HealthWyse Mobile 2016 Updated 8.24.16 1
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Mobile Basics Part 1 Logging In Logging Out Change Your Login Password Timeout Mail Timesheet Syncing over the Internet Platform Layout Side Bar Patient Header Other Important Icons Scanned docs ipad tips Training mode 3
Logging in/out & System Updates 1. Select the HealthWyse Mobile icon 2. Enter User Name 3. Choose Production Server (1 st initial, last name @homehealthfoundation.org) 4. Tap Log In System Updates Periodically HealthWyse sends updates to your software through the ipad. In order to receive the update, you should bring log out of Mobile and bring the ipad back to the Home screen (where all the ipad icons display) when it is not in use. If an update is pushed out while the device is in use, select Update in the App Update pop up. 4
Logging in to the Training Database When switching back and forth from the training Database to/from the Production Database for HealthWyse Mobile, always log out of the Mobile version you are in following the log out instructions on the previous page. Once you have logged out of Mobile, close out the Mobile App by: Double tap the ipad home button located at the right of the screen. Locate the HealthWyse log in screen, touch it at the bottom and swipe up to close out the App. You should close out other apps using the same swipe up process. Change the server from Production to Training A. Enter the username for your production account or the Training account. Enter training database username here. Example: snhomehealtha@healthwyse.com.train Use the dropdown to switch from production to Training A Enter the Password HealthWyse100 for any training log in. Closing out open apps prevents log in errors from occurring when switching form the Training and Production databases in Mobile. If you should encounter an error logging in Verify that you are using the correct Username/ Password/ and corresponding Server. If all look correct, close out the app and try again. 5
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6. Once you are ready to send your message, tap Send. Quick notes may be sent as a message via the Send button in the Quick note. 7
Timesheet The Timesheet allows you to enter and submit your hours worked. Access the timesheet by tapping the icon The Timesheet displays for all activity for the date provided in the Timesheet Date field. The activities here are separated into Visit and Non-Visit Activity. The Visit Activity is generated by visits started and ended on your mobile device. All Non-Visit Activity must be entered by you manually. Please note that OfficeWyse may use the term DAR when referring to timesheets. 8
SUBMITTING A NEW TIMESHEET These are instructions for submitting a new Timesheet. You will be able to submit timesheets for work up to 30 days in the past and 14 days in the future. To submit a new Timesheet: Use the arrows or calendar icon to select the date of the timesheet you d like to submit. Tap inside the fields and type to make edits to any needed and editable Visit Activity fields. Leave any unnecessary fields blank. To add Non-Visit Activity, tap Add Activity in the Non-Visit Activity section. Then select the Activity, Start Time, and End Time fields or total minutes (if it is an all day activity 480 minutes); and tap any additional fields. Leave any unnecessary fields blank. Hospice and Palliative Team Must select activities that begin with MVH Tap Add Comment if you would like to attach a comment to the office with your timesheet. Tap Sign & Submit to submit your timesheet to your agency. EDITING AN UNSIGNED TIMESHEET To edit an unsigned Timesheet: Use the arrows or calendar icon to select the date of the timesheet you d like to edit. Tap in any fields requiring changes, leave all unnecessary fields blank. If you need to delete a Non-Visit Activity, tap the X button next to the activity in the far right hand column. Once you are finished, tap Sign & Submit to sign and submit to your agency, or tap Close to save your changes and leave the timesheet without submitting. RESUBMITTING A TIMESHEET These are instructions for the scenario that you have already signed a Timesheet but would now like to make a change. To resubmit a Timesheet: Use the arrows or calendar icon to select the date of the timesheet you d like to edit. Tap Reopen for Editing in the top right-hand corner. You may now make any needed edits to your timesheet and then tap Sign & Submit when you are ready to resubmit. Display non-visit activities on the Mobile schedule: All non-visit activities added to the user's timesheet and non-visit activities scheduled in OfficeWyse will display on the user's schedule in Mobile. The non-visit activity cards will always display under all of the scheduled appointments for that day and users will not be able to sort/move the activity cards. If the non-visit activity has an associated time then the time will display on the non-visit activity card. Users will be able to remove a non-visit activity by either tapping the X button next to the non-visit activity on the Timesheet or in scheduling by tapping on the activity card and tapping the Edit button. To remove the non visit activity on the schedule, tap the non-visit activity, then tap the pencil icon tap, then tap DC to remove the non-visit activity. Removing the non-visit activity from scheduling will also remove the non-visit activity from the user's timesheet. 9
Syncing- Exchanges Data When your device is connected to the Internet, it will automatically connect to your agency s HealthWyse database and sync up your data every 15 minutes. This ensures that your agency has the most current information about you and your patients, and that you have the most current information from your agency. All information entered into HealthWyse will automatically display in OfficeWyse immediately upon syncing with the exception of unsigned Quick Notes You will know that your device is connected to the internet because the sync symbol will be green. It will be red when not connected to the Internet. You may want to manually sync your mobile device to your agency s HealthWyse database if data received from the office is behind data sent time, you are assigned a new visit to your schedule, or going on vacation. To perform a manual Sync: 1. Tap the Home button if you are not on the home screen. 1. Tap the Sync Icon located on the Side Bar. 2. Tap the blue manual Sync button 3. The Manual Sync will begin. During a manual Sync the user will not be able to access other areas of the Mobile software. 2. If red arrows persist, verify that you a Wireless signal. Also, HealthWyse Mobile indicates when it has unsent changes to upload (data to be sent to Office). A white box with an arrow indicates that you have made changes that have yet to be uploaded. You will see this icon almost all the time when you have been working without internet connectivity. A potential sync problem may be indicated if you see this box for more than a few minutes while HealthWyse Mobile does have connectivity. 10
Navigation 11
Home Page Defined 12
Remove a patient from the list 13
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Basics Part 2 To Do Lists Quick Notes Schedule Patient list Address Book The Visit Not home/refused care Visits 15
To Do Lists Examples of tasks that appear in your To Do List include: Un signed Quick Notes Open Visit Unsigned Visit Unsigned Orders Upcoming/Overdue OASIS Unresolved Med Interactions Overdue Goals SOC/Recert Due Unsigned Timesheet [Visit Type] Due Unsigned Quick Notes Unsigned Orders Unresolved Med Interactions Timesheet 16
Only unsigned quick notes go to the TDL 17
Update provider to sign here, or select No Signature required. You may choose different MDs for each order as needed. Be sure to update the order date as needed 18
Schedule Screen Display non-visit activities on the Mobile schedule: All non-visit activities added to the user's timesheet and non-visit activities scheduled in OfficeWyse will display on the user's schedule in Mobile. The non-visit activity cards will always display under all of the scheduled appointments for that day and users will not be able to sort/move the activity cards. If the non-visit activity has an associated time, then the time will display on the non-visit activity card. Users will be able to remove a non-visit activity by either tapping the X button next to the non-visit activity on the Timesheet or in scheduling by tapping on the activity card and tapping the Edit button. On the non-visit activity screen the user will have the ability to tap DC to remove the non-visit activity. Removing the non-visit activity from scheduling will also remove the non-visit activity from the user's timesheet. 19
