Visit Type CT Practice Visit Go Live Support New Provider Support PEP Visit/ Signal Report Review Epic Optimization/Enhancement Practice Request Provider Workshop No Show/Cancellation Practice Other, please enter department name and address below. AMB CARE MERRICK AMB CARE WOODBURY AORTIC AT CENTEREACH ARRHYTHMIA CTR ROS BARIATRIC FLUSHING BARIATRIC PLAINVIEW BREAST HLTH CA INS GSH BREAST HLTH CA INS MH BREAST SURG CA INS MH BREAST SURG CA INS SJH BREAST SURG COMM BREAST SURG EH BREAST SURG SMITHTOWN BREAST SURGERY RVC CARD 101 ROS CARD 101B ROS CARD 102 RVC CARD 108 RVC CARD 373 SUNRISE WB CARD 393 SUNRISE WB CARD BAYS CARD COMM CARD CTRC CARD EAST MEADOW CARD EP WB CARD GRNV CARD IM EH CARD IM GREAT NECK CARD IM HICKSVILLE CARD IM LEVITTOWN CARD LK SUCCESS CARD LYNBROOK CARD MASS CARD MERRICK CARD NEURO PATCH CARD ONC CA INS GSH CARD ONC CA INS MH CARD ONC EH CARD PATCH CARD PATCH HUB CARD SMITHTOWN CARD SMITHTOWN MOB CARD THERAPEUTICS COMM CARD THERAPEUTICS GRNV CARD THERAPEUTICS ROS CARD THERAPEUTICS WI CARD WB CARD WESTBURY CARD WI CARDIAC CT MH CARDIAC TEST EH CHPP Convenient Care -OCR CHPP FAM MED Aquebogue COLO GEN SURGERY COMM COLO GEN SURGERY PJ COLORECTAL GC COLORECTAL MERRICK COLORECTAL RH COMM BSD PALL CARE CT SURGERY EH CT SURGERY ROS CT SURGERY WI DIABETES CTR GSH DIAGNOSTIC COMM DIAGNOSTIC CTRC DIAGNOSTIC EH DIAGNOSTIC LK SUCCESS DIAGNOSTIC RH ENDOCRINOLOGY COMM ENDOCRINOLOGY LK SUCC ENDOCRINOLOGY MASS ENDOCRINOLOGY RVC ENDOCRINOLOGY SETAUKET ENDOCRINOLOGY WB Endocrinology Westbury ENDOSCOPY CTRC ENDOSCOPY LK SUCCESS ENDOVASC INTERV ROS FAMILY MED BAYS FAMILY MED E ISLIP FAMILY MED MERRICK FAMILY MED RH FAMILY MED RONK FAMILY MED SETAUKET FAMILY MED W SAYVILLE FAMILY MED WANTAGH If other, please describe Date MM DD YYYY CT Name Michael Alicea Christopher Wokocha Caroline Martineli-Brown Provider(s) Session Duration less than 30 minutes 30 to 60 minutes 2 hours half day full day multiple days scheduled for the future multiple days scheduled from past visits Other N/A If other, please describe Location Virtual Call with provider, in between office visits with provider, during patient visits in a classroom setting (in person or virtual) Other N/A If other, please describe Interested in additional training Yes No Shortcuts Trained Keyboard Shortcuts Voice Command Shortcuts Other If other, please describe Techniques conducted one-on-one coaching or shadowing gave out information via a seminar shared training documentation reviewed efficiency data with the trainee AKA signal reports conducted open ended discussions showed end user where to find additional training's via E-learning or video demonstrated "how to..." in a test patient (XXDOE or TEST) demonstrated "how to..." in a test environment (SUP) personalization's or documentation done WITH the end user personalization's or documentation done FOR the end user Other N/A If other, please describe Main Goal Addressing BPA's, Health Maintenance & Reconciling Outside Info Navigating the office visit Navigating and documenting via Smart Sets Clean In-basket Dragon Training Dragon - Power Mic Mobile Dragon Step-by-step Commands I-stop Auto-Sign on PEP Visit & Signal Report Review Optimization - Edit Orders Preference List Optimization - Create/edit Smartphrases Optimization - Create/edit Smart-List Other N/A If other, please describe Subsequent Goals Addressing BPA's, Health Maintenance & Reconciling Outside Info Navigating the office visit Navigating and documenting via Smart Sets Clean In-basket Dragon Training Dragon - Power Mic Mobile Dragon Step-By-Step Commands I-stop Auto-Sign On PEP Visit & Signal Report Review Optimization - Edit Orders Preference List Optimization - Create/edit Smartphrases Optimization - Create/edit Smart-List Other N/A If other, please describe Additional End users worked with and items completed Signal Report I A. In Basket - Personalization's attached end users' in basket to other user(s) end user granted access to their in basket for other users rearranged in basket folders rearranged buttons created and used "my list" to route messages end user created quick actions to send route messages built patient advised quick actions built patient call quick actions built Result Management quick actions built Rx response quick actions end user personalized message type columns and column sorting Other If other, please describe I B. In Basket - Workflows Discussed showed end user how to edit and check in to in basket pools reviewed what is and how to use secure chat reviewed how to message