Difference between revisions of "V11 Upgrade FAQ"

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POPUP MESSAGE
+
==DIFFERENCES BETWEEN v10 and v11==
 +
*[[What are the differences between v10 and v11?]]
  
[[Q: How do I create a LogIn Pop-Up Message?]]
+
==POPUP MESSAGE==
 +
*[[Q: How do I create a LogIn Pop-Up Message?]]
  
NEW ICONS
+
==NEW ICONS==
 +
*[[Q: What are the blue HCC icons that appear when I am searching the master problem dictionary in the ACI?]]
 +
*[[Q: What is the black and red icon (dollar sign with a line through it) next to the active problem I have just added?]]
  
[[Q: What are the blue HCC icons that appear when I am searching the master problem dictionary in the ACI?]]
+
==GOLD DATABASE==
 +
*[[Q: What is the Gold Database and where do I get it?]]
  
[[Q: What is the black and red icon (dollar sign with a line through it) next to the active problem I have just added?]]
+
==HOTKEYS==
 +
*[[Q: Where do I find Control key sequences for triggering frequent actions via the keyboard?]]
  
GOLD DATABASE
+
==SCHEDULE==
 +
*[[Q: What is the max number of characters for Patient Location & Encounter Status in the schedule screen?]]
  
[[Q:  What is the Gold Database and where do I get it?]]
+
==CLINICAL DESKTOP==
 +
*[[Q: Is there a way to add other icons to the top bar of the Clinical Desktop, such as New Task]]
 +
*[[Q:  Is there a way to prevent users from customizing their Clinical Desktop Views?]]
 +
*[[Q: What is the max number of characters for patient location in clinical toolbar?]]
  
HOTKEYS
+
==CHART ALERTS==
 +
*[[Q:  Are Chart Alerts Audit-able?]]
 +
*[[Q: How many characters can you put in a Chart Alert?]]
  
[[Q: Where do I find Control key sequences for triggering frequent actions via the keyboard?]]
+
==CHARTVIEWER==
 +
*[[Q: According to "Pre-Configuration and Certified Workflows Release Notes" (v11.1.1), there is supposed to be a new Chart Viewer view called "Recent Chart." why can't I find it?]]
 +
*[[Review / Preview Items in Chart Viewer]]
  
SCHEDULE
+
==ADD CLINICAL ITEMS (ACI)==
 +
*[[Q: Is the Quicklist limited?]]
 +
*[[Add / Remove Entered for and Supervised by]]
  
[[Q: What is the max number of characters for Patient Location & Encounter Status in the schedule screen?]]
+
==CAREGUIDES==
 +
*[[Q: We have just started configuring our system, and we are not seeing Careguides as available in the ACI.  Were they delivered? Are they Turned on?]]
 +
*[[Q:  Is it possible to move careguides from a test environment to a production environment]]
  
CLINICAL DESKTOP
+
==HMP==
 +
*[[Q: How do we create HMPs in v11?]]
 +
*[[Q: What is the difference between the different HMP actions?|Q: What does "temporary deferral" and "permanent deferral mean"?]]
 +
*[[Q: What is the difference between the different HMP actions?]]
 +
*[[Q: Where does the word "Prospective" get defined - It appears in the Immunizations detail area near "ordered by"]]
 +
*[[Q: How is the "Item name" defined in Immunizations (in the Health Management Plan Window)?]]
 +
*[[Q: How do we change the drop down in HMP - It currently populates "Immunizations Series"]]
  
[[Q: Is there a way to add other icons to the top bar of the Clinical Desktop, such as New Task]]
+
==FAVORITES==
 +
*[[Q: Specialty Favorites, CareGuides and the OCD]]
 +
*[[Q: Who will be loading the Specialty-specific Favorites into V11.1.1 - The Allscripts/Galen Upgrade Team or us?]]
 +
*[[Q: Does loading Specialty Favorites affect how favorites are populated for new users?]]
 +
*[[Changing Specialty Deletes Personal Favorites]]
  
[[Q: Is there a way to prevent users from customizing their Clinical Desktop Views?]]
+
==NOTE==
 +
*[[Q: If two users edit a note at the same time, is there a warning message?]]
 +
*[[Q: The Application is not requiring I enter a password when I sign and finalize a note, why not?]]
 +
*[[Q: We just upgraded from V10 to V11 in Test, why am I not finding Noteforms?]]
 +
*[[Q: In V10 users were assigned a Signing Authority, but this functionality is controlled in v11 note with the Finalization Authority.  If going live with v11 and still using v10 note, where do I setup Signing Authority?]]
  
[[Q: What is the max number of characters for patient location in clinical toolbar?]]
+
==PREFERENCES==
 +
*[[Q: When using Careguides, how is the preference "Patient Education" used and what is it's behavior?]]
 +
*[[Q: In v10.2.4, the following three preferences are available: PrescribeAuthCII, PrescribeAuthCIIIoV and PrescribeAuthorization.  I cannot find these same preferences in v11.1.2. Has their name changed?]]
  
