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Eclinicalworks V12 Clinical Enhancements

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💫 Short Summary

Version 12 Clinical Enhancements Training at Health Fusion covers enhancements in the Office Business screen, progress note documentation, order entry, telephone encounters, and general enhancements. Specific updates include the ability to expand the reason field in the appointment window, improved clinical cycle time display, and the addition of dashboard tiles with patient information and engagement tools such as Helo Connect for communication with patients. In this video, a demonstration of the new features in Allscripts version 12 of their electronic health record system is shown. These features include enhancements to the progress note, the addition of a floating toolbar for easy access to different items in the chart, and the ability to easily enable patient communication. EClinicalWorks Version 12 Overview" is a demonstration of the new features in EClinicalWorks Version 12, including the treatment timeline, floating toolbar with access to various patient information, lab history, resource schedule, and smart fields for AI-driven data entry. The video highlights the improved accessibility and functionality for healthcare providers using the EClinicalWorks platform. In the video, a demonstration of smart fields in a healthcare electronic record system is shown, including the use of hashtags to pull patient data into notes, smart notes which are macros with prompts, and the ability to document vitals not taken with reasons. Additionally, enhancements to medication reconciliation and on-reconcile task meds are highlighted. Version 12 of the Eclinicalworks EMR introduces new features such as the ability to dismiss unreconciled medications, a verified checkbox for histories, smart forms for screening and assessment tools, and the inclusion of social history in templates. Referral updates and the availability of GAS 7 for screening are also highlighted. Version 12 of eClinicalWorks introduces new features such as enhanced medication search, RX trending, and the ability to prescribe and send prescriptions to specific pharmacies. The RX trending feature allows users to see trending prescriptions for a specific assessment, while the enhanced medication search includes options like starts with, contains, fuzzy search, and generic with brand search. Additionally, the RX edit screen has been enhanced to allow tapering of medications and prescribing to specific pharmacies. The video provides a demonstration of new features in Allscripts Professional EHR, including prescription editing, pharmacy updates, height and weight visibility, new icons in prescriptions, progress bar for orders, and mentions feature for reassigning tasks. It also showcases the enhancements in Common Clinical Services and telephone encounters, such as templates and mentions feature for reassigning encounters and orders. The video demonstrates new features in the version 12 of an electronic health record system, including the ability to create templates for repetitive workflows, update templates for telephone encounters, and order and track items within telephone encounters. It also showcases enhancements in the Jelly Bean section, such as setting defaults and color-coding action types, as well as the introduction of "My Pool" for assigning tasks to a specific group of staff. Overall, the video provides an overview of the updates and improvements in the electronic health record system. Setting filters and defaults in the NextGen EHR system allows users to customize their workflows and optimize their experience. Users can set default filters and preferences in the settings, as well as assign draft mode letters to other staff members for review and updates within the system. In this 1-hour and 38-minute YouTube video, a presenter demonstrates and discusses various updates and features in eClinicalWorks, including the ability to assign letters for others to edit, keyboard shortcuts for navigation, changes to the login page and security images, and updates to the ordering and documentation functionalities.

