Manage Patient Clinical Values

Transcription

1 Manage Patient Clinical Values Goal: Learn to search, add, and manage clinical data for a CROWNWeb patient. Estimated Time: 10 to 45 minutes, based on the clinical areas reviewed. PDF: Download a screen reader compatible version of this presentation

2 Table of Contents Click any section below to view that section, or click the Next arrow. Getting Started Course Goals Before You Begin Tutorial Clinical Submission Guidelines Search for a Patient to Enter Clinical Values Entering Clinical Values Clinical Data for Transient Patients Finding Vascular Access Data for a Transient Patient Deleting Clinical Values How to Navigate the Tutorial Clinical Screens HD Collection Type and Clinical Value Fields PD Collection Type and Clinical Value Fields Vascular Access Collection Type and Clinical Value Fields Vascular Access - Access Types Troubleshooting Summary How To Use This Tutorial FAQs Frequently Asked Questions on entering and managing clinical values for a CROWNWeb patient Demonstration Access the demonstration for Manage Patient Clinical Values Quiz Access the quiz on Manage Patient Clinical Values More Info Quick Start Guides CROWNWeb Online Help Field-by-Field Descriptions

3 How to Use This Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Navigation HOME Description HOME Icon: Jump to Table of Contents Menu Bar: Click on any text to jump to that section Next Slide: Click to advance to next slide in tutorial Previous Slide: Click to return to last slide in tutorial Buttons: Click to perform an action in tutorial Red Highlights: Call out clickable action items in the tutorial Blue Highlights: Provide information on items in the tutorial Return to Tutorial

4 Getting Started Getting Started Tutorial FAQs Demonstration Quiz More Info Course Goals By completing this course, you will be able to: Search for a patient with or without existing clinical information. Review existing clinical information for a patient. Enter new clinical information for a patient.

5 Getting Started Getting Started Tutorial FAQs Demonstration Quiz More Info Before You Begin Before you can complete this procedure, the following conditions must be met: You must be a Facility Editor or Network Patient Editor to add, update, and delete clinical information for patients at a facility within your scope. All other roles can view patient clinical records for patients at facilities within their scope. The patient must be admitted to the facility and have a treatment record in the selected modality (HD or PD) during the selected clinical month (including Transient patients). Let s get started!

6 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Clinical Submission Guidelines Facilities must meet CMS clinical submission guidelines by submitting all available clinical data that is requested by CROWNWeb, a minimum of once per month for each patient in the facility. If no lab data is available, you can satisfy the submission guidelines by using the Not Available (NA) checkbox. CROWNWeb does not have a report that summarizes the data that has been submitted for all patients that month. You will need to view the clinical screens for each patient individually to validate this information.

7 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Search for a Patient The following interactive tutorial will help guide you through searching for a patient to enter clinical values. View Tutorial Click View Tutorial to begin.

8 PROPERTIES Show interaction in menu as: Allow user to leave interaction: Single item At any time

9 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values For HD and PD patients, you cannot submit data without completing required fields on the clinical screens (with a red asterisk [*] or a checkbox): Anemia Management Adequacy Mineral Metabolism ESA Infection Iron Fluid Weight Management Hospitalization Vaccination

10 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) When you access the Manage Patient Clinical Values screen, a gray menu bar displays below the main menu. Selections in this menu are dependent on the Collection Type selected:

11 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) Selecting a link in the gray menu bar takes you directly to that clinical area on the screen, so you can quickly begin to enter data without scrolling.

12 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) When you are finished with entering clinical data, click any Submit button.

13 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) If the data passes validation, the Manage Patient Clinical Values screen displays the message, Successfully submitted clinical data.

14 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) If no clinical data was collected during the reporting month for hemodialysis, vascular access or peritoneal dialysis, click the No Clinical Data Available For All Collection Types checkbox, and then click Submit. Acceptable reasons for using this checkbox include: Patient was hospitalized for the entire reporting month and had not been discharged Patient was discharged from your facility after the first of the reporting month without having been treated that month

15 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) If you did not enter any required data, CROWNWeb displays warning messages (as shown below). If you do not have any clinical information for this patient, click the checkbox and then click Submit again.

16 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Enter Clinical Values (CONT.) All fields on the Manage Patient Values Clinical screen are required. If data for a specific field(s) is not available, click the N/A checkbox for that specific field and the field and associated Date field will be grayed out.

17 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Clinical Data for Transient Patients Transient patients will appear on your clinical list(s). If you drew labs while the patient was in a transient status at your facility, enter that data. If no labs were drawn, use the individual NA checkboxes to indicate this. Vascular Access data for transient patients would be entered reflecting the access used during the last treatment of the reporting month while they were at your facility.

18 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Saving Clinical Data If you do not have all of the clinical information for a patient, you have the ability to save your information and then complete it later. NOTE: When you save clinical information, fields that have been completed are not validated. Validation will only occur when you Submit clinical information. Remember that clinical data in a saved status will not be counted as having completed and submitted data for that reporting month.

