EDM At A Glance Please contact Amanda in Medical Records at 907-3208 for any questions on how to use EDM. What You Will Find in EDM
1. Dictation, Radiology, Lab, and Pathology reports will automatically upload into EDM.
2. After patient is discharged, all paper forms (orders, progress notes, etc) will be scanned into EDM and are only accessible electronically. 3. EDM is also where you will find scanned ID cards, insurance cards, and any outside documentation from a physician’s office or another hospital. 4. Nursing documentation are in Clinical Suite, the other “half” of our electronic medical record.
How To Sign Your Incomplete Records
1. Click “Complete Records” button on the left side of your main menu screen.
2. All your incomplete records will be listed in your Worklist on the left. Items in red are delinquent (30 days or older) or priority. 3. Reset your VIEW option (drop down menu above your worklist) to NONE. 4. Double click to open your worklist, double click to open the first patient on the list, double click to open the first document in that record. Once you do this, you will not need to click onto your worklist again. 5. Click SIGN on the blue and yellow deficiency box on the document. When no more documents pop up, you have completed your incomplete records.
How To Locate and View Patient Information
1. Go to “Split Folder/Document Display” from main menu and use “QuickFind” in the bottom left to access patient records by encounter number or by medical record number. The MR number is entered as 6 digits, with no dashes.
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2. Go to “Retrieve Folders” from main menu to look a patient up by name. Use folder type “MEDREC” for best results. In the patient name field, use format “last name, first name”. 3. Double click on the name of a folder to open it, or on a document name to view it. You can also single click on the + by a folder to open it, and click again on the – to close it. 4. Along the top of the document viewing screen there are buttons to print or to navigate through multiple pages of a document. There is also a drop down box that will adjust the size of the document (zoom in/zoom out). 5. There is also a print button above the folder window to the left. That will print whatever documents you have highlighted in that window. Hold “Ctrl” and click to highlight multiple documents to print all of them at once. 6. Also above the folder window there are buttons that will clear all folders or just the selected folders from your window. The X with the dashes around it clears just what folders you have highlighted.
Using the View and Filter Options
1. Above the folder display window, on the left, there are two drop-down option boxes: View and Filter. 2. View has three options; NONE, Chart Order, and MedRec Longitudinal. • None will display all the documents in that chart in list form, alphabetically. • -Chart Order will take those documents and categorize them into folders. For Example: all transcription in one folder, radiology in another, etc. • MedRec Longitudinal only works when you are in a patient’s medical record number and not just a single encounter. This view takes all documents from ALL encounters and categorizes them into folders. This means, for example, that all radiology from all visits will be in the radiology folder. 3. Filter has many options and controls how much information you see. • -NONE (as in no filter) will show you all documents in that patient’s record. • -Deficiencies will only show you documents that need to be signed or otherwise completed. • -There are several options for other types of deficiencies (ie: Dictate, Signature, Missing Form) that will filter out all documents except ones with that particular type of deficiency. 2
DATES TO REMEMBER October 2008: registration started scanning consents, insurance cards, and driver’s licenses. October 2008: Release of Information (medical records) started scanning releases, driver’s licenses and request forms. March 10, 2009: All radiology reports started uploading into EDM. May 1, 2009: All emergency department charts scanned into EDM by medical records. 2009 to Present: Other departments, such as infusion therapy, women’s center, diabetes clinic, pulmonary rehab, HBO/wound clinic, cardiac rehab, respiratory, cardiology, and the cardiac cath lab started scanning their records into EDM. Also, all present and future exam orders are being scanned in. June 1, 2010: Medical Records began scanning all patient type charts. ~Please Note: At the current time, all on-site lab work and any nursing documentation is still in clinical suite including CPOE patient orders. Labs will upload into the system after seven (7) days. ~Outside labs such as Mayo and Affiliated are scanned into EDM. ~Advance Directives/POAs are scanned at the medical record level. ~Anything prior to 2009 is available from our storage facility.
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