

It is critical to keep the demographic data information

in the patient’s Electronic Health Record up to date.

Verifications against the demographic data are

constantly being performed, allowing the patient’s

test results to be viewable in Alberta Netcare Portal.

How to Locate a Patient’s EHR

Nov 2018 ANP User Guide – How to Locate a Patient’s EHR Page 17 of 29

Prerequisites Have you configured the Homepage with windowlets to help you locate a patient’s Electronic Health Record (EHR)?

You may be able to customize your Homepage (depending on your Alberta Netcare Portal User Role) to display a number of viewing areas called windowlets. Each windowlet can display a different configuration option, such as Search for a Patient, Recent Patients and up to six customizable Worklists.

Do you know how to split and configure your Homepage? The Learning Centre (available from the Alberta Netcare Portal Login page) provides a number of resources. Check the Alberta Netcare Portal Getting Started User Guide to review new user procedures, and review the available ANP Quick Reference document, How to Configure and Navigate the Homepage.

Methods to Locate a Patient’s EHR The search methods available to you depend on the user role assigned to you as an authorized health care provider. You can use a number of different methods to locate a patient’s EHR:

1 Search for patient using an Identifier or Demographic Data. 2 Select a patient from a Favourites search list. 3 Select a patient from a Worklists list. 4 Select a patient from a customized Recent Patients.

2

4

3 1

Nov 2018 ANP User Guide – How to Locate a Patient’s EHR Page 18 of 29

Search for a Patient Using an Identifier and/or Demographic Data Most Alberta Netcare Portal users can search using either:

• Identifier (Personal Health Number (PHN)/Unique Lifetime Identifier (ULI), Medical RecordNumber (MRN), or federal identifier). Thoseusers with a Limited Patient Search user rolecan only search by identifier.

• Demographic data.

Search Results list those probable patients based on your search criteria - with the most likely patient at the top of the list.

Searching the EMPI Alberta Netcare Portal searches for a patient in the AHS Client Registry. The AHS Client Registry is a centralized index of demographic data for those patients registered in the Alberta Health (AH) Person Directory (PD) and various Alberta Health Services (AHS) facilities.

TO SEARCH FOR A PATIENT’S EHR USING AN IDENTIFIER AND/OR DEMOGRAPHIC DATA:

1 Access Search Criteria by either:

a Configuring the Homepage with a Search for a patient (Patient Search) windowlet.

b Clicking Searches in the Menu Bar, and then clicking Search for a Patient.

2 If searching by: a Identifier, select the type of identifier from

the Identifier Type drop-down list. PHN/ULI is the default setting.

• Type the identifier number in theIdentifier box.

• Proceed to Step 4.

b Demographic data, enter the Last Name, First Name and Middle Name/Initial (if known).

• If you need to narrow your search,include the birth date in the Day,Month and Year fields. To narrowyour search even further, select theSex of the patient.

3 Click the Search button or press the Enter key on your keyboard.

4 Depending on your choice of search criteria, one or more patient names may display in the Search Results area. The most likely patient is at the top of the list. Use the navigation bar to view additional names.

5 Click anywhere on the line with the patient’s name in the Search Results area to open the patient’s record.

If a person has masked their EHR, an Alberta

Netcare Masking icon appears to the left of the person’s name in Search Results. The Learning Centre, available from the Alberta Netcare Portal login page, provides more information on Alberta Netcare Masking, under the Privacy and Security tab.

ANP User Guide – How to Navigate the Medication Profile Nov 2018 Page 19 of 29

How to Navigate the Medication Profile

Navigation Essentials:

The Medication Profile functions as a quick alternative to the Print Profile with History Report found in PIN. The Medication Profile provides a view only report of a patient’s drug summary, or a detailed

listing of medications for a specified number of months. It includes: a list of prescriptions, dispenses, and other Medications and a list of known allergies and intolerances.

