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Before we Begin. Practice Logging in to ensure your password works appropriately Once you have logged in, select the status board Select Lists Select Find Patient by Inpatient Location Select Test IP Location Find patient: EMR TEST Launch the Open Chart Click MAR

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before we begin
Before we Begin
  • Practice Logging in to ensure your password works appropriately
  • Once you have logged in, select the status board
  • Select Lists
  • Select Find Patient by Inpatient Location
  • Select Test IP Location
  • Find patient: EMR TEST
  • Launch the Open Chart
  • Click MAR
  • Enter your PIN – Make sure you know your PIN
    • If you need to reset your PIN – Please call the support center x 4031

Meditech 6.0 Upgrade


Session I

  • PCS: Patient Care System
    • Care Planning
    • Intervention and Outcome Documentation
    • Medication Documentation
    • Notes
  • MAR: Medication Administration Record
    • Medication Administration Documentation
  • BMV: Bedside Medication Verification
    • Scanning Medication Barcodes to verify 5 Rights
  • EMR: Electronic Medical Record
    • Review clinical documentation
  • OM: Order Management
    • Enter Orders
  • PCS: Patient Care Systems
    • Overview
    • Status Board
    • Worklist
    • Care Planning
    • Documentation Functions
  • OM: Order Management
    • How to Enter Orders
    • Clinical Data Screen
  • EMR: Electronic Medical Record
    • Reviewing patient information

Video Demonstration I

New Admission and Care Plan Process

New Admission and Care Plan Process

nursing main menu
Nursing Main Menu
  • List of Routines and Reports
  • PCS Status Board will provide most nursing care routines
  • Additional routines will be covered in more detail in Session II
pcs status board
PCS Status Board

Patient Assignment List

  • Patient Assignment List/Home Page
  • Displays Pertinent Patient Information
    • Relevant to the particular patient location
      • ie: Psych, MedSurg, Rehab, etc
  • Continuously Refreshes with new information (every 5 minutes)
  • Launching pad to various patient care routines

Status Board Function Buttons

Patient Care Routines & Function Buttons

my list
My List
  • Manually Add Patients to your list
    • Pts are Retained From One Log-on to the Next
  • Discharged Patients Remain on your Status Board until manually removed
    • Enables Care Provider to Complete Documentation even after the patient has left the facility
  • Manually Remove Patient from your List
    • Once you have Completed your Documentation and the patient has been discharged (or you are leaving for the day)
  • The more patients on your List the longer the status board will take to load
adding patients to your list
Adding Patients to your List
  • [Lists] Button provides options to search for and add patients to your List
    • Find Account
      • Search for single patient by patient name
    • Find Patient by Inpatient Location
      • Provides a list of patients admitted to each location
      • Provides the ability to add multiple patients to your list at one time
      • Preferred method
    • My List
      • Launches your patient assignment list

Video Demonstration II

PCS Status Board

PCS Status Board

exercise a find patient by location
Exercise A: Find Patient by Location
  • Click [Lists]
  • Click [Find Patient by Inpatient Location]
  • Select [Test MVH IP Location]
  • Click [Assignments] - Right hand panel
  • Place a checkmark to the left of the following patient’s names
  • Click [Add to My List] -Footer Button
  • Click [Lists] - Right hand panel
  • Select [My List]
  • Confirm that both patients have been added to your assignment list
exercise b find patient by account
Exercise B: Find Patient by Account
  • Click [Lists]
  • Click [Find Account]
  • Type Patient’s Name (Last Name, First Name)
    • Use the first Patient on the card taped to your PC.
  • Click to the select the patient account
    • Select the Account Number with the Admin In Registration Type
    • The status Board will Appear
  • Click [Add to My List] – Footer Button
  • Click [Lists]
  • Select [My List]
  • Confirm this new patient has been added to your List
open chart1
Open Chart
  • All Inclusive Nursing Care Routine
    • Review Patient Data
    • Complete Assessment, Outcome, and Medication Documentation
    • Enter Orders
    • Enter Allergies and Home Medications
open chart2
Open Chart
  • EMR Electronic Medical Record
    • Review Patient Data
  • OM Order Entry
    • Enter Orders
  • PCS Patient Care System
    • MAR Medication Administration Record
      • Document Medications
    • Care Planning
      • Add the Care Plan
    • Worklist
      • Intervention & Outcome Documentation
    • Write Note
  • Clinical Data
      • Enter Allergies
      • Enter Home Medications
      • Enter/Review Patient information




open chart patient header
Open Chart: Patient Header

Medical Record Number

Age, Sex DOB


Location, Room, Bed

Code Status


Admit Status

Account Number

ob worklist
OB Worklist


  • Open Chart defaults to the worklist tab
  • Documentation Routine
    • Interventions, Assessments, & Outcomes

Open Chart Routines

Worklist Functions

worklist ob standard of care
Worklist: OB Standard of Care
  • Upon registration a Standard of Care Automatically defaults
  • Location Specific List of Interventions
adding the plan of care
Adding the Plan of Care
  • In Meditech, the first step for a new admission is to add the Care Plan
  • Select a location specific Care Plan
    • Includes Problems, Outcomes, Interventions common to any patient admitted to the particular location
    • Once the patient has been fully assessed the Care Plan will be individualized
ob delivery care plan
OB Delivery Care Plan
  • Location specific Care Plan includes documentation common to any patient admitted to the particular Location
  • Care Plan Components
    • Admission, Daily, and Physical Assessments
    • Pain


Physical, and Daily Assessments


after delivery
After Delivery…

The specific focus of care selection for delivery (Vaginal, C/S, Perinatal Loss) will add:

  • Appropriate Recovery Documentation
  • Appropriate PP Shift Documentation
  • Appropriate Teaching Records
  • Discharge Documentation
newborn care plan
Newborn Care Plan
  • Location specific Care Plan includes documentation common to any patient admitted to the particular Location
  • Care Plan Components
    • Admission, Daily, and Physical Assessments
    • Pain
    • Feeding & Elimination
    • Discharge


