Clinical and Clerical Staff Personalization

Summary

Instructions are below to help customize Cerner PowerChart Ambulatory and Revenue Cycle to help optimize user workflow.

Ambulatory Organizer

Auto Update

1. Open the Ambulatory Organizer.
2. Click the drop-down arrow ▼ next to the item on the right side of the screen.
3. Select Settings.
4. Confirm that “Auto Update Schedule" is checked. If not, check the box.
5. Click Apply.

Diagram Description: A screenshot shows the Ambulatory Organizer interface with fields for Date, Patients, and Settings. A dialog box labeled 'Schedule Display' is visible, showing options for 'Auto Update Schedule' and 'Display Facility'.

Setting the Preview Pane

1. Click on Message Center.
2. Click on Inbox on the top toolbar.
3. Select Show Preview Pane.

Diagram Description: A screenshot shows the Message Center interface with an 'Inbox' menu open, listing options like 'Empty Trash', 'Show Completed', and 'Show Preview Pane'.

Setting Letterhead Logo

1. Click on Message Center.
2. Click on Inbox. Manage Preferences.
3. Click on Behavior Pref Tab and click on Reminder/Letter.
4. Click the Header/Footer button.
5. Choose the first Template (e.g., Provider Letter Template).
6. Click on the gray name text and move the cursor above all text using the left arrow key on the keyboard and the enter key to add space.
7. Click Import Graphic.
8. Navigate to the M: Drive.
9. Open the folder: DocuVault.
10. Find and click on the folder: Ambulatory Services.
11. Find and click on the folder: !!!AmbulatoryLogos
12. Select the Appropriate Logo and click Open.
13. Click Apply.
14. Repeat for each template: Patient Result Letter, Patient AdHoc Letter, Provider Letter.
15. Click OK when done.

Diagram Description: Screenshots show the 'Message Center' configuration options, including 'Behavior Prefs' with 'Reminder/Letter' selected. A 'Header/Footer' dialog is shown, with a template selection and an area to add text. Another screenshot shows the 'Import Graphic' dialog and folder navigation.

Setting Signature

1. Click on Message Center.
2. Click Inbox in the top toolbar.
3. Click Manage Preferences.
4. Click on the Behavior Prefs Tab and click on Reminder/Letter.
5. Click on Header/Footer.
6. Select the Template (e.g., Patient Result Letter Template, Patient Adhoc Letter Template).
7. Highlight the signature area between Sincerely and CC Providers.
8. Type in your practice name and main practice phone number within this area.
9. Click OK.
10. Repeat for all Patient letter templates. Do not delete any information on the Provider Letter Template.

Diagram Description: Screenshots show the 'Message Center' preferences, specifically the 'Behavior Prefs' tab for 'Reminder/Letter'. A 'Header/Footer' dialog is displayed, showing a signature area where practice name and phone number can be entered. A dropdown for template selection is also visible.

Setting InBetween Visit Preferences

1. Click on Message Center on the top tool bar.
2. Click on Inbox on top task bar and select Manage Preferences.
3. Under the Behavior Prefs tab, click on Message.
4. Ensure the box under Encounter Creation is UNCHECKED.
5. Select your work locations from the “Ambulatory Locations” list on the left, click Add to add them to the list “I Typically Work At.”
   • You must enter at least two locations.
   • If you only work at one location: choose your correct location plus one obscure location.
   • Only if you work at one location: select the Default Location of your correct location where you work.
6. Click OK.

Diagram Description: Screenshots show the 'Message Center' preferences with the 'Behavior Prefs' tab and 'Message' selected. An 'Encounter Creation' section is shown with a checkbox for 'Ask me for an ambulatory location only once per session' that should be unchecked. An 'Ambulatory Locations' list is displayed with options to add locations to 'I Typically Work At', and a 'Default Location' dropdown.

Task Lists

Multi Patient Task List

1. Click on Multi Patient Task List in the top tool bar.
2. Select Options on the top toolbar, Task List Properties then follow the steps below.
3. Click on the Time Frames Tab.
4. Select Generic Time frame.
5. Change the time frame to a one year interval (e.g., From: today's date, To: 1 year from today).
6. Click on the Patient List tab, check the box "Choose a Patient List," and uncheck the box “View Assigned Tasks."
7. Under Location filters: click the + next to All Locations then select the facility or facilities that you will be completing tasks for.
8. Click Save.
9. Click OK.

Diagram Description: Screenshots show the 'Task List Properties' dialog with 'Time Frames' and 'Patient List' tabs. The 'Time Frames' tab shows options for 'Defined Time Frame', 'Hour Interval', and 'Generic Time Frame', with date range selectors. The 'Patient List' tab shows a checkbox for 'Choose a Patient List' and 'View Assigned Tasks', along with 'Location Filters'.

Single Patient Task List

1. Open a test patient chart (Use patient: Zzzzrevcycle, Amb MR # M1032351).
2. Click on Task List within the dark Table of Contents Menu.
3. Click on Options on top toolbar then click on Task List Properties.
4. Select Generic Time Frame.
5. Change the time frame to a ten year interval (e.g., From: today's date, To: 10 years from today).
6. Click OK.

Note: Single Patient Task List is not set up by location. It will display all tasks on the patient.

Task Display

1. Click on Options and select Task Display.
2. Ensure the following are selected for Chosen Task Types: Ambulatory Care, Ambulatory POC, Medication.
3. Click OK.