Note

Configuration of the PIN user ID and password is still necessary to access the full functionality of the PIN application from the context menu bar. PIN functions include:

- Creating Prescriptions

- Review prescription managements that may have been entered by a prescriber

- Review prescription notes that may have been entered

- Updating a Prescription Status (hold, release, or discontinue)

- Create a new allergy or intolerance entry, or update and existing entry

- Review any historical information related to an allergy or intolerance

1 Medication Profile in the Clinical

Document Tree Medication Profile can be accessed from the Clinical Document Tree.

Click Medication Profile to view your patient’s

allergies, intolerances and medications.

2 Search Criteria

The default settings of 6 months, Summary Report will display in the Search Results.

You may change the search criteria by selecting other combinations of time frames and report types.

You can change your preferred default report with a different time frame and report type in My Details.

3 Search Results (Medication Profile)

The Medication Profile contains 3 main sections:

Header (Patient demographics)

Allergy Information (drug/non-drug allergyand intolerance information)

List of prescriptions and dispenses

4 Print / Data Inquiry

Data Inquiry – An “Incorrect Medication Data” message may be sent to Medication Profile Data Integrity Team.

Print – A hard copy of the report may be printed.

1

2

3

4

ANP User Guide – How to Navigatethe Medication ProfileNov 2018 Page 20 of 29

Multiple ULIs

If the patient has more than one Unique Lifetime Identifier (ULI), the list of ULIs will be displayed in the Search Criteria section so that a ULI can be selected prior to running the Medication Profile report request.

When a patient has been assigned more than one ULI the ULIs are merged into a primary/secondary relationship. AH (Alberta Health) determines the

active/current ULI, which is considered the "primary" ULI. The non-active ULI(s) are considered the "secondary" ULI(s). Currently each one must be accessed separately. Note: Data associated with icons in the context menu (including full PIN) refers to the original

(primary) ULI selected from the patient search. Thus, the patient's allergies, intolerances and medications/dispenses for secondary ULIs are available in the Medication Profile only; they cannot be accessed in the full PIN application.

Users accessing full PIN for patients with multiple ULIs will be presented with a choice of continuing to PIN using the primary ULI or using the medication

profile to look at any information that may be stored for a secondary ULI.

Error Message

If the Medication Profile for a patient without a ULI is accessed (i.e. a patient with an RCMP regiment number or an MRN) the following error message will be displayed:

“As this patient does not have a ULI, no medication information can be retrieved from PIN.”

ANP User Guide – How to Navigatethe Medication ProfileNov 2018 Page 21 of 29

Medprofile Viewer Report

The blue Rx icon is data loaded from pharmacy batch and is derived from dispense information submitted by pharmacies

The C icon is information from the cancer board which is derived from dispense data submitted by the three cancer board centres and only includes dispensing information

The prescriptions with no icons were created within

PIN.

How to View Patient Event History

The Patient Event History summarizes a patient’s contact with an AHS zone’s health facilities.

If the patient is currently an inpatient, the hospital site, patient care unit, room and bed number, plus the name of the Family Physician (if available) appears above the Event History table.

Site Hospital location of event.

Case Type Inpatient, Outpatient or

Emergency patient.

Program Name of program patient was

associated with during the

event.

Provider Name of physician or care

provider responsible for

patient’s care at the time of

event.

Admission Event date (for outpatient) or

the date of hospital admission

(if inpatient or emergency).

Discharge Discharge date; may include discharge code.

Presenting Complaint / Most Responsible ICD-10-CA

Diagnosis

The Presenting Complaint reflects the problem observed or

stated by the patient when the patient was admitted (this is

not a clinical diagnosis). The Most Responsible ICD-10-CA

Diagnosis describes the diagnosis captured by the clinical

coding staff, which is typically the primary reason for the

patient’s length of stay in the facility.

Inpatient, Emergency, and Day Surgery events will only have

discharge diagnosis.

Emergency Contact The Emergency Contact is captured at the time of admission

and is populated by the admitting systems used within the

hospital.

TO VIEW A PATIENT’S EVENT HISTORY:

1 Search for your patient and open their EHR.

2 In the Context Menu, click the Patient Event History tab.

3 Review the results.

a Click Print to print the event history.

b Click Data Inquiry to report suspected

problems with the data being viewed. An e-

mail with the attached record is sent to the

appropriate source.

