Soarian Clinicals View Only Participant Guide
Table of Contents 1. Welcome!... 5 Course Description... 5 Learning Objectives... 5 What to Expect... 5 Evaluation... 5 Agenda... 5 2. Getting Started... 6 Soarian Clinical Goals... 6 3. Train/Test Domain Overview... 7 Log On to the TRAIN/TEST Domain... 7 Information and Security... 7 Help Desk... 7 4. The Soarian/Census Worklist... 8 Learning Objectives... 8 Census/Worklist Screen... 9 Select Nurse Station/Unit... 9 Census/Worklist Screen Components... 12 5. Clinical Summary... 17 Learning Objectives... 17 Access Clinical Summary... 17 Clinical Summary Screen... 17 Clinical Summary Documentation... 18 Takeaways... 19 6. Patient Record... 20 Learning Objectives... 20 Access Patient Record... 20 Patient Record Settings... 20 Select Data in the Patient Record... 21 7. Course Wrap Up... 21 Summary of Learning / Objectives review... 21 Thank You... 21 8. Course Evaluation... 22 9. Appendix... 22 Glossary of Terms... 22 Page 3 of 23
Page 4 of 23
1. Welcome! Welcome to the Soarian View Only Training Course. Thank you for taking the time to join us; we hope that you find your time in this course truly beneficial. Course Description This course covers the functionality of the Soarian solution. It is intended for View Only Users who will be using the Soarian applications in their daily workflow. The purpose of this course is to teach you to use the Soarian solutions in your department. During this course, you will view several demonstrations and practice different activities that simulate your day-to-day tasks. Participants are expected to fully participate in activities and will be given the opportunity to demonstrate skills during the sessions. Learning Objectives By the end of this course, you will be able to do the following: Access a patient list View patient information What to Expect This learning event is based on the principle of learn-by-doing. This performance-based approach acknowledges that you are responsible for your own learning and that practicing the tasks you need to learn is more effective than listening to a lecture or watching a demonstration. For this approach to be successful, however, you must understand and involve yourself in the learning process. You will be guided to think and reason through situations that might be new to you. Use the resources that are available to you and ask your instructor for assistance or clarification when you need it. Evaluation In this performance-based learning event, your instructor will evaluate your work and provide feedback as you proceed to ensure that you learn from each activity. Agenda This agenda is intended to provide a general view of the planned topics for each day. Each class will progress at different rates. Page 5 of 23
2. Getting Started Soarian Clinical Goals Soarian is a range and variety of applications designed to improve quality of care and patient safety. Soarian Clinicals is one application in the Soarian suite. Soarian Clinicals will be used by clinicians to chart patient allergies, home medications, assessments, place orders and document care plans. This creates an electronic patient record throughout the patient stay. Soarian: Enables Winthrop to move toward a full electronic medical record Helps manage care processes across multiple facilities, disciplines and departments Provides the care team with easy access to the information they need, when they need it Promotes consistent processes to hand-off tasks between caregivers, helping to reduce the human element in delays and errors. Page 6 of 23
3. Train/Test Domain Overview The TRAIN/TEST domain is a safe environment where you will have the opportunity to practice using Cerner Soarian applications in a system that replicates the live system. You will be working through several independent activities in the TRAIN domain. This environment is to be used only during class and practice times and is a safe place for you to learn. Log On to the TRAIN/TEST Domain Log on to the TRAIN/TEST domain by following the steps given to you by your instructor. The steps you use to log into the training domain may vary from the steps you will use to log into the production or live domain. 1. Double-click Soarian icon located on your desktop. 2. Enter the user name and password given to you by your instructor. 3. Click OK or press ENTER. Information and Security Specific confidentiality and security issues must be followed to protect the patient when dealing with computerized healthcare records. There are also increasing Health Insurance Portability and Accountability Act (HIPAA) and Joint Commission on Accreditation of Healthcare Organizations (JCAHO) regulations that dictate how these records are handled. Do not select anything obvious, such as your birth date, Social Security number, or child's name when selecting a password. Do not tell anyone your password. Your system may require you to change your password at regular intervals. The system keeps an audit trail, or record, of who enters each chart and when. It records who read the chart and who recorded each piece of information in the chart. Not every employee will be allowed to see or perform every activity on the computer. For example, a laboratory technician will be able to see and do more in the laboratory application than a nurse will. Do not leave the computer while still signed on. Do not access any charts that do not apply to your current job and caseload. Help Desk Whenever you run into an issue with Cerner Soarian or are trying to work with a process that may have changed, ask your local super user or administrator for help. If you are not getting a satisfactory answer, call the Help Desk. Page 7 of 23
4. The Soarian/Census Worklist The Census/Worklist displays after you sign into the system. You can access and view patient information from the Census/Worklist. Note You are responsible for the activity recorded under your username. Learning Objectives By the end of this course, you will be able to do the following: Log into Soarian Clinicals Select a Nurse Station Identify the components of the Soarian Census/Worklist screen Page 8 of 23