Physical, and Daily Assessments


Feeding & Elimination


  • Interventions and Outcomes will display on the worklist as added with the Plan of Care
  • Clicking the Frequency header will sort the list by frequencies
    • This will help to clarify which interventions are to be documented upon Admission

Video Demonstration III

Open Chart/Worklist/Add Care Plan

Open Chart Worklist Add Care Plan

exercise c open chart worklist care plan
Exercise C: Open Chart/Worklist/Care Plan
  • Use the first TEST Patient on your PC paper
  • Click [Lists]
  • Select [My List]
  • From your Assignment list, click to the left of the patient’s name to Launch the Open Chart
  • Confirm the Standard of Care list automatically defaults to the worklist
  • Click [Plan of Care] – Right Hand Panel
  • Click [Add] – Footer Button
  • Select Care Plan: OB DELIVERY Plan
  • Click [Save] – Footer Button
  • Review the Care Plan Components
  • Click [Worklist]
    • Confirm the Interventions and Outcomes from the plan of care appear on your worklist
  • Click the frequency header to sort the worklist by frequencies
    • This will highlight which interventions should be documented on admission
admission documentation
Admission Documentation
  • The next step in the care planning process is to complete all admission documentation and physical assessments
  • Admission Assessments display separately on the worklist
    • Provides clarity as to which assessments have been documented vs. those that have not
    • Provides the ability to document one assessment or multiple assessments at one time
    • Same assessments are documented on admission as throughout the patients stay
      • Provides the ability to view documentation over time
      • Provides the ability to compare the current state to the state of the patient upon admission
documentation overview1
Documentation Overview
  • Documentation mode defaults to flowsheet
    • Provides a view of prior documentation
    • Mode Button will toggle to Questionnaire mode
      • Similar to a paper assessment
documentation flowsheet
Documentation - Flowsheet

Current Date/Time Defaults

Gray Background = View Mode

White Column = Documentation Mode

Recall is Enabled for PMH

documentation questionnaire
Documentation - Questionnaire
  • Clicking Mode will toggle to Questionnaire Style
  • You may toggle between Questionnaire and Flowsheet mode at any time within documentation

Video Demonstration IV



exercise d documenting pmh
Exercise D: Documenting PMH
  • Use the first TEST Patient on your PC paper
  • Start from the worklist
  • Place a checkmark in the now column
  • Click [Document]
    • Confirm the time column displays the current date/time in the header
    • Review the documentation
      • Displaying from the last admission
  • Click [Mode] to toggle to Questionnaire Mode
  • Document PMH: Asthma, Diabetes- Insulin Dependant, Tuberculosis, Eczema, Epilepsy, Patient is not at risk for aspiration
  • Any Body Systems with a Negative Response should be documented as None Reported
  • Click [Save]
  • Confirm the last done column updates with the last time the intervention was documented
emr patient care panel
EMR Patient Care Panel
  • Displays PCS Documentation
    • Assessments
    • Interventions
    • Outcome
    • Care Plan
exercise e reviewing documentation emr
Exercise E: Reviewing Documentation - EMR
  • Use the first TEST Patient on your PC
  • Click [Patient Care Panel]
  • Confirm that the [Assessment] Tab Defaults
  • Select to view the Past Medical History Documentation
  • Place a Checkmark to the left of the Assessment Name
  • Click [View History]
  • Confirm that all documentation displays
  • Click [Back]
  • Click [Plan of Care] Tab – Header
  • Click the [+] Symbol (in the description header) to Expand the Components of the Care Plan
  • Review the Care Plan Components


1 Hour 30 Minutes

(15 Minute Break)

ob individualized focus of care
OB Individualized Focus of Care
  • The Joint Commission Requires that each Care Plan be Individualized
  • Individualized Focus of Care Intervention
    • Tool to assist with care plan customization
    • Documentation occurs
      • After delivery to choose the appropriate selection
      • After the admission and physical assessments have been completed, as appropriate
      • When additional problems are indentified, PRN
  • Based upon the selections, problems and associated interventions will be suggested
nb individualized focus of care
NB Individualized Focus of Care
  • Documentation on the focus of care occurs as problems are identified, PRN
individualized focus of care
Individualized Focus of Care
  • Upon saving the focus of care selections, a list of problems is presented
    • Here, Vaginal Delivery and Diabetes (GDM/IDM) was selected
adding problems
Adding Problems
  • Place a checkmark to the left of every Problem presented
  • Click [Ok]
ob individualized care plan
OB Individualized Care Plan
  • The newly added problems will be viewable within Care Plan Routine
documentation frequencies
Documentation Frequencies
  • Outcomes, Assessments and Interventions from the care plan display on the Worklist
  • Outcomes: required to be documented daily and upon discharge
  • Interventions/Assessments: vary based upon protocol and physician orders
  • Frequency column indicates how often to document
  • Last done column indicates the last time the assessment was documented
  • Frequencies can be edited as needed based upon a particular Order or Protocol

