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Preparing to Upgrade Allscripts EEHR v10 to v11 Note

Preparing to Upgrade Allscripts EEHR v10 to v11 Note. Christine Smith Stetler, RN, CPC MD Solutions, Inc. Concepts Covered. Preparation- what should you do NOW Engaging providers early Note based Physician Advisory Group Tips regarding analysis of your current configuration

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Preparing to Upgrade Allscripts EEHR v10 to v11 Note

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  1. Preparing to Upgrade Allscripts EEHR v10 to v11 Note Christine Smith Stetler, RN, CPC MD Solutions, Inc

  2. Concepts Covered • Preparation- what should you do NOW • Engaging providers early • Note based Physician Advisory Group • Tips regarding analysis of your current configuration • Translating your current build into v11 • v11 Note building features you should take advantage of

  3. Take a deep breath…… You cannot find peace by avoiding life. Virginia Woolf

  4. Before You Board the Plane, Train, Bus or Car to Illinois, North Carolina, etc • Lay 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, etc • Know the frequently used Text Templates • Know the frequently used Mtemplates • Know 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

  5. Preparation

  6. RIGHT NOW • If you use or purchased Forms • Go look at them NOW!!!!! • ‘Wrangling’, centering, aligning—these are all concepts you will use in Form development

  7. 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 as Carrie Bradshaw, Sex and the City

  8. Engaging Providers

  9. NEVER TOO EARLY • Host ‘lunch and learns’ • Host a coffee bar • Start getting v11 Note in front of the providers and staff as quickly as possible • Start with ‘wow’ factors first • Forms reading left to right • Multiple outputs available • Chart tabs at their fingertips while in NAW

  10. PAG/PUG Note Decision Makers • If you have a PAG/PUG start here • The Note PAG/PUG should hold the respect of their peers and a strong interest in Note • Your site visits mentioned previously should include keeping your eye on potential candidates • Group Decisions: ROS, PE (Brief Forms), Auto Config, workflow • Specialty Based Decisions: HPI, PE (Comprehensive Forms), Procedure Forms, Plans

  11. PAG/PUG Note Decision Makers • Develop a Project Plan • Be specific in what is needed from the PUG/PAG • Review • Mark up • Feedback • Develop a Communication Plan/Strategy • Shared communication site (ex. SharePoint) • E-mail review • SCRUM • Meetings

  12. Current Configuration

  13. Reviewing Current Configuration • SSMT, SSMT, SSMT • Document Types • Sort by Active/Review with PAG/PUG • Templates • Sort by Specialty/Review with PAG/PUG • Know what is actually being used • Custom report writing • Analysis of chart notes

  14. 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

  15. Translation to v11

  16. Translation to v11 • Document Types- will move smoothly • Text Templates- will move- CAUTION advised • Behavior of Text Templates in v11 not exactly like v10 • Give strong consideration to change over to Forms • Mtemplates- Medcin yes/Template no • Mtemplates are now forms • Forms give the ability to create labels, use Medcin and use free text • Medcin rendering can also be edited to something more clinician friendly

  17. Translation to v11 • Text Templates • Still called ‘Text Templates’ • Do not have the same ‘feel’ in v11 • The Text Template ‘fall back’ option may not be needed • Mtemplates • Essentially now Note Forms • ‘Deep Dive’ GONE, left to right horizontal set up • No longer ‘married’ to Medcin’s exact verbiage • Note Definitions • Now Note Templates • New TOC Options • Misc Sections now need to be translated- start mapping • Up side- you can add your own note sections- USE CAUTION

  18. Translation to v11 • Do Not Work in a Vacuum • Work with PAG/work on expediting approvals • Ask PAG members to offer to ‘take call’ for quick questions • Work on the Quick Wins/Heavy Hitters FIRST • ROS • PE • Procedures • Do not get ‘hung up’ on low use/high development time forms

  19. Tips & Tricks

  20. Tips & Tricks • DEBUG- your new BFF • Check your rendering AS YOU BUILD • Quickly find rendering errors (typos, flow issues, ordering issues, etc) • SNIPPING TOOL- your second new BFF • Better screen capture • Capture only what you need to maximize visibility • Allows more room for ‘mark up’ when presented to PAG/PUG • CMT- 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

  21. Questions

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