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OTTR™ 6 User Manual

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1. of any window g a fat t ce ae 3 SM fin mune aramla waea Ma Paws Ora Cimara 3 opened consists This section IS tae TOLLE T Pmt Bee firo S Sew ki gt lingas PRR Craw Reparan lt x K panj Seg antis Seng 9 of the Master commonly ma SS a iae oe Se ya Means a referred to as apes HS Sarpe Lat edy E E Lam Tey A Visa hnti om a Karane abel oa Agia BALATA Mo Dig aw 0 KEG Toolbar Icons the Demo Strip AGU ERBOEE leet ls Ibama BPO as it holds a lot cos nem Petetay Peten Setien tech tos temete whens ae eee 1 d Dee fish vee thane m W K ji the ha s Siga EAE rae 1 Orage Pte teat emograp IC s mapigi information B nection The bottom Date Oerspzr MICO Cocke Vats Hy Entewe ty baiiioit portion of the Osal Ae r es Du Review Screen LDA sou holds Labs FF fem cece Ui Diagnosis ACH TOIL 1S ALLA Progresa Hote ta ba dast ba tee Ranan Actions Medications and Progress Notes AEE 7012 OLDA tater Gent OTIR Orre Cam Se Vee fevered The Patient Review Screen consists of several Hyperlinks that are designed to take you to the area of the application that the information is being pulled from gma p pa Gm Breer pdd toe feettseee C ihu Dee Be hdp ispi GOR SAPA f Bim y ci latege Tengen fh terme Dats a lees Fene Dae Oya Type Doorheen Core 8 fetes uzon Heres Lee Heper en a BMJ 18 Me eT eatery UT Se Dore up
2. f Example You have multiple patients with the same first and last name You also have discovered that this patient has the same date of birth There are also some identifiers within OTTR that are unique such as MRN and SSN If you selected those in Options these numbers would display as well to assist you with your search Once you you ve chosen your options select OK and to return to your Quick Search or Patient Search window To search for a patient you have fields in the top portion of the original Patient Search window such as First Name Last Name OTTR ID MRN etc You can place data in one of those fields and select Begin Search OTTR Version 6 0 User Manual 60 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS a rn etant OFM p t pit Bement Att Jock wpedowe tists 5 Ki If you re in the Quick Search window start typing the name of your patient in the textbox and then select the Search option jaia ws a 7 gme j pe Bee 444 Soe Yt te ibase w ia Dime iry Toegeni A ortn Uad Fd Samci Icon Pn Semct Rende Pionie sotact beics Fass Dasa Twa OOO Basti Saw Tempaj Puet Dena en OOS 1 Daa Toupin Pewi Doru Vert Of m bainn aeae Poet leon tet een ayra Pust Gem DOA i t4 os ao
3. 02 Aug 1998 00 00 23 Sep 1998 00 00 25 Oct 1998 00 00 26 May 1999 00 00 09 Sep 1999 00 00 22 Jan 2003 00 00 Notice how only the lab fields associated with a Chem 7 are available to populate Within the tlowsheet window select the Add button to display the New Lab Data window and follow the directions above for entering results Once values are entered into a specific flowsheet such as Chem 7 these results may not be displayed on the Patient Review window if they aren t configured to display on that flowsheet The flowsheet displayed in the Patient Review that may vary based on the patient s Program Treatment Phase and Patient Status OTTR Version 6 0 User Manual 82 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR TTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Labs All GIM pe pm Grija 1408 toch Weess tis ihme gt Cfpo Seating gt btn Dorres fea C a Charge Patch Den Cole gt tens iene ss os IE A mp r gim w pe Dedm ae lee Greer ter er gt empane lt apti lt ty Semen fat Chem See Rte gt es Ee iim Bw Breeton neste we jia Gina Wile oh ia OQ iiia BL loea boven B hre Aretze Cenin lem Ciacat Thats Aaris Drws An w ee eee pe j tet a Ae T RTT M a D D D RGA Pe i I ni Wi wi ap mi 2 H F 8 TESS am Uf
4. Other Cortacts itecaheo late of Entry into 3 Birth Tab Soe amp Close The Birth tab holds the patient s date of birth place of birth and citizenship information Information is entered via free text or drop down if a black arrow is next to the field I Dates can be enter or using the forward and back buttons in the green calendar OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions coo manan CELECO ed via free text using the format of mm dd yy 107 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Derengrephics Phare idustfies Progearrne Employment Status Teating Emp Status Date of Hire 5 Mas 2088 Yas court ant Ostetisaeied Dane Herned Worteng Ful Tene Empiyyes ra oming Frm Wort Phare Empiyyoe Adras 14258 W Ames Ave 02 work 02 345 TESS pornala rit Employment Tab The Employment tab holds the patient s employment status and if employed the employer information Genad Beth Local Terre Actress Chet Contacta Oemogpephce Phone Members Progama Datace Hom Certter f Horne Phone Aatesi 4589 Sme Cii Cty Omaha TPrav Fests Code tE Cotty Perish Heath Gegan Courtiry Save amp Close Home Address Tab The Home Address tab holds the patient s current addr
5. 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Medications Tab Test Heart 4D 3837634 Heart Transplant Encounter isit TEST ottrsaraclin dbs3 0A6 ore Edit Lists Patient Add Tools Windows Help f p lt E Me j7 o EE fi 3 Find Review Demo Ins he ry cate oe 7 4 Heart Transplant Cardiology VAR DOB O1 J4i 1959 Referrals eo Evaluations Listings Transplants Encounter Diagnoses Medications Labs Devices BMI Progress Notes Plan History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents Detach O1 Jun 2011 0 pravastatin sodium 40 mg Tablet H3 Bedtime 2f Jdun 2011 0 amlodipine 10 mg Tablet Ho Bedtimel 2f Jun 2011 0 colchicine Enteric Coated Tabl Daily a 15 Jul 201 prednisone Deltasone BID 2x per D tacrolimus Prograf 1 mg capsule BID 2x per D mycophenolate motetil CellCep BID 2x per D 15 Jul 2012 08 22 Jul 2017 prednisone Deltasone BID 2x per D mg ooo o BID 2x per D 22 Jul 2012 08 29 Jul 2017 prednisone Deltasone Adjust Medication Clear End Medication End Medication Mark Patient Notified Mark VeriFy Rest
6. Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR or TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 2 Instructions Tab dG ume y orotein crmetir re clearence and trec waf Prr Lirency Hone Actan Weetroct ons Sayratue Authenzaten l oration forst how atii Patient hematom f Youriniam wii ihmsdd go ino the 2 potim U tCowery wid efter that shadi oo inin 5s katane umili fam the Siipa ny cay H Deler container to the lab by tem rhe tintowing Ny li Keep the container ina i lat tiag i Sigal Mark Done i Rawin Sew Cina Location Click the Change button to select the location where this action is to be completed Patient Instructions Enter the instructions desired Favorites If the instructions written will be used for other actions in the future click the Favorites button to save the instructions Add Favorites To enter instructions which have been previously added to your favorites list click the Add Favorites button 3 Signature Tab Actian Instructora i Simu Authoneaton Creed hy Matot Done By Scheetideet Hy Sagref Date Signed OF By Roashan Sigon Mark Dore ai Rovet Saw Cove Entered By Displays the name of the person who entered the action Marked Done By Displays the name of the person who marked the action as done Schedul
7. 2 d 9 New Preni j Staus f Trewttrecs Pras Lab Entry Lab Type For manual lab entry you can set the default lab type Evaluation Inpatient Outpatient Inpatient Elsewhere etc Lab Types can be added moditied by the OTTR Administrator Lab Entry Lab Provider For manual lab entry you can set the default Lab Provider Medication Entry Patient Notified You can default all of your manually entered medications to be marked as Patient Notified which indicates that the patient is aware of the new or adjusted medication Recommended practice is to leave this unchecked for patient safety reasons Medication Entry Prescribed By You can decide to have all of you manually entered medications to be prescribed by one physician Home Address Home State Prov If all of your patients entered into OTTR are from a particular state you can have this state province set as a default Home Address Home Country If all of your patients entered into OTTR are from a particular country you can have this country set as a default New Patient Status You can set a default Patient Status for new patients entered into OTTR For example if most of your patients enter your center as an outpatient you can select the option of Outpatient New Patient Treatment Phase You can set a default Treatment Phase for new patients entered into OTTR For example it most of your patients enter your c
8. Retransplants This list displays patients who have received more than 1 transplant Patients are not removed from this list OTTR Version 6 0 User Manual 49 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Transplant Transplant Patients in Alphabetical Order This list displays all transplanted patients in alphabetical order To be added to the list a transplant record must be created within the patient s record Transplant Transplanted Patients This list displays all transplanted patients with blood type Transplant Chronological Failed Grafts This list displays patients within the specified program who have had a failed transplant graft and reason for the failure A patient is added to the list when a graft failure date is entered in the transplant record Patients are not removed trom the list Transplant Multi Organ Transplants This list displays patients who have received a multi organ transplant on the same day Patients are not removed from the list Blood type Mismatch Discrepancy Between Lab and Patient Medical This list displays patients who have an ABO lab result which does not match the ABO entered under the General Medical window To be removed from the list the ABO lab result and the ABO in General medical must match Blood type M
9. gt a gt i ey eo ALAE LE 7 oe Oe tr OTIA fdt Les Oe fent Add Looe Bindows Help Find Patiert C Review Dem Bie gt OME _ 00m Eh heers Gy Evetetions Gi tetegs Tompi incoonten F PotentalDonen a testo O po TARESIP DEE Post Transplent Kidney H 402 home Another clinci alert DEF Tras part Vi 402 work Patient Data Ganges Set Age DOG Moytm 16 APR I972 Pte EMAL smtest take com he GVHD Prophytaxa usage flag on the following meds on the Transplart H rye oe oneee ea Admission Encounter AEE E Kutirney 06 Mar 2042 gt PuGeat Sure 2120 Kne Gd Dimnotii PRI Chimic Rejection Kidney AAZ EEEE V S 2 Rasa L Babe Demo MO Emergency Bob Test p Ben s Pils acetyichoine severe Tees 602 455 3333 Comact H 402 589 0569 Mimay 200 286 8288 IChocolateraderstaP aan ree PREY TETO m is Data Changes Set the Lal Provider HKS Sample Lab Faokty LADI Evary 4 Works Pmt CTA iGVMD Prooydaus usace ReceHiA ANegNeg B 05 66 DR G6 Gi Reco CMY Biog ONEG GoneeA A STORTI Gun cy jis Dimer mias BPOS ALL DOCS OF Notes Puthology Rado ogy Osch um Encounter Gyatustion Progess Notes Pian OTTR Version 6 0 User Manual 91 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS
10. s record you can utilize the Add Lab hyperlink on the Patient Review window the Add Master Menu or the Add Lab option from the Lab Icon drop down Peet Heart WADE S05 F634 Palis Havin TESTA olirsaratihn idha a EEC ETE Erstustione Tl tig pN Tearaplerts ercourters Puerta Donars QIM Edt Wate Aset Add oc Windows thb Fed CT Roiw ADT Haat Traraplark Cardoiogy Sistua Phase Post Tr Acton Macro l Date of rolerus facrolen gt 27 Jao A 09 More lt OMar 2012 08 1t May 2012 09 13dun 2092 10 ee a oT Mew gre pa yee p Gti See cele ot A A tee 4 lal bow be me f a tree fiwee Cow flee Pose Taw Peetted Yours arcu b Outpatient JfTranspl nm 01 JAN 1 hone 574 999 7706 leds pic iab draws fom ief Cycinpate lont Z Tatras aoi 7 San dees wan Tergesehae Oe Ess Henge pw a feyetete Baad Promos Ppa 154 Daise Bket Awane Cay a Whee hivod reta NO fe Haragia Tigh fi there are Jeze Sy Pissa Casi Pt 320 Sadmi Mei E Lak Portes pain Religian Catholic 2j mycoph Temp Wi Hi BP Sys BP Diast WBC Hab More Mote hhore Mare More Mare More Mar a o i inr t Fa E ia O recto vroin f borem f osso nrar Cheese see Seek Ome Date of Lab Select the calendar to enter the date and the lab was completed You may also type in the date or use your 1 function This intormation should match the
11. 200000 Chavez De Primary eal Delete Initially you won t see any patients listed under this tab for the new insurance provider you ve just created This tab displays all patients who ve had this insurance plan attached to their record Coverage Tab D Provider Inmpector tusoci BEDELL T amp M Tis tne QTR git te Ptit Ah Tooke Windows tielo r Fd Pam L FS 9 Se nup Lurbome Ingur ance inc Pian Name Group Name Company Marne insurance Paterts i Coverage l Th s is the Coveroge into for Arbome Incurance he Changng tis teki wili change tive tert for all patients wih this INSI SrLa Delete Close Information here will display for all patients with this insurance provider plan and group Financial coordinators may write notes which apply to all patients with this insurance coverage An example may be information about specific tests which require pre authorizations OTTR Version 6 0 User Manual 125 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Financial Coverage Rules If desired financial coverage rules may be built for an insurance provider which defines what actions require pre authorization When an action is ordered for a patient which has a financial coverage defined a message box will appear stating tha
12. 302 555 9249 Rad PreCert Phone o Tx PreCert Phone 0 O This tab is auto populated by the information added when the insurance provider was entered into the database If information displayed here needs to be updated click on the Edit button in the upper right portion of this window OTTR Version 6 0 User Manual 119 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Coverage Info Tab Policy Info Verification Policy Holder Company Info Coverage Info Authorization Numbers Donor Organ Acquisition Global Other Benefits General Benefits Transplant Benefits Precertifications Info Documents Insurance Scanned Docs Clinical Trials Cov Prescription Benefits Approval Letters Denial Letters This is the Coverage Info for Humana Eight Changing this text will change this text for all patients with this insurance Coverage Information Insurance Plan Coverage Other Plans To enter additional Coverage Information which is global in nature click on the Edit button and then click on the Coverage tab to enter the global information Notes should be signed and dated Note Changes made here will change the information for all patients with this insurance plan OTTR Version 6 0 User Manual 120 2012 OTTR Chronic Care Solutions All inform
13. Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Recommended Physician Coordinator Review Process Listed below is our recommended process for facilitating the communication that occurs during the coordinator and physician review process We feel this process enhances patient safety and continuity of care However this is a recommended guideline and you ll need to discuss and adapt to meet your Transplant or Ventricular Assist Device Center s needs e The coordinators will review all of their items in their My Awaiting Coordinator Review List All abnormal results are sent for physician review using the appropriate action for that abnormal issue For normal results the coordinator can choose the Lab Review action Follow your center s policy for sending results for physician review as some center s will want physician s to review all items regardless of normal or abnormal result e To assign the particular action to a certain physician the coordinator can open the action and assign it to the responsible person or physician e The physician s will review the Awaiting Physician Review list and their My Pending Actions list if coordinators are assigning individual physician s as responsible e The physician will add the appropriate action for any additional testing or follow up that needs to be completed which will fall on the coordinator s My Pending Actions list If a medication
14. Delete fevert SAV Save amp Close At the bottom of most windows the options exist to Delete Click to delete the entry from view Revert Click to revert back to the original window prior to any entry being made This will remove any newly entered information that hasn t been saved Close Click to exit or close the window without saving Save Click to save your information and remain working in the open window Save amp Close Click to save your information and close the current window OTTR Version 6 0 User Manual 10 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Navigating iy Add Text Document Icons Click on an icon to access that area of the chart or select another option using the dropdown arrow next to the icon Age DOB Hyperlinks Click on a hyperlink to directly access where that information is entered Employment Home Address phics Phone Identifiers Programs fo 1 Jan 1959 E Canttane Uiteg qpr an jfn1 sAN 1 Pg Ceteaeles Comtarge carey Cea Catetetcation Cortes Lire crams Netory eed Prem Ol Prete Fodert Comeatecn Dataa Cohecar te on Detten Aeseeerert de Dette Aporusa Peciar Dette Pubes Pecton Pom Fare ataokongy Paho ttar Camay Agah radna OP Bosrore Tolerance Test
15. Depending upon what has been entered into the donor record you can later perform a search for the donor record using either the Patient Name or UNOS Number OTTR Version 6 0 User Manual 176 2012 OTTR Chronic Care Solutions OT CHRONIC CARE SOLUTIONS Programs Tab All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only General Beth Enpirpmert Hore Actress Locsi Temp Ackiese Etucmon Over Cordacts Cerogaptics Prone bertora Programs O Heat ampten Deceased Doac M VAD Reet Choe Saw It s VERY IMPORTANT that you assign the patient to a Program If you don t assign the program the patient won t show up as a search result when using the Find Patient icon to perform a search Add the patient to the Deceased Donor program by placing a checkmark in the box provided The living donor will be assigned to the organ specitic Living Donor program Once you ve entered the information in the donor demographics your donor is technically entered into the OTT R system and can be linked to a recipient You can continue and complete the Death Info and Donor Info if you have the donor packet available or you can complete those sections at a later date OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 177 OTA CHRONIC CARE SOLUTIONS All information contained herein is con
16. Heat Transplant Transplanted Patents Heart Traraplsrt Chronological F tied Gralts The patient will now populate the appropriate Transplant Phase Lists accessed from the Lists Master Menu select Transplant Tx then the desired list such as Active Transplant Patients list OTTR Version 6 0 User Manual 197 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Patient Schedules and Calendar 2 T pg Ma sfe Gy Deom 2 atape gt 1 Cote Pate ne provi Satus Drtpated Progra te Sern pore nnes pare A Adama Derma MD 402s 27 ata etna bed madeu td vee A mnoho ogee j COLT u auniaisige taire tactabet t p myta 4 Active Schedules Schedules Schedules such as clinic imaging lab and yearly check up schedules can be added to a patient record To add a schedule select the Add Schedules hyperlink or from the Add Master Menu select Schedule select the type of schedule then the frequency Test Heart VAD 3837634 Schedule TEST ottrsaractivtulbsSs046 aim E OTTR Edk Lits patient Add Took Windows Heb i a Find gt O even A tem irs e com G Retest yy evauations AT Listings Transplants Start Date 26 Jul 2012 MI M Patient Notified Schedule oc fest Ena Delete Es Reve
17. If at any time you are having issues with your window sizes grey screens missing hyperlinks etc please see your OTTR Administrator OTTR Version 6 0 User Manual 23 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Password change Ottr Preferences TEST testuser dbs3agab QTTR Edit Lists Patient Add Tools Windows Help fu B nn m rg Find Patient z ry ae aus Change OTTR Password os Appearance Defaults Fetch Date Username Logging Old Password s Look amp Feel EN as E EE oe Syne Scroll Change Password Login Automatically Using Windows Apply Changes You can change your password at any time by selecting the Password option in Preferences Old Password Enter your current password here New Password Enter your new password here Confirm Enter your new password again to confirm When completed select the Change Password option Login Automatically Using Windows This option is for sites using Active Directory to log into OTTR OTTR uses your Windows login to sign into OTTR DO NOT select this option if your site does not have Active Directory set up or if you are unsure Note Best practice is to change your OTTR login whenever your network login requires a new password to be cr
18. Lear To see all labs associated to a patient s record select the Patient Master Menu select Chart then select Labs all This will display all entered labs that have an associated patient labs field Misc Labs atte pee pee D hee fee fee Gee ee el 1B Dl i eee Be ee om T oe Rm n i Rm M eh ee ee eed Tee A j Qa M hte ot Lom Cone me eee res es mestes Sm See a M m Pesse ae es iie Ae F ican A t MN a tes OO s x a OS Does tee foe wicera tt apart aw ein ad ba et ie R G De 28 1 wi ist Lae fe wate ti Aat aN ts a s ve gt ny H vejrre tt are a tes I AED Deyi EA I Beer aw Lj mi ete aaf i srt 4 ame lt E na N TI N i o n a A ASE SIE t iaa A a ho S Genet iia POETS TT AN ee Pe ee H iu kL ne te ee OTAN to r o Sew igete 6m ere a at i p i y 7oere H Ot ean tet TAIE tt sr anew 4 Je LU tt at F1 a wives tl at een OT Ese pas G prem Ade Toots pieds Help a bint U feiem Ome iin ER e 2 py Lung Trangt CO OMIN f etess G corte let 7 Stun Thana __ Pest Tranagieet Leng Transient a Hdd Mex Leb artnr ert ii Sateert Sercio a bi iai wivere th df ET In the event that you don t find an expected lab either on the main Patient Review window flowsheet or in the Labs all area the Misc Labs should be checked Misc Labs holds all lab results whether they have been hand entered or interfaced Misc Labs consist of results and comments In the event that you locate the r
19. They may update where they are in the patient s insurance process so that clinicians will be able to quickly review the status OTTR Version 6 0 User Manual 123 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Adding an Insurance Provider to the Database Prior to adding a new insurance provider to the database you should perform a search ensuring that the provider isn t already present in the system Tools Windows Help Find Ctrl Shift F me Le Notes Find Options Message of the Day Mew Patient Referral Quick Referral Admin Coverage Info Auth I Devices l Import Export Info Documents ana Eight Changing this text w Insurance Plan Coverage Life Table Providers dd Registry Care Provider Reports Insurance Provider Survival Curves Medical Facility Insurance Scanned O From the Tools Master Menu select Providers select Find then Insurance Provider If the provider isn t present add them from the Tools Master Menu selecting Providers then Add then Insurance Provider Insurance Tab Provider Inspector tuso LBEDELL T 60 TESTDB OTTR Edit Lists Patient Add Tools Windows Help A Find Patient A Fal r g F h m iE ha a mmi Plan C Group 4 Airborne Insurance Inc Plan Mame Gro
20. cut Ctrl Copy Ctrl e Faste Ctri Delete Undo Ctrl 2 Redo Gbri Shift z Select All Ctrl 4 Find Ctrl F Font If you re in a window that allows free text such as Text Documents or Progress Notes these menu options will become active OTTR does allow users to copy information from another system or document and paste it into a free text field OTTR Version 6 0 User Manual 33 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 3 List Master Menu Lists Patient dd Tools Windows Help Te ma M My Patient Lists F Heart Transplant Blood Type Mismatch VAD i All My Patients Deceased Donor My Heart Transplant Patients Active Heart Transplant Patients TR All Heart Transplant Patients Actions C CARE SOLUTIONS Awaiting Encounters ge of the Day 2 Evaluations ipty Tracked Lists Ireni Inpatient Listed Patients Tx y Pending Actions Pending edication Changes Schedules y Heart Transplant 2 Protocols Transplants Tx eart Transplant Awa Referrals T Fr F FF FE FE F FE F F Statistics Software Support Support CMS Create Mew List Manage Lists Search For List To access lists designed to assist with your daily worktlow utilize the Lists master menu Lists are groupe
21. henw twins tl a a eened sat THs 14 29 VAD Ehartetal Cortpats Letter Raqeent to te Pieced on tte Poaety Chectocel Reaterseer Lat SOL etreaeche GU EBJA U 4 Geceerter BOL prycawrecte D Reports including letters that are set to Auto Capture can be viewed in the Existing Reports feature utilizing the Patient Master Menu selecting Reports then Existing Reports Those report or letters can be viewed by highlighting the desired row and double clicking OTTR Version 6 0 User Manual 146 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTA CHRONIC CARE SOLUTIONS Evaluations When a physician determines a referral patient should be evaluated the clinician must move the patient from the Referral Phase into the Evaluation Phase The process followed from referral through evaluation is the same for recipients and living donors Moving the patient s through the phases ensures the Active Referrals list and the Active Evaluations list remains accurate for both the transplant recipient and living donor programs To remove the patient from the Referral phase the referral record must have an End Date and End Reason entered Adding an evaluation automatically ends the referral phase Add Tools Windows Help Patient 4 0 7 Action Action Macro Allergy Candidate Listing Clinical
22. 2 m r Same A Ciose Phone Tab The Phone tab holds the contact information for the patient Information can be entered via free text Genet Gee Emgoymen HomeAamess LocstTampanress Edecanee Carer Contacts Dens greptecs tone eerttes Progen RAD PIC Mirris UNOS taser Accnt tnia OAA B3746 SSN EFI Insty hurrivai E Identifiers Tab The Identifiers tab holds the external identifiers for the patient such as SSN MRN UNOS Number etc Your site may have other fields corresponding to your specific site identifiers OTTR Version 6 0 User Manual 111 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS Programs Tab Trp bei CAAF agiter Pees ber d dere f agern Leet Trergptert kirara Tieenated Powa Tireepteet lt hirr mapat Larg Team ghee havt Timesheet khet Tremepterd Hl Toareegtet KP Tieeamae Pode Live Meds reettrs Fehi Pare reve Fede tree Pei ieg Hed ttes Fete het Peai Decumed Deu l l x Dre heteey wg Des iii Ootesved Oooo Lang Lemgo Oore All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only The Programs tab holds the program s that the patient has been assigned to It s important to assign the patient to a program If not assigned they ll fall on the unassigned list and won t c
23. Aaeting Coorchnator Rewew Aatangidy Peds Kidney Amang Cocebnuter Roses Awetingity Peds Liver Analno Coordinator Redos Awarngidy Peds Lung Awating Coontnstor Revew Awretngity Peds Pancreas Anying Cordnator Arama My Ped Noe SCT Patients My Ped Relmed Dena SCT Paserts My Ped SCT Paterts mage 1 Shows 1 29 cf FE eeth 1827 Seorce Tert Ny Pe Yord Match N Subs OTTR Version 6 0 User Manual 39 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS liek am jonaa Acroni Ae Sil maan Sekai get a m et OS Qe aa m grm oo ue Pase bot lee jassa Shem gt 5 Faita e gt se sat Permer Porsing Actin AN Set List agen Evar Tanger Sa Popen Now MAE Viewers DEF ALL ot Hee jeer Fetiese lea Use 2 Let ilaa Oea Vimity Wher NOT Engi 7 Aen Oniy Agree to A An Ee Logo Ohee Every bbrstes f Next select how you want the list to function The List Program Role and User fields will pre populate for you and shouldn t be modified Notify when NOT empty Placing a check in the box will display your tracked list when it is populated Alert at logon Selecting will cause a message to pop up upon login notifying you how many counts are on each list Check Every Choose how often you want the system to check for new items i
24. CHRONIC CARE SOLUTIONS Searching ST ottresrecttn Piba LIAR 0 A Micithe Marne O Te f PersonNumbor O i No Por 8 8 8 8 DEA Ucense Nander Medea anse Numb Goden Demo Sande N Seite 11 545 tet Street Hostoen TX 402 555 2772 C Word Match Substring oct Provide Search TEST ottreer acids 32046 Last Narn Fist Name found Michie Name Do Pe Person humber ena a DEA Licenses Nambe MedcallicemeNember oo Graertg 11 att meteres st tater Gwda Damo Sanda N Sute 11 545 Isi Street Houston TX 407 555 7777 Searches can be initiated by starting to type part first or last name or word in the case of medications and diagnoses into the Search Text area The application will return possible matches in the All Active box Select your choice by highlighting the row and click OK or just double click Searches can also be initiated by typing into the fields at the top of the window such as first or last name Click the Begin Search button and options will be returned below Select your choice by highlighting the row and click OK or just double click If you don t find what you re looking for on the initial search you can try selecting the More button in the bottom of the window then re initiate your search OTTR Version 6 0 User Manual 15 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distr
25. Click the Details button near the bottom of the window to open a the detailed view and customize any of the actions in the macro OTTR Version 6 0 User Manual 78 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Demo Education 003456 Order Set Discharge ottrsara ere QT Edt iets puent Bit Took windows tet Tl pene pa Ee ine B tiime A test Cece C roten boe f imi aans Ri time minsin F teasimi F rotertid ionan Comes C van Encounters O S C ga ee E B Docusort patent traning mciude tmiring topicaresukaidates PP es a r adoj saa O Loca on O S Document pater taitieg inciuda taining hopics masuka dates Pt instructions Far Pt netuctions a asol O O 4afxanl i O 3 Adninister patient and caregiver post tests af Pt tres trvctions Faw Pt hstocibns te tocwonf i Commo OOOO This Order Set window allows you to customize the actions in the action macro Un check the Action box on any actions you don t want added to the patient s record Action This field populates with the date entered in the Start Date field above You can modify the date you want the action to start using the Green Calendar button next to the field Schedule If you know the date that the action is sche
26. Clinic Schedule Every 2 weeks 7 26 2012 ae Pi2o 4012 3 57 02 Ph Yearly check up Every 12 months 7 2012 PAa20135 P 9 2012 9 05 00 AM Clinic Schedule Every week PAV2012 f2bf2012 7162012 ff25 4012 3 57 02 PM Lab Schedule Every 4 Weeks 4 4 2012 ee W012 6 56 00 AM All active schedules will display To modify adjust or end a schedule double click on the row of the schedule you want to open From the Lists Master Menu select Schedules to access the following lists e Overdue Schedules This list displays patients which have been assigned a schedule such as lab or clinic visits and the information result or encounter has not yet been entered into OTTR To be added to the list an expected schedule date must pass and no result entered To be removed from the list the expected schedule date must be reset or the expected results must be entered e All Active Schedules This list displays all patients which have an active schedule A patient is added to the list when a schedule is added The patient is removed from the list when the schedule end date is entered e Schedule Changes This list displays patients which have had a schedule added to their record and they have not been marked notified To be removed from the list the mark the Patient Notified check box must be checked in the schedule inspector e Upcoming Events This list displays patients who have an expected schedule date in the future or on today s date To be removed from the l
27. DOG w aF pam O frimsa gt p ha lp pis 0 te wt A Pid Pasw 2 ipi z ASR oe s z The D e Donor a 7 i E E D Trast Recmert emo strip soe MEN Verunsr Recz liares IOR Teni Reta wut a hes wr ow includes rie AHO 1 WEIS Rew OV hey Pan p HE 3 Rio HE ha Transplant Recipient information The bottom portion of the Donor Review Screen holds Labs Diagnosis Actions Medications and Progress OTTR Version 6 0 User Manual 63 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Problem List Diagnosis This section explains the difference between the referring diagnosis and the primary diagnosis while instructing you on how to enter the primary diagnosis or the diagnosis driving the need for a transplant During the referral process the referring provider s diagnosis is entered into the system via the New Patient Referral form This diagnosis remains until it s changed by a clinical team member to reflect what the transplant physician has determined to be the patient s primary diagnosis w To enter the primary diagnosis select the General Medical Primary Diagnosis icon QTTR Ede Lists Gd Patent Users a Review Deme k ins ae a te Lung Tremsplent DOI O3 FEB 1970 Q Refersis Gy Evaluations Ratus Pat
28. Flan Change Comment Date 08 Aug 2012 FE Made By Change Entered By Automated Reminder l Send email now l Send email later on date m Send Reminder Add To EA Remove Normal 10 spoke with Susan Smith Case Manager who is requesting copies of the ollowing test results Spell Check Load File Delete Revert Close Save Sawe Comment Date Defaults to today s date use the green calendar to change the date or type in the date Made By Displays the name of the person logged in and adding the note Entered By Displays the name of the person logged in and entering the note Send email now Place a check in the box to send the email now Send email later on date Place a check in the box to send the email at a later date Send Reminder To Use the Add button to add the person you want to send the note to Load File Select to attach a document or file to the note Save and Close after typing in the note OTTR Version 6 0 User Manual 122 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Test Heart 4D 3837634 Insurance Notes TEST ottrsaraciin Miel Fa Evaluations aii Listings The financial coordinator may document each time they have called and or have spoken with an insurance provider
29. Listings ae Transplants Encounter Diagnoses Medications Labs Devices BMI Progress Notes Plan History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents New Attach Detach Date of Lab Tacra level tacrolimus WEC Hgb Het K BUN Creat Na Wit O DS Jul 2012 08 54 signoff Clear Signott Delete Revert Close Save save amp Close Lab results can enter the system in two ways through an interface or via manual entry Those results are then grouped together into flowsheets The lab flowsheet will display different values depending on the transplant phase In the example above the patient is in the post transplant phase and the flowsheet displays certain immunosuppressant drug level values along with the dose of immunosuppressant that the patient is currently taking Note that the labs are display in yellow until they are marked as reviewed To manually enter a lab result click the New button To attach existing lab results to this record click the Attach button To remove a lab result from this view highlight the desired row and click the Detach button Note refer to the notes in the Diagnoses Tab section regarding Attach and Detach functionality and to the Labs document for manual entry instructions OTTR Version 6 0 User Manual 134 2012 OTTR Chronic Care Solutions Al