Video Demonstration V

Individualizing the Plan of Care

Individualizing the Plan of Care

exercise f individualized focus of care
Exercise F: Individualized Focus of Care
  • Use the first TEST Patient on your PC
  • Start from the worklist
  • Find the *Individualized Focus of Care –OB Intervention
  • Click in the now column
  • Click [Document]
  • Select: Vaginal Delivery, Diabetes (GDM/IDM)
  • Click [Save]
  • A List of Suggested Problems should display
  • Place a checkmark next to all and Save.
  • Click [Plan of Care] – Right Hand Panel
  • Confirm four new problems have been added
individualizing the problem and outcome
Individualizing the Problem and Outcome
  • The next step in the care plan process will be to further individualize the problem and outcome
  • Problem
    • Indicate the specifics to which the problem relates
  • Outcome
    • Indicate specific goals that are being set to achieve the outcome
individualizing the problem
Individualizing the Problem
  • Once the problems have been added
  • Select the Problem tab
  • Click to edit the item detail field to indicate the disease process for which the problem is related
exercise g customizing the problem
Exercise G: Customizing the Problem
  • Use the first TEST Patient on your PC
  • From the Care Plan Routine – Click the [Problem] Tab
  • Click in the item detail column for the Problem: Pain
  • Click [Edit] to enter text for the Problem
  • Indicate that this problem is “Related to vaginal delivery, gr 3 with a peri-urethral laceration”
  • Click [Save]
  • Notice an “I” Displays in the Item detail column
  • Click the I to view the Item Detail
  • Confirm the newly documented info displays
  • Click [Back] to return to the plan of care
individualize the outcome
Individualize the Outcome
  • Next, click the outcome tab to list the goals that will be set to achieve the outcome
  • For each outcome, click in the item detail to indicate the specific goals will be set to achieve the outcome
outcome customization
Outcome Customization
  • The documented goals will be viewable/editable from the worklist
exercise g customizing the outcome
Exercise G: Customizing the Outcome
  • Use the first TEST Patient on your PC
  • Click the Outcome Tab to review the outcomes
  • Click in the item detail column for the Outcome: Reports pain at tolerable level
  • Click [Edit] to enter text for the Outcome
  • Indicate for the outcome that “Patient will demonstrate utilization of effective comfort measures”
  • Click [Save]
  • Notice an “I” Displays in the Item detail column
  • Click the I to view the Item Detail
  • Confirm the newly documented info displays
  • Click [Back] to return to the plan of care
  • Click Worklist and view the item detail text to view the outcome goals
care plan process new admission
Care Plan Process: New Admission
  • Add a Location Specific Plan of Care
    • OB Delivery orAntepartum Plan
    • Newborn Plan of Care or NB Outside Adm
    • If a GYN use M/S/ICU Plan of Care
  • Complete All Admission Documentation
    • OB Arrival to Unit Admit/Transfer
    • OB Admission Assessment
    • Past Medical History
    • OB Adm Physical Assessment
    • Ht/Wt
    • OB Vaccine Assessment
    • Age 18+ Opt Out Vaccine Assessment
    • Braden/Skin Risk Assessment
    • Fall Risk/Safety/Precautions Assessment
  • Customize the Care Plan
    • Adding Problems/Outcomes/Assessment based upon patient’s delivery status and/or condition
documentation functions1
Documentation Functions
  • Temperature, Height and Weight Queries
    • Enable you to toggle between English and Metric Units within documentation
  • Instance Type Queries
    • Enable multiple instances of documentation for various body locations or situations
      • IV Insertions, Orthostatic Vital Signs, etc
documentation calculator
Documentation - Calculator
  • Enables you to toggle between English and Metric Units
  • Regardless of the units of documentation, the display will default to English
documentation instance type
Documentation – Instance Type
  • Enables multiple instances of documentation for various body locations, positions or situations
    • IV Insertions, Orthostatic Vital Signs
  • Click the drop down arrow to invoke the group response
  • Select the body location/situation
  • Click Ok
documentation instance type1
Documentation – Instance Type
  • Document the fields for the situation/instance
  • Repeat the instance type documentation for the new body location
  • In this case, BP and Pulse will be documented for Lying, Sitting, and Standing Positions
documentation back time
Documentation – Back Time
  • To back date/time your documentation, click the drop down arrow in the header
  • Adjust the date/time to reflect when the data was collected
documentation expand collapse
Documentation – Expand/Collapse
  • Clicking the [-] symbol will collapse the field within the section
documentation collapse
Documentation – Collapse
  • Notice the temperature section is now collapsed
  • You may now click the [+] symbol to expand
  • Some sections will default as collapsed – Notice the Thermal Management Documentation defaults this way and can be expanded as needed
  • Documentation that is infrequently utilized will default as collapsed and must be manually expanded as needed
  • The Manual Expand/Collapse will stick for the current assessment only
exercise f part a documentation functions back documenting
Exercise F Part A: Documentation Functions - Back Documenting
  • Use the first TEST Patient on your PC
  • Select the [worklist] routine
  • Select Vital Signs
  • Click in the now column for the Vital Signs
  • Click [Document]
  • Back Document 1 Hour in the Past
    • In the Header, click the drop down to the right of the Date/Time Field
    • Change the time to 1 hour in the past
  • Next Step – Next Slide
exercise g part b documentation functions calculator instance type
Exercise G Part B Documentation Functions – Calculator & Instance Type
  • Document
    • Temperature: 98.6 Oral
    • Pulse: 62
    • Orthostatic Vital Signs (Instance Type)
      • Click “New Orthostatic Vital Signs” to start a new instance
        • Lying Left Arm 120/80 Pulse 62
      • Click “New Orthostatic Vital Signs” to start a new instance
        • Sitting 118/78 Pulse 63
      • Click “New Orthostatic Vital Signs” to start a new instance
        • Standing 115/70 Pulse 65
  • Click [Save]
exercise h review documentation in emr
Exercise H: Review Documentation in EMR
  • Click [Refresh EMR]
  • Select [Patient Care Panel] in the EMR
  • Place a checkmark to the left of the Vital Signs Assessment
  • Click View History
  • Confirm that the Vital Sign Assessment displays under the adjusted time (1 hour in the past)
  • Click [Back]
  • Click the [Vital Signs] Panel of the EMR and review the documentation
recall values1
Recall Values
  • Recall Values provides the ability to pull prior documentation to the current assessment
  • This function is enabled for a select number of assessments
  • To invoke the recall values function, click the [Recall] Button
recall values2
Recall Values

Recalls the entire assessment

  • Assessment displays in green
  • A column of diamonds appear to the right
  • Select the diamonds to recall individual queries, entire sections, or the whole assessment
  • It is critical that you review the recalled information to ensure accuracy before saving
  • Recalling & saving = Signing your name to the documentation

Recalls the section

Recalls the individual query

exercise i recall values
Exercise I: Recall Values
  • Use the first TEST Patient on your PC
  • Document Past Medical History
    • Click in the now column to select the intervention
    • Click Document
    • Click Recall
    • Notice the screen turns green and diamonds appear in the right hand column
    • Click to recall one query: select to the right of the cardiovascular history
    • Click to recall the section: select to the right of the cardiovascular past medical history
    • Click to recall the entire assessment: select to the right of the Past Medical history
      • Confirm the entire assessment has recalled
    • Review all documentation to ensure accuracy
    • Update the GI Past Medical History Query
    • Click Save
worklist additional functions
Worklist – Additional Functions

