Reports: Physician s Orders

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1 Several formats of the Physician s Orders report are available in SigmaCare. Preconfigured filter options are available for the more commonly run reports and preconfigured reports are also available. This preconfiguration is designed to make it easier to run the reports. This document outlines the general steps for running these reports. Generating Physician s Orders Reports.. Page 1 Report Formats vs. Preconfigured Reports... Page 3 What Is Included In Each Report Page 4 Generating Physician s Orders Report Do this See this Step 1. Click Reports on the Navigation Bar. Step 2. Click Physician s Order. Step 3. Click on the desired preconfigured Physician s Orders report. Discharge scripts: Report on the discharge scripts written, provided in a pdf format. Discharge scripts (CSV): Report on the discharge scripts written, provided in a CSV format. DUR Compliance Detail: Reports DUR compliance information by physician in detail format. DUR Compliance Summary: Reports DUR compliance information by physician in summary format. Medication Refill Request Form: Reports on medication refill requests ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 1

2 SigmaCare Job Aid Physician Order Form: Use this report for proof of signature or to capture signatures for orders created over a given date range. Complete details like SIG, order entered by, monitoring ordered, etc., associated with the order will be also displayed. Physician Order Form Large Font: Same information as above in a large font for improved legibility. Physician s Orders Change Order: Use this report to view a list of change orders entered within a given date range. Physician s Orders Chart: Use this report to print out a list of orders for a resident that are currently active or active as of a point. Medication orders will display in the left column and non-medication orders in the right column. Physician s Orders Detail: Use this report to view a list of current active orders or orders entered within a date range. Physician s Orders For Renewal Sign-off off: Use this report to generate current orders for paper signoff. Physician s Orders Gatekeeper/Restricted Medication: Use this report to list any restricted medications that were ordered and the Gatekeeper s action. Physician s Orders Prescription Medications Containing >325 mg Acetaminophen: Reports orders with medications that contained more than 325mg of acetaminophen per dose. Ensure that the Prescription Medications Containing >325mg Acetaminophen Only? checkbox is unchecked when searching for Over the Counter medications. Physician s Orders Split for Physician Sign-off off: Use this report to generate physician's orders entered within a date range with single signoff (one order) per page. Physician s Orders Summary: Use this report to get a count of physician orders entered at your facility. This count can be broken down by: Order Type, Number of Orders, and Percentage of total orders. Physician s Orders Therapeutic Interchange: Report on orders that resulted in therapeutic interchange activity within the specified date range. Step 4. Filter the report as needed. Step 4a. Click + to the left of a section to add more detailed filter criteria, such as Order Selection (i.e. type, status, diagnosis or description), Medication Selection (i.e. therapeutic class, scheduled medication, restricted medications), User/Physician Selection (i.e. who placed the order, who approved the order) and DUR Selection (i.e. type, acknowledgement reason or severity). Step 4b. Select a format from the Format drop-down. Step 5. Click Run ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 2

3 SigmaCare Job Aid Step 6. Click OK. The report will open in the format selected in Step 4b. Report Formats vs. Preconfigured Reports Preconfigured reports that SigmaCare provides by default can be accessed by navigating to Reports > Physician s Orders. The following is a list of available preconfigured reports. T The available report formats can be accessed by clicking the Format drop-down arrow in the bottom left corner of the report filter page: 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 3

4 What Is Included In Each Report Format Report Format Discharge scripts: Report on the discharge scripts provided in a pdf format. One order per row Discharge scripts (CSV): Report on the discharge scripts provided in a CSV format. One order per row DUR Compliance Detail: Detailed DUR compliance information by physician. One order per row DUR Compliance Summary: Summary DUR compliance information by physician. One row for each facility with facility total counts. One row for each unit with unit total counts. Report Format Details Description Instructions Destination Next Dose Resident System ID Resident Name Discharge Retail Script Panel Unit-Room-Bed Discharge Retail Script Type Discharge Retail Script Description Discharge Retail Script SIG Discharge Retail Script DAW Discharge Retail Script Dispense Quantity Value Discharge Retail Script Dispense Quantity Type Discharge Retail Script Refills Allowed Discharge Retail Script ICD-9 Discharge Retail Script ICD-10 Ordering Physician Name Entered By Name Discharge Retail Script Status Discharge Retail Script Destination Type Pharmacy Description Physician Unit Resident (name) Room-Bed DUR Type Severity Date Ordered Drug Ordered DUR Trigger DUR Acknowledgement Physician Unit Orders (a total count) DUR Severity (number of orders for each severity level): o Contraindicated o Severe o Moderate o Informational o Custom Med o None 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 4

5 Medication Refill Request Form: Prints a blank medication refill requests form. One row for each medication requested on a certain date. Physician Order Form: Use this report for proof of signature or to capture signatures for orders created over a given date range. (One column for orders) New Page for each resident. One row for each order. Page Header (New Page for each) Vendor Resident (One row for each medication requested on each date) Date Medication Requested Requested By Page Header (New Page for each resident) Filter Date Criteria Resident o Name o Unit-Room-Bed o Gender o DOB o System/MRN o Attending Physician o Last Admit date o Renewal Date o Medicare number o Medicaid number o Other Insurance name and number o Total Orders o Allergies o Active Dx Information For Each Order/Row (One row for each order) o SIG/Details o Protocol o Monitoring o Ordering Prescriber o Entered (into SigmaCare)By Prescriber Information o Prescriber name o NPI o DEA o Address o Telephone o If currently unsigned Place for prescriber signature and state specific substitution information o If currently signed prescriber s signature and state specific substitution information Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 5