30. Powa Siput innan few Trereret Sroa wt Hers Meet thee bar hem a Taw OEE 011 08 1 0 ee Pirates mews wg tet Viewing Encounters Test Heart 40 383 7634 Encounters TE omm Edit Lists Patient 4dd Tools Windows Help a Find z Th T Heart Transplant Z Start Dal 14 May 2012 09 4 06 Jun 2012 14E 14 Jun 2012 10 2 Change Fetch Date Review Ctrl R Calendar Chart Demographics Devi To access an existing encounter select the Encounters icon or from the Patient Master Menu select Encounters A list of all encounters which have been added to the patient record will display Double click on a selected encounter to access the encounter to add or review information in the tabs To see a preview of the Encounter place a check in the Show Encounter Preview box in the bottom of the window You can then highlight the line item and view the contents of the Encounter in the viewing pane located in the lower portion of the window Printing an Encounter a ADA tet ntet O 4 __ Sri dMor 301209 2 Btu AD tt 14 hn20l2 10 gt 7 An Ji 0t EOR OAU From the Patient Master Menu select Reports then Encounter OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions bet i La ge uas pme Aii es ai ai fhe tmn i J meth F til ip Se eener Aanst Deere VAD epee Sree chage Cacarte 144 All information contained herein is confidential and
31. Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Based on your Roles and Permissions you might be prompted to select a provider who made the Diagnosis Tiere Doch Derman MO tSean CE MO low Carine O Bridges Dono Caf Carthatoats Ange Ciiirt pi U Com Ader Torogont Darna pCit Dene Ped rampart Derma Test Diny ti ith oet Doci Ekora V Fidd VD ome t a 1 478 of 19S a a 179 ee Search Teat Ewona 4 Lepere Dens Vond Metchy Subeting Type in the full or partial last name of the provider and click the Begin Search button Highlight your choice and click OK or just double click on the provider If the provider is one you use often after you highlight the provider click Add Favorite You can also narrow down your options at the top prior to searching by selecting Favorites My Programs and All Users 3 m4 SEW Diagtiowis OTR Edt tats Ben St Tous wwe tie a a Pot gt C sewer ome Eres p Gh hars Giy te Af a tr aragdarts Opes crue eee cosco fs Dingess Gite Peis tae By a ans Closed Date Rew B Change Contrmeac 2 Signot Date Siged cy Sov eee fm emn cote sen Sreto Diagnosis Displays the selected diagnosis from the previous window ICD Code If entered in the database it will display here Diagnosis Date Defaults to today s date but can be adjusted if the diagnosis was made on an earli
32. The Tracking Tab allows you to activate the list for tracking It also places the list on your Tracked List tab in the Message of the Day window OTTR Version 6 0 User Manual 42 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only List Alerts Test 2 Test LD9000642 is on the following notifrcetion ists Bleed Type Miomatch Potential Donor ABO a Alerts assigned to critical workflow lists serve as a visual clue to you that a patient record requires immediate attention Alerts can be added to a list by your OTTR Administrator If a patient record has been flagged the Alert window will display each time a patient s record is accessed My Patient List You now have the ability to create your own lists in OTTR so that you can track certain groups of patients Lists could be designed to display patients which are on a clinical trial or for other tracking and research purposes To build a New List select the Lists Master Menu option and then highlight the My Patient Lists option Once that has been selected move your cursor to the New option Enter the title for your list in the Description field Atenea agii ee Ue am isn pome bmi jo eee gt ariet y kL ny vray oe Lari tere er ee ias My Pat
33. Use the green calendar button to choose a starting Lab date Select the Printer from the dropdown and enter the of Copies then select Print OTTR Version 6 0 User Manual 162 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS arn i Pet Pete apn 237 weet Mier sdt mA nT Era of tier Caw deere amp he Jb y eset ft mr 1 wt is athena Vee apegrteesete preset rA ents Ha well aa hah eles Fie re ee OF me panna CONT wy Office WKS Progdecton Datsbece Patient Ivabestion Summary Repost fe i tee Core Augal ibs beas esmi fer wn Ser TT wo of ee wet ley te el ot ate Weca Line ont om Veet of 36 oe hey 2 toatl od ewe Per wy a omerke he Clow wert toe of he hae Lewes Lanet ain The evaluation report displays all information entered into the patient s evaluation record OTTR Version 6 0 User Manual 163 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Ending the Evaluation Evaluation Achons Dragnoses Labs Bat Scanned Documents Progress Notes Risk Factors History of Present Wines l Famiiy Secial History Re
34. Viewing Text Documents Highlight the desired document You can quickly view information in the contained within the document in the lower portion of the window without having to fully open it pe pe pa mea p ee eee BO e C e i o h Show deleted documents ee i gg soen A p i er Reverse preview order thw te On albai Disi coy ec i eee ry TAAU D DD PF wtp Seca tte gt wre Tees JETS FI w Deere eres DA r p Tah Ble CR iba were 4 ete tt A625 tia bopa Woe Arearen Ars SS 2 re le ewe Pie CHEST SHAY TWO With ORB RO PDE ELAM TOR ee eom enp 9 ot samast a ba pe owe TET j na ih te een tote beg ee A AS Ol torf To open the text document double click on it Placing a checkmark in the Reverse preview order changes the order of the displayed data in the lower portion of this window based upon the document date Entering an amount in the Auto preview most recent tells the system how many of the most current text documents you wish to display in the lower portion of this window arme ga Peers eure T Dae Cemned Uncen Lae fem tad r ae JPA AR tid T gt Cam LPA ESEE e Hoel ony eB Dore Ta 3 TP dee FETT OP TT rte Cec eres te BD Oira Ce ees tee 8D 045 ad Lert me Wat TIM ee Ot ae le tt 4 Toria Wet Avene mn Seat Wet Laad ir Liras i r r T fied Par ED w Ti m 0 ets faa ta lt DAU y I Teg fe a Ante kA wi nid bo aanse Vrda ABDe ONN R A rE a EP
35. a teams ia Fenton Uy pahane Rt veers Hone Tommaso ma E o rae cl vere Panaria BISAMA e O Dedi BemedOss ee POA POAR MSA Paki VA Pawl Reactie Avieaty PRAS cieri j DMCA TP oes IO BSS E aAa agyr ry Sie 0S Te TS Sea Raw 1 ai ca eee DITEN m Het 2012 08 24 27 tor 201208 SION SNAN 160 88 ao PRA Clave I Curent thee Dt 0 T 27 bee 7 0 2 IS TT aa Pana patho artach pest PRA Pew CLM ID1 Bebe 2206 10 MANT EGNA HAM Dae St 1038 J dee Ot 10 WS S72 10 Bw aw Stes 12 7106 2 tee DON 11 08 SGD 17 Cae Vesaeegetede Iyi Qurt ued ri 4s A TDN Ra TAa g S ana 1a hmnrogotsr i Quat Bwan oes Bass WTA eam bore eegpetar M AJI Aw Ramata bra feats tow Finest The Serology flowsheet has 2 tabs Latest and Historical The Latest tab shows the most recent results The Historical tab shows all of the values that have been entered on this flowsheet To enter a new result select the New Result button at the bottom of either window The Refetch button act will refresh the screen after looking for any new entries OTTR Version 6 0 User Manual 84 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Lab Graphing If you would like to see a graphical view of a selection of labs you can do so from any flowsheet that has the graph icons icon aad available S
36. again in amp months Set Made Cb rrerveted NMet contermed i DE SEP 2010 1049 TU Stopped by cinc i get paaumovax Doing well Started an axerooe View Verified Negative oe ond is walking 2 mies 3 Smas weetly Dats Corettoos Prevou Mecical Surgcal Hatory iil dates showa hoe a SPLIT OTR Chine Sotetions Mark Renewed You can change the state of a diagnosis by selecting the diagnosis and utilizing right click to display the selection options The user may select e Confirmed e Data Conversion e Eliminated Not Confirmed e Previous Medical Surgical History e Tentative Preliminary e Verified Negative To change the diagnosis from active to inactive select the desired diagnosis and perform the right click option as described above To signoff a diagnosis highlight the desired diagnosis and perform the right click option as described above Click on the Signoff option In addition to the other options you can also change the view with the right click option to see Active Inactive or All Diagnoses OTTR Version 6 0 User Manual 68 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Actions This section provides an overview of Actions including how to add an action scheduling authorizations and marking an action as done It also explains t
37. age There are hyperlinks at the bottom of the window to allow access to the Demographics and Death windows to complete missing information OTTR Version 6 0 User Manual 180 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS lonor UNOS 177 TFT QITR Edt yss paient Add Toots Windows tio a gt pee f arters o Evatuations mna D Review T peno Ee ins Donor Demographics Organs Denortabs Donor History Organ Recovery Patents for this Donor Type Cobertor Date Calection By Location Volurw Donor Information Organs Tab The Organs tab is intended for use in the Bone Marrow Transplant BMT Module and can be disregarded during solid organ transplant documentation Donor Information Donor Labs Tab Document the donor patient s lab results provided in the donor packet This information may be used in future research and your facility will determine the fields they wish to capture OTTR Version 6 0 User Manual 181 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Panas Cetrengeaptine Orawa Oar tebe Donor Mietory Dipan Nevwenry M
38. at __ se Sate a Sammie aang Diners A Dea ase gt er uu k 1 a6 Wee g Dono Last Marre Donor Fusi T in oaa Al Trenqgtead Gage Jap Bex ae E Cmimet Donne Daro Last Kama Doner First Name Conse Arthes LOoeer A Feet Gajan aga i Donor LNOSIJYJIE ARLE ZU 177E CAD n enpe h uhia Dei brea Dan hangpiet Type Lem Unretsted taranan Orpen Tree Kichey Double click on a highlighted donor to view additional information The Potential Transplant Donors tab allows you to view the potential recipient along with basic donor information that auto populates Transplant Type and Organ Type can be entered using the dropdowns next to those fields The Donor Plan tab allows you to add actions related to the donor The Match Info tab allows you to enter match grade information in addition to Reasons Not Selected if the donor isn t selected for transplant Once your potential donors are added you ll link the actual transplant with the donor when you add the transplant event OTTR Version 6 0 User Manual 187 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Transplant After you ve added all potential donor s to OTTR for your recipient you ll need to link the actual donor to your recipient and add the transplant eve
39. connect to the OTTR Patient Tracking Database Unauthorized use is prohibited Please exit immediately if you are not authorized to be on this system iTS e Username Enter your assigned username e Password Enter your assigned password e Server This should be pre populated for you You may be given instructions to change this at some point For example if you re in a TEST testing environment and need to be in a PROD live or production environment or vice versa e Vendor This should also be pre populated If it s not please see your OTTR Administrator e Always use this database This option can be selected if you wish to store the Server information for subsequent logins e Login Automatically Using Windows If your site has opted to use Active Directory this option should be selected Do not select this if you are unsure or if your site doesn t intend to use Active Directory OTTR Version 6 0 User Manual 8 2012 OTTR Chronic Care Solutions CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only ATIR Mecsaepe of the Dy OSTO trna n Dh Title Bar GiM GM pis Amt dhi joki wides pelo B08 a a eee a a t 3 n OE Gy 3 OT TR Massage ofthe Dayi Tracked Lesta s l Show Empty Tracked iste Stow All Users Tracked Liste Patent List Caut Peagpram Name Uont Log Actone M
40. date and time on the physical copy of the lab results sheet Lab fields Manually type in the appropriate results OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 80 All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS TEST ottreerectr ets 044 Auwtottaled LAS mtartece Acttoristed Ovest Pieters Comto Lab Date Cowrly Hoaltt Servces Liocters Chit Lae Freestyle Gucose Meter HS Medical Labis A Distesis Condes 5 Sampie Lab Farcit Lab Preetters of Nebraska Svr t toees Labormtory ine Testing Laboratory Johson La tom i Mttowte Chest Cancel Om ae E ty Mort ey eet I a OM NR Peo Ber we a oo OOO EN A oe ners to Poh hn ay Outpatient Inpatient elsewhere Lab Type Select the drop down arrow to select the lab type This is required prior to saving Flowsheet Values Tab Fields displaying on the Flowsheet Values tab are labs that belong to that particular flowsheet In the instance above it s the flowsheet that displays on the Patient Review window Hepatic A Antibedy MAY Totali Heute A GI AAR GH J Johteen Lad Chango e eT utpote EE Sync Lod Schodde All Values Tab The All Values tab displays all lab fields currently available in the database listed in alphabetical order New lab fields may be added to OTTR by the administrator if
41. displayed in yellow haven t been scheduled and items displayed in white have been scheduled and marked done The right click functionality is also present here to manage actions Note refer to the note above in the Diagnoses Tab for functionality information and to the Actions document for detailed information on adding and managing Actions OTTR Version 6 0 User Manual 136 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS History of Present Illness Tab Encounter Cragnases Rewew of Systems Patient Education Vist information Shortness of breath fatigue 53 y o male adm tod in March 2012 with c o shortness of breath at rast Was treated by primary MD for upper respiratory symptoms the month before Symptoms never resolved Recehed diagnosis of cardiomyopathy no tether hospital ations Delete Row Chief Complaint HPI and Interim Hx fields are all free text boxes available for documenting relevant information If your site implements a verification process you can click the Add Row button to verify Encounter Diagnoses Medications Labs Devices BMI Progress Notes Plan History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information In
42. distributed for training purposes only CHRONIC CARE SOLUTIONS Dereegemtecs Phere blenders Prigen Fis Ouieta Foret Name Mattie Mare Last Name Botu Adiwear Adde Oy IPn Courtry Past Code tene Phere Wark F w Teni MEE Brah Ca raha ME S425 0s AAD ERDNSSE STD TIE ern Cerra 402 549 854 422 247 Other Contacts Tab The Other Contacts tab holds the information for the patient s other contacts such as emergency custodial billing etc If you need to add to the contacts area select the new button and it will open a window for you to enter this information To remove a contact highlight the contact row and click the Delete button For the patient s emergency contact be sure that the Emergency contact box is checked taper Eucation ip Education Lesi 1 5 i u Tain Emp Eia Demographics Tab The Demographics tab holds information such as gender race ethnicity and the patient s functional status The education and employment fields will auto populate with previously entered information OTTR Version 6 0 User Manual 110 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Phone idertiers Progams L402 local 402 nome 402 work 402 emnbee ta Ta 402 pager satest ifaxe com favors iii fanz athar
43. f _Begn Samb cuor Paint Sade OOB 15May1365 SSN 43255 1250 NFU 4982013 Related Done SCT al Preti petjem miary teat 2 COB SAt SSIS MAN 40510169999 Leer Transi FACILITY Paner Osta Changes Sat tte GVHD Prophy ten utage fag on the Wikang medi on the Padew Derw Test DOG Osks 1542 fuer Irereptard FACILITY Panem Osta Changes Sat the GVHD Prophy mos usage fag on the following mods on Te Paen Dene Test DOG Wks 1842 fve Traveptors LIST All My Patents 123 Pater Deve Teet DOC OSs 1542 fiver Traveptard UST My Liver Travegtart Patients wage 3 IST Actes Liver Traeestert Patrerts Semeh LIST All Liver Tianaplant Pamenta s Feten Dano Test DOB ORALIGI fve Teevactary Mage Pi dete Broers 1 25 of IIe rewctes 579 ree Atd New Ady find Options Cancel OTTR Version 6 0 User Manual 61 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Patient Review Window The Patient Review Window shows you the most commonly accessed areas of the patient s record providing an at a glance overview et isst YO eres l whee ieres ninse auiae n TU MSOSI e o o O UTR fe yee Gm pet aed Toe frennen Doonan dere gt Ede Edie Dahk deai an Bo dni ma 7 The top portion hae Tisgbe DOS LAREN f idei deter hg o a Fp lann A Aii
44. ie o Oy aii kiwee Pho Hepes Paw Ohewteer vy AateT yee M hensen Hy et Ta O Lati Prrarere fer iboe Poteri Lab Premeder Laa Prectier Type POU Seri Pressey too Test Le Set cecery hoota yt Aeg amt HI Em OIE pat pits Ge pit pdi Jeck Dinie jistg S Fripe e Riise DOR f Retest Dber kilir funpe Q framin a e amp Geen lt B tative A pete Adtenoe 41205 Gist St Sute 118 Phone emoe 1382 196 2280 l T Fan Phar 412 358 2084 Cay Crrebe iaeoe NE Mate Cade TES Revewed y pester TE May 2012 Lad Powe Tye fw Lab Pte be O Corte tab dats HKS Sampie Lat faci Prerery lot Porcay i Secondary beep el Tox Leb sIcendey y9 Rompe tombet Addteter Highlight the desired provider from the search list and select the OK button to add this provider to the patient record Once you ve selected a provider you ll be re directed to the Providers window If you highlight the line item of the selected provider you ll see the contact information for that Medical Facility You can also select the Provider Type by selecting the drop down option If you are adding a dialysis facility to the patient s record you ll need to mark the facility as primary to populate some of the patient reports OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 54 OTR CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and
45. needed OTTR Version 6 0 User Manual 81 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Flowsheets If entering external labs the easiest way to do so is to enter them through a flowsheet Only fields defined for that type of lab grouping will display in the entry screen To enter labs on a flowsheet the select the Patient Master Menu select Chart select Flowsheet then select the desired Flowsheet type _ _ Y L i i 3 Patent Add Took Windows Hep Uses Configuration AuditLog Info Documents Change Fetch Date GpNotes o B TetDos Provides Review Chriek listings Transplants Encounters 2 Potential Donors v BMT Donor Renew BMT Review Window 42y3m 03 FEB 1970 Phone aa og a Oe e an R Diagnosis PRAHiansthar Chnical Tak Raia Allergies ime eee ooo Collections Renew Olinscal Alerts ia Demographics Carmcat Trals Dewices Deagnostic Imaging Window Disease Status Deatyss Labs Donor Search and Tracking Dialysis Plan Encounters Rowshests DateofLab Glucose BUN Creat Na K 123 Nov 1996 00 00 23 Dec 1996 00 00 23 Jan 1997 00 00 24 Feb 1997 00 00 26 Feb 1997 00 00 13 Apr 1997 00 00 18 May 1997 00 00 30 Jun 1997 00 00 29 Jul 1997 00 00 28 Sep 1997 00 00 01 Dec 1997 00 00
46. oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Donor ABO TTR Edit Lists Patient Add Tools Windows kelp z Find kd Review lt n Demo amp Ins Patient Add Tools Windows Help Change Fetch Date Review Ctrl F Calendar Chart Demographics A D T Devices VAD Encounters P Devices Death a Encounters Demographics Phasa Status Financial General Medical gt HLA Fatient Demo Changes Dono ABO Donyrcmy TaCo Mae nba L Text Docs Ch Pre amp 2 Me by lanadi t i P Deceased Donor DOB O1JANe1960 fh Referrals Ga Donor ABO The donor s ABO should be entered in the General Medical window of the donor record using the General Medical Icon the Donor ABO hyperlink from the patient review window or from the Patient Master Menu select Demographics then General Medical A ee eee 1r T caai eh a i ge pe pa Reet Oe pba Deter a fet L eee to Bee z e gt uu J P mwe E terres Ga tree iiin leeu 4 MEGa Dele of Lae ADO Ret fest Owe au 7 In the General Medical window add the ABO and Rh using the Add Blood Type hyperlink Once the blood type is entered it will populate the Blood Type and Rh Factor fields above Blood type is verified by selecting the Verify button The clinician s name along with today s date and time will populate in the field You will not
47. proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS eat Iowi VA jaj i Popas eee i etti ea at inadi Pa GT pe h peme Goal ph aii i mre S teem 1 S fra Ui rooe e fete we 0 e Miu Rlimg vagie FP sen Fh aniba ie pd r rasta came T Pit Cover Latter Sant 90 Care Prode a Raive we Check the Port Cow Latter a A ana reen harapan Creamer wan sf fz A4231 r Evite Wireest eS Decoran Weve Pine parias a ke te sard reper npa beter Conte pnt 3 hs Fastin Comin In the Report Options you can indicate who you re sending a copy of the encounter to by highlighting the appropriate person The Letter signed by will auto populate with the name of the person logged in and can be changed using the Search button Select the encounter you want to print using the dropdown arrow in the Select Encounter field The date that you want labs to pull from can be modified using the green calendar button next to the Lab Date field Select the printer using the dropdown arrow next to the Printer field Enter the Copies to print Auto Capture can be automatically checked for those reports or letters that you want captured for future reference If the report you re trying to print isn t set to Auto Capture you can put a check in the box to do so Click the Print button in the bottom of the window to click your report Cre Ge Le biet at Lee bree
48. this Icon opens the Progress Notes window for the selected patient e hores r 3 Selecting the drop down arrow next to the Notes Icon allows you to add a progress note to the patient s record General Medical lil Selecting this Icon opens the General Medical window for the selected patient which contains information such as Primary Diagnosis ABO verification and Patient Status OTTR Version 6 0 User Manual 29 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Diagnosis Problem List d Selecting this Icon opens the Problem List or a list of diagnoses for the patient Selecting the drop down arrow next to the Diagnosis Icon allows you to add a diagnosis to the problem list for the selected patient Text Documents hid Selecting this Icon opens the Text Documents for the selected patient Selecting the drop down arrow next to the Text Documents Icon allows you to add a Text Document to the patient s record Provid Providers Akzuseel Selecting this Icon opens the Care Providers window for the selected patient Referrals Selecting this Icon opens the Referral window for the selected patient Selecting the drop down arrow next to the Referral Icon allows you to add a Referral to the patient s record i Evaluations Evaluations Select
49. transplant you can link the encounter to the appropriate transplant using the Set button next to the Linked Transplant field Active Medications Active medications may be attached to the encounter You have the ability to review this information with the patient and mark the medications as having been veritied during this clinic visit To attach active medications place a checkmark in the Attach All Medications option box Active Problems Notice the Active Problems frame area If active problems have been entered for the patient they will display here These problems may be selected to be included within the new encounter under the Diagnoses tab Click on the Save amp Continue button Do you want to attach info since the last encounter eo Ge Ge You ll be prompted with an alert box to attach the patient s information since the last Encounter You can select Yes No or Never based on the information you would like to have pulled into this Encounter If you select Yes items such as labs that have entered the system since the last encounter will be attached 2 of the 2 labs are unreviewed Did you want to attach the unreviewed labs Attach all recent labs Reviewed labs only You ll also get another alert telling you the number of unreviewed labs You can opt to Attach all recent labs or just Reviewed labs only Once you ve addressed the alert messages the Encounter window will appear You ll see several tabs in each Encounter tha
50. vi Onori Tasun Gironi Age or Aga saa cena Decooned Soses Type Dehetre yose nogi purp 13 Abve xi wel yeri How Accent Por Dabs Started 4 Chet Dato Lat Luned Corner The entry is deleted from view OTTR Version 6 0 User Manual 138 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS Review of Systems Tab Encome Dagon Medications Lats Omices Gi Progress Notes Reen cf Systems Detaled Physical Exam Pain Asseemment ROS Within Nomai Umts Wither Normal Limits Except Deferred Generaized Within Noma Limits Witin Normal Limits Except C Dokmad Malaise O a Nome Milt Moderate Severe Anorexia Nome O Mid Moderate O Severe Weight Loss O Nome T Mid O Moderate Sovere Weight Gain A Nome Mid O Moderate Smere Ch ts O Nome C Mit O Moderate C Sawo Fira A Nwe Mit Moderate Severe n Now Mit Moderate Severe Click to expand and sin NEP OIE RE IEEE to minimize each ng None C Mad I Mod rate l Soare section ized Other obg Within Normal Limite C Win Narma Links Except C Detared ENT Within Norma Limits Within Normal Limits Except Oeterred Respiratory C Within Nommal Limits Within Normal Limits Excegt Detuned 3i Cardomecuar Wihin Normal Limits Within Normal Limits Except Doned Binasta C Within Normal Limits Within Normal Limits Excogt C Def
51. within the General Medical window All Pending Patients This list displays patients who have a pending evaluation action non evaluation action schedule or new medication To be removed trom the list the action must be marked done or medication marked as patient notified All Medications Pending Signoff This list displays patients who have a medication order that is not signed off To be removed from the list a user with sign off permissions must sign off on the medication Medication Changes This list displays patients who have had medication changes made but have not been marked notified To be removed from the list the Patient Notitied check box within the medication inspector window must be checked Medications Ending lt 14 days from now This list displays patients who have medications due to end within the next 14 days Patients are removed from the list when the medication end date passes My Medications Pending Signoff This list displays patients who the physician is assigned to which require the medication order to be signed off To be removed from the list the medication must be signed off Repeat Labs This list displays patients who have had a repeat lab action ordered and it has not been scheduled or marked done To be removed from the list the action needs to be marked done OTTR Version 6 0 User Manual 48 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to
52. your site Additionally your site will determine which fields you ll use and which you ll disregard OTTR Version 6 0 User Manual 166 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Listing Tab be a Lette Tere Maid rid ttetary Resty es Tiupiri Mobit Moody Sy Ten U Wahii Pach Uye Listing Date Displays the date the Candidate Listing record was added You may want to modify this to match your UNOS listing date and time Listed By Displays the name of the who added the candidate listing to the patient record If you added the listing in UNOS you may also want to be the person adding the listing in OTTR Organ Type Use the dropdown to select the organ type the patient will be transplanted with Listing Code Click on the drop down arrow to select a listing code This field won t be activated until an organ type is selected Code Start Date Displays the date and time the listing code was entered or changed Number of Cross Matches Enter the number of cross matches Listing Extra Days Enter the extra listing days if applicable Eval Score Date Enter the date the patient s evaluation score was determined if applicable Donor Height Range Enter the desired donor height range Lung Lobes Click on the drop dow
53. 002 12351 Pastieri was admitted for pnemonia and is beng 24 JU 2012 12 35 tt revision Patient was admated for pnemonia and Preated by hospitals team es being treated by hospitalkst team Sputum culture samt awadting results To edit a Progress Note select the hyperlink for that note The hyperlink displays the date time and care provider s initials who wrote the note Make the desired edits to the progress note Save amp Close Notice that the edited progress note now displays as having 1 revision Select the hyperlink for the progress note to view the revisions made identical to Text Document revisions OTTR Version 6 0 User Manual 94 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 3 You have the ability to write a progress note and send it as an email reminder Example You could write a progress note updating a care provider on the patient s status medical or financial To email the progress note select the Email Reminder tab e pie jpa jaa De peu ji lee Yee toe 3 j gt p A a H gt Ln gt teeta one apiti lho tee e tale t e toe ae a Select Add to choose the mail recipient The Send email now field is automatically checked If you don t want to send it upon saving deselect this option To send
54. 012 OTTR Chronic Care Solutions 139 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Detailed Physical Exam narin Cimperes Metcavars Late teim O00 Prapras titen Pee ttinterg ot Preceet inana PorviySacatttaisry Hievew ol Hysierss Desidtystai rm PunAsasmori Peet Eeceter VWatiskemaze ishliri Physa Enam O What Koena Lindis Whit Morvai Lists Except Cuire Eman Withee Mirraal Lisha Wiin Harna Linis Excagt Dekered TO W Appen Wel O Apyess F te Acute iitime Acpeam n Acute vres O C namawia E eirag l Oaren Obesity TO A Aani Oterted 3 Aotren Oviiitation dhaairnaity 3 Entina tiatia with Approptata Afari Adect Otda 3 Web Gaverad Caverirg ate J lt HERENT Eram YR herna Liris Wirin Moma Listi Erot Deier F Papih ExeetHesctee Pupi UrequallMorewecthe Ta Chow Orel Comte WEL sYa te Yeo Ke ee S Witter Morreal Lints A Withee Moves Links Erroma The Detailed Physical Exam tab is a collection of radio buttons free text boxes and dropdown boxes It functions in the same manner as the Review of Systems tab in the previous section Note The first section is titled Physical Exam and encompasses all sections below it If you enter one of the options listed above in this section it will enter that option for all sectio
55. 2 1803 Within the Summary or the Body of the text document a statement can be made about the received medical records If key information should be highlighted then make a statement about it within the Summary Line of the text document In order to attach scanned documents in OTTR you ll need to scan the image or document and save it to a local drive See your IT department for scanning copying Once you ve saved your scanned item to a local drive you can attach it to a Text Document in OTTR Open the document you d like to attach your scanned item to or create a new Text Document Scroll to the bottom of the window to click on the Add hyperlink Navigate to where you ve saved the scanned document or image Highlight the desired file and click the Open button Once you see that the document s attached click the Save amp Close button wet km ja Reet a et Gee tee heehee fee ee Diem klimp e M e Di E Jin g u La sw bem tere eae lee Vie ey mw Deb Lat lbe O ee OS ae Wase i y OTTR Version 6 0 User Manual 97 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Info Documents This section explains how to find and print info documents Many of your facility s standard documents have been added to OTTR These documents may be p
56. 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Text Documents This section explains how to create and attach new text documents and how to review existing text documents within a patient record If an interface such as Pathology or Radiology is present text documents are created when the report is sent across an interface They may also be designed to match your facility s standard forms allowing you to document manually on the form and track the forms electronically Signed consent torms and written insurance approvals will be scanned and attached to a patient record through Text Documents Text documents can be added using the icon or from the Add Master Menu To add a new text document select the Add Master menu and highlight Text Documents Select the type of document you want to add I je p pe bt fe e ear te 6 Bee PB feet ee ime Sime nom Om mara Rii gt gt Desmet nemini Docusrent Ders Hawaun i Daim tamane Law Mexitied tty lwatied Gece Wott Conmet ty Evatawion l Athtates eS Merwin Amaia ee IS D a Sa Ghane Aoa i Tite Gebew Avpoties Ogee 7 4 Yeo Ohga Ooga Qisha Sda Coctend Degeee Ney GES hanarna bes AThasem t yyh eee _ Pippoprisis ky age ore achwooisg Mussina T St Fogel Carn
57. 4 3 _ 7 ja ye G town 3m tom n tow tesies lt lt kee ass a A Repe D ee e A e l A O tere ee wm soe a Enean 5 gt ts oe la al Veet S laaa gt option for adding a Progress Note you ll be directed to the New Progress Note window OTTR Version 6 0 User Manual 93 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Qe pja ya ban get bee mis ine n n P C tee few me r lt we fines Damm ia Ruge UET Fdan Pte tory sae 2012 1 A ae rewterd ieee l TEY _ _ TI Kei Nate Lami Moter z lant bhaine f ho Detsuli Default Yoahent Summar HLA Note Comment Type Select the drop down arrow to select the type of progress note which will be entered This categorizes the notes and allow them to be displayed by comment type Enter the note in the free text box provided Save and Close You ll see the progress note displayed on the Patient Review window ppontment Venhed date and bma with patient and confirmed receipt of lab appomtment Yenhed date and time with patient and confirme d receipt of lab order slo jorder slip PUL 205209 10 Sik Prograf value card given JUL 2012 09 10 Sik Prograf value card given l 4 JUL 2
58. 46 If you re working in multiple records or have multiple windows open utilize the Windows master menu option to re enter a patient s record from where it was previously left You also have access to the various toolbar options from the Windows master menu to activate or de activate toolbars as needed 8 Help Master Menu Help Copyright About Installation ID Mew License Key Search OTTR Reference Manual OTTR Web Site OTTREmt Manual To view an electronic copy of the OTTR End User Manual click on OTTR Reference Manual For support purposes if asked what version of OTTR you are running click on the About menu option to display your version number OTTR Version 6 0 User Manual 38 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Tracked Lists The number next to Tracked Lists details the number of tracked lists that currently have active items Message ofthe Day Tracked Listed Show Emety Tracked Lets Patam List Count Program Name User Logon Logon Alert Actions My Pending Actions All 2 ver Transplant tuso Yes tions Pending Actions Not Dome LrerTran 280 LreMsansplant tuso Yes waiting Liver Transplant Awating Coordinator 202 Lior Transp Actions Pendin
