00:07 okay welcome everyone to the version 12
00:11 clinical enhancements training here at
00:13 Health efficient I'm Rachel Benatar
00:16 um and I'll be going over
00:18 um some uh enhancements from The Office
00:21 business screen progress no
00:23 documentation and order entry as well as
00:26 some telephone encounters and if we have
00:29 time we'll throw in some general
00:32 um that we have with version 12. so if
00:36 you have any questions feel feel free to
00:39 um and I will definitely have some time
00:42 at the end of the session as well to
00:44 take some questions
00:46 um but if you unmute during the session
00:49 sometimes we'll hear some feedback but
00:51 if you have some questions you you can
00:53 definitely feel free to unmute your your
00:55 line or enter it in the chat
00:57 um and then we will also have a time at
00:59 the end of the session so make sure to
01:02 capture those questions and we'll we'll
01:04 try to make sure we address them
01:06 so right now out here I'm sharing my
01:09 Equinox Works Office business screen and
01:12 we're going to start with there as
01:13 usually you should be on your home
01:15 screen would be your office visit as a
01:17 clinical staff member and I'm going to
01:19 start with pointing out those new
01:21 enhancements on version 12 in the office
01:27 um the enhancement in here is the reason
01:31 um you can now click on it and it will
01:33 open up to expand any other text that
01:36 you may have inputted
01:38 um into the reason field in the
01:41 um and also if um it's not too long that
01:45 you need to expand you can also hover
01:47 over it and it will display the little
01:48 blurb of message that would enter there
01:50 as well so you can hover over the reason
01:52 to just to expand what was entered in
01:56 the appointment window or click on it to
01:58 actually see if you know if there's a
01:59 long message there for you so that's an
02:03 the other enhancement is on the clinical
02:07 cycle time so the clinical statuses
02:10 um we always had that available but now
02:13 they actually updated and it works
02:16 seamlessly the cycle time here in
02:18 addition to the duration you may have
02:20 had this enabled in the past
02:22 um but they definitely enhanced the flow
02:25 so it displays to the users when we're
02:28 changing our clinical cycle status here
02:31 for our patients so both of these
02:34 patients have arrived today looks like
02:35 this one was for the front office
02:37 training this morning and then I got my
02:40 um that has arrived so we see they've
02:42 arrived at 12 46 today they're waiting
02:44 20 minutes in the waiting room and as
02:47 soon as I go ahead and change the status
02:49 to maybe they're with the Mas with the
02:51 patient my cycle time here will start
02:54 tracking how long they're with the
02:55 patient with the ma and that will
02:58 display for everyone to see
03:00 um I also had this one puts just a few
03:02 moments ago that there ready for the to
03:06 um and we see that they're um you know
03:08 in that status for 21 minutes as soon as
03:11 I change that status uh maybe they're
03:15 now we'll go back to zero but this
03:18 duration the total duration time will
03:20 um increasing so you'll see the total
03:22 here for that visit
03:24 um and then the individual cycle times
03:26 you'll see that uh updating on the cycle
03:31 um the other enhancement in here is the
03:33 dashboard tiles so I know my first
03:38 um just a few weeks ago
03:40 um I did not have it enabled yet
03:42 um and we finally got ECW to enable that
03:44 so you'll need a case open with the
03:46 clinical Works to get it enabled the
03:48 Helo Suite of items so it comes with
03:51 Halo connect and the dashboard tiles
03:54 um so I can expand these tiles here for
03:57 my appointments and as clinical staff I
03:59 can now have this information available
04:02 um in my office visit screen I don't
04:04 have to navigate for my resource
04:05 schedule to my office business screen
04:08 um the dashboard style includes as you
04:10 see here demographics which I can edit
04:13 right from there I don't have to go into
04:16 um if I click on the little pencil it
04:17 brings me to my demographics window
04:21 um we've got the Circle of Care for the
04:22 patient has assigned any Circle of Care
04:24 let's see you probably have here for
04:27 um we've got our appointment information
04:29 so summary of that information that's
04:32 available in the hub is now displayed
04:35 um they have a Helo check-in status if
04:37 they did the Helo self-check-in with
04:41 um as well as so if they're in that
04:44 process you'll be able to see that here
04:46 as well as the additional note section
04:49 in the patient's Hub that flows to the
04:50 progress note is now available as well
04:53 here you can add any notes from here and
04:56 it would the last looks like the last
04:59 three entries would be visible for you
05:01 here you could rearrange the tiles
05:05 um from here so maybe I I want to see
05:10 the Helo tracking status first
05:12 I can bump that up the list and that
05:15 would update that my tile so that gear
05:17 is only to change the um
05:20 the order of what the items are
05:22 displayed on the tile here so that can
05:24 be expanded and collapsed so that's new
05:27 um and you'll see throughout
05:29 um version 12 within the patient's chart
05:31 the Helo connect button so that leads us
05:35 to communicate with the patient ad hoc
05:39 um and he will connect allows us to
05:42 um basically they have you know the send
05:44 message just send web message all these
05:48 different items that was a little bit
05:51 scattered throughout the system they now
05:56 um section where they call the Halo
05:59 connect where you can engage with a
06:00 patient in various different methods so
06:03 you have the audio call the video call
06:06 um secure text so ad hoc I can send a
06:09 secure text I don't have to navigate to
06:11 The Hub I have that from the kit from
06:14 um and there's the the Helo sign and
06:18 Helo survey are additional features that
06:21 are integrated within secure text so at
06:25 any time when I want to send a text
06:26 message to a patient I can include a
06:28 form for them to sign and send back to
06:31 me so I can include that now in a text
06:33 message to a patient
06:35 um so anywhere where you see Hilo
06:37 connect you can access that you would
06:40 have to create some Helo sign forms so
06:44 you can build those
06:46 um as well as the other option is Helo
06:49 surveys you can include a survey link
06:52 um within your secure text message too
06:54 so that allows us to now ad hocs at any
06:57 time send that survey to the patient
06:59 right from here and we also have the
07:03 option to include a questionnaire
07:05 um so we can send any of our
07:07 questionnaires that we have set up
07:09 within the patient portals I mean
07:11 question questionnaire designer
07:14 um you can now pull in from here and
07:16 send it via text to the patient to
07:18 complete so lovely items here
07:21 um that we can engage our patients with
07:23 we can set up some templates that would
07:26 include a message so a blurb to the
07:28 patient with maybe a survey or a message
07:31 template for the forms so you can build
07:35 um so your staff can use that um freely
07:39 um easily at any time
07:42 um you also still have your e-message
07:43 option to send to the portal a message
07:46 to the patient or a voice recorded
07:48 message that we can send to the patient
07:49 so all these items are here
07:55 activities being displayed here
07:58 um where you can kind of sort also just
08:01 looking at all the Helo activities for
08:03 your patient so it's nice dashboards for
08:07 um engagement tools that we have in ECW
08:09 you also have access to create a quick
08:11 action from here as well as adding a
08:14 note to the patient's chart so they
08:17 really enhance the notes section that
08:19 free text notes section in the patient's
08:21 Hub where you can add any notes in there
08:25 it's not part of the medical records of
08:28 um they did enhance this that you now
08:30 need a subject as well as you can use
08:34 um so we can identify what the notes are
08:36 in regards to and these tags are custom
08:38 that you can create custom tags for
08:41 these as well for your different
08:44 um so that's an enhancement here with
08:45 the notes and you'll see that available
08:47 many different screens too so just
08:50 wanted to address that you see your the
08:52 Helo but the connect button on the
08:55 office with the screen as well
08:58 okay so I think that's it in office
09:00 visits we're gonna jump into our
09:04 I'm gonna launch the progress node here
09:08 um we're gonna say yes we'll carry
09:10 forward medications
09:13 let's see do I see a chat message
09:23 okay so in my patient
09:28 my progress note for my patient
09:31 um first in my dashboard an enhancement
09:33 within version 12 you can easily web
09:36 enable your patient and receive their
09:37 web enabled with the little W here and
09:40 it says yes or no I can click on it I
09:45 um and access the web enabling patient
09:47 communication window right from here so
09:49 I don't have to go into Hub
09:52 um or go into my info screen and options
09:54 I can access that right from here so
09:56 again making it easily accessible less
10:01 so there's that you got your connect
10:04 button here as well
10:07 um and let's move towards
10:10 let's see well what we're going to show
10:12 you first here okay so
10:15 um something to point out the preferred
10:17 name for my patient so my patient's
10:20 preferred name here is Rey and it's in
10:22 parentheses here and uh with pretty
10:24 limited the display of the preferred
10:28 um in previous versions of the clinical
10:29 works for the patient so look out for
10:32 the preferred name in the different
10:33 ribbons so if I click on the HPI in the
10:37 in the Blue Ribbon of the sections
10:42 um the patient name here it has it in
10:45 um or you may find it in parentheses
10:46 like we saw on the other screen so
10:48 you'll see it displayed in many
10:50 different areas of the of the chart
10:54 um and any clinical works for the
10:56 patient so that's a great enhancement
10:58 they still have some work to do it's not
11:01 um but most of the time where you're
11:02 interacting with a patient you'll see
11:05 um uh preferred name displayed so we can
11:08 use that patient preferred name
11:14 um I'll jump to the interactive clinical
11:16 wizard before I go into the actual
11:18 progress note so in our icw I write jar
11:22 panel we have our new
11:25 um encounters tab so
11:29 this is really really great
11:31 um so what the encounters tab allows us
11:34 to do is to access our previous
11:35 encounter so remember the encounters
11:38 button here where you can access
11:43 um the Blue Ribbon or the patient
11:44 dashboard but that is that extra click