Item Detail: Protocol, Associated Data, Item Detail Info

Care Item: Intervention, Assessment, Outcome


Last Done


  • Worklist displays active and discharge statuses by default
  • All other statuses are suppressed from view
adding a new intervention
Adding a New Intervention
  • Most Interventions are added to the worklist through the plan of care
  • Additional Interventions may be added as needed
  • To add new interventions use the [Add] button
add intervention routine
Add Intervention Routine
  • The Quickest Method of searching for an Intervention is by [Any Word]
    • Searches the entire intervention name
  • Click [Any Word] and type the intervention name you wish to add
add intervention routine1
Add Intervention Routine
  • Type the name of the intervention and click enter
  • Select the Intervention from the List and click save
exercise l adding a new intervention
Exercise L: Adding a New Intervention
  • Patient’s primary language is Spanish and she prefers to discuss health related issues in this language. You will need to utilize the Telephonic/Video Interpretation device to communicate with your patient and her family.
    • Add the telephonic/video interpretation device intervention.
    • From the Intervention worklist, click [Add]
    • Type “Interpret” and hit [Enter] – Notice the intervention does not appear
    • Click [Any word] – Notice the Telephonic/Video Interpretation Assessment appears
    • Click the Intervention to select
    • Click [Save]
    • Confirm the Telephonic/Video Interpretation Assessment has been added to the worklist
item detail column
Item Detail Column
  • Item Detail Column
    • P: Protocol
    • A: Associated Data
    • I: Item Detail
item detail1
Item Detail
  • Clicking the Icons will launch the item detail screen
  • Within Item Detail there are multiple tabs
    • Detail, History, Flowsheet, and Associated Data
item detail tabs
Item Detail Tabs
  • Detail
    • Info about Intervention
    • Intervention text (Post it note)
  • History
    • Audit trail of changes made to the intervention
  • Flowsheet
    • Documentation View in Flowsheet mode
  • Associated data
    • View of Data Fields related to the particular intervention
item detail history tab
Item Detail History Tab
  • Audit Trail of Changes Made to the Intervention
    • Activity: Document, Edit, Undo
    • User that documented, Care Provider Type, and Detail related to the change
  • Footer buttons: Edit/Undo documentation
  • Allows you to edit or undo your own documentation only
    • You may not edit or undo another users documentation
item detail info
Item Detail: Info
  • Item detail may be utilized as a communication tool
  • In the text field enter a note related to the intervention
  • In this case, the patient’s blood pressure must be taken on the left arm
item detail edit text
Item Detail: Edit Text
  • Enter the text that you wish to display with the intervention
  • Click save
item detail text
Item Detail Text

The item detail will be viewable by clicking the “I” from the worklist or within the assessment


Video Demonstration VII

Item Detail/Editing & Undoing Documentation

Item Detail Edit and Undo

exercise i item detail editing
Exercise I: Item Detail/Editing
  • Use the first TEST Patient on your PC
  • Locate the Pain Intervention
  • Click the “P” to invoke the Pain Protocol
  • Review the Protocol
  • Click [Close] to return to the worklist
  • Find the Vital Signs Intervention
  • Click in the [Item Detail] Column
  • Select the [History] Tab
  • Select the last instance of documentation
  • Click [Edit]
  • Document that the patient is on room air and O2 Sat is 98%
  • Click [Save]
  • Confirm a new Edit Line Item displays
  • Click in the detail column (assessment icon) for the edit line item to review the old and new results
exercise j item detail text
Exercise J: Item Detail Text
  • Use the first TEST Patient on your PC
  • For the vital signs intervention, indicate that the blood pressure must be taken on the left arm
    • Click in the item detail screen for the Vital Signs Intervention
    • Click the [Detail] Tab
    • In the text field, click [edit]
    • Type: Patient’s blood pressure must be taken on the left arm
    • Click [Save]
    • Click [Back] to return to the worklist
    • Click the “I” in the item details screen to view the information
    • Click [Back] to return to the worklist
    • This is comparable to a post it note or Edit Text in MT Magic
    • Please note: The last documented text will print with the medical record
editing worklist frequencies
Editing Worklist Frequencies
  • To edit a frequency, click on the frequency field
  • This will invoke a drop down menu
  • In the free text field type a “period” and enter a free text frequency (ie: .Q4H)
change status
Change Status
  • If an intervention is added in error, you may change the status to remove or suppress the intervention from view
  • Click in the status/due column and select to delete or complete the intervention
change view
Change View
  • The worklist displays active and discharge status items (only) by default
  • To bring inactive entries to view click Change View
change view1
Change View
  • This routine provides the ability to update the worklist display
  • In this case, inactive interventions are selected to be added to the display.
  • Click Ok
change view worklist display
Change View – Worklist Display
  • Note the Inactive Intervention now appears
  • This intervention can be brought back to active status by selecting to edit the frequency
exercise k frequency and worklist status
Exercise K: Frequency and Worklist Status
  • Use the first TEST Patient on your PC
  • Find the Vital Signs Intervention
  • Edit the frequency of the intervention to .Q4H
    • Click in the frequency field
    • Type “.Q4H”
    • Hit Enter
    • Confirm the frequency is updated
  • Change the status of the Telephonic Interpretation Assessment to Complete
    • Click in the Status/Due column
    • Select Complete
    • Confirm the Intervention no longer displays
  • Bring the Telephonic Interpretation Assessment back to active status
    • Click Change View
    • Select Complete from the Intervention status list
    • Click Ok
    • Find the Telephonic Interpretation Assessment and click Complete
    • Change the status to Active