✨ Highlights
📊 Transcript
✦
Introduction to Version 12 Clinical Enhancements Training
00:00
Rachel Benatar from Health efficient introduces the enhancements in version 12 for the Office business screen.
Enhancements include the reason field expansion, updated clinical cycle time display, and dashboard tiles for clinical staff.
✦
Enhancements in Office Business Screen
01:52
Reason field in the appointment window can now be expanded by clicking on it or hovering over to see a message.
Clinical cycle time now displays when changing status for patients, including total duration and individual cycle times.
Dashboard tiles in the Office visit screen show demographics, Circle of Care, appointment information, Helo check-in status, and additional notes from the patient's Hub.
Helo Connect feature allows for communication with patients through audio call, video call, secure text, and includes options for sign forms and surveys.
Option to include questionnaires from the patient portals in secure text messages to patients.
✦
Helo Connect Feature
05:31
Helo Connect centralizes communication with patients, including audio call, video call, secure text, sign forms, and surveys.
Ability to create templates for messages, surveys, and forms to easily engage with patients.
Enhanced notes section in the patient's Hub now requires a subject and allows custom tags for better organization.
✦
New Workflow Enhancements in Office Visits
08:00
Ability to web enable patients and access their communication window easily from the dashboard
Introduction of the 'encounters tab' in the interactive clinical wizard for accessing previous encounter notes
Enhanced display of patient's preferred name in different sections of the chart
✦
Right Chart Panel Enhancements
12:00
Ability to access and view previously documented notes in the right chart panel
Inclusion of GYN and OB history in histories section
Introduction of a floating toolbar in the right chart panel for accessing to-do list and addressing care gaps
✦
Progress Note Section Features
14:00
Autofit and screen size percentage selection for the progress note display
Availability of floating toolbar for easy access to different items in the chart
Introduction of treatment timeline for viewing the history of patient's visits and treatment
✦
The treatment timeline section in the EMR system allows for easy access to a patient's medical history and information.
17:00
Columns for medications, labs, diagnostic imaging, procedures, immunizations, and referrals
Ability to set default display options
Clickable sections for accessing detailed history
Hovering over items provides additional information
Filtering options for facility, providers, specialty, and diagnosis
Accessible in the floating toolbar and medical summary
✦
The floating toolbar in the EMR system provides quick access to various features and information.
20:00
Access to lab and IM procedure history
Viewing all reports in history window
Scheduling follow-up appointments
Accessing patient documents
Integration with Eva virtual assistant
RX history and Prisma available in the toolbar
Ability to customize the display order of icons
✦
The floating toolbar in the EMR system also allows for copying and pasting notes within the clinical works and from third-party sources.
24:00
Supports copying with the mouse and pasting with the keyboard
Useful for transferring notes from external sources into the EMR system
✦
Smart tags allow easy access to patient data and information within progress notes.
27:00
Hashtags can be used to pull forward patient data such as medication and past history into the notes.
Smart Fields can be accessed by typing a period and a question mark.
Smart notes are like macros with prompts for quick text entry.
✦
Smart nodes allow for the addition of prompts to each document, and are available in HPI, examination, and assessments.
30:00
Smart nodes have prompts for different types of responses like multi-select options, single select options, date, free text, and numerical values.
Smart nodes can be made specific to a category or made globally available.
Copying and pasting from external documents is now possible in ECW.
✦
Smart fields provide access to keywords, macros, and smart notes for efficient documentation.
33:00
Smart fields can be accessed by clicking the period and question mark.
Macros and smart notes can be accessed through the smart fields.
Smart notes have the option to add defaults for prompts.
✦
Enhancements in the vital section allow for documenting when a vital is not taken and the reason why.
34:00
Users can now document when a vital is not taken, with options to select the reason such as decline by patient, no medical need, or device broken.
This enhancement ensures correct documentation of vitals without affecting UDS reporting.
✦
In medication reconciliation, there is an enhancement for the on-reconcile task meds with the option to dismiss the beyond reconciliation message.
35:00
The option to dismiss the beyond reconciliation message is available for updated medication records in past or future visits, for patient safety.
✦
Version 12 introduces the ability to dismiss unreconciled medications
36:00
Users can now dismiss individual unreconciled medications instead of having to reconcile all of them
There's a new verified checkbox for medications that have been reviewed and don't need to be verified individually
✦
Version 12 includes new smart forms for progress notes and screenings
38:00
Smart forms for opioids screening, pain scale, depression screening for adolescents, and PHQA are now available for all ECW customers
The PHQA smart form functions similar to other smart forms and can be used to screen patients
✦
Global smart notes can be edited with the right security permissions
41:00
Users need to have the appropriate security attributes assigned to their role in order to edit global smart notes
Access to edit global smart notes should be limited to specific users or a change request committee
✦
Templates in version 12 now include social history as an option
42:00
When merging or creating templates, social history is now available as an option