Nov 2018 ANP User Guide – How to View Patient Event History Page 22 of 29

Viewing a Patient’s Event History

How to View and Print a Single Clinical Document

TO VIEW AND/OR PRINT A SINGLE CLINICAL

DOCUMENT:


2 In the Clinical Document Tree, click the folder

you are interested in to view the related clinical

documents.

Clinical Document Icon Description

Numeric result(s), such as a lab result

Diagnostic Imaging PACS image

Text result(s), Consultation report, Discharge Summary

Clinical Document Description

If the document name is Bold, you have NOT VIEWED this document

A Red document name indicates that one or more numerical results fall outside normal range

A C indicates that one or

more numerical results fall critically outside normal range

A struckthrough name means the test is cancelled

An italic name means only an interim or pending test result is available

A ? means the date of birth

and/or gender on the test result(s) DO NOT MATCH the patient’s demographic data in the EHR

3 Click on the desired Clinical Document to view it

in the Dynamic Patient Summary.

Hover your mouse over the

document to display more

information in a tool-tip.

4 Review the results to determine their clinical

meaning.

a Click Print to print the Clinical Document.

b Click Send to e-mail the Clinical Document

to another Alberta Netcare Portal authorized

health care provider. The recipient requires

the appropriate ANP User Role to view the

document.

For information on using Alberta Netcare Portal’s

messaging feature, read the How to Message Other Portal Users ANP Quick Reference

document in the Learning Centre, which is available from the Alberta Netcare Portal Login page.

c Click to report suspected

problems with the data being viewed. An

email with the attached record you are

viewing is sent to the appropriate source.

5 Either:

a Choose another clinical document to view.

b Click to collapse the clinical document

Tree.

c Click to return to

the patient demographic screen.

Nov 2018 ANP User Guide – How to View and Print a Single Clinical Document Page 23 of 29

of 29Nov 2018 ANP User Guide – How to View, Print and/or Chart Cumulative Result

How to View, Print and/or Chart a Cumulative Result

TO VIEW, PRINT AND/OR CHART A CUMULATIVE

RESULT:

Numeric lab values can also be viewed as a

cumulative result. Only results from the same

single source (point of origin) of the selected

test result are displayed.

For example, if you want to see a cumulative result for a Urea lab test performed in AHS-Calgary, the cumulative result will ONLY display values obtained from that zone’s data repository.

The default period for cumulative results

within Alberta Netcare Portal is 180 days.

1 In the Clinical Document Tree, select and open

the clinical document you are interested in.

2 Click the link at the top of

the screen.

Cumulative results are displayed in numbered

columns sorted by test date. The selected test

column is highlighted.

3 Review the results to determine their clinical

meaning. You can also:

a Click Print to print the cumulative result.

b Click Send to e-mail the result to another

Alberta Netcare Portal user. The recipient

requires the appropriate ANP User Role to

view the document.

c Click to report suspected

inconsistencies with the particular data

being viewed. An email, with the attached

record that you are viewing is sent to the

appropriate source.

d To view the cumulative result on a graph,

first select the check box of the test OR

click the select all check box, and then click

Graph.

To zoom into a date range, click and

drag on the dates on the top graph to

display on the graph below.

4 Click the result title link on the top of the graph

screen to return to the cumulative results table

format.

You can change the default cumulative results period in Common > My Details. Check the Getting Started in Alberta Netcare Portal User Guide in the

Learning Centre for further instruction.

of 29 Nov 2018 ANP User Guide – How to View, Print and/or Chart a Cumulative Result

Can I still view a cumulative result if

the “?” is tagged to the selected test?

A mismatch in a patient’s Date of Birth and/or

Gender between the Lab Results Data System and

the Alberta Health Services (AHS) Client Registry is

called a “demographic mismatch”, and is identified

in the Clinical Document Tree by the icon next

to the clinical document.

Abnormal results with a question mark icon willNOT be displayed in a graph generated from a

cumulative view.

How to Read a Patient’s Immunization History

The Immunization History record contains patient immunization events, including the date of the event, the

vaccine/antigen, and service location. Immunizations administered by Alberta Health Services across the province, along with other

publicly funded vaccines, such as Influenza vaccinations given at pharmacies, are captured in the patient immunization record.