11:47 and not only that it's a separate window
11:49 where I just can view it um and it could
11:53 um you know another window floating
11:55 um and the other option of encounters
11:57 that we previously had is to pull up
11:59 from this list here we can go to our
12:01 previous visits and it would navigate
12:03 away from this progress note so now we
12:06 have the ability to pull forward any
12:08 previously documented notes so this
12:12 exact functionality in my right chart
12:15 um and side by side look at what I've
12:18 previously uh what my previous encounter
12:21 um for my patient so I'm super helpful
12:26 and I want to show you one more
12:29 enhancement let's see okay we'll get to
12:32 it in a moment so in counters tab that's
12:34 um also to note make sure that in your
12:39 um in the show hi tab you would need to
12:41 check the box to display encounters
12:44 um so it's visible for you here so if
12:46 you don't see it once you take version
12:50 um your my settings is the profile is
12:52 updated to include the encounter stuff
12:54 the other small change here is order
12:57 sets is now OS so just to give us a
13:00 little more space there
13:02 um and histories now include the GYN and
13:05 OB history and allows us to
13:08 um it always displayed it but now it
13:10 allows us to merge that history
13:13 um just like the others in the patient's
13:14 chart so you got your merge buttons
13:20 um and lastly within the right jar panel
13:23 we have our so I don't have Helo
13:27 insights but if you have most of you
13:29 should have my environment is a test
13:32 um so they don't um give that to us
13:35 because we don't have actual providers
13:37 in here with NPI numbers so we wouldn't
13:40 have patient real patient data as well
13:42 so these are all tested test patients
13:44 and and test environment so
13:47 um with it with Helo insights
13:51 um what is now enhanced on the right
13:52 chart panel there is a floating toolbar
13:56 here that floats with the right share
13:59 panel and it includes a to-do list so
14:02 any items that you search in Prisma and
14:05 Hilo insights and find that you need to
14:07 address any care gaps for your patient
14:09 you can add it from the Helo insights
14:12 Prisma section add that to your to-do
14:16 list from there and it will display and
14:18 access give you access to that right
14:20 here at the point of care so in addition
14:22 to your alerts that you have you can now
14:24 address Personal Care gaps and add that
14:26 to your to-do list so if you have Hilo
14:28 insights that is a new available feature
14:30 of a floating toolbar to access those to
14:34 do items that we identify for the
14:37 patient and address that in the visit
14:42 okay so let me open up an HPI my
14:47 um in the progress from my HPI section
14:49 and we'll start from there
14:52 so if you've been noticing every time I
14:55 open a window within a window in ucw
14:59 um the the display of the of the screen
15:01 is much larger than previous versions so
15:04 that's an autofit and
15:07 uh wait a minute I have to find the
15:10 right term the progress no responsive
15:14 um and what that allows us to do is
15:15 select the percentage of how of the the
15:20 um screen that you want to display in
15:24 your progress node and autofit is an
15:27 enhancement that um
15:29 it's uh autofits your ECW session to
15:33 your display resolution so we want both
15:36 of those enabled to both both of those
15:39 enabled so we don't have an issue with
15:41 seeing things really small and and not
15:44 fitting in the right screen
15:46 um so it's really nice that they've
15:47 enhanced and added that so with here I
15:50 have it set at 80 so it's covering 80 of
15:53 my session here it's nice and big you
15:55 can have it at 70 75 however you'd like
15:58 so those are all my setting for the
16:06 um uh progress note response section can
16:10 also be set a screen can also be set by
16:15 um so not every user will have to update
16:17 it we can we can set it as a practice
16:19 default setting as well
16:21 okay so that's that's the display here
16:24 that everything's really really nice and
16:25 large and I can visibly see what's going
16:28 on much easier for my eyes
16:32 the other big new thing that we're
16:34 noticing here is the floating toolbar
16:36 and that's within every section of the
16:39 progress note you will have a floating
16:42 um and that gives us easily access to
16:44 many different items in the chart so
16:46 again the idea of version 12 and then
16:48 further enhance many clinical works is
16:50 to reduce clicking and increase
16:52 usability and help us with documentation
16:55 of efficiently documenting so our
16:58 floating toolbar increases definitely
17:00 that the first tab on the floating
17:03 toolbar you have the section you're in
17:05 but your the HPI right here
17:09 um my second tab is the treatment
17:13 so that's another very cool new feature
17:17 with any clinical quarks so the
17:20 treatment timeline will be in your
17:22 flowing toolbar as well as wherever you
17:25 see medical summary in the patient's
17:26 chart like in your patient dashboard in
17:28 the hub you will have a link to the
17:30 treatment timeline as well
17:32 and the treatment timeline is like it's
17:35 it's it's called it's the timeline of
17:37 treatment of your encounters that you
17:40 um from so history of the patients
17:44 um visits and it includes all these
17:46 different elements from that visit so
17:49 you have the um assessment your
17:51 treatment notes your internal clinical
17:53 notes from that visit your medications
17:55 that you've ordered Labs order
17:56 Diagnostic Imaging that's order
17:58 procedures immunization that we're
18:01 administered injections as well as the
18:03 referrals so you have columns for all
18:05 these you also have the option to
18:07 unselect and not display one of these
18:11 um and you can also set a default to
18:13 what you want to have displayed by
18:15 default in your treatment timeline so
18:16 that's over here so you can uncheck if
18:18 you don't want to see something here
18:21 um you can each of these columns are not
18:26 each but the the History Section so your
18:28 medications orders these are all
18:30 clickable I can access my Rx history
18:33 rates from this column so again I'm
18:36 seeing something and I can then click on
18:38 it if I need more information
18:41 um same all these are actually launching
18:43 those history Windows my immunizations
18:48 um so it's really nice
18:50 to have that all available for us you'll
18:53 also find a lot of the little uh tips
18:56 and tips here so the little info icons
18:59 um in the treatment timeline as well as
19:02 throughout in the version 12. so it
19:04 explains what we're looking at and
19:06 here's a little legend for our icons for
19:10 um same with the immunizations you got
19:15 um to to explain what we're looking at
19:20 each of the progress notes here you can
19:22 expand and collapse encounters that and
19:26 you can also access here the actual
19:29 progress note from that visit by
19:30 clicking on PN here
19:34 um really easily accessible your
19:36 treatment timeline for the patient and
19:38 as you see people hover things you can
19:40 see the full information if you're not
19:42 seeing it just on the display
19:44 so hover to discover it still continues
19:49 um in version 11 and 12 so just make
19:52 sure you hover and you can find more
19:57 um you can also filter the treatment
19:58 timeline you see you got your facility
20:00 filters your providers so if you only
20:03 want to see visits by specific providers
20:05 specialty as well as filter by diagnosis
20:08 so visits for a specific diagnosis and
20:11 you got your encounter date range too so
20:13 I think this is a lovely feature and
20:16 that's the treatment timeline here
20:18 that's displayed in my floating toolbar
20:21 as well as anywhere that we've got the
20:24 I think I see a little chat message here
20:28 if that practice default autofit will
20:31 the user be able to override that by
20:35 and we'll go to my settings after we go
20:38 through everything we'll just look at
20:46 so um back to our floating toolbar we've
20:49 got the next is the lab history so we
20:52 have access to not only Labs it's just
20:54 called lab so I got our lab the IM
20:56 procedure history for my patient right
20:59 in my progress note in the sections
21:02 within the progress note so there's very
21:05 easily accessible for us
21:08 um an enhancement in our history window
21:12 um uh just because we're in here now
21:14 I'll show you there's a few old reports
21:18 um we have the view all reports option
21:20 in our L Jelly Bean right
21:23 um and now it's accessible uh to view
21:25 all reports within our history window
21:31 um and have that functionality
21:34 um to it you know address and review the
21:37 all reports that are open for me in my
21:39 lab history Di and procedure window just
21:42 like we had in our old Jelly Bean
21:46 um the next tab here in our floating
21:48 toolbar is the resource schedule so I'm
21:52 seeing my patient I'm documenting things
21:54 and we need to schedule a follow-up or
21:57 we need to schedule an appointment I can
21:58 simply go to my floating toolbar and
22:00 schedule that I don't have to navigate
22:01 out of the section or the progress notes
22:05 um so these are right at our fingertips
22:07 I've got the resource schedule
22:09 um I can also it's it's like the
22:11 provider schedule view I can see the
22:13 calendar and the appointment time the
22:15 number of appointments that I've got I
22:17 can pull up another provider schedule
22:22 Sam Willis I don't think I have
22:24 appointments on other schedules but you
22:26 can pull up um any of those providers
22:28 here and book an appointment right on
22:33 we've got um documents so patient
22:36 documents is available on our floating
22:40 um so we have access to that
22:43 um this it just the note the enhancement
22:46 with version 12 on our documents they
22:49 now have a little icon that shows us
22:51 when when a document is expired so it's
22:54 visible to us when we look at the
22:56 documents in our patient documents so
22:58 you'll see this little tiny it's
23:00 probably very small for you guys but
23:01 there's little red uh stop little icon
23:05 um that's showing that these documents
23:07 are expired so if you have sets your
23:10 document expirations or your category
23:12 expirations for documents it will be
23:14 easily visible to make sure we update
23:17 that with the patient so
23:18 and that's again accessible from our
23:24 um we've got our um Eva our ECW our
23:29 economic Works virtual assistant
23:31 so you can utilize Eva within the
23:34 floating toolbar as well
23:36 so it can help us multitask
23:39 um and I I've not I didn't go into you
23:42 know what Eva is as that we had that
23:44 available on the on on version 11.