3 Hours

15 Minute Break

  • Introduction to the EMR
  • Allergies, Code Status
  • Order and Order Set Entry
  • Consults and Uncollected Specimens
  • Acknowledgment and Incomplete Orders
  • Post-Filing Edits to Orders
  • Entering Requisitions
intro to emr
Intro to EMR
  • Electronic Medical Record
  • Integrated system so same information is viewable regardless of point of entry or desktop
  • Central access point for all results, patient demographic information, reports, clinical documentation, and clinical data.
intro to emr1
Intro to EMR
  • Selected tabs represent the EMR, viewable from all desktops with shared information
  • Patient header includes name, age, DOB, ht, wt, MRN, Acct number, Reg status, location/room/bed, and allergies
  • Items that have information “new to you” will be highlighted in red.
i more information
“i”: More Information
  • Small “i” next to patient name provides additional information such as allergies, height, weight, admit date and time, BMI, and Code Status.
select visits panel
Select Visits Panel
  • This panel allows you to select the visits for which you wish to view patient data. Choose a time period and visit type, or manually check off the visits you wish to view. Current visit is the default.
summary panel
Summary Panel
  • The summary panel holds clinical, demographic, and legal information regarding the patient. Allergies, home medications and problems (diagnoses) can be edited via the blue edit button. Allergies and home medications are usually edited on the Clinical Data screen which will be covered later.
summary panel cont
Summary Panel (cont)
  • The legal indicators page of the summary panel includes important patient information such as patient rights information, language, immunization, readmission data, blood type, precautions, fall risk, and Braden score. This information is also viewable for all visits by selecting the “all visits” tab.
review visit
Review Visit
  • Review visit contains pertinent admission information including reason for visit and physicians associated to this patient visit.
  • The “More detail” footer button provides additional demographic and administrative information.
  • The patient abstract can be viewed and printed using the “Abstract” footer.
  • The notices panel displays those notifications that have been sent to the physician desktop for acknowledgement. These include critical lab results, consultations, and certain nursing events such as patient falls.
  • The Send Notice button will allow users to manually queue this notice to another physicians desktop that may need to be aware of the result/event.
new results
New Results
  • The New Results panel shows new labs and reports that are new to you. They can be sorted to include data from the last 24 or 48 hours. Tests with multiple results will be listed in a separate date/time column.
  • All critical results in Meditech are shown highlighted in red/pink and abnormal results will always show in yellow. Clicking on the result will show additional information including the reference range for the test.
clinical panels
Clinical Panels
  • Clinical panels are constructed to provide a comprehensive view of the patient by pulling various types of patient data onto one panel. Additional clinical panels can be found by selecting the “Panels” footer button. Displayed is the M/S Handoff panel.
  • Information is trended by date/time, but different time increments can be selected using the footer buttons.
  • You can also choose to pull in data from previous visits by selecting the Visits footer button.
vital signs
Vital Signs
  • Documented Vital Signs from the nursing assessment appear here. Additional documentations will be trended in an adjacent column by date/time. For patients with large amounts of documentation, the arrows at the top of the screen allow for scrolling through older documentation.

Documented intake and output will be listed here. Again data will be trended by date and time and can be adjusted to display increments of 1, 4, 8, 12, and 24 hours.


The default on the Medications tab, is the medication list which is a simple list of all medications during this patient’s visit, but can be expanded to include medications from all visits.

Clicking the header of each column allows the list to be sorted accordingly. Additional filters can be applied using the footer buttons at the button.

medications cont
Medications cont

The second tab on the Medications panel provides a view only display of the MAR. All information on the MAR can be viewed, but no documentation can take place here. You must visit the true MAR for this.

The detail footer button allows for viewing of additional medication information, such as the flowsheet, monograph, medication detail, protocol/taper schedules, and any associated data.


The Laboratory Panel displays all lab data separated out by category. This defaults to the visits selected, but all visit data can be displayed by choosing that tab. Clicking the name of the test will launch you to a list of all results for that test. Clicking the result itself will launch you to a screen to view additional test data, such as the reference range.

laboratory cont
Laboratory cont

Lab reports can be printed by clicking on the date and time header of the lab panel. The user will be launched to a collection data screen, where he/she can select lab report and print the data.


The Microbiology panel displays all microbiology tests that have been received into the lab. The status and results will be displayed with the procedure. Clicking on the notepad will launch the user out to the final report.

blood bank
Blood Bank

The Blood Bank Panel allows for Blood related information to be tracked on the patients. The LAB/BBK department will update information in this panel along with the Blood Product Infusion Record/Reaction documentation done in nursing.


The reports panel shows all reports that have been entered on the patient, including radiology report, cardiology reports, dictated physician reports, physician documentation reports, as well as Allscripts reports once they are live in the system. *Initially Allscripts reports will be housed in the patient paper chart. Clicking the notepad will launch you to the report for viewing and printing.

patient care
Patient Care

The Patient Care tab provides a view only overview of all assessments and interventions documented on the patient. The plan of care is also viewable from here. The information can be sorted out by date, name, recorded by, and provider type.

patient care cont
Patient Care cont

Clicking onto the name of an assessment or intervention will launch you into a view only display of the documentation. No edits can be made from this panel.


The notes panel displays all notes entered on the patient by nursing, physicians, and other staff. Dictations and Physician Documentation reports (such as Progress Notes, H&P, Discharge Summary, etc) are not found here. They are on the reports panel. To view, either check off the box next to the desired note and click “View Selected” or clicking directly on the note.


Orders will be discussed in detail later in the training. For purposes of the EMR, however, the orders panel is accessible to all users on any desktop. All active orders will be displayed on the current orders table and the history panel contains these as well as cancelled, completed, and discontinued orders.

  • Electronic Medical Record (EMR)
exercise m emr
Exercise M: EMR
  • Use: MTPatient,TEST
  • Where are two places in the EMR that I can find documented allergies on a patient (Hint: Clinical data is NOT part of the EMR)?
  • Where can I view the last medication administration in the EMR (Hint: your nursing MAR is not part of the EMR)
  • How can I easily tell whether a lab is of abnormal or critical value?
  • If I want to see a trend in a patients vital signs, how would I accomplish this?
emr hands on
EMR Hands-On
  • Use MTPatient,Test
  • What is the easiest and most succinct way to locate a patients standard of care and individualized plan of care?
  • It is the end of your shift and you are preparing to hand off your patient, where would be the best place to find a comprehensive overview of that patient for that shift?