6 Physician Order Form Large Font: Use this large font report on order information for improved legibility. One order per row. New Page for each resident. Physician s Orders Change Order: Use this report to view a list of change orders entered within a specified date range. One row for each change order displayed as a continuous list with no page breaks. Page Header (New Page for each resident) Filter Date Criteria Resident o Name o Unit-Room-Bed o Gender o DOB o System/MRN o Attending Physician o Last Admit date o Renewal Date o Medicare number o Medicaid number o Other Insurance name and number o Total Orders o Allergies o Active Dx Information For Each Order/Row (One row for each order) o SIG/Details o Protocol o Monitoring o Ordering Prescriber o Entered (into SigmaCare)By Prescriber Information o Prescriber name o NPI o DEA o Address o Telephone o If currently unsigned Place for prescriber signature and state specific substitution information o If currently signed prescriber s signature and state specific substitution information Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type Resident Name -Unit-Room-Bed Original Order Date/Time Original Order ID Original Order Details Reason Changed To Date/Time Changed To Order ID Changed To Order Details 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 6

7 Physician s Orders Chart: Report on a resident s active orders current or at a specified point within the selected time frame. Orders are listed by resident name, under a resident header, in one continuous list with no page breaks. Page Header (New Page for each resident) Resident o Name o Unit-Room-Bed o Gender o DOB o Height/ Weight o System/MRN o Attending Physician o Last Admit date o Renewal Date o Medicare number o Medicaid number o Other Insurance name and number o Total Orders o Advanced Directives o Allergies o Active Dx Information For Each Order/Row (One row for each order) o SIG/Details o Protocol o Monitoring o Ordering Prescriber o Order Source o Signed By o Entered (into SigmaCare)By Prescriber Information o Prescriber name o NPI o DEA o Address o Telephone o If currently unsigned Place for prescriber signature and state specific substitution information o If currently signed prescriber s signature and state specific substitution information Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 7

8 Physician s Orders Detail: Use this report to view a list of current active orders or orders entered within a date range. This list will show one row for each order. Orders are listed by resident name, under a resident header, in one continuous list with no page breaks. Resident Header Resident Name, Sex and Age -unit-room-bed Renewal date Attending Physician Allergies Diagnoses Order Details Order Date o SIG/Details o Order Source o Entered (into SigmaCare) By Request type Order Status Approver 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 8

9 Physician s Orders For Renewal Sign-off off: Use this report to generate current orders for paper signoff. Orders are listed by resident name, under a resident header, in one continuous list with no page breaks. Page Header (New Page for each resident) Resident o Name o Unit-Room-Bed o Gender o DOB o Height/ Weight o System/MRN o Attending Physician o Last Admit date o Renewal Date o Medicare number o Medicaid number o Other Insurance name and number o Total Orders o Advanced Directives o Allergies o Active Dx Information For Each Order/Row (One row for each order) o SIG/Details o Protocol o Monitoring o Ordering Prescriber o Order Source o Signed By o Entered (into SigmaCare)By Prescriber Information o Prescriber name o NPI o DEA o Address o Telephone o If currently unsigned Place for prescriber signature and state specific substitution information o If currently signed prescriber s signature and state specific substitution information Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 9

10 Physician s Orders Gatekeeper/ Restricted Medication: Use this report to list any restricted medications that were ordered and the Gatekeeper s action. One row for each order transaction (e.g.: once when the medication is ordered, and once for when it is approved or rejected - so each order is listed multiple times) displayed as a continuous list with no page breaks. Date Unit-Room-Bed Resident name Drug Coverage Gatekeeper person who approved the restricted medication Action the action that occurred at the date and time in the first column Current Status Physician s Orders Prescription Medications Containing >325mg Acetaminophen: Use this reports for information on orders with medications that contain more than 325mg of acetaminophen per dose. Orders are listed by resident name, under a resident header, in one continuous list with no page breaks. Resident Header Resident Name, Sex and Age -unit-room-bed Renewal date Attending Physician Allergies Diagnoses Order Details Order Date o SIG/Details o Order Source o Entered (into SigmaCare) By Request type Order Status Approver 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 10

11 Physician s Orders Split For Physician Sign-off: Use this report to generate physician's orders entered within a date range with single signoff per page. Orders are listed by resident name under a resident header with a new page for each resident. Two columns exist for each resident. One column is for medication orders, and one column for non-medication orders. Page Header (New Page for each resident) Filter Date Criteria Resident o Name o Unit-Room-Bed o Gender o DOB o System/MRN o Attending Physician o Last Admit date o Renewal Date o Medicare number o Medicaid number o Other Insurance name and number o Total Orders o Allergies o Active Dx Medication Orders (Left column will list all medications) o SIG o Protocol o Monitoring o Ordering Prescriber o Entered (into SigmaCare)By Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type Other Orders (Right Column will list all non-medication orders) o Details (from the details tab when it was entered) o Protocol o Monitoring o Ordering Prescriber o Entered (into SigmaCare)By Order Information o Date and Time of most recent renewal or entered o Interim or Admission order type 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 11

12 Physician s Orders Summary: Use this report to get a count of physician orders entered at your facility. This count can be broken down by: Order Type, Number of Orders, and Percentage of total orders. One row for each facility with facility total counts. One row for each unit with unit total counts. Unit Orders Type Count of Orders % of Total Orders Physician s Orders Therapeutic Interchange: Use this report to get a list of every order where a Therapeutic Interchange occurred. The original order can be compared to the interchanged order by using this report. Resident Name -Unit-Room-Bed Original Order Date/Time Original Order ID Original Order Details Reason Changed To Date/Time Changed To Order ID Changed To Order Details 2015 ehealth Solutions, Inc. All Rights Reserved, For Licensed SigmaCare Users Only Page 12

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