23:48 um but if you haven't explored Eva your
23:50 virtual assistant definitely explore
23:52 that for multitasking super super useful
23:55 um and then we've got our RX history so
23:58 RX history is available
24:01 um right in our floating toolbar the
24:04 other item that's available in our
24:05 floating toolbar is Prisma I again I
24:08 don't have Helo insights or Prisma in
24:10 our test environment but if you do
24:12 you'll see it's an option here to
24:14 display in your floating toolbar so have
24:17 access to any external data right from
24:20 the different sections in your progress
24:22 node in your floating toolbar super
24:25 um this little video icon allows us to
24:27 again let's just change the order so it
24:30 gives you as a user
24:32 um an option to change the order of how
24:34 these are displayed
24:36 so you just drag and drop
24:41 now you can save that so that there's
24:44 that switched for me okay now if I'm
24:47 ready to go back to hbi where I was in I
24:50 could just simply go back to my first
24:52 Tab and it brings me back to that
24:56 okay so I'm gonna move on to show us
25:00 some other cool smart things
25:03 um and I'll do that in the HPI section
25:06 here oh one thing to note
25:09 um just we have uh in each section of
25:12 our progress note we got our floating
25:14 toolbar and we also have our right show
25:19 within each section of the progress note
25:21 again reducing the need to click out of
25:25 the section to navigate it on this extra
25:27 VCW so you have your icw in every
25:31 section of the progress node
25:34 um and I can access
25:36 from here my new encounter Tab and I can
25:41 pull forward any previous encounters
25:44 that I've documented
25:46 and use my copy and paste feature so let
25:51 me show you let's see if I can find
25:55 go to this one maybe
26:00 um an exe was a little bit easier let's
26:04 say I want to copy these notes
26:06 um to copy and paste but I know since we
26:09 went on the browser we were having a
26:10 hard time to do that or wasn't available
26:12 for us so now we can copy and paste
26:16 I can just simply select what I want to
26:19 copy I'm using my new encounters tab
26:21 and I'm going to just simply paste it
26:24 I'll do a control V to paste it so when
26:26 I go right click it tells me to use my
26:29 so I can copy with my mouse and then I
26:31 use my keyword to paste
26:33 ta-da I can copy and paste now within
26:36 the different sections of the of the
26:39 clinical works as well as third party so
26:42 anything outside if I'm keeping notes
26:43 somewhere which I shouldn't but if I
26:45 have something to copy outside of ECW I
26:48 can paste it in here
26:54 and other cool new stuff we've got smart
27:00 new smart items using a little bit of AI
27:03 and the data we've been inputting all
27:10 period and oh let me do the other one
27:13 first if I enter a hashtag
27:18 I can pull forward any patient data from
27:22 so there are several patient data that I
27:25 can pull forward into my note so if I'm
27:28 referencing different items I can set up
27:30 typing it or looking it up I can put a
27:33 hashtag in my note and pull forward any
27:38 from this list you'll notice too if this
27:41 is a data element that I haven't
27:44 documented previously you won't see that
27:46 of course completed there so there's a
27:48 little Dash there but if I do have that
27:51 available I can simply select it from my
27:54 so maybe I'm talking about the past
27:58 I can enter that information or let's
28:04 if I want to add the patient's age
28:06 there's the first one on my list so
28:09 I'm sure you get the idea how it works
28:12 um I can enter my chief complaint
28:14 pull forward medications any of these
28:17 values you can enter that in your note
28:19 easily by just using the hashtag
28:22 smarttags they're called smart tags
28:25 um in my notes in in any of the sections
28:28 of the progress note
28:31 um we also have other smart Fields so
28:34 let me just clear this out
28:37 um we have our smart these are smart
28:40 fields and if we put
28:43 um a period and a question mark we can
28:46 find all the different smart fields that
28:50 um within this this record or within ECW
28:54 so smart skills would include any
28:57 keywords so remember to access keywords
29:00 we would click on the Ellipsis and
29:02 access our keywords in here
29:04 so instead of having to navigate in here
29:06 and access our keywords oops I went to
29:09 Smart notes that's the next thing I'm
29:12 so instead of clicking our ellipsis in
29:14 my different notes I can access the
29:16 keywords from here from this section
29:19 um and then we can also access smart
29:21 notes so smart notes are new
29:23 the third smart item that they've got
29:26 um if you have used ECW Dental this
29:29 would be familiar with you so they're
29:31 basically smart notes are your Macros
29:35 with prompts so a macro with little
29:38 blurb of text that you put in a shortcut
29:40 that can enter that quick text so help
29:44 you document more efficiently
29:46 um the smart nodes is
29:49 in addition to that blurb it would add
29:51 prompts to each document so let me show
29:53 you so if I select this smart node here
29:55 I would be prompted with these prompts
29:59 and I can select click on the prompt and
30:01 if I I'll show you how to use it with
30:03 the smart skills on the other section
30:04 but first just explaining why the smart
30:06 node is so I can set up any of these
30:09 prompts within this blurb of text which
30:11 then allows me to respond to the prompt
30:14 and then it jumps to the next prompt
30:16 that I have available so I can have
30:19 different multi-select options single
30:20 select options date free text
30:25 and numerical values so just like any
30:28 custom fields that we have so once I've
30:31 select those prompts and the responses I
30:34 can then add it to my note here
30:36 so that's the smart node option that's
30:39 new within um the progress note
30:43 um and smart nodes let me see it's a
30:46 smart notes are only available in the
30:48 HPI examination and assessments
30:51 um those are the three that have that in
30:52 addition to the keywords
30:54 um can you copy a place from outside
30:56 test results can activation software yes
30:58 you can copy and paste now from
31:02 um that was the question that came in
31:03 the chat that I just noticed um back to
31:05 our copy and paste feature they've
31:07 haven't hands that you could copy and
31:09 paste from documents in ECW
31:13 that you scanned in DSW
31:16 so back to our smart field so you'll
31:18 have access to your keywords access to
31:21 these smart nodes that are
31:23 um cooler than your Macros
31:26 um and your Macros that you have
31:27 available so your Macros if you recall
31:30 let's go back to this list
31:33 um you you may have a little quick fix
31:34 that you enter so I have a macro for BMI
31:37 I can previously enter control space the
31:42 um the quick text so I would enter
31:48 control space well it doesn't work
31:52 uh I know I have it somewhere what was
31:56 it did I forget what I have to select
32:00 or maybe they removed that no we
32:01 wouldn't move that um but there's the
32:03 macro functionality that we always know
32:07 um now you can access it with these
32:10 so if I don't remember what I have
32:12 available I simply clicked the little
32:13 period in question mark and pull up any
32:15 of these are the macros
32:18 and these are the keywords you see your
32:21 Ellipsis there and you also have Smart
32:24 notes so there's the smart node that we
32:28 um that you could pull in before it
32:29 pulls it in you'll respond to the
32:36 and you can get that you can also put
32:38 defaults for those prompts so really
32:41 really nice enhancement there okay so we
32:44 covered tags smart notes smart nodes is
32:49 um can they be made private
32:53 I believe it's global
32:56 um when I go in to create a custom
33:02 it's just like keywords that is global
33:07 um oh no no that the the two options
33:10 here I almost forgot so basically you
33:13 can make a smart note that's available
33:15 globally between the three sections that
33:18 you have tomorrow with h value exam and
33:22 um the other option is make it to make
33:25 the smart node specific to this category
33:28 so this would be only a smart note
33:29 available in HPI so that's the two
33:33 options but you don't have the option to
33:34 make it private right now
33:46 um let's see we did copy and paste we
33:49 did a smart field so notes
33:52 um let's jump to our medications
33:56 so we'll go to files I see vitals here
33:59 right now navigation we'll go to vitals
34:01 first we've got some updates there too
34:07 so an enhancements with vital
34:11 um oh what's going on oh there it is it
34:19 so so it's not bad many things on the
34:23 um So within vital you may have some
34:25 mandatory fields and when you move to
34:27 the browser you may have not had the
34:29 option to document when a vital is not
34:32 taken um so you you had to maybe uh work
34:35 do a workaround to remove the mandatory
34:42 let me click the pop-up because the
34:45 pop-up will give us the option to
34:46 document um not taken so
34:50 um when you click on and it may have
34:52 been there for you previously but it has
34:54 been enhanced so as soon if I need to
34:57 document a vitals that was not taken
35:00 um and it may be a mandatory one or
35:01 something that I would usually document
35:03 in this type of visit
35:05 um and I may want to document that it
35:07 wasn't taken and the reason why so you
35:09 have that option here within the pop-up
35:11 so if I click not taken I then get an
35:14 option to select the reason decline by
35:16 patient there was no medical need maybe
35:18 or of the maybe the device was broken so