59. Alert Clinical Trial Diag to Problem List Encounter Ctrl Shift 4 Samantha Test k Add Evaluation Evaluation Financial Insurance Mote Insurance Plan Adult Heart Transplant Evaluation Pediatric Heart Evaluation VAD Evaluation Heart Failure Evaluation To place the patient into the Evaluation phase add an evaluation record utilizing the Add Evaluation option trom the Evaluations icon dropdown or from the Add Master Menu select Evaluation then select the Evaluation you want to add Note your choice of evaluations differ depending on the program s you re assigned to For more detailed information managing items in each tab refer to the following documents Encounters Actions Labs Diagnosis Medications and Progress Notes OTTR Version 6 0 User Manual 147 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Eval By Kombat TAa Domom ig Cantislogy Consutt M HIT anthody recent heparin exposuee Dental Consult T Hiv wine creatinine chance T Nephrology Consult T ttameadiate strenght PPO and Candida contra skin test Nutrition Comedt 7 hast Xray PA amp taimis OR M Pryetslatry Corsiti IT Piimtotaty Function Testa PFT Chest siegte dew Ponisi T Bedside sgiometry Electrocantogam ro Pas no routine wiat heast 12 leads w
60. ENEA A A EET 59 E E ha pag te ta E T E E eee NS 59 Pavan od Bg ere AE E E E AE EENET 60 Patient Review WiINGOW ene nen eee enn ee nia ne eed cito Ne ear Kinner re eRe nai 62 FProbiem Lsi Bl ole gte li semreee ere te neeme rman Tent ates ea eeaiy ye eee rr ere nTne sy Saint tee nar mt Nt iy hen a EiS 64 Propio E orcs ai eiei oan enone dauweie N EE 65 POS E E E E EEA scence necing AAEE A ecu 69 PAI an a O ee E A E E EE E EAE 70 Te PE T E E E E A E E E 71 O E E ET A E 73 S SCN Wl ptr pendarnnatas nuevas E E E AEA E 73 A POMOrI ZA On TG saacissancacnicsuceonscenecnaeaienssdince econ tahoe EEE E EEE E S 74 OTTR Version 6 0 User Manual eg 2012 OTTR Chronic Care Solutions OTA CHRONIC CARE SOLUTIONS Standard Actions cccccccccccccccccccscccccecccccecs Evaluation ACtions cccccssccccccccccccccccccccces Evaluation Report cceccscescecesceseeeesesseaees rder 51S esereuisreocen rite ern rnek ni EAS Fill e E E N Mac labg ecira R NS Patient Serology ccecescesceeceesesseesesseeseeses I Ers e ie ATE E EEE Marking Labs Reviewed cscscsceseceeceseseees Text DOCUMENTS ccccccccecccccccccecceccecceccceccecs Revision ISIONY cuosestdvisesrencsiasoderypatsiesessincewinake Deleting and Retrieving Deleted Documents Viewing Text Documents scesceseeseeseeseeses Progress o oo eee ane ee eee eee een Scanned Documents csceececeececceceeceesensece
61. ER tom REGGERSON EDUCATION PC 10 0 1 157 an O4 Apr 12 09 18 Click on the Message of the Day tab to view messages that your OTTR Administrator wishes to communicate with you such as scheduled downtimes system issues words of wisdom etc If you ve viewed the Message of the Day and don t wish to see it again select the Don t show these again option To view the messages again click the Show All Messages option Note The last login information will always display in the Message of the Day tab and can t be cleared It shows the last login information with the date timestamp OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS General OTTR Functionality Outlined below are some basic principles and tips for navigating through the OTTR application Exiting OTTR Edit Lists Patient Add Tools Save Ctr 5 Refetch Ctrl U Print Ctrl F Frink Preview Save shortcut Open shortcut Export Import Emergency Access Change User Cbrl ShiFk Refetch All Lock Fiz Preferences Chea At the top of each window you have the option to minimize maximize or close exit the window If you re exiting the application completely remember to use the OTTR Master Menu and select Exit
62. Effective Date pn Medicaid Information can be entered Hospital Assistance Hospital Assistance Initiated PFS Contact Patient Financial Documentation Received sent for Hospital amp University Review Hospital Assistance and patient financial services information can be entered COBRA Active COBRA E iem re he COBRA Effective Date HH COBRA Termination Date HH COBRA Assistance COBRA Assistance o g Initiated Monthly Premium Payment 3 Application Sent to Patient Application Received from Patient Application Sent for Review Application Received from Ts ea Review 5 Approved Unknown Yes C No start Date Reverify Date HE COBRA information can be documented BM edicare Medicare Retirement or o Disability Date Medicare date can be entered if applicable OTTR Version 6 0 User Manual 116 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Verification Tab Folicy Info Verification Policy Holder Company Info Coverage Info Authorization Numbers Donor Organ Acquisition Global Other Benefits General Benefits Transplant Benefits Precertifications Info Documents Insurance Scanned Docs Clinical Trials Cov Prescription Benefits Approval Letters Denial Letters Mark Reviewed By Sar
63. Ifo onsets leat whee itoy Master Menu oc PAEAS Served Lo Utilize the master menu to display options in a menu form OTTR Version 6 0 User Manual 11 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Spell Check Test Heart AD 3837634 NEW Discharge Summ Spell Check QTTR Edit Lists Patient Add Tools Windows Help e patient was discharged and sent home with regver Received dose of M504 before leaving Fid r z Review es Demo Bins caregiver DOB fh Referrals ko Evaluations fai Listin carver ii Carver Document Revision History career Document Date n Date LastModified _ _ Last Modified By Color Key misspelled Z blocked Cancel OK Spell Check The patient was discharged and sent home with careqver Received dose of M504 a efore leaving Spell Check Iof e patient was discharged and sent home with caregiver Received dose of M504 before leaving magnesium sulfate morphine sulfate Color Key misspelled blocked Spell Check The patient was discharged and sent home with careqivyer Received dase of morphine sulfate before leaving In areas such as Progress Notes and Text Documents there is now a Spell Check option After typing your entry click the Spell Check button to reveal blo
64. Manual 2012 OTTR Chronic Care Solutions Patient 4dd Tools Windows Help Change Fetch Date Review Ctrl F All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only N Calendar E Listings s Transplants s Enco Chart Demographics Devices Encounters Financial Info Documents Insurance Pre Transplant Providers Registry Forms Reports Review Text Documents Transplant Bacal Clinic Schedule Every week Abdominal pak 1 E amt Existing Reports Ts Phase Reports VAD CMS Comprehensive Medical Report Oracle Comprehensive Medical Report SOL Current Medications Oracle Current Medications SOL Encounter Oracle Encounter SOL Ope Patient Calendar SOL 201 All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Expired Patients Change Fetch Date Review Ctrl F Calendar Chart Demographics Devices ates Death Info Death information for expired patients can be entered using the Death Info icon or from the Patient Master Menu select Demographics Select Death Tesi Heart VAD 3831634 Deall TEST atirsartacinadhs 3 146 OTTR ER ets pnie Ae ook Windows teh fs o Rewa Demno i ins pon E Peter iy fvsustons gt 2
65. NS Evaluation Report Dera Edat 003456 Adult Heart Transplant Evabislion otirsa e arer chreplarweticwttr Crh Ge iis peie Act foda Window tee See A Fre gt Renew few Gis r ma Lms oi 9 A tetea Q readers eaa wO encounters Eva cates Acbons Degrases Lets Bu Progess Notes Rich Factors hMistery of Present Engs Fandy Social Hetery RevewatSysteme Oetaded Physics Eran PaeAssesemet Pater Education Visd briormatisn Ene Attach Getach Scted Date Done Date Outcome Carercert Elecincadigam mune wal kari 17 1SAp 2G OGADA Ape 212 mpresno Alna Fibrat fttt Head Chalatai JEE ISAD DE O Ape 208 MAD presen 5D coches al Passe ie eis ea E f i i Oran gd chat Dare NINO Ape OTP OR 19Ape 0 State By Cariology Consul T ee O8 Aar I0it b24an Ek creadi gram routine 10 Apr 2003 hapression Atrial wt kasi II ead Falata mirterp retztion B report Doppler echocadiogaphy pa mpileia Of Agr l0iz Pian FighbLet Heart 04 Apr 2007 Cah eei ation 13520 URO GREAPT PLOG W KUB TOMOE Pretransaland ewa luati orks LAD After adding an evaluation for transplant or ventricular assist device the actions that are ordered and attached to the evaluation will display on the Evaluation Report As actions are completed during the evaluation process many sites will copy and paste the final impression of the test into the comment section of the action This allows you to
66. ONIC CARE SOLUTIONS Patient Education Tab Srcewde Geysen Medicaticee Lose Cevicee eva 9 Pregeee Hasa Pua Hisy of Presord Mime Fun Gocid Hamp O Ae Spe Daed Pepe Ee e Ps dpHene Pebrvcdecwicn Virtue ni Dower fore E D n Bee Mares p i L Eiir Dibi Di T apj Click the Add Row button to open the documentation window and use the dropdown and free text boxes to enter your pain assessment Click OK when finished Ce m jr Educator feat Coordinator Toal Pisdcaton intomation shost wre dacosson Evahuaten Nertntret uveeestareing Cumnarraaets eS Erhecater Rabi Caortnster cecal og Your assessment is now entered and displayed in row and column format To see the full entry double click on the row that you want to view To delete an entry highlight the row and select the Delete Row button OTTR Version 6 0 User Manual 142 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Visit Information Tab ort Edit Lists Patient Add Tools Windows Help i ee ret PCy nd z Review Demo E Ins Heart Transplant Cardiology vat DOB 01 I4m 1958 Bh Referrals fo Evaluations Et Listings ys Transplants i Encounter D
67. OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Active Protocols This list displays patients on an active protocol within a program To be removed from the list the protocol end date must be entered Chronological Protocols This list displays all patients that have been or are currently active on a protocol for a particular program in chronological order Patients are not removed trom this list All Protocols This list displays all protocols available in the system Active Referrals This list displays referrals which have been entered into the system and have not yet been ended Patients may display on the list more than once if they multiple open referrals To be removed from the list a referral End date is required Chronological Referrals This list displays all referrals documented in the system in chronological order Patients may be displayed more than once if the patient has more than one recorded referral Patients are not removed trom this list Counts by Referring Physicians This list displays all referrals and distinct patient count of referrals sent to the program by an individual physician Referral Outcomes by Referring Physician This list displays the count of number of referrals that have occurred for that physician with that end reason and totals the number of patients in that category A physician row is added when a new combination of referring physician
68. Orit CHRONIC CARE SOLUTIONS OTTR 6 User Manual August 2012 OTA CHRONIC CARE SOLUTIONS How to Login to OTTR ccccceeeceesseeeees General OTTR Functionallity 2c0008 Fe UM tie econ an en eee es eee ies Movida asiAccnsoechancesettencecuteence etieecaccte Spell Check srecscinescevesmwcecuuneeseaeanieoeacacenns Enienng DOGS cerssscenmestescccastensceemsesaccunenss P a E ex silo CNG PATERE E PEE EE E S i EE E EAT EAMG SOI EN AEN AE E canes Setting Preferences ccccceececeeceeseesenees Vals o 10 e e ater ner mere ee ee ere ST eere seu Fetch DGIG 10 22sn2sessctssontssiaorneviasssesaencsiees LOGOO iranier re rre rae Peery errr Look and Feel cece cccccccccccccccecceeees Password Change scescecesceeceesessesseess BG GION EEPE E E TO ETET Advanced sssssssssssssssserrresesersssesseeeeees Master Menus scsc xeniderdecrectutnentisesecseateosint 1 OTTR Master Menu 2csceceeeeees 2 Edit Master Menu ceceseeeeees 3 List Master Menu c0cecececeeeeees A Patient Master Menu 0c ceceeees OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only All information contained herein is confidential and proprietary to OTTR Ch
69. Oueed Mechoabon rita Actions int Done thot chens ed wy leegerres Prebrretary E Detetedt marire Diagnosis Inactive This color displays when a diagnosis has been entered on a patient s record and marked as Inactive For example a patient was treated for pneumonia that is now resolved and no longer an active problem Interface Results None This color displays when a lab result has come over the interface and has not been reviewed Interface Results Pending This color displays when a lab result has come over the interface indicating that the result is pending Interface Results Preliminary This color displays when a lab result has come over the interface indicating that the result is preliminary Interface Results Final This color will display when a lab result has come over the interface indicating that the result is pending OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 19 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Defaults Select the Defaults option You have the ability to set default options for Manual Lab Entry Medication Entry Home Address State Province Country and New Patient Status Treatment Phase QTTR Echt ote Povere Add Joots Sindona Hiep N Fd Paian at Prae Choose y 0 t
70. R Version 6 0 User Manual 31 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Master Menus The OTTR Master Menus are displayed directly below the title bar and consist of the following options OTTR Edit Lists Patient Add Tools Windows and Help Note Options that are greyed out aren t available in the current window 1 OTTR Master Menu OTTR Edit Lists Patient Add Tools Save Ctrl 5 Refetch Ctrl U Print Ctrl F Frink Previews Save shortcut Open shortcut Export Import Emergency Access Change User Ctrl Shire Refetch All Lock Fiz Preferences Exit Ctrl g Refetch Refreshes the current screen If new information has been entered and does not display you can refetch this information from the database to display it Click Ctrl U keys to accomplish the same outcome Print This option is useful when graphing labs or printing a text document Click Ctrl P keys to accomplish the same outcome Print Preview Use this to preview an item prior to printing Save Shortcut This option is no longer used Open Shortcut This option is no longer used Export You can export a list to excel by selecting the export option Import This menu option is not utilized in the client application It is utilized within th
71. SOLUTIONS List Descriptions This section reviews many of the standard lists in the OTTR application that we feel would be helpful to familiarize yourself with Active Patients This list displays only Active patients Each patient should display only once To populate the list the patient s status is active To be removed from the list the patient must have been marked Expired Lost to Follow up or Inactive All Patients This list shows all patients within the program It will include patients who are living expired active and inactive Each patient should only occur once on this list To populate the list the patient is entered into OTTR and assigned a program Patients will not be removed from this list All My Patients This list displays all patients within the program who are assigned to the current user To populate the list the current user must be assigned as a care provider for the patient To be removed from the list the care provider must be removed from the care providers list within the patient s record Actions Actions Due in lt 7 days This list displays actions that are scheduled to occur within the next 7 days Patients will be shown once for each action To populate the list a scheduled action must be occurring within the next 7 days To be removed from the list an action must have a schedule date which has passed today s date Actions My Pending Actions All This list shows actions that have not been schedu
72. TIONS PUSH WA hs cpaoncasin eos becca saececad E NEEE E E 169 BAG EM e octets ace ena E ess eh umes age ase ee A EE T E A eae E 169 Mo al Lising Mme loo erence nes Sree rae eee Nene Tne T RS 170 PROG OTIC TADS serrtsccresacswatnenacanceiauanecnxenteiduanagnetmeainaniedusnaekeeneneensasniguntmacownedeidaacey ens 171 Pen a a E EE TEE E E TEENE 172 PTO AEA E TEE A A E E I A E S E EEES E A E TE 174 Deceased Donor Demographics oeessseessseessseessssessssesssocessoesssocsssocessoeessseessseessseesssee 175 Deceased Donor Death Info cccccccncecencenencecenseeenseeenseeensesenseeenseaeeseaeeseaeeseaeeseneesens 178 NI FO accra aot E E E E E E EE E abyss eee noses E EE nace 179 Donor HNO eeren aar E E EEI EAO EON ATEN EEE AE 180 Adding Polenhol DODOCS hacctasctcet cnet sanenseercisaanpsacnsmnntidererernnmmnetennoneaeuminiqusiagseneesaiuneaias 184 Viewing Potential Donors sseesssseesssseeesssseeessssecesssecessseecssssecessssocesssocessseeesssseeessseee 186 Ton parea n E E EN E EE E EA EAE E AAEE 188 Cenei TOD perra E E assoc E E E 189 SUSE ae E E E A A OANEI EO E A E I E TT 190 w aE a EE err rrr crore ar 191 O E a E A anette teaaeeetan ae 193 Diels ic T oP ree en A TON TERT Creare Tevet Teen mere ae eT Tere eee eter ree ree ert Te 194 TSS oons TaD oreren aa E EEEREN ES 195 FACOG roai TADS eeo EEEN EEA EE OOA NE 196 Gilosing the Lising Record eensuipesiresrer inan EA RE 197 Patient Schedules and Calendar enooneeesss
73. Vee ad Lo We bo L thee men as ive aw le eee ee rere the Delete Row Information captured here is considered to be discrete data which can be pulled later tor research or report purposes Some physician s choose to scan or attach a dictated report in lieu of using this tab OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 155 All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Review of Systems Tab tae A u n Las p 4 ha Serr bested Ppoc my tn ta E ot i Fren Merce orety Wither lare Lewes Sec er eer Ganau Wew horu Lowes Dat haaa laa Cice Leim ed ippa Vee larg wt ee erg Lers toa were ent Artn iarta Ura Wem liwra Uate Seco Tehe arso 1 WVitew tent lowe Tite fw oes ale hetero Urteemiy Fabr liag ee Wee Merwe Larta Corset _ ismet b Desne Wikan ma sg L Fra ipa lowa Lets Dicc Detar eee atepeee T Wee lera rate hte beag a f wh ag ter et ieee gt Weer Noe Lowes ites eres er Ceres Cot heise Wes leew Lees Mian hsnas oe Dee ete ed Wim Meret Lire Mi leeg m ee tw i Pope Wite Mews Lewes Wile Mer lees tees Diiw i Oferta Dees Fee at od Wie Me wig e mte oe oe wee Information captured here is considered to be discrete data which can be pulled later tor research or report purposes Some physi
74. a Kropf 2T JUN 2012 06 30 38 0000 Effective Starting 04 Jun 2007 piii i Verified On 01 May 2012 10 19 00 Verification Additional Information Eligibility FO Phone 1 Eligibility FO Phone 2 Eligibility Phone 3 Customer CO senice Rep eM edicare Verification Medicare A Tr mE Start Date Medicare A m Term Date Medicare B g Start Date 2 Medicare B o FE Term Date Effective Starting Enter the date that the insurance coverage started Until If coverage is known to end on a particular date the date that it becomes ineffective Verified On Enter the date that the insurance coverage is verified Reverify On Enter the date that the insurance is due for re verification Medicare Verification dates can be entered The patient will populate the Financial Pending Benefits Verification list until the Effective Starting and Verified On dates have been entered They will fall off the list once the dates have been entered OTTR Version 6 0 User Manual 117 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Policy Holder Tab Policy Info Verification Policy Halde Company Info Coverage Info Authorization Numbers Donor Organ Acquisition Global Other Benefits General Benefits Transplant Benefits Precertifications Info Docume
75. a goid Peirao ues KDOR Ceperente M 1 105 aD vonar TAS HPS be civ eget M re me spit Detvevior sritis SUR Oke dipa rer haai 0 hap panman ahn HEGO diipi oi KD pas betentct within PPh Dee OP bee bey W teeter St yay coer OAC balers de ores freed wepersierr al earl a retest pumE kmen prerie cheat inoin 2e wd 1007S Piette resetame Segt wpa nastia vetis pit ti perot E herari pomitierer chet tegtt IT wath 10 An nibe POO dtpmardemiirenn Mo pot wuttetcornd pu diea Peover Ips soid wrebovPare och Dectguartt iweedctas magni fort rorral coens iana Ma T S ates ont mmi armai horra Tipi sarssord attan Fort rares nerra acem LpA wer seng 44 leet eara ormai opera ipi sars ouf ism Dor sorta ronha haral Iyi barsaat t Sort reeres norai permi Upi ere cert This area is designed for configuration only It should only be accessed by the OTTR Administrator If at any time you are able to view this area please let your OTTR Administrator know and DO NOT make any modifications OTTR Version 6 0 User Manual 22 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS OTTR Idle Timeout Minutes Your OTTR Administrator will have this set in the back end to be compliant with your hospital s regulations You cannot lengthen this time beyond wh
76. aD k Mew Patient Referral wo Mew Patient Since the deceased donors don t go through the same referral and evaluation processes their information is entered in a different manner using the New Patient option from the Find Patient icon dropdown OTTR Version 6 0 User Manual 174 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Deceased Donor Demographics QT Go Lote Lett S i pme Simar tio a Me Fa Om Er gt m O Oho e Dmanisi O08 essit Oh tamas gt Gy testers itl tra Danawi mi Employee HomeAddess toc Tangadi Education Othe Contacts Desuspaphits Phere Waniies Poegans OTTR ID tarnrn Prete l Fist Nane UNOS 3343 MideNone imime ow Sifs z Maiden Nera Sen iene oo M Ade Phats Char Phais Current Phote General Tab When entering deceased donor information only those fields your facility decides to populate should be completed The OTTR ID is an auto generated number DO NOT enter anything in this field In this example Donor was entered for the patient s last name and the UNOS Donor Number for the patient s first name Genersi Beth Employee Home Address Loca TempAddiess Education Other Contacts Demographics Phone tdentten Progam Birth Dato IMa 1970
77. abs No lab type was selected at time of data entry MEDICATIONS Patient Not Yet Notified Active Medication Closed Inactive Medication INTERFACED LABS Not Yet Reviewed Lab Rule Violation Inpatient Labs Outpatient Labs OTTR Version 6 0 User Manual 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only DIAGNOSIS Tentative rimi e a A Veritied Negative Confirmed Previous Medical History or Data Conversion Inactive ACTIONS Not Scheduled Not Marked Done Urgent ASAP Next Available pal ADT LE oetines an unmatched OUT event event that sets the patient status to outpatient such as a Discharge even without an Admit event that matches C unmatched IN event events that start the patient stay such as an Admit event without a Discharge event that matches L e IN and OUT event such as an Admit event with a matching Discharge event or Discharge event with a matching Admit event 204 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS General Daily Workflow Coordinators e Check My Awaiting Coordinator Review List o Send appropriate items actions for physician review o Mark items as r
78. ach electronic files to the text document After selecting Add choose the document from the folder in which it resides Note Fields shown may vary depending upon the type of document selected OTTR Version 6 0 User Manual 89 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Revision History ea A jl tte s 1066 OEtete oe ae g j p OD i bet Tee H i Teri fee D Aan l Dii ee io hasi A hamsi E s Ti s a F kada Q Sere z Deesa my Revision History pa EI T IT EIN M By o ne FI MAR DST OA da l DI VWA INN N Text documents can be modified or revised and those revisions are tracked To view a text document s revision history select the Revision History tab Select the revision you wish to view and click on the Compare to Current button If there are more revisions you can also select Compare to Next which will show the next revision a issi eee X D e pe el ae SH e _ DTe pie ete Benet Att je ee ibe tadheet What was originally written displays in red and what it was changed to displays in blue You can also see the modified date as well as the person making the modification OTTR Version 6 0 User Manual 90 2012 OTTR Chronic Care Solutions All info
79. ain information highlight the row and click on the Delete Row button Patient Education Tab Eww Actions Duges iate cea SeassetDourwes Prepesstites Rak Fanos Hetty Pret Bees FaniyiSocel kino Rew Sym Detaited Phasis Exar Pat hamim Pan Etecaton Vat wormaton Selection Conmmnoe lero e po jn jose jo pa pae tee i m m E tee kaw _ gt t ieo tonser soosi ham TLA KCL ta I anm Use the Add Row button to document detailed education given to the patient and family Highlight the row and click the Delete Row button to remove OTTR Version 6 0 User Manual 157 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Visit Information Tab Type of Visit Use the drop down arrow to make a selection Location Use the drop down arrow to make a selection Reason Use the drop down arrow to make a selection Attending MD Click on the Change button to select the attending physician RN Enter the attending RN s name Patient Missed Visit Click on the Yes radio button if the patient missed the appointment Reason for missed visit Use the drop down arrow to make a selection Comments Free text field Note Your OTTR Administrator can modify the selections available in the dropdown boxes to meet your ce
80. al 168 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS History Tab Listing History End info at Listing Time Organ Code Begin Liver Mew 10 06 Sep 2010 1348 06 Sep 2010 14 13 Liver M l 13 06 Sep 2010 14 93 Each time the patient s listing code is changed under the Listing tab a history is created and stored here End Tab Info at Listing Time Listing Code Change Reason Listing End Date 01 Jul 2012 06 25 00 gn Unlisted Reasons Fatient Transplanted Listing End Date Displays the date the candidate listing was ended Unlisted Reasons Use the Add button to select reasons for ending the listing Unlisted Comment Is a free text field 169 OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Info at Listing Time Tab Listing History End Info at Listing Tim Meld Peld History State Province of Residency NE Postal Code of Residency B6064 Home Distance from Center Local Distance from Center Height 152 4 Weight 65 772 FRA Current FRA Feak Alphoid Oxygen Req at Rest special Measurements Dialysis Started Dialysis T
81. ame is displayed If you are utilizing the search fields enter the provider s information and select Begin Search Once you ve located the provider from either method you can either double click on the line item or highlight the line once and select OK OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 52 OTT CHRONIC CARE SOLUTIONS Creating a New Provider In the event that your search returns no values you may need to add the Care Provider to the database If given the appropriate permissions add the Care Provider by selecting the New button within the Care Provider Search window You will be re directed to the Person Provider Inspector window If you are entering a care provider you will only need to place data in the following tabs Name Contact Information Billing Address Identifiers and Care Provider Types The other tabs are for building user accounts in OTTR and are utilized by the OTTR Administrator If you don t have Admin permissions these other tabs will be greyed out CREPT EE _ au tare dte Marre Nerze lharte RA Lires lorie Cege Sear a d Altre Veron L Vieorrs Cern eau Vi Sete 1 O97 Comer Oa Wsi Dan Lewes HM Sede 5 425 tt Comet Mention TH 2 orm Mey Daa 2 545 10 Gred aran T ene oe a N Fam tasea rete live leonard Proves eerte Metical enpe lhrebe J dds wes Sewn ju Adi eote few amp amp rew pma all bosa b
82. an taa All Food Atergy Types idemtfication Date Desception Reaction Sewert Food Alergy 4200111 Avocado hwes moder To modify an existing allergy double click on the row that you want to modify to open up the Allergy window To add a new allergy click the New Allergy button eat Peart VAN INITE Aberay TIsT af sar e Andha AL Select the Type and Severity of allergy using the dropdown boxes OTTR Version 6 0 User Manual 56 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS M Search 6 mercaptopurine Labaca lamina idoti lacata accelarase 1Ace inhibitor jaceiutola lacetaminophen with codeine acta oletida jacetx dCetohex am e acmogheanarine jacetyicarhbromal acetyicholine aceyicystene Jacicophilus Pepe TZ225e2 Search Text All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only TEST ottreer octets boas zj Sreang 1 200 of Wtr mansas 1008 wee i atinin Word Match Substring Aad F avota Cias Cancel ox Use the Set button next to the Allergy field to search for the name of the allergy Highlight your selection and click OK or double click on the selection Note You have to first select the Type of allergy prior to entering the name The search box displayed is determined by the allergy type The Identified On date will populate with to
83. an the signed copy back into the patient record OTTR Version 6 0 User Manual 161 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Evaluation Report If you re unable to present the patient electronically using the OTT patient record being presented which displays all of the information entered into the evaluation record This report may be R application A report may also be printed for each used during the committee meeting or can be sent to the referring provider as an update e h Gm 1 2 teem fi Patsy RI HOTT Ci pigra cates i DMT Dadua PMT E r alsstita it insacc Fepit Opters mae Prowew Coptue See z taeng i Secondary Fotoring MD pOther Piyacior Pee Cover Letter Sart to Gau Provade Choch the Part Cow Lanor IAAI Kidaey Trerrephert Evaksation Titiak Di Asp 20 Dorte l Wecreantt PS Deorirmeri Atter Copies fi meee price s udm ter earch mpat optier batere continuing Samed avias nade Fem T Auno Capte Select whether or not you want to print a Cover Letter Highlight the Care Provider you re sending the report to Be sure that you have this type of care provider assigned to the patient as it will pull this information into the report Use the Search button to indicate who is Signing the report
84. and certain lists are driven based on the assigning of Care Providers such as the My Awaiting Coordinator Review list There are several ways to access the Provider window Patient Review Screen Hyperlink the Providers Icon or from the Patient Master Menu Fearne cere p heed Trem eai borer erupe freee Nate Te weree tenes un O EERE Aman Cre TEP teeter Be dct Pe aoe ee e ou a m Ss ic cr gm ja po De imwe AA pah pua ey A eL D Doms amp i ee we Uds Tosgiit OCR DAPET fi etek D baxsa ilip ugha Q bkosim Q Ritsen EE TF e Lp Mi i lent Dots e Preet ILSEOP Oe Feim hds 1D baw Ges sunt ane Daun San 1 i EV ainean pos gt PZ s i s Pale 2 ie DU Data Poke igi a he Fos Bete ere UI ai 8 ee jh Text Tenis Of 5 AAR 4 Lo ainina ad tarsa nats TENTIS ES E eta Tee ies SEFE hiss t Serum Lab Fatai er ww w t Pung ma Add de D444 EEE Be lt J i gt aS FR o6 insi liame LO 4 ut Dh Bre AL bos DP Mam Pat aay Fas ey Oact Soe a ere Panau Prge tew Fua i n fever bas a ss o A Did j t r gt Ue m 0a reyot A r Araba nocy cert 2 Pe Pam Dza Charges Sat 4 i rie F Pa LAHO FPeptyians ore pen fagon te amp m be reti os Fe onpa wires tate Ee be aaan A 5 EA treet eam b tesi e bee ts pama P recoate rece wa am 02 Larges Set Pe Once you ve accessed the Care Provid
85. and referral end reason exists within the database All Active Schedules This list displays all patients who have an active schedule The patient is removed from the list when the schedule is ended Overdue Schedule This list displays patients who have been assigned a schedule such as lab or clinic visits and the information result or encounter has not yet been entered into OTTR To be added to the list an expected schedule date must pass and no result entered To be removed from the list the expected schedule date must be reset or the expected results must be entered Schedule Changes This list displays patients who have had a schedule added to their record and they have not been notified To be removed from the list the Patient Notitied option must be selected within the schedule inspector window Upcoming Events This list displays the patient s last name first name schedule type frequency next expected schedule date last schedule date and the schedule end date Active Transplant Patients This list displays active patients with age at time of first and last transplant To be added to the list a transplant record must be created with a patient s record To be removed from the list the patient must have a date of death entered Transplant Chronological This list displays all transplants in chronological order To be added to the list a patient must have a transplant record Patients are not removed from this list Transplant
86. ant inio r Yes C No wba haste ot transplanted Caenin LEASES EES EET tage ng ates ue wer LVAD prera fot jul 2012 T Mitat hastea bigs p very Coudouy saws Explant reason Transplant Der specity l F Techemmarey Transptant date r h laiada J foumidthyyyy 01 Ad 20 2 i Watts ET General Surgery Status Donors Tissues Organs Heart amp Lung Heart Transplant Tracking Heart Transplant Number Depending on the type of transplant performed additional organ specific tabs will be available to document items specific to that type of transplant OTTR Version 6 0 User Manual 196 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Closing the Listing Record Alert There are open candidate listing records Would you like to close them now yo vow them When the Save button is selected while entering Transplant information a pop up message will display asking if you want to close the candidate listing record If you select Yes the listing record for the patient will be date time stamped and ended with an End Reason of Transplanted dm An A a ter Aa AM A a Heart Travcplert Heart Retrencoteres Heart Traraplert Active Trarmepdart Patients Heart Crecaplert Ratrareplents Heart Transplant Transplant Patients N Ahebetica Ordet
87. arsgtart Benetts Precentifications info Documents inswance Scanned Docs l Cinical Thais Cov Prescription Benefis Approval Letters Denial Letters insurance Type Primas y Policy 98726455 Group H0 193784622 Mede Health Sus an Smith 590 885 8877 Additional Case Manager into Toll Free Number Address This tab provides intormation which the financial coordinator will need when contacting the insurance provider During the initial insurance verification process they will complete this tab for future reference Insurance Type Use the dropdown to select primary secondary self pay inactive etc Policy Free text the policy number Group Free text the group number Drug Benefit Plan Free text the name of the drug benefit plan and plan number if desired Case Manager Free text the name of the name and contact information in the applicable fields Additional Case Manager Info Use these fields to add additional information related to the case manager OTTR Version 6 0 User Manual 115 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Medicaid In Application Application Filed HH Medicaid Specialist E Assigned Approved Denied Unknown Approved Denied Application Approved an Application Denied pa