To access a patient’s immunization history, select the Immunization History tab in the patient context menu.

Understanding the Immunization History record

Select to expand an immunization event, allowing you to view the code, antigen, and count of the selected

immunization. Collapse the event by selecting .

Indicates a demographic mismatch has occurred (date of birth or gender), and is under investigation.

Click Vaccination Code to sort results alphabetically, in ascending or descending order.

Click Immunization Date to sort immunizations by date, either chronologically or in reverse chronological order.

If the date of the immunization event was estimated and confirmed by a healthcare provider, Yes will display.

The age of the patient at the time of immunization displays in months and years for children (under 18 years), and in years

only for adults.

Not Effective will display if the vaccine was given outside the recommended immunization schedule

Yes will display if the patient has experienced an adverse reaction to the vaccine

Lists the location of the immunization event

Immunizations initially reported by a patient and confirmed by a healthcare provider will be indicated by Yes

Choose Print to print the patient immunization history as displayed

Select Data Inquiry to request investigation of a potential demographic or content mismatch displayed on the

patient’s immunization history which has not already been flagged with a question mark.

Note: If the immunization was given when the patient was a child, the immunization will be highlighted blue. If the immunization was given to an

adult, the immunization will be highlighted green. All influenza vaccinations will be highlighted pink.

Nov 2018 ANP User Guide – How to Read a Patient's Immunization History Page 26 of 29

Please refer to the data availability table for details on data contributors and submission frequency.

How to Message Alberta Netcare Portal Users

This Quick Reference provides instructions on how to use Alberta Netcare Portal’s messaging feature to

securely communicate with Alberta Netcare Portal

(ANP) users.

You can create and manage messages using the Clinical Portal Menu. You can also forward clinical documents to one or more users from within a patient’s EHR.

SSeennddiinngg aa NNeeww MMeessssaaggee

1 Click the bell icon located in the Global Menu.

Or click New Message in the Clinical Portal

Menu.

2 Either:

a Type the recipient’s full User ID in the

field.

b Click to open a User Search window.

You can now either:

Select your recipient from the

automatically generated list of Search

Results (use the Previous and Nextnavigation arrows to scroll through the

list).

Type the full or partial last name or User

ID of your intended recipient in the

appropriate box and then click Search.Select your recipient from the Search

Results (use the Previous and Nextnavigation arrows to scroll through the

list).

c Repeat Step a or b for additional recipients.

3 Complete the additional areas of the message

screen, including the Subject box and the choice

of message importance. Select the Request a

4 read receipt check box for confirmation that someone

has looked at your message.

5 Click the Send button.

TO SEND A NEW MESSAGE WITHIN THE PATIENT’S

EHR WITH A CLINICAL DOCUMENT ATTACHED:


2 Click the desired clinical document in the Clinical

Document Tree.

3 Click to e-mail the clinical document to another Alberta Netcare Portal authorized health care provider. The recipient requires the appropriate ANP User Role to view the document.

RReecceeiivviinngg aa MMeessssaaggee

Received messages are messages sent to you by another

Alberta Netcare Portal user. This could be a colleague or an administrator who wishes to broadcast a message to all

ANP users.

To access received messages click the bell icon located in

the Global Menu.

Or click Received Message in the Clinical Portal Menu.

Legend

Unread messages are indicated by a sealed

envelope.

Read messages are indicated by an open

envelope.

High priority messages are flagged with a red

exclamation mark located in the Global Menu

on the top right hand corner.

The number to the right of the bell icon indicatesthe number of unread messages.

Nov 2018 ANP User Guide – How to Message ANP Users Page 27 of 29

Alberta Netcare Portal Help Services

Nov 2018 ANP User Guide – ANP Help Services Page 28 of 29

WELCOME! You are now part of the province’s Electronic Health Record (EHR) — a secure way for physicians, pharmacists and other authorized health care providers to quickly access key patient information, be alerted to potential drug conflicts and reduce treatment delays.