35:21 those are the three options here that
35:23 you have for not taken and that you can
35:26 apply that and document that correctly
35:30 in your vitals now so that's a nice
35:33 enhancement you see how it displays
35:35 nicely as well for us
35:37 um and it doesn't mess up any of our UDS
35:40 reporting by having these weird
35:41 characters and different things in here
35:44 um that's an enhancement of documenting
35:47 our vitals now taken
35:50 um we've got uh let's go back to our
35:54 medication reconciliation
35:56 using my navigation button here
35:59 you'll see you've still got your
36:01 floating toolbar it just floats there
36:04 um so in my medication reconciliation
36:07 and an enhancement for the on reconcile
36:09 task meds so when we see the on-rex file
36:13 tax meds we would be I have an option
36:15 now to dismiss this be on record cell
36:19 pass Med message because there may be
36:21 some times for patient safety then maybe
36:24 that we've updated it and it's been a
36:28 um in a future in a past or a future
36:32 um and we want may want to dismiss it
36:34 instead of having to reconcile them
36:36 again so you could dismiss now any of
36:40 these on record felt past meds one of
36:42 wives before you and you could also
36:44 dismiss individual ones so with from
36:47 your list you only want to reconcile one
36:48 or two and the others you want to
36:50 dismiss you'll have that option so
36:52 that's the enhancement here in version
36:54 12 for the um unreconciled myths that
36:57 you can now dismiss
37:00 the other thing I wanted to mention
37:04 um we've got so in my current
37:06 medications we've got our verified
37:08 checkbox here we no longer need to
37:11 verify if you have verified histories
37:14 um the you don't need to verify the
37:17 individual sections here when I have a
37:19 button up on the top and I know we we
37:23 may some of you may have had it
37:24 previously but it didn't function as
37:28 um so as soon as you navigate in here
37:29 and make any updates or review any of
37:33 the histories or current medications and
37:38 um once we review it whichever one you
37:42 um you know clicked in and and make sure
37:44 to review it will allow us to verify
37:47 that with one click so if my ma is doing
37:51 the intake and and going through things
37:53 as a provider I can just click verify
37:54 histories and it would verify those that
37:56 have been addressed
37:58 um so I don't have to click on each one
38:00 in the visually and go into each section
38:03 um so I'm just clicking through so I can
38:05 get some of it on there so I've got my
38:08 medical list through my allergies and my
38:10 current medications
38:16 and let's we'll close out of here as
38:19 well and we'll try to use that verify
38:21 histories section here
38:24 um so if I close out of here
38:27 I got my verify histories button up on
38:31 um and you'll see a little
38:32 um info icon section here and it lets
38:37 um how it functions the following
38:38 section will be there for only a section
38:40 is documented or the denial checkbox is
38:42 checked of these sections so
38:45 um if I click on that it should verify
38:47 that car medications and the ones that I
38:51 um was in so I navigated through
38:54 the medical history the allergies
38:56 whatever I had so if I go back into car
38:58 medications you should see the check box
39:08 This Isn't that cool
39:12 um now other things in the progress note
39:15 that we have we have new smart forms so
39:19 every practice will have it loaded
39:22 automatically I believe yeah I didn't
39:24 have to ask for it um that's just
39:26 something that comes with version 12.
39:32 um smart notes we have our opioids
39:34 screening the opio risk tool we have our
39:37 pain the peg scale and the phqa so our
39:42 our depression screening for adolescents
39:46 um available for all ECW customers on
39:49 version 12. so those are nice if I click
39:52 on that phqa you know similar to your
39:55 smart forms you'll have these available
39:58 to use and Screen our patients I know
40:01 we've used a lot the paper form for the
40:03 Pediatric discretion screen so
40:08 that is with version 12. let's see do
40:11 you really want to close this I always
40:12 have to read this I don't know why I
40:14 keep reading this when I should know
40:16 without saving yes I want to close
40:19 without saving let's see I think we've
40:21 got two more questions there
40:23 um Can the global smart nodes be edited
40:28 um so you have to have security
40:31 permission so you have to have a
40:33 um attributes assigned to your role so
40:35 if you have access to edit it you can
40:38 um and I wouldn't give access to you
40:40 know all users of sports or providers
40:42 that should be part of your change
40:44 request committee or whoever's updating
40:46 you know things like templates order
40:51 great question phqa does not get
40:54 captured in UDS unless you have it set
40:57 up right so Community mapping
41:00 okay we got to make sure it's set up
41:01 right um to make sure it's pulling that
41:03 in uh for UDS Rachel it's basically what
41:08 they told me at least in version 11 is
41:12 um it doesn't have that follow-up in the
41:15 same screen as the the
41:20 the regular phq that we always love and
41:23 take care of yeah so you know how the
41:26 follow-up follows right underneath that
41:30 yeah to actually come out of the phq it
41:34 has its own category you have to come
41:36 out and go into the adult
41:38 follow-up to do your follow-up it's
41:45 um they did they forgot to do that part
41:47 they forgot to put the follow-up for the
41:50 phqa so if you have a positive screen
41:52 you gotta remember to go to your
41:54 follow-up interventions in HPI correct
41:57 okay everybody heard that
42:01 um okay well hopefully they enhance that
42:04 um but otherwise now we are aware thanks
42:09 and I see a message will you add gas
42:12 seven so ECW does have gas 7 available
42:16 um that's something you may have to ask
42:17 your practice to enable
42:19 so you you would have to request that
42:23 um but that is an available screening
42:31 um oh another enhancement that's great
42:33 templates so we talked about smart forms
42:37 so within the problem so we have access
42:38 to our templates now we always had the
42:42 issue when we create templates or pull
42:45 forward templates or save the template
42:48 for a patient specific template or
42:51 um you save your note to make the
42:54 um we never had the option to include
42:55 social history but now social history
42:57 has been added to our templates so
43:00 you'll see that as an option here when
43:03 you merge and when you create templates
43:05 keep that in mind you have social
43:07 history as an option
43:11 I thought that was important to share
43:14 and we have on our toolbar here on the
43:18 bottom of the progress node
43:20 um we've got your apps button but you
43:22 may have to have that available on the
43:23 browser but you should see your apps
43:26 button there with any app that your
43:28 practice has enabled for provider use
43:30 you should have available here
43:36 um okay so we're gonna go to ordering
43:38 and then I'll come back to a few other
43:44 so we'll change gears here for order
43:46 entry items so in our progress note I'll
43:50 start with putting in an assessment so I
43:52 need that for ordering
44:01 ooh preventive medicine preventive
44:04 medicine have been there so there's a
44:06 question in the chat
44:09 about template creation
44:12 um and I'll follow I'll follow up with
44:14 um I can I see who put in the chat phone
44:18 um I'll let you I'll so basically when
44:21 you create a template there is the
44:22 preventive medicine section it depends
44:25 and when you when you create the
44:26 template and you select the Visa type
44:28 that doesn't include the preventive
44:32 um it won't it won't have that saved in
44:35 um so I can follow up and just show um
44:37 how how to set those up for sure
44:47 there's another prompt here in the chat
44:50 visit type new patient
44:54 oh oh are you saying to select the new
44:56 patient visit types
44:59 to include those fermented medicine yes
45:02 probably a new patient would include all
45:04 those all those sections in the in the
45:06 in the um progress note so you just want
45:10 to include a physical part of a physical
45:13 visit type that includes all the
45:14 different links in your progress node
45:16 um because if you associate it to a Visa
45:19 type that doesn't have any of those
45:21 sections you won't see that in your
45:28 so um back to here I want to add my uh
45:31 stuff man let me just add a previous one
45:41 okay I'll just add two
45:46 and we'll go into our treatment
46:03 One update here before I go into
46:07 um in our referrals there's some updates
46:12 um letter tags now that you can create a
46:14 letter that pulls in referrals
46:17 um uh elements so you can set up a
46:19 letter a referral specific letter or a
46:22 letter that includes referral items
46:25 um and access those letters from our
46:26 referral screen so that's a new button
46:29 here as well as new letter tags and for
46:32 version 11 just making everyone notice
46:34 the new status is to help us work
46:37 through our work list when following up
46:39 on referrals to close the loop so you
46:41 got your open status console pending and
46:43 now Insurance off as well and internal
46:46 review so instead of keeping everything
46:51 we may have it in internal review that
46:54 that shows that we had some work done on
46:58 that referral but we're not yet as
46:59 Council pending we didn't get to
47:01 schedule an appointment it's still in
47:04 um but it doesn't stay in an open status
47:06 so you got that extra status there to
47:08 help you sort through your and keep
47:10 things easier on your referral work list
47:12 I just wanted to mention that so let me
47:14 close out of here but your letters here
47:16 that's a version 12 enhancement
47:20 and we've got lots of enhancements in
47:23 our RX so we're going to go in to order
47:44 as you notice I have my annual physical
47:47 assessment checks here
47:49 um and my Rx trending button here is lit
47:55 up I have enabled the RX trending
47:57 features and that basically
48:00 um shows us those trending RX those
48:03 trending prescriptions for this
48:04 particular assessment that I have
48:06 selected and it is trending
48:09 throughout it's not specific to your
48:13 um it's trending throughout ECW use so
48:17 it doesn't mean that it's you know best
48:19 practice on these medications it just
48:22 helps us to identify what's trending
48:24 maybe something that I'm going to look
48:26 for to order for that patient for this
48:28 annual physical exam so if you hover
48:31 over the RX trending button if you have
48:34 um it will explain that to you so
48:37 um it's um so here you have your little
48:40 important note that the common diagnosis
48:44 common diagnosis specific prescribing
48:46 Trends across the clinical works
48:48 prescribers and should not be used as
48:50 best evidence practice for your patient
48:52 so it's just helpful
48:54 um but just still you still need to make
48:55 those clinical decisions
48:57 um before ordering things if it's
49:01 um so those are the RX trending if you
49:03 have that enabled that is an item key
49:06 um and it's in addition to those new
49:08 enhancements for your Rx medication
49:10 search so if I go into this little
49:15 you'll see the new Option here to enable
49:17 enhanced medication search so if you
49:21 have that enabled you can include any of
49:23 these or all of these of course I
49:25 include it all because why not enhance
49:27 and help us search for our medications
49:31 um so now we have starts with contained
49:33 so I can use both starts and contain
49:37 um it's not limited to just the stars
49:39 and contains remember we only have this
49:41 functionality here we've got our fuzzy
49:45 so if you misspelled any
49:48 um uh medications when you're typing it
49:50 it usually will help you find the right
49:52 one so it gives you an example of
49:54 Carnival will display
49:58 basically if you're typing it's I guess
50:01 print I don't I'm not as medical stuff
50:04 but it looks like pretty bad misspelling
50:06 um but it it actually understands to
50:09 know you searching for that I also tried
50:11 like if you do penicillin instead of my
50:17 um and it knows it still knows it's
50:20 um no that um it still helps us with
50:24 that search you also notice that it's
50:26 giving me generic once within my search
50:29 um it doesn't it doesn't have me
50:33 um display that there's a generic option
50:35 a generic option here as well and that
50:39 um in my enhanced medication search so
50:42 generic with brand search
50:44 um I showed you the abbreviation so
50:46 that's the mnemonic search
50:48 um as well as we've got proximity search
50:50 so I can search for those combination
50:52 items as well so let's say they give you
50:55 an example of Tylenol coding so if I
50:57 start searching you know three letters
50:59 to my Tylenol and then codeine it should
51:03 um oh it already gave me that before so
51:04 it should it it is smart enough
51:07 um to help us find the medication we're
51:09 looking for so we have that those are
51:12 all within the enhanced medication
51:17 so we did RX trending oh let's get a
51:20 medication in here actually
51:25 the one that we were searching for
51:29 I don't even remember how to spell it
51:36 was that it or something
51:44 and it shows me some
51:54 I'll just fill penicillin
52:04 okay so what I wanted to show you is
52:07 when I'm going to do my Rx edit they've
52:10 enhanced that screen too
52:12 foreign so when I go into again RX edit
52:19 taper so one thing in here that's an
52:21 enhancement is that we can taper the
52:23 medication of course it may it doesn't
52:25 make sense for penicillin but you have
52:27 the the to the option to taper your dose
52:30 so you can put in your dosages here and
52:34 to get that tapered for the patient once
52:37 you list it here you just click apply
52:38 and it adds for you so
52:41 um that's uh nice that they've enhanced
52:46 um and the other enhancement is that you
52:51 prescribe the medications to
52:55 um specific Pharmacy so you can
52:57 associate the pharmacy basically I can
52:59 send my penicillin to Pharmacy a and my
53:02 Tylenol to Pharmacy B so you can send
53:06 prescription to different pharmacies now
53:08 um that wasn't an option before so you
53:11 can split your orders and send to
53:14 different pharmacies so those are
53:16 options in here and the other item is
53:20 the dispense as written is now visibly
53:25 um and we'll see that also in our Common
53:27 Sense window that they've enhanced that
53:29 so let's just put in and zero refill and
53:39 oh okay well why didn't you give that to
53:44 oh my my test patient is allergic to
53:52 so we're gonna add it
53:54 just just for testing purposes okay the
53:58 other item in our manage orders
54:01 um if you have access to the patient's
54:03 allergies here that wasn't previously
54:05 here so that's an enhancement you got
54:07 your allergies here
54:10 um I believe in medication
54:12 um summary yeah so it's all it's in the
54:14 same in the manage orders window you've
54:17 got your allergies um here
54:21 okay now let me put in an order as well
54:25 a lab just so we have two orders in and
54:28 you can see the new enhancements
54:30 um in our common send window
54:41 okay so let me just put that in we're
54:43 going to close that
54:47 so with our prescriptions again my Rx
54:50 trending my Rx enhanced search I got RX
54:53 taper option and RX
54:56 um option to split my prescription
55:03 um the other thing in here your
55:05 interaction window will change colors as
55:07 appropriate for your the type of
55:12 um so new here if you notice we've got a
55:15 send RX now so I know it was annoying
55:18 for providers to come and send window
55:20 when your income is send you've got both
55:22 you know all your orders in there and if
55:25 you just want to send that and you
55:26 prescribe that medication you've got
55:28 your send RX right now
55:31 um that's available in version 12 and
55:34 with Benz RX this course is just pulling
55:36 up that prescription that you're sending
55:39 um enhancements and common sense in
55:41 general especially for prescriptions
55:43 you'll say my patient Pharmacy I can now
55:46 set it as a primary Pharmacy for my
55:48 patient so if I'm updating a pharmacy
55:51 for the patient I can set it as a
55:53 primary Pharmacy so that's an option
55:56 here I also have the little info
56:01 tips little icons here as well so giving
56:05 you information of the different fields
56:08 and how things function
56:16 um suspensive as written is no longer
56:20 you know you remember your head your
56:21 icons here on the left you know and it
56:24 was really hard to tell
56:26 um there's a little s for substitute so
56:28 if it's lit up you'll you allow
56:29 substitutes if it's straight out you're
56:31 not allowing substitute so it's just not
56:33 clear here is literally a check box so
56:36 if I wanted dispense I've written I just
56:40 um if it's controlled you'll see that
56:41 check if it's just a controlled
56:44 um I can edit my prescription simply
56:46 clicking on that hyperlink of the drug
56:48 right there so I X I can access RX edits
56:53 um I also have the height and weights
56:55 visible for me here as well as in my Rx
56:59 um I can update the pharmacy from here
57:02 um and other things
57:05 that's in here let's see did I miss
57:09 I think those are the big big changes
57:12 that we have that we can update um if
57:14 you need to make a change for your
57:16 prescription you can do that from here
57:17 and the clear displays of your
57:21 um within a prescription
57:25 um and this is under the common uh the
57:28 send RX that allows us to just deep
57:31 describe our medication
57:43 um looks like there's a question about
57:46 um where is the pregnancy status found
57:49 oh where was it found up until now
57:53 is it missing is that something that you
57:55 had before in common sense or that's
57:57 something that we need
58:01 if you want to add that to the chat
58:04 I don't recall offhand if anybody else
58:07 knows we can add that there
58:09 um or I can look into that I don't I
58:12 don't remember off the top of my head if
58:14 that's that's currently available to us
58:17 um okay so um I clicked into common
58:19 sense just so you see your standard
58:23 um it includes of course the lab that I
58:27 um and also a little bit more
58:28 information there letting you know if
58:30 you select a facility and um you know
58:33 the different items
58:38 uh you can never find it but again I
58:40 would want to know if it's something
58:42 that was previously there or
58:45 um or if that's an enhancement probably
58:46 with the enhancement requests
58:53 um those are the updates with common
58:54 sense and your new send RX
58:58 let's see if we missed anything there's
59:01 a lot of stuff so just going through
59:03 making sure that I didn't miss to show
59:06 you any of the new cool items
59:08 um I'm also going to be providing you
59:10 documentation a little guide that you
59:13 can take with you and refer back to
59:14 those items after our session today as
59:18 so I put in those okay so something new
59:21 once you put in some orders
59:24 um you'll have this new
59:26 progress bar I mean I I think it's a
59:31 um it looks like a button to me almost
59:34 um and it's going to give us
59:37 um a quick view on the progress for our
