Christine Smith Stetler, RN, CPCMD 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

Take a deep breath……

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