Epic 2017 Upgrade Presentation_FINAL v3 Comprehensive.pptx

Presenta(on Template Mockup

5/19/17

New Default Login Screen for Clinical Staff Epic ehr

Epic 2017 Upgrade Clinical Staff Presentation Implementation Date: May 21, 2017

© Epic Systems Corporation. Confidential. This material should be stored securely and may not be distributed publicly.

Clinic Staff Dashboard Epic 2017 Changes to the Clinic Staff Dashboard: •  The Dashboard will now be the default login screen for clinic staff •  There are new Dashboard features Now see New messages AND Total messages in your In Basket

New Panel-focused Report Listings

New Chart Review Features

Epic 2017 Upgrade Quick Links moved to bottom-left corner

Chart Review: New Search Features

Chart Review: New Encounters & Notes Chart Review Features

Find what you’re looking for more quickly with new filters:

Encounters grouped by timeframe and columns consolidated to provide the same information in a cleaner format:

EHR Communica(ons ([email protected])

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Chart Review: New Report Format and Features Chart Review reports have been redesigned to highlight pertinent info:

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Chart Search Right Click Now you can search the patient’s chart more easily: •  Highlight key word(s) that you want to search (can’t search a hyperlink) •  Right click, then left click on “Search for…”

Chart Search VIDEO Click here to watch a short video about Chart Search. (0:53 seconds)

New Encounter Features

Epic 2017 Upgrade

Pre-Charting Activity

New Office Visit & Clinical Support Visit Navigators

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New Pre-Charting feature allows documentation within an encounter before the patient arrives IF LOOKING FOR…..

GO TO….

After Visit Summary (AVS)

Wrap-up

Charge Capture

Wrap-up

Care Teams

Rooming

Communication Management

Wrap-up

eCare Sign-up

Wrap-up

Level of Service (LOS)

Wrap-up

Meds & Orders

Plan

Notes

Sidebar (Right Pane)

Patient Goals

Plan

Patient Instructions

Wrap-up

Problem List

Plan

SmartSet

Plan

Visit Diagnoses

Plan

Note: In Primary Care Departments, Charting has been renamed to Screening Tools.


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Notes default to the Sidebar

New Share With Patient Notes Button

In face-to-face encounters, Notes display by default in the Sidebar:

Notes are defaulted to be shared with patients as part of the Open Notes initiative: Old Practice: Confidential Reason for Visit if don’t want to share Note New: Click and un-highlight the Share w/ Patient button

*Efficiency tip: Press F3 to enlarge your note

New Modifier Speed Buttons

New Telephone Encounter Navigators

You can create commonly used Modifiers speed buttons that can be saved in the LOS section.

The Note opens in the Sidebar when you click Documentation

New Family History Default View

Communication Management

The Family History section now has an additional viewing option. Use View Problem as radio buttons to change between these views:

Communication Management now allows users to attach files:

Default View

New View

Note: This option will work on blue screen, but not purple screen computers


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5/19/17

Health Maintenance – Exclude Patient

After Visit Summary

New Exclude button provides a way to remove the due date associated with a Health Maintenance topic: •  Document a Reason for exclusion (Not Clinically Indicated or Patient Declined) •  The excluded topic will still display, but with an Excluded status •  Easily add topic back by clicking Include

AVS Gets a Makeover •  Patient-friendly format - each section more clearly delineated •  Adjustable font size - standard, large, and extra large •  Clearer information on new or changed medications and orders

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Med List Clean-up Options New Med List Cleanup button •  This option will prevent the discontinued medication from displaying on the AVS as Stop Taking

New Meds & Orders Features

Epic 2017 Upgrade

*This is intended for use when discontinuing an old or duplicate medication.

Clinic Administered Meds

CAM – Provider and Clinic Staff Workflow VIDEOS

New Clinic- Administered Med Features: •  Order question requires designation of who will administer the med •  Administer link allows easy access to the MAR from Meds & Orders •  Clinic staff IM and SubQ injection admin charges will drop automatically

Click here to watch a short video regarding an efficient way for providers to document on the MAR after they have placed a clinic-administered medication order. (1:42 min) Click here to watch a short video regarding a clinic staff clinicadministered medication workflow. (1:27 min)

Changes that impact clinic workflows: •  Provider-administered meds now need to be documented on the MAR •  Cannot close the encounter until MAR documentation is complete

Click here to access the CAM e-learning module on the LMS (avail 5/8)


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New e-Prescribe Feature

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Ordering providers can now associate a different pharmacy to each medication when ordering multiple prescriptions at the same time:

New In Basket Features

Epic 2017 Upgrade

In Basket: Reactivation of Reply, Reply All, and Forward

In Basket: Combined Pt Call and Nurse Triage & New Filters

Back by popular demand: Reply, Reply All, and Forward buttons!