Census/Worklist Screen Soarian will remember the last nurse station selected. Nurse Station selected drives the list of patients that displays on the census. Select Nurse Station/Unit Click the underlined blue hyperlink to select a different nurse station location/ unit. Page 9 of 23
Click on the blue door next to Nurse Stations to view all the nurse stations within Winthrop. Page 10 of 23
Page 11 of 23
Click on the unit where you are working. The patients assigned to a bed on the selected unit will now display on your census. Census/Worklist Screen Components The Census/Worklist screen has two main sections: the right is the patient census and the left contains worklists. The Worklist displays tasks or information relevant to your patients that need attention. Hover the mouse pointer over a worklist item to display a tooltip. This shows if the count is by item or by patient. The Alerts worklist will alert you of important items for all patients, such as an incomplete Admission Assessment for a patient in a specific amount of time. Use the Menu items to perform the following: Search Links used to find patients to add to your census or to access patient information. access other applications such as MAK Generic. Page 12 of 23
Print Help print context-sensitive reports. context-sensitive Soarian specific help. Tools provides access to common functions defined by Winthrop, such as Assignment and Relationship Managers, Preferences, Text Block Editor, Charge Viewer, etc. Logoff exit Soarian Clinicals. Page 13 of 23
Patient Specific Information Click on a patient s name to view the Patient Specific Information., or PSI. Click the Navigation Icons for access to the patient Facesheet, add a patient to your Census, or navigate to the Patient Record, Clinical Summary, Clinical Flowsheet, Charting, Plans of Care, Orders, and Visit screens. The Care Team link displays the clinicians (Nurse, NAs, etc.) associated with the patient. This includes the nurse assigned to the patient. The Physicians link displays a list of physicians with a relationship to the patient. The Allergies link reveals the patient s current active allergies or if there is a need to assess/ reassess allergies. Current Results displays on the right. The Add Patient to Census link allows you to view the patient in your census. This patient will remain on your census until manually removed. The Remove Patient from Your Census link appears on all manually added patients.. The Menu Bar Search Use the Search tool to find patients not on your census. You will be able to add them to your census, navigate directly to the various workflow screens, and view the Face Sheet. 1. Click Search from the Menu Bar. Page 14 of 23
2. You can search by patient name, by identifier or by unit (location of the patient). 1. Click the appropriate search tab: By Name, By ID, By Unit or Advanced. 2. Enter search criteria: e.g. enter the Last Name of the patient for a By Name search. Note Bold Fields in the search criteria denote required information. 3. Enter as much information that you know to filter your search. 4. Click the Search button; a list of patients that match your search criteria displays below. 5. Click to view the patients Facesheet. 6. Click to highlight the appropriate patient. 7. Click on the Patient Record dropdown to select and navigate to another workflow, such as Clinical Summary, or Charting. 8. Click the Add to Census button to add the patient to your personal Census. Note Any patient added to a census in this manner will remain on your census until they are manually removed (see Patient Specific Information section for how to remove a manually-added patient) Page 15 of 23
Page 16 of 23
5. Clinical Summary The Clinical Summary provides a quick view of the patient s current clinical information. The Clinical Summary gathers information from all areas of Soarian into one view. You can view information and make changes as needed. Learning Objectives By the end of this course, you will be able to do the following: Access Clinical Summary Overview of the Clinical Summary View Information in the Clinical Summary Access Clinical Summary 1. Select the Clinical Summary from the Census/Worklist. Or 2. Click on in the Patient Header. Clinical Summary Screen 3. The Clinical Summary displays a snapshot view of patient information. Page 17 of 23
4. Click on a category from the Navigator on the left to view information in the container on the right. 5. Information may be viewed in one or more containers, depending on the selection made from the Navigator. 6. Click on the duration icon to change the time frame. 7. Graph or trend numerical data by clicking on the Graph/Trend icons. 8. Hover the cursor over the Plus Sign icon to display a tooltip describing the action that will occur when selected. 9. Click the Refresh icon in the upper right corner of the Containers to refresh the information. 10. There may be more than one tab within a Container.. 11. Click on Sort Options to select a different sequence or format of information. Clinical Summary Documentation 12. Documented assessment information is viewable in the Clinical Summary. 13. Click on Documentation from the Navigator; the assessment categories are listed below. 14. Click on an assessment category to view information in the container on the right. Page 18 of 23
15. Click on a field name to view details from the original assessment. 16. Click on the View or History tab to review the information. 17. Click Edit to edit the documentation. Takeaways The Clinical Summary is a snapshot view of the patient s current information. In the Clinical Summary you can view and edit information. Click on the Navigator or Tabs to view information. Use the Refresh button to update current information. Use the duration icon to see past information. Use the Plus Sign to chart additional information when available. Page 19 of 23