The toolbar at the bottom of the progress note now includes an 'apps' button for accessing enabled apps
✦
Enhancements in ordering and referrals in version 12
43:00
Preventive medicine section is available in the progress note for ordering
Updates in referrals include the ability to create letter tags that pull in referral elements
✦
New status options in version 11 to help with referral work list.
46:00
Open status
Consult pending
Insurance off
Internal review
✦
Enhancements in version 12 for RX (prescriptions) in EHR system.
47:00
RX trending button shows trending prescriptions for selected assessment.
Enhanced medication search with starts with, contains, fuzzy search, generic option
Ability to taper medication dose and prescribe to specific pharmacies
Dispense as written option visible
✦
Enhancements in RX medication search and editing
50:00
Enhanced medication search with starts with, contains, fuzzy search, and generic option
Ability to taper medication dose and prescribe to specific pharmacies
Enhancements in RX edit screen
Option to send prescriptions to different pharmacies
Dispense as written option is now visible
✦
New feature to taper medication dose and send prescriptions to specific pharmacies in RX edit screen.
52:00
Option to taper medication dose and send to specific pharmacies
Ability to send prescriptions to different pharmacies
Visibility of dispense as written option
✦
Enhancements in manage orders window and common send window.
54:00
Allergies now visible in manage orders window
New options for sending prescriptions in common send window
Interactions window changes colors based on type of interaction
Ability to set primary Pharmacy for patient
✦
New features in prescription editing
56:00
Ability to check a box for controlled substances
Edit prescription by clicking on the drug hyperlink
Height and weights visible in Rx edit screen
Option to update the pharmacy from the prescription screen
✦
Updates in CommonSense and Send RX
57:00
Standard CommonSend button with lab information
Possibly a new feature related to selecting a facility
Pregnancy status location is unclear, may require further investigation or enhancement request
New feature in Send RX for quick view of order progress with hover-over details
✦
Order progress and quick launch button
01:00:00
Progress bar/button shows pending orders and categories
Hovering over the button reveals action required and pending orders
Ability to see status and transmission of medication
New quick launch button for order progress
Status ribbon at the top displays clinical cycle status and room number
✦
Telephone encounters in Patient Hub
01:02:00
Ability to reassign a template by typing @ and staff member's name
Mentions feature also works for reassigning orders in the window
Templates can be saved with specific fields for caller, reason, priority, etc.
Saved templates can be easily accessed and applied in the telephone encounter
✦
New templates and floating toolbar in telephone encounters
01:06:00
Templates can be saved and used by staff in telephone encounters.
Changes can be made to templates for refills and other orders.
Telephone encounters now have a floating toolbar for easy access.
✦
Ordering feature in telephone encounters
01:07:00
In telephone encounters, orders can be recorded in the progress note without having to go back and add a message.
There was a demonstration of ordering refills and a lab test, with some issues encountered.
The system should track and document orders for better record-keeping.
✦
Enhancements in version 12
01:11:00
Ability to update 'assigned to' and log actions for orders.
Default settings for Jelly Beans can be configured in the settings.
Option to color code different action types for better visualization in the work list.
✦
Introduction of 'my pool' feature in Jelly Bean
01:12:00
Allows users to assign and filter tasks to a specific pool of staff members.
Users can set up their pool and easily see tasks assigned to the pool.
The 'my pool' feature is specific to the Jelly Bean category and is separate from the 'my favorite list'.
✦
The video demonstrates how to set defaults for Jelly Bean filters.
01:17:00
Templates for default filters are available for D and T Jelly Bean.
Access to set filter defaults may require security attributes.
Users can customize their Jelly Bean settings for default navigation and views.
✦
A new feature in letters allows users to run a letter and assign it to another staff member for review and updates.
01:23:00
The assigned letter remains in draft mode for the assigned staff member to review in their D Jelly Bean.
Users can assign letters to staff members in Word and PDF files.
The video demonstrates how to assign a letter to a staff member for review and updates.
✦
New Feature: Ability to assign and review letters in e-clinical Works
01:28:00
Users can now assign a letter to another staff member or review it before finalizing.
There seems to be a display issue with the document, but the functionality is still available.
Another new feature is the ability to navigate in e-clinical Works using keyboard shortcuts.
✦
Updates to View Orders and Security Images
01:32:00
View Orders now displays the status of immunization and therapeutic injection orders.
More options for security images, including monuments, animals, and landscapes, are available in user profiles.
✦
Improvements and updates in e-clinical Works
01:35:00
Enhancements to the login page with information on protecting against phishing attacks.
More options for security images and avatars in user profiles.
Various updates and enhancements to different features in e-clinical Works, such as smart notes, smart fields, treatment timeline, lab and order history, referrals, common send window, etc.
Introduction of new buttons for order progress and updates for telephone encounters.
Mentions and Jelly Bean default for windows are also mentioned as part of the updates.
Ability to assign letters in draft mode and use keyboard shortcuts to navigate through ECW are highlighted.
💫 FAQs about This YouTube Video