Appointment Schedule **The Sort button allows you to move appointments via drag and drop. 20
On the Scheduling screen, an icon will display on the patient card symbolizing the visit status. The icons have the following descriptions: 21
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NaviWyse Functionality Displaying Travel Time and Mileage on Scheduling Screen Travel Time and Mileage from one patient to the next patient will display in Scheduling. The first patient on the schedule will not have any travel time or mileage as Mobile does not know where the user is starting their day from. All other patients on the schedule will display the Travel Time and Mileage from the previous patient on their schedule. Note: If a patient does not have a valid MapQuest address the Travel Time and Mileage will not display. The Travel Time and Mileage will automatically update to the correct values when re-ordering appointments on the schedule. On the Scheduling Sort screen users will have the option to sort their schedules by 'Mileage' or 'Travel Time'. Selecting 'Mileage' or 'Travel Time' will automatically sort the user's schedule by least amount of Travel Time or least amount of Miles. Default Travel Time and Mileage on Start Visit screen On the Start Visit screen the Travel Time and Mileage values will automatically default into the Travel and Miles fields. The values that default in the Travel and Miles fields are based on the previous visit started. Example: If visits are started in a different order than what is on the user's schedule the Travel Time and Mileage will default based on the previous visit started and not the values that are displayed on the scheduling screen. The user does have the ability to edit the Travel and Miles fields. If there is no Travel Time or Mileage available the fields will default to zero. 24
Patient Lists Include 25
Add/ Remove Patients 1. Make sure your device is connected to the internet. 2. From the Patient list, tap on the Add Patient Icon 3. Search for a patient with the following fields: last name, first name, MRN, date of birth and Site (MCH, MVH, Site 1 etc) 4. Tap the find Patients button. 5. Select the desired patient from the search list. 6. Tap the Add patient button to add the selected patient to your Patient List. 7. Your tablet will then Download the chart. To remove a patient from your list: 1. Tap the dropdown arrow next to the patient s name in the Header in the Chart. 2. Tap Remove patient. Note: You will not see the remove button if you have a visit scheduled or if you have completed a visit in the last 2 weeks 26
Address Book The Address Book screen displays a window with a dropdown to choose your Contact Type, a Search Field to type in your search, and a Sort by Name function. Any found entries will display below the toolbar. Tap on the entry to view more information on the contact. See below for a chart on what information will be displayed for each contact type. Tap Close to exit the address book. 27
The Routine Visit You will start a Routine Visit the same way you would start other visits, by tapping on a patient, then tapping Go, and selecting the Visit Reason of Routine Visit. You will need to complete 5 components in the workflow: 1. Review, 2. Document, 3. Care Plan 4. Post 5. Complete. Through the components, you will : a) Review and edit the patient s overview information b) Assess and document the patient s vitals, pain, and systems c) Document progress against the Care Plan and add orders if necessary d) Document any Post activities e) End the visit f) Sign the visit 28
START THE VISIT All of the assigned to you will generate appointments that are listed your on Schedule. For a scheduled Routine Visit, go to your Schedule and pull up the day s appointments. For a PRN Visit, you can find your patient on the Patient List to start the visit. Before starting a visit, be sure to review the patient details on the right for information about your patient. An appointment note (memo) can be added to an appointment on the Add or Edit appointment screen in Mobile. If a note has been added to an appointment, the note will display in the Primary Info section of the Demographics tab in Scheduling and on the Patient screen in a visit workflow. The date and the appointment note will display highlighted in yellow. TO START THE VISIT: 1. While the Patient Card is still highlighted, tap the Go button in the upper right corner of the screen. This will bring up a screen to select your Workflow. 29
2. Select your Workflow To start a scheduled visit, tap the Start Visit button next to the visit s appointment time To start a PRN visit, choose the type of PRN visit you d like to start, and tap Start PRN Visit next to the description 3. On the Start Visit screen, choose Visit from the Visit Reason screen. 4. Verify the Date and Start time, and input any necessary travel information. Tap to edit any fields that need changing. 5. When you are ready to start the workflow, tap OK. 30
WORKFLOW REVIEW In this component you will review and make edits to key information: Patient Demographics Diagnoses Medications Alerts/Allergies This allows you to review the patient s conditions and keep the patient s information in the system up to date. You will need to confirm that you verified the information found in each step via a checkbox at the bottom of each page. You will also need to sign any changes made to this information in order to complete your visit. 31
TO COMPLETE THE REVIEW COMPONENT: PATIENT DEMOGRAPHICS 1. Read through and verify all current Patient information, including Primary Info, Address, and Insurance. 2. If you need to make any changes to this information, it will need to be done outside of the Workflow.. 3. Once you have verified the information to be accurate, tap to check Verified Patient & Insurance. DIAGNOSES 1. Tap the Diagnoses step, and read through and verify all current Diagnoses information. 2. Make any needed changes to the diagnoses. 3. Once you have verified the information to be accurate, tap to check Verified Diagnoses. MEDICATIONS 1. Tap the Medications step, and read through and verify all current Medication information. 2. Tap to Check/Resolve Interactions. 3. Make any needed changes to the medications. 4. Once you have verified the information to be accurate, tap to check Completed Medication Reconciliation. ALERTS/ALLERGIES 1. Tap the Alerts / Allergies step, and read through and verify all current Alerts and Allergies information. 2. Make any needed changes to the alerts and allergies. 3. Once you have verified the information to be accurate, tap to check Reviewed Alerts & Allergies. 32
WORKFLOW DOCUMENT The second component of the Workflow is Document. Depending on your discipline, you may have different forms within this component to assess and evaluate your patient s health status. In a Home Health visit for example, this component shows several steps listed on the left hand side of the screen: Vitals Pain Systems VITALS The Vitals step allows you and your team to follow the entered data in not only a numerical format but also in scaled and/or graphical representations of the data. The Vitals step allows you to log and assess your patient s condition both during the current visit and over the scope of all visits with your patient. Take and log all necessary vital measurements that are appropriate for your visit. TO INPUT VITAL MEASUREMENTS: 1. After taking the patient s temperature, tap on the Temp field to key the measurement. Use the drop down menu to the right to specify the <Site> in which the measurement was taken. 2. Next log whether infection seems to be present, by tapping either Yes or No in the Signs/Symptoms of Infection. 3. For Vitals such as Pulse, Resp, BP, SaO2, Blood Sugar Readings, or Weight, tap on the desired field. Input the measurement by tapping on the + icon. A window will open allowing you to log information using either the dropdown provided or by keying the data into the field provided. In the case of Blood Sugar Reading, you must first check the box for the measurement to input this measurement. 4. The additional vital metrics data may be entered by tapping on the field and typing in the data. 33
