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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.