Only authorized users can access a person’s medical and demographic data. Alberta Netcare Portal (ANP) access is based on your user role and profession. Access permissions and other security

credentials are set up to ensure you have enough information available for you to do your job, and that information is accessed only on a need to know basis.

Where Do I Go for Help?

1. Use the context-sensitive Help Textprovided within Alberta Netcare Portal’sGlobal Menu. The Help Text provides helpcontent related to the ANP page you arecurrently viewing. As a new user, read the“Using Help” page first!

2. Person Directory (PD), PharmaceuticalInformation Network (PIN), DiagnosticImage (DI) Viewer and Delivery SiteRegistry (DSR), all available from withinANP, have their own Help menu within theapplication.

3. The Help Desks (Provincial Help Desk andAlberta Health Services) are on hand toassist you, especially if you have lockedyourself out of ANP and need your passwordreset.

1. The Training Environment, accessed throughthe ANP Login page, provides anopportunity to practice viewing/updatingEHR data.

2. The Alberta Netcare Learning Centre, accessedthrough the ANP Login page, provideslearning resources for new and experiencedusers.

HELP DESK PHONE NUMBER eHealth Support Team 1-855-643-8649 (toll-free)Alberta Netcare Help Desk (Provincial)

780-412-6778 (local)877-931-1638 (toll-free)

Addictions & Mental Health 780-422-2336

Alberta Mental Health Board 780-735-4357

Alberta Cancer Board

780-432-8885 (Edmonton)

403-521-3087 (Calgary)

877-280-8380 (after hours)

AHS North Zone – Ft.

McMurray (Northern Lights) 780-791-6140

AHS North Zone – Grande

Prairie (Peace Country) 780-538-7569

AHS North Zone – Westlock

(Aspen) 866-967-5068

AHS Edmonton Zone

(Capital) 780-735-4357

AHS Central Zone – Camrose

(East Central) 780-608-2282

AHS Central Zone – Red Deer

(David Thompson) 403-343-4815

AHS Calgary Zone 403-310-3111 (local)

866-513-3671 (toll-free)

AHS South Zone – Lethbridge

(Chinook) 403-388-6235

AHS South Zone – Medicine

Hat (Palliser) 403-529-8952

Health Information Act (HIA) 780-427-8089

Shared Data Centre (SDC) 403-343-4815

Remote Access Team 1-844-542-7876

Nov 2018 ANP User Guide – ANP Help Services Page 29 of 29

What Help Resources are Available in the Alberta Netcare Learning Centre?

The Getting Started in Alberta Netcare Portal User Guide is available in the Learning Centre. Additional learning resources for EHR applications, such as Alberta Netcare Portal (ANP), Person Directory (PD), Pharmaceutical Information Network (PIN), Delivery Site Registry (DSR) and Diagnostic Image (DI) Viewer are also available on the site. You can also plan your learning according to your Alberta Netcare Portal (ANP) User Role — choosing a learning path that fast-tracks you to those resources specific to your learning needs.

How do I use the Learning Centre?

1 Click the Learning Centre link on either the Alberta Netcare Portal Login page or the Training Environment Login page. The Alberta Netcare Learning Centre homepage opens.

To access the Alberta Netcare Learning Centre by URL, enter www.albertanetcare.ca/learningcentre in your web browser.

2 Is this your first time using Alberta Netcare Portal? Click the Alberta Netcare Portal tab on the Learning Centre home page. Click on User Guide on the sidebar navigation and access the User Guide for Getting Started in Alberta Netcare Portal.

3 Click Learn by Role to view learning resources specific to your ANP User Role.

4 Explore a specific component of Alberta Netcare by using the top navigation tabs. In each component you will find Quick Reference documents, User Guides, FAQs, eDemos, and other important information.

Don’t know how to change your password? Forgotten how to configure your Homepage into windowlets?

The Alberta Netcare Learning Centre provides you with answers to typical questions, as well as step- by-step instructions to help you integrate Alberta Netcare into your busy workflow. Click on the Alberta

Netcare Portal Frequently Asked Questions to access common questions and answers.

http://www.albertanetcare.ca/learningcentre

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