PAIN In the Pain topic you will log information regarding the pain level(s) of your patient. HealthWyse Mobile gives you and your team access to several means of recording these measurements. Below we will explore how to access and input this data. See the images and table below for details on the form. Please note that the red asterisk indicates that Pain is a required step. 34
TO DOCUMENT PAIN: 1. In the Document component, tap the Pain step. 2. Tap to check off the appropriate Subjective field and type in any details needed. 3. Tap the calendar to select the date of Last BM. 4. Choose a Pain Measurement Scale from the dropdown. 5. Using the Pain Measurement Scale you choose, assess and document the patient s pain levels by tapping the + icon underneath the Scale. 6. In the pop-up window, fill out any appropriate fields outlined in the table, and then tap OK. 7. If the patient has Acceptable Pain, tap to check the checkbox, and then drag the slider to indicate the pain level. 8. Determine which activities pain is interfering with, and tap to check off any applicable items under Pain Interferes with the Following. If pain does not interfere, tap to check the Pain Does Not Interfere checkbox. 9. Tap the + icon to document any Pain Management Teaching that occurred during the visit. Select the appropriate responses to the fields listed in the table. 35
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SYSTEMS The Systems topic allows you to Screen the systems for deficits. Deficits details should be entered in the systems forms not in the screening tool. These include: Respiratory Integumentary Gastrointestinal Endocrine Cardiovascular Musculoskeletal Neurological Diet/Nutrition Entering data into these fields is divided into either No deficit(s) or Deficit(s). TO DOCUMENT THE SYSTEMS FORM: 1. Tap to indicate any Deficit in each System. If there is no Deficit, tap No Deficit(s). 2. If No deficits, include a comment that the system was evaluated and no deficits noted. 3. Details should be entered in the actual systems, not in the deficit screening form. You may use the Neuro System screen to indicate that your patient is alert and oriented, rather than selected the Mental status form when there are no deficits. 4. For the Musculoskeletal System, tap the View dropdown to select Anterior, Posterior, Left Lateral, or Right Lateral for any areas with a Deficit, and type in Details if necessary. Then mark any Deficits in the right hand column and enter any Details. If there are no Musculoskeletal Deficits, tap the No Deficit(s) checkbox. 37
WORKFLOW CARE PLAN The Care Plan component for a Routine Visit Workflow allows you to document the progress of any Care Plan orders and to add or change clinical orders for the patient. Interventions and goals are organized by category along the left. Tap a category to view the related Progress items, with the progress indicated either with a slider or radio buttons. The Filter dropdown allows you to sort the Progress items by discipline. You can also use the search field to search for an order, and you can tap the History box at the top right hand side of the screen to view previous Progress Items. There is also a Discharge subsection for adding Discharge Plans for the patient. DOCUMENT PROGRESS You will document the progress of any goals and interventions using either Radio Button Fields or Slider Fields. See the instructions below for how to use each field type. DOCUMENT PROGRESS WITH RADIO BUTTON FIELDS: 1. Tap the Care Plan Component. You will see a list of the patient s orders by category. 2. In these progress fields you are given the option to distinguish whether a goal was met and/ or a task performed. 3. To determine whether interventions were performed, tap the radio buttons to select whether they were Performed, Not Performed, or NA. 4. Select whether the item was performed for CG or PT from the dropdown. 5. Do not document details in the free text field. 6. Tap to check DC Order if appropriate (when the Goal or Intervention no longer needs to be addressed on subsequent visits). Note- you must move the slider or make a comment on the goals to complete the goal tasks. Interventions marked as Not Perf, require a reason not preformed in the comment box. 38
Document the Details To Add Narrative or any other form Tap the Gear, then tap add Narrative, select a form from the short list or tap Add (1) form and search for a form from the full list of available form. 1 Tap form here 2 3 Select caregiver or Patient from the dropdown here. In the Care Plan section, for interventions (Perf, Not Perf or NA) use the associated form to document the details of your assessments. In the above example, tap Document GU status (2), to complete the GU assessment form as needed. If your assessment results in the need to Add and Intervention, tap the Add (3) button in the Care Plan to add a new goal or Intervention to the Care Plan. Items added to the Care Plan during the visit will be signed via the visit signature. Be sure to specify which MD to send the orders to if it will not be the primary MD, or select No signature Required if the change to the plan does not require a physician Signature. Any Goal or Intervention that is met, which no longer needs to be addressed may be discontinued from the Care Plan. Orders DC d as met do not require a physician signature. 39
DOCUMENT USING CARE PLAN PROGRESS FIELDS WITH SLIDERS: 1. Tap the Care Plan Component. You will see a list of the patient s orders by category. 2. Tap the circle on the slider bar and drag left or right to indicate the level of progress. 3. Once an order has been Performed or Met, select whether the item was performed with Caregiver (CG) or Patient(PT) from the dropdown. 4. Tap in free text field to add a note as necessary. 5. Tap to check DC Order if appropriate (the goal no longer needs to be addressed). 6. Address each item in the Care Plan before continuing on to Post. Note-Goals with sliders must contain a comment in the free text field or the slider must be moved for the task to be marked as completed. If marked as Not Perf, you must enter the reason. ADD A NEW CLINICAL ORDER Clinical Orders can also be added to a patient s Care Plan during a Routine Visit Workflow. You will need to sign any new orders to complete the visit. If the Plan of Care has not been signed, they will be added to the Plan of Care. If it has already been signed, they will be created in the system as Interim Orders. Follow the instructions below to add a new Clinical Order. To add a Discharge Plan, tap the Discharge subsection and follow the same instructions. TO ADD A NEW CLINICAL ORDER: 1. Tap the Add button; a pop-up screen will display. 2. Type the new Clinical order in the search field at the top left hand side of the screen. All entries matching your text will appear automatically. You may filter the results by Category, Discipline, and Interventions vs. Goals. 3. Tap the appropriate order to select. 4. Verify the date on this order and input any further instructions if necessary. 5. Tap Save to add the order to the Care Plan. 40
WORKFLOW POST Post, the fourth component of the Routine Workflow allows you to input extra data related to the patient that was not included in the previous components. The Post component has five steps: Teach Homebound (required with details) Communicate Supervision (HCA supervision when applicable) Plan Within Post, you will add any necessary notations regarding Teaching the patient and/or their care givers any educational information during the visit, your patient s Homebound status, communications with other clinicians (Communication), Supervision that may have occurred during the visit, and make additional notes in order to better Plan your patient s care. Remember to verify and sign all forms in this component. 41