Diagram Description: Screenshots show the 'Task List Properties' dialog for 'Single Patient Task List' with a 'Time Frames' tab. It includes options for 'Generic Time Frame' and date range selectors. Another screenshot shows the 'Task Display' dialog with 'Chosen Task Types' including 'Ambulatory Care', 'Ambulatory POC', and 'Medication'.

Fax Favorites

1. Click on Medical Record Request.
2. Click on Device.
3. Find the device: !Fxclinicname. (Select the one with your primary clinic name).
4. A pop up with a PHONE # space appears. Click OK.
5. Right click on the Device name.
6. Select Add to Favorites.
7. Repeat the above steps for the other clinic assigned favorite with the device name: FXRadSchd_clinicabbreviation.
8. When all Device Favorites are added, right click on Device name.
9. Hover over Filter Type and select Favorites.
10. The favorites selected will now display.
11. When selecting a device for faxing: choose FxRadSchd for Radiology Scheduling and !Fx___ to free text the fax number.

Diagram Description: Screenshots show the 'Medical Record Request' dialog, the 'Device' selection, and the 'Remote Report Distribution Selection' dialog where a phone number is entered and a device can be added to favorites. Another screenshot shows right-clicking a device name and selecting 'Favorites' from the 'Filter Type' menu.

Orders and Medication List Settings

Orders

1. Navigate to the Table of Contents Menu and select Orders.
2. Click Customize View on the right.
3. Add the following to the *Selected columns on the right: Type, Status, Order Name/Details, Order Comment, Ordering Physician, Start, Stop, Last Updated, Last updated By.
4. Select Sort orders by: Order Name/Details and select the Ascending radio button.
5. Click OK.
6. Click on the Order Display drop down, select All Active Orders.

Diagram Description: Screenshots show the 'Orders' section of the menu, the 'Customize View' dialog for orders, listing available and selected columns, and options for grouping and sorting orders.

Medication List

1. Click the Medication List tab. Click Customize View.
2. Add the following to the *Selected columns on the right: Type, Order Name/Details, Order Comment, Ordering Physician, Status, Start, Stop, Last Updated, Last updated By, Compliance Status, Compliance Comments, Last Dose Date/Time.
3. Select Sort orders by: Order Name/Details and select Ascending.
4. Click OK.
5. Click the Medication List Display drop down and select All Active Medications.

Diagram Description: Screenshots show the 'Medication List' tab and the 'Customize View' dialog for medications, listing available and selected columns, and options for sorting.

Invitations Preference Settings

Customize View

1. Click Invitations on the toolbar.
2. Click Customize View.
3. From the left Select the columns you want to see box, select the columns you want displayed in the Invitations view.
4. Click Add to move the selected columns to the box on the right.
5. Select the following columns: Consumer, Name, DOB, Tracking Status, Recommendation Status, Date Qualified, Last Updated, Responsible Provider, Phone, Communication Method, Updated By.
6. Select the Program Group(s) by clicking Add.
7. Select the desired location and click OK.
8. Programs are displayed in the Program Group list based on the selected locations.
9. Select a value for the Invitation Limit. This value determines how many patients are displayed before the More button becomes available and you must click it to move to the next group of patients.
10. Click OK.

Diagram Description: Screenshots show the 'Invitations' toolbar, the 'Customize View' dialog with sections for selecting columns and program groups. A 'Program Group Selection' dialog is shown with a list of locations and an 'Invitation Limit' setting.

MyExperience

All clinical staff may change their view using MyExperience as needed. (Example: May switch your view from Primary Care Nurse to OB/GYN Nurse to view when working with OB population).

1. Click on MyExperience on the toolbar.
2. Select the correct view.

Cardiology MA's/NA's should set MyExperience to AMB Cardiology Nurse View.

Diagram Description: A screenshot shows the 'MyExperience' toolbar button and a 'My MPages Selection' dialog with various nurse view options, including 'AMB Cardiology Nurse View'.

Revenue Cycle

Setting Preferences

1. Click on File on the top toolbar. Select Preferences.
2. Click on General and enter your Facility using the magnifying glass ? to search.
3. Click the arrow next to Patient Tracking on the menu, then click on filters.
4. Search for your location in the location group field and click on the magnifying glass ?, when location appears, double click and click Apply in the lower right hand corner.
5. Under Patient Tracking click on Future Requests, find the location that you will monitor for Patient tracking for new order requests in the queues.
6. Next, Select Scheduling from the menu.
7. Set your default location group and location. These will be automatically selected in the Appointments view when scheduling a patient.
8. Click Apply.
9. Click on the arrow in front of Scheduling. Complete the following steps for Appointment Requests, Future Appointments and Past Appointments.
10. Click on Appointment Requests.
11. Search for your Location Group using the magnifying glass ? and select the Location from the drop down.
12. Click Apply.
13. NOTE: There is a shortcut to the filters on the Future and Past Appointments tabs on the Appointments Patient Perspective.
14. Under Scheduling select Standby Requests.
15. Use the magnifying glass ? to search for and select the Standby Requests queue(s) for your location.
16. Finally, click OK to finish and save all Preferences.

Diagram Description: Screenshots show the 'Revenue Cycle - Patient Tracking' menu, the 'Preferences' dialog with 'General' and 'Patient Tracking' sections. The 'Patient Tracking Filters' dialog is shown with location group and selection. The 'Scheduling' menu is displayed with options like 'Appointment Requests', 'Future Appointments', 'Past Appointments', and 'Standby Requests'.