In addition to the summary panel, allergies can be entered on the Clinical Data screen. Allergies can be entered and edited by clicking the blue edit button.

allergies cont
Allergies cont

To add a new allergy, click the “New” tab, and free text in your entry. A list of allergies should appear for you to select from. If your selection does not appear, the option to add the allergy as uncoded is available, but it is important to note this selection will NOT be included in interaction checking.

allergies cont1
Allergies cont

Clicking on the allergy that is appropriate will launch you to the edit screen where you will be required to enter the type allergy (or adverse reaction), status, and the reaction associated. Allergies that are new will be highlighted on the list in green for editing. The Audit button gives a beginning to end view of the life of an allergy including edits made and by whom.

  • Entering and Editing Allergies
exercise n allergies
Exercise N: Allergies
  • Enter a Penicillin Allergy
    • Reaction: Anaphylaxis
    • Severity: Severe
  • Enter “Little Blue Pill” – Uncoded Allergy
    • Reaction: Nausea
    • Severity: Mild
  • Save
  • Make an edit to the little blue pill – Change to an Adverse Reaction
  • Observe the audit trail.
  • Observe the status in the EMR.
code status
Code Status
  • Code status is entered as an order
    • Prior Advanced Directives Documented
    • Code Status
    • Code Status Limits (if applicable)
    • Advanced Directives Discussed and confirmed with
code status order display
Code Status Order/Display
  • Once the code status is entered
    • Code Status displays in Patient Header
    • Code Status and Limits displays in Summary Panel of the EMR
    • Code Status, Limits, Advanced Directives, and Health Care Proxy display in Clinical Panel – Code Status/Advanced Directives
emr summary panel display code status and limits
EMR Summary Panel Display - Code Status and Limits
  • Patient header displays Code Status
  • EMR Summary Panel displays Code Status and Limits
emr clinical panel display
EMR Clinical Panel Display
  • Code Status/Advanced Directive Clinical Panel displays
    • Code Status
    • Code Status Limits
    • Advanced Directives
    • Health Care Proxy
exercise code status
Exercise: Code Status
  • Use Test Patient A from your PC
  • Enter a code status order
    • Full Code with Limits
    • Limits: No Dialysis
    • Save the Order
  • Confirm the Code Status Displays in the patient header
  • Review the EMR Summary Panel – Legal Indicator Tab
  • Review the Code Status Clinical Panel
order management
Order Management
  • Physicians will Go LIVE with Computerized Physician Order Entry on July 1st
  • Most Orders will be entered directly into Meditech
  • In the (rare) event that the MD is not able to enter the order into Meditech, orders may be entered for the MD by a Unit Secretary (Non Med Orders), or Nurse
  • The next training segment will review the steps for Entering Orders, Order Sets and Medication Orders
order entry procedures
Order Entry- Procedures

Full orders functionality will be shown in the CBT coming up. To provide an overview, all non ordering providers will select an ordering provider and source upon selecting “New Orders”. This will launch you to your selection screen where you can order off of favorites, by category group, or by typing ahead in the name tab. With the type ahead, select the desired order. Multiple orders can be queued up by clearing the search field after selection and typing ahead again.

orders continued
Orders continued

Clicking next will launch into the Edit Order list where all new orders and any potential duplicate orders will display. Any orders that have fields requiring edits will have an asterisk. Clicking that order will display the edit screen and fields with asterisks must be completed.

editing order frequency

Editing Order Frequency

In the edit screen of an order, the frequency field can be free texted in. For series orders, the system recognizes DAILY and QXH. Simply enter the count in the count field and the stop time will automatically calculate. For DAILY orders the start time automatically defaults to the morning draw. Once all requirements are satisfied clicking next will take you to the Manage Orders screen where additional edits can be made if necessary.

orders cont
Orders cont

Once you have reviewed on Manage Orders and click next you will be taken to the Current Orders table where new orders will be displayed with a green “New” status until filed. Clicking submit files the orders. Physicians require pin entry before filing.

order sets
Order Sets

Order sets are available for use by nursing should it be appropriate. They are especially useful in the ED where the Med Approved Protocols are available for use. The sets group orders together to support evidence based medicine and can be ordered by category or by searching by name. Multiple sets can be selected at one time.

order sets cont
Order Sets cont

Once the sets are selected, the manage orders list allows you to select the orders that are needed. Edits can be made by clicking the blue edit button on an individual order or by selecting edit all which will queue up orders for editing. The functionality here is identical to orders and they will be filed in the same way.

  • Order Management for Non-Ordering Providers
order sets1
Order Sets
  • Order Sets for Non-Ordering Providers
exercise o orders
Exercise O: Orders
  • Enter orders from different categories
    • Imaging, Card, US, Lab, Mic, Bloodbank, Nursing, Consults
    • Make edits both individually and using “edit all”. Make one of the orders a DAILY order by free texting in the frequency field of a routine order.
    • Make note of the different screens on different types of orders.
  • Enter the Admit to General Medicine Order set
    • Select any orders relevant to your patient
  • File all orders together.
entering medication orders
Entering Medication Orders
  • First Select Ordering Provider and Order Source and Click [Next]
  • Select [New Meds]
  • Type the name of the medication and select the name from the search ahead lookup
entering medication orders1
Entering Medication Orders
  • Place a checkmark next to the appropriate schedule
  • Click Edit to enter required information
  • Update the Medication Order
  • Click Submit and Save (or continue to enter additional medication orders
medication ordering process
Medication Ordering Process
  • One the medication orders have been entered, pharmacy will be required to verify the orders before they will be available on the MAR
  • Once Pharmacy has verified the orders, you will Acknowledge the Orders and document the administrations
  • MAR Documentation will be covered in session II
exercise entering medication orders
Exercise: Entering Medication Orders
  • Enter the following Medication Orders into Meditech:
    • Enoxaparin 30 mg SC Daily
    • Lisinopril 10 mg PO Daily
    • Furosemide 20 mg PO Daily
  • Click [Orders]
  • Select the Ordering Provider and Source
  • Click [Ok]
  • Click [New Meds]
  • Use the type ahead lookup
  • Select the appropriate order string
  • Click [Next]
  • Edit the order information
  • Click [Next]
  • Click [Next]
  • Click New Med
  • Enter the last 2 medications and click submit at the end
  • Navigate to the Status Board and Select the Orders queue to confirm that the 3 new medication orders have been entered
consult orders
Consult Orders