TEACH After tapping on Post, you have the option to document any teaching that may have occurred during the visit. This can be to the patient, a caregiver, the patient s family member, or another healthcare professional. The drop down menus for Topic, Who, How, and Response allow you to select the necessary field information. To add information to the Teach step: 1. Tap on the + icon next to Topic at the center of your screen. 2. A window will open allowing you to tap on and enter information using the drop-down menus for Topic, Who, How, and Response, for any teaching that may have occurred during the visit. See the table below for more details on these fields. 3. Once you have made your entries, review them for accuracy and enter any details that occurred for the teaching. 4. Once you have completed all necessary entries, tap at OK the bottom right of the screen to document the teaching. 42
CASE CONFERENCES You are also able to document Case Conferences for your patient. This option is located at the bottom of the default Communication screen. To add communication(s) pertaining to a patient Case Conference: 1. Tap on the box next to Case Conference. 2. A window will display, allowing you to check boxes to identify who was present at the Case Conference. 3. Once you have made your entries, enter notes on any problems that were discussed during the Case Conference into the Problems/Issues field. Enter information regarding the plan of action/care that was established during the Case Conference into the Plan field. SUPERVISION The Supervision step allows you or the care team to enter notes specifying whether supervision was present during the patient s visit. In this step, you are able to select Supervision for a discipline during your visit. Please note that Skilled Supervision and HCA Supervision MUST include a customer Satisfaction rating or the note is not recognized as a supervisory visit, nor will it be considered complete. To specify the supervision present during your patient s Routine Visit: 1. Tap to select the specified supervision type. 2. Depending on the type of supervision, tap to fill the fields describing the visit supervision. This will include who was supervised (Supervision Of), and that staff member s name (Staff Member). 3. Next tap to verify supervision was present. You will select either Present or Not Present. 4. Next tap to indicate which Tasks Supervised. This can be No Task Changes, Tasks added, or Tasks DC d. Please note that if Tasks added or Tasks D/C d are indicated, a comment box will appear next to the field for you to enter notation to describe the changes. 5. Next tap to select which performance measures were met during the visit in the Performance field. 6. In the Satisfaction field, tap to select the patient s level of Satisfaction with the visit. 7. Add any comments to the Comments field regarding the visit supervision. 8. Perform these same steps to add information for adding supervision notes for either HCA or Skilled Supervision. 43
PLAN In the Plan step of the Post Component, you can: Plan a revisit Verify Interventions carried out during the Care Plan component Begin Discharge Planning Document future MD visits in Next MD Appt Add Comments This is the last step before you begin the Complete component of your Routine visit. TO COMPLETE THE PLAN STEP: 1. Tap the Plan step on the left hand side of the screen. 2. If a Revisit is planned, tap to check the box next to Revisit Planned. A date field and a Calendar icon will appear beneath the checked Revisit Planned box. 3. Tap on the Calendar icon to select a follow up date. 4. Next review the Interventions (No need to select any items) 5. If necessary, tap to check Discharge Planning. In the Within field that appears, enter within how many Weeks you plan to discharge the patient. Tap to check the appropriate boxes and enter details in the corresponding fields as necessary to document the Discharge Plan. 44
6. If known, tap in the Next MD Appt field. A window will display, allowing you to select: When your patient s next MD appointment is scheduled for What type of physician is being seen Who specifically will be the physician Details about the scheduled visit Complete these fields, and then tap OK at the bottom right of the window. 7. Tap and type in any necessary Comments in the Comments field at the bottom of the screen. WORKFLOW COMPLETE The fifth component is Complete and includes the steps necessary to finalize the Routine visit. In this component, you will: Log time for the visit, Validate visit errors and warnings, Sign off your visit note and any orders added The Complete component includes five sections: Visit Patient Signature VFO Validate Sign & Complete You MUST VERIFY and SIGN all forms, as well as the visit before you can Complete a workflow. 45
TO END YOUR ROUTINE VISIT: 1. Tap the Complete component. 2. In the Visit step, tap Visit Ended. This signifies that the visit has ended and will log your End Time. Review, log, and edit your visit information as needed. You may also edit this information later from your Timesheet. See the Timesheet lesson for more information. VISIT FREQUENCY ORDERS In the VFO step, you can modify the Visit Frequency Orders for your patient. TO ADD OR MODIFY VFOS: 1. Tap on the VFO step. 2. Review the list of VFOs for accuracy and completion. 3. Add, or DC the VFOs as necessary. For more information on VFO functionality please see the Patient Chart Basics lesson on VFOs. 4. Appointments tap to view or Edit Individual appointments. 46
VALIDATE Before signing and completing your visit, HealthWyse Mobile will ask you to Validate the completion of all Workflow components. This step will run through all components and steps within the workflow and indicate any areas missing fields. If there is an error or a component is incomplete, enter and/or review that information for accuracy. TO VALIDATE THE VISIT: 1. Tap on the Validate step at the left. 2. Review the information for completion and accuracy. 3. If any issues exist, correct them according to the Issues descriptors. Complete steps will be indicated with the green checkmark. Incomplete steps will be indicated by a red asterisk. Tap the Correct button to return to the area of the workflow requiring attention. 47
SIGN & COMPLETE Orders and changes should be signed at the end of each visit. Please follow the steps below to update orders and sign the visit. Keep in mind that HealthWyse Mobile will always warn you or indicate if there are unsigned visits and/or orders to be completed. TO SIGN A VISIT: 1. Tap the Sign & Complete step. 2. Review the list of orders and changes for completion and accuracy. 3. Make sure all Orders and Changes in the Sign column you wish to sign are checked. Tap to uncheck boxes that should not be signed at this time. If the Plan of Care has already been signed by a physician, the orders will be created as Interim Orders. Otherwise, they will be added to the Plan of Care. 4. Verify that the Provider to Sign and date of the order the correct for each order if the orders are going to different MDs or mixed with No signature required orders. 5. Enter Clinical Summary details in the free-text field at the bottom of the page as necessary. 6. Once you have verified this page is accurate, tap Sign & Complete at the bottom left of the screen to complete the Visit. To Remove an Unsigned Visit Tap the gear, then tap Remove Visit. 48
Not Home and Refused Care visit Documentation If you conduct a home visit and the patient is either not at home, not found, or refuses care it is necessary to document this occurrence. Tap on the Schedule icon and tap the appropriate Patient Card. Tap the Edit icon on the Patient Card in order to edit the details for the visit. Tap the No Show button; this will bring up a dialogue for recording the reason for the No Show visit. Select Not Home Not Found or Refused Care from the dropdown. Include Travel Time, Mileage & pre/post (to cover time spent looking for patient). This will flow to your Timesheet. Check the box to Add to Chart (As Quick Note). Explain the occurrence. Tap Save to finalize the visit and record it in HealthWyse Mobile as a No Show appointment. Keep in mind that recording this as a No Show does not affect the scheduled appointment. The Appt must be rescheduled (use the sort and drag appt in the schedule, 3 or 5 day view)or DC (from the VFO appts) as appropriate. **If patient refused care after the visit was started, Click the Workflow Options icon in the Header of the visit and select Remove visit. Then complete steps outlined above.