1. What are the key enhancements in version 12 of the Office business screen?

Version 12 of the Office business screen introduces enhancements such as the expansion of the reason field in the appointment window, updated clinical cycle time display, and the addition of dashboard tiles for easy access to patient information and engagement tools.

2. How does the expansion of the reason field in the appointment window improve user experience?

The expansion of the reason field allows users to click and expand the text input, providing more detailed information. It also allows hovering over the field to display a brief message, enhancing the user experience and clarity of information.

3. What is the significance of the updated clinical cycle time display in version 12?

The updated clinical cycle time display in version 12 provides seamless tracking of the clinical statuses and duration, allowing users to see the progression of patient visits and waiting times more efficiently, enhancing the overall management of patient flow.

4. How do the new dashboard tiles contribute to easier access to patient information and engagement tools?

The addition of dashboard tiles in version 12 allows for easy access to patient information and engagement tools directly from the Office business screen, eliminating the need to navigate to different sections. It includes features such as demographics editing, Circle of Care display, appointment information, Helo check-in status, and patient note management.

5. What is the purpose of the Helo connect feature and how does it enhance patient communication?

The Helo connect feature enables communication with patients through audio calls, video calls, secure text messaging, and the ability to send forms and surveys, all integrated within the Office business screen. It enhances patient communication by centralizing these communication methods and providing seamless interaction.

6. What are the new enhancements in version 12 of the clinical works for the patient?

Version 12 of the clinical works for the patient introduces several new enhancements, including the ability to easily web-enable a patient and access their web-enabled communication window, the display of the patient's preferred name in various areas of the chart, and the addition of the encounters tab in the interactive clinical wizard for accessing previous encounters.

7. How does the floating toolbar in the progress note section of the clinical works for the patient improve usability?

The floating toolbar in the progress note section of the clinical works for the patient provides easy access to various items in the chart, reducing the need for excessive clicking and increasing efficiency in documentation. It includes tabs for different sections and features, such as the HPI and treatment timeline, enhancing the user experience.

8. What is the purpose of the treatment timeline in the clinical works for the patient?

The treatment timeline in the clinical works for the patient serves as a timeline of treatment for patient encounters, including elements such as assessments, treatment notes, and internal clinical data. It provides a comprehensive history of the patient's visits, enhancing the ability to track and review their ongoing care.

9. How does version 12 of the clinical works for the patient enhance the user experience in terms of accessing previous encounters?

Version 12 of the clinical works for the patient introduces the encounters tab in the interactive clinical wizard, allowing easy access to previous encounters. This enhancement streamlines the process of reviewing and accessing patient's historical data, contributing to a more efficient and improved user experience.

10. What are the key features of the floating toolbar in the progress note section of the clinical works for the patient?

The floating toolbar in the progress note section of the clinical works for the patient offers easy access to various items in the chart, including tabs for different sections such as the HPI and treatment timeline. It aims to reduce excessive clicking and enhance efficiency in documentation, ultimately improving the user experience.

11. What are the new features in version 12 of the Electronic Health Record system?

Version 12 of the Electronic Health Record system introduces a floating toolbar that provides easy access to various patient information such as treatment timeline, lab history, resource scheduling, and RX history. It also includes enhancements in the history window, improved document management, and the integration of Eva, the virtual assistant, for multitasking.

12. How does the floating toolbar in version 12 enhance the user experience of the Electronic Health Record system?

The floating toolbar in version 12 enhances the user experience by providing easy access to important patient information such as the treatment timeline, lab history, resource scheduling, and RX history. It also allows for multitasking with the integration of Eva, the virtual assistant, and improves document management within the system.

13. What are the benefits of the floating toolbar in the Electronic Health Record system's version 12?

The floating toolbar in version 12 brings benefits such as easy access to various patient information, improved user experience, multitasking with the integration of Eva, the virtual assistant, and enhanced document management. It also allows for quick access to the treatment timeline, lab history, resource scheduling, and RX history, making it a valuable tool for healthcare professionals.