88. art Medication Set End By Set Prescribed By Signott Clear Signott Delete Sinot E Con Save amp Close d a All Medications E Closed Medications The medication tab displays open medications which the patient is currently taking In OTTR these are referred to as Open Medications Medications that the patient is no longer taking are referred to as Closed Medications can be managed using right click functionality as well Note refer to the notes above under Diagnoses Tab for more functionality information To add a new medication click on the New button To add an existing medication to the encounter record click on the Attach button To remove a medication highlight the desired medication and click the Detach button Note refer to the Medications manual section for detailed information on adding and managing medications OTTR Version 6 0 User Manual 133 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Labs Tab Test Heart 4D 3837634 Heart Transplant Encounter Visit TEST ottrsaraclina dbs3 04A6 a m of oTr Edit Lists Patient Add Tools Windows Help P ki lt hi Me Le Notes i eager ml Find i Review i Demo Bins bi Heart Transplant Cardiology YAD DOB 01 JAN 1959 fh Referrals fo Evaluations g
89. at has been set for the database but you can shorten it if you prefer For example if the hospital standard is to Logout after 15 minutes of idle time and Lock after 10 minutes of idle time you can adjust your single preference to be 10 minutes for Logout and 5 for Lock amp Oti Preterences TEST tentusertbetsi qeti OTIR Gat nb Paws Add Took Pindos tieip s Fad Palert L f a Advanced ide Timesut Mieustes Appearance Logout Lock Dele he Detaut onmng format Fetch Date Sse Window Settings os Ext Logana Automate Window Management Look Feel Automatcaly Fooss on each Patient Sutomaticaly Close Unused Windows Paseword Number of Open Viteaturees Sync Scri Apot y C h ange 5 Default printing format You may set the Default printing format so that when you select the print option OTTR will send it to the format selected These are your options ea Format txt Spreadsheet slk Tab Delimited csv Comma Separated tab Hypertext html UiBase dbf sich Text r a TH Save Window Settings on Exit This preference will allow OTTR to remember your window sizes and splitters If you are kicked out of OTTR unexpectedly OTTR will also remember the windows you had open and will bring them back up when you log in again Note One thing to remember about this is if you are using multiple workstations and the resolutions are different this can impact your OTTR screen sizes
90. atient must have new information such as labs radiology records pathology records etc and will consist of interfaced or manually entered information To be removed from the list all new data must be Marked Reviewed Awaiting Physician Review This list displays patients that a coordinator has marked as Send for Physician Review The physician must review the patient s new data and the coordinators documented concern To populate the list a coordinator marks new data as Send for Physician Review within the Awaiting Coordinator Review List To be removed from the list all new data must be Marked Reviewed OTTR Version 6 0 User Manual 45 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Holding for Lab Completion Patients are placed on this list by the transplant coordinator while working within the Awaiting Coordinator Review List If lab results have come in for a patient and they do not have all of the results needed prior to marking the patient reviewed select the Hold button which places the patient onto the list When any new information has been added to this patient s record they will be removed from this list and back to the Awaiting Coordinator Review List My Awaiting Coordinator Review This list displays patients who have the coordinator assigned as a care prov
91. atients who require financial review A patient is added to this list by adding a Send for Insurance Authorization action The patient is removed from the list when the action has been marked done Financial Pending Benefits Verification This list displays all patients who are in the Referral Treatment Phase and do not have an entry within the Effective Starting date field Until date field and Verified On date field under the Verification tab of the patient s Insurance Plan window The financial coordinator will verify the patient s insurance plan benefits To remove a patient s record from this list you must enter the Effective date Until date and Verified On date and also select Mark Reviewed in the Verification tab on Insurance Plan window Financial Plan with Patient Count This list displays the total number of patients which have a specific Insurance Company Plan and Group Financial Active Patients with Insurance and With No Coverage Rules This list displays the insurance providers who do not have any financial coverage rules set Financial Billable Actions This list displays all patients who have had a Billable action ordered If there is a need to split the Hospital Billing from the Clinic Billing this list may be utilized to do so Additional selection choices may be added to the billing status such as Clinic Billing or Hospital billing OTTR Version 6 0 User Manual 46 2012 OTIR Chronic Care Solutions All
92. atinee Aw thee Duno Pitetory of My pettorenine Fo beetery of Ohalheten hhetory of O anew History of Infection Legh ot Otay Cuye of Dawth or ING CIT Tee uhengu lihase valuma phenn waw the Caii Wily veel E Methania en unmelanene of Death Hospitalis ation Data Adwat m Daya m teu Carding Arest print 1a Pitert tormrervernit ETTI iv W Yes Time u Oaidiss f Arrow Kivahon nadar miwal Uirenutew Reentry Ainwet Prini to j Piscianrivani Linh riper hy if Yev Tiere of Peepiretory Arrant ETA ETO T wroa Amuvunt ut time uai CENTEA Dusalaun nf Hypertens f f Hypulenemu aprentee a Date aed tree of biem heath Lameris Veeupreome Haine Mae Lee eng Commande Add Finwe i Aahar Manas tere perce inferm rtm Oetsie j tev fe inen Donor Info Donor History Tab Document the donor s history if known Donor UPTTR IS S44 Vasoprrssors inap el E OIR EH juis paii Amt Fooi piados tji a ene C nevew Dero n ee Deceased Dore DOG G3MMAR 1970 E ramas Name Dopamine Max Dose Comets T sS Cancel OK Vasopressor information can be added using the Add Row button Once the information is entered select OK to add that row of information OTTR Version 6 0 User Manual 182 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes o
93. ation contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Insurance Notes An insurance note can be added using the Insurance Notes Icon or from the Patient Master Menu select Insurance then Insurance Notes Patient Add Tools Windows Help Change Fetch Date Review Ctrl F Calendar Chart Demographics Devices Encounters Company Info Financial rgan Acquisition Info Documents E ee EE Insurance i i Pre Transplant Insurance Notes Providers Insurance Providers amp Q Insurance Notes Registry Forms Insurance Review Insurance Plan Click the Change button to select the patient s associated insurance provider you wish to make a note about 7 B Provider Search TEST ottrsaracdin dbs OAG Humana Eight Plan G Group 1 343 1st Stoat Houston TX 555 3249 Ergeg t 1 of t metctes 1 tatai Humana Eight Plan G Group 1 343 1st Street Houston TX 555 3249 Woed Match Substring If multiple insurance providers have been associated to the patient s record select the plan you wish to write the note on OTTR Version 6 0 User Manual 121 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Insurance
94. ator Consult Lover Bhopty Poyctnatry Consult iv Protrassplant evaluation lab adul IV Psychology Consett Prostate specific antigen PSA Total Bloodwork v Social Serace Comput l Screening Mammogram Traneplat coordmator Consult I Boutre Urinalysis PUA iV Transplant surgeon Consult Iv Ultrasound Abdaminal Cancel Sore 4 Contmue Evaluation actions are ordered specifically for a patient s Evaluation for transplant or ventricular assist device When adding an evaluation an Order Set window appears allowing the transplant or VAD coordinator to select or de select the required actions for the patient These actions display on the standard actions lists as well as on the Actions Pending Pre Testing Eval Unscheduled list and utilized by the scheduler Once scheduled the actions fall on the Actions Pending Pre Testing Eval Not Done list until completed and marked done This allows you to view just the actions associated with the evaluation if needed Once the items on this list are completed and marked done the clinician can present the patient at their upcoming selection committee meeting Note Refer to the Lists and List Functionality document for detailed list management OTTR Version 6 0 User Manual 76 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIO
95. ayeteaendimnrdnes EvalugtiOniS sasih lis wiedcadoeciedecaxvendadceveddateaneraus Evaluation Tab vccrcxnisawsonssenneureuvernoivacowecnes Adions TaD siseccs dea ririk sat peer AEAT R EEA ereis Diagnoses Tab cccceceeceecescessesseeseeses LODE TI sas esse resent paces verona su pinere ascaen BI PG gee ceectenvinre EE Progress Notes Tab ccecescecceeseenseees Risk Faciors TOD esrrrieeriin irrg eriari rar History of Present Illness Tab 00068 Detailed Physical Exam cescececeseeeeees Review of Systems Tab ccecceceeceeseeees Family Social History Tab cseceeeeees Pain Assessment Tab ccsceceeceseneeeeees Patient Education Tab cscceceseeceseeees Visit Information Tab ccceccccccceccccceee Preparation for Selection Committee Selection Committee Tab cceeeeeeeeees Evaluation REDGMicecsssisecdsacineioasetatiasacsiones Ending the Evaluation c cceceseesesseees Evaluation Letters cccccscsssceccccccccccees OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLU
96. bars The standard toolbar displays icons with titles There is an Icon Only option that does not give a description for the icon The three main toolbars are Basic Support icons Clinical Patient charting icons Solid Organ Tx Workflow icons To activate your Toolbars select the Windows Master Menu option From Windows select the Toolbars option Notice that your Basic Toolbar is already checked for you Proceed with selecting the Clinical Toolbar Note Notice that this will close the menu so you will need to go back in and add the other applicable toolbars Solid Organ Tx d Lew 4 OTTA t te fetei Adi leek Brom the fmia E tore Erdos vise gt nist weve dhth awe SAARET OTTR acide anal sect ii areeested ate Mek tee Tostan Message of the Dayco Tip Datari Wertces be gt a a m ders 4J Aatron Cirera Shoe Enty Trochet Listo gt ITTE Metge of thee Cuy TEST tetada oberd La arpe noei bee Taekews Your OTTR Administrator has the ability to create new Toolbars and also modify existing Toolbars to accommodate your needs OTTR Version 6 0 User Manual 27 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS WTTR Edit Lists Patient Adad Jools Windows Help n a Find Patient Review Refer
97. be able to edit the date and time once entered A 2 verification is performed when another coordinator logs into the system verifies the blood type and clicks the Verify button Save and Close when finished OTTR Version 6 0 User Manual 179 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Donor Info Donor Information Donor Demographics Tab Access the Donor Info Transplant Donor Inspector window from the Patient Master Menu select Transplant then Donor Info ET cused ra aw OR Le beee AN lot wei Ge A e Ca pe rE e t Tht sl o T o e Oin boe G reer G roson att aa gt heo O istes Sir ae Dsov Cemeqepece Cope Drmrisbs Chrerttetety Oper Race To henge mae saaa pame ere te oro panc Dun Dst Name The donor name auto populates from patient demographics Number The UNOS number auto populates from patient demographics Donor Patient ID The OTTR ID assigned to the patient auto populates from patient demographics Recovery Date Start Time End Time Recovery By Recovery Location Enter the information from the donor packet if known Age Gender and Race auto populates from the patient demographics The age displays with a decimal in the event the donor is less than 1 year in
98. be disregarded when using for solid organ transplant documentation Some sites do choose to use it to document the type of organ and location such as Left Kidney If used in this manner the Add New button on the recipient side in the Tissues Organs tab allows you to bring that information across into the record OTTR Version 6 0 User Manual 195 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS General Surgery Status Donors Tissues Organs Heart amp Lung Heart Explant Donor Name Donor Number Type Infusion Date Infusion Volume Collection Date Collection By 44 UNGOS3344 Donor a34 Above is an example showing the type of organ removed from the donor and displaying in the recipients transplant event Additional Organ Tabs Date of Terapian 23 May 2012 09 26 00 re Kideey Transplant Type Cadaveric General Sugery Statua Donors Tissuea Oigans Kidney Placemant Right dalas Pype te eqn is tow Pets of et ee p a seer red her Mea 5 v r events ae Straw asns we tere re y tata t General Surgery Status Donors Vissues Grgans Meat Lung Heart Explant Gess bepa bus Cees Doig eee Slee ieee fa Explare Neesi nt Lg tme rat Aage Was the s Lat iung np axpiantod patjant Transpl
99. blem list icon In the Problem List window you can sort by All Active or Inactive Diagnoses eet Heart VAD S83 7654 Problems List TENT oftrecrcc freien 3 146 OTR Gt Lits pomt Add Jodi rdo Hate e 2 fna O nw 2 omo Eom De G etera Ge Evswtro Z ing tearaplants E emotes Aai St Closed On ICO Code Made By Entered By l no SLK SLK inactive Diagnoses DJi pee ic chronic gost let anki MIAD SLIK SLK F F 27 Jun 2011 0 Pure hypercholesterclenia F 27 har2 E780 SLK SLK F F Active Diagnoses t AS2017 00 Heart replaced by transplant SLK SLK EFH SLK 24142012 14 Acute rejection no steroid inc OTTR Version 6 0 User Manual 67 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS prednisone peditan Hgb Het Pt WBC Eos PT NR PIT Ne K Cl Ghose Cem BUN Ch j Sched Date Descnphon Date Urgency Sched By Date Descapten St CO Code Made By Enterec By tmactree 06 Aug 2007 0 Hypertension F TU Tu No 3 YM 2008 0 Mepsins 8 Vaccee Aduk Use YoMae 19 Nene LLL 24 iud 2007 00 Anesihesa Consut 24 200 None 26J 2007 00 Carntoloay Conmiut 243 200 None Mert y Latae Signo Disgnosis Set State Tenista Pretrrenary TT rT rere hwm ma a 3 p Sat Cicsad y Coniemag pe mal Patent warned Wil cee
100. buted for training purposes only OTT CHRONIC CARE SOLUTIONS Fields Duration hh mm 01 00 Free Text Fields with no dropdown arrow or action buttons after the field will accept free text Encounter Type Heart Transplant Encounter Visit Set Search Sel elds with a Set button Pick Change button or a Change button don t allow free text Instead you must click on the button and search for the appropriate option Type of Visit Location Reason Telephone Consultation Attending MD Hospitalization Dropdown Fields with a dropdown arrow don t allow free text Instead you must click on the arrow and select from the list provided Test Heart 4D 3837634 General Patient jin E3 ore Edit Lists Patient Add Tools 3 a w a Instruction Date Content Barrier erm z Review o Demo Ex ins Medication 09 Jul 2012 reviewed medication side effects sun precautions Heart Transplant Cardiology YAD DOB O1 JAN 1959 Instruction Date Content Delete Row Add Row Click the Add Row button which opens a new window allowing you to enter information When finished click OK and your information is saved and displayed in row and column format OTTR Version 6 0 User Manual 14 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT
101. can add potential recipients to the donor utilizing the Patient Master Menu select Transplant then Potential Recipients You ll search for and add our potential recipient From your recipient record you can add potential donor s for this recipient utilizing the Add Potential Donor from the Potential Donors icon dropdown or from the Patient Master Menu select Transplant then Potential Donors Demn Ucherc atten O04 56 Potential Donors ofttreer a hervr skropt erermtitr atr CU QTR Gat pe pee gi ach ieska tine z wt et ge tf DW rete Oh reves Ling Donors Donor Laal Name Dano First Name Donor Bettdate Donar W Tramplm Organ Age Ses EEE Donor Last Name Donw Fest Name Donor Brtedate Donor Transplant Organ Age Ser Oe New Potertial Donor l View Donor Review Window View Donor ir n Resch Select the New Potential Donor button in the bottom of the Potential Donors window OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 184 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS e P Dee Eriw O May ot Next select the Donor Search button in the New Potential Donor window Notice that this is done while in the recipient s record Refer to the title bar to insure you are in the appropriate patient record PE Ce ie inte ee Se
102. change is made they will NOT mark the patient as notified so that it falls on the Pending Medication Changes list e The physician review action will be marked done by the physician e The coordinator will review their My Pending Actions and Medication Changes lists to schedule any testing perform any follow up or notify the patient of any changes in care The actions will be marked done as appropriate Note Any issues that need immediate attention and cannot wait 24 hours should be communicated through direct communication via phone call or face to face conversation for patient safety reasons OTTR Version 6 0 User Manual 207 2012 OTIR Chronic Care Solutions
103. cian s choose to scan or attach a dictated report in lieu of using this tab Family Social History Tab a ii Aetio Thaeeeee Lete bw birrea of Deoerd ieee Cotea Pleo Foarop Dnis Pinn Fee Aneecrrrerd Tardy tator Aeara p Name Homory OF Oa Body comera Age a Onon Sraa Orreri Age or Age at Deen ntre Ihana Canoe 42 Dece 4 Fata Tati Aen _ SS x tT gt _ sT i Pa cpr Gas ad heat ery Aetea Otter aiarra Sod Coreetly weg Arwar Pit Dyt Sorted ta Dae Leet ised i lotute fa D M JTA To add family history click on the Add Row button Here is where you may add family members and document their known health issues To add social history click on the Add Row button Here you may enter drug tobacco and alcohol substance abuse OTTR Version 6 0 User Manual 156 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Pain Assessment Tab Gminie Acters Crepwee Late et Mmeeeey Motes feet Factors Vhetary a Present Ranee Cwtebed Pryce Liars Rew ot Speer f Perioade Mav Accensomrd amet Edenton vutario Fee Acsentreme Cee hae Pan Scat Ler amr Qreerter Caeser Mate wore ty Mess beter ty Der Sasi Stassi ES rey Pain Select the Yes or No radio button To add information specific to the pain click on the Add Row button To remove p
104. cked or misspelled words Click on the misspelled or blocked in the top of the window to find alternate spellings or words Select the correct alternative then OK Corrections will be reflected in the window OTTR Version 6 0 User Manual 12 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Entering Dates Most date fields will auto populate with today s date and time The date can be manually entered using mm dd yy format or x days x days You can also place your cursor inside the date tield and manually make your correction If you want to utilize the green calendar click on the date in the calendar to change or use the forward and backward arrows The up and down arrows can be used to modify the time Action Instructions Signature Ordered By Sara Kropf Schedule Date Done Date a Outcome Responsible Person a Comment Store as Progress Notes Spell Check schedule Signoff Mark Done If you re working in an action window you first have to click the Schedule button and the Mark Done button to activate those respective date fields OTTR Version 6 0 User Manual 13 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distri
105. cry l Courty Pisno smerne Regon _ a Citizenship ee a a a al 7 Birth Tab If known enter the donor s Birth Date If research is to be done in the future to determine if the donor s age factors into the success or failure of a transplant this information must be captured It is recommended that information received in the donor packet be entered into the donor record OTTR Version 6 0 User Manual 175 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS General Birth Employment Home Address Local Temp Ackross Education CeherCortacts Demographics Phone identibers Programs Gander mais T TTA Race 1 A REE RGD Ethnicity Nat of Hispanic Origin Primary CE Ej Language Hy whe Unknown l Unknown Revet Gose Saw SeeSClose Demographics Tab If known enter the donor s Gender and Race If research is to be done in the future to determine if the donor s gender or race factors into the success or failure of a transplant this information must be captured General Bith Employment Home Addess Local Temp Addese Education OtharCortacts Demographics Phone damiers Pogam TRA 1D i E HIC Number UNOS Number EERE pua nxe Identifiers Tab Enter the deceased donor s UNOS Number
106. d based upon the process a patient is within Referral Evaluation Mobilization Transplants Encounters or the type of data being displayed within the list Actions Schedules Financial OTTR Version 6 0 User Manual 34 2012 OTTR Chronic Care Solutions OT CHRONIC CARE SOLUTIONS 4 Patient Master Menu Patient Add Tools Windows Help Change Fetch Date Review Ctrl F Calendar Demographics d Devices Encounters Financial Info Documents Insurance Pre Transplant Providers Registry Forms Reports Review Text Documents Transplant All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Listings w o Transplants u Actions Allergies Clinical Alerts Clinical Trials Flowsheets Hepatic Info Immunization Labs Labs all Medications Misc Labs Problem List Progress Motes Ctrl Shift h Risk Factors Serology Ctrl Shift L Ctrl M Ctrl Shift h The Patient master menu is the equivalent to a patient s physical medical record Items found in a standard medical record are also found under the Patient master menu Click on the Patient master menu and select Chart Notice that this area represents the patient s medical record Report s which are specific to one patient are run from Patient Reports Desired Report Flowsheets may be available for quick lab data entry or for graphi
107. d saved in OTTR This list displays data for the past 365 days CMS Patient Removed from Waitlist Other than TX Death This list displays patients who have been removed from the active waitlist A patient is added to this list when a listing end date and reason is entered and saved in OTTR The End Reasons that quality for this list are Patient transplanted Patient transplanted elsewhere or Patient expired This list displays data for the past 365 days CMS Patients Transplanted This list displays all transplanted patients This list displays data for the past 3 years OTTR Version 6 0 User Manual 50 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS CMS Evaluated Not on Waitlist This list displays all patients who have a completed evaluation but were not listed for transplant This list displays data for the past 365 days OTTR Version 6 0 User Manual 51 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS Assigning Care Providers All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only This section explains how to assign Care Providers to a patient s record Assigning Care Providers allows tor population on patient reports
108. d tne cae Te b gt Lad Rowe pea 158 ARNA a Dia o SET DOO es Eh A I Lew Tu PACUTY Paet De oyaa siap lg ii hieng reas PRCUTY Pewi Des Dogu Do te CAO Proua pop fog mi the kg wee gt LET AB Vy Peme LEST Aa Vy Peteety IST V net Theeuees Pome LGT Actes Low Donga Pater fa Tonal ee ae Adila Ade Pond Once you ve located the correct patient you can highlight the line item with your cursor You now have access to their record from the Master Menus or Toolbar Icons To open the Patient Review window there are a few options double click on the row highlight the line item and select OK at the bottom right of the screen Open in Quick Find or highlight the line item and select the Review icon amp rnd hatch toi ig er tts gat n eee eee E r a G en tes iter ae kieg OTR Ese a Potit Joce Pinde idp fn fset Mansiin a a an o o n OTIP pet peir Cir Betmt sar Joub Batons msomi gt Dii DIR Referah veheto L GAS fecousten a b L lang _ Treneplares l DE fj Peters Q teks Gilat i fiin latenn Quick Fnit BES ent it Lari ene Pam Pen Nace 7 i Recent Pts aN if ree Aa oe Vette liate we Search Results Please sofect Selew oan MNA Patiert Demo Test DOG OfJel 162 Raer Tranepiarn WC herter TRA Panem Deme Test DOG OEJu 194 Liver Transplant eae ooo 4 Padet Demo fest DOO ORJ 1M Ewer Transoler Paint Demo Test DOG Obdel 182 A ner Tratepiere
109. day s date The Reaction field can be filled in via free text entry Click the Mark Reviewed By button to populate the date and name of the logged in user Some sites may use this feature if a non clinical person is entering the allergies a member of the clinical staff will verify and mark reviewed Save amp Close when finished Test Heart AD 3837634 Patient Review TEST ottrsaraclin dbs3 Q46 ore Edit Lists Patient Add Tools Windows Help Find k Review Heart Transplant Cardiology Patient 4 0 7 Action Action Macro status Phase Post Tr Allergy Outpatient Transpl Candi isting Z Clinical Alert Transplants Haart f as Clintcal rial Antione MID pep A24 32 Ctrl Shifk 4 Prim Care Diag to Problem List Encounter Lab Provider Recip HLA Evaluation Financial OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions ka Evaluations E Listings pe Transplants 01 JAN 1 Phone IRA s Haanr ee Samantha Test PRIM Hvrnertroanhic Ben s Pills Allergies Avocado moderate hive engies FNN AAR ARRA Pharm acy APOS ver A Weeks Protocols Blood 57 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Alerts Alerts are social financial clinical and communication related and can be viewed on th
110. der set of your choosing Clinicians who repeatedly order the same actions for a specific type of visit may request that an action order set be created listing the most common actions ordered for a visit type The Order Set can either be entered in Simple Mode or in the Original Order Set mode which is a more detailed form ore Ae teed OF 14 veer Set hee are n wre Om iste ieee 00 lee Pai te f C hs l iee k m gt ero ihme t gt D tee O mee us O tow in Otte Ei wee naam A varem F Mostas mens Lies A vet wemctee 7 tat Cues o E OrtweePyenitied thy aa gi T Dame pame heng miste tetrerey panen nis vita O Demet peat tert harig miede herre ptose T taba ter pried mt capo pret besis em eeretd js pimal Peat e er pba idden md emer s Moda Mew lasciai o sedo temti kapei Swing bu eters Mth orses ty baitai f ptwati egy Datat Ien arpa cam ate a banard vapaa Mont test Get eepeedes of patea ipandng Dictaa EM The styri Tehn bes nt mapon MTT re depti More peten cortege TO Maey petata peer care phyrre TO ty pedet prete payor O Me ee eire rman ei apani pretty greet eyr r Datan Corned aad Start Date Use the Green Calendar button to modify the start date All actions will start on the selected start date Ordered Prescribed By Defaults to the users name Use the Change button to modify the field Entered By Displays the name of the clinician entering the macro
111. duled to occur you can enter the schedule date and time using the Green Calendar button Otherwise this will be left blank until the action is scheduled Done This field will be left blank until the action is completed and marked done Location Modify the location where the action is to occur using the button next to the field Comment Add any comment in this field Pt Instructions Click to enter any instructions for the patient Fav Pt Instructions Click to view any saved favorite instructions then add the appropriate instructions from the list Save amp Close when you re finished OTTR Version 6 0 User Manual 79 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS Labs All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only This section explains the difference between interfaced labs and manual lab entry It also details how to mark a lab as having been reviewed to enter lab results and how to graph the results Although the majority of your labs should be automatically populated in OTTR through interfaces there are some labs that may require manual entry Labs results are grouped and displayed on flowsheets which can vary by the type of phase the patient is in pre transplant vs post transplant or by the lab type such as CBC Chem 7 etc If you need to enter a lab result to a patient
112. e 3 Ate D712 YS Ned OMe JI iadt bbe CAD Oessisi Dew LCST NA hits 2012 U Oe Oo Example By selecting the Transplants hyperlink you will be brought to the Transplants window OTTR Version 6 0 User Manual 62 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS As mentioned earlier Icons are also available from the Patient Review Screen Icons are a one click method of accessing a specific area of a patient s record Selecting the icon opens a larger window view of the application Some of the icons have a drop down arrow beside them which will allow you to quickly add or access other areas of the application y Example By selecting the Demo Icon you will be directed to the Demographics screen for that patient Example By selecting the drop down arrow and the option next to the Demo Icon you will be directed to the Death Info for that patient The Patient Review Screen might be different based on the type of patient you have selected Donor patients have a separate Review Screen than Recipients Your OTTR Administrator may also configure custom Review Screens based on the needs of your site E bom Ddi oe a ee ee S QT fee per Gepa Gee Tete Gees tee Wein C Seve tere Ebe e or Chien D F ttm isibe laeg Pea
113. e OTTR Admin application Change User Allows the current workstation to be utilized by multiple users If needed another user may log into the OTTR application by selecting the Change User menu option OTTR Version 6 0 User Manual 32 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Refetch All When configuration changes have been made within the Admin application and the OTTR Administrator wishes to view those changes without having to exit out of their client application they may select the Refetch All option If the changes made do not display then it is recommended that they exit out of the client application and re enter it to see if the configuration changes have occurred as desired Lock It s important that patient data not be displayed unless a clinician is actively working within the record To lock the system prior to leaving the workstation click on the Lock menu option or hit the F12 key Preferences To change your OTTR password or define personnel preferences click on the preferences menu option If permission is allowed you can define how the system functions based upon the options configured Exit This is the recommended way to exit out of the OTTR client application at the end of day 2 Edit Master Menu Edit Lists Patient Add Tod
114. e Patient Review window Alerts can be accessed using the Alerts hyperlink or from the Add Master Menu select Alert Test Heart AD 3837634 Clinical Alerts TEST ottrsaraclina Miel Ey orm Edit Lists Patient Add Tools Windows Help i ity Find Review Demo Ry Ins Pm 7 Heart Transplant Cardiology YAD DOB 01 JAN 1959 fh Referrals 06 Apr 2012 Religion Catholic social Alert 06 Apr 2012 No lab draws from left arm Clinical Alert Refetch To modify an existing alert double click on the row that you want to modify to open up the Alert window To add a new alert click the New Alert button Test Heart AD 3837634 NEW Clinical Alert TEST ottrsaraciin Ej ie E3 orr Edit Lists Patient Add Tools Windows Help Find Review in Demo Bins r DOB fh Referrals fo Evaluations Ee Listings Ta Transplants Ed Effective Date 26 Jul 2012 HH Type Communication Alert Clinical Alert Made By Sara Kropt Financial Alert eee communication Alert End Alert O mls Social Alert Hard of hearing hearing aid left ear l Delete Revert Close Save Save amp Close The Effective Date will populate with today s date Select the Type of alert from the dropdown box The Made By field will populate with the name of the logged in user When the alert is no longer valid or to end the alert put a check in the End Alert and the Ended Date will populate with
115. e Pe rerio Peder Progress Notes Tab Click on the New button to add a new progress note in the patient s evaluation record This will also display on the patient review window Click on the Attach button to attach a progress note which was previously entered into the patient record Highlight the note and click on the Detach button to remove a progress note from this evaluation OTTR Version 6 0 User Manual 153 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Risk Factors Tab Evauation Actions Cragneses Lats Progess totes Rak Factor Scammed Oocunants Hatory of Present iimas RevewotSysteme OetaledPryeea Exam FandySecialHistry io Documents Selection Commitee Eed Smt ar Qu Smoking 7 Pack Yow te History Pregnancies pacemake imcertion LVAD imptani Smoker Placing a check mark within the box indicates a yes answer Quit Smoking Placing a check mark within the box indicates a yes answer Pack Year History Enter the patient s pack year history number of Pregnancies Enter the number of pregnancies if this is a female patient Prior Surgeries Information displayed here pulls from Patient Chart RiskFactors if previously completed T
116. e Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Diagnoses Tab tae Propess Hotes RubPatos SseotOmnatn awha On Eee TO Fa owt Pupevag Cadeneqete wos CO ange Cm The primary diagnosis entered during the referral process displays in the Primary Diagnosis field The physician performing the evaluation may choose to change this to another more appropriate diagnosis if needed This should be a UNOS diagnosis which drives the need for the transplant Both the Referral and Evaluation records will maintain the Primary diagnosis which were entered at that time If the primary diagnosis is changed in the phase upon saving an alert will display If you select Yes the primary diagnosis in the General Medical window will update to the newly entered diagnosis If you select No the General Medical window won t be updated If the patient s primary diagnosis should be changed later under the patient s General Medical window it will not alter the referral and evaluation records They are maintained for historical and reporting purposes Use the Change button to add a Primary Secondary or Tertiary diagnosis Use the New button to add a new Problem List diagnosis not previously documented in the patient s record Use the Attach button to attach a diagnosis previously documented in the patient s Problem List diagnoses area Highlight a diagnosis and click on the D