To Reschedule or DC a No Show Visit 1. Go to the Patient Chart. 2. Tap Visit Frequency Orders 3. Tap appointments 4. Tap the appointment dated for the day patient was not home, or refused care. 5. Tap Edit or DC 6. Change the date of the appointment if needed Appointment dates may also be changed using the Sort, then drag and drop drop, in the Schedule screen, 3 3 or 5 day view. Z 2 4 5 6 50
Mobile Basics Part 3 The Chart Overview Demographics Diagnoses Medications Care Plan Vitals Telehealth Quick Notes Visit Frequency Orders Attributes Locators Visit/Forms POC History Referral 51
The Patient Chart The Patient Chart is where all of the patient s information is stored and made available to anyone with access to that patient. All changes made to patient information, made by any user, either during a visit or from the chart itself, will be reflected in the chart. It will display both the current patient information and patient s history. The Patient Chart should be reviewed before performing a visit. You can access the Patient Chart in a number of ways. To access a Patient Chart: 1. Select the patient from either your Patient List or from your Scheduled Appointments, by tapping on the appropriate Patient Card. 2. Once you have selected your Patient Card, tap on the chart icon on the right side of the Patient Header. In the Patient Chart screen you will notice the list of sections on the left. Tap any of these sections to access and edit information specific to your patient. 52
The table below provides a brief overview of each section: To add a patient level note, edit the primary info here. 53
Scanned docs will be viewed via OWA Outlook Web Access 54
Patient Demographics In the patient demographics, you will see in the Primary Info: 1. Primary Diagnosis 2. Emergency priority 3. Medical record number (MRN) 4. Primary clinician. 5. Primary Care Physician 6. Patient notes (memos) 7. Highlighted Attributes 8. Address/phone 9. Social Information 10. Insurance 11. Contacts Use the pencil icon to edit information in any field, including the PCP and Primary Clinician Use the + to Add new contacts or Insurance. 55
Patient Notes Use the Pencil icon to Edit the Primary Info to add a Patient note that will display at all times in the demographics. Patient notes display as highlighted in the demographics when you tap a patient card or in the Review Section in the Mobile visit workflow. Overview- contains Alerts, Allergies, Diagnoses and Medications specific to that patient. Careplan- contains Clinical Orders (Goals, Interventions and DC Plan). 56
Diagnosis From the Diagnosis tab in the chart or accessing the Dx from any visit workflow: 1. Add A Dx using the Add button 2. DC a Dx by Tapping the Dx on the List and tapping the DC Button 3. To update an Onset date or Exacerbate a Dx tap on the Dx, then tap Edit, choose Onset or Exacerbation, and select the date using the Calendar 4. Use the Sort button to change the order of the Dx on the list. After selecting Sort, you may drag and drop a Dx to a new location on the list. 57
DIAGNOSES The Patient Chart will display all current patient Diagnoses and Procedures. Before a SOC is performed, this list will display the patient s referral diagnoses. Diagnoses can be changed in the Review Component in certain visit Workflows, as well as in the Patient Chart. MODIFYING THE DIAGNOSES LIST To make changes to the Diagnoses List within the Patient Chart, enter the chart, and then tap the Diagnoses section on the left. Changes made to these diagnoses will need to be signed from the To Do List. ADD DIAGNOSES 1. Find the patient s Diagnoses List, found either in the Diagnoses section of the Patient Chart or in the Review component of a visit workflow. 2. At the top of the Diagnoses list, tap the Add button. 3. Begin typing the name of the diagnosis in the Search field. All entries matching your diagnosis will populate below. 4. Tap to select the appropriate Diagnosis and its associated ICD-9 Code. 5. In the pop-up screen that appears: If the diagnosis has been treated, check the box labelled Treated. Note that for any Hospice Patient this will be a related diagnosis, marked as related; these are the diagnoses related to hospice care and will go to the bill. If this is the onset of the condition being diagnosed, check the box labelled Onset and enter the appropriate date. If the diagnosis is an exacerbation, check the box labeled Exacerbation and enter the appropriate date. 58
EDIT A DIAGNOSIS If the details of a Diagnosis need to be modified, you can edit the Diagnosis from the Diagnoses List. Once a Diagnosis has been edited, it will be marked as unsigned and needs to be reviewed by a clinician so they can sign off on the modified Diagnosis. To edit the details of a Diagnosis: 1. Tap on the Diagnosis as listed in the patient s Diagnoses List. 2. Tap on the Edit button in the top-right corner of the Diagnosis details screen. 3. Make all the necessary modifications to the Diagnosis. 4. When all the information is correct, tap Save. 5. Once a Diagnosis has been edited, the original Diagnosis is marked as Discontinued, and a new copy of the Diagnosis with the updated information shows up on the Diagnoses List and is marked as unsigned. DISCONTINUE A DIAGNOSIS If a Diagnosis no longer applies to a patient, it can be Discontinued (DC) from the Diagnoses List. To Discontinue (DC) a Diagnosis: 1. Tap on the Diagnosis you d like to DC. 2. Tap the DC button. 3. Tap the Calendar icon to select a DC date. This will default to today s date. 4. Select a DC Reason: Resolved, Reduced in severity, Increased in severity or Recoded 5. Tap Save to save your changes 59
Medications The Patient Chart will display all current patient Medications. Before a SOC is performed, this list will display the patient s referral medications. Medications can be changed in the Review Component in certain visit Workflows, as well as in the Patient Chart. MODIFYING THE MEDICATIONS LIST To make changes to the Medications List within the Patient Chart, enter the chart, and then tap the Medications section on the left. Changes made to these medications will need to be signed from the To Do List. After making any changes to the Medications List, be sure to check Check/Resolve Interactions. ADD A MEDICATION To add a medication to the Medications List: 1. Tap the Add button at the top of the Medications List 2. Check the Include Generic/Brand checkbox to include generic drugs in your search results. 3. In the Drug search field, type the name of your medication. A list of drugs matching your text input will display. 4. Tap the appropriate drug. You will be brought to a screen to input Medication Instructions. 5. Fill in the appropriate fields, using the table below as a guide. 6. Tap the Schedule tab and choose Medication Schedule. 7. Tap Save to add the Medication the Medications List. 8. Make sure to sign your new Medication. It is important to remember that the individual pill dosage and the number of pills taken per dose are both recorded separately. For instance taking 2 Tylenol pills where each pill is 250 mg should be recorded as Tylenol 250 mg 2 capsules. 60
Required Required Required for PRN Meds and all Hospice meds Not required Required for Hospice only Use for all meds with an end date Required For Hospice House Meds only 61
DISCONTINUE A MEDICATION When a patient is no longer taking a particular medication, it is still important to keep a record of their previous use of the medication. Such medications are recorded as a Discontinued Medication. When viewing the Medications List, tapping the History checkbox will display all of the patient s discontinued medications. They will be displayed in the list with a strikethrough font. To Discontinue a Medication from the patient s Medication List: 1. Tap on the medication needs to be discontinued as listed in the Medications List. 2. A pop-up window will display with the Medication details. 3. Tap the DC button at the top right to Discontinue the Medication. 4. Enter the appropriate Date for which the Discontinuation is effective, and select the DC Reason. 62