59:40 orders so it shows me I have two orders
59:43 that are there and they're pending
59:45 um and it's um if the hover over it
59:47 tells me action required if I click on
59:49 it I'm gonna see what's pending what
59:51 orders I have of the different
59:53 categories there medications and Labs
59:57 um and if I click on the actual
59:59 medication line I can see and what in
01:00:03 what status is that so if it's been
01:00:05 transmitted or not
01:00:07 um so I'll see the status once it's sent
01:00:10 and once it has been completed same with
01:00:12 the orders when we're sending those out
01:00:15 um you'll have the little info button
01:00:17 here that's giving you a little
01:00:18 disclaimer or how things work gosh it
01:00:25 no I was clicking I can't be clicking on
01:00:29 browser we have to hover to discover so
01:00:31 I forgot that for a moment okay so
01:00:34 pending orders does not include future
01:00:36 orders like just like in common sense
01:00:38 you don't see your future orders because
01:00:40 as you're not transmitting them today so
01:00:42 you have your future orders are not
01:00:44 included and you're printed and faxed so
01:00:46 you're keeping track of things you're
01:00:49 um so let's just reminds you here what
01:00:52 okay so that's your order progress quick
01:00:56 launch button that's why ACW calls it
01:00:59 that's something new in here
01:01:02 um so that's the other item that we had
01:01:06 um so let's see what else do we have in
01:01:07 the powers I think we covered most of
01:01:09 the new cool stuff in here and
01:01:12 um oh I I didn't get to mention
01:01:17 um blue status ribbon up on the top of
01:01:20 the progress load that we have available
01:01:23 um will show us the status of our of our
01:01:25 clinical cycle so um I didn't put the
01:01:28 patient in room number so you don't see
01:01:30 it but let me go update it quickly and
01:01:32 you'll see it displays the room number
01:01:36 um the status code so if they're with
01:01:40 EMA or whoever whatever your status is
01:01:44 Oh I thought I had one with the provider
01:01:48 let's just change that and that you see
01:01:51 how that cycle time updated as soon as I
01:01:53 changed that and my duration of my
01:01:55 business continues to go up there that's
01:01:58 the total time and oh did I not go into
01:02:01 the one that I entered
01:02:03 sorry I got distracted give me a second
01:02:06 there so I'm going to just enter the
01:02:09 room number and I wanted to show you
01:02:11 that it displays on the progress note
01:02:15 there it is okay so you got your status
01:02:18 and your room number
01:02:24 um the the logs of the cycle so that's
01:02:27 the report I don't I I haven't seen
01:02:31 um anything on the front end where you
01:02:35 um but you can see the total duration of
01:02:38 that visit and the individual cycle time
01:02:41 for for that that the patient is
01:02:46 okay but right from here is not I
01:02:49 believe there is not that I'm aware of
01:02:51 that you can see
01:02:52 um logs that's a question in the um chat
01:02:56 if you can see the logs of the cycle
01:02:59 okay so we will move on to telephone
01:03:05 um let me jump to we'll go to the
01:03:07 patient's hub from here I've used test
01:03:13 um My Hub remember the connect I have
01:03:16 access to connect here and I will go
01:03:19 into create a new telephone encounter
01:03:31 counter I have several new items
01:03:37 um first I can reassign a template
01:03:41 um by simply typing when I'm typing in
01:03:43 action I can type my mention so if I use
01:03:50 I can select any staff member to assign
01:03:54 this telephone accounting count to two
01:03:56 so as I'm typing a message and I want to
01:03:59 assign it to someone I could just I
01:04:01 don't have to use my mouse and navigate
01:04:03 to assign to and select a staff member
01:04:05 from there I can simply use my ass
01:04:12 select the staff member so there is
01:04:15 replaced the assigned to from me to
01:04:19 okay so that's really lovely as I enter
01:04:23 text and I want them ready to reassign
01:04:27 it I can start typing who I want to send
01:04:30 it to click enter I don't even have to
01:04:33 use my mouse to select it and there it
01:04:36 would change it to oh I mean I I had it
01:04:38 so let's change it back to myself
01:04:47 so as they keep typing go filter to the
01:04:49 staff member you're looking for and now
01:04:51 it assigned it back to me okay so that
01:04:53 that is your mentions feature
01:04:56 um and that also works in your orders
01:04:57 window so when you want to reassign an
01:04:59 order for results
01:05:01 um you could reassign an order with the
01:05:04 mentioned feature by using your at
01:05:06 um symbol um just typing that and
01:05:08 pulling up the staff member you want to
01:05:12 um other things in our telephone
01:05:13 encounter we've got templates in our
01:05:17 telephone encounter now so you can save
01:05:22 when you go to save as a template it
01:05:24 will give you the fields that would save
01:05:26 within the template you simply have to
01:05:28 set up the field here in this template
01:05:32 that you want to save and
01:05:34 um uh enter the template name and then
01:05:37 you can select your templates from apply
01:05:39 template where I was just in so let's
01:05:43 um I want to say the
01:05:45 um specific field here so it allows us
01:05:48 to save the caller so up here my caller
01:05:50 my reason high priority if I want the
01:05:53 template to include that the assigned to
01:05:56 the provider listed facility and the
01:06:00 so all that can be saved as a template
01:06:04 um I simply enter that information click
01:06:06 save as template enter the name I want
01:06:09 to call the template and then when I
01:06:11 want to access that template I can
01:06:13 simply click on apply select my template
01:06:15 and it would apply the template
01:06:18 so any of your workflows that you find
01:06:20 that repetitious you can save templates
01:06:22 and have your staff use that
01:06:24 so there's that refill template that I
01:06:28 just as a test okay so that's new in our
01:06:33 telephone encounters we have templates
01:06:37 um let's see here
01:06:40 let me close that that's giving me a
01:06:43 message I want to change the template
01:06:46 um for a telephone for the refill it
01:06:49 allows me to make changes here and then
01:06:51 click update to update that template
01:06:53 that I already had created I'm just
01:06:55 going to close that message
01:07:00 I got the right chart panel here
01:07:03 um I have also the floating tool but I
01:07:05 don't know why it's not showing right
01:07:07 now but there is a floating toolbar in
01:07:09 our telephone encounter as well
01:07:12 that I I don't know why it's not
01:07:14 displaying here but you should see your
01:07:16 floating toolbar here
01:07:18 um in our telephone encounter the other
01:07:21 enhancement is when we go ahead and
01:07:23 order anything in our
01:07:25 um in our telephone encounter so let's
01:07:28 say I want to order that refill so I go
01:07:29 into virtual visits
01:07:32 um it's going to record the the item for
01:07:34 us so in my virtual visit here let me
01:07:39 I'll just go to the progress note
01:07:43 and then we can go back to that
01:07:44 telephone encounter
01:07:47 so here's my progress note for that I
01:08:03 so instead of having to go back to the
01:08:06 telephone encounter and adding the
01:08:07 message that you ordered it it will and
01:08:09 it will record that for you
01:08:37 my test patient has too many
01:08:39 interactions so it keeps popping up okay
01:08:44 um I put in that order
01:08:46 and if I go back to that telephone
01:08:55 or maybe a do I need to transmit it
01:08:57 let me transmit it first
01:09:00 I'll print it or
01:09:25 no just click print
01:09:27 because I can't eat the Scribe of course
01:09:39 give it a moment there
01:09:49 and in my third floor here I could just
01:09:51 pull up my telephone encounter instead
01:09:53 of going back there
01:09:55 um got my refills here from today
01:10:00 oh my God it didn't enter it it worked
01:10:17 that is crazy hold on I have one that it
01:10:23 um I'm not sure why it's not working now
01:10:25 there's always got to be something that
01:10:28 doesn't work when you're trying to
01:10:30 let's pull up my other refill
01:10:34 and there this um that's the lab that I
01:10:39 um and it and it showed that I uh place
01:10:42 so it documented that
01:10:46 that was my last time when I tested it
01:10:49 I just put in an order
01:10:51 um it should put in an RX as well so not
01:10:54 sure what happened there but if that
01:10:56 doesn't work I'll probably open the case
01:10:58 if that doesn't work again
01:11:00 um but that should function for us and
01:11:03 keep track of what we're ordering
01:11:04 instead of having to go into that
01:11:08 um so if I go back in here let's just
01:11:10 put in a lab order
01:11:15 maybe because I canceled the print of
01:11:18 um it's just it's just so they say that
01:11:20 I ordered it but maybe because I didn't
01:11:22 put it through all the way let's try
01:11:28 we'll try the order of the lab
01:11:32 because I don't need to be a provider
01:11:35 and let's see if I order it it will
01:11:38 should it should keep track of that too
01:11:42 um and we'll go back to
01:11:48 okay so my order for my lab I wonder if
01:11:52 you need to be a provider and you
01:11:54 prescribe it or actually transmit it
01:11:57 um for that prescription to show here
01:11:59 I'll do only to do further testing but
01:12:03 um we could say that it does work when
01:12:05 you're ordering lab din procedure so if
01:12:08 we'll keep track of that if I go in and
01:12:10 remove that order it would also keep
01:12:11 track that I then deleted it I tested