117. e a column select the column header and hold down the left mouse button while dragging the column either left or right of its current position A green arrow will display to show you where the column will be placed To expand a column position the cursor over the column headers dividing edge The cursor will change into a double arrow Hold down the left mouse button while expanding the list column to the desired size To sort a list by a specific column single click on the column header The list will re arrange either by date number status or alphabetically A to Z or Z to A depending upon the column header selected OTTR Version 6 0 User Manual 41 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS All lists will have a Limit Tab Data Tab and Description Tab The New Info and Tracking tab will only show up if it has been activated by your OTTR Administrator Limit Tab Use the Limit tab to search using parameters that will shorten your list such as date or type of action Each list will have different limit options Use the Select buttons to search and limit by name if applicable enter dates using the green calendar options or type in the to and from dates Drop down boxes and free text areas are also utilized to customize your search Once you ve entered
118. e ae Y a Insurance Plan Ins Plan Action rs Change Clear Action Category OE Change Clear Global Action o Change Clear Global Effective Date 01 Apr 2010 CEETEI BERG End Date wW Covered Precert Needed Copay Amount Ba Annual Max B00 Life Time Max a mwm Fercent Pay 0g W Preferred Provider W Referral Meeded Coverage Comment Request Pre Certification minimum of 2 wee Revert Save Select the type of coverage rule you wish to create using the Change button next to the Action Action Category and Global Action Fields A window will then open for you to choose the appropriate entry Effective and End Dates can be entered if applicable Covered Place a check in the box if the item is covered by the insurance plan Precert Needed Place a check in the box if the item requires precertification Copay Amount Annual Max Life Time Max and Percent Pay can be entered if applicable Preferred Provider and Referral Needed can be checked if requirements for that particular coverage rule Coverage Comment Additional comments can be documented here Save and Close when finished OTTR Version 6 0 User Manual 127 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Encounters This section reviews the
119. e case manager to re verity insurance coverage Enter a new Until date Verified On date and a Re verify On date under the Authorization Numbers tab of the patient s Insurance Plan window Financial Pending Transplant Plan Approval This list displays patients who have completed a financial consultation and have had the formal document given to them for their approval signature An entry date will be entered within the Transplant Plan Sent field and Financial Consultation Completed tield However no entry within the Transplant Plan Approval field will be entered This is located under the Authorization Numbers tab of the patient s Insurance Plan window To remove a patient s record from this list the financial coordinator will enter the date which they received the signed copy from the patient within the Transplant Plan Approved field under the Authorization Numbers tab of the patient s Insurance Plan window Financial Pending Transplant Plan Sent This list displays all patients who have a date entered within the Financial Consultation Completed tield However a date has not been entered within the Transplant Plan Sent field under the Authorization Numbers tab This is located under the Authorization Numbers tab of the patient s Insurance Plan window To remove a patient from this list the financial coordinator must create this written documentation to be sent to the patient Upon sending to the patient the financial coordinator will enter the T
120. e provider are displayed for the user to select from Double click on the desired plan or highlight and click OK OTTR Version 6 0 User Manual 114 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC GARE SOLUTIONS Insurance Plan Plan G Group 1 Humana Eight Choose Edit Policy Info Verification Policy Holder Company Info Coverage Info Authorization Numbers Donor Organ Acquisition Global Other Benefits General Benefits l Transplant Benefits Frecertifications Info Documents nsurance Scanned Docs Clinical Trials Cov Prescription Benefits Approval Letters Denial Letters Standard Insurance Tabs The standard insurance area of OTTR will come with certain standard tabs There are 8 additional tabs that are part of the Financial Module if purchased Authorization Information Evaluation Precertitication Transplant Approval Donor Coverage Organ Acquisition HLA Coverage General Benefits Global Information Prescription Benefits and Transplant Benefits The Standard Tabs will be reviewed here and you will be provided additional documentation if the Financial Module is purchased RIM Policy Info Tab Venfication Policy Holder Company ino Coverage inio Authonzabon Numbers Donor Ongan Acqusition Global Other Benedits General Benefits Tr
121. e status that OTTR will adhere to if you have set days for a patient with this patient status Note One thing to remember about this is if you extend the number of days and a patient has a lot of data Labs Actions etc this may take a longer time to pull up the Patient Review Screen OTTR Version 6 0 User Manual 21 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Logging Ort reterences TEST tastuserddhe3 q06 os 7 QTIR dt Lats pment ddd Teoh Windows Help a E a t Find Past de po Advanced Section Level Appearance Debug Defauts Fetch Date Loot Fee OTTR Password Sync Scroll New Delete This area is designed for OTTR Administrators who are working with the Vendor to troubleshoot issues locking database errors getting kicked out of OTTR etc that have been reported and need further investigation Setting this option will allow OTTR to send the SQL output to the Event Log so that OTTR can see what commands could possibly be causing the issue Note There is no need to visit this area for preferences setting Look and Feel eS teriatce berme n D o te Dataa WS borm joesrai prttes HGe Jacot Nei esar em D page japie ruw i Co dhad unaa cites AHK diltivetest ery Ty n
122. e ya net lt TD hee ee a MERT TEAR me fjamma D here iiime mmen Fh amare Does Capman Aral Doea Ten tect PNT leew enp Search for your living or deceased donor highlight and click OK or highlight and double click to select OTTR Version 6 0 User Manual 185 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS tae F arIa hew Pu QTR p s pat Ati bk ise te ey et PER a Ca Mem A Room oo Fisi Education Jenisi imi ee ooo oon Osa Evtoret 0s Jan t960 R White Not Spectoa lnk w m Your donor is now added as a New Potential Donor for this recipient Viewing Potential Donors FER Tain 0 391973 E ete 003456 Potential Donors can be viewed utilizing the Potential Donors icon or from the Patient Master Menu select Transplant then Potential Donors OTTR Version 6 0 User Manual 186 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS ey te ee oe et le o Bh ete ee pe i iaee me n t aeon et too kias wewee A gt i l ae et Erbey Tranpe OCR GiJAkadr tems s Sm em re tre Seea ene matt ae m i
123. eated This ensures that you are compliant with the hospital s established password policy OTTR Version 6 0 User Manual 24 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS SyncScroll All of these options should be default checked In the patient review screen when you highlight an option such as a lab OTTR will display the remaining options actions diagnosis medications closest to the date and time of the highlighted item It provides a snapshot of the care given at that time 4 Ott Preferences TEST testusertiabsingst rte QTIR dit bets Pabere Add Jools Windows Hep A a Pnad Patent i Bra Sync Soroll From Achons Achar ted Appearance 7 Defaults Diagnoses Labs v Mectcations Fetch Oste Logging Look amp Fee OTTR Paeewod Apply Changes OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 25 All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Advanced Otte Presereewes TEST testuserons3 qab li ae OTTA Ect Lots Patent Add Took Window Help n m p gt r gt 4 Feed Potent y lal re Reset All Preferences Appearance Res
124. ebetory Crrete ME The Best Lab ine 74 tal Street Chicaga iL 655 3279 Tx Facaity N Ts Fecdty 462 Oraa HE Ag Fastes AstFaeeta fiva Cares On Once you ve selected Add New Provider or the New button from the Search window you ll be re directed to the New Provider window Fill out all applicable areas and select the Save amp Close option To designate the Facility Type select an option under This Facility has OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions Aaima _ ie een pme pe ye pee pa pe paesi je amp 2 amp eon Mae owes bem 55 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Alerts and Allergies Patient Review TEST pttrsaracin dbs IDAG eB Tere B aaa momen Crohns 2 ising Treneplente W S74455 1111 S byom 091 AN 1 Piona W 574 995 7 766 e Heat L ry Det Hea OX nions Phaemacy wo amantha Test Header ater hee wr mea very Wasie Prolocola ere i Allergies Allergies can be viewed on the Patient Review window Allergies can be accessed using the Allergies hyperlink or from the Add Master Menu select Allergy Teal hhevert VADC DAD Ihe Alergers LOTEK gab yis Gait Aki pocis pind i 2 m 1 nevon 8 Deno Gyre s Heart Transplant Cardiology VAO 000 Di j
125. ed By Displays the name of the scheduler Signoff Date Signed Off By This tab is utilized at sites that require a physician sign off on actions To sign off an action the physician must select the Signoff button Their name will display in the Signed Off By field and the Signoff Date field will display the date of signoff OTTR Version 6 0 User Manual 73 2012 OTIR Chronic Care Solutions OTA CHRONIC CARE SOLUTIONS 4 Authorization Tab Acton instructions Signature Authorization f2 Apr20 aa Dote eh aire All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Authonzation Payer Pian F Group 1 Bayside hawance inc Autroelz ation Number Authorization Conemart Ok to schedide the tosd 212 Canter Financial personnel can utilize this tab to document information about the authorization number provided by a patient s insurance provider Some sites won t schedule certain actions tests until an authorization number has been entered or a comment has been made stating to do so Each site determines their own workflow and how they wish to utilize the features in OTTR Authorization Date Enter the date that the authorization starts Payer Use the Pick button to select from the appropriate insurance company Authorization Number The authorization for the test procedure or transplant pha
126. eeds be scheduled or if a specific provider has been requested Once an action has been scheduled select the Refetch button and that action will fall off the list The Actions Pending Actions Not Done List is for actions that have a scheduled date but have not been completed They display B until marked done Clinicians monitor this list by the date scheduled to determine if results are missing or if patients have missed a scheduled appointment The Pending Actions All List displays actions not scheduled and not marked done all on one list Limit tab allows you to enter parameters to limit your list Data tab displays the list information Description tab supplies a description of how the list is populated and cleared Tracking tab allows you to add the list to your tracked lists to be displayed in your Message of the Day window Columns in the list can be sorted by column header or moved using click and drag functionality OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 75 All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC GARE SOLUTIONS Evaluation Actions Eval By ect Jye Change Canhoiogy Const iY Chest Xray PA amp lateral CXR v Dermal Consul iv EXG WW Hepatology Consukt Echocardiogram v Nuintion Consul V Pulrnonary Function Teste PFT iv Financial Cocedm
127. eessssseessssseessssocssssocessssecssssocsesssoeesssseesssseeessso 198 OG AEN E A te E E EA AT EE PEE EA T E P T T 198 POTEET E E E E EE 200 BC NP N a a ETE 202 General Daily Workflow Coordinators cccccccececeseecesesenenenenseseceeeaeeneeseseseaeaenseseneaeaeneas 205 General Daily Workflow Transplant Assistants scscecccescecececeeseceseeceeeaescessaesseseseeesenens 206 Recommended Physician Coordinator Review Process csccscesessesceceecensesseaeecessenseeesessenees 207 OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS How to Login to OTTR It s important to remember NEVER to share your login information Everything in OTTR is tracked with your login account Anything that is documented or accessed within OTTR using your username will appear as though it was done by YOU Double click on the OTTR Patient Tracking System Icon on your desktop OTTR Patient Tracking Sy Your login window will appear OTTR Edit Lists Patient Add Tools Windows Help TRANSPLANT CARE PLATFORM CHRONIC CARE SOLUTIONS Username Password Server dbs3 qa6 v Vendor SQL Server Login F Always use this database F Login Automatically Using Windows You are about to
128. eld Peld History Tab is an example of a special tab which was added Clinicians will click on the Add Row button to document each time the patient s Meld Peld score has changed In another example lung transplant listings include an Allocation Questionnaire to be completed OTTR Version 6 0 User Manual 171 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Reports and Lists Sites can print the patient s candidate listing record to send to the referring provider From the Patient Master Menu select Reports select Tx Phase Report select Listing OTTR Version 6 0 User Manual 172 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Listing Phase reports can be accessed from Lists Master Menu select the desired program then Listed Patients Tx then the desired report The Listed Patients list is good to compare against your official UNOS waitlist OTTR Version 6 0 User Manual 173 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distribu
129. elect the labs you wish to graph by holding down your Ctrl key and selecting the columns of the lab Once you have selected the labs you want to see select the graph icon Lab columns can also be arranged to your liking Highlight the column you want to move and use click and drag functionality to move the column When you exit the application the columns will revert back to their original order The Lab Data window will display the selected labs in a graphical view You have the ability to select the type of view by utilizing the tools area oe x i ip i ia o o a OTTR Version 6 0 User Manual 85 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTT CHRONIC CARE SOLUTIONS Marking Labs Reviewed __Date of Lab prednisone predniso Tecra tacrolimus tacroaim mycoph mycoph Temp W 2 Jarry 2072 09 08 More More More More More More More b 0S Marat 08 6 11 May 2012 09 24 01 Jul 2012 11 55 O9 Juh2012 00 54 More More Hi More More Chronic Care Solutions and is being distributed for training purposes only BP Sys 8P Diast WBC Hgb Het More More Mor More When labs are received across an interface or are manually entered they must be reviewed by the transplant coordinator All new labs will display as yellow until reviewed Once reviewed inpatient labs will display as a dark pink and outpati
130. emp Address area is used to document the temporary address for the patient such as a Ronald McDonald house near your facility maea on U Yas ia School me The Education trame is to document the highest level of education for the patient and the year in school OTTR Version 6 0 User Manual 102 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS smogas Gandor Jean bam Rac hrint oan Ethmoty Linen pan Highest Education Jirin can Errepkryrreett Status irtrteeen Purctesia Sisties wooo Level Use the Demographics frame to document the gender race ethnicity and functional status for the patient using choices that correlate with UNOS data Utilize the drop down options for this area You won t be able to free text in areas that are designated for drop down selection Fezi hame Mide hare set Name Suf Adiba sa ty SOUTH Horne Phone eT Onhdste Relatarstes arrereer Custodia y Bing Curarthan Save 4 Chise Revert The Other Contacts 1 frame is for documenting the patient s next of kin guardian power of attorney etc The following frame is an additional contact frame Be sure to mark the emergency contact by placing a check in the Emergency box This allows the information to populate on the patient review window N
131. ent labs will display as green There are two ways that labs can be marked as reviewed on the Awaiting Coordinator Review list and the Mark Reviewed button in the bottom of the Patient Review window You can also mark the patient reviewed from the Patient Review window There is an option on the bottom right of the screen called Mark Reviewed Note Be sure to review all new data before marking the patient reviewed as this not only marks labs as reviewed but also any new documents or other information that has been entered into the patient record since the last review taotdivi isi werephad Se wtea _ LEE Z etiveasact TTR ge ph tere Geet jo Giri forte gt m D tee oe ae A ta y taam Ri vere Lire tate Mesio Description trackeng Sweveney Hohe S Sop 1586 XE 7F Sweeney Maime WD Sep Tt XO Tasi een VAD IT des T Thea D Oherthe A 1 KT lumen De Som TW Aug I oN Tipae Ne Tam Aue 08 YoOOURTY sf wep E mensem ena Phere Oera tb ihme on Cvrispo me bev Mage Aam Hj Pisay This area will list all items to review Highlight each area and ELELO xe i JU tern n he Dee of Lae Vine Labs b Otua Piss tort deea morean WEE BP y Sy Hras review prior to marking reviewed Hold for lab completion FS Sed mt i Ei Leit Gossa Dale Lastaj S Click here to access the mark reviewed action Information to review will populate h
132. ent Lists BMT Non Tx Pechatrec Tx Tx Lists Patient dd Jooss iimdous bee T Tt GT Vv New ins Aad pen Next select the Add Patient button The Find Patient Quick Find window will appear Search for the patient you wish to add to your list Add additional patients by selecting Add Patient To remove a patient from the list highlight the row and select Remove Patient To review lab results for the patients select the New Info tab OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions aient eet ee e GIR pe ym emt ame Jere ghadom thee M Het Pate c amp Qrt rd Segih Maua h Reta Piga pti peire Taero Dum d a DE btje th SI 3304095 Paed Dee ST TOD Des BO OOG Olia IMO S54 335446113 Renad Donor SET Tet ere Dee CC DOG Hidak SE IIda Reged Darw SCT Setters Owes DD COG Otc 1960 SON Na Needed Deve SET TettiCeem Dees EF OOD Older 1800 SEP 77346211 Ritet Desy IET Tew Came Dees FF DOG Often 1900 SSN 79340597 Feed Deas 807 Tuten Ds GG OOG bide THD Se 150 44 1555 Mei Dore SCT Teter Dee i DO Didemo SA 109 465 071 Raat Dees SCT Seu Cewen Owes DOG Ofer 1860 SS PLUSH eed Ower 807 TettiOees Dees lJ DON Site TOS SSA 30044 T00 ete Dore SCT Ten Cee Owee KK DOG Of ies ti GG 11048 210 Reirei Dery act fev Dero Dims LL DOS Otas t900 SSN 51944 5503 Pirri Dora SOT Tan VAD Saby DOD Ofee 1970 SEN IESO MEN TOME Pac a Pwr Thiete emery aS 0 1s were re 43 A
133. enter as a new referral you can select the option of Referral OTTR Version 6 0 User Manual 20 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Fetch Date Select the Fetch Date option The concept of fetch is to retrieve data In the OTTR Master Menu your options for Refetch and Refetch All follow the same concept In Preferences you can decide how many days back you would like OTTR to fetch patient data We have it automatically defaulted to a recommended 180 days so if this is not adjusted OTTR will fetch 180 days of patient data from the current date When working in the patient record you ll also have the ability to change the number of Days Back to Fetch in some of the individual OTTR windows such as labs Ottr Preferences TEST testuser dbs dead OTTR Edit ists Patient Add Took Windows Help S a N Find Pstiet 1 amp Advanced Deys Back to Fetch Appearance DEFAULT 480 J Re Uefaulls Outpatient Loggeig inpatient Look amp Feel Deceased na OTTR inpatient elsewhere Password pat z Synt Seral Apply Changes Default This represents the default patient status that OTTR will adhere to for records to fetch Outpatient Inpatient Deceased Inpatient elsewhere This represents th
134. er date OTTR Version 6 0 User Manual 66 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Made By Defaults to the user s name currently logged into OTTR if they have permissions to add diagnoses If not the user will be required to enter the providers name who made the diagnosis Closed Date Enter the closed or ended date if the diagnosis is no longer active Closed By Select the Change button to select the desired provider responsible for ending the diagnosis Close Entered By Enters the user s name that closed this diagnosis in this window State Select the drop down arrow to change the state For example Confirmed would represent a true diagnosis for the patient Verified Negative would represent a situation in which a diagnosis was ruled out A diagnosis will remain yellow until confirmed Inactive Problem To mark a problem as inactive place a check mark with that option box Inactive Date Defaults the date which the check mark was placed in the Inactive Problem box Comment The clinician may enter a comment about the selected diagnosis if desired This is a free text field Signoff Select Signoff to signoff the diagnosis if applicable to your site Once entered your diagnosis will appear in the patient review window or can be accessed through the pro
135. ere The information will change depending on what is highlighted to the left In the Awaiting Coordinator Review list highlight the row of the patient who s information you want to review Select the appropriate Mark Reviewed option This will place an action on the patients chart If you want to add a comment to the action select the Actions icon which will take you to the list of actions for the patient If you re waiting on a particular lab to be resulted you can click the Hold button to add the patient to the Holding for Lab Completion list You may have to place this patient on hold several times before all labs are entered which they must review together prior to making a determination and marking the patient as having been reviewed OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 86 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS After completing your review you can exit the list or use the Previous and Next button to review the next patient s items Selecting the Refetch button will allow the patient to fall off the Awaiting Coordinator Review list once Marked Reviewed Sle ESET oe a theta CEE E m g ee CE In the bottom of the review window you ll see the same Mark Reviewed button and functionality OTTR Version 6 0 User Manual 87
136. ered Gastecintesting F Within Normal Limits Within Normal Limits Excest Deferred gt Urinary C E Within Normal Limits Within Normal Limits Except Deformed 3 Musevtoskeleta Within Nomnat Liis Win Normal Limits Except Deterred Sain Within Nomai Limits Witten Normal Limits Except Deformed Peyote Win Normal Lanie Within Normal Limits Except C Deterred 2 Lab Aboormaities T Within Normal Limits Within Namal Limits Except Dalomed Piet Pater Education a oS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only History of Preamet ines Visit information 1 Farly Socal History info Documents The Review of Systems tab consists of a series of radio buttons and free text boxes Select to default all responses in that section to none Select Within Normal Limits Except to detault all responses in that section to none then proceed through the form and mark those items that aren t within normal limits Select Deferred to defer your assessment for that area Note The first section is titted ROS and encompasses all sections below it If you enter one of the options listed above in this section it will enter that option for all sections below For example choose the option it will enter that option in each section below OTTR Version 6 0 User Manual 2
137. erral option is the most efficient way to enter patient specific information without navigating to multiple windows There are two options for entering a new patient into OTT in OTTR and is the recommended way to enter a recipient or living donor new referral to your program s The referral form is divided into frames Each frame has a header which defines the type of information being captured The New Patient option should be used when entering a deceased donor to the system in order to link to a recipient when a transplant occurs What does the referral form do e lt adds a new patient into OTTR e t places the patient into the correct program and creates the referral record e t captures insurance information and places the patient onto the financial coordinators Pending Benefits Verification list e It allows the user to enter the matching criteria required by the interface server to begin placing results within a patient record e It opens the referral record upon the saving and closing of this form Once the patient has been added to the database interfaced results and documents will tlow into the patient s record R can accept incoming messages from your facility s sending Depending on the interfaces your site has purchased OTT systems such as Lab ADT Radiology Pathology and Transcriptions Prior to entering the New Patient Referral it s recommended that you search for the patient using the Find Patient
138. ers window by any of the methods listed above select the Add Provider option This will open the Care Provider Search window tt ODN OT S O 3 Piel l e T CEPTE EE r Sp PV he own 2 an pie j pe Te p Pe j e tee Pet Peer gt Pe e Dees ni Nave Feet Naru i a 5 uw T 00 n noe Dana gt Dhen Liew repenti A foe G fani nn haro Puede Type R a he F ba hee a i Pernoe Pierce limoa nvse trt u waa ere Wr s 5 DEA Utens farsi Metew Lcerne Martini Pa hrote Fage wrt egn Search eat 2 tee aoe Medd ae Mosom Osr Stats dps Derr Kea P Ste 2 Se Da Set Gey A Ron h ash Verena me man Ders Mayan wate CON Comes Owa L 400 456 8 n 5 4 gt nern Ern listas Suia 4 525 1 Sil Hagin 4 AS TTT sea n Aan O pe TETE Tis p Toe Tenkies i ees Detra Rees uae TI OL be Seve Gayl cee x z ies Uere Don Sate 3 O1 Oroi Cicep L 855 555 170 i E a st 5 C u n ore n s ort fterw wo as o p errs te rr toes Deve Larose Soe S23 bd Set ay t SOTA Vj beetles w hise wwalt Ne le peesu bener lat 19 pe Hered aw thevywts s s it Dearest Doete ae id ee wee at Tet Parl Pae Gasset Zast Type the provider s name into the Search Text Field You can also use any of the search criteria in the top portion of the Care Provider Search window If typing within Search Text the displayed results will begin to limit by what has been typed until the desired n
139. es ABG s ASO closure AUC Barium nema Basic Metabolic Panel BMP Bloodwork Bilateral arterial carotid doppler Page 122 Search Text 2 hr urine for creatieine clearance and microalbuminuria C Word Match Substring Begin typing the name of the action in the Search Text field The displayed list will limit down to what has been typed Double click on the desired action once it appears or highlight the action and click OK The Action window will open Note Remember to use the More button and repeat your search if you don t find the action that meets your needs on initial search OTTR Version 6 0 User Manual 70 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 1 Action Tab Action Date Achan l inetructions Sigaste Authorization Ordered Ay y Don Lure ME Crange Schedule Drie fse 2012 1006 25 B Done Date p Outcome Response Pesan fest s Cia jeeds serum crasimme ocheduled and competed pror to 24 we Awet Close Saw Sea 4 Cosa Action Title of action being added Action Date Date the action was added to the patient record Urgency Click the drop down arrow to select the desired level If you select Delay Scheduling make a note in the comment section ind
140. es Info DOCUMENTS ccecceceeceeceecencenceecencensensenss New Patient Referral cccccccesececseseceeseeseees New Referral Form sccccccccccccccccncccceecsucecs Patient Demographics cceceeccecceeteeseensees BEG TOD pa ccacteseseeasnbesceessmecnsseetniadanamenneaes BITING o EIEEE E T E A E Employment Tab sooosesesssssseeeesssssessessssseee Home Address Tab c ccececeececesceeeeceneeees Local Temp Address Tab ccecceceeceeeeeseeees Education Ta Desrsorsers errs rreren ren ra EN Other Contacts TaD ssisderacevsoresconcoweneecaeensvenancess OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Demographics Tab caiiitsiiccscsarctsdbaiecsosacertadasesans Poon T Dai AE S Identifiers Tab oexssincecnndneeniccsiewenseeeieuconunteotdendens Programs TaD sssersrierivorertrrrrieii roter i ck draei IMSUICINCE sccccccccccccncoccvcoceucvccecvccccvcccevenceseuce Adding Insurance Providers sceseeeseeeeeees Standard Insurance Tabs sceeceseeceeceeseeses Policy Info Tab ccccceceecescensesseeceeceesensens Verification TaD apcstirengadtnexsesqicistvhinneaecteute Policy Holder Tab cccccesceeccessenceecsenees Company info TaD scice
141. es ip Ta Find C Review Somo gt Se im gt Do ff Refers y Evasions t ings Transplants V Show Deleted Notes Comment T an Progress Note Types ILAPR 2013 09 59 SLE revision Team notified of new referral 15 MAY 2012 10 07 SLK Patent called to confirm date of next appartment Van ed date and time with patent and confirmed receipt of lab order slip revesioy Patient was admitted fr premonia and is st team Sputum culture sent waning results Notice the deleted note displays with a line through the text The notes can be additionally sorted by Comment Type using the drop down box to choose a type OTTR Version 6 0 User Manual 96 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Scanned Documents When scanning received outside records it is best to group information being scanned together in a manner which will expedite the review of the documentation For example lab results visit history radiology reports or consults 17 0 T 200g 17 53 Records foen referring geruwidar patient s record wes scanned by ld Lab results were scanned by date ompleted Radiology reports were aiso scanned in order completed abs pdt 17 OCT 2009 18 02 Radio ogy Reports pat 17 OCT 2000 1802 eVisit Histo pdt IT OCT 2009
142. es pe ure oe pn All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only t 20 thet orn ass w paka tee Once you ve selected a Care Provider you ll be re directed back to the Care Providers window To view a provider s contact information highlight the desired provider and the contact information will display in the top portion of this window e bk gTr jee yam lim ere El Feras De prs S20 Tom js satte T en reo ihe ahem s De p ami fee ureter TL ep arte S Vota Lote re Wms Gee Wats Notte Peta Tee staraj Pelsooret eS 2 BYT Danpat Corna Ofw f tw ONT Fete oat e imeem D he Mirs l rte You can also specify the Referring Relationship by highlighting the provider and selecting the drop down option next to the Referring Relationship field If you need to remove a Care Provider from this list highlight the desired Care Provider and select the Remove Provider option OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 53 OTR CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Assigning a Medical Facility This section explains how to assign a Medical Facility such as a laboratory dial
143. ess and captures the distance from your facility if entered OTTR Version 6 0 User Manual 108 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Fesi Heart VAIN DETTE M Palad harep gees TEST irama wdi Dan Da E grm gi yte mere adi peb wibo p we SEATA R S OO ert gt U nme S io e kin tet hauiri Cacia WO CO NM Gy Peters maen ei tee tioa Gere Bean Emptoyeent Heme Adio Loca Tempe idiss Edem OmrerCweuts Dervograptece Phere ktertiiers Progema Pe pecs tan f Loca Phere TAAS Papyan 101 Ronso McDan oki Way m Oi kimass STPyes Pe Pasis Come l Corrert Local Temp Address Tab The Local Temp Address tab holds the patient s temporary address information if they live a distance from the center and are temporarily staying at a local residence Gert Em Enmgloynert Hora Addess Loca Tetip Address Fata Omer Contacts Demeguptics Phone Mertifers Progrera Highest Equcaen LD Educanen Level is Yoo in Schoo Education Tab The Education tab holds the patient s highest level of education and or year in school OTTR Version 6 0 User Manual 109 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being
144. esult in Misc Labs you ll need to contact your OTTR Administrator so that the lab can be properly mapped to the flowsheet The easiest way to access Misc Labs is by utilizing the Labs icon dropdown OTTR Version 6 0 User Manual 83 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Lab Types Fetch Limits l Seeshogy IT Shia Ordet l Steve Onder Dotais 7 Show Comments Fic Liston F ABG gt Oetwelt Sorting Adi Fetch JF Urieatysie zj The Fetch Limits area of the window will allow you to select a specific date range for the result s you are looking for The Lab Types area allows you to select the type of lab you wish to see all are checked by default Sorting can also be accomplished by selecting the column headers Patient Serology AITTA ee Sn a Trsr QTR Gat Lats peet ad Teck Window line a hangs Fet Dae Pen wa Ba iaaa s Chtea si Transit Ci Cairde i ati Amor Abenpes Cineal Aberta Powsl wets Hepatic pio rreson Labe Latas al Mecca CM Macias Chleit ae Proin List we Misc Labs Prape ites CIMINNA seg Add Misc Lab FA Patient Serology IA 7M BS pet fete gat foe aes ee e gR te ph ied em oe mt ert a e fo tae Ste A red Ciim 7 Ome amp me e favor tree Sumai
145. et Single Preference Defaults Fetch Date Logging Look amp Feel OTTR Password SyncScrofl Apphy Change s In the event you are experiencing issues with your window sizes you can use the Advanced option to reset your Preferences Reset All Preferences This will reset all of your preferences and revert them back to the standard Reset Single Preference This option will allow you to select a preference to reset In the example of having window splitter issues you may want to reset the single preference tor window sizing Once you ve set all of your preferences select Apply Changes and close this window using the x in the upper right of the window OTTR Version 6 0 User Manual 26 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC GARE SOLUTIONS Toolbars Icons and Master Menus This section explains how to set up your Toolbars which have certain icons that will allow for easier access to areas of the patient s record This section will also cover the Master Menus and the items within each menu so that you can be aware of other areas available to you that may not be accessible from an icon Toolbars contain icons that allow access to specific areas of the patient s record with a single click Based on the role s you may have you ll want to have certain tool
146. etach button to remove a Problem List diagnosis from the evaluation record OTTR Version 6 0 User Manual 151 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Labs Tab bewatsden Acteoe Diageeeee Late im Peapees fades eee faie ertag of Seavert Peers eT ne tad TIT Herma id yeten haai Pepe fe are Pee Levesttt8 Pairi orar Ved etrnare fea ee Attach Dee sites Dwa m pwa OF 40 memo oF a Man wa BD fem 2010 WA Click the New button to add a new lab result specific to this evaluation Click the Attach button to attach a lab result previously entered into the patient s record To remove a lab result from this window highlight it and click on the Detach button Instead of copying and pasting lab results into the lab actions ordered for the patient s evaluation the transplant coordinator will attach the lab results here by clicking on the Attach button TOS DASS TLL E ee we SD eS PNA WS 9 PE CREE p FP Sol 1h ot FD CERT Siro E10 OC Pc CRE O Doe OO td Le a aa gt 20 OF eb ie ee ak Fr a C18 ar h OJ tte 2S wow 200 Ow OD KP Pwo hoe aea ee aM M cows To select one result highlight it and click on the OK buton To select a range of results highlight the first lab and hold down the Shift key and click on the last
