Difference between revisions of "V11 Note Result Letter Configuration"

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Below are the steps to set up result verification using v11 Note for the Result Letter while all other Notes are v10.
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[[Category:Allscripts Touchworks EHR v11 Note]]
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==Results Letter without Cited Results==
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Many providers will want to send a letter without the result cited because they can cause the patient confusion.
  
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Step 1: Make sure the Verified Results are an available option on the Noteform input section. Go to Dictionary> Noteform Section> Verified Results. This should already be there if not add it.
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===TWAdmin Setup===
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*Preference Setting - Results
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**Result Verification Shows Verified Results in the Results Document - Value = N
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*Note Input Setting  - (Your result letter)
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**Remove check-mark from "Include items in Note Output by default"
  
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[[Image:rv1.jpg]]
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===Workflow===
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#Provider selects the “Mail Results to Patient” option in the result verification dialog box, removes the check mark in the “Show verified results in Result Document” and clicks “Verify & Go To Note.”
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#The Results Letter will be the only option for outputs. The provider will still select the appropriate check boxes or type/Dragon their message to the patient.
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#Now the result will not appear in the letter.
  
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Step 2: Go to Dictionary> Document Type
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(Written with version 11.1.5)
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Create a new Document titled Patient Letter (this is in order to have a Parent Form to select below) Refresh.
 
  
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Step 3: Go and put in a Result Letter for v11 in the Document Type. Go to Dictionary> Document Type> Add Result Letter
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==Verified Results Communication and Documentation Set-up (V11.1.7)==
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When verifying a result in TWEHR, an option exists to have those verified results post to a Result Document.  This in turn allows a provider to make comments about the results within that same document and/or indicate a change in the plan of care. This document can then be printed and mailed directly to the patient. 
  
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[[Image:reslet2.jpg]]
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To Default a Result Document After VR at the Enterprise Level:
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*Log in as TWAdmin
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*Click '''Preferences''' from the Verticle Toolbar
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*Under "general" Encounter Selection from Worklist = Create New Encounter
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*Encounter Type for worklist = Result Review or set per your organizations policies
  
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[[Image:Encounter_SelectionLT.jpg]]
  
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Typical settings(in the properties windows below the dictionary window 0 should be:
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*Where it says "preference" change the drop-down to "Results"
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*Manifestation= Noteform
 
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*Required Finalization and Owner Authority must be filled in
 
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*Workflow= Electronic Signature
 
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*Check subtype, Parent Form: Patient Letter (optional)
 
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*Finalize Note on Saving= check this if you don’t want a sign note task
 
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*Note visibility= on saving
 
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*Include on unsigned note report
 
  
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Step 3: Build Result Letter Note- Go to Note Admin> Note template> Add New Input> Result Letter
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[[Image:Note_result_letter.png]]
  
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[[Image:reslet3.jpg]]
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*Result Verification Note Typy for Qverify = Result Document (name will vary by organization)
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*Result Verification Note Type for Verify... = Result Document (name will vary by organization)
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Begin to select the all the possible Note sections you’d like to see in the output and include them in the input.
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*Result Verification Note Use-For Qverify = Create New Note
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*Result Verification Note Use-For Verify... = Create New Note
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*Result Verification Patient Communication Method for Qverify = Mail Results or Send Results to Patient Portal
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*Result Verification Patient Communication Method for Verify... = Mail Results or Send Results to Patient Portal
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*Click Save
  
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[[Image:reslet4.jpg]]
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Once this has been set at the Enterprise Level, all providers (as long as their personal settings are overriding
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the Enterprise settings) will see the Result Verification Dialogue box as it appears below:
  
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'''Verified Results has to be included.'''
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[[Results Verification Process|Click here for a more detailed view of the Result Verification window]]
  
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Build the Note Output (what is seen in the patient’s chart): Put sections in the order you’d like, section names can be renamed per customer request as well as font. Go to Output template and select New Output.
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[[Image:ResultDialogueLT.png]]
  
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[[Image:reslet5.jpg]]
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*Either click "verify and go to note" to complete the note/letter or enter messages and/or annotations then "verify"
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*Depending on organizational preferences a task will be generated for that Result Document
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*If the providers wish to exclude the results from the result document that will be sent to the patient, the provider can remove the check mark in the “Show verified results in Result Document” box and then click “Verify & Go To Note" to complete the note/letter.
  