01:12:14 that as well and we'll do need to do
01:12:16 further testing on the prescriptions but
01:12:19 that's an enhancement there
01:12:22 um we mentioned them the mention so
01:12:25 being able to update my the assigned to
01:12:29 um and logging actions in for our orders
01:12:36 and let's see here we're gonna go into
01:12:42 and I'm going into my tea Jelly Bean
01:12:46 um and navigating to tea gel Bean
01:12:48 actually brought me to my actions
01:12:51 so an enhancement in version 12 you
01:12:54 confess your defaults for your jelly
01:12:57 beans so when you're in my settings and
01:13:00 I left this alert there so you guys can
01:13:03 um what it was about
01:13:05 um So based on my settings it has
01:13:06 redirected me to the action page of
01:13:09 course if I check the box do not show
01:13:10 this message again it won't show me
01:13:12 again but I'm going to keep it like that
01:13:15 um once you make that change it just
01:13:16 confirm that and let you know why that's
01:13:20 um so if you want to change your default
01:13:22 you always work out of actions and not
01:13:25 necessarily telephone encounters you
01:13:27 want that default for your Jelly Bean to
01:13:30 be that you can change that and we'll go
01:13:32 into settings to show you the different
01:13:33 options because telephone encounters are
01:13:35 not the teachers not the only one that
01:13:37 you can set defaults there are several
01:13:40 options here for setting defaults in
01:13:42 your jelly beans
01:13:44 um the other thing with actions you can
01:13:46 now color code it not cool go my colors
01:13:49 for my different action types so I can
01:13:51 nicely see what's going on here in my
01:13:53 work list so an enhancement for Action
01:13:57 um select colors for your action types
01:14:01 um in in your actions so if I go in
01:14:05 there when I create an action I can and
01:14:07 when I'm setting up those types I can
01:14:09 select the color for them now okay
01:14:14 um looks like I've got my I did not see
01:14:16 that earlier but there's a dashboard
01:14:17 tiles as well in my actions section
01:14:20 let's see if it's in telephone
01:14:25 no okay so I have that in actions your
01:14:29 um in telephone encounters it didn't
01:14:32 um the other thing in here I'll show you
01:14:34 Jelly Bean settings in just a moment but
01:14:36 just to to cover another item in your
01:14:38 Jelly Bean some updates here you've got
01:14:40 the option of a new option to have a my
01:14:44 pool so my pool is an enhancement to the
01:14:47 assign to feature so it allows us to
01:14:54 to filter are assigned to
01:14:57 um to a specific pool of staff so I can
01:15:00 create my my pool and
01:15:04 um little p here to uh pull up all the
01:15:08 all the staff in my pool so basically if
01:15:10 I'm a team and we're all covering for
01:15:13 um we can all be in a pool and then see
01:15:15 anything that's assigned to
01:15:18 um that pool of Staff instead of just
01:15:20 simply selecting one staff member at a
01:15:24 um to set up your pool
01:15:26 um uh you can click on the Ellipsis here
01:15:27 with your staff lookup
01:15:30 um and in here I have my full check box
01:15:34 um so that would allow us me to see who
01:15:37 is in my pool and remove anyone from my
01:15:40 car and pool and back to my uh complete
01:15:44 staff lookup screen here I can select
01:15:47 any staff member from my list or any
01:15:49 provider and select on the bottom I have
01:15:52 asked in my pool so that's how you add
01:15:54 staff to your pool
01:15:56 and to remove anyone you can go into the
01:15:59 check box here my pool and it will show
01:16:03 and you can go in and remove anyone at
01:16:09 so these are of course your pool is
01:16:12 specific to you and specific to this
01:16:15 telephone encounter category this
01:16:17 Geraldine so there are there are pools
01:16:20 in the other jelly beans but not
01:16:22 um your pools are what could be or are
01:16:25 different for your different um jelly
01:16:27 beans so you can create a pool with to
01:16:30 um work through the different items for
01:16:32 the different staff
01:16:34 um so it's in addition to your my
01:16:36 favorite list as well
01:16:40 um and to use that let's do this I
01:16:42 simply click on the P here and it will
01:16:44 pull up the assigned to for the
01:16:47 individuals in my pool
01:16:49 okay the other thing we have now in our
01:16:52 jelly beans we have default so you can
01:16:54 set filter defaults and a few more jelly
01:16:57 um so set your filters and then you can
01:17:01 um select filter defaults to apply you
01:17:05 could put in a filter name and then
01:17:08 um I'm sorry then set set this filter
01:17:15 here so let me set this
01:17:18 oh I'll put in the name
01:17:30 wait I want to set a new name
01:17:34 probably something simple I'm forgetting
01:17:38 so I want to expect
01:17:41 well apply would be to select anything I
01:17:46 um set and then apply that so it applies
01:17:49 my filter there but if I want to save a
01:17:55 no what the hell I'm sorry
01:18:02 probably losing it let's see if I have
01:18:04 my notes Here how to how to set a filter
01:18:11 nope I don't have that there of course
01:18:15 um but I'm gonna go into settings so I
01:18:16 can show you how to set your gelatine
01:18:18 settings and defaults for your jelly
01:18:21 beans but um there is an option to set
01:18:24 templates for your default filters so
01:18:27 you don't have to keep um changing your
01:18:29 filters you can have your different
01:18:30 workflows that you have that just trying
01:18:33 to quickly see if I can pull that up
01:18:42 templates for filters are only for the D
01:18:44 and the T Jelly Bean so those are only
01:18:46 for the two of the jelly beans and when
01:18:50 I set up oh maybe I don't have access
01:18:54 um because the templates are accessible
01:18:56 to all the users so you need to have
01:18:58 access to be able to set that filter
01:19:01 um so this open Behavioral Health
01:19:03 telephone my my pool or everything I
01:19:06 didn't set these templates someone else
01:19:07 did in our staff
01:19:09 um so those filter defaults are set
01:19:13 um on AS Global for everyone to have
01:19:17 access and I'm assuming my set is not
01:19:21 something's missing here to be able to
01:19:23 set it I need to have security
01:19:25 attributes for that so I'm assuming
01:19:27 that's what that case is but if not um
01:19:29 you guys can look into that if you want
01:19:33 um I won't spend more time and the other
01:19:36 thing I want to to show let's see before
01:19:39 we go into settings
01:19:48 let's go we'll go into settings now
01:19:51 so recall I mentioned a few items that
01:19:54 we need to set up our settings for so if
01:19:56 I go into my menu under file settings
01:19:59 let's go to my settings or search for my
01:20:04 I've got my Jelly Bean settings this is
01:20:07 the button on the bottom in your main
01:20:09 screen of your settings
01:20:10 so I can select that button and as a
01:20:13 user I can set defaults for my Jelly
01:20:16 Bean settings so my S Jelly Bean if I
01:20:19 work out of the review progress node a
01:20:22 lot I can make the Jelly Bean navigate
01:20:25 by default to review progress notes or
01:20:28 the tracking board if you use the
01:20:31 tracking board so for those that have
01:20:33 that enabled you may want to change that
01:20:35 or you still have your office visit
01:20:39 um the mjo is in your message to Jelly
01:20:40 Bean is just if you want to change to
01:20:42 Modern or classic view but we've got
01:20:44 options here for our PE Jelly Bean I'll
01:20:46 have it set now to action if you want my
01:20:49 claims for billing you can use my claims
01:20:52 or back to your telephone encounters so
01:20:54 more options there and your referrals
01:20:57 you can change your default it should
01:21:00 navigate to your incoming outgoing or to
01:21:02 the authorization section of your
01:21:04 referrals so you have those options here
01:21:07 for your defaults and
01:21:10 and we've got other settings in here so
01:21:14 remember I mentioned the show and hide
01:21:15 make sure and show and hide you've got
01:21:18 your right jar panel encounter snap
01:21:21 check so that's another option in
01:21:23 settings so it's user specific so make
01:21:27 um you update that and I think we've got
01:21:32 um was there something else yeah
01:21:35 we go to our response
01:21:38 the screen option where is that let's
01:21:47 it's in views there we go under views so
01:21:51 there's the new progress notes
01:21:52 responsive screen
01:21:55 um that is user specific
01:21:59 um as a user if I want to see my screens
01:22:01 larger or smaller you saw mine was at 80
01:22:04 um so these are customized by user and
01:22:07 then you have your practice default for
01:22:08 your auto fit so
01:22:12 um that the these display rows to fit
01:22:15 monitor screen should be autofit
01:22:18 um I have set the practice default that
01:22:20 it should be autofit so that's what the
01:22:23 um but they could override it and and
01:22:25 use and just use the standard display I
01:22:28 don't know why they would do that
01:22:30 um because it's just not an enhanced um
01:22:32 it's just not going to work well like we
01:22:34 always have that right so they have the
01:22:37 option to select use autofit or standard
01:22:39 display but if you set it as fast as
01:22:42 default this is what the user would see
01:22:44 use fax default autofit okay so that's
01:22:47 that's that showed up here in my
01:22:49 settings because I selected and practice
01:22:51 defaults for all users to have the
01:22:55 okay and let's close this
01:22:59 um those are the few items in my
01:23:01 settings that are that users can update
01:23:04 to enhance the items in version 12.