147. eviewed o Mark the actions as Done for those items that you ve just reviewed Items can be marked Done from the Patient Review window or on the My Pending Actions List If any of the items are part of an active evaluation be sure to put a short summary of the result in the comment section of the action e Check My Pending Actions List and complete or follow up on remaining items due for the day o The day prior to your Selection Committee meeting sort your list to look for the scheduled Selection Committee action indicating your patient is ready to present o Look for upcoming clinic appointment or initial visit actions to know who will be arriving for clinic so that their chart is updated e Check the Pending Medication Changes List and notify patient s of any medication changes e Check the Pending Evaluation Actions Not Done o Look for items yet to be completed o Once all evaluation items are completed add a Selection Committee action for that patient to indicate they are ready for presentation e As items arrive for patients update their records o Add any pertinent manual labs o Scan in documents o Prescription refills e Check Overdue Schedules o Follow up with patient s regarding overdue lab or clinic schedules OTTR Version 6 0 User Manual 205 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for traini
148. fidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Deceased Donor Death Info Death Information Patient Add Tools Windows Help Change Fetch Date Review Ctrl F Calendar Chart _ Demme LS i Demographics gt Death Info Devices Select Death Info from the Demo icon dropdown or from the Patient Master Menu select Demographics then Death Conte cot Dast is7 Age 2012 16 1300 B Fates eR Agr 2017 1h 1341 R n TRENACVASCILAR ACCDENT STROKE C Cn Cane u Desh CORENROVASCLEAR ACCDENT STROKE Change Cas cutesy Ceme e aah T Change Osaj imam Ceute of 5 Change Oos Aibcpey Commem NE ae Place of Dewt Hane Oeath reeveqberrt Hatatert Enter the Date of Death using the green calendar box The Date of Death Entered will default to today s date but can be modified using the green calendar box Cause of Death Secondary Cause of Death and Tertiary Cause of Death are entered using the Change button next to the fields The Autopsy box can be used to indicate whether an autopsy was performed Place of Death is a free text entry if known This area is also used to record recipient death information so the Death Transplant Related box is more applicable for that situation OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 178 All information contained herein is confidential and proprietary to OTTR
149. field of remove from cold storage through recipient unclamp time OTTR Version 6 0 User Manual 191 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Status Donos Tissues Organs Heat amp Lung Heat Expiam ymasio iene Pre Operathe Ventilator 1 On Ventitator O date time Of Vertilator o date time ee Ventiiation time 0000 HH MM On Bypass B datetime Of Bypass i _ _ date time c Intra op Transfessans Number of Blood Product Lael How Pre Operative Ventilator Place a check mark if yes On Ventilator Click on the green calendar to enter a date and time Off Ventilator Click on the green calendar to enter a date and time Post Op Ventilation time in hours This is a calculation of the On vent time through the Off vent time On Bypass Click on the green calendar to enter a date and time Off Bypass Click on the green calendar to enter a date and time Test Heart 4D 3837634 Intra op Transf Miel orm Edit Lists Patient Add Tools A ss ioy Find Review Demo By ins Heart Transplant Cardiology YAD DOB 01 J4N 1959 Number of Boon Units Blood Product Intra op Transfusions Click the Add Row button to enter the number of units and type of blood product C
150. fo Documents General _ History History Of Other specify comments Age at Onset Status Current Age ar Age at Paan he Heart Failure CHF 45 Deceased Delete Row Other Substance Specify Currently Using If Quit Date Last Used Mone Delete Row OTTR Version 6 0 User Manual 137 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Family Social History Tab Click the Add Row buttons under General Family History and Social History to open up the documentation windows ETEN PEE EE an oa ye tamt si bat ama oe ea Ddaw e E CITE bet ta Yon te IE EE nk G jep m Em red D eww S own Siw prt Pence Carin va Com Lome EB astwre Gy tram gt Ki ime vert trvesiace Corday WO oom DI tamrees fb Refers Gy fetus RS uerg i Oe poo d gairg Vere recetine pokies ext b Geer bem 2 packs per Gey Use a combination of dropdown choices and free text entries to document any family and social history Click OK when finished Sere Pype Desbetes onus pms pire Sentence tw Beate Spmety Curae anganani Pe 2 leeecca i paci Dey The entries will be displayed in row and column format To see the full entry double click on the row that you want to view To delete an entry highlight the row and select the Delete Row button On Spy coperti Age
151. g Pre Testing Eval Not Done Li 83 Wluso Yes Ler Transplant tuso The Count column details the number of actions on that particular list gt Re Check Tracked lists are assigned based upon your role or they may be self assigned if you have proper permission The Message of the Day window or the first window you see after you re logged in displays your assigned tracked lists This allows quick access to workflow lists to manage your daily tasks Check the box in front of Show Empty Tracked Lists to display of your tracked lists with a O count The Re Check button at the bottom will re check the system for new items and update the count column when selected Add Tracking To assign a workflow list to your Tracked Lists click the button in the bottom left of the Message of the Day window A Pick a Patient List window opens displaying all lists which the OTTR administrator has marked available for tracking Select the desired workflow list you want to assign and click the OK button amp Fuh a Parser Liri IESI as Gabea O a Patom Lists ActioasiNy Fondig Actions AJ Awetungity Ped Non SCT Awatng Coordmator Rewew Aamingidy Ped Reisted Donor SCT Awarting Coortnater Rears Awanngity Ped SCT Awaiting Coordnstor Rewew Amiina y Ped URD SCT Anetnng Coordeutor Renew Awenngidy Peds Hean Awating Coordinato ontw Awanngidy Peds mestice 4wating Coordinator Rewew Awartngtdy Peds biet Awatng Coordinato Rewew Awning Ay Petts UP
152. he difference between standard actions and those related to an evaluation What are Actions e Actions represent tasks for the clinical staff e Actions also represent tests orders that need to be scheduled and completed e Actions are used to indicate the status of a Lab or Document review e Actions are a visual clue as to where the patient is in the transplant process and help to drive your workflow e Actions can be pulled into a report or letter Like many areas of the OTTR application there are several ways of entering an action to a patient s record a M a mam IJ Add Action Sched Data The Add Action hyperlink on the Patient Review window OTTR Version 6 0 User Manual 69 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTR CHRONIC CARE SOLUTIONS Adding an Action CASS D Boodvart heresy FP gat CMP gat CBC w pits ovdotaro hoose an Arban TEST afirsarackna ddt 31046 div urine tor creative clearance and m croatbuminuna 24hr urine for protein creatinine clearance and microalburirasia AA Meeting Attendance Due Abdomen single anleropostetion wiew Adm to hospital Aerosol inhalation Pentamidine Pneumocystis Caring Pnevenonia Treatment Prophylaxis Alpha etoprotein AFP Armkaciy Level Anesthesia Consult 93544 Arterial Blood Gas
153. his area also populates the Previous Surgeries field in Candidate Listing record Received Transfusion When you add transfusion information using the New button this box will auto check To add transfusion history click on the New button To remove transfusion history highlight the row and click the Delete button directly across from the New button OTTR Version 6 0 User Manual 154 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS History of Present Illness Tab Liat _peetecs Ver a8 Cate Gee Vdd yf a Chief Complaint Free text field HPI Free text field Interim Hx Free text field To add a verification click on the Add Row button To remove a verification highlight the row and click on button Detailed Physical Exam y eati dans eas Vne e ete aate oe eia A wega istes ed rTP P ree Ilbete Tt ere hwre wee Seen wheter AU v eer ed oe hee a Je Ottes ed I Mes Vier Ary ote Ves iper mea Pore eee leer ed m we lhara F Wyrw hare lr Scop ote eed abbo I Whew haca ledi Vide a wet luad basogt letse ed in fege Jet lame wyg eee lered n Eren evur rapa hee wre hava larm Eaa Late ea Pome bee ew ests Wate lisca ewe map Dete ee ek a oe i E vets libary na oan Te 4 VA te eee wed awa Ce dae
154. his will be the most official diagnosis and is utilized in our Registry tool to complete the Teidi forms If the patient is being referred for a multi organ transplant put in the diagnosis that correlates with each diagnosis Altach Referred By wet Name zit Narre Wicress Line 1 Address Lite 2 Addresa Line J ty Tae Pioance Refening Retaticens hap Midde Name Sufix Phore Number Fax Number Pager Numer Emal Pom Code Save amp Once Revert The Referring MD frame allows you to associate the Referring MD to the patient s record You can t type into these fields instead you need to select the Attach button to open a provider search window to select the appropriate MD Once you ve selected the Referring MD also choose the Referring Relationship as Referring MD There are 2 other frames to document additional care providers such as Primary Care or Secondary Referring MD OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 104 All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC GARE SOLUTIONS bey p here me deasga Fety Hi Date Pees a gt The Insurance 1 area is where you ll document the patient s Primary Insurance if known Select the Attach button to choose an Insurance Provider and Plan You can free text the Policy Number Group Number Drug Pla
155. iagnoses Medications Labs Devices BMI Progress Notes Plan History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents El Visit Info 2 Type of Visit ofice s el Location Outpatient Clinic s i i Reason Post Transplant Routine Visit Attending MD Adelaida N Hardin Demo MD O Change RN Test Nurse sss c Missed Visit Patient Missed Visit 7 Reason for missed al visit Comments signoff Clear Signott Delete Revert Clase Save save amp Close Enter information regarding this visit or encounter using the free text and dropdown boxes If the patient missed the appointment you can document that information here as well Note The choices in the dropdown boxes can be modified by your OTTR Administrator OTTR Version 6 0 User Manual 143 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Viewing and Printing Encounters i gt bet ipm toe att foe rene ipii i ES a C eee m km ee S R a hw a naa 2 ue gt 16 day 2812 2 Cet Coteteget Cher Yee if Pow kupis 1 auta Polo wp Decree Vests tet Antal ieee e MALT teeta Ge tater FAm ns kepit hiep Ce eee OHAN I OD Ange
156. ibuted for training purposes only CHRONIC CARE SOLUTIONS Refetch OTTR Edit Lists Patient Add To Ctrl 5 Refetch Ctrl u If you ve made a change or entry and don t see it immediately available you can select the Refetch option in the OTTR Master Menu for a quick refresh OTTR Version 6 0 User Manual 16 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Initial Setup This section explains the steps you ll complete after your initial login to OTTR It defines the one time setup preferences each user should complete Setting Preferences To define on time individual preferences click the OTTR Master Menu option and then select Preferences F e amp OTR Message of tee Gay TEST nestapertedtis iaai DUE Ard EA ann Aa ot Oti Freen TGT taaa Gsl bateet pote yrds porn nee ae GTR jis Lee ot vp tite QTM fat Lam Bem ad ook Windows Help ne s I 4 ay a Reh tet z a Find Patent S Din j Pot Chip yaa Please select a pretorence section on the left Pank Preview Appearance dae choricut Defautts Open shortest Feick Ome sort Loggng Jongmy et Look amp Feet Emegercy Accs OTR Password Change ther Cirie Shtet SyncSerell Appearance Select the Appearance option Colors allow you to under
157. ical Exam Pain Assessment i Patient Education Visit Information Info Documents Actions New Action Add Plan Attach Action Detach Reschedule All Urgency Outcome Comment 09 Jul 2012 08 09 Jul 4201 Clinic Visit 25 Jun 20 Mone W i6 Ju 2012 09 Other Lab specify Schedule SignoFf Mark Done Set Responsible Person SSS gt Signott Clear Signott Delete Revert Close Save Save amp Close A plan can contain the standard items ordered by a physician including upcoming clinic appointments testing needed or follow up actions These action items can be added individually using the New Action button or as a group of actions called an order set action macro or a plan The order sets created by the OTTR Administrator enables a clinician to quickly add multiple action items to a patient record at once To add an order set select the Add Plan button To attach an action that has already been ordered select the Attach Action button To remove an action highlight the desired action and click the Detach button The Reschedule All button can be used if you want to reschedule all of the action items at one time An example of attaching a previously entered action is shown above The Clinic Visit action displayed in white was Attached to the encounter then marked Done since the patient arrived for the appointment Items displayed in blue have been scheduled but not marked done items
158. icating the reason for the delay By marking Store as a Progress Note the comment will display in the notes section on the Patient Review window Ordered By Click the Change button to select the ordering physician Schedule Date Click the Schedule button located at the bottom of the window to activate this field Type in the date and time or use the green calendar to set the date and time Note It s important to have the correct date and time of a scheduled test if you distribute or use the Patient Calendar Done Date To mark an action done click the Mark Done button located at the bottom of the window This defaults today s date into the field To change the date click on the calendar icon Mark the action as done only after you ve received the results of the test or consultation or the patient has arrived for the appointment in the case of a clinic visit Store as Progress Note If you place a checkmark in the Store as Progress Notes box once the action has been saved an Edit Note hyperlink will be visible and your comments will display on the Patient Review window If you select the hyperlink you ll be re directed to the corresponding Progress Note where you can edit the note and or send it as an email OTTR Version 6 0 User Manual 71 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training pu
159. icon to avoid a duplicate patient entry If the patient is already present in the system you would update the demographic information and add a new referral using the Referrals icon Select the drop down arrow next to the Find Patient icon and select New Patient Referral You can also select this option from the Tools master menu OTTR Version 6 0 User Manual 99 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS nm pa ja p pe pl pie ye P m iim Naa Ba muara ua ame 6m aa T oa Gererw iD Prefix Forst Hame O ea Last Name O R Maidon Mame Martal Status fdothers Marten Name Sae A Ciose Aran OTTR Version 6 0 User Manual 100 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS New Referral Form The first or General frame is your patient s basic demographic information such as Name Marital Status and Mother s Maiden Name You should enter as much information as possible into each frame but in the event you are limited on time the minimum information needed includes name date of birth name of referring physician and assigned progra
160. ider This list is identical to the Awaiting Coordinator Review List The difference is that the patients within have been assigned to the current user as a care provider To populate the list a patient must have received new information To be removed trom the list all new data must be Marked Reviewed Encounters Chronological Encounters This list displays all encounters for patients A patient may be displayed multiple times once for each encounter Encounters are not removed from the list Encounters Chronological Encounters for Past 12 Months This list displays all encounters that a patient has had within the past twelve months A patient may be displayed multiple times once for each encounter Encounters Unsigned Encounters This list displays encounters which have not yet been signed off A patient may be displayed multiple times once for each encounter Chronological Evaluations This list displays all evaluations in chronological order Open Evaluations The list displays all active patients which have an open evaluation record To remove a patient from this list an End Date and End Reason must be entered into the End tab of the evaluation record Financial Actions Needing Pre Auth with Patient Plan and Type This list displays actions that require financial authorization Actions that have a financial coverage rule will also display on this list Financial Awaiting Financial Coordinator Review This list displays p
161. ie Nasal Dieet Seqmemt te Oe ee Seat Cone sam soma cone OTTR Version 6 0 User Manual 88 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS oe ve he 2 leh fee ee Mi gt Cm m bie gt 4mm ae t ioe eaepiete P wen G rms towne tener ed porera s gt jiu Tiere CHEST ARAY TWO VIEWS AF a DOA POS PEA Oe The format of a standard text document consists of e Document Date Displays the date the document was created e Date Last Modified Displays the date the document was last modified e Last Modified By Displays the name of person who last modified it e Revision History Displays the number of revisions to the document e Number of attachments Displays the number of attached documents e Summary text box Users should enter a short summary of what the document contains This distinguishes reports and assists others when searching for specific information e Body Large free text field area for entering content You can also copy and paste information in this field For example if you have a result that you ve received electronically you can copy and paste the impression in the body and then attach the full document using the Add hyperlink e Add hyperlink Allows users to att
162. ient might need Patient MEETS or DOES NOT MEET inclusion criteria Place a check in the appropriate box Exception If an exception is being made for the patient document the information here OTTR Version 6 0 User Manual 160 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS ot 84 ee Cis Date Dt kn 2012 zi a tan 2012 7 T Yeo eee coments Social Woe No Comments Urgency Status Use the dropdown to select listing status Waitlist as Temporarily Inactive If temporarily inactive select the reason using the dropdown Non Transplant Candidacy Discussion If the patient is not a candidate document the specific discussion and reasons Patient Instructions Use the Add Row button to document any patient instructions given regarding listing further testing need etc Committee Clearance Use the provided fields to document the individual multi disciplinary decisions and concerns Saa Kopi jAdadaca NtedeCemc MO Cheape fret Cre sne _SeaAcne At the bottom of the form document the name of the primary coordinator and physician committee leader using the Change buttons Once saved the form can be found under in the Text Docs area and printed Some sites choose print this document have it signed by all committee members and sc
163. iert Status Lost to follow up date Biood Type lo NEG Vearthed by l Verthed oy Date of Lab Fetch Date Treatment Phase Lung Transplant Post Transplarit i Primary OX idiopathic Pulmonary Fibrosis UNOS 1608 Change _Ciear Secondary DX Premary Pulmonary Hypertenseon UNOS 1 Change Clear Tertiary DX Changa Clear Quaternary OX Change Clear Quintary DX Change Clear DX Comment Gestational Age Close Save amp Close To add a Primary DX or to change the diagnosis from that of the referring provider select the Change button to search for the primary diagnosis desired The primary diagnosis entered should be what is driving the need for a transplant and reflect the appropriate UNOS code This is especially important for populating the TEIDI forms correctly The primary diagnosis displays in the Demo Strip area of the Patient Review window atunVhage Post Transolant Lung Transplant oe s M TIM Renata Auge ee W 402 596 1204 aes ipseudornonas Apationt i FANI mairie ram IHeatary of OTTR Version 6 0 User Manual 64 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Problem List This section explains how to document the on going problems or diagnoses which a patient will have during the tra
164. information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Financial Pending MAP Re verification This list displays patients that have Unknown or Yes selected next to the Enrolled In Medication Access Program This information is located in the Prescription Benefits tab of the patient s Insurance Plan window To remove a patient from this list select the No option next to the Enrolled In Medication Access Program You can also enter a date within the Date Enrolled field and Until date field located under the Prescription Benefits tab of the patient s Insurance Plan window Financial Pending Pre certification This list displays patients who are in the Evaluation Treatment Phase and have either Unknown or Yes selected within the Authorization Required for Evaluation field These fields are located under the Authorization Numbers tab of the Insurance Plan window To remove a patient s record from this list enter the Evaluation Pre certification Number under the Authorization Numbers tab of the patient s Insurance Plan window Financial Pending Prior Approval Re verification This list displays patients who are Listed Candidates and are within 10 days of the Until date within the Authorization Numbers tab of the patient s Insurance Plan window To remove a patient s record from this list the user must call the patient s insuranc
165. ing this Icon opens the Evaluation window for the selected patient ww saeenane j2 Selecting the drop down arrow next to the Evaluations Icon allows you to add an Evaluation to the patient s record Candidate Listing Aal selecting this Icon opens the Candidate Listing window for the selected patient iai USL i Selecting the drop down arrow next to the Listings Icon allows you to add a Candidate Listing to the patient s record Transplant Selecting this Icon opens the Transplant window for the selected patient Transplants iw i Selecting the drop down arrow next to the Transplants Icon allows you to add a Transplant to the patient s record Encounters Selecting this Icon opens the Encounters window for the selected patient a Sarpuntory W Selecting the drop down arrow next to the Encounters Icon allows you to add an Encounter to the patient s record OTTR Version 6 0 User Manual 30 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Potential Donors Potential Donors Selecting this Icon opens the Potential Donors window for the selected patient Recipient i Potential Donors 7 Selecting the drop down arrow next to the Potential Donors Icon allows you to add a new Potential Donor to the Recipient s record OTT
166. ion has been discontinued or ended Actions Not Scheduled This color displays when an action has been entered on a patient s record but has not been scheduled Actions Not Done This color displays when an action has been entered on a patient s record has been scheduled but not marked done Actions Urgent This color displays when an action has been entered on a patient s record and the Urgency Level has been marked as Urgent Diagnosis Preliminary This color displays when a diagnosis has been entered on a patient s record and has not been marked as confirmed Diagnosis Deleted Verified Negative This color displays when a diagnosis has been entered on a patient s record and then veritied negative For example a diagnosis was entered and later found to be an inaccurate or incorrect diagnosis it would be marked as Verified Negative OTTR Version 6 0 User Manual 18 2012 OTIR Chronic Care Solutions OTA CHRONIC CARE SOLUTIONS j hall All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only sats Ovtai et Peo QUR p i jam feiern Acti Doce Wiredowse bide A Meat Feiert 7 tear ed Paya Lietests Fetch Date Logue Loot Fes OTTA Password Wyte yt ee A fa Datari Mizi Yet Netr es teaidte Nore neni Ponty leew Lab Lat ffe Yiedehon Prebtremat n
167. irterpetation A vo Seeen Tat 7 Doppler echocerdogranty compiate EXG Mammagaphy Gitatacal Echocantegem T RighoLe Heart Catheteczaion 53526 M Right Hean Cathetartz ation Prowtate spucilc ariigen PSA Tota Binodagi M all Hiat Catuiwitatisri T HATDA OA N A oe Vi a TAI F Guha A be Araian gt Cancel Save amp Cortinue The initial evaluation window displays the most common types of actions ordered for the selected evaluation and the name of the provider evaluating the patient Click the Change button to modify the care provider performing the evaluation Place a check in the boxes for the actions you wish to order as part of the evaluation and uncheck any actions that aren t applicable Save amp Continue when finished OTTR Version 6 0 User Manual 148 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Evaluation Tab Esae Abos Dogus Late Prpeu itere Hifas icme Dessus rate of Preted Omens ee Nead Mpita a F care F gra a ad beet hei Ceascees Late tu etetee fat Warteay T Akras Darn MO ry Ew te me on Yuta mece Pad Dew Pawe Caste Pahitihet Rego Carry ee ea Jed buaa megea lp masey ijprrai et eee y Apya paswa s Pun iene Eval Date Captures the date the evaluation
168. is being distributed for training purposes only Adding a New Medical Facility to the Database If during the initial search for the provider it was determined they weren t listed in the database you can add them if you have the proper permissions assigned Select the Add New Provider option You can also select the New button in the Provider Search window bh ial aiti bse a at tee OA fet jee G Pate di Toe Windows piep Pet ee ee O maan aay Tala Prance T liranani y a Lab Preah Typa 7 Lats Prodata fat thee Pateri Lab Prrosdw Laa Praids Type MO Sam FPimey b Tesi Lae Bar secar hosta Phewree Porabo Fa breise havon sean IKA wperites ge Seance te a Proder Femelle Geucone Meter HRS Meckcal Labs amp Distyee Cotter 1777 Noth tst Street Sete One Orvebe ME O11 12048 MKS Sarrple Lab Factty 11205 Wier Sete 310 Omata ME Mid 18 220 Morne and C ice Med 602 Center Checago L 412455 824 lreratekgy Lab a Fansa Jobtsta Lab 712 Forani Pait Sade 11 Forest Gane OR 223 490 2883 Jen s Lab 1112272 lsd 1 414 250 1000 Lam Prowdera of Netessea SrethJones Laboratory he 74 tst Straat Creatas ME 20555 2292 Tet 2 Seating cty Task 555 5555 Tost Facdty 15655 Test st test TE 655 555 TEST Facdty 2 1111111 En 1st testerg tower Shedddd TES tehty testy TE 55 40 Test Lad TS Test Lab Dr Omata ME S02 458 4579 Testing L
169. ismatch Potential Donor ABO or Rh This list displays the recipient s name and blood type and the donor s name and blood type To be added to the list the blood types will not match To be removed from the list blood types must match Blood type Mismatch Transplanted ABO only This list displays patients who have been transplanted It also includes the non matching ABO for the recipient and donor CMS Cadaveric Transplants This list displays all transplanted patients that have the transplant type of cadaveric The patient is added to this list when a user enters a transplant event and selects the transplant type of cadaveric This list displays data for the past 3 years CMS Current Listed Patients This list displays all patients who have an open candidate listing and do not have a listing status of Status 7 Patients are removed from the list when a listing end date is entered CMS Living Donors This list displays all patients who have been living donors The patient must be a member of a living donor program The patient is added to this list by attaching the donor to the recipient transplant record and selecting the transplant type of living related or living unrelated This list displays data tor the past 3 years CMS Patients Removed from Waitlist This list displays patients who have been removed from the active waitlist for any reason A patient is added to this list when a listing end date and reason is entered an
170. ist date must pass or event completed OTTR Version 6 0 User Manual 199 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Patient Calendar To view a patient s calendar from the Patient Master Menu select Calendar then Calendar OIR ph pm ae ee Siem iae ipi st tf weve Dy eee eet C me owe fete Change the view here A en ne zioa gt nan gt F maren gt eee i gun Te Baw Pr hasi upia or mej ED Lab Schedis easi henpiari ol Wasta i 3 a 2j sjn toes of p uD un El Serete Youry aa check up Met Dais gt Er tT maart Fa Wo aper bte ta E CSc yctveckee zj bep hapni tary ow a ar Fr 4 ja Al ai A aii ua a i a gt j 4 store per hopea has SIA Propers Natty aE Schori Chw 3 Sank Gorense Patient am ate SL KP aiai ated Tae Stet Ove wi panva sgh bom ee ets Be Dery 2 wets Every woes eee OF gr eee a 241 Saa il mn Ma T E ud Sctedde Ew 4 Vesta The calendar can be used to match appointments with a date that the patient is already scheduled to be at the facility OTTR Version 6 0 User Manual 200 2012 OTTR Chronic Care Solutions OT CHRONIC CARE SOLUTIONS To print a copy of the calendar from the Patient Master Menu select Reports then Patient Calendar OTTR Version 6 0 User
171. l images You can access the Patient Demographics window using the icon or the Patient Master Menu A multi tabbed patient demographic window opens and offers you the ability to update patient specific demographic information Information entered here flows throughout OTTR and displays automatically whenever those fields are included within an active window Note this is the window that opens when you select the New Patient option to enter deceased donor information General Tab The first tab is the General tab Information that s been entered into the New Patient Referral form will display You can update information as needed within the various tabs Add a Photo Click on the Add Photo button and navigate to where you have saved the digital picture Highlight the desired digital image and click Open The selected digital image will then display where you see No photo available Note A good size to save digital images is 300 X 300 dpi To remove a photo select the Clear Photo button OTTR Version 6 0 User Manual 106 2012 OTIR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS General Ore Exotoymert Demogractics Phone iectifers Programs Home Address Beth Dato 15 Apr 1972 Sountyw PanstvMeath t Hogon Local Temp Address Lay Sure Proence All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only
172. l information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Progress Notes Tab Test Heart A0 3837634 Heart Transplant Encounter isit TEST ottrsaraclin dbs3 0A6 ome Edit Lists Patient dd Tools Windows Help i ee mm f Find z Review py Demo g rach o gc F E ipi has Heart Transplant Cardiology vap DOB 01 JAN 1358 Referrals i Evaluations Listings te Transplants Encounter Diagnoses Medications Labs Devices Bmi Progress Notes Pian History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents New Attach Detach JUL O12 08 21 SLE Patient arrived with caregiver for appointment Brought home binder in for review Patient and cargiver have been compliant in recording daily vitals weights and medication administration Mew recording sheets given to them Copy made of existing recording sheets and scanned into record Signott Clear signott 1eye Save save amp Close Progress notes can be entered during the encounter Once written they will also display on the Patient Review window To write a new progress note click the New button To add an existing progress note to this encounter click the Attach button To remove a progress no
173. lab All labs between the two selected will become highlighted Click OK To select multiple labs individually highlight a lab and hold down the Ctrl key and select the remaining labs Click OK OTTR Version 6 0 User Manual 152 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS BMI Tab Dwat Ammas Dapoi Labe ma Praper ties Ffacs bistors ed Frriari Dasi Fordi Boe oe Heter Respe d piers Deira Perd Perm PinAssemruri Pmi irse Vstkibrmens fre how Atish That of Late h w ih ie 7 Click the New button to add the patient s Height and Weight OTTR performs an auto calculation for the BMI and BSA To attach a previous BMI click the Attach button To remove a BMI from this record highlight it and click the Detach button Dakin Acinos apotee tate FiogeesNows mwari Scand Dansvents f Huey ot Pheaari Fuaga Hevewolfievters Gatun Pryce tsa Puwetpccut itary biisoni Selection Corrntee Ena Path leet n diat pregreee notes Ga Pre SUT aw feet ote here LSS SL Pasees Neate Paar yed eth Gerd Soar wo wl sbo oct su prow p cager ater war ote wnk to De regictreter Ani tad regni eteek tee seeetence beck o fe rear ot De taisce woe tes fer and be wee corno chert of treet Wer ewed grocers of eveteates eth peter oui Gere f
174. led or marked done and are assigned to the current user These actions will include those for patients who are assigned to the current user or actions that have been assigned to the current user as a responsible person To have an action removed from the list the action needs to have a scheduled date and a done date Actions Pending Actions All This list displays all actions that are unscheduled and have not been marked done To populate the list a patient must have an action which requires scheduling and for it to be marked done To be removed from the list the action will need to be scheduled and marked done Actions Pending Actions Not Done This list displays all actions that are not marked done To populate the list a patient must have an action that requires it be marked done To be removed from the list the action must be marked done Actions Pending Actions Unscheduled This list displays all actions which are not yet scheduled To populate the list a patient must have an action which requires scheduling To be removed from the list the action must have a scheduled date Awaiting Coordinator Review This list displays patients who have received new documentation within their OTTR record All information must be reviewed prior to selecting the Marked Reviewed button Patients may have multiple labs or documents which need reviewed Select the New Info tab to review the new labs and documents To populate the list a p