14. How does version 12 of the Electronic Health Record system improve patient information accessibility?

Version 12 of the Electronic Health Record system improves patient information accessibility through the introduction of the floating toolbar, which provides easy access to the treatment timeline, lab history, resource scheduling, and RX history. This enhancement allows healthcare professionals to access important patient information more efficiently, ultimately improving the overall accessibility of patient data.

15. What role does the floating toolbar play in enhancing the efficiency of healthcare professionals using the Electronic Health Record system's version 12?

The floating toolbar in version 12 enhances the efficiency of healthcare professionals by providing quick access to important patient information such as the treatment timeline, lab history, resource scheduling, and RX history. It also allows for multitasking with the integration of Eva, the virtual assistant, and improves document management within the system. This ultimately streamlines workflow and improves overall efficiency.

16. What are smart tags in progress notes and how do they work?

Smart tags in progress notes allow users to easily pull forward patient data by using hashtags. This feature enables quick referencing and entry of different patient data, including medications and other values, into the notes.

17. How can smart notes help in more efficient documentation?

Smart notes, also known as macros with prompts, can help in more efficient documentation by allowing users to create shortcuts for entering quick text and adding prompts for a structured input process. This feature enhances the speed and accuracy of documenting patient information.

18. What is the enhancement in medication reconciliation?

The enhancement in medication reconciliation includes the option to dismiss the on-reconcile task meds message, contributing to improved patient safety and the streamlined medication review process.

19. Can vital signs not taken be documented, and what options are available for the reason?

Yes, vital signs not taken can be documented with options to select the reason, such as declined by the patient, no medical need, or device malfunction. This enhancement allows for accurate recording of vitals and contributes to comprehensive patient assessment.

20. What are the new features in version 12 of the software discussed in the video?

Version 12 of the software introduces the ability to dismiss unreconciled meds, a verified checkbox for medication histories, new smart forms for screenings and assessments, the addition of social history to templates, and updates to referrals including the ability to create referral-specific letters.

21. How does the new verified checkbox for medication histories work?

The new verified checkbox allows for one-click verification of medication histories, streamlining the review process and eliminating the need to verify individual sections.

22. What are the enhancements to referrals in version 12 of the software?

Version 12 introduces updates to referrals, including the ability to create referral-specific letters and the addition of referral items to letters, providing more flexibility and customization for managing referrals.

23. What are the key features of the new smart forms for screenings and assessments in version 12?

The new smart forms for screenings and assessments in version 12 provide a comprehensive toolset for conducting various screenings, including opioids screening, pain assessment, and depression screening for adolescents.

24. How does the ability to dismiss unreconciled meds enhance the medication reconciliation process in version 12?

The ability to dismiss unreconciled meds in version 12 streamlines the medication reconciliation process by allowing for the dismissal of individual medications, providing more flexibility and efficiency in managing unreconciled meds.

25. What are the new features in version 11 of the software demonstrated in the video?

Version 11 of the software introduces new referral status options to help with work list management, as well as enhancements in RX, including the RX trending feature and improved medication search.

26. How does the RX trending feature work and what is its purpose?

The RX trending feature, demonstrated in the video, shows trending prescriptions for a particular assessment and helps identify commonly prescribed medications, but it is important to note that it should not be used as the sole basis for clinical decisions.

27. What enhancements are showcased in the RX section of the software?

The video showcases enhancements in the RX section of the software, including the RX trending feature, improved medication search with new options, and the ability to taper medication doses and prescribe to specific pharmacies.

28. What new options are available in the enhanced medication search feature?

The enhanced medication search feature demonstrated in the video includes options for starts with, contains, fuzzy search, generic with brand search, mnemonic search, and proximity search, making it easier to search for medications.

29. How has the RX edit screen been enhanced in the software?

The RX edit screen in the software has been enhanced to include the ability to taper medication doses and prescribe to specific pharmacies, providing more flexibility and customization in medication management.

30. What are the new features in the updated prescription workflow?

The updated prescription workflow includes a new checkbox for dispensing, the ability to edit prescriptions and update the pharmacy, and clear displays of icons within a prescription.