Resolving Med Interactions from the To Do List 63
CHECK/RESOLVE INTERACTIONS FROM THE MEDICATION LIST After making any changes to the Medications List, or before verifying the Medications within a Visit Workflow, it is important to check on and resolve any interactions. Any interactions present will be listed in the Interactions tab. Medications involved in interactions will display an alert icon next to them. Once interactions are resolved, they will be removed from the Interactions tab. Resolved Interactions may be viewed by tapping Interactions and checking the box next to History. To Check/Resolve Interactions: 1. Once the Medications List is up-to-date, tap the Check/Resolve Interactions button above the list. 2. A window will display to check the interactions. If there are no interactions, the screen will read: No unresolved interactions found. If this is the case, tap Save to return to the screen. No further action is required. Otherwise, the window will bring up the first interaction, with the alert displayed at the top. There will also be a note at the top of the window indicating the number of interactions found. 3. Tap the Comments field to type any comments if needed. 4. To resolve, either: Leave the Medication List as it is and override the alert, by selecting an Override Reason from the dropdown. Also tap the checkbox to indicate that education material was provided to the patient or caregiver. The alert should now have a green checkmark next to the text. Or, tap to DC one of the medications causing the interaction. The alert should now have a green checkmark next to the text. 5. If Interaction count at the top of the window indicates more interactions, tap the Next button to continue resolving. 6. Once there are no more interactions to resolve, tap the Save button to return to the Medications List. 64
ALLERGIES The Patient Chart will display all current patient Allergies. Allergies can be changed in the Review Component in certain visit Workflows, as well as in the Medications section in the Patient Chart. MODIFYING THE ALLERGY LIST To make changes to the Allergies List within the Patient Chart, enter the chart, and then tap the Medications section on the left. Then tap the Allergies tab at the top of the page. Changes made to these allergies will need to be signed from the To Do List. ADD AN ALLERGY If a patient has an allergy that is not included on the patient s Allergy List, it is necessary to add the allergy. Any allergies that are added to the list will be marked as unsigned until you have verified and signed the changes made to the Allergy List. In order to add an allergy to a patient s Allergy List, do the following: 1. Access the Allergy List. 2. Tap on the Add button at the top of the Allergy List 65
Allergies cont d 3. A search screen will appear; type in the name of the drug or drug category for which your patient has an allergy and select it from the search list. Uncheck the box that says No Known Allergies, if checked. if the allergy is for a specific drug, use the Drug input field to search for the drug and select the appropriate drug name from the list. If the allergy is for a certain type of drug, use the Drug Category input field. DELETE AN ALLERGY If an allergy that is listed on a patient s allergy list is no longer applicable, you can delete it from the list. When an allergy is deleted, it is marked as discontinued and displays in the Allergy List with a strikethrough. To delete an allergy from the Allergy List: 1. Tap on the allergy as listed in the Allergy List. 2. In the Allergy Information Screen, tap on the Trashcan icon. Tap yes to save 66
Medication Order Sets Tapping the 'Order Sets' button will display the Add Order Set screen. The agency's list of Order Sets will display on the left. Tapping on an order set will display all medication within that order set on the right of the screen giving users the ability to select which medications to add. Users have the ability to select or de-select any medication within the order set. Tapping the check box next to the Order Set title will automatically select all of the medication within that order set. Multiple order sets can be added at once by tapping on another order set and checking medications for that order set. The 'Add Medications' button on the top right of the screen will display the number of medication selected to be added. Tapping the 'Add Medications' button will display the Add Medication screen for each selected medication and will default the values defined in the order set. The top of the screen will display the medication name being added and the total number of medications being added. The user has the ability to edit the medication fields before saving the medication. Tapping the Save button will add the medication to the med list and bring the user to the Add Medication screen for the next selected medication. This will occur until the user has added all of the selected medications. Tapping the Cancel button will not add the medication and will bring the user to the Add Medication screen for the next selected medication. 67
Display of Medication Order Sets in the Medication List Medications added using Order Sets will be grouped together under the Order Set title on the medication list. Free Text Medication If an Order Set has a free text medication, when adding the free text medication an Alert will display notifying the user that the medication is free text and will not be included in the Interaction Checking. Medication Reference Text On the Medication Detail screen a 'Reference Text' button will display. Tapping the 'Reference Text' button will display the Medication Reference Text. If there is no Reference Text available for a medication the button will not display. View Medication Leaflets On the Medication Detail screen an 'Educational Leaflet(s)' button will display. Tapping the 'Educational Leaflet(s)' button will display the Medication Leaflet Text. A 'Print' button will display on the top right of the screen allowing the user to print the Educational Leaflet. 68
Educational Leaflet based on Medication Route If a medications has multiple Educational Leaflets available due to the medication route an Available Leaflets screen will display when tapping on the 'Educational Leaflet(s)' button. The Available Leaflet screen will display all available leaflets (by route) at the top and all available Leaflets in Spanish under 'Espanol'. Tapping on an available leaflet will display the selected leaflet. On the Leaflet screen the 'Back to List' button will bring the user back to the Available Leaflets screen. If the selected Medication only has one available leaflet the educational leaflet will display in English by default. If the user would like to view the leaflet in Spanish tapping the 'Back to List' button will display the Available Leaflets screen. Tapping the Leaflet under 'Espanol' will display the Leaflet in Spanish. 69
Care Plan View Goals, Interventions, DC plan from the Care Plan. The Care Plan can be updated in the visit workflow or from the chart Changes to the Care Plan must be signed If there is an unsigned visit, changes to the Care Plan will be signed in the Sign visit workflow. If there is not an open visit, changes to the Care Plan are signed from the To Do List. To Add an Intervention tap Add To view or update the DC plan tap Discharge To DC an Intervention tap the Intervention, than tap DC When Adding Interventions you may use: The search field Select Interventions, Goals Or Both You may Select the category from the list on the left You may changer the discipline via the discipline dropdown 70
