Transcript Electronic Transitions of Care April 24, 2015 Presented by

2015 User Conference
Electronic Transitions of Care
April 24, 2015
Presented by:
Greg Anderson
CEO
EHR Workshop 231
Agenda
▪ Setting up DIRECT credentials
and email addresses
▪ Creating outbound messages,
transitions of care, and
encounter notes
▪ Receiving inbound messages
and transitions of care
▪ Processing inbound transitions of care
▪ Q&A
2015 Office Practicum User Conference
Setting up DIRECT credentials in OP 14
■ After you complete the identity-proofing process,
OP will assign practice-level credentials on our
messaging hub
■ Before you can send or receive messages, you must
enter these credentials on the Correspondents Form
(Utilities → System Admin → e-Correspondents)
■ Scroll to “EMRDirect Secure Messaging”, then enter
your Login ID, password, and Login URL
■ Click [Save] (green checkmark), then close the form
2015 Office Practicum User Conference
Hands On: Setting up DIRECT credentials
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Setting up DIRECT addresses in OP 14
■ DIRECT email addresses go in the Address Book
below the existing non-secure email address field
■ To send DIRECT messages, you must have a valid
DIRECT email in the Address Book
■ DIRECT messages may only be sent to recipients who
are listed in your Address Book with a valid DIRECT
email address
■ In order to receive DIRECT messages, the sender
must match a listing in your Address Book with a valid
DIRECT email address that you recognize
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DIRECT email address rules in OP 14
■ No sharing! Every provider must have a unique address
■ Nurses and non-clinical users may request addresses,
subject to identity-proofing
■ Generic addresses (i.e., “referrals”, “medical-records”)
are allowed but discouraged. If used, they must be
assigned to a specific individual at any given time.
■ Only one address per user - you cannot be associated
with both an individual address and a generic address
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Hands On: Setting up DIRECT addresses
1. Open Address Book (
or F4), search for yourself
2. Double-click your name or click
(edit pencil)
3. On Edit Address Panel, go to [Address] Tab and
enter a valid DIRECT email address in the labeled
new field
4. Click
, then
5. Repeat steps 1 - 4 for at least one external colleague
with whom you exchange patient information
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Hands On: Setting up DIRECT addresses
“Publish” determines whether an
external provider’s DIRECT
address is available on the
View/Download/Transmit page
of the patient portal. It’s best to
get permission from the other
party before checking this box.
2015 Office Practicum User Conference
Sending DIRECT messages from OP 14
■ DIRECT messages are created on the same New
Message Form as all other OP messages
■ When you create a message, if you have a valid
DIRECT address, then the list of possible recipients in
the “To” dropdown will include everyone outside your
practice with a valid DIRECT email address
■ New messages may be addressed to a combination of
internal and external providers, but external replies
only come back to the original sender
■ As with internal messages, DIRECT messages and
replies are captured to the patient chart
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Sending DIRECT messages from OP 14
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Hands On: Send simple DIRECT message
To send a simple DIRECT message without an
attachment:
1. Start a new Message (
or F10), pick a
test patient
2. Click the “To:” dropdown, scroll to the
bottom and find someone whose DIRECT
email you entered in the previous exercise
3. Enter a brief Subject and Message
4. Click
, wait for delivery confirmation
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Sending DIRECT referrals from OP 14
■ Meaningful Use Stage 2 requires that 50% of
outbound transitions of care be transmitted
electronically with a copy of patient records
■ When you create a new Referral Letter, if you have a
DIRECT address then the options at the bottom of the
form include a
button
■
button creates a CDA (electronic document with
patient records) and opens a new Message with the
CDA as an attachment
■ You can add your own message and choose anyone
in the Address Book with valid DIRECT email address
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Hands On: Sending DIRECT referrals
To send a DIRECT message with an attached
transition of care:
1. Open Chart (
or F8), pick a test patient
2. Go to Referrals/Trans tab, click to start a new
referral. Choose “Referral to a specialist”, set
“Referred To:” as someone whose DIRECT email
you entered in the previous exercise, enter brief
reason for referral (body)
3. Click
, wait for new Message to appear
4. “To:” field is populated, and attachment icon is
visible. Edit Subject and/or Message as necessary
5. Click
, wait for delivery confirmation
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Hands On: Sending DIRECT referrals
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Other outbound messages in OP 14
■ In addition to Referral Letters, you can also create
and send DIRECT messages with CDA attachments
from Encounter Summary and Event Chronology
■ Encounter Summary Sheet creates an electronic
document for the selected encounter
■ Event Chronology compiles a document for all or a
selected subset of records
■ If exactly one encounter (sick or well) is selected,
CDA document is encounter-oriented
■ Otherwise CDA document is chart-oriented
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Review: Sending from Event Chron
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Review: Sending an Encounter Note
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Receiving DIRECT messages in OP 14
■ Inbound DIRECT messages from external providers
are on a separate tab in the Message Center
■ New unread DIRECT messages turn the Message
phone red, with a distinct unread count in the icon
■ DIRECT messages from external providers may be
replied to like any other message
■ Unsolicited external DIRECT messages (those which
are not in reply to a message you originated) can be
associated with a patient chart when appropriate
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Hands On: Receiving DIRECT messages
1. Open Schedule Form (
Messages tab
or F7), go to
2. Switch to “Unread External” tab, read and
respond to any new external messages just
as you would handle internal messages
3. If “non-patient message” really does relate
to a specific patient, click Choose Patient
button in Patient Name column to associate
with the appropriate chart
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Hands On: Receiving DIRECT messages
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Receiving DIRECT referrals in OP 14
■ External DIRECT messages may include attachments
■ Attachments appear in a new column on the right side
of the Responses pane
■ When you click on an attachment, it is opened in the
correct viewer, based on its type (image, PDF, etc.)
■ Clinical documents open in a special viewer which lets
you read the report, then clinically reconcile any
information you would like to incorporate back into the
patient chart without manual retyping
■ Can associate with patient if not mapped on receipt
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Reviewing DIRECT referrals in OP 14
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Hands On: Reconcile problem list, step 1
■ Switch to Problem List tab
■ Compare lists side-by-side, then proceed to [Merge>>]
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Hands On: Reconcile problem list, step 2
■ Choose which items to add, ignore, retain, or remove
■ Can update Status, Onset Date, Resolved Date, Privacy
Level and Sort Order on surviving items during this step
■ When finished, proceed to [Review>>]
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Hands On: Reconcile problem list, step 3
■ “Last chance” before committing back to chart
■ When satisfied, press [Submit] button
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Hands On: Reconciled problem list (chart)
■ Flip to Chart and confirm intended results
Can display Source on demand
(blank means a record you created in OP)
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Review: Reconcile medication allergies
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Review: Reconcile medications
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2015 Office Practicum User Conference
We want your feedback!
2015 Office Practicum User Conference