Clinical ehr reminders
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Clinical (EHR) Reminders. Activation and GUI Set Up. Where to find reminder parameters. RPMS-EHR Master Configuration Menu ***used in Activation Instructions →REM→PAR (several) → TIU→PAR→REM (one) REM Reminder Managers Menu [PXRM MANAGERS MENU]

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Clinical (EHR) Reminders

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Clinical ehr reminders

Clinical (EHR) Reminders

Activation and GUI Set Up


Where to find reminder parameters

Where to find reminder parameters

RPMS-EHR Master Configuration Menu ***used in Activation Instructions

→REM→PAR (several)

→ TIU→PAR→REM (one)

REM Reminder Managers Menu [PXRM MANAGERS MENU]

→ CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION]

XX General Parameter Tools ... [XPAR MENU TOOLS]

Cheat sheet provided in course materials:

Clinical (EHR) Reminders - set up_parameters.doc


Reminder menus

Reminder Menus

Reminder Configuration menu [BEHORM MAIN]

From RPMS-EHR Configuration Master Menu

REM → PAR [BEHORM PARAMETERS]


Reminder menus1

Reminder Menus

Reminder Manager Menu [PXRM MANAGERS MENU]

→CP CPRS Reminder Configuration [PXRM CPRS CONFIGURATION]

***Mental Health is not used in IHS***


Activating reminders

Activating Reminders…

  • You MUST perform steps in the exact order

  • You MUST log out and back in when instructed

  • You MUST select a patient to see the reminder icon active


Step 1 install 2 reminder from reminder exchange

Step 1: Install 2 Reminder from Reminder Exchange

Install at least the following 2 reminders from Reminders Exchange

  • Immunization forecaster

  • Weight or Height


Step 2 set first 3 parameters

Step 2: Set first 3 parameters

1. Reminder GUI Resolution Active

Activated GUI reminder

2. EHR Cover Sheet Reminder List

Set the initial EHR side display for the purposes of activating the system. You will override this in a later step but this step MUST be done

3. Allow EHR Configuration in GUI

Sets permission for CAC to configure the EHR display through a GUI menu


Step 2 parameter 1

Step 2: Parameter 1

BEH → REM→ PAR → ACT Reminder GUI Resolution Active

Reminders Active may be set for the following:

1 User USR [choose from NEW PERSON]

2 Service SRV [choose from SERVICE/SECTION]

3 Division DIV [DEMO HOSPITAL]

4 System SYS [DEMO.MEDSPHERE.COM]

Enter selection: 4 SYSTEM

--------------- Setting Reminders Active for System ---------------

REMINDERS ACTIVE: Y


Step 2 parameter 2

Step 2: Parameter 2

BEH → REM→ PAR → CVR EHR Cover Sheet Reminder List

Clinical Reminders for Search may be set for the following:

1 User USR [choose from NEW PERSON]

2 Location LOC [choose from HOSPITAL LOCATION]

3 Service SRV [choose from SERVICE/SECTION]

4 Division DIV [DEMO HOSPITAL]

5 System SYS [DEMO.MEDSPHERE.COM]

6 Package PKG [ORDER ENTRY/RESULTS REPORTING]

Enter selection: 5 SYSTEM

----------------  -----

1         IHS-IMMUNIZATION FORECAST must be first, use #1

5          IHS-WEIGHT select one that will be applicable to most patients


Step 2 parameter 3

Step 2: Parameter 3

BEH → REM→ PAR → CFG –  Allow EHR Configuration in GUI

100 User USR [choose from NEW PERSON]

200 Class CLS [choose from USR CLASS]

300 Division DIV [DEMO HOSPITAL]

400 System SYS [DEMO.MEDSPHERE.COM]

Enter selection: 100 User NEW PERSON ←set for user or CAC class

Select NEW PERSON NAME: user,demo USER,DEMO

-- Setting Can configure reminders within GUI for User: USER,DEMO ---

Can configure reminders within GUI: YES//


Step 3 configure gui display

Step 3: Configure GUI display

LOG OUT THEN LOG BACK IN

  • Select patient

    Your clock should spin then show up without the X!!!