175. lick OK when finished You can continue to make multiple entries using the Add Row feature OTTR Version 6 0 User Manual 192 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC GARE SOLUTIONS Status Tab General Surgery Status Donors Tissues Organs Heart amp Lung Heart Explant Employment Status Working Full Time sssss lt sSSSSS Functional Status KARNOFSKY 90 Able to carry on normal activity minor symptoms of disease Life Support Medical Condition Unknowns Test Results at transplant time HCV RNA PCR Po ILA Locus A 243200 HLA Locus DR HLA Locus B 12 45 HLA Locus DQ HLA Locus C 54 34 Varicella Zoster IgG Titer Varicella Zoster IgM Cytomegalovirus IgM a Antibody CYIGM Cytomegalovirus IgG Antibody Cytomegalovirus IgG Antibody C Level CYIGG Employment Status Pulls information entered into patient demographics You can modify or add a selection by clicking on the drop down arrow Functional Status Pulls information entered into patient demographics You can modify or add a selection by clicking on the drop down arrow Life Support Click on the drop down arrow to make a selection Medical Condition Click on the drop down arrow to make a selection Test Results at transplant time Pulls lab results curre
176. ll information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Now that you have created a list by naming it and adding patients to it the list becomes available under the Lists My Patient Lists menu option You can create multiple lists which combine patients for your own specific needs Lists Patient Add Tools Windows Help BMT Non Tx Pediatric Tx Deleting a My Patient List To delete a list you must first remove all of the patients within the list Highlight each patient and select Remove Patient Once all of the patients have been removed the Delete List option becomes active Select Delete List to remove the list from your My Patient Lists menu option Coumadin Levels TESI testuser Gabas QTTR Ede Lists Patera Add Toots Windows Heip x a Na a Find Patent Annie adi emn LF e E Description Coumadin Leveis Data New info LastName First Name Status DOB ID Test Sara Ot Jan 197_ 87654 Test 50 Outpatient 15 Apr 7197 MRN48571 Test so Outpatient 25 Ap195 MRN123 J items in list Add Patient emi ate Refetch OTTR Version 6 0 User Manual 44 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE
177. m You ll have to enter the missing patient information at a different time using the demographics insurance and care provides icons to complete the record Birth Ome County PanshiHealth Ragion Chizenshio AN Date of Entry mto US Save amp Close Revert The Birth frame is where you ll document the patient s date of birth location of birth and citizenship information Identifiers f TRA ID o HIC Number UNOS Number Account Number P MRN 38746 SSN 300 00 4455 o Save amp Close Following the Birth frame is the Identifiers frame Document the patient s MRN SSN or other site defined Identifiers that are known In the Programs frame place your patient in the appropriate program If the patient is being referred for more than one type of transplant place a check in the box next to each applicable program OTTR Version 6 0 User Manual 101 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS maten Raar U beer ay we tt ee oy e tow aore et Hbre Eepirpre Afaa Datan bom Cortet agdess Postal Ooie Courty P anah Heath Regan Sourtry Seve Chis Amet Mstance tom Centar K Local Phone Adasi ny Josta Codo Ommont Saw Oore Rever The Local T
178. mo X Ad Death Info Selecting the drop down arrow next to the Demo Icon opens the Death Information for the selected patient OTTR Version 6 0 User Manual 28 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Insurance tial Selecting this Icon opens the Insurance coverage for the selected patient It displays the patient s current insurance and also historical insurance providers hae 1 Insurance Notes p Selecting the drop down arrow next to the Ins Icon allows you to access Insurance Notes for the selected patient Labs pe Selecting this Icon opens the Labs for the selected patient This icon opens the appropriate flow sheet based upon the patient s Treatment Phase Add Lab Misc Labs Flowsheets access Miscellaneous Labs and view certain flowsheets Selecting the drop down arrow next to the Lab Icon allows you to enter a lab Medications ad Selecting this Icon opens the Medications window for the selected patient Selecting the drop down arrow next to the Medications Icon allows you to add a medication to the patient s record Actions d Selecting this Icon opens the Actions window for the selected patient Selecting the drop down arrow next to the Actions Icon allows you to add an action to the patient s record Progress Notes Ania Selecting
179. movement and when med doses ara missed T7 gout medication rest diet modification 8 Click the Add Row button to open the documentation window and use the dropdown and free text boxes to enter your pain assessment Click OK when finished Jes Hoort VADI WITE weart Irento freoeutirr Ve arm lla 2 d Pel ES GFT Ge iste etme dki te Wert SE Heigl A whee t Moar Tangise Coren UD COR Maia FP Aarona iy ns ure _ Wephees Excowter Diagnoses Medcatone taze Devces Mi Propose Notes Pian History of Present Miess Fenity Socmd Mstwy mewo Syms Daaied Physical Esam FanAssesamet PanenEdcation Veet iteration lets Docements Pain Aneeeament Pan r Ye 7 No com amp mm Pain Pan Scao Locetien Charatter Suan Mote warso by Mate banner by 2 Mid Pas siema mcisean elenvetiert Move treet i Seer Le arbire burey Constantine and when met gout mectrcation resi Sei modetceton siete tice Renn cose Sou santone Your assessment is now entered and displayed in row and column format To see the full entry double click on the row that you want to view To delete an entry highlight the row and select the Delete Row button OTTR Version 6 0 User Manual 141 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHR
180. n History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents Encounter Type sat Encounter With Harry Heart Hape 0 Set Encounter Date 09 Jul 2012 08 39 55 Fe Duration hh mm bto Linked Tranapiant Set Clear _Open swor Sd siof Date SY signoff History Modified By Change Reason Signott Clear Signotf Delete Revert Close Save Save amp Close Encounter Type Displays the encounter type added To change this encounter type select the Set button Encounter With Displays the care provider s name that the patient is seeing To change name of the care provider select the Set button Encounter Date Displays the date and time the encounter was added This can be moditied using the green calendar button Duration hh mm Sites may track how long encounters take Enter the total time of visit Linked Transplant Displays the transplant it is linked to if post transplant To link it to a different transplant click on the Set button to select the transplant event Signoff By Date To signoff an encounter you must have the permissions granted in OTTR Select the Signoff button To remove a signoff select the Clear Signoff button Once an encounter is signed off it is locked and no further documentation can be added or moditied OTTR Version 6 0 User Manual 130 2012 OTTR Chronic Care S
181. n Name and Case Manager information or add them to the Insurance window at a later date Click the Enter Patient as Policy Holder button if applicable which auto populates the information into the blanks if entered in the frame above The following 2 frames are to document Secondary and Tertiary Insurance Provider Coordinator Ea rji Save amp Close Revert The last frame is the Next window to view frame This is where OTTR will re direct you once you have selected the Save amp Close The Referral window is recommended and set as a default so that you can add the referral event to the record However you have the option to go to the patient s Demographics the Patient Review window or OTTR can close this screen and not direct you anywhere after entering this information Note that the Revert button at the bottom of the window clears all information that has been entered up to that point when selected OTTR Version 6 0 User Manual 105 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Patient Demographics After entering your referral you may need to review add or update information in the patient demographics to complete the record This section reviews how to access the patient s demographic windows and how to attach or remove digita
182. n arrow to select lung lobe s you wish to make a comment about OTTR Version 6 0 User Manual 167 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Comment Enter a desired comment about the selected lung lobe s Previous Surgeries Displays information that was entered in the patients Risk Factors Special Considerations Enter any special considerations for this candidate listing record Option Boxes Place a checkmark in the option boxes which are appropriate for this candidate listing record Other Listings Button Clicking on this button displays the patient s previous candidate listings Ready for Transplant Place a checkmark in the Ready for Transplant when applicable Mark Ready By Displays the clinicians name who selected the Ready for Transplant option box Insurance Authorization Enter the patient s authorization number for transplant Form Submission Date Enter the date the Transplant Registry form was formally submitted Transplant Number Automatically displays what number this transplant is for the patient Evaluation Score Enter the patient s evaluation score is applicable Donor Weight Range Enter the desired donor weight range Donor Age Range Enter the desired donor age range OTTR Version 6 0 User Manu
183. n minutes or hours The system will automotically display the list status at the desired time limit entered Tip When you login the system will automatically check for new items An alternative way to Add Tracking is through the Master Menu From the Master Menu select Lists specific Program category of desired list specific List OIR Edt pes dee Akt Mos winds tte a mt dennie be gt Morr Te a n heart eeit b La Weert lung trennlet gt Q Whee harsoa j 9 a feet Cel haragi gt Chbery liorasiirt Afora Dati 7 diys Message of the Day 3 Tracked Lists cede 5 a Perdih Aiia Ab Ley Moraiart F Show Empty Tracked Liste Show All Users Tome Eestustern Brine dictions tek Grind ai Mia Pationt Let Toen Peneing Achior Unecteck sed Hine Tranephane Aiding Kideey Trasapani Awailitg Physitian Rew Aeading Ailing My Kidney Transplant Awating Coorbnator Re Shaddai aman er fee pe OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions ae ee sen Protons Perai Pre Testing ive A ecrey erecdet Pending Pre Testing Eva Wor Done iney Traction Pending Pre TestingTva Luzie decd drep Traneplant dh A de Ja Aeh d S A A 40 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Limit Data Descripti
184. nce provider to the transplant record Graft Failure Date Click on the green calendar to enter a date If the transplant fails the coordinator must enter the graft failure date within the original transplant record Graft Failure Reason Click the Search button to select a graft failure reason Graft Enter the number for this type of graft of HLA Matches Enter the number of HLA matches completed Match Grade Click on the drop down arrow to make a selection HLA Mismatched Antigens Enter the mismatched antigen information in the corresponding fields Exclude From Statistics If checked this transplant record will not be included in life table statistics OTTR Version 6 0 User Manual 189 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Surgery Tab Surgeon Click the Search button to make a selection from the available transplant surgeons Surgeon 2 Click the Search button to make a selection Admit Click the green calendar to enter the date and time of admission Discharge Click the green calendar to enter the date and time of discharge Start Case Click the green calendar to enter the date and time that the patient entered the OR room wheels in End Case Click the green calendar to enter the date and time that the patie
185. ng purposes OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 35 All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 5 Add Master Menu Add Tools Windows Help Patient A D T Action Action Macro Allergy Candidate Listing Clinical Alert Ctrl ShiFt 4 Clinical Trial Diag to Problem List Encounter Evaluation Financial Insurance Mote Insurance Plan Lab Medication Medication Macros Misc Lab Potential Donor Potential Recipient Progress Mote Ctrl M Protocal Referral Registry Form Schedule Text Documents Training Order Set Transplant Solid Organ The Add master menu displays the most common types of actions medications encounters evaluations schedules and text documents added to a patient record without having to perform a search It provides the ability to quickly add the most common items to a patient s record The OTTR Administrator has the ability to configure this area specific to your site s needs OTTR Version 6 0 User Manual 36 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR or TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 6 Tools Master Menu Tools Windows Help Find Cbrl shift F Find Optio
186. ng purposes only CHRONIC CARE SOLUTIONS General Daily Workflow Transplant Assistants e Check My Pending Actions List and complete or follow up on remaining items due for the day that are assigned to you o Look for upcoming clinic appointment or initial visit actions to know who will be arriving for clinic so that their chart is updated o Schedule outstanding tests or appointments e Check the Pending Actions Unscheduled and Not Done lists to follow up on items that aren t assigned directly to you but may need completed e Check the Pending Evaluation Actions Unscheduled o Schedule any unscheduled items o Once all evaluation items are completed add a Selection Committee action for that patient to indicate they are ready for presentation e Check the Pending Evaluation Actions Not Done o Follow up with any patients who were due for scheduled testing or consults and you ve yet to see results e As items arrive for patients update their records o Add any pertinent manual labs o Scan in documents e Check Overdue Schedules o Follow up with patient s regarding overdue lab or clinic schedules e When patient s arrive for clinic o Verify demographic information o Verify Allergies o Add Vital Signs Height and Weight using the Patient master menu select Chart select BSA Vitals OTTR Version 6 0 User Manual 206 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR
187. nly CHRONIC CARE SOLUTIONS IOE ph po pam gh pe iion ii i t Cimma o m lll gt E j preisi O emcees Donor Info Organ Recovery Tab Complete the information for the type of organ recovered You can also document information regarding other organs removed from that donor if known This may be useful post transplant D Tompa Date Organ Fatine Datel Let Hare iret Name CREED 10 dire 2009 0 OF body Darter Demme Georgeanmn ismi Cima f Son Saw k Cie Donor Info Patients for this Donor This window displays all recipients in your system who have been transplanted with organs from this donor patient but isn t populated until after a transplant event has been recorded in a recipient s record and the donor has been linked OTTR Version 6 0 User Manual 183 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Adding Potential Donors add Potential Donor Patient Add Toole Windows Halp change Fetch Gate i Tast Dara Review ad R W ney Transplant Lung Transplan Calendar hark Demographics Devices Encounters Age 3 Info Documents Insurance Pre Transplant Providers Reports Review Taxt bocuments Donor Info Potential Donors Potential Recipients Transplant Solid Grgan While still in your donor record you
188. ns Message of the Day Hew Patient Referral Quick Referral Admin Devices Import Export Info Documents Insurance Plan Coverage Life Table Providers Registry Reports Survival Curves If a user has the permissions assigned to add providers to the database they will do so under the Tools master menu by clicking on Tools Providers Add Care Providers Providers can be Hospitals Insurance Providers Pharmacies Laboratories and Non Facility Care Providers Info Documents which are stored in OTTR may be printed for patients as needed Reports that apply to all patients within the program are accessed and ran from the Tools Reports menu option The Transplant On Call report is an example of this type of report OTTR Version 6 0 User Manual 37 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS 7 Windows Master Menu windows Help Close Window krl Cascade Save Window Settings Save All 4s Shortcut Toolbars Patient Windows Show All windows OTTR Message of the Day TEST ottrsaraclin dbs3 O46 Test Heart VAD S6376344 All Text Documents TEST ottrsaraclin dbs3 QAS Test Heart YAD 3837634 Echocardiogram TEST ottrsaraclin dbs3 O46 Test Heart AD 3837634 Patient Review TEST ottrsaraclint dbs3 O
189. ns below For example choose the will enter that option in each section below eat te es VAD 07 Hij l e as pajro i vie tran OTR GR Late gaiari g t Dade Brdas tik A EA T A amp F a rana e ie o Ehe l Hast Tramplent Cedok WO DO Oivo f nelmas y tous t irg eita gt Enceurter Dagos Medications Lobe Oences BM ProgeseNetee Pian History of Present rass FamtySocwiHistory RewewalSyateme Datared Physica Exam Fait Assessment Patient Education visi Whnnation his Documents Pain Assessmeni Pain O Yes Wo Pain Pain Scale Location Characsar Duration Mado warse by Made bono by 2 Mid an ciema incision mternretion mooearniont Leiritie Hia OTTR Version 6 0 User Manual 140 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Pain Assessment Tab Co Cr n F Use the radio buttons to indicate whether pain is present re Pain Inepector TEST miirsaracrhh adda 3 146 OM gelt pte puare Git Jook comme te FSi Soke wih ret C amen ore e Eim Paart Trarnplort Caniboingy VAD DOB G1 tan2050 G Rei Gy Ekan timg e Pain Scale E Severe Pain S Eet anke Srt CS CS lt i OS O O lt tT Character buning Duration constant Made worse by
190. nsplant process These diagnoses are displayed in the following area of the patient s record yan Haap HPV peia 4 P a M Se SS Tx ete 4 y Dagtid Nita NT P a A 1D Cote Mate Oy Erte ps My ote Sched Cute Dor gra Ove ibp whi Da Add Diagnosis ee 7 ti A x SMe NOt Hew O Vetiwe Ae Of le Ne hee Li mw ad a ooo O WD_ 88893939 I hyperlink c iAP Oh Awetees Crew MAd Nee aa a4 2 Cf LEDO omua 34 4430 Mon i e ETO AEN O E O E NA T E E EET Doties Emi Oete Medico Owse Lets SU Coewnert Mette Jira ZTT TTE f i Ji wF t 13 39 oppad be chee amp el piorar Lag oe Atad s a188 tja paper aes mere Tells stes tet i 1 tees Aran yes l 1006 3012 OTIR Oewe Coe Seen Acute relection OKT moriam Acule tape lied steed asise Acute rection shori pam iia Hy peracula rejection dre ty i cti eenn Adb tw oun nn este rejection ma slarokd becrezse tterertodup O Vmi Maish Subatring Search for the desired diagnosis in the Search Text box highlight and click OK or just double click to open the New Diagnosis window Note If you can t find the diagnosis you re looking for click the More button and repeat your search The More button provides access to all options available in the database OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 65 All information contained herein is confidential and proprietary to OTTR Chronic Care
191. nt Refer to the Donor Management section for detailed instructions on adding and managing donors gt Add Transplant A Transplant event is added to the recipient s record using the Add Transplant option from the Transplants icon dropdown or from the Add Master Menu select Transplant Solid Organ top 1 Wee Match Riiamtep The window titled Select a donor for the new transplant record will open All potential donors will be displayed Select the appropriate donor by highlighting and double clicking on the appropriate donor or highlight and select Ok OTTR Version 6 0 User Manual 188 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS General Tab Date of Transplant Click the green calendar to enter the transplant date Organ Type Click the drop down arrow to make a selection Transplant Type Click the drop down arrow to make a selection Transplant Facility Click the Search button to select the facility where the transplant was pertormed Transplant Coordinator Click the Search button to select the transplant coordinator s name Insurance Plan Displays the patient s primary insurance provider at the time of the transplant If no insurance provider is displayed click the Search button to add the patient s primary insura
192. nt for the patient at the time of transplant OTTR Version 6 0 User Manual 193 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Donors Tab ate of Transpient Seon ea E Cogan Type Transptast Tepe Cadaver j Gereral Sugary States Ooeors TissuesiOrgans Lier Name Daner Number Secondary Number Donor Patient IO Relaonsip to Patient ORIV 25 Dosa ass Urwetated 7 To remove a previously Click to Add a Donor if not e added donor highlight previously linked the row and select oe R D SORE eB emove Donor Donor Ps iest 3 Recovery Date Start Time End Tere Recovery By Recovery Location SiS ship to Patient Displays information Edt Denar entered in the donor record Other Trasspiares When initially adding a transplant to the recipient record the clinician can select and attach the donor patient for this transplant record If selected information entered in the donor s record displays in the linked fields If the donor isn t added when initially adding the transplant the Add Donor button can be selected to choose from the list of potential donors Name Displays the donor patient s name Number amp Secondary Number Site defined but is usually the UNOS number Donor Patient ID OTTR auto generated ID Relati
193. nt left the OR room wheels out Surgical Technique Free text field Primary Incision Click on the drop down arrow to make a selection Post Op Days in Hospital Enter the number of days the patient remained in the hospital post transplant Post Op Days in ICU Enter the number of days the patient remained in the ICU Additional Days in ICU Enter the number of additional days in the ICU outside of originally expected days OTTR Version 6 0 User Manual 190 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Surgery Tab cont Estimated Blood Loss Enter the amount of blood loss Total Urine Output Enter total urine output amount Cross Donor Clamp Time Click on the green calendar to enter a date and time Skin incision start time Click on the green calendar to enter a date and time Skin incision stop time Click on the green calendar to enter a date and time Removed From Cold Storage Click on the green calendar to enter a date Recipient Unclamp Time Click on the green calendar to enter a date and time Cold Ischemic Time This is a calculated field of cross clamp time through the remove from cold storage time Organ Removal Click on the green calendar to enter a date and time Warm Ischemic Anastomosis Time Calculated
194. nter s needs OTTR Version 6 0 User Manual 158 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Preparation for Selection Commitee To determine which patient s record is ready to be presented at the committee the coordinator must first ensure all of the ordered actions have been completed Use the Lists Master Menu to access the open evaluations Lists Evaluations Open Evaluations list Highlight a row within the list to activate the patient s record Click on the Actions icon to open the patient s action window Seved Cate Cescrpter Dna Worcs Seted By Dose Date Qatved Gy Eoterwn By 1 Notice in the first example actions have been ordered but need to be scheduled Yellow There is one action which has been scheduled but not yet marked done Blue This patient s record is not ready to be presented at the committee meeting In the second example all of the evaluation actions have been marked done White When all of the evaluation actions have been completed the patient is ready to be presented at the Selection Committee meeting Add an action of Selection Committee to the patient s record and schedule it for the next meeting s date The Lists Actions Pending Actions Not Done list can be used to sort all patient s with that open action letting you know wh
195. nts Insurance Scanned Docs Clinical Trials Cov Prescription Benefits Approval Letters Denial Letters Enter Patient as Policy Holder Name Heart VAD Test Birthdate 01 Jan 1959 amp amp SSN 400 66 9988 Relationship None Employer Home Decorators Inc Emp Status Working Full Time Additional Policy Holder Info Address Line 1 Address Line 2 City State ZIP Code Telephone Number Employer Telephone Number Comment Self Funded Group Unknown Yes C No If the patient is the policy holder click on the Enter Patient as Policy Holder button to auto populate the remaining fields If the patient is not the policy holder enter the policy holder s information OTTR Version 6 0 User Manual 118 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Company Info Tab Policy Info Verification Policy Holder Company Info Coverage Info Authorization Numbers Donor Organ Acquisition Global Other Benefits General Benefits Transplant Benefits Precertifications Approval Letters Info Documents Insurance Scanned Docs Clinical Trials Cov Prescription Benefits Denial Letters Company Neme Humana Ein Pir Cik Address TS city STP rov PostalCode pao Oo oo i ty Phone Fax PreCert Phone
196. o s ready for presentation On the day of the meeting access Lists Evaluations Open Evaluations list and Double Click on the row in this list to open the patient s evaluation record The committee will review each tab of the evaluation record Under the Actions tab the presenter can review the comment section of each action with the committee For more detailed information access the Text Docs to open tull views of scanned or interfaced documents OTTR Version 6 0 User Manual 159 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Selection Committee Tab Once a decision has been made the disposition can be documented in the Selection Committee form Selechon Commerce End fi lesed tor Trarepiari i Candidacy Ciia Dute of Radew 07 Jun 2012 zad Date of Review Enter the date of the committee meeting Transplant Candidacy Being Considered for Use the dropdown to make your selection Additional Organs If the patient is being conisdered for a multi organ transplant place a check in the appropriate additional actions Dispsition Use the dropdown to select the disposition for transplant or implant Additional Testing Requirements Click the Actions button to be re directed to the Actions window to add any additional testing or consults the pat
197. oe pews TE aieiai ts OTR pit ete Petit Ade Joch intews tet et Pst a amp ie gt K l o s pie 9 Th o Quack First Search Recent Pra Recent Patiems Please select babye Yost SOR GGG Th Ape ii SS 5a 00E WEIN MANIDEII kianey Troerepteet Recently Test Derm Dane AA OOO O10 996 SSN ITIL Retsted Dono SCT Aecentty Acc Showers 1 2 wf metea a reves OTTR Version 6 0 User Manual 59 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Advanced Find This Advanced Find window allows you to search the OTTR system for patients with the search criteria you type in the search textbox To default back to the Quick Find window select the Quick Find option at the bottom of the Advanced Find window prot qi aira ns Rt A a ma gree Gee im Deere i leet Ween fee retloee te fd Panem Opbers Display ID Numbers Patent O r Date of Brih Donor SSN T MSMRN HIC Nembo TRA UNOS Norni Actoni inris isise Lab Nomipa Study Nurnber CINE CAID CEEMTR NMDP OC ha OL COD se MRH Program Names Use the Options button to display other identifiers next to the patient name when your search results are returned Once selected these options remain in place for all future patient searches until manually unselected
198. oft G G phat pid w tote iv AA Poh 10a i Pein Deri Cuber ARAY Two Viva Iste ogee BALSA AN ee dA To view deleted text documents place a checkmark in the Show Deleted Documents box located in the upper left corner of the window OTTR Version 6 0 User Manual 92 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTA CHRONIC CARE SOLUTIONS Progress Notes Chronic Care Solutions and is being distributed for training purposes only This section reviews how to add edit revise delete and email Progress Notes Progress notes can be used for updating staff about patient care staf communication or email reminders for certain tasks or updates Note If the update involves a phone conversation with the patient you may want to enter a telephone encounter to document the information vs a progress note Once a progress note is written it can be deleted trom the care provider view but it s not permanently deleted from the patient s record There are several ways of entering a Progress Note e Select the Add Note hyperlink from the Patient Review window e Select the drop down arrow for the Notes icon then select Add Progress Note e Or you can select the Progress Notes button on the Patient Review window e From the Add Master menu select Progress Note or use Ctrl N hold down your Ctrl key and select your N key Once you ve selected an t
199. olutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Diagnosis Tab Test Heart AD 3837634 Heart Transplant Encounter isit TEST ottrsaraclin dbs3 046 ore Edit Lists Patient Add Tools Windows Help Find Review os Demo Bins ki Heart Transplant Cardiology YAD DOB 01 JAN 1959 fh Referrals fa Evaluations Sak Listings ae Transplants Encounter Diagnoses Medications Labs Devices BMI Progress Notes Plan History of Present Illness Family Social History Review of Systems Detailed Physical Exam Pain Assessment Patient Education Visit Information Info Documents Diagnosis Primary Diagnosis Hypertrophic Cardiomyopathy UNOS 1201 Change Clear Problem List New Attach Detach Closed On ICD Code Made By Entered By Inactive Closed E 01 Jul 2012 O0 Heart replaced by transplant F OS Jul 2 a a MolSLEK 27 Jun 2011 0 Pure hyperchol Make Inactive 2f Jun 2 E76 0 SLK SLK Mo SLK 01 Jun 2011 0 Essential prim Mark as Active 27 Jun 2 10 SLK SLK No SLK 27 Jun 2011 0 Idiopathic chror qe sano Diagnosis a T i aa oue ed yg No SLK Tentative Preliminary Set Closed By Confirmed Set Made By Eliminated Mot confirmed view Verified Negative Data Conversion Previous Medical Surgical History Signoff Clear Sign
200. ome up in a general search when trying to find the patient OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 112 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Insurance Insurance can be added at the time of referral or can be added to the patient record at a later time Adding Insurance Providers Insurance can be added to the patient record using Insurance icon or from the Patient Master Menu select Insurance then Insurance Providers Patient 4dd Tools Windows Help Change Fetch Date Review Ctrl F Calendar Chart Demographics Devices Encounters Financial Pat Graft Sury im6d Info Documents Insurance Financial Coverage Pre Transplant Insurance Notes Providers Insurance Providers E ns Registry Forms Insurance Review The insurance window opens displaying current insurance coverage at the top and historical insurance at the bottom Current Insurance Coverage Policy Primary Humana Eight Plan G Group 1 HD 193784622 3957 26495 Coverage History eee eee eee Click the Add Insurance Plan button to add a new insurance provider to the patient record Once an insurance has been set to Inactive it will display in the Coverage History OTTR Version 6 0 User Manual 113 2012 OTTR Chronic Care Solutions All information contained herein is c
201. on Tracking Add Tracking Remove Tracking Program Role User Name Notify Entri Logon Alert Alert Freq E Mail Alert E Mail Freq Admin Only 3 fiinutes Select the Tracking tab and click Add Tracking to complete the list set up and add to your tracked lists To remove a list from tracked lists highlight the list and click Remove Tracking List Functionality This section explains how lists may be displayed sorted and limited along with an overview of each list tab Lists consist of columns arranged in a standard order each time the list is opened You can arrange the columns in a different order to better suit your needs When you close the list the columns will return to the standard format Upon arranging a list to meet your needs you can minimize it rather than closing it as you continue working in OTTR When a row ts highlighted in a list it represents a patient s record and all icons located at the top of the window become available for the highlighted patient record If you double click on a row in the list it will open certain windows such as the encounter action evaluation transplant record or to the Patient Review Screen depending on the type of list x trg boat i j JTt pai pie Petrere A Jee p hi a Pind Danni i 5 m Deas Descrpion Trec irg jon 1082 OG OF fina Datestotn et ee V y n a aaa Ss om ITOR es ie votta i o8 este vt AEHEEEEHETEEH EEH If you want to mov
202. onfidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Insurance Plan Policy Info Verification Policy Holder Company Authorization Numbers Donor Organ Acquisition General Benefits Transplant Benefits Click the Choose button to select an insurance provider Provides Search ESIA ottrsarectn dis TOAS 1 plans 2 plans Abbome insurance inc 1 plans Atlanta Insurance inc 1 piana Batarak insurance inc 1 plans Bayside Insurance Inc 1 plans Catholic insurance inc 1 plans Dalas insurance Inc 1 plans Frateranal krsurance inc 1 plans Fundamenta Insurance inc 1 plans Honorable Oracte inc 1 plans Humana Five 1 plans Humana Four 1 plans Humana one 1 plans Humana Seven 1 plans 3j Page 1 Growing 1 41 of 43 maienas 43 tate Search Text Humana Eight 1 plans p z Wod Match AS Plans New Cancel Plans Substring Begin typing the insurance provider s name in the Search Text field to limit the displayed options Once the desired insurance provider is displayed double click on it Notice that the number of plans for that provider is displayed in parentheses EEST gitirsaracin esa Ssgareg I ott mgran te Eii Pian G Group t M3 1r Street Howeten TX 555 1249 zj F Word Malich a Companies Al Plane Add Fevetie New Cincai OK The various plans for this insuranc
203. onship to Patient The relationship to the patient displays here To modify or enter missing donor information select the Edit Donor button which opens the Transplant Donor Inspector window OTTR Version 6 0 User Manual 194 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS arm ge uas Sats aki ib wame mb s 5 SE DOGAN Ri wis fl deme tne km gt om Ghadei a tranen i iam nmo F omte ee OL eee Nene ANOGIA Dons Recovery Dae Stet Tere Ent Tree Rocne Oy Receren Locaten ay Genie ae Te change tere sateen ploece ine the Genegraptice of Death into tries Dare After entering information select Save amp Close to return to the recipient s record Tissues Organs Tab Donor 06 Sep 2010 16 29 00 Ml Organ Type Liver x raneplant Type Cadaveric Guners Surgery Statue Donora it Tiasues Organe uver Donor Nome Donor Number Type Mivolon Date Wfuaion Volume Collection Date Collection By Location Volume Date of Transplant Add New Other Traneplantu The Tissues Organs tab of the transplant event pulls information from the Organs tab of the Transplant Donor Inspector window on the donor side This tab is intended for use in the Bone Marrow Transplant BMT Module and can