Changes within the Patient Call message folder: •  Nurse Triage messages will now route here •  New Sort & Filter options facilitate organization of messages/work

New Baton Functionality

In Basket: Baton vs. Responsibility

Currently, some In Basket message types are responsibility-enabled:

Click here to watch a short video that shows how message responsibility and baton-enabled messages act differently when they are routed to a recipient. (1:43 min)

Message Types sent to a pool that are not responsibility-enabled will now have new baton-enabled-functionality:


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5/19/17

Cosign-Chart Folder

Cosign-Chart Folder Set More Info tab to be the default: 1.  Click the wrench 2.  Select Configure Default Report 3.  Select More Info

Find Level of Service quickly when co-signing Resident charts:

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Gender Identity SmartForm New SmartForm provides a place to document gender-identity information; the patient’s preferred pronoun will appear in the Pt Header:

Additional Features

Epic 2017 Upgrade

Advance Care Planning

Advanced Care Planning

New Advanced Care Planning (ACP) documentation tools available: •  Access ACP tools via the More menu

Easily Access ACP documentation in the chart: •  Advanced Directives link in Patient Header launches summary report •  New ACP Note Type


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Haiku and Canto

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Secure Access to EpicCare on Mobile Devices for Providers Haiku iPhone and Android phones *Includes Apple Watch functions

Canto iPad

Haiku and Canto

Haiku and Canto

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Schedule

Application Functions •  •  •  •  •  • 

Patient Search Schedule Patient Summary Encounters Results Notes Review

Haiku Preview

•  •  •  •  •  • 

Care Everywhere Reports E-Prescribe Notes Entry In Basket Media Capture Push Notifications

In Basket

Login

Note: No patient data is stored locally on the device

•  Schedule displays 7 days in past and 7 days in future

•  Folders greyed out if there are no messages

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May 21st Pilot Projects


Express Lane

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Express Lane-Pilot Sites

Express Lane-Benefits

Express Lanes Pilot •  Only available for pilot clinics •  Will trigger automatically based on Reason for Visit •  Complete straightforward visits efficiently

Benefits of Express Lanes: •  Reduces need to navigate to multiple screens •  Mark All as Reviewed for Allergies, Problem List, and Medications •  Fast and easy documentation for straightforward visits •  Ability to access other tabs and tools if visit becomes more complex

Epic Advanced Beneficiary Notice Pilot Project The project will implement Epic tools for ABN and Medical Necessity checking across the following pilot clinics and departments:

UWMC

HMC

NWH

UWNC

Advanced Beneficiary Notice (ABN) 1. Eastside Specialty Center 2. Urology, Urogynecology, Prostate Center 3. Headache Clinic 4. BJC Podiatry 5. Pain Clinic 6. Laryngeal Services 7. Dermatology Roosevelt

1. Eye Ins(tute 2. Ophthalmology Clinic 3. Rehab Medicine 4. Orthopedics-Trauma 5. Sleep Medicine 6. Sports and Spine Physicians

1. PC Outpa(ent Medical Center 2. PC Lake Forest Park 3. PC Main Campus Clinic 4. PC Richmond Beach 5. PC Fremont Clinic

1. Factoria Family Medicine 2. Factoria Internal Medicine

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ABN Medical Necessity Alert in Clinical Workflow

ABN Medical Necessity Alert in Clinical Workflow

An ABN Alert appears upon signing an order for which the associated diagnosis(s) do not meet Medicare’s definition of medical necessity.

Provider selects Review Diagnoses option to see if there is a clinically relevant alternative diagnosis that meets Medicare medical necessity.

1. Procedure ordered

2. Specific charges that failed Medicare medical necessity

3. List of alternative diagnoses that meet Medicare medical necessity


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ABN Waiver Form in Clinical Workflow

ABN waiver form in clinical workflow

Provider keeps diagnosis pairing and initiates conversation with the patient around the treatment plan and related cost.

Provider selects status of ABN waiver form so designated support staff can follow-up with patient after the exam.

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In Preparation for May 21st Before the Upgrade: •  Use this PowerPoint as a communication tool; send to your clinic team •  Practice using new features in Epic 2017 Sandbox environment

Epic 2017 Upgrade Support Plan

Action Items: •  Complete e-learning modules on the LMS (to be released May 8th):

•  What’s New e-learning •  Clinic-Administered Med e-learning Implementation Date: May 21, 2017 Day Before Preparation: •  Review material in the Upgrade packets distributed to your clinic; print and distribute as appropriate

Visit Navigator Cheat Sheet

Support Plan

Visit Navigator Cheat Sheets can be printed to place on provider and staff desks during the first week of implementation:

On Site Support: •  May 21st – June 2nd •  You might be supported by a different analyst than who regularly supports you •  # of clinics exceeds the # of analysts; analysts will round between multiple clinics during the day Helpdesk/Upgrade Command Center (206-543-7012): •  The Command Center will triage your questions and assist you if your rounding support person is not immediately available

*This image is a hyperlink (double click in presentation mode to open)


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Resources

Haiku and Canto Registration Info and Workguides

Helpful Links: •  Epic 2017 Sandbox Environment Job Aid (placeholder; link not active yet) •  Upgrade Project Webpage

iPhone and iPad Registration and Workguide

(https://intranet.uwmedicine.org/BU/ClinApps/Pages/EPICProjects_EpicUpgrade.aspx)

•  Epic Resource Library (https://intranet.uwmedicine.org/BU/clinapps/Pages/ EpicResourceLibrary.aspx)

•  Epic Update Report (EUR)

UW Medicine iPhone Security Guidelines Haiku or Canto Access for iOS Haiku for Apple (iOS) Quick Start Guide Canto for Apple (iOS) Quick Start Guide

(https://intranet.uwmedicine.org/BU/ClinApps/Pages/Epic-Reports.aspx)

•  Haiku and Canto for Mobile Devices Webpage

Android Device Registration and Workguide

(https://intranet.uwmedicine.org/BU/ClinApps/Pages/EPICProject_EpicCareOnMobileDevices.aspx)

•  Epic ABN & Medical Necessity Checking Webpage (https://intranet.uwmedicine.org/BU/ClinApps/Pages/EPICProjects_ABNMedicalNecessityChecking.aspx

UW Medicine Android Security Guidelines Haiku Access for Android Haiku for Android Quick Start Guide

QUESTIONS?


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Epic 2017 Upgrade Presentation_FINAL v3 Comprehensive.pptx

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