The edit screen of a consult order differs for ordering versus non-ordering providers. Physicians are not require to enter consulting provider, so their consults file as incomplete to be completed by the nurse or secretary. Once the consulting provider information is entered additional information regarding communication to the consulting provider should be entered. A notification is sent to the physicians desktop when this information is entered. Incomplete orders will display on the statusboard as such and on the current orders table.

uncollected specimens
Uncollected Specimens

When a lab or micro specimen is ordered and set to be collected by the nurse, it will flow to his/her worklist for collection. To document that it has been collected, check in the now column and click document. If a source has not been entered, it must be entered at this time. Filing the documentation automatically updated the order to collected and it is filed in lab.

consults and specimen collection
Consults and Specimen Collection
  • Consults and Specimen Collection
exercise p uncollected specimen
Exercise P: Uncollected Specimen
  • Use the first TEST Patient on your PC
  • Practice entering various consult orders and note the required fields.
  • Place multiple lab and micro order set for the Nurse to collect. Note the status of the order on the current orders table. Collect specimen off of worklist.
acknowledgement of orders
Acknowledgement of Orders

All orders and order edits must be acknowledged by nursing. The Ack column on the status board allows for this to be done efficiently. Stat orders will be flagged as Stat and highlighted in pink. Routine orders will display with “Ack” in the column. Click into the column to acknowledge.

acknowledgement cont
Acknowledgement cont

Each order must be selected and reviewed individually to acknowledge. Once you have reviewed each order, click the Acknowledge button. To restore them to unacknowledged before filing hit Undo. Otherwise click save to file the acknowledgment. You will then be brought to the manage orders screen.

acknowledging orders
Acknowledging Orders
  • Acknowledgement of Orders
exercise q acknowledging orders
Exercise Q: Acknowledging Orders
  • Use the first TEST Patient on your PC
  • Click into the Ack queue on the status board for your patient.
  • Check off each order individually.
  • Review Order Detail.
  • File.
editing after filing
Editing after Filing

To edit an existing order, click on the order in current orders, and make any edits on the edit order list page that you are brought to. Editing a connecting order (lab, pha, mic, rad, card) will place a stop request on the original order and file your edits as a new order.

editing after filing cont
Editing after Filing cont

Orders can also be edited from the Edit Multiple Button located on the Current Orders table. Multiple orders can be checked off here and edited using the available footer buttons. Again for connecting orders, edits made to the connecting orders (outside of the specimen collection field) will place a stop request on the order and file the edits as a new order.

exercise r editing orders
Exercise R: Editing Orders
  • Use the first TEST Patient on your PC
  • Make edits to both connecting (labs, mic, rad) and non-connecting (nursing, consults, diets) orders to observe the change in statuses. Make note of those orders that stop request when edited.
  • Requisitions are a means of communication for information that is
  • not patient specific
  • Requisitions can serve as requests for supplies or communications to
  • other departments

On the edit screen simply enter in your message/communication. Once filed the order will print to the receiving party.

  • Entering Requisitions
exercise s requisitions
Exercise S: Requisitions
  • Use the first TEST Patient on your PC
  • Enter the Requisition desktop and observe the different requisitions for the Morton facility
  • Practice entering requisitions.
suggested orders nursing documentation
Suggested Orders – Nursing Documentation
  • Some Nursing Documentation is set to trigger suggested orders/consults
  • ie: OB Admission Assessment may trigger
    • Social Services Consult, Nutrition Consult, etc
  • In this case, answering yes to the nutrition consult query will trigger a suggested order for a nutrition consult
suggested order
Suggested Order
  • The suggested orders screen displays
  • Select the order and select Order Now or Undecided Remind again (if not appropriate)
  • To proceed to Order Management, Click Ok
suggested order order management
Suggested Order – Order Management
  • The ordering provide and source will be selected
  • Manager Order fields will be documented
  • And, once the order is ready to be transmitted, click Submit
exercise t suggested orders
Exercise T: Suggested Orders
  • Use the first TEST Patient on your PC
  • Document the OB Admission Assessment
    • Typically, you would document all fields. For this example, document only the information indicated below under the OB General Information section:
    • Information Provided by: Patient
    • Patient Smoking Status: Never Smoked
    • Nutritional Consult indicated-YES
    • Patient has an Advanced Directive and it is on file from prior visit
    • Patient has a Health Care Proxy and it is on file from prior visit
    • Click Save
    • You are brought to the suggested orders screen
exercise suggested orders cont d
Exercise: Suggested Orders cont’d
  • From the suggested orders screen, select Nutrition Consult and click Order Now
  • Click [Ok]
  • From Order Management, select the ordering provider and the order source
  • Click [Ok]
  • You are launched into Order Management
  • Enter the required fields (indicated by an *) and any additional information
  • Next, click Submit
  • The order has been entered
  • Navigate back to your status board – Click My List
  • Next, Click the ACK prompt for your patient
  • And, confirm the nutrition consult has been ordered
  • Acknowledge the Nutrition Consult
ob daily documentation
OB Daily Documentation
  • Vital Signs
  • OB Shift Assessment (which includes):
    • OB ADL Record
    • Postpartum Assessment
    • Physical Systems Assessments
  • Fall Risk/Safety/Precautions Assessment
  • Pain Assessment
  • Patient Teaching
  • Outcome Documentation
nb daily documentation
NB Daily Documentation
  • Vital Signs
  • Ht/Wt
  • NB Physical Assessment
  • NB Shift Care Record
  • NB Feeding Record
    • NB Breast Milk check for dispensing EBM
  • NB Elimination Record
  • NB Pain Assessment
  • Outcome Documentation
physical assessments within normal limits
Physical Assessments Within Normal Limits
  • For admission, the OB Adm Physical Assessment will be used
  • For assessments after delivery, physical assessments will be found in the OB Shift Assessment
    • Document abnormal findings
    • If the patient is within normal limits, you may use the within normal limits statement to indicate this finding
clinical update panel comments
Clinical Update Panel Comments
  • Within each of the physical assessments, there is a Clinical Update Query
  • This is to document notable events related to the particular body system
  • This query pulls to several EMR panels & provides a snapshot of notable events
  • Supports communication between the care team members and can be viewed in the Clinical Update Panel
ob clinical review panel
OB Clinical Review Panel
  • Used for information snap shot and hand-off
    • Useful for nurses as well as OB’s
  • Includes:
    • VS
    • Prenatal Hx
    • Delivery Info
    • PP Assessment
    • PIH data
    • Labs
    • Medications
nb clinical review panel
NB Clinical Review Panel
  • Used for information snap shot and hand-off
    • Useful for nurses as well as Pedi’s
  • Includes:
    • VS
    • Delivery Info
    • Wgt/Length/I&O
    • Feeding Record
    • Labs
    • Medications
pp nb and breastfeeding education
PP, NB and Breastfeeding Education
  • Each of these interventions uses the “Instance function” for documenting the individual topics
    • This will display all of the topics that have been “covered”, making education efforts more focused
    • This information can be seen in the EMR panel:

