1. Login to your Epic instance [ORCA, WAMT, or AK]

2. Open your SmartPhrase Manager

Epic button>Tools>SmartPhrase Manager

3. Click the “Go” button next to your name

5. Click “New” at the top of your My Phrases screen

Creating Telehealth Scheduling SmartPhrase for Crisis Virtual Visit

6. Name the SmartPhrase for your clinic/department [1]Example: TELEPRIMARYCARESCHOLLS

7. Add description as shown in box [2]Example:For Primary Care SCHOLLS “Use Me”

8. Then copy and paste the SmartPhrase updated 6/12/2020 template you were provided on word document.

The content will display as shown in the screenshots to the right here.

9. Copy the hyperlink for the educational step by step instructions (1) and open the tool drop down menu by clicking the star in your smartphrase editor and selecting “Insert Hyperlink”. **Note if you don’t see this in your recent, please click “All Other Tools” and you should find it there.

10. Paste the educational link in the link address box (1), then type “Click here for step by step instructions on how to set-up your device” in the Display text box (2). Finally click Accept (3).

11. The smartphrase content will now look like this to the right

**leave this SmartPhrase open for now

12. Now it’s time to create the SmartList that will be embedded in your SmartPhrase. Click on SmartLists on the upper left corner of your screen

13. Click “Create SmartList” and name it the same as your SmartPhrase

Example from above:TELEPRIMARYCARESCHOLLS

14. Type in your list of providers and copy and paste their associated ZOOM LINK with Epic embedded smartlink code.

15. See the EXAMPLE with Dr. Daniel Wester to the right- you will need to paste your provider’s link in the highlighted area shown. Please be careful to paste directly between the ( ) with the correct link.

**Someone from the TeleHealth team will provide you with a list of Providers and their Zoom Links

Dr. Daniel Wester: Click the following link to start your video visit, {:LNK,MYCHARTHYPERLINK(https://psjhealth.zoom.us/j123456789?pwd=STZmodxk22Mkwshh)}

16. Be sure your selection option on the right has “SINGLE” selected [2]

17. Share this SmartList with the following four people from the TeleHealth team [3]:a. Tiller, Sarahb. Lorimer, Timothy c. Bruce-Carothers, Rachel Rd. Sims, Cameron

18. Check the “Can Edit” box for all four of them [4]

19. Once you have all of them listed, click SAVE [5] and ACCEPT [6] out of this screen20. Click back into your open SmartPhrase

21. Click down below step #6 under day of your appointment in the smartphrase and create a couple spaces. [1]

22. Then click in the “insert SmartList” and type the name of your SmartList then hit ENTER [2]

23. Confirm this is the correct SmartList with your provider names and their Zoom Links, then hit ACCEPT

24. The SmartList will now be in that space below #6

25. To confirm it pulls up the correct provider list, move your cursor in front of the brackets { and hit F2 to pull up your Yellow colored list of providers.

**If the list is blue instead of yellow, you will need to go back into your SmartList and double check your Selection Type is SINGLE and not MULTIPLE 26. Add the appropriate staff to share this with, and be sure to select the check box “can edit” if you want them to also be able to share this.

27. Once you get those staff listed, SAVE and your SmartPhrase done.