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Click Save.  
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Please note that many of these preferences can be set at the user level and changes can also be made within the Result Verification Dialogue box.
  
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Step 4: Go to preferences: Follow the Release Documentation on v11.1.1 for General and Results Verification preferences for the result verification redesign. It is written completely on how to set up the preferences in v11.1.1 result verification redesign.
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Having these preferences pre-set can eliminate unnecessary clicks for providers.
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<!--review this document and add more explaination and KB #, it is not clear if the reader needs to use this doc to complete the steps or if it is just included as an additional resource. Why would the reader reference this document?-->
 
  
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Go to Preferences> Note> Preference is v10 Note only user=Enterprise level=Y
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'''Related Pages'''
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*[[V11 Result Note for Upgrade]]
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[[Image:reslet6.jpg]]
 
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Then select User> Organization> username> Select N to v10 Note only user:
 
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[[Image:reslet7.jpg]]
 
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You can enter all users that will need access to result letter in via a SSMT load instead of manually selecting each user and changing the v10 Note Only user preference.
 
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This will make the v11 Result Letter automatically pull in during the result verification process.
 
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'''Add note views to users (from work def admin, same place as assigning clinical desktop views)'''
 
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<!-- this step needs more detail and to be tested-->
 
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'''There are additional two options you can set up:'''
 
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Option 1- Under Verified Results- you can choose Table or Letter format:
 
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[[Image:reslet8.jpg]]
 
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Option 2- ability to select which task is associated with the which Note output:
 
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[[Image:reslet9.jpg]]
 

Latest revision as of 18:39, 21 August 2014

Results Letter without Cited Results

Many providers will want to send a letter without the result cited because they can cause the patient confusion.

TWAdmin Setup

  • Preference Setting - Results
    • Result Verification Shows Verified Results in the Results Document - Value = N
  • Note Input Setting - (Your result letter)
    • Remove check-mark from "Include items in Note Output by default"

Workflow

  1. Provider selects the “Mail Results to Patient” option in the result verification dialog box, removes the check mark in the “Show verified results in Result Document” and clicks “Verify & Go To Note.”
  2. The Results Letter will be the only option for outputs. The provider will still select the appropriate check boxes or type/Dragon their message to the patient.
  3. Now the result will not appear in the letter.

(Written with version 11.1.5)

Verified Results Communication and Documentation Set-up (V11.1.7)

When verifying a result in TWEHR, an option exists to have those verified results post to a Result Document. This in turn allows a provider to make comments about the results within that same document and/or indicate a change in the plan of care. This document can then be printed and mailed directly to the patient.

To Default a Result Document After VR at the Enterprise Level:

  • Log in as TWAdmin
  • Click Preferences from the Verticle Toolbar
  • Under "general" Encounter Selection from Worklist = Create New Encounter
  • Encounter Type for worklist = Result Review or set per your organizations policies

Encounter SelectionLT.jpg

  • Where it says "preference" change the drop-down to "Results"

Note result letter.png

  • Result Verification Note Typy for Qverify = Result Document (name will vary by organization)
  • Result Verification Note Type for Verify... = Result Document (name will vary by organization)
  • Result Verification Note Use-For Qverify = Create New Note
  • Result Verification Note Use-For Verify... = Create New Note
  • Result Verification Patient Communication Method for Qverify = Mail Results or Send Results to Patient Portal
  • Result Verification Patient Communication Method for Verify... = Mail Results or Send Results to Patient Portal
  • Click Save

Once this has been set at the Enterprise Level, all providers (as long as their personal settings are overriding the Enterprise settings) will see the Result Verification Dialogue box as it appears below:

Click here for a more detailed view of the Result Verification window

ResultDialogueLT.png

  • Either click "verify and go to note" to complete the note/letter or enter messages and/or annotations then "verify"
  • Depending on organizational preferences a task will be generated for that Result Document
  • If the providers wish to exclude the results from the result document that will be sent to the patient, the provider can remove the check mark in the “Show verified results in Result Document” box and then click “Verify & Go To Note" to complete the note/letter.

Please note that many of these preferences can be set at the user level and changes can also be made within the Result Verification Dialogue box.

Having these preferences pre-set can eliminate unnecessary clicks for providers.

Related Pages

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