Interim Orders HealthWyse Mobile treats clinical orders either as orders to include in the Plan of Care or as Interim Orders, depending on when the order is created or modified. This will be indicated when the orders are signed, either at the end of a Visit Workflow or from within the Patient Chart. Both types of orders will be sent to a physician for signature and will be included in the patient s POC History. OVERVIEW HealthWyse Mobile will treat any order added after the Plan of Care has been signed as an Interim Order. This includes orders added within a visit workflow or from the Patient Chart. HEALTHWYSE MOBILE PROCESS FOR ORDERS 1. The patient s Plan of Care is created at the beginning of the cert period. This will include information taken from referral, as well as anything the clinician documents regarding Visit Frequency Orders, Clinical Orders from the Care Plan component (interventions, goals, discharge plans), Diagnoses, Medications, and Locators. 2. Until the Plan of Care has been signed by a physician, new orders created either within a Visit Workflow or from Patient Chart, possibly by clinicians of multiple disciplines, will be added to the Plan of Care. This will be indicated when signing your orders by highlighting the Send Orders To option: Plan of Care. 3. Once the Plan of Care has been compiled by the office and signed by the physician, any new orders will be automatically be created as Interim Orders. These will also be sent to the physician to be signed, but they will not be included in the Plan of Care. Orders treated as Interim Orders will be have the Interim Orders field highlighted in blue when signing the orders. 71
VIEWING AND SIGNING INTERIM ORDERS CREATED OUTSIDE A VISIT (Orders created during an open visit will be signed with the visit.) Any time clinical information is changed for a patient after the Plan of Care has been signed by a physician, Interim Orders will be created and need your signature. These changes include: Visit Frequency Orders Clinical Orders from the Care Plan component (interventions, goals, discharge plans) Diagnoses Medications Locators If you are not within a visit workflow, you will need to sign from the Patient Chart (POC History) or the To Do List. TO VIEW A LIST OF A INTERIM ORDERS: 1. From the Patient Header, tap on the Patient Chart icon. 2. Tap on the section POC History. This will display a list of all POC orders and Interim Orders by cert period. 3. Tap on an order to view the details. 72
TO SIGN THE ORDERS: 1. Orders still needing to be signed will be marked with the pencil icon. These orders will also be listed on and may be signed from your To Do List. For instructions on how to sign from the To Do List, see the To Do List lesson. To sign from the POC History section, tap the order on the list. 2. A screen will appear with details on the order. Tap to choose a Provider to send the order to, verify the Auth Date, and enter a Clinical Summary if appropriate. 3. Tap Sign Selected to sign the order and send to the physician. 1 4. Orders default to being sent to the primary physician (verbal orders) 5. To change to no verbal for all orders, tap Physician to sign all orders and select No Signature Required. 2 1 2 To create a mix of orders that do/do not require a signature, or to send to different MD s, update the Provider to sign next to the order. Verify that the order date is correct also. 73
An Open Workflow means that the user is currently seeing the workflow tab next to the chart- once the user goes back to the schedule or another patient, the workflow is no longer open, but in progress. The To Do List item will display with other To Do List items in the patient header. The unsigned order To Do List items will be cert period specific- so if there are orders from a previous cert period, we should display the dates of each cert period with the item to differentiate which orders belong to which period. When the user taps the specific item from the chart, a pop up will display with the sign orders screen. If the user taps the To Do List item while a workflow is open, then the user will be re-directed to the workflow signature screen. If the user has an open workflow or starts a workflow, then the Sign section within the workflow will be updated to display all unsigned orders. Once the changes are signed within the patient chart pop up, then the sign screen in the workflow will also be updated. If there are no more items to be signed, then the To Do List item will go away. A user cannot select an order to sign until the provider to sign field next to that item has been defined. It is possible for a user to select No physician signature required (equivalent to no verbal) from the provider to sign drop down. A user will be allowed to sign and complete a visit even if all orders are not selected to sign. In this case, these orders will remain as a To Do List item and will display in that pop up window for signature. A user will only be allowed to sign their changes. Users are unable to sign another user s changes. If an item is added, but not signed, it should flow to the POC. If that item is deleted before it is signed, then the item should be removed from the POC and no signature is required. Enter Clinical Summary details in the free-text field at the bottom of the page as necessary. Once you have verified this page is accurate, tap Sign & Complete at the bottom left of the screen to complete the visit. 74
Vitals History and Telehealth In the Vitals tab in the chart clinicians may view the patient s vitals history as well as Telehealth data when present. 75
Creating Quick Notes (Formerly known as Call Logs) There are two ways to create a Quick Note. 1. Tap the Add button from the Quick Note button on the patient chart. OR: 2. Tap the down arrow icon next to the patient s name in the Patient Header. Then tap Quick Note from the drop down menu. 3. Fill out all relevant information. 4. Tap the Send Note button. 76
VIEWING To View a Quick Note: Tap on the Quick Note. A details window will pop up. Review the information contained within the note. View the author by Tapping the arrow in the blue Quick Note bar above the note. When viewing the note, if the note is unsigned you can tap Close to close the quick note, tap Delete to remove the quick note or tap Edit to make changes to the quick note. Unsigned Quick Notes Display on the To Do List and may be used for reminders EDITING AN UNSIGNED QUICK NOTE If a Quick Note has not been signed yet, it can be edited. To make an edit to an unsigned Quick Note: 1. Select an unsigned Quick Note by tapping on the desired Quick Note on the left hand side of the patient chart. 2. Tap Edit to make changes to the specified note. Please be aware that only unsigned notes can be edited. 3. Tap the fields you wish to edit. 4. To save your edits without signing, tap Save as Draft. To Save and Sign your edits, tap Save and Sign. To exit without saving your changes, tap Cancel. RULES FOR EDITING A QUICK NOTE These rules provide additional information and instructions regarding the creating, viewing, and editing of Quick Notes. 1. When you save a Quick Note as a draft, only you can see it and only on the device you used to create it. 2. If you create a Quick Note draft in the mobile platform, you cannot see it in MobileWyse or OfficeWyse. 3. If you draft a Quick Note on another device, or in HealthWyse Mobile or OfficeWyse, then the note will not display on the device you use for the patient. 4. Once a Quick Note is signed anyone who has permissions to view Quick Notes will be able to view the note. If the Quick Note is unsigned only the person who created the draft will be able to see it. 77
DELETING A QUICK NOTE If you have Quick Note maintenance permissions, you will also be able to delete Quick Notes. Only the creator of the unsigned note can delete a note that is still in draft stage. To delete a quick note: 1. Tap the Quick Note to open. 2. Tap the trash icon from the Quick Note details screen. 3. A confirmation window will pop up. Tap Yes to confirm. To view the Author of a Quick note tap the Arrow next to Quick Note here. RELATING A QUICK NOTE A Related Note can be added to any signed Quick Note. 1. Tap on the Related Note button on the Quick Note display to create a new note. 2. Create the new note. Once saved and signed, the Related Note will display indented under the original Quick Note. Please note that all related notes will display indented on the original note. 3. Sending a Quick Note as HealthWyse mail- tap to open a quick note, then tap Send Note. Select your recipients and send the message. 78