19 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Finding Vascular Access Data for a Transient Patient Patient vascular access data carries over for a Home facility from month-to-month, but not when a patient is a transient at another facility. The transient facility can find vascular access data for a transient patient using the following steps: 1. From the patient s View Patient Attributes screen, click on the Clinical Data Summary link in the gray sub-menu. 2. Click on a previous Clinical Month s link to view that month s clinical lab data for the patient. 3. Under Vascular Access, you can view and note the Date Access Type Changed, AV Fistula Usable Date and/or Fistula Creation Date fields, and enter that data in the transient patient s Vascular Access fields. 4. Complete any of the other required fields in Vascular Access.

20 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Delete Clinical Information If you accidentally enter the wrong clinical information for a patient, you can delete that record. View Tutorial The following interactive tutorial will help guide you through deleting clinical values for a patient. Click View Tutorial to begin.

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22 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info How to Navigate the Tutorial Clinical Screens The following slides branch into the three clinical Collection Types, and the clinical screens within each Collection Type. The Vascular Access slides contain a breakdown of the available Access Type selection screens Use the NEXT button ( ) to view all screens within each Collection Type; or use the other buttons to navigate around the tutorial.

23 Tutorial Collection Types Getting Started Tutorial FAQs Demonstration Quiz More Info Collection Types Click a button below to view information on the clinical Collection Types. The Hemodialysis (HD) and Peritoneal Dialysis (PD) screens are similar, but some screens have slight differences. Hemodialysis Peritoneal Dialysis Vascular Access Patient Reporting Bypass Collection Types Continue Tutorial

24 Tutorial - Hemodialysis Getting Started Tutorial FAQs Demonstration Quiz More Info Hemodialysis Click a button below to view information on the clinical values on the hemodialysis clinical screens in CROWNWeb. Anemia Management Adequacy Mineral Metabolism ESA Iron Fluid Weight Management Hospitalization Vaccination Infection Back to Collection Types

25 Tutorial Peritoneal Dialysis Getting Started Tutorial FAQs Demonstration Quiz More Info Peritoneal Dialysis Click a button below to view information on the clinical values on the hemodialysis clinical screens in CROWNWeb. Anemia Management Adequacy Mineral Metabolism ESA Infection Iron Hospitalization Vaccination Back to Collection Types

26 Tutorial Patient Reporting Getting Started Tutorial FAQs Demonstration Quiz More Info Patient Reporting Click a button below to view information on the clinical values on the Patient Reporting screens in CROWNWeb. Clinical Depression Pain Assessment Back to Collection Types

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46 Tutorial Access Types Getting Started Tutorial FAQs Demonstration Quiz More Info Vascular Access Access Types Once you select a Vascular Access Collection Type, you will be able to enter data related to that access type. Each selected Access Type enables different fields on the screen. Select the Access Type you would like to review: AV Fistula Only (w/2 Needles) AV Fistula Combined w/av Graft AV Fistula Combined w/catheter AV Fistula single needle device AV Graft Only (w/2 Needles) AV Graft Combined w/catheter AV Graft single needle device Catheter Only Port Access Only Other/Unknown Back to Collection Types Bypass VA Access Types Continue Tutorial

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57 Getting Started Tutorial FAQs Demonstration Quiz More Info Troubleshooting Commonly experienced problems, recognized solutions, and other key information: You must be a Facility Editor to add/edit/delete clinical information. You can only manage clinical information for patients within your scope. Once a month has been Closed, you will not be allowed to enter clinical information for that month.

58 Tutorial Getting Started Tutorial FAQs Demonstration Quiz More Info Summary To search for a patient to enter clinical values: 1. From the Home Page, click Clinical. 2. Select the Facility DBA Name. 3. Select the Collection Type. 4. Select the Clinical Month. 5. Select whether to Display Patients with or without clinical values. 6. Click Go. 7. Select a Patient.

59 Frequently Asked Questions (FAQ) Getting Started Tutorial FAQs Demonstration Quiz More Info To view Frequently Asked Questions for this topic, click the following link: Access FAQs Enter the words clinical, vascular access, hemodialysis, peritoneal dialysis, or any other applicable keyword to view FAQ content for that topic.

60 Demonstration Getting Started Tutorial FAQs Demonstration Quiz More Info The Managing Patient Clinical Values demonstration will allow you to watch the task of entering clinical values for patients in CROWNWeb in real time. Click the View Demonstration button; -or- Click the Bypass Demonstration button to skip the demonstration and advance to the Managing Patient Clinical Values Quiz. View Demonstration Bypass Demonstration To Quiz

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62 Quiz Getting Started Tutorial FAQs Demonstration Quiz More Info The Managing Patient Clinical Values Quiz will test your knowledge on entering and managing clinical values for patients in the CROWNWeb system. Click the Take Quiz button below to take the Managing Patient Clinical Values Quiz; or Click the Bypass Quiz button to skip the quiz and advance to the end of the tutorial. Take Quiz Bypass Quiz End Tutorial

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64 For More Information Getting Started Tutorial FAQs Demonstration Quiz More Info Quick Start Guides The CROWNWeb Quick Start Guides provide short and simple instructions on tasks users can perform in CROWNWeb, including admitting new patients. Click the link below to access the CROWNWeb Quick Start Guides. Online Help The CROWNWeb Online Help is a resource that contains instruction on all facets of the CROWNWeb system, including admitting new patients. Click the link below to access the CROWNWeb Online Help. Go To Quick Start Guides Go To Online Help Thank you for taking this tutorial! This material was prepared by HSAG, the CROWNWeb Outreach, Communication, and Training contractor, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy.