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Centricity ® SimpleChart User Guide GE Healthcare DOC1157807 April 2013

simplechart user guide - CHUG · You may copy/cut/paste functions created by the SimpleChart Function Builder to these or more files as needed. Create functions SimpleChart allows

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Page 1: simplechart user guide - CHUG · You may copy/cut/paste functions created by the SimpleChart Function Builder to these or more files as needed. Create functions SimpleChart allows

Centricity® SimpleChart User Guide

GE Healthcare

DOC1157807April 2013

Page 2: simplechart user guide - CHUG · You may copy/cut/paste functions created by the SimpleChart Function Builder to these or more files as needed. Create functions SimpleChart allows

Copyright © 1996 - 2012 General Electric Company. All Rights Reserved. GE Healthcare, 540 W. Northwest Highway, Barrington, IL 60010, USA

All information is subject to change without notice. This information is the confidential and proprietary information of General Electric Company.

Unauthorized duplication is strictly prohibited. Centricity® and Logician® are registered trademarks of General Electric Company.

Revision history

Date Description

July 2012DOC1157807 Rev 1

Original issue

April 2013

DOC1157807 Rev 2

Changed instructions in “Insert SimpleChart commands into the user-edit file” to manually open and update the user-edit file.

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Introduction

SimpleChart is a package that allows users to create multi-faceted user-defined functions which can be executed within a patient update. These functions can perform multiple actions — adding problems, orders, medications, allergies, observations and narrative text. These functions can present pre-selected custom lists for quick review and selection of specific values by the user.

User-defined functions created with this tool can be executed through Quick Text. Simple Quick Text definitions, created by the user, can he applied in the chart or any data entry field of a form used in a patient update.

User Function File Management

SimpleChart comes with three files of sample multi-functions. You may build upon these or start over with new functions or your own design. If you choose to use these samples, review them carefully for applicability to your practice.

Programming for SimpleChart automatically loads user files at startup;

User-Edit-Multifunctions.txt — This is the basic sample file and is recommended only as examples

User-Edit-MFx-CSCBuilder.txt — This file should be kept - either with the examples included or with them removed. This file will call the next file if it exists - User-Edit-MFx-CSCBuilder2.txt.

User-Edit-MFx-CSCBuilder2.txt — This file should be kept and used to store new functions. Note that it includes a call to load the next extension file named User-Edit-MFx-CSCBuilder3.txt. This file is not included. Create it as needed.

You may copy/cut/paste functions created by the SimpleChart Function Builder to these or more files as needed.

Create functions

SimpleChart allows you to build functions that will perform multiple actions simultaneously, such as adding problems, medications, allergies, orders, observations, and narrative text.

Quick text entered manually or through voice commands are utilized in Centricity EMR and Centricity Practice Solution to execute the functions and perform the multiple actions defined in the text file editor.

!!! Do not exceed a file size of 65000 characters in any one file. Files larger than that are not properly loaded by the application.

You can link multiple files together to prevent this. Each User-Edit MFx file should include a 'load' statement at the end that calls upon the next file. If there is no next file add the statement and comment it out (recommended) or do not add it until needed.

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SimpleChart User Guide

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The CPOE A&P form is one of the most common places to use these functions, but functions created can be used anywhere in the note.

Any of the following capabilities can be added to a function:

Add one or more problems to the Problem list

Add one or more medications to the Medications list

Add one or more orders to the Orders list

Add one or more allergies to the Allergy list

Add one or more obs term values to the flowsheet

Add one or more due dates to the flowsheet

Open a custom Problem list

Open a custom Medication list

Open a custom Order list

Open a custom Handout list

Return specific text as text translation

Create a function or edit existing functions

To create or edit a function using the SimpleChart encounter form, do the following:

1 Open a test patient’s chart and start a new document using the SimpleChart encounter form.

2 Select a value from the Select Prior or Enter new Fx drop-down list and click Insert Prior Values for Editing. Use the Range search to select a range of values. This is useful when your SimpleChart commands are maintained in additional files due to file size limitations.

3 To create a new function enter the function name in the dropdown field and begin editing the appropriate fields. If necessary, click Clear All Values to remove any prior values from the fields.

4 Fields with red labels are required if associated items are to be included in the function.

5 The Edit Existing... dropdown lists allow you to select an existing item within the function to edit. The other edit fields and dropdown lists

Adding custom lists can be the easiest of the different functions to develop and is suggested as the first type of function for a new user to create.

This inserts all pre-existing values into the fields on all pages of the editor. There is no need to click this button on each tab.

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Create functions

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automatically change accordingly. Any new additions added via the editor are also found in this dropdown list. New entries do not need to be added to this field since they are automatically added when changes are committed.

6 Click Commit Changes to save any edits or new entries. The updates are reflected in the data display at the bottom of each page of the editor.

7 To remove items on each tab, select the item from the dropdown lists on each tab and click Remove.

Add Prob tab

Enter information in the fields as appropriate:

Diagnosis Type — Select the appropriate choice from the dropdown list. If left empty this will default to Dx of.

Diagnosis Description — This is a required field if a problem is to be added to the problem list. This field determines the problem which will be seen in the Edit Existing Problems and Remove Problems dropdown lists.

Diagnosis Code — This is a required field if a problem is to be added to the problem list. The code must include either the ICD- or CPT- prefix.

# of days — This is an optional field. If populated, the problem remains on the patient’s active problem list for the specified number of days.

Assessment — This is an optional field. If desired, select the appropriate assessment from the dropdown list. The assessment chosen is added to

Optional: Enter a brief description of the function in the Function Description edit field. This is helpful when formatted text is printed in the chart.

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the appropriate Assessment/Comment radio buttons in the update problems dialog box.

Comments — This is an optional field. If populated, the data is added to the Assessment/Comment edit field in the update problems dialog box.

Add Med Admin Request tab

Insert Prior Values for Editing — Loads prior medication administration request details. Once a function has been added or selected on the Add Prob tab, click “Insert Prior Values for Editing” to load previous details.

Insert Text into Note — Inserts the entered details into a chart note with the format:

// MySample

fnCSC_Fx_exec(

"MySample",

"PL|Dx of^Angina pectoris^ICD-413.9^^^|REQ|Joint Injections^jquinn^Phenergan 50 mg^18^18^18^18^Phenergan 50 mg^P50 Instructions^07/17/2013^08/17/2013^P50 Comments^CONGESTIVE HEART FAILURE|REQ|Joint Injections^jquinn^Phenergan 25

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mg^16^16^16^16^Phenergan 25 mg^P25 Instructions^07/17/2013^08/17/2013^P25 Comments^CONGESTIVE HEART FAILURE")

Remove Text from Note — This button removes the content from chart note.

Open Text File to Edit — Opens the user edit file “User-Edit-Multifunctions.txt”.

Clear All Values — Remove all entered content.

Insert Formatted Text — Generates the formatted text in the “Current/Updated Values” pane.

Instructions — Opens a popup with a general overview of SimpleChart functionality.

? — Opens information about each of the controls on the form.

Meds Customlist — Lists the medication customlists.

Select Medication — Lists the medications for the selected medication customlist.

Primary Diagnosis — Lists the patient’s problems.

Requested By — Lists of users with the role “Physician”. Click <Me to set the logged-in user.

Start Date — Sets today’s date by default or select the appropriate date.

Stop Date — Sets today’s date by default or select the appropriate date. Click 1 mo., 2 mo., 3 mo., or 1 Yr. to set the stop date to a set interval.

Instructions & Comments — Enter instructions and comments.

Clear Fields — Clear all entered data.

Commit Changes — Saves all changes made to the form. A warning is displayed if all details are not entered. Duplicate medication entries are not saved.

Remove — Removes the selected medication. Removed medications are also removed from the “Edit Existing Medications” drop-down. A warning is displayed if a medication is not selected.

Edit Existing Medications — Lists the committed medications. View the details for the selected medication. This drop-down is only visible if there are committed medications.

Insert Prior — Cancels the current committed medications and loads prior medications.

Each request is preceded with “REQ”.

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Check Med Admin Request details

1 In a chart update, insert the form SimpleChart Fx Builder.

2 Select the Add Med Admin Request tab and select Launch Med Admin Form. The MedAdmin form opens with the request details entered through quick text.

Add Meds tab

Enter information in the fields as appropriate:

Medication Name — This is a required field if a medication is to be added to the medication list. This field determines the medication that will be seen in the Edit Existing Medications and Remove Medications dropdown lists.