Education Review

Documentation Example:

OB PP Education: Topics:

ob and nb outcome documentation
OB and NB Outcome Documentation
  • All outcomes are documented daily
  • OB and NB outcomes have “criteria” which explain what is meant if the goal is “met”
  • Additional comments are always welcomed to make the documentation more individual for the patient and further explain why an outcome may not be met or only progressing toward goal, along with any changes in the “plan”
  • The education outcome states whether education was provided or not and there is a comment to describe anything pertinent about the efforts to education PRN
exercise u physical assessments within normal limits
Exercise U: Physical Assessments – Within Normal Limits
  • Use the first TEST Patient on your PC
  • Place a Checkmark next to the OB Adm Physical Assessment
  • Document the Cardiovascular Assessment is within normal limits
  • Document Crackles in the left upper lobe for the respiratory assessment
  • Document the patient had wheezing that was treated by RT at 1200 in the Clinical Updates Comment
  • Document Genitourinary Assessment is within normal limits
  • Save
  • Review the documentation in the M/S- Hand Off Panel (as an example) and in the Clinical Update Panel
  • Note: physical assessments do NOT go to the OB or NB Clinical Review panels
  • Vital Signs
    • Document a set of vital signs
  • Teaching
    • Document the OB/NB Infant Care Education
      • Document that you taught the mom about Infant cues and communication and that she verbalized an understanding of the information
  • Intake and Output Assessment
    • Document intake for the shift: 100 mls
    • Urine Output: 50 mls from indwelling catheter
  • Outcome Documentation
    • Place a checkmark next to outcomes of Maternal /Fetal risk and Stable PP recovery
    • Maternal/Fetal Risk->Document “Goal Met”
    • Stable PP recovery->Document “Progressing Toward Goal” with comment “Increased bleeding in immediate postpartum, requiring additional medication”
    • Change status of Maternal/Fetal Risk to Complete as it no longer needs to be documented
notes routine
Notes Routine
  • Write Note provides the ability to enter free text notes
  • Most Documentation is included within the Assessments
  • Additional Information should be entered within the Assessment comments
  • Notes should rarely be utilized
    • Reserved for unusual events that are not available within the assessments
    • Also utilized to generate Discharge Instructions and Page 2 Reports
  • Be careful not to double document within the notes routine
  • All Clinical Documentation is viewable from within the EMR
notes routine1
Notes Routine
  • To begin documenting click write note
  • Next, select the note category (i.e. Nurse)
write note
Write Note
  • You may choose to document a free text note
  • Or, select Text to enter a canned text (pre populated note)
canned text
Canned Text
  • Upon selecting canned text, a list of available notes will display
  • Once the canned text is selected, the pre populated information will display within the write note screen. Canned text may be edited before saving.
exercise v notes routine
Exercise V: Notes Routine
  • Use the first TEST Patient on your PC
  • Select Write Note
  • Select Note Category: Nurse
  • Select the Text Button
  • From the list of Canned Text, Select Patient Off Unit
  • Click F4 to navigate through and enter each of the free text fields
  • Click Ok
  • Click Refresh EMR
  • Notice the Notes Button Turns Red
  • Click to view the note within the EMR
comprehensive exercise
Comprehensive Exercise
  • Use the SECOND TEST Patient on your PC
  • Find Patient by Account
  • Add Patient to your List
  • Add a new OB Delivery Plan of Care (pt is being admitted for a scheduled C/S)
  • Enter Patient Allergies and Height and Weight
  • Document
    • OB Arrival to Unit/Admit or Transfer
    • OB Admission Assessment
    • Past Medical History
    • OB Adm Physical Assessment
    • Select the C/S Delivery from the OB Focus of Care and add the suggested problems
  • Add a new intervention: Blood Product Infusion Record/Reaction
  • Document Patient Teaching
  • Document all outcomes
  • Review all documentation in the Patient Care Panel of the EMR
how to discharge a patient
How to Discharge a Patient
  • The Discharge Process will be covered in session 2
    • Documentation
    • Reports
    • Instructions
  • Next, you will learn to discharge a patient from registration management
how to discharge a patient1
How to Discharge a Patient
  • From the main menu – select Registration Management
discharge routine
Discharge Routine
  • Perform a lookup to select the registration status
  • Type Patient Information to identify the appropriate patient
  • Click Ok
discharge routine1
Discharge Routine
  • Select the patient account from the Account Lookup Screen
discharge routine2
Discharge Routine
  • Document the date and time of discharge and discharge disposition
  • Click Next to Navigate to the next screen and document the appropriate information
  • Save
exercise discharging a patient
Exercise: Discharging a Patient
  • Navigate to your main manu
  • Select Patient Registration
  • Select the Discharge Tab
  • Type: IN
  • Name: Use your test patient (from your PC)
  • Discharge Date: Today
  • Discharge Time: Now
  • Discharge Disposition: HOM
  • Click [Next] and enter “N” at required field
  • Click [Save]
  • Repeat process for 2nd patient used during this class