patient's reviewed how to use reports to get information without leaving in basket showed end user how to use out of contact occasions to set temporary outages showed end user how to postpone messages showed end user how to send reminders to yourself helped support staff attach to the end user's in basket showed end user where to find completed work showed end user where to find completed work and how to send a message back to their active messages showed end user how to use card review to address messages from the schedule showed end user how to view in basket on their mobile devices showed end user how to share patient message workload with their support staff showed end user how to find in basket messages about the current patient showed end user how to document encounters with quick note Other If other, please describe II A. Schedule and Patient List - Personalization's Multi-provider Schedule - end user personalized the schedule columns Multi-provider Schedule - end user rearranged sections of their reports tab, within the report pane Patient List - end user personalized information in patient's list Other If other, please describe II B. Schedule and Patient List - Workflows Discussed Epic Toolbar - showed how to review both the multi-provider schedule and patient list Epic Toolbar - showed how to review the multi-provider schedule Epic Toolbar - showed how to review the patient list Epic Toolbar - showed how to use the DAR Epic Toolbar - showed the end user how to use slicer dicer Multi-provider schedule - reviewed break the glass Multi-provider schedule - reviewed how to change a provider on the schedule Multi-provider schedule - reviewed how to change a provider on the schedule; to close an encounter Other If other, please describe III A. Clinical Review - Personalization's Chart Review - end user created new Quick Filters Chart Review - end user personalized their results review Haiku - set up mobile devices Other If other, please describe III B. Clinical Review - Workflows Discussed Chart Review - reviewed how to route reports Chart Review - reviewed how to use pre-charting to start your visits Chart Review - reviewed how to use quick filters Chart Review - showed end user how to highlight important content with the book marks Chart Review - showed end user how to review the chart with mobile devices (Haiku or Canto) Epic Toolbar - showed how to trend data in chart search Haiku - showed end user how to use haiku to capture clinical images Haiku - showed end user how to write notes with mobile devices Haiku - showed how to review both the multi-provider schedule and patient list on mobile Haiku - showed how to review the multi-provider schedule on mobile Haiku - showed how to review the patient list on mobile Other If other, please describe IV A. Orders - Personalization's Smart Set - end user personalized defaults in smart sets or order sets Visit Taskbar - end user updated preference list entries Visit Taskbar - had end user organize their preference list Visit Taskbar - had end user create favorite orders for their preference list Visit Taskbar - end user saved favorite orders from the data base Visit Taskbar - had end user create subcategories for favored orders Visit Taskbar - end user grouped related orders with order panels Visit Taskbar - had end user follow a colleague's preference list Visit Taskbar - end user rearranged and manage columns in meds and orders Other If other, please describe IV B. Orders - Workflows Discussed Visit Taskbar- reviewed how to associate orders to a visit diagnosis Visit Taskbar - reviewed how to pend medications Visit Taskbar - reviewed how to edit multiple orders at once Visit Taskbar - reviewed how to right click to save order details Visit Taskbar - reviewed how to put medications on hold Visit Taskbar - reviewed how to enter the patient's preferred pharmacy Visit Taskbar - reviewed how to document multiple pharmacies on file for the patient Visit Taskbar - reviewed how to route prescriptions to multiple pharmacies Visit Taskbar - reviewed how to place order on multiple and/or mobile devices Other If other, please describe V A. Notes and Letters - Personalization's Dragon - set up Desktop Dragon version Dragon - set up Epic Dragon version Dragon - set up mobile devices - Power-Mic mobile Dragon - end user added abbreviations to their Dragon vocabulary Dragon - end user trained their Dragon by adding words to their vocabulary for better dictation results Dragon - worked with end user to create dragon step-by-step commands