DDID Code — This is a required field if a medication is to be added to the medication list. See “Looking up DDID Codes” on page 7.

Sig — This is an optional field. If desired, enter medication instructions.

Quantity — This is an optional field. If desired, enter the medication quantity.

Refills — This is an optional field. If desired, enter the number of medication refills.

# of days — This is an optional field. If desired, enter the number of days the medication is to remain on the patient’s active medication list.

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Looking up DDID Codes

A medication’s DDID number can be found by running a report in the application.

1 Open Reports and click on the Reports tab.

2 Under MedicaLogic, select the Medication DDID report .

3 In Value enter the medication name in all CAPS.

4 Click Preview and take note of the DDID number.

In order to run this report you must first import the PLRep.ckt.

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Add Orders tab

Enter information in the fields as appropriate:

Type — This is a required field if an order is to be pushed to the Orders Module. Select Test or Service from the drop-down list.

Category — This is a required field if an order is to be pushed to the Orders Module. The category name entered in this field must match a category in the application setup.

Description — This is a required field if an order is to be pushed to the Orders Module. The description name entered in this field must match a description in the category selected above. This field also determines the Order that will be seen in the Edit Existing Orders and Remove Orders drop-down lists.

Modifier — This is an optional field. If desired, enter the order modifier.

Referral Orders may not be used in SimpleChart.

To make sure the Category and Description are exact matches with the application setup, copy them from setup and paste into the SimpleChart builder.

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Create functions

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Dx Code(s) — This is an optional field. If this field is populated, an associated diagnosis description must also be populated in the Dx Description(s) field. The data entered must include either the ICD- or CPT- prefix. If more than one code is used, each code must be separated by a tilde (~).

Description(s) — This is an optional field. If this field is populated, an associated diagnosis code must also be populated in the Dx Code(s) field. the data entered in this field represents the associated diagnosis description for the order. If more than one description is used, these must be separated by a tilde (~).

Comments — This is an optional field. If desired, enter associated order comments.

Units — This is an optional field. If desired, enter associated order units.

Priority — This is an optional field. If desired, select the associated priority from the dropdown list.

Future Order (# of days) — This is an optional field. If desired, enter a number in this field, which represents the number of days in the future the item is to be ordered.

Add Allergies tab

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Enter information in the fields as appropriate:

Allergy Name — This is a required field if a allergy is to be added to the allergy list. This field determines the allergy that will be seen in the Edit Existing Allergies and Remove Allergies dropdown lists.

Allergy Description — This is an optional field. If desired, enter the description (reaction) of the allergy.

DDID Code — This is an optional field, however, it is strongly recommended that this be included whenever possible to allow for drug-drug interaction checking. See “Looking up DDID Codes” on page 7.

Add Obs tab

Enter information in the fields as appropriate:

Obs Term — This is a required field if an observation value is to be added to the flowsheet. This field determines the obs term that will be seen in the Edit Existing Obs Terms and Remove Obs Terms dropdown lists.

Obs Value — This represents the value that is pushed to the designated obs term. Either this field or the Due Date fields must be populated.

Due Date — This represents the due date that is pushed to the flowsheet for the designated obs term. If this option is chosen, the values must be populated in both fields. The first field represents the number and the second field represents the days, months, or years.

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Examples:

For “Next colonoscopy due” — If the obs term selected is “Colonnxtdue” and the due date is “5 years” then this due date is added to the flowsheet for “Colonnextdue”. The due date is five years from the time the function is called with the quick text.

For “Next pap smear due” — If the obs term selected is “PAP Due” and the due date is “6 months” then this due date is added to the flowsheet for “PAP Due”. The due date is six months from the time the function is called with the quick text.

Custom Lists/Text tab

This tab allows you to set a default diagnosis type and designate default custom lists to use with the function. You can also create a text template for the selected function.

The due date is in the format mm/yyyy.

Since you can only designate/create one item per field on this tab, it is not necessary to click Commit Changes.

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Enter information in the fields as appropriate:

Diagnosis Type — This is an optional field. If left blank, this defaults to Dx of.

Custom List Fields — Enter exact names of custom lists that are to open with this function. These must match custom list names in the application setup.