CHART ALERTS
+
==WORKLIST==
 +
*[[Q: Why do the worklist names have a -1 after them]]
 +
*[[Q: Why am I getting an SSMT error when I try to assign worklist views to users?  The error says: Clinical Desktop View does not exisit.]]
 +
*[[Q: Will tasks, such as results verification, appear on the Task list and on the Worklist]]
  
[[Q: Are Chart Alerts Audit-able?]]
+
==VITALS==
 +
*[[Q:How many Picklists can you have?]]
 +
*[[Q:Is there an Audit Trail for Vitals]]
  
[[Q: How many characters can you put in a Chart Alert?]]
+
==MEDICATION ==
 +
*[[Q: Our workflow for administering Meds in the office is not working, nurses are not able to administer until after the physician has authorized it]]
 +
*[[Q: Does the Dispense Sample action create a task?]]
 +
*[[Q:  Can scheduled meds send a task?]]
 +
*[[Q: Why does a nurse have access to change both ordered by and managed by when sending a refill request to an MD other than the original prescriber? Which one is the appropriate one to change?]] 
 +
*[[Q: What are all the settings that impact if a user is prompted to enter a password when prescribing meds?]]
 +
*[[FirstFill]]
  
CHARTVIEWER
+
==IMMUNIZATIONS==
 +
*[[Q:The following fields on the Manage Immunizations screen used to automatically default to the values that were last entered for that particular vaccine (no matter who the patient was): Dose, Route, Site, Manufacturer and Lot #.  In v11.1.1, these are blank.  How do we get them to default?]]
  
[[Q:  According to "Pre-Configuration and Certified Workflows Release Notes" (v11.1.1), there is supposed to be a new CharViewer view called "Recent Chart." why can't I find it?]]
+
==ALLERGIES==
 +
*[[Adding Med Allergies]]
 +
*[[Contrast, IVP, IV Contrast]]
  
ADD CLINICAL ITEMS (ACI)
+
==LABS==
 +
*[[Q: Set default performing location for in-house labs]]
  
[[Q: Is the Quicklist limited?]]
+
==PAT (Physician Administration Tool)==
 +
*[[Q: When and How to use Exploding Sets]]
 +
*[[Q:  How do I change the action type on an Active Med]]
  
[[Add / Remove Entered for and Supervised by]]
+
==SECURITY==
 +
*[[V11 Only Security Gates| Q:  What are the Security Gates that are new to V11?]]
 +
*[[Q: How does provider schedule security work?]]
 +
*[[Q:In v11 there is a Security Setting of Document - Invalidate which applies to all Documents.  How do I give Invalidate Note privileges to a user without allowing them to invalidate all Documents?]]
  
CAREGUIDES
+
==ORDER (not using interfaces)==
 +
*[[Q: In our V10 System we were not using the Order module.  Now in V11, our providers can see orderable items and click there.  How do we handle this?]]
 +
*[[Q: Print Picklists]]
 +
*[[Lock PCP]]
  
[[Q: We have just started configuring our system, and we are not seeing Careguides as available in the ACI.  Were they delivered?  Are they Turned on?]]
+
==PATIENT EDUCATION==
 +
*[[Q: How do we load patient education?]]
  
[[Q:  Is it possible to move careguides from a test environment to a production environment]]
+
==PASSWORDS==
 +
*[[Q:  Is the intended behavior to make a nurse enter a password when creating a new rx or is it optional?  We can turn the Preference off, but want to know what is recommended.]]
 +
*[[Q:  Will passwords change on Go-Live Monday?]]
  
 +
==USERS==
 +
*[[Change User Name|How do I change a users name?]]
 +
*[[What do I load in the Code field?]]
  
HMP
+
==MORE THAN ONE OPEN SESSION==
 +
*[[Q: How can I have multiple IE sessions open on one computer?]]
  
[[Q: How do we create HMPs in v11?]]
+
==DICTATE==
 +
*[[Q. Where is my Dictate column on my schedule?]]
  
[[Q: What is the difference between the different HMP actions?|Q: What does "temporary deferral" and "permanent deferral mean"?]]
+
==FLOWSHEETS==
 +
*[[Allow users (not user-providers) to view Flowsheets]]
  
[[Q: What is the difference between the different HMP actions?]]
+
==SPECIALTIES==
 
+
*[[Custom Specialties]]
[[Q: Where does the word "Prospective" get defined - It appears in the Immunizations detail area near "ordered by"]]
 
 
 
[[Q: How is the "Item name" defined in Immunizations (in the Health Management Plan Window)?]]
 
 
 
[[Q: How do we change the drop down in HMP - It currently populates "Immunizations Series"]]
 
 
 
FAVORITES
 
 
 
[[Q: Specialty Favorites, CareGuides and the OCD]]
 
 
 
[[Q: Who will be loading the Specialty-specific Favorites into V11.1.1 - The Allscripts/Galen Upgrade Team or us?]]
 
 
 
[[Q: Does loading Specialty Favorites affect how favorites are populated for new users?]]
 
