clinical user guide revised april, 2018 · 2019-09-23 · beacon shows all essential phi including...

Download Clinical User Guide Revised April, 2018 · 2019-09-23 · Beacon shows all essential PHI including name, date of birth, visit type, admission and discharge date, and facility information

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  • Clinical User Guide

    Revised April, 2018

  • 2

    Table of Contents

    HIE Basics

    I.

    II.

    Applications Dashboard

    III. -7

    IV.

    a. -10

    b. -14

    c.

    d. Lab -17

    i. -19

    ii. -21

    iii.

    iv.

    e.

    i. Search

    V. -25

    a. -30

    b. -34

    VI.

    a. Sending messages

    b.

    c.

    d.

  • 3

    I. Logging into Camden HIE

    To access the Camden HIE use the link below: https://camdenhie.careevolution.com/CamdenHie/

    Enter your username and password (displayed below)

    https://camdenhie.careevolution.com/CamdenHie/

  • 4

    II. Basic Home View

    The home view gives a generalized view of everything you might need when

    entering the HIE including access to patient lists, beacon reports, and the inbox

    to all HIE sent or received messages.

  • 5

    III. Steps to Access My Patient Lists

    Click on My Patient Lists

    Simple Census - generic

    display of any and all relevant

    patient health information

    (PHI)

    My Census - Displays

    specific/targeted patients that

    you may currently be engaging

    or wish to engage

  • 6

    Enter the demographics to search for the patient.

    Note: The default view will show the simple census. You must click the drop

    box and select to look at your specific panel of active patients

    and their respective PHI.

    You can also search a patient by only entering the first few letters of their first

    or last name and ending it with an asterisk (*) at the end. This will provide a

    list of results that is identical to or contains the characters entered for

    searching a patient.

    Census Search Criteria

    Use this search to look for

    specific PHI. You can

    search by MRN, or Last

    Name and First Name, or

    Date of Birth.

  • 7

    To add a patient to my census, hover the mouse over the patients name and

    right- Add to My

    Census located at the bottom. In addition, the list contains

    additional options as an easier navigation to view specific sections of the

    symbol at the right end of each row.

    Recent Admissions.

  • 8

    IV.

    a. Dashboard

    Dashboard is the default tab. The Dashboard offers providers a high-level

    -to-read, comprehensive view.

    Problems, Encounters, Medications, Reports, Lab Results, Providers,

    Immunizations, and Allergies are included by default.

    i. Place your mouse over the patients MRN, address or allergies to trace

    back where the information is coming from

  • 9

    ii. When Status shows active it means that the Camden Coalition is

    currently in contact with the patient. An extension (ext.) of the lead

    Coalition care manager would be listed to encourage other HIE users

    to coordinate care with the Coalition staff.

    iii. Options are provided at the bottom of each grid on Dashboard:

    - The grid can be reloaded or refreshed

    - The grid can be expanded

    - You can look for specific information within the grid

    - You are able to print details from the grid

  • 10

    b. Timeline

    procedures, and medications across clinical encounters.

    available within the HIE. By default, the top row of the timeline begins with

    However, to improve performance, only the most recent 24 months of data

    will be displayed in the summary when the page loads. Any history prior to

    the default time period is represented by the faded portion of the colored

    line.

  • 11

    Click on the plus sign to view additional information listed under the primary

    problem.

    You can a filter by data source.

  • 12

    You can drag the arrow on either end of the timeline to narrow the timeline to view a

    specific period. For instance- dragging the timeline to focus on all primary problems for

    a)

    b)

    The bottom row of the timeline is an expanded representation of the same time period.

    Dragging the edges of the date range on the top row increases or decreases the visible

    date range of the summary.

  • 13

    Detailed Information

    Each data point within problems, providers, and procedures is represented on

    the longitudinal summary by one of the following icons to indicate the type of

    encounter for each. Medications are represented by a purple capsule-like

    icon.

    i. You can click on any icon within the Timeline tab, and a box will pop up with

    detailed information about that specific encounter.

  • 14

    You can also click on the drop down menu for medications and select by class to view

    the type of medication.

    a)

    b)

  • 15

    c. Reports

    The Reports section includes all available text-based reports such as:

    history and physicals, consults, ED reports, office visits, operative notes,

    imaging studies (radiology), and other correspondence regarding the

    patient.

    Click the title to display the text of the report. The contents will be

    displayed to the right of the list.

  • 16

    d. Lab Trends

    The Lab Trends tab is useful in viewing the trend of a condition over time.

    It is configured in descending timeline order with one result displayed per

    column, by default. The display may be configured by result type and time.

    Enter the date into the Date box at the top-right of the screen or use the

    date picker to search for results on a specific date. The directional buttons

    in the top left and right-hand corners allow you to scroll through the

    columns of results.

  • 17

    The figure below are red points along the top of the timeline that represent

    lab results.

    Placing the cursor over a result will display additional details. This

    includes any additional values that falls between the minimum and

    maximum values.

  • 18

    i. Hierarchy Options

    Hierarchy Options allow users to customize the sequence and

    grouping of the Labs display.

    Add New Hierarchy to create your own configuration.

    Time compression may be set to daily, weekly, monthly, quarterly,

    or yearly. Greater time compression (e.g. quarterly or yearly) might

    be more helpful in tracking the progression of a disease of longer

    periods of time, while a lesser time compression (daily or weekly)

    would be more appropriate when viewing results from an acute

    episode or single encounter.

    If a specific lab result exists more than once during the selected

    time compression, the row will show the min and max values of

    that lab result during that time period.

  • 19

    Checking the Report-based box organizes labs as they were

    ordered/resulted (i.e. in a Report form), not by the selected

    hierarchy. For example, checking this box groups related analytics,

    such as Hemoglobin, Hematocrit, and WBCs together. If

    unchecked, the labs will appear per the hierarchy options.

    ii. Page Actions

    Page Actions allow users to customize their current view of Labs. Panel

    Shortcuts facilitate navigation.

    Checking Display Most

    Recent Column inserts a

    column with the most

    recent result of each lab

    panel currently displayed to

    the left of all columns.

    Organize All Panels

    allows drag-and-drop

    organization of the lab

    panels. For example, after

    checking this box, you can

    grab the CBC Basic panel

    with your mouse and move

    it to a lower position.

  • 20

    Graphing lab results is possible by checking at least one box for a panel

    or the individual items within a panel and then clicking the Graph

    Checked Row Lab Data button. You can check off more than one box as

    well.

  • 21

    Graph for Glucose

    Graph for Potassium and Sodium Level

    Filter Results

    the lab will be displayed. After viewing the filtered results, click on the

    Remove Filter button that is displayed above the first lab panel.

  • 22

    iii. Legend

    Legend indicates the values other than normal lab results.

    iv. Panel Shortcuts

    Clicking on any of the Panel Shortcuts in the lower left-hand corner of the

    page will take you directly to the desired panel, instead of scrolling through

    the panels displayed above it.

  • 23

    e. Lab Reports

    The Lab Reports tab provides, in a modified format, the same information

    found in the Lab Trends tab. Results are defined by panel and ordered by

    date, starting with the most recent.

    i. Search Options

    The search bar allows users to filter panels by a specific lab value, where

    the labs were drawn, and the observation date.

    Note: Print Selected Lab Reports

    You can select the desired lab reports by clicking the check boxes for

    each and print. All lab reports that are printed will also have the CHIE

    watermark at the top of each page.

  • 24

    V. Beacon Surveillance

    Beacon Reports can be accessed for certain patients through the Analytics tab

    located at the top or it can also be found in the Basic Home View (main

    dashboard), specifically in the Analytics section.