Care Guidelines Workflow Summary

You can overview all the information for care guidelines workflow to document the details for a patient.

The workflow summary for care guidelines includes an overview of all information that can be documented or reviewed for a patient. Not all information or panels are available on both of the Care Guidelines templates and consists of following panels:

• Care Guidelines
  The Care Guidelines panel appears on both the Care Guidelines Paged View and Care Guidelines grid view templates. Current active guideline items for this patient appear on the panel.

  Note: The Care Guidelines panel has a different appearance and slightly different functionality when it is on the Care Guidelines Page View template from how it appears on the Care Guidelines grid view template.
  • Review and update guidelines and reminders at every encounter with the patient:
    • Review and update goal, status, and compliance for care guideline items.
    • Place orders for current active orderable items.
    • Review and update individually tracked order item on the Personalized Reminder/Orderable template.
    • Review and update personalized reminders on the Personalized Reminder/Orderable template.
    • Review and update risk indicators for the patient on the gender-specific Risk template, from the Care Guidelines grid view or Activate Care Guidelines templates.
    • Document studies performed or completed elsewhere and capture their LOINC® or SNOMED® codes on the Historical Test – Quick Entry template.
  • Activating and refining guidelines for the patient:
    • Activate guidelines for a patient and remove guidelines individually or by condition on the Activate Care Guideline template. You can also access the gender-specific Risk template. The link for Risk Indicators is only visible after the health maintenance guideline is applied to the patient.
    • Edit guideline items to adjust time interval and start and stop ages on the Care Guideline Update template.
  • Occasionally review and update historical information for guidelines and diagnostic studies.
    • View a history of guideline item for the patient on the Care Guideline History template.
    • Document or review a history of diagnostic studies for the patient on the Diagnostic History Entries panel of the Office Services template.
• Recent Orders

  The Recent Orders panel appears on both the Care Guidelines Paged View and Care Guidelines grid view templates.

  • Review recent orders (all orders that have had any activity over the last 180 days).
  • Review scheduled orders (all orders not complete, canceled, or deleted).
  • Complete additional activities for managing orders on the following templates:
    • Process and Submit Lab/Radiology Orders template to process and submit orders for vendor selection and uploading to the Order module.
    • Office Services template for standing orders.
    • To Do and Tasking.
    • My Plan template to add new orders.
    • All Order Management template to edit or update existing orders.
• Screening Questions

  The Screening Questions panel appears on the Care Guidelines grid view template only. You can view and document patient responses to screening questions. Screening questions can be edited on the Custom DB Picklists system template.

• Metrics

  The Metrics panel appears on both the Care Guidelines Paged View and Care Guidelines grid view templates.

  To view metrics (lab and vital signs) filtered by a condition, select a condition from the left pane of the Care Guidelines template.

  Metrics displayed for each condition can be edited using the practice template Flowsheets Setup practice template. Up to 10 rows of flow sheet data displays.
• Vital Signs

  The Vital Signs panel appears on the Care Guidelines grid view template.

  • Review vital signs:
    • View vital signs entered during this encounter on the Vital Signs panel.
    • Review the patient’s vital signs history by accessing the Vital Signs History template.
    • View vital signs in graphical format by accessing the VS Chart template.
  • Enter new vital signs, or edit or remove previously entered vital signs.
• Immunizations

  The Immunizations panel appears on both the Care Guidelines Paged View and Care Guidelines grid view templates. You can view the patient’s immunization history.

• Nutrition

  The Nutrition panel appears on the Care Guidelines grid view template.

  • Enter information regarding the patient’s diet and nutritional supplements.
  • Review BMI value calculated from the Vital Signs template.
  • Document that the patient was counseled on their dietary habits.
• Drug Therapy

  The Drug Therapy panel appears on the Care Guidelines grid view template.

  • Review previous medications. You can filter the previous medication list by medication class.
  • Indicate if discontinued medication was efficacious.
  • Indicate the reason why the medication was excluded.