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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

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)

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

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
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