Note Writer - end user added abbreviations to their dictionary Note Writer - end user personalized the note writer activity (added speed buttons) Smart Tools - end user created Speed Buttons for Note Writer via Smart phrases Smart Tools - end user created Speed Buttons for the HPI via smart phrases Smart Tools - end user created smart phrases Smart Tools - end user edited their existing smart phrases Smart Tools - end user copied smart phrases from another user Smart Tools - end user copied and edited smart phrases from another user Smart Tools - end user created Smart-Lists to be used in their smart phrases Smart Tools - end user edited their existing Smart-Lists Smart Tools - end user copied Smart-Lists from another user to incorporate them into their smart phrases Smart Tools - end user copied and edited Smart-Lists from another user to incorporate them into their smart phrases Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .AMBLASTIMG@(AST:5,ALT:5,GLU:5)@ (displays the last results for imaging procedures) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .BRIEFLABS@(AST:5,ALT:5,GLU:5)@(g previous results in a simplified table based on base name) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .CHSAMBLABRCNT@(AST:5,ALT:5,GLU:5)@(recent labs) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .CHSBHLABBRIEF1YEAR@(AST:5,ALT:5,GLU:5)@ Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .GETLABS@(AST:5,ALT:5,GLU:5)@(get lab results for a range; including today) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .LASTLABG@(AST:5,ALT:5,GLU:5)@(get lab results for a range; including today) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .LASTLABRSLTLINE@(AST:5,ALT:5,GLU:5)@(shows lab results for the last 30 days) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .LASTLABX365DAYS@(AST:5,ALT:5,GLU:5)@(previous results and abbreviated table based on component name) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .FLOW@(AST:2,ALT:2,GLU:2)@ (flowsheet data) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .IMGPROC@(AST:5,ALT:5,GLU:5)@(displays the procedure associated with the current order or all linked orders) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .IMGRESULT@(AST:5,ALT:5,GLU:5)@(displays last results for imaging procedures) Smart Tools - end user edited the Smart-Link parameters for a custom graph or table: for example - .LASTIMGRESULTS@(AST:5,ALT:5,GLU:5)@ (Most recent imaging results) Smart Tools - end user created Note Writer Macros Smart Tools - end user created ROS macros Smart Tools - end user created Physical Exam macros Smart Tools - end user copied Macros from another user Other If other, please describe V B. Notes and Letters - Workflows Discussed Dragon - conducted dragon training with end user Dragon - showed end user how to use voice recognition via Dragon for dictation Dragon - showed end user how to use voice recognition via Dragon for Dragon Step-by-Step Commands Note writer - reviewed how to addend an encounter Note Writer - reviewed how to use the Note Writer Note Writer - reviewed how to open up the sidebar and select the note tab Note Writer - reviewed Note sidebar; how to select the appropriate note template Note Writer - showed the end user how to use the paste board to copy information Note Writer - reviewed what is and how to "breaking the link" so the end user can move items via "make selected text editable" Note Writer - Informed end-user that once a smart link is broken; it is no longer a link that can be refreshed or updated Note Writer - reviewed Note sidebar; how to document via smart forms; i.e. HPI/ROS/Physical Exam; etc. Note Writer - reviewed Note sidebar; how to document via the Free Text section on the HPI Note Writer - reviewed Note sidebar; how to document via smart forms on the HPI Smart Tools - reviewed how to create a speed button for the HPI section macro via a smart phrase Note Writer - showed how to copy note content forward (only sections not entire note) Note Writer - reviewed Note sidebar; how to document the HPI by coping forward the section from a previous note Note Writer - showed how to copy forward of ROS Note Writer - showed how to copy forward of Physical Exam Note Writer - reviewed how to pre-generated macros in the smart forms Note Writer - reviewed what is and how to write Problem Orientated notes Note Writer - reviewed what is and how to write Problem Orientated notes via the Problem List (.PROBDIAG) Note Writer - reviewed with end user how to share note writing responsibilities