Step 3 configure gui display1

Step 3: Configure GUI display

  • Go to the GUI

  • Click on the reminder icon

  • Click on the Action Menu

  • Choose the last item- Edit Cover Sheet Reminder List


Step 3 configure gui display2

Top section shows how the reminders are set up

Middle section allows the CAC to assign reminders by the different groups

Left lower area is the list of available reminders

Right lower area is the assignment for the chosen level

Step 3: Configure GUI display


Step 3 configure gui display3

Click on SYSTEM, highlight any reminders on the lower RIGHT window and use the lower arrow to move the items back to the LEFT.

Click APPLY

Step 3: Configure GUI display


Step 3 configure gui display4

Once you have moved all reminders over to the left, begin to move the NEW reminders back over to the RIGHT.

The first reminder you need to move over is IHS-IMMUNIZATION FORECAST, change the sequence number to 1

Click APPLY

Step 3: Configure GUI display


Step 3 configure gui display5

Now click on User or User Class and begin to move over reminders you want to test. This way, reminders will be ON but only those you want to initial test the reminders will see any reminders except the Immunization Forecaster.

Click APPLY

Click OK

Step 3: Configure GUI display


Step 4 set new reminder parameter

Step 4: Set New Reminder Parameter

LOG OUT OF EHR AND LOG INTO RPMS

Set the New Reminder Parameter

BEH → REM→ PAR → NEW – New Reminder Parameters

Use New Reminder Parameters may be set for the following:

1 User USR [choose from NEW PERSON]

2 Service SRV [choose from SERVICE/SECTION]

3 Division DIV [DEMO HOSPITAL]

4 System SYS [DEMO.MEDSPHERE.COM]

5 Package PKG [ORDER ENTRY/RESULTS REPORTING]

Enter selection: 4 System DEMO.MEDSPHERE.COM

---- Setting Use New Reminder Parameters for System: DEMO.MEDSPHERE.COM ----

USE NEW REMINDER PARAMS: YES//


Step 5 verify parameters set

Step 5: Verify parameters set

LOG INTO EHR as yourself

Select patient

The EHR “sees” and “displays” the GUI configured list of reminders you set for yourself/CAC

Ask another user to LOG INTO EHR

Select patient

The EHR should “sees” and “displays” the GUI configured list of reminders you set for System level (Imm Forecaster)


Beyond the initial set up

Beyond the initial set up…


Gui inactivate

The new one is put in at a higher sequence

Can be changed

If no longer used, remove button puts a – before the reminder but doesn’t “remove” it.

Hit apply

GUI - inactivate


Gui reactivate

To reactivate a reminder

Highlight the item with the – sign

Click Add and it becomes active

If its LOCKED, only the person placing the lock can remove it

GUI - Reactivate


Reminders default folder view orqqpx reminder folders

This is the possible list

XX Menu: ORQQPX REMINDER FOLDERS

ORQQPX REMINDER FOLDERS may be set for the following:

1 User USR [choose from NEW PERSON]

3 Service SRV [choose from SERVICE/SECTION]

4 Division DIV [TUBA CITY HO]

5 System SYS [demo.ciainformatics.com]

6 Package PKG [ORDER ENTRY/RESULTS REPORTING]

---- Setting ORQQPX REMINDER FOLDERS for System:

Visible Reminder Folders: DANEO// ?

Visible Folders - D=Due, A=Applicable, N=Not Applicable, E=Evaluated, O=Other.

Visible Reminder Folders: DANEO//

Reminders – Default folder viewORQQPX REMINDER FOLDERS


How to set up other categories folder

How to set up “Other Categories” folder

  • Create category (folder)

    Add/Edit Reminder Categories

    • EHR Menu: REM-PAR-CAT or

    • CPRS Menu: CA

  • Set up who sees what folders

    EHR Lookup Categories

    • EHR Menu: REM-PAR-LKP

    • CPRS Menu: CL


  • Create categories folder

    Can setup your own groups of reminders

    Click on the Reminder Icon

    They show up in the OTHER folder

    Helps delegate work

    Create Categories (folder)


    Create categories folders

    EHR Menu: REM-PAR-CAT

    CPRS Menu- CA

    You can add a category of your choice

    Then you add the reminders that you wish to be in that category

    Create Categories (folders)