01:23:08 um and we did go through the my pool
01:23:10 that I wanted to show you
01:23:17 another great and this is a general
01:23:19 these are General enhancements that I'm
01:23:21 going over that really
01:23:24 um a clinical staff can benefit from to
01:23:26 the letters huge enhancement and letters
01:23:29 so I'm going to pull up the patient Hub
01:23:32 and in my letters
01:23:47 um we've got a new feature
01:23:51 it's opening up there
01:23:59 oh maybe I don't have words though no I
01:24:08 things off today
01:24:17 let's give it a moment there so um what
01:24:19 I was trying what I'm trying to show you
01:24:21 is the letter draft mode assigned to
01:24:24 feature so you can run a letter
01:24:30 assign it to another user
01:24:33 so if you need a provider to add their
01:24:35 signature or you need someone to look at
01:24:37 a letter before you send it to the
01:24:39 patient or any other follow-up you can
01:24:41 now run a letter assign it to another
01:24:44 staff member and they will get that
01:24:45 letter and their D Jelly Bean to review
01:24:48 updates comments and
01:24:50 um save it so once they review that
01:24:53 letter it becomes a document in their
01:24:56 Jelly Bean you can no longer make those
01:24:58 changes but it stays in a draft mode
01:25:00 that letter that you ran
01:25:02 um in the patient's document so
01:25:05 um let me show you that now that it
01:25:06 loaded so I can select any of my letters
01:25:12 let's see if we find one okay
01:25:15 um and also run letter
01:25:19 and in one letter you see this new icon
01:25:21 here it says assigned to this up blue
01:25:23 arrow so if I click assign to
01:25:27 I can assign it to a staff member I'll
01:25:29 just assign it to myself so we can find
01:25:30 it in our D Jelly Bean
01:25:32 and it assigns this letter to the staff
01:25:37 um I can also you know of course I could
01:25:39 have made changes before I assigned it
01:25:40 so any changes that I made to this
01:25:42 letter that I'm running and then assign
01:25:44 it to them is to send it to them with my
01:25:48 um and let me close this and I want to
01:25:51 show you it also has the capability to
01:25:53 use assigned to in the um plugin mode so
01:25:56 both in word and PDF files so that was
01:26:02 um here you'll see the assigned to once
01:26:04 I run a letter so let's just pull up one
01:26:07 of my letters and I'm going to run that
01:26:09 letter and once I ran that letter I can
01:26:12 make changes to it
01:26:15 and then send it assign it to a staff
01:26:20 again select my staff member and that
01:26:23 will assign this letter in draft mode to
01:26:26 that staff member and then if we go back
01:26:29 to our D Jelly Bean
01:26:31 I've got my two letters that I just
01:26:34 assigned to myself
01:26:37 open it up and make changes to it
01:26:41 I can reassign it to someone else if I
01:26:43 need to and then or review it
01:26:47 what what's going on here
01:26:51 I'm telling something is weird today
01:26:56 no I don't want to view external view
01:26:57 something happened with this window
01:27:19 but I I usually don't see it like this
01:27:23 it's kind of strange
01:27:29 if I change something here with a viewer
01:27:32 I don't know if they made a change
01:27:34 recently but I never encountered these
01:27:36 issues or it's just having a bad day
01:27:45 if I do external viewer
01:27:48 I think it's going to open it up in Word
01:27:53 no I don't need that
01:27:56 essentially you should be able to make
01:28:01 and you can then reassign it
01:28:05 it's drafted by me but I can reassign it
01:28:08 to another staff member or I can review
01:28:10 it okay so I'm going to go to my other
01:28:13 document let's see if the other one
01:28:15 wants to work today
01:28:19 Oh What A pity because I usually things
01:28:21 work pretty smoothly oh my God it's
01:28:26 look at that one now that's all up on
01:28:29 the screen here so we have to see
01:28:32 um why that's occurring
01:28:35 and maybe maybe my display is 80 then it
01:28:38 doesn't like it I'm not sure but I I did
01:28:40 not have an issue before
01:28:44 you should be able to see a letter and
01:28:46 you should be able to make edits to it
01:28:50 um once you review it it will take it
01:28:52 out of draft mode
01:28:53 um and save the document
01:28:55 um or I can just reassign it to another
01:28:57 staff member here
01:29:01 I and this if something's wrong with the
01:29:04 the display the of the screen because
01:29:07 I'm missing buttons so it's definitely
01:29:09 something with the resolution or autofit
01:29:14 the the display response
01:29:18 um for this window it's not liking that
01:29:21 it's the stake or just something off let
01:29:24 me see if I open any other document if
01:29:25 he's doing this thing oh that's a letter
01:29:27 yeah it's just something weird
01:29:31 let's go to a document for a moment
01:29:37 I just want to see if it's an issue well
01:29:39 I shouldn't spend your time for one of
01:29:40 these so something's wrong with the
01:29:42 display I can't see it but the
01:29:43 functionality is there
01:29:45 um and that is pretty cool because it
01:29:48 um but this is a something wrong with
01:29:51 the display so hopefully I don't have
01:29:53 that on your side of things
01:29:56 um but I'll definitely check what that
01:29:59 um but it's cool you now have an option
01:30:01 to assign a letter when you run a letter
01:30:03 for others to be able to edit
01:30:06 um and then review before it's completed
01:30:09 for a patient so that's your letter
01:30:12 draft mode assigned through feature
01:30:15 um other key of um General features are
01:30:19 now you have an option to navigate in
01:30:24 e-clinical Works um using your keyboard
01:30:29 um your laptop or running from one room
01:30:34 um an iPad or different things so
01:30:36 basically now I can use my keyword
01:30:39 um instead of um also using a mouse
01:30:42 um with the keyboard shortcuts so to
01:30:46 discover what keyboard shortcuts you
01:30:48 have in the different Windows you simply
01:30:50 need to hold the alt button for three
01:30:54 seconds so the old key will display the
01:30:58 different keyboard shortcuts you have
01:31:00 um so it's showing me here if I want to
01:31:03 navigate to the office visit screen I
01:31:05 can do control shift s or if I want to
01:31:09 go to documents I could do Ctrl shift d
01:31:10 and so on so those are the other
01:31:12 different people showcas I have here so
01:31:15 shift s and I'll it should navigate to
01:31:19 my office visit screen and in here again
01:31:21 I can use my old screen so in any of the
01:31:25 um click on that all key on your
01:31:28 keyboard to see what shortcuts you have
01:31:30 available you also notice that any of
01:31:33 the buttons that have a shortcut have
01:31:36 for that navigation under the line so
01:31:40 you see the jelly beans have the letters
01:31:42 underline your Hub is the H so if I want
01:31:48 open up ecliniforms or might view orders
01:31:52 it tells me what I should use so let's
01:31:58 so I have to select the patient
01:32:01 that's not useful and let's try
01:32:07 what was it I'll do I'll select the
01:32:10 patient so we'll do alt I to view the
01:32:15 oh and there are some updates and view
01:32:17 orders now with um actually it's showing
01:32:19 you more information on your
01:32:21 immunization statuses so it will display
01:32:24 clearly if you administered it if it's
01:32:26 still pending you will be able to see
01:32:29 the status clearly here in your view
01:32:33 um section of the office visit window so
01:32:37 that's an enhancement that you did not
01:32:39 have that before you always used to just
01:32:40 see the order name now you see the
01:32:43 status so that's visible to staff on on
01:32:46 the status of that immunization or
01:32:49 therapeutic injection order
01:32:52 um let's see if we have anything else
01:32:54 any questions that are coming in here
01:32:59 and I'm going to continue with the other
01:33:03 um items so let's see here I've got my
01:33:06 keyboard shortcuts that I showed you and
01:33:10 um so to get to know which ones and the
01:33:12 different Windows you just select the
01:33:14 ALT key for three seconds and it will
01:33:18 um there are some changes to our login
01:33:20 page so in our login Pages different
01:33:24 um if I go back to I'll just log out for
01:33:28 a moment you can see that
01:33:30 and when I enter oops
01:33:35 I think it's pretty cool here we've got
01:33:39 um so you have your little information
01:33:41 section that lets you know
01:33:44 um your the how to protect yourself from
01:33:47 phishing Attack making sure this is
01:33:49 actually you log on into an actual ECW
01:33:51 session so information here on that
01:33:55 security image and and how to prevent
01:34:02 uh roped into a phishing attack so
01:34:04 that's the little info there for our
01:34:08 um we have a little info there for a
01:34:10 password so just a little bit more
01:34:11 information when we log in and as well
01:34:13 we have now more options
01:34:17 um our security images
01:34:19 so if I go in here
01:34:33 I'll show you in the user profile
01:34:37 we've got a lot more option finally for
01:34:40 our security images
01:34:44 it used to be very very limited
01:34:47 um you can even use you know different
01:34:49 um monuments animals uh Landscapes so
01:34:54 there's different options there and the
01:34:56 definitely more options for avatars as
01:34:58 well so that's an enhancement there for
01:35:01 your security images
01:35:04 any questions so far
01:35:08 I know we've been addressing them
01:35:11 um the other thing that I wanted to show
01:35:15 uh let's see here what was it the lock
01:35:18 screen but I don't have that enabled
01:35:20 right now so I can't show you that
01:35:24 um but that's most of the things that I
01:35:27 um I know we went over a lot in the
01:35:31 um we went over some of the
01:35:32 documentation items the smart notes the
01:35:35 smart Fields the text the floating
01:35:37 toolbar your treatment timeline your
01:35:40 enhancement in your lab and order
01:35:42 history for your view or reports copy
01:35:45 and paste option
01:35:47 um all that as well as some updates to
01:35:51 our to our Rideshare panel we have
01:35:55 our ordering up updates with the RX
01:35:58 trending enhancement with the search
01:36:01 taper option splitting medication
01:36:05 um we've got our new letter tags for
01:36:08 referrals we have enhancements to our
01:36:11 common send window our new buttons for
01:36:14 our order progress
01:36:16 so all that and then we have some
01:36:18 updates we went over for the telephone
01:36:22 the templates the mentions
01:36:25 um to help us with the assign to and
01:36:27 then we've got our jelly beans
01:36:30 um so we talked about the Jelly Bean
01:36:32 default for those windows there and the
01:36:36 my pool feature letters sorry the
01:36:39 letters didn't have some funny display
01:36:42 there but we've got our letters draft
01:36:43 mode assigned to and the keyboard
01:36:46 shortcuts to navigate through ECW
01:36:49 any questions on any of these items or
01:36:52 items that we didn't get to cover that
01:36:55 you have that you want to ask about
01:37:00 we've got time if that will have time
01:37:39 feel free to enter it in the chat or
01:37:42 unmute and ask your questions
01:38:10 pause the recording