 
 
[[Changing Specialty Deletes Personal Favorites]]
 
 
 
 
 
NOTE
 
 
 
[[Q: If two users edit a note at the same time, is there a warning message?]]
 
 
 
[[Q: The Application is not requiring I enter a password when I sign and finalize a note, why not?]]
 
 
 
[[Q:  We just upgraded from V10 to V11 in Test, why am I not finding Noteforms?]]
 
 
 
 
 
PREFERENCES
 
 
 
[[Q:  When using Careguides, how is the preference "Patient Education" used and what is it's behavior?]]
 
 
 
[[In v10.2.4, the following three preferences are available: PrescribeAuthCII, PrescribeAuthCIIIoV and PrescribeAuthorization.  I cannot find these same preferences in v11.1.2. Has their name changed?]]
 
 
 
WORKLIST
 
 
 
[[Q: Why do the worklist names have a -1 after them]]
 
 
 
[[Q: Why am I getting an SSMT error when I try to assign worklist views to users?  The error says: Clinical Desktop View does not exisit.]]
 
 
 
[[Q: Will tasks, such as results verification, appear on the Task list and on the Worklist]]
 
VITALS
 
 
 
[[Q:How many Picklists can you have?]]
 
 
 
[[Q:Is there an Audit Trail for Vitals]]
 
 
 
MEDICATION
 
 
 
[[Q: Our workflow for administering Meds in the office is not working, nurses are not able to administer until after the physician has authorized it]]
 
 
 
[[Q: Does the Dispense Sample action create a task?]]
 
 
 
[[Q:  Can scheduled meds send a task?]]
 
 
 
[[Q: Why does a nurse have access to change both ordered by and managed by when sending a refill request to an MD other than the original prescriber? Which one is the appropriate one to change?]] 
 
 
 
[[Q: What are all the settings that impact if a user is prompted to enter a password when prescribing meds?]]
 
 
 
[[FirstFill]]
 
 
 
IMMUNIZATIONS
 
 
 
[[Q:The following fields on the Manage Immunizations screen used to automatically default to the values that were last entered for that particular vaccine (no matter who the patient was): Dose, Route, Site, Manufacturer and Lot #.  In v11.1.1, these are blank.  How do we get them to default?]]
 
 
 
ALLERGIES
 
 
 
[[Adding Med Allergies]]
 
 
 
[[Contrast, IVP, IV Contrast]]
 
 
 
LABS
 
 
 
[[Q: Set default performing location for in-house labs]]
 
 
 
PAT (Physician Administration Tool)
 
 
 
[[Q:  When and How to use Exploding Sets]]
 
 
 
[[Q:  How do I change the action type on an Active Med]]
 
 
 
 
 
SECURITY
 
 
 
[[V11 Only Security Gates| Q:  What are the Security Gates that are new to V11?]]
 
 
 
[[Q: How does provider schedule security work?]]
 
 
 
[[Q:In v11 there is a Security Setting of Document - Invalidate which applies to all Documents.  How do I give Invalidate Note privileges to a user without allowing them to invalidate all Documents?]]
 
 
 
ORDER (not using interfaces)
 
 
 
[[Q: In our V10 System we were not using the Order module.  Now in V11, our providers can see orderable items and click there.  How do we handle this?]]
 
 
 
[[Q: Print Picklists]]
 
 
 
 
 
PATIENT EDUCATION
 
 
 
[[Q: How do we load patient education?]]
 
 
 
PASSWORDS
 
 
 
[[Q:  Is the intended behavior to make a nurse enter a password when creating a new rx or is it optional?  We can turn the Preference off, but want to know what is recommended.]]
 
 
 
USERS
 
 
 
[[Q:  Will passwords change on Go-Live Monday?]]
 
 
 
[[Change User Name|How do I change a users name?]]
 
 
 
[[What do I load in the Code field?]]
 
 
 
MORE THAN ONE OPEN SESSION
 
 
 
Q:[[How can I have multiple IE sessions open on one computer?]]
 
 
 
DICTATE
 
 
 
[[Q. Where is my Dictate column on my schedule?]]
 
 
 
FLOWSHEETS
 
 
 
[[Allow users (not user-providers) to view Flowsheets]]
 
 
 
SPECIALTIES
 
 
 
[[Custom Specialties]]
 

Latest revision as of 18:14, 24 October 2011

DIFFERENCES BETWEEN v10 and v11

POPUP MESSAGE

NEW ICONS

GOLD DATABASE

HOTKEYS

SCHEDULE

CLINICAL DESKTOP

CHART ALERTS

CHARTVIEWER

ADD CLINICAL ITEMS (ACI)

CAREGUIDES

HMP

FAVORITES

NOTE

PREFERENCES

WORKLIST

VITALS

MEDICATION

IMMUNIZATIONS

ALLERGIES

LABS

PAT (Physician Administration Tool)

SECURITY

ORDER (not using interfaces)

PATIENT EDUCATION

PASSWORDS

USERS

MORE THAN ONE OPEN SESSION

DICTATE

FLOWSHEETS

SPECIALTIES