6. Patient Record The Patient Record provides an easy way to view comprehensive information on your patient across visits. You can view diagnostic results, orders, clinical documentation, and other clinical information for your patients. The Patient Record can also be used to edited information from assessments. Learning Objectives By the end of this course, you will be able to do the following: Access Patient Record Set Date and Time options in the Patient Record View Information in the Patient Record Revise assessment information in the Patient Record Access Patient Record 1. Select Patient Record. from Patient Specific Information. Or 2. Click on Patient Record in the Patient Header. Patient Record Settings 3. The Patient Record displays patient information across a time period or occurrences. 4. The dropdown on the left lists categories of information, such as Laboratory and Radiology. 5. Click the dropdown and select the category of information to view. 6. Use the, and dropdowns to define the time frame or number of occurrences to view the information. Page 20 of 23
Select Data in the Patient Record 7. The date and time in the banner across the top reflects the collected date and time of the result or assessment. 8. Click on a result to view more information. 9. Select the Details tab to information. Other tabs may be available depending on the result. 7. Course Wrap Up Summary of Learning / Objectives review During this course you received a general understanding of the functionality of the Soarian solution and how Soarian supports your daily workflow. This course also included demonstration and activities to practice the tasks such as creating a nurse assignment, charting allergies, home meds, and assessments, in addition to entering patient orders and plans of care. Thank You This concludes the Soarian Clinicals Nurse Training course. Please take a few minutes and complete the course evaluation. Your feedback is valuable and helps us continuously refine this course. Thank you for attending. Page 21 of 23
8. Course Evaluation 9. Appendix Glossary of Terms The terms below may be used in this guide and in the class sessions. Active window. The window selected for current work. You can identify the window as active by looking at the top bar; it should be displayed in dark blue. Click. To press on a mouse button, pressing it down and then immediately releasing it. Note that clicking a mouse button is different from pressing (or dragging) a mouse button, which implies that you hold the button down without releasing it. Context menu. A menu that is available when you right-click text, objects, or other items. Cursor. The flashing marker that tells you where you are on the window. Default. Preset information in the system that automatically displays when you sign on to the system or when you access certain fields that must be completed. Demographics. Person information. Desktop. Refers to the background of your screen, where the different programs you use are running. Dialog Box. A secondary or pop-up window used to gather additional information or perform a separate function from the main window. Double-click. Press the primary (usually the left) mouse button twice, very quickly. Note that the second click must immediately follow the first; otherwise, the application interprets them as two separate clicks rather than one double-click. Drop-Down. A downward-facing arrow that displays a list of commands or selections when clicked upon. Ellipsis. The button that will open a dialog box to input additional information. Episode or encounter. A Person interaction with the healthcare system. An episode or encounter can happen as an inpatient, an outpatient, with a clinic visit, or in the emergency department. Free Text. An empty (usually white) box in which a user can freely type to enter text. Also see Text Box. Greyed. A dimmed font or action button or icon that represents a visual display in which normal functionality is unavailable. Icon. A pictorial representation of an object. Page 22 of 23
Left-click. To click the left mouse button. When instructions call for a screen object to be clicked, a left-click is what is meant. Log On. The process of accessing an application through the use of user credentials, such as a user ID and password. Maximize. Located on the menu bar or title bar of the active window, it is used to maximize the window. Minimize. Located on the menu bar or title bar of the active window, it is used to minimize the window to a button on the Windows task bar. Mouse. A device used to move the cursor around in the window. Navigator. The list of items in the pane on the left of some Soarian screens with a quick link to various tasks and locations within the program. Pane. Different sections of a split window screen that allow for navigation, viewing or editing of the contents within. Patient demographics. Information defined for the person or episode. Demographic information includes the current location (nursing station, room, and bed, for example), age, birth date, gender, and maiden name. PC. A personal computer. Pointer. A graphical image, usually an arrow, displayed on the screen that indicates the location of a pointing device (also referred to incorrectly as a cursor). Queue. One or more items waiting to be acted on by the computer. Right-click. Click the right mouse button. A right-click action opens the context menu with a list of options. Scroll bar. Located on the right and bottom of some windows, and is used to adjust the view in the window. Shortcut menu. Available when you right-click text, objects, or other items. Text Box. An empty (usually white) box in which a user can freely type to enter text. Also see Free Text. Title bar. Located at the top of the each window and is used to identify in which window you are currently working. Toolbar. A window element containing buttons or other window elements to facilitate accomplishing a task. Page 23 of 23