    Now set up who sees what folders

    Now set up who sees what folders…

    Parameter to add the category to the GUI view

    EHR Menu: EM-PAR-LKP EHR Look Up Categories CPRS Config Menu: CL – CPRS Lookup Categories

    XX menu: PXRM CPRS LOOKUP CATEGORIES

    • Reminder Categories for Lookup may be set for the following:

      1 User USR [choose from NEW PERSON]

      2 Location LOC [choose from HOSPITAL LOCATION]

      3 Service SRV [choose from SERVICE/SECTION]

      4 Division DIV [TUBA CITY HO]

      5 System SYS [demo.ciainformatics.com]

      6 Package PKG [CLINICAL REMINDERS]

      Setting Reminder Categories for Lookup for System: demo.ciainformatics.com

      Select Display Sequence: ?

      Display Sequence Value

      ---------------- -----

      1 IMMUNIZATIONS

      2 DIABETIC

      3 ASTHMA


    Additional set up

    Additional Set up…


    Progress note headers

    Progress Note Headers

    This is “canned” text that appears in the progress note to let the user know the text came from the computer

    ***CAUTION*** This changes is for ALL reminders!

    EHR Menu: REM-PAR-PNH

    CPRS Menu: PN

    XX Menu: PXRM PROGRESS NOTE HEADER

    • Progress Note Header may be set for the following:

      1 User USR [choose from NEW PERSON]

      2 Location LOC [choose from HOSPITAL LOCATION]

      3 Service SRV [choose from SERVICE/SECTION]

      4 Division DIV [TUBA CITY HO]

      5 System SYS [demo.ciainformatics.com]

      6 Package PKG [CLINICAL REMINDERS]

    • Enter selection: 6 Package CLINICAL REMINDERS

    • Parameters set for 'Package' may be replaced if CLINICAL REMINDERS

      is installed in this account.

      ------- Setting Progress Note Header for Package: CLINICAL REMINDERS -------

      PROGRESS NOTE HEADER: CLINICAL REMINDER ACTIVITY Replace


    Default outside location

    Default Outside Location

    If documenting data done at an outside location, this parameter allows you to setup a list of choices for your Dialog

    EHR Menu: REM-PAR-LOC

    CPRS Menu: OL

    XX Menu: ORQQPX DEFAULT LOCATIONS

    Default Outside Locations may be set for the following:

    1 User USR [choose from NEW PERSON]

    3 Service SRV [choose from SERVICE/SECTION]

    4 Division DIV [TUBA CITY HO]

    5 System SYS [demo.ciainformatics.com]

    6 Package PKG [ORDER ENTRY/RESULTS REPORTING]

    Enter selection: 5 SYSTEM

    • Select SYSTEM: DEMO HOSPITAL

      --------- Setting Default Outside Locations for DEMO HOSPITAL ---------

      Select Display Sequence: ?

      Display Sequence Value

      ---------------- -----

      1 CROW

      2 CVS PHARMACY

      3 HEALH DEPARTMENT

      4 PRIVATE DOCTOR'S OFFICE


    Position reminder text at cursor

    Position Reminder Text at Cursor

    EHR Menu: REM-PAR-POS

    CPRS Menu: PT

    XX Menu: ORQQPX REMINDER TEXT AT CURSOR

    Position Reminder Text at Cursor may be set for the following:

    1 User USR [choose from NEW PERSON]

    3 Service SRV [choose from SERVICE/SECTION]

    4 Division DIV [TUBA CITY HO]

    5 System SYS [demo.ciainformatics.com]

    Enter selection: 5 System demo.ciainformatics.com

    Setting Position Reminder Text at Cursor for System: demo.ciainformatics.com

    REMINDER TEXT AT CURSOR: ?

    Insert Reminder Dialog Generated Text at Cursor Location.

    Select one of the following:

    0 NO

    1 YES

    REMINDER TEXT AT CURSOR: ??

    Allows text generated by a reminder dialog, when processing a reminder,

    to be inserted at the current cursor location instead of at the bottom

    of the note.


    Person class

    Person Class

    • Reminders uses the Person Class field in the New Person file to determine who can resolve reminders.

    • This is part of the edit a user. There are hundreds of person classes.

    • Every user just needs to have one


    Person class1

    Person Class


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