31. How does the new send RX feature enhance the prescription process?

The new send RX feature allows for easy prescription editing, pharmacy updating, and clear display of prescription details.

32. What are the key enhancements in the common sense and send RX features for prescription management?

The key enhancements include a new checkbox for dispensing, the ability to edit prescriptions and update the pharmacy, and clear displays of icons within a prescription, as well as the new send RX feature for easy prescription editing and pharmacy updating.

33. How does the updated prescription workflow improve the prescription management process for healthcare providers?

The updated prescription workflow streamlines the dispensing process, allows for easy prescription editing and pharmacy updating, and provides clear displays of icons within a prescription, enhancing the overall prescription management process for healthcare providers.

34. What are the benefits of the new progress bar feature in the prescription management system?

The new progress bar feature provides a quick view of the prescription status, including pending orders and medication/labs status, enhancing the efficiency of the prescription management process.

35. What are the new features in the telephone encounters discussed in the video?

The video discusses the new features in telephone encounters, including the ability to save templates for repetitious workflows, make changes to templates, and utilize a floating toolbar. It also showcases the enhancement in ordering items and tracking them in the telephone encounter.

36. How can staff members use templates in telephone encounters?

Staff members can use the saved templates for repetitious workflows in telephone encounters, as discussed in the video. They also have the ability to make changes to the templates as needed.

37. What enhancement is showcased for ordering items in the telephone encounters?

The video showcases an enhancement in ordering items and tracking them in the telephone encounters. It demonstrates the process of ordering items and the ability to track them within the telephone encounter.

38. What is the benefit of the floating toolbar in telephone encounters?

The video discusses the addition of a floating toolbar in telephone encounters, providing easy access to necessary tools and features, enhancing the user experience and efficiency.

39. How are templates for telephone encounters created and managed?

The video explains the process of creating and managing templates for telephone encounters, highlighting the ability to save templates for repetitious workflows and make changes as needed.

40. What are the new features in the Jelly Bean settings and defaults?

The video showcases the new features in Jelly Bean settings and defaults, including the ability for users to set defaults for their Jelly Bean settings and the option to set templates for default filters. It also demonstrates the capability to assign letters to staff members in draft mode for review and updates.

41. How can users set default filters in Jelly Bean?

Users can set default filters in Jelly Bean by accessing the settings and defaults menu, where they can customize their Jelly Bean settings and set templates for default filters.

42. What is the capability demonstrated for assigning letters to staff members in draft mode?

The video demonstrates the capability to assign letters to staff members in draft mode for review and updates. This feature allows for easy collaboration and review of letters within the Jelly Bean system.

43. What are the key enhancements showcased for Jelly Bean users?

The video showcases key enhancements for Jelly Bean users, including the ability to set defaults for Jelly Bean settings, the option to set templates for default filters, and the capability to assign letters to staff members in draft mode for review and updates.

44. How does the new Jelly Bean settings and defaults contribute to user workflow?

The new Jelly Bean settings and defaults contribute to user workflow by allowing for customization of Jelly Bean settings, making it easier for users to access and apply their preferred filters. The ability to assign letters to staff members in draft mode also streamlines collaboration and enhances workflow within the Jelly Bean system.

45. What are the new features introduced in the eClinicalWorks software?

The eClinicalWorks software introduces several new features, including the ability to assign a letter for others to edit and review before completion, keyboard shortcuts for navigation, changes to the login page with added security information, and enhancements to the user profile for security images.

46. How can the eClinicalWorks software now be navigated?

The eClinicalWorks software can now be navigated using keyboard shortcuts, allowing for easier and quicker navigation through the system.

47. What are the changes to the login page in the eClinicalWorks software?

The changes to the login page in the eClinicalWorks software include added security information to protect against phishing attacks and more options for security images in the user profile.

48. What is the key enhancement to the user profile in the eClinicalWorks software?

The key enhancement to the user profile in the eClinicalWorks software is the addition of more options for security images, allowing for greater customization and security for user profiles.

49. How does the eClinicalWorks software enhance navigation and usability?

The eClinicalWorks software enhances navigation and usability through the introduction of keyboard shortcuts for quicker navigation, making it easier for users to move through the system.