Chart Completion for Physicians, PA’s and NP’s

© 2007

1. Viewing your incomplete chart status

2. Completing your charts from the message center

3. Completing your charts from the portal

4. How to communicate with HIMS

CHARTS will no longer be in your mail bin for completion once you are live on Dyn Doc.

Chart Completion for Physicians,

PA’s and NP’s

Contents

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Viewing Your IncompleteChart Status

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Viewing Your Incomplete Chart Status from the Message Center

Sign into PowerChart Message Center PowerChart Message Center to see all items that need to be completed:

Orders to review and approve Documents to Sign or Review Documents to Create Paper Based Documents to print and sign Saved Documents to be completed and

signed

Note: Message Center contains the most up-to-date list of items needing completion.

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Viewing Your Incomplete Chart Status from the Portal

The Physician Portal Physician Portal displays a ‘dashboard summary’ of items to be completed

Green items for patients still in-house

Yellow outstanding but not yet delinquent

Red delinquent items

Note: this view is updated three times daily. More recent activity (items added or completed) can be viewed in the Message Center.

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Completing Your Charts from the Message Center

Signing orders/documents Creating documents

Modify before signing Completing paper documents

Forwarding documents Completing saved documents

Refusing documents Modifying signed documents

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Signing Orders from the Message Center

OrdersOrders section lists orders that need to be reviewed or approved

• Open each order to approve or refuse it

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Signing Documents in Message Center

SignSign section provides a list of electronic documents to be signed

• Highlight the Sign section to display the list of documents

• Double click each patient to open the document

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Signing Documents in Message Center (cont’d)

Once opened, the document is available to review and sign.

If no changes are needed:

•Verify the Sign button is selected

•Click OK & Next to sign this document and open the next document on the list.

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How a Signed a Document Appears

The electronic signature is added to the document

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Viewing the Action Status WindowThe Action Status Window can be accessed at bottom of every document. It displays the following Actions:

Perform = User who created document

Sign = User who requested a signature on the document

VERIFY = Signature request completed and document has been authenticated.

Modify = Changes made to body of document

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Document Status

Document status in the document tree can be viewed using the color legend

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Modifying a Document before Signing

If you think a document needs to be modified before you sign it, you can open and review the patient’s chart directly from the Message Center

To do this,

•highlight the patient’s name in the toolbar.

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Modifying a Document before Signing

Then go to the Physician Physician Workflow Workflow screen to research items of interest

To get back to document, press the Message Center button.

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Modifying a Document before SigningIf changes to the document are needed, right-click in the document window and select Modify or click the Modify icon on the toolbar.

Make the changes to the document. Verify the Sign button is selected.

Click OK & Next to sign this document and open the next document on the list.

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Forwarding a Document before Signing

Prior to signing, a document can be forwarded to another provider for review.

To do this:

•Select Forward Only

•In the dropdown box, choose Review

•In the To: field, search for or enter the recipient’s name

Note: If the document was sent to you to sign in error, REFUSE the document using the instructions that follow

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Forwarded document in Action Status WindowTo see who received the forwarded document, review the Action Status. The Action of Sign and Action Status of Requested indicates there is a pending signature request for the document. The recipient of this request displays in the Performed By field.

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Forwarded Document Signed

The forwarded request to sign has been completed by the attending physician.

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Refusing a Document

If you do not want to sign a document, you can refuse it:

• Select the Refuse button

• Select a Refuse Reason from the list provided

• Add a Comment (optional)

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Refusing and Forwarding a DocumentIf you do not want to sign a document AND you know who should sign it, you can Refuse and Forward it to the correct provider

To do this:

• Select the Refuse button

• Select a Refuse Reason from the list provided

•Select Additional Forward Action

•In the dropdown box that follows, choose Sign

•In the To: field, search for or enter the recipient’s name

• Add a Comment (optional) signx

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Documents to CreateThe Documents to Create area lists reports or content the provider needs to create or add to the chart. These are also known as “Anticipated Documents”

Documents can be created within the provider Workflow or directly from the Message Center

Ex.

To create a Dyn Doc Note, double click on patient name

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Documents to Create (cont’d).

Document your dyn doc note and select Sign

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Go to Workflow to review other documentation from chart

Documents to Create (cont’d)

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Completing Created Documents from the Work List• Once your document has

been created, click the Complete radio button to remove the item from your Message Center work list.

Note: Do not remove the item from your worklist until the document has actually been created. Otherwise, you will no longer be notified although the chart is still incomplete.

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Completing Paper Based DocumentsPaper Based Documents are paper documents that reside in accessANYware.

This work item requires a handwritten signature.

The document can be printed from accessANYware and signed.

Fax signed documents to HIMS Chart Management at 733-1410

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Completing a Saved Document• Saved Documents are provider

created reports that are incomplete and have not been signed

• If further documentation is required, modify the document. Then choose Submit

• To complete a Saved Document, press OK & Next

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Modify a Signed Document

Once a document has been signed and removed from the Inbox, changes may still be made by opening the patient’s chart and selecting the Documents tab.

• Highlight the document on the left side of the screen.

• Click the Modify icon on the toolbar or right-click in the window and select Modify.

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Modify a Signed DocumentA copy of the document displays and an addendum can be added to the bottom of the document.

Once the addendum has been added, select Sign.

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Modify a Signed Document

A message then displays at the top of the document indicating that an addendum has been added.

The Status shows the document is Modified.

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For more information about Message Center (Inbox) functionality, visit the

PowerChart Provider Training Module (Lesson 2)

on the Physician Portal

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Completing Your Charts from the Portal

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Portal Display: List of Documents to be CompletedCharts will display based on outstanding age – oldest charts will appear first

You can sort the list by any column by clicking the up/down symbol next to the heading.

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Completing Your Charts from the Portal

The patient name is also a link. If you already have PowerChart open, you can click on the patient’s name and be automatically taken to that patient’s chart in PowerChart.

In order for this to work, you must have Powerchart already opened. If Powerchart is not open, nothing will happen when you click on the patient’s name.

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How to Communicate with HIMS

- from the Message Center

- from the Physician Portal

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Sending a Message to HIMS from the Message Center

To send a message to HIMS:

Highlight the Messages area in your Inbox

Then choose ‘Communicate’

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Sending a Message to HIMS from the Message Center (cont’d)

A New Message form will open. In that form, do the following:

1.If your message pertains to a particular patient’s chart, choose a patient from the PowerChart Search window to include in the message.

2.Enter HIMS, Analyst as the message recipient

3.Type your message

4.Click Send when ready

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Type your message here.3

4

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To send a chart completion message to HIMS from the Portal, click the Email link found at the beginning of the line item

Sending a Message to HIMS from the Portal

NOTE : email messages to HIMS will not be available for Verbal Orders

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Sending a Message to HIMS from the Portal

A message form displays with your name

Click the drop-down arrow to select the reason for the message

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Have questions about completing your charts?

Call HIMS Chart Management for assistance:

733-1128 (0700 to 2300)733-1070 (0900 to 1700)733-4944 (0800 to 1700)