with team members Note Writer - reviewed how to use handoff activities to communicate with team Note Writer - showed end user how to reduce note bloat Note Writer - show end user how to move notes to sidebar and/or to the main pane or to a floating window Smart Tools - reviewed what are; and how to use Smart Tools Smart Tools - reviewed how to create smart phrases Smart Tools - reviewed how to share smart phrases Smart Tools - reviewed how to create smart lists Smart Tools - reviewed how to create a macro for ROS Smart Tools - reviewed how to create a macro for Physical Exam Other If other, please describe VI A. Navigation - Personalization's Epic Toolbar - end user personalized the track board (DAR) Room & Screen Tab - end user added speed buttons for chief complaint Documentation Tab - end user added common visit DX - list or grid Documentation Tab - end user added speed buttons for charge capture - favorites Documentation Tab - end-user added Patient Instruction favorites to their preference list (staring the articles they wanted to use) Documentation Tab - end user created Patient Instructions Speed Buttons via a smartphrase for the Patient Instruction activity Smart Set - end user personalized defaults in smart sets or order sets Navigation - end user personalized their navigator tabs by making important or changing color Navigation - end user reconfigured their navigator Main tab layout Navigation - end user reconfigured their navigator Sub tab layout Other N/A If other, please describe VI B. Navigation - Workflow's Discussed Epic toolbar - reviewed documenting Orders Only Encounters Epic toolbar - reviewed documenting; Documentation Only Encounters Epic toolbar - reviewed documenting; Telephone Encounters Epic Toolbar - reviewed how to use and discover with chart search Storyboard - showed end user how to find information quickly from the storyboard Storyboard - reviewed how to reconcile outside information from care everywhere icon Storyboard - reviewed how to reconcile outside information from the storyboard Storyboard - showed end user how to address OPA's Storyboard - showed end user how to manage the Health Maintenance/Care Gaps section Storyboard - reviewed how to use personal sticky notes as a reminder for future visits Storyboard - reviewed how to use specialty comments for information you will need any future visit Storyboard - reviewed how to document the patient's preferred resulting agencies for labs and images Storyboard - reviewed how to manage a therapy or treatment plan(s) Chart Review - showed end user how to see the whole patient's story with timeline Room & Screen Tab - reviewed how to document Visit Info and/or Chief Complaint Room & Screen Tab - reviewed how to link an encounter to an Episode Room & Screen Tab - reviewed how to document vital signs Room & Screen Tab - reviewed how to document allergies Room & Screen Tab - reviewed how to reconcile outside medications Room & Screen Tab - reviewed how to document current medications Room & Screen Tab - reviewed how to document and manage patient medication (Indicate Taking or Not Taking) Room & Screen Tab - reviewed how to document verification of Rx benefits Room & Screen Tab - reviewed how to document medical/surgical/social History Room & Screen Tab - reviewed how to document medical history to simultaneously populate on the problem list and vice versa Room & Screen Tab - reviewed how to document medical history coping family history from a sibling Documentation Tab - reviewed Mark As Reviewed section and workflow Documentation Tab - reviewed Problem List section; how to see all issue from all disciplines Documentation Tab - reviewed Problem List section; how to search for a new problem if it is not pre-existing on the problem list Documentation Tab - reviewed Problem List section; how to can change a diagnosis; resolve the diagnosis or remove it from the problem list Documentation Tab - reviewed Problem List section; how to add a diagnosis or issue from the Problem List that you have addressed during this office visit; to the Visit Diagnosis section Documentation Tab - reviewed Problem List section; how to write a problem orientated note (to pull into the note via a smart link) that will live with the problem; within the Problem List and simultaneously create its own note Documentation Tab - reviewed Visit Diagnosis section; how to search for a new diagnosis Documentation Tab - reviewed Visit Diagnosis section; how to indicate which visit diagnosis is the primary diagnosis Documentation Tab - reviewed Visit Diagnosis section; how to rearrange diagnoses order Documentation Tab - reviewed Visit Diagnosis section; how to add Episodes problems to visit diagnosis Documentation Tab - reviewed Visit Diagnosis section; how to add diagnoses for today's office visit that are not listed; and should be listed; within the Problem List Documentation Tab - reviewed Visit Diagnosis section; how to add diagnoses for today's office visit that are not listed; and should not be listed; within the Problem List Documentation Tab - Medication Management and Placing Orders section; how to renew orders of any medications that we have on file for the patient Documentation Tab - reviewed Medication Management and Placing Orders section; how to change sorting options in Management of Orders, Med Management and/or Med Rec Documentation Tab - reviewed Charge Capture section; how to add medication administration charging; I.E. venipuncture and other technical charges Documentation Tab - reviewed Charge Capture section; how to add in any technical charges; such as CPT codes Documentation Tab - reviewed Charge Capture section; how to add in any modifiers; such as modifier 25 Documentation Tab - reviewed Charge Capture section; how to document medication waste charging Documentation Tab - reviewed Follow Up section; how to tell patient's when to return and how this information will also populate on the patient's after visit summary (AVS) Documentation Tab - reviewed Follow Up section; how to have this information automatically get sent to whomever is checking out the patient Documentation Tab - reviewed Letters/Communications section; how to send either a letter to the referring provider or send a general letter to the patient Documentation Tab - reviewed Level of Service section; how to select the appropriate level of service for the encounter Documentation Tab - reviewed Level of Service section; how to document for midlevel provider and charges Documentation Tab - reviewed Patient Instructions section; how to add patient instructions so that it will populate on the patient's after visit summary (AVS) Documentation Tab - reviewed Patient Instructions section; how to add patient instruction articles from free text or smart phrases Documentation Tab - reviewed Patient Instructions section; how to add patient instruction articles from clinical references Documentation Tab - reviewed Patient Instructions section; how to save patient instruction articles from clinical references as favorites Smart Set - reviewed documenting Erroneous Encounters Smart Set - reviewed how to use the express lanes for routine visits Smart Set - reviewed how to document a "Welcome to Medicare and Annual Wellness" visit Navigation - reviewed anticoagulation tracking up workflow Navigation - reviewed how to document a blood draw only Navigation - reviewed how to document a telehealth encounter Navigation - reviewed how to document a device return Navigation - reviewed enter/edit results section for documenting Navigation - reviewed enter/edit results section for documenting on a EKG Navigation - reviewed enter/edit results section for documenting the Mid-Mark workflow for EKG's Navigation - reviewed how to document in the MAR (Medication Administration Registration) Navigation - reviewed how to document the administration of an immunization Navigation - reviewed how to document historical immunizations Navigation - reviewed how to document in Order Review/Open Orders section for documenting and/or Releasing Navigation - reviewed how to document a chart as a duplicate and mark it for merger Other N/A If other, please describe VI C. Navigation - BPA & Smart Set Workflows Advance Care Plan Atrial Fibrillation/Atrial Flutter Antiplatelet Therapy Asthma Annual wellness Health Risk Assessment BMI Breast Cancer Screening CAD ACE - ARB CAD Beta Blocker Cervical Cancer Screening Chlamydia Screening Colorectal Cancer Screening COPD Depression Diabetic Eye Exam Diabetic HbA1c Diabetic Foot Exam Diabetic Nephropathy Fall Screening Hepatitis C Screening Controlling HTN Screening HTN Influenza Lung Cancer Screening Osteoporosis Screening Pain Assessment and Follow Up Post Fracture Communication Pneumococcal screening Sleep apnea screening Statins Suicide Tobacco cessation Total knee or hip replacement: Shared decision making: Trial of conservative (non-surgical) therapy smart phrase Screening for risk of opioid misuse SDOH Other N/A If other, please describe Training Follow-Ups Build Follow-Ups including ticket number Thank you!