Text to be Returned — Enter text in this field that you want to include in the function; e.g. procedure note.

Insert SimpleChart commands into the user-edit file

1 Once you have finished building the function, click Insert Text Into Note and close the form.

2 Highlight the text translation and press Ctrl+C (or right-click and select Copy) to copy the text.

Use \r\n to insert carriage returns.

You can also use data symbols in the text translation for further customization. For example:

{patient.dateofbirth}

{user.lastname}

{document.clincaldate}

{patient.labelname}

{user.firstname}

When pasting code into the text file for edited functions, be sure to highlight only the section of code you intend to replace.

If adding a new function, paste the code into a new section in the file.

Placing the functions in alphabetical order by function name will make it easier to locate them later for editing.

There are three user-edit files used to store the functions, which are located by default in the client directory under \PKG_CSC\CSC:

User-Edit-Multifunctions.txt

User-Edit-MFx-CSCBuilder.txt

User-Edit-MFx-CSCBuilder2.txt

Back up your user-edit files before making any changes.

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Create Quick Text

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3 Open the user-edit file you want to save the function in.

4 Paste the new function into the text file (press Ctrl+V or right-click and select Paste). If you are editing an existing function, locate the appropriate file and overwrite the function.

5 Save and close the text file.

6 Restart the application.

Create Quick Text

To create a quick text function:

1 Go to Setup > Settings > Chart > Quick Text .

2 In Replace, enter a name for the quick text. This will be the text the user types to trigger the quick text function.

3 In With, enter the name of the function you created, using the format:

{fnCSC_Fx_extr(“<function name>”)}

Where <function name> is the name of the function you created, such as: {fnCSC_Fx_extr("MySample")}

4 Click Add to save the quick text.

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Execute Quick Text

1 Start a chart update.

2 Type the quick text name and press enter. The details will appear in the chart note.

Converting from Multifactorial to SimpleChart

Users who are licensed for CCC and have already created multi-factorial (MFx) functions may wish to move to the new SimpleChart function. SimpleChart does not read or automatically convert CCC multi-factorial functions to SimpleChart functions; however, the conversion is relatively easy. You may also use CCC Multi-factorials and SimpleChart independently as SimpleChart is designed to not interact with CCC-MFx.

Copy and edit the multifactorial user function files

1 Locate the multifactorial function files. They are typically found in CLINICFOLDERNAME (or whatever name was used in CCC setup).

2 Copy these files to the SimpleChart folder under your client application folder (e.g. Centricity EMR 9.5).

3 Rename these files to remove the CCCQE- prefix. The remainder of the file names is your choice.

4 Open each file and perform the following edits:

a Replace all instances of “ccc_Fx_exec” with “fnCSC_Fx_exec”.

b Replace the last line from this:

Load (DIR_EMR () + "\\CLINICFOLDERNAME\\User-Edit-MFx-Clinicfoldername-2.txt")

to this:

!!! Do not exceed a file size of 65000 characters in any one file. Files larger than that are not properly loaded by the application.

You can link multiple files together to prevent this. Each User-Edit MFx file should include a 'load' statement at the end that calls upon the next file. If there is no next file add the statement and comment it out (recommended) or do not add it until needed.

!!! DO NOT edit the CCCQE files.

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Contacting Centricity Services

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Load (gIP_CSC_Content + "\\CSC\\User-Edit-MFx-CSCBuilder2.txt")

c Save the edited files.

Revise the quick text

1 Use the Admin function System Export and export the quick text to be converted.

2 The folder just created will contain one or two files with the extension .TXM.

3 Open each file and perform the following edits:

a Replace all instances of "ccc_fx_extr" with "fnCSC_FX_extr".

b Save the edited files.

4 Use the Admin function System Import to import the updated Quick Text into the system. From the System Import screen, locate and import the .ckt file in the folder created when you exported the Quick Text.

Contacting Centricity Services

If you require further help or have any questions regarding this package, contact Centricity Services at 888.436.8491.

Ensure that all of your function files link from one to the next.

gIP_CSC_Content is the path of package for PKG_CSC.gIP_CSC_Content = DIR_EMR() +\\PKG_CSC\\

If more than one .TXM file exists, you must revise them both as one is a global file and one holds user-specific quick text.