Visit Frequency Orders (VFO) A Visit Frequency Order (VFO) is an order for discipline-specific visitations to be performed for a patient. Each VFO is prescribed for a specified range of time and for a specified frequency of visitation (for instance, physical therapy 3 times per week for 9 weeks). Each VFO is added within a specified Certification Period and cannot be scheduled to extend beyond that Cert Period. When a particular Cert Period has ended, it is possible to copy over a VFO into the next Cert Period. A patient can only have multiple VFO s within the same time range as long as the VFO s are for different disciplines. There are exceptions, however, wherein multiple VFO s for the same discipline can be added as long as the specified time ranges do not overlap, or if one of the conflicting VFO is marked as PRN. Modifying Visit Frequency Orders To access the Visit Frequency Orders list from the Patient Chart, enter the Patient Chart, and then tap on the Visit Frequency Orders section. To Add a VFO: 1. Access the VFOs from either the Patient Chart or within a Visit Workflow. 2. Tap the Add button located at the top of the VFO List. 3. Input all of the details for the VFO into the VFO Information Screen. Please see below for a table describing each of the fields. 4. Tap Save once all of the information has been entered. 5. Be sure to sign the orders once they have been added. 79
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DISCONTINUE A VFO If a particular Visit Frequency Order is no longer applicable for a patient, it must be marked as Discontinued. Note that you cannot Discontinue a VFO that is Unsigned. To Discontinue a VFO: 1. Tap to select the VFO you wish to Discontinue. 2. Tap the DC button located in the top-right corner of the VFO information screen. 3. For DC Date enter the day for which the VFO is to be Discontinued. **Note- you cannot edit VFO s in Mobile, you must DC the VFO and add a new one to make changes to the VFO. You may Edit individual appointments. 81
Adding PRN Appointments In Mobile users have the ability to add an appointment. On the Appointments tab an Add button will display in the Appointment column. Tapping the Add button will display the Add Appointment Screen. The user is required to select the Visit Order in which to add an appointment to. The Visit Order drop down will only display active Visit Frequency Order (Scheduled and PRN) where an appointment can be added that won't cause the Visit Order to be out of compliance. The user has the ability to edit any of the appointment fields. The Assigned Clinician field will default to the logged in user when adding an appointment for their discipline. If the user is adding an appointment for a different discipline then the field will default to Unassigned. Tapping Save will save the appointment. If the appointment date is not in compliance with the Visit Order then a Compliance Error message will display and the appointment will not be added. All added appointments will display in the Appointment list and display on the Scheduling screen. When adding an appt enter details here. VFO Appointment Screen Edit Details To update the details of any scheduled appointment, Tap Appointments in the VFO screen, select the appointment to edit, Tap the Edit button, then you will have access to change appt date, add a note or a visit tag. 82
ATTRIBUTES Patient Attributes are small categorized labels that can be added to a Patient Chart. These are used to identify a patient s care team, location, demographics, etc. Some location attributes are necessary for Hospice and Hospice House configurations. Other attributes are used to reporting and billing. You can also highlight attributes, which helps draw attention to high priority attributes like DNR, living will, etc. Attributes can be viewed via either the Patient Chart or within some Visit Workflows. Highlighted Attributes are also displayed in the Demographics tab on the Patient Details screen. You can also view the history at any time by tapping an Attribute, and tapping the History checkbox at the bottom of the pop-up screen. Please note that Attributes can only be edited, however, from within the Patient Chart. MODIFYING ATTRIBUTES To make changes to a patient s Attributes, enter the chart, and then tap the Attributes section. Attributes cannot be modified within any Visit Workflow. ADD ATTRIBUTES You can add new Attributes only from inside the Patient Chart. To add a patient Attribute tap Add. 83
Select the Category, Attribute, Effective date/time, Notes, and any other list choices that may be configured to display with a specific attribute. At times Yes or No must be selected. When a category is selected, the list of attributes will change based on the category. See the table below for further details on these fields. If the Attribute needs to stand out from the others, you can check Highlight. This will mean that the Attribute will be starred in future Attribute Lists, and it will also be displayed in the patient s Demographics information in their Patient Details screen. Tap Save to add the attribute to the list, or Cancel to return to the Attribute screen without saving. 84
EDIT A PATIENT ATTRIBUTE You can also edit Attributes, but only from inside the Patient Chart. Also, please note you will not be able to edit an Attribute s Category or Attribute Name. DELETE A PATIENT ATTRIBUTE Deleting attributes is possible from the Patient Chart and removes them from the list completely. To delete a patient Attribute: 1. Tap on the Attribute you d like to delete. 2. Then tap on the Trashcan icon. 3. Tap Yes to confirm; the Attribute will be completely removed from the 85
LOCATORS Locators are details about a patient s health which are important to be aware of in order to properly provide care for the patient. Locators include information relating to a patient s mental status, supplies and equipment that may be required, any functional limitations or disabilities the patient might have, nutritional requirements; safety measures, any activities that are permitted or prohibited, as well as the patient s prognosis. They can be modified either in the Patient Chart or in the Locators Component within certain Visit Workflows. Changes to Locators will need to be signed. MODIFYING LOCATORS To make changes to Locators within the Patient Chart, enter the chart, and then tap the Locators section on the left. You can then make changes to the Locators by tapping different category subsections along the left. ADD AND REMOVE LOCATORS In order to add or remove Locators from the Patient Chart: 1. Tap the subsections along the left hand side of the screen to view Locators by category. 2. Tap to check any applicable items. The Locator has now been added. Be sure that changes made to Locators are signed. Note-For recerts completed outside a visit- update the locators, prior to copying forward the orders. 86
Visit Forms In the Visit/Forms tab you may view a Visit Summary, a Care Plan entry or a particular Form for any given date. Select the Print button to print the visit summary Select Care Plan to view the Care Plan portion of the Note and any comments in the Care Plan. 87
POC History, Referral & Meetings View the Certification Period History of changes to the Care Plan Access the POC history to copy forward orders for recerts. Select Referral to see the patients referral orders (for complete Hospital referral go to Scanned docs in OWA) Select Meetings to View or Add IDT Meeting Notes (MVH Only) To add an IDT meeting note: 1. Tap the Meetings tab in the chart. 2. Tap the Pending Meeting. 3. Tap Add my Notes. 4. Tap Save when done. OR 1. Go to the To Do List 2. Tap the IDT on the TDL. 3. Repeat steps 3 and 4. 88