Christine Smith Stetler, RN, CPCMD Solutions, Inc

Concepts CoveredPreparation- what should you do NOWEngaging providers earlyNote based Physician Advisory GroupTips regarding analysis of your current configurationTranslating your current build into v11v11 Note building features you should take advantage of

Take a deep breath

Before You Board the Plane, Train, Bus or Car to Illinois, North Carolina, etcLay your own mental groundworkKnow your sites workflowsVisit, visit, visit- you will be surprisedKnow the frequently used Note DefinitionsReview notes- by specialty, by super users and semi users, etcKnow the frequently used Text TemplatesKnow the frequently used MtemplatesKnow any specialized usage of Note (to create requisitions, to fax specialized documentation, etc)Review all of your open cases in SupportForce- focus on those related to Note and listed as future versionWrite your questions down- have them for class

RIGHT NOWIf you use or purchased FormsGo look at them NOW!!!!!Wrangling, centering, aligningthese are all concepts you will use in Form development

Once youve Deplaned, Detrained, Debusd, DecardGET INTO YOUR TEST SYSTEM AND REBUILD WHAT YOU DID IN TRAININGWhy?Well, I didn't put an expiration date on the sentiment, but I figure it's got the shelf life of a dairy product. It's going to start to curdle in about a weekSarah Jessica Parker asCarrie Bradshaw, Sex and the City

NEVER TOO EARLYHost lunch and learnsHost a coffee barStart getting v11 Note in front of the providers and staff as quickly as possibleStart with wow factors firstForms reading left to rightMultiple outputs availableChart tabs at their fingertips while in NAW

PAG/PUG Note Decision MakersIf you have a PAG/PUG start hereThe Note PAG/PUG should hold the respect of their peers and a strong interest in NoteYour site visits mentioned previously should include keeping your eye on potential candidates Group Decisions: ROS, PE (Brief Forms), Auto Config, workflowSpecialty Based Decisions: HPI, PE (Comprehensive Forms), Procedure Forms, Plans

PAG/PUG Note Decision MakersDevelop a Project PlanBe specific in what is needed from the PUG/PAGReviewMark upFeedbackDevelop a Communication Plan/StrategyShared communication site (ex. SharePoint)E-mail reviewSCRUMMeetings

Reviewing Current ConfigurationSSMT, SSMT, SSMTDocument TypesSort by Active/Review with PAG/PUGTemplatesSort by Specialty/Review with PAG/PUGKnow what is actually being usedCustom report writingAnalysis of chart notes

Reviewing Current ConfigurationLow Hanging FruitReview screenshots and rendering of current common office visitClose review of ROS and PE for quick wins in Form review/developmentProcedures- screenshots rendering of templates or de-indentified samples of transcriptionWhats Loved, Whats Hated and Whats Loved to Hate.Look for frank commentary from PUG/PAG

Translation to v11Document Types- will move smoothlyText Templates- will move- CAUTION advisedBehavior of Text Templates in v11 not exactly like v10Give strong consideration to change over to FormsMtemplates- Medcin yes/Template noMtemplates are now formsForms give the ability to create labels, use Medcin and use free textMedcin rendering can also be edited to something more clinician friendly

Translation to v11Text TemplatesStill called Text TemplatesDo not have the same feel in v11The Text Template fall back option may not be neededMtemplatesEssentially now Note FormsDeep Dive GONE, left to right horizontal set upNo longer married to Medcins exact verbiageNote DefinitionsNow Note TemplatesNew TOC OptionsMisc Sections now need to be translated- start mappingUp side- you can add your own note sections- USE CAUTION

Translation to v11Do Not Work in a VacuumWork with PAG/work on expediting approvalsAsk PAG members to offer to take call for quick questionsWork on the Quick Wins/Heavy Hitters FIRSTROSPEProceduresDo not get hung up on low use/high development time forms

Tips & TricksDEBUG- your new BFFCheck your rendering AS YOU BUILDQuickly find rendering errors (typos, flow issues, ordering issues, etc)SNIPPING TOOL- your second new BFFBetter screen captureCapture only what you need to maximize visibilityAllows more room for mark up when presented to PAG/PUGCMT- your third new BFFMove newly developed forms easily between environmentLOTS of Content- double edged sword as it can get excessive to go through it all