204. ote If additional contacts need to be added you can do this in the patient s demographic area W DA Pager Emai Acrdecr Emgavet Ohar Prove Ohar Fhote Ihe Proce her hore her Phore Ohe Prove The Phone frame is where you ll document the phone contact information for the patient such as home work mobile and pager There is also an area to document the email address for the patient You can add additional numbers in the Other Phone fields and free text a name or notes next to them OTTR Version 6 0 User Manual 103 2012 OTTR Chronic Care Solutions OTT CHRONIC CARE SOLUTIONS Referral Date gan Type Prone Ratorral Seen in Office Via Maid ax Laing Related Danor Foreign Inquiry l Seen on Ward roatant Raterral All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only Revert The Referral frame is to document the referral date organ type and the type of referral Prenary Diagnosis Secondary Diagnosis Tertiary Diagnosis Change Clear Change Clear Change Clear Seve amp Close Revert l Use the Referral Diagnosis frame to document the referring Primary Secondary and Tertiary diagnosis Select the Change button to open a search window for diagnoses and select the appropriate diagnosis Note If possible select the diagnosis that references a UNOS code as t
205. ott Delete Revert Close Save Save amp Close Primary Diagnosis Displays the patient s primary diagnosis or reason for transplant assigned in the General Medical window Problem List Diagnoses can be viewed have the state changed and made inactive using the right click functionality if appropriate Clinicians have the ability to enter new problems or diagnoses or to attach and detach existing problems The Shift button can be used to highlight multiple diagnoses to manage whereas the Control button can be used to highlight intermittent diagnoses to manage Note this same principle applies in the labs and medications tabs as well To enter a new problem click the New button Note refer to the Diagnosis section for detailed instructions on adding and managing diagnoses If you didn t attach the problem s when adding the encounter you can click the Attach button to add a diagnosis to the encounter Likewise if you ve attached a diagnosis that doesn t apply to this encounter or no longer active you can Detach it trom the encounter Note this same functionality occurs in the labs medications progress notes and plan tabs as well When deciding whether to Attach or Detach items think about printing the encounter to send to a referring physician as an update and whether that information should be included or not Also remember that the information will still be present in the patient record it just won t show up in that partic
206. ously ordered actions Click the Detach button to detach or remove actions from the evaluation phase Actions displayed in Yellow haven t been scheduled and will appear on the schedulers Lists Actions Pending Pre Testing Eval Unscheduled list Actions displayed in BE have been scheduled but not completed and marked done They will appear on the transplant coordinators Lists Actions Pending Pre Testing Eval Not Done list Actions displayed in White have been scheduled completed and marked done tee Artike Date Actew Waria Soewtee Adtonete Crcared thy S tite Cheba Cana Date Cascores Mpat Fonos Carveev z Stee an Prager Wte Some sites choose to copy and paste or manually enter the test summary in the Comment field of an evaluation action 04 Jun 2012 0 05 Jun 20 Surgical Consultation 27 Jun 20 Mone 04 Jun 2012 0 05 Jun 20 Social Service Consult 2r dJun 20 Mone Cleared for transplant 04 Jun 2012 0 05 Jun 20 Dietician Consult Ar Jun 20 Mone Doing so allows the committee to review each action along with a brief result and displays on the Patient Reports Tx Phase Report Evaluation which is used to update the referring provider or present the patient at the Selection Committee Meeting OTTR Version 6 0 User Manual 150 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Car
207. patient s record To be removed trom the list the demo changes must be reviewed Admitted Patient A D T This list displays all patients currently admitted to the facility To be removed from the list the patient must have a discharge event entered into OTTR Chronological A D T This list displays all historical Admit Discharge and Transfer Events per patient Patients are not removed from the list Listed Patients This list displays patients who are currently listed for transplant To be added to the list a candidate listing record must be created within the patient s record To be removed from the list the listing end date must be entered into the candidate listing record Average Waiting Times Current This list displays blood type and the average number of days the patient is listed prior to transplant Chronological Listings This list displays all Listing records that have been entered in chronological order To be added to this list a patient must have a candidate listing record Patients are not removed from this list Listings and Insurance This list displays patients who have an active candidate listing record with their assigned insurance provider s contact information To be added to the list a patient must have a listing record To be removed from the list the listing end date must be entered Patients with Unverified ABO This list displays patients who do not have the ABO marked verified by two individuals
208. quickly view the test result on the Patient Review window and it prints on the evaluation report next to the action You ll have access to the full detailed results under Text Docs if needed OTTR Version 6 0 User Manual 77 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Order Sets Eval By st Ieee Change Cardtinlagy Consast iv Chest Oray PA tateral CXR Dental Consul XG i Hepatology Consut Echocardiogram Nutrten Conaytt i Puleoomary Fonction Teste PFT Wv Financial Cocedmator Consult Laver Biopsy Poyctnatry Consult i Pretrassplant evaluation lab adut i Peychology Consett Prostate specific antigen PSA Total Gioodwort Add Tools Windows Help v Social Serace Consett Screening Mamnmogran Treneplet coordmator Cotveut I Router Urinalysis CUA Patient i7 Traneplaet surgeon Consult i Ulbrasound Abdominal 4 07 Accession Action Allergy Lab Mac Order Sets or action macros are a group of actions medications or a combination of both These items are entered on Sere amp Contmue one form and are then distributed throughout the patient s record Examples include discharge reterral prednisone taper etc Access them through the Add Master Menu select Action Macro or Medication Macros then the or
209. rals To save space utilize the drag and drop feature to adjust your toolbars Pd sition your mouse cursor over the dotted lines to the very left of the toolbar you wish to move You ll see a horizontal line with arrows on each side Hold down the left mouse button and drag the toolbar to the desired location Once you ve placed your toolbar release the left mouse button for placement Another way to save space is to adjust the size of your icons You can choose Large or Small icons anc irca zeat Sofii Organ Te Banc kon Only Chrucal Xen Only BMT Icon Only Solid Organ Te leon Ondy hist Don Donor Treraplert Secretary AD Icons Icons are a one click method to accessing a specific area of a patient s transplant record Selecting the drop down arrow beside an icon allows you to quickly add or access other areas of the application Find Patient waists Selecting this Icon opens the Patient Search window find stiant i hee Pty New Patrert Sieferrat he drop down arrow allows you to select the New Patient and New Patient Referral form Revi sae a Review aise Selecting this Ilcon opens the Patient Review window If you are within another area of the patient s record and need to return to the main review screen select this icon Demographics oo Selecting this Icon opens the Patient Demographics window This window groups information into a logical order for ease of data entry and retrieval De
210. ransplant Plan Sent date under the Authorization Numbers tab of the patient s Insurance Plan window Financial Pending Transplant Prior Approval This list displays patients who are within the Listed Treatment Phase and have either Unknown or Yes selected next to the Authorization Required for Transplant field under the Authorization Numbers tab of the Insurance Plan window To remove the patient s record from this list enter the Transplant Prior Approval Number under the Authorization Numbers tab of the patient s Insurance Plan window Financial Plan with Patient Count This list displays the total number of patients who have a specific Insurance Company Plan and Group This list may be helpful when negotiating global rates or agreements with insurance providers TX Census List This list displays patients who are currently inpatients Patients automatically display on this list when OTTR receives an Admit event from the A D T interface To be removed trom the list OTTR receives a Discharge event from the A D T interface OTTR Version 6 0 User Manual 47 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Active Patient Demo Changes This list displays patients who have a new demographic item from the ADT interface that must be reviewed prior to posting it to a
211. rinted and given to patients tor educational or informative purposes such as a manual or consent form Utilizing the master menu select Tools drop down to Info documents and select the desired document The software utilized at your facility to open the selected document will begin to run i e PDF viewer noa Tungu Excowtrs AA e gt Red Ogters Ueitage of tie Dey L tetreduxtien tee Palwet Rf eaw IH S57 torre Jeet Petes i 412 wok Y we ore JEMAL stedi aha tun Aimar Daufaczeat Daka ti gt an PRM Cleorre Fimpecton KE Li fann d Aadi ELT _ Aene Date Iic Doxiever s OTTER SOLS Sed Lew tiares pat p a i P p i _ gt n kai aut puy reuters Plas Ceowrags OTTER OTT Obert 14 1 5 Admn Mares pat Lite Table Wwanh Frevtahen tht _ oe Sedvect Tapen Progess hates Pi Confirm the desired document has opened Click on File Print option in your facility s approved software The default printer name set for the local computer will display Click on the Ok button to print OTTR Version 6 0 User Manual 98 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS New Patient Referral Find i z Review t Mew Patient Referral R from the Find Patient icon ka The New Patient Ref
212. rmation contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Deleting and Retrieving Deleted Documents If a text document is added to the wrong patient record it can be deleted from the clinical view however it s not deleted from the patient s record To delete a text document open the document and enter a statement in the summary or body of the document stating why it s being deleted Select the Delete option in the lower left corner of the window You will be prompted to confirm the deletion with an Alert box Decide whether to Delete or Cancel then Save amp Close we ee ee t atewes Nepeet Stet ILLET T S A B iri 5 gt py b As phe jja n e D i D gt i _ we i bo Leet Eve bO f urma omire giia lt rinpa 1 tuasie Pree trees homenifes Kiwis M Doce Veron 2 Dawe Low Modifed 24 00 2817 1205 Lat abet By Chest Ray Deceeven odid te wrong potion gt Baty Vou gee about fu dekte fhe diar Ay pee mbr yoy erat be by tee Cims Jj m DISCUSSO Mee ang ae eet pete ere n A aine Of o tt eee Cette A a mew oeree n eee r tee Dee cf he bf ee Serre OTEA pepeeeertsg 3 eee wacee Tee sis eet perry LAD Orta The feet ble eee free rey The ae eet me Cheer FEA LON FOR FRAMEIA TION sever genes Rew Om Sem Sees mre ko J RIMESSSES 7T i RPAN TES 4 a ORT
213. ronic Care Solutions and is being distributed for training purposes only OTA CHRONIC CARE SOLUTIONS 2 FCI ISIE OA ie seceictece ices tenatetrante ceed che cadeeniadeensacecanteanais EAS 36 e Too Nasar 1 0 ae eee ee ee ene Oe ere eee E are eee eee een eer rere 37 7 Windows Master Menu ccccccecececececesecececenenecenesenenenenenenenenenseseseseeeseseeeseseseqees 38 8 Help Master Menu a cparsersetvicareor nessun rnc hates tee trea cron wees ee oe rece pte ecauatieebeeaoeneeas 38 e IS E E E E EE E A A A aurea on aeons EE E EE A EE ETT 39 Bodein ee A A EAE AE EEEE OT EE T EEEE E E OE E A T O E Al E MONS EA tae cde seein aan eee nt i te gate ep else eden 43 Deleting a My Patient List o eooeeeeeeeeeeeseeessceseceseersscesseessecssersseseseressesseeesseeseeesseeeseeee 44 US LeTo e EEE E A E sie eaueras erties 45 Assigning Care Providers aicwesereanmiesvceseeenenananesexwocarpsdansnetianetewnstarsesacieseseredenssersaeneneaeeceedse 52 Creating a New Provider sn0nsnencaccesusrercsxnneisendanwseneasenentesaswnersuteadenseintenpramuntasaaranraereenseeeeete 53 Assigning a Medical Facilily cssrerrisisreriristisnerdds tinton inn EEEE EE EEEREN a 54 Adding a New Medical Facility to the Database cccccecceccccecceccecentecseceecentecseceesenteusess 55 Albis ona Pe NSS serr E tien 56 POT ONES E E EE AIEE N A E EEEE A EE EE ETT T ETA T EA E ET 56 PA r EA A E AA E EA 58 Eyen cee een A EIO EAE E AORE A E TEAS EE AI
214. rposes only CHRONIC CARE SOLUTIONS Action Cardiology Consult Action Date E Apr2012 15 04 28 HH Urgency None Ordered By Schedule Date 16 Apr 2012 15 04 33 Mff Done Date jiS Apr 2012 15 05 00 ff Outcome Done gt Comment Cleared for transplant by cardiologist IY Store as Prograss Notes Reschedule Mart Delete Ei Revert Save Close Outcome This area becomes active once an action has been marked done Click on the drop down arrow to make a selection Responsible Person Click the Change button to select the person you wish to assign as the Responsible Person Once assigned this action displays on that individual s My Pending Actions list Comment You can free text a comment regarding this action in the comment box Note During the evaluation phase many sites choose to paste the abbreviated results or impression of the ordered action in the comment field area This will populate on the evaluation report and assists in presenting the patient during selection committee meetings Spell Check This area allows you to check the spelling of your comment Select the Spell Check button and OTTR will display any blocked and misspelled words The Reschedule button at the bottom becomes active once the test has been scheduled Click the Reschedule button in the event the test needs rescheduled to activate the Schedule Date field OTTR Version 6 0 User Manual 72 2012 OTIR
215. rt Closa Saw Save amp Close Enter the date you want the schedule to start in the Start Date field The End Date will be used at a later time when you want to end this schedule and is populated by clicking the End button in the bottom of the window After a schedule is active the Adjust button can be used to activate the Start Date field to adjust the date Once you ve notified the patient of the schedule place a check in the Patient Notified box The patient will fall on the Schedules Schedule Changes list until marked notified OTTR Version 6 0 User Manual 198 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS In this example a 2 week clinic schedule was selected but can be changed using the dropdown in the Schedule field In the case of a lab schedule the Sync to last lab date will be active allowing you to reset the next expected date for the system Patert Add Took Widows Heip Ow Fetch Dee Crnen Cnet Oat Deroy aphics Chenaces trecurters Fiatia Info Documents Insane Pre Transcdert Proveders Pecpetry Fira Popats Sane Text Doomerts gt chedules To view or manage schedules select the Add Schedules hyperlink or from the Patient Master Menu Select Calendar then Schedule Type Schedule Next Expected Last Expected
216. se is entered here Authorization Comment Use this area to free text any additional comments OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions 74 OTT CHRONIC CARE SOLUTIONS Standard Actions kote Peeding Actin Usecthedeted Liver Tampin tweet REIL TeHTTSTIM uri Gat vets Peer Ai leek Beek ee A Peal gut an Paren Tes x poe A ma Led Cate Cheer tqtrans Action s t of 100 fema spiarisd Grin Cem l Grise Ajo Di Ewi tite Pi fe L a Poh Q iven gt D in Alii io Tengen Q json o gt Co Motes i D gt leu Deer I Mentos ma Dus Desctweee Teci ey eet ohm liate an liana All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only me T A A Potente orce You can highlight multiple actions within the list and utilize your right click functions here HUGE time saver r Nefetcii Standard actions are actions ordered for a patient which are not ordered as part of an Evaluation Actions in OTTR are monitored through patient lists and help drive your workflow Standard actions that are ordered for a patient will display in Yellow on the Actions Pending Unscheduled list The individual responsible for scheduling will use this list to schedule the standard patient actions The ordering person may enter a comment to clarify how an action n
217. seccdiwacaccsssisccctsonssewemneccs Coverage Info Tab cccecceceeceeceeseeseeseeses Insurance Notes ccccccccccccccccccccccccececcceecs Adding an Insurance Provider to the Database Insurance Tab ccc ccecccccccccccccccccecccccscucccces Patents TOlGcceias vols ceciiecdcinccnessccienstiudedeaddccueedin Coverage Tab ccccecceceeceeceecesseesenseecensenses Financial Coverage Rules sceccssesceessessenees COUN S A E ITE Encounter ViGinins1tsatisstrseererisadiastiicecasmeneedaasens Diagnosis Ta Deessa Medications Tab ccactvctsavesncecsadtistaearsaenesinwanneres LADE Tarr E S Progress Notes Tab ccccscceccecceceetenceeceesees PIC TaD seeren eaa A E History of Present Illness Tab cceeeeeeeeees Family Social History Tab scccceceseeceeseeees Review of Systems Tab cccecceceeceeceeseeseecees OTTR Version 6 0 User Manual 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Detailed Physical Exam cesceceseeeeeeees Pain Assessment Tab scscecesceceeeeseees Patient Education Tab scesseceeeeeeeeees Visit Information Tab cceceeceeeeeeneeees Viewing and Printing Encounters 6 FUtO CODING icncwanavscacranseaneswivew
218. stand the status of labs medications actions and diagnosis It is important that these colors NOT be changed Cox ARIE Tra OTIR ptt pas fetere Adi loche Wordows tiep hnmmm Te Mme sys Commune Patam Met Yet Netiies Pestle ToT Wa Deinse New Lab wei 2 BS Fetch Oste onan Logarg Lab Ruse visiten anirnar S v2 baal Osad Meteen NN Fea Paswsoi Actas Syce utne Wee cheored upm Oueqerres Primary Cusa M xe OTTR Version 6 0 User Manual 17 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR or TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS sews t EIlen GUL a QUR Got Lam aiun Acti Doch Vioredowe bide tet Putert pi AN p mec Pateri Mat Vet Ntrsg Fetch Date Lab hile Yrelshon Logg Loot A Fes Lieteuts liea Lae acj r saeneot Patient Not Yet Notified This color displays when a medication is modified or added to a patient s record and the patient hasn t been marked as notified of the change New Lab This color displays when new labs have either been manually entered or have come over the Automated Interface Lab Rule Violation This color displays when a lab result violates a lab rule that has been set in the database The OTTR Administrator has the ability to set lab rules Closed Medication This color displays if a medicat
219. standard encounter record as well as how to add or access an existing encounter Encounters represent visits that you ve had with the patient either by telephone or in the clinic It s a detailed multi tabbed entry form that is designed to replace paper charting There are several ways of adding an Encounter to a patient s record e Add Master Menu and select Encounter e The Encounters icon drop down arrow e The Encounter button on the Patient Review window vw ce ue tee At bee a let s i t a y Haas oopert e mate e e ora PA m me A o pmu ihes gt astu lee rus TE 8 bd Tispiat aa oUt test amw Uos pn anah F t ms airam ottea Saka Deas a Pte Eems pren taen 0 40 94 7811 kiai e p el d cored eet m fetes G TTA Mas hypartaiara dees OT ARA T Mapt mpieoot te termetert MALIIT Aiae techs a smel kite eee JAAA DO Click on the Set button for the Encounter Type field to search for the type of encounter you wish to add Click the Set button for the Encounter With field to enter the provider who is seeing the patient during the visit OTTR Version 6 0 User Manual 128 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS The Encounter Date will auto populate with today s date and time you can adjust if needed If the patient is post
220. t pre authorization is required upon saving the action The action will fall onto the Financial Actions Needing Pre Auth with patient plan and type list The financial coordinator will obtain the required authorization prior to the action being scheduled for the patient QTR GM ate piet gdt Tote aedes tee rat im Bie gt fs x Plae C iSreup 4 Wrbore lesurance lar Plan Mane Sreup Mare Carpaty Nome hsarete Petes Orenga Agnes TE pe Steet Phone Number 111555 NN Fine Manrber DOSa i Cty Houston Peten Norbe OSSM Sina Prowoce Tx Bariai Code Daeg Courtry __ Fissegial C marge cH In the Insurance tab select the QTR Q ipie puare i Took Sindo ibs gt aee i y i k EScime Date Erei Date Covered Precet Nerted Heteral Newdedt Cipy Are Bast Merete Pase 01 Aged W3 YES ves D CT Scar ChestiAbeto Ol Ape aT no ES NO x New Coverage Rule All existing coverage rules will display for this plan To add a new rule select the New Coverage Rule button OTTR Version 6 0 User Manual 126 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS r Financial Coverage Inspector tuso LBEDELL T60 TESTDB OTTR Edit Lists Patient Add Tools Windows Help a ooa o a T re Find Patient z Jy P S E k
221. t will vary based on the type of Encounter selected There are tabs that will accompany each encounter Some tabs may be different depending on the type of encounter selected We ll cover the common tabs below Test Meart VAD 3837634 Meart Transplant Encounter Visit TEST ottrsarac nmdbs OAS OTIR fdt Liss Pabet Add Tools Windows Help a See amp Heat Transpoart Cardiciogy VAD OOS O1 JAN 1959 E Petereat Gu Evsustions f ah Litings tnd teven emo Eins Encounter Diagnoses Medications Labs Devices BMI Progress Notes Pian History of Praesent Iiness Family Social History RevewofSystems Detailed Physical Exam Pain Assessment Patient Education Visit information info Documents OTTR Version 6 0 User Manual 129 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Encounter Tab Test Heart 4D 3837634 Heart Transplant Encounter isit TEST ottrsaraclinidbs3 046 i n m omr Edit Lists Patient Add Tools Windows Help 6 O 14 Le Notes fi j Review ia Demo EAT 7 k Heart Transplant Cardiology YAO DOB 01 JAN 1959 fh Referrals fo Evaluations E Listings Transplants a Encounter Diagnoses Medications Labs Devices BMI Frogress Notes Pla
222. tate Date of Death 23uw244700 4 ae ahr 26 iul 2012 144813 Oe Cane of Death Change l Chear eat Cause Change l Chear ase fierce Change Crear fe m Mtopsy impression hers Ravon Close Saw Saw A Onsa Enter the Date of Death The Date of Death Entered should reflect the day you entered the death information Use the Change buttons to select Cause of Death Secondary and Tertiary Cause of Death if applicable The Clear button clears the entry If an autopsy was performed but a check in the Autopsy box Enter a comment or autopsy impression in the Comment field Enter the Place of Death if known If the cause of death was transplant related place a check in the Death Transplant Related box Save amp Close when finished Note In the event that a patient expires there may be active schedules unscheduled actions or pending results which will need to be either closed or reviewed OTTR Version 6 0 User Manual 2012 OTIR Chronic Care Solutions 202 All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Supplemental Documents OTTR Version 6 0 User Manual 203 2012 OTTR Chronic Care Solutions CHRONIC CARE SOLUTIONS Color Reference Chart MANUALLY ENTERED LABS Not Yet Reviewed Lab Rule Violation Inpatient Inpatient Elsewhere Outpatient L
223. te click on the Detach button and select the progress note you wish to remove An example of when to attach an existing note might be that you received notification from their local hospital that the patient had been seen in the ER which was recorded in an earlier progress note This encounter or visit may have been a follow up to that event in which case you may want to attach the information contained in that particular progress note Note refer to the notes above in the Diagnoses Tab for Attach and Detach functionality and to the Progress Notes document for further information on entering and managing progress notes OTTR Version 6 0 User Manual 135 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Plan Tab Test Heart 4AD0 3837634 Heart Transplant Encounter isit TEST ottrsaraclina dbs3 046 FF 3 oR Edit Lists Patient Add Tools Windows Help F k My k Ce Notes Find k z Review da Demo Bins Heart Transplant Cardiology vaD DOB 1 J4h 1959 A Referrals fo Evaluations Et Listings Transplants Encounters e L amp 4 Encounter Diagnoses Medications Labs Devices Bemi Progress Notes Pian History of Present Illness Family Social History Review of Systems Detailed Phys
224. ted for training purposes only OTT CHRONIC CARE SOLUTIONS Donors Dons r UPOR IDH Pateni Review TEST ettrearerieetele AR QUR ER Uts Baer Adi Ione ies oh i Safed Tamem oem Reis a te o om tA WF rotons Gy pes Drcensedtoncr DOB GORANI Fh Meters Gy Evom Zf ana angas F noens E Paonia Refarral Deceased Done it i ee _ fm 42y den D3maR 1970 Phone A POS Damar civ Denar HCV eta passia Recipe Name Heart VAD Tast Relationship Nowe gan RecpaBO feos Recipe _ Recipe Recip HICY All Trasaplant Recipients At Docs Micro _Seretogy _Pathotogy _ Raduiogy Pion In OTTR living donors go through the same referral and evaluation process as the recipient and are entered into the system using the New Patient Referral option The Patient Review window functions the same way as the recipient review window but you ll notice some differences in the information that s displayed Once a donor is linked to a recipient you ll notice that some of the Transplant Recipient information displays on the donor review window Bm GR ie pmt ai Ink ren t3 _ Fed D pov Dero k D ink gt Gy Posie gt Z rg o hogists B t te t amp tent Doce O moves Dono Qemagraphics Organs Denortabe QonerMistory Cogan Frecavary Patients for this Donar D Transptart Date Organ Faiwe Date Last Nome Fest Nare SOOO 1 bet 2012 08 25 Heat Tasi Heet V
225. ters to serve as a task or reminder gt tame gt a WW tence O brato Doe ee obawa eina ee Scammed Documents Progrsstictes miskFaciors oy RenewelSystem Detaled Physics Bam wima Selectne Conetine Endl Letters can be accessed using the Patient Master Menu select Reports select CMS then select the desired letter OTTR Version 6 0 User Manual 165 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Listings Once a patient is evaluated and determined to be an acceptable transplant candidate the patient is listed with UNOS and the Listing is added to the OTTR patient record In the case of a multi organ transplant separate listing events may need to be added Add Tools Windows Help Patient A D T Action a 7 Action Macro P ae Candidate Listing Clinical Alert Ctrl Shifk 4 S Add Candidate Listing A Listing can be added from the Listings icon dropdown or from the Add Master Menu select Candidate Listing There are open evaluation records Would you like to close them now Once you begin to enter listing information and Save an alert will appear allowing you to automatically end the evaluation Note some of the tields are applicable to certain types of transplants and may not be used by
226. the email in the future select Send email later on date and enter the date you want the email sent within your hospital s email account Note Both the recipient and sender need a valid email address in order to send receive mail The recipient won t be able to reply to the email the email is only outgoing from OTTR If a progress note is written in the wrong patient record it can be deleted trom view Open the progress note and enter a comment at the end of the note indicating why the note was deleted You ll then need to Save amp Close then re open the note Select the Delete button You ll be prompted on whether or not you want to complete the deletion of the Progress Note Select Continue then proceed to Save amp Close Prazen Ntete fr st ke Bad ory cow Revere Nees Ny Rosie omp Gae trogi Erioed E Dae Lari iotied e Tiaia ate conta 1 aiiin Chih Sere op aoe i iti eniga gt civve p o To view deleted notes click on the Notes icon Place a checkmark in the Show Deleted Notes box in the upper left portion of the window OTTR Version 6 0 User Manual 95 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Test Heart AIN J097634 Progress Notes TEST ottrsarachn ahs I0 ws xX OTR Eit ets paet Add Took Wydw
227. tho ee o eo iwa f Mesi ere gt ee T f bormadtarey Repce ttre Sate Preven Cipsa Pih OST S SA a HKS Produsen Database Fatim Ema ouate Sen mary Rart ewe Meee VAD Tou Doe Oder ie Age oe im le Pruewe Fe VAMI 4 874 908 7T PSE eh ol mo a POS Annere 257 Cetevers Der Ae iM SESE ere weie HSM MIE eh AE UAN fete eta Proeiey Ceereee HMeperbeete Pek dik La ee Jt tae Ets Limaaptet behest tice aoth Cote Je 781 Pre owvie Trbe Meet Tree meer Ere canter Wied Poata Wht Piet tenet fe Pihon Lint Care S Jiha 77 Cee Ala eerie 8 Gaede fe thle eee Pek Sige CEELI Matey Demy A Cpperim Derm Capai Oy Dew Het Cee Dey 144421013 Ceepete Dats Olar DT Caa Ceeertwl oani aprte Dia Covered Vege Gs Doe err Cem Dy Dee Pot Cees ats Tle 782 Deezer Deis 01 08 25 Dern feet wetecet SH iresaret Gigy Or Bede Dy Sere rag Chi See tymi Chm Dey TET AF OTTR Version 6 0 User Manual 145 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Auto capture 06 Jun 2012 14C rt 3 morth Follow Up Encounter 14 Jun 2012 102 Assist Dewce VAD Implant Encourt 27 Jun 2072 105 charge Encounter 01 Jul 2012 07 Pcounter ogplant Enoounter yisi 7 ba pat pam om rt ll er Sham t Be ve red gt Doar te km et rns ten a Orem Gy maan gt Ri uag
228. today s date Free text the specifics of the alert into the free text area Save amp Close when finished OTTR Version 6 0 User Manual 58 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Find Patient After logging into the OTTR system the most common step is to locate a patient This section will explain how to locate a patient using the Find Patient option When searching for a patient you ll more than likely need more than the basic information to determine if you are selecting the correct patient The following setup will help you in making that determination Quick Find Most of the icons associated with your toolbars are grey or inactive until you ve opened the patient record Click the Find Patient icon to open the Quick Find search window r UDI uatan t Seles JLL ayyy lt lt i cls UTR pa y pimi pis bot jaui ip Qaae a adii Bie i piama a ae TO Wapen Tocina Sh Egy Tui rete Boe Ad ysn Tutte rete ewe Lae This window allows you to search the OTTR system for patients care providers facilities or anything with the search criteria you type in the search textbox To default back to the original Patient Search window select the Adv Find option at the bottom of the Quick Find window F
229. ular encounter OTTR Version 6 0 User Manual 131 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Sasang 1 1 ef metresi tts cube fejection no steedid Morease mmunssup D4 A L 2012 14 18 72 0000 F Word Match a Sutstring Click the Attach button to add an unattached diagnoses All unattached diagnoses will display highlight the diagnosis and select OK or double click to add the diagnosis Wasino fLs Deven OM Prepon tice Pan Fomes hio mepa Pawetdesres Vaticerratee teat replaces Uy hiwnpist MD 14 Acute pectin fe eroii bonema IIa ITA DN O Pure Aec hakahaka a Ae Oar ST D Sprin javray he peterann Ir r IFAT Wegatve cheer gor iri wie eee F Ta To Detach a diagnosis or problem that isn t relative to the encounter highlight the problem row and click Detach The problem will be removed from the encounter Notice how the abdominal pain diagnosis has been detached below Ol Jub OD Meat repiaced by transrare DSJ TDN 14 Acata resection ao stani increase 24 AhF 27u01 0 Pipe hypercholbeteroeime 27 kite Mo E780 BAe Of Jure2091 0 Eosertal presary hypertension 2 ure No I0 Sk 27 Ju 201 1 0 ichopathic chrome gout wt andie and F 2 tun2 No MIAO GLH OTTR Version 6 0 User Manual 132
230. up Mame Company Name Insurance Address City State Province _ Patients Coverage 343 Srd Street Phone Number 1 11 555 3249 Fax Number 302 555 9249 Houston Pre Cert Nurmber 302 555 9249 Tx Postal Code oro Country Financial Coverage Delete Close Company Name Enter the insurance provider s company name This is what displays when performing a search Group Name Enter the provider s group name OTTR Version 6 0 User Manual 124 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Plan Name Enter the provider s plan name Address Enter the provider s physical address phone fax and per cert phone number Contact Phone Numbers Enter the appropriate phone numbers in the fields provided Patients Tab Provider Inspector tuso LBEDELL T60 TESTDB OTTR Edit Lists Patient Add Tools Windows Help r Find Patient z my rit Fy P g Plane Groupt Airborne Insurance Inc Plan Mame Group Mame Company Mame Insurance Coverage Patient ID Patient Name Policy Number Insurance Type 100000 BarronDe 123456 Secondary 100000 Bartlett De Primary 200000 Beam Der Primary 200000 Bean Demoa Primary 115073 Bean Demo Frimary 200000 Caldwell De 17512049 Frimary
231. view of Systems Detailed Physical Exam Pan Assessmam Patent Educabon Visit information Selection Commits Ena When a Candidate Listing is added and saved to a patient s record which has an open evaluation the following message window will display Alert There are open evaluation records Would you like to close therm now De e Selecting Yes will automatically enter an end date of today s date and an end reason of Listed for Transplant into the patient s open evaluation record This saves the clinician from having to manually close the open evaluation record Manually Ending an Evaluation End Reason Patient Expired If it s determined that a patient currently within the evaluation phase will not be listed for transplant the clinician must manually close the open evaluation record by entering an end reason and an end date into the evaluation record OTTR Version 6 0 User Manual 164 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only OTT CHRONIC CARE SOLUTIONS Evaluation Letters Letters can be sent to the patient informing them of the committee decision During or after the selection committee meeting the presenter can add Selection Committee Acceptance or Rejection actions to the record and assign them to the person responsible for generating the let
232. was added to the patient s record Eval By Displays who evaluated the patient Eval Score Enter an evaluation score if applicable for the type of evaluation being performed Demographics Current patient demographic information is auto populated into the demographic fields If the patient s demographic information was not present within the record at the time this evaluation was created then these fields may be manually updated Insurance request and approved fields are provided to document key financial insurance dates if your site doesn t have the OTTR Financial Module 1 Insurance Request Click on the green calendar to enter a date 2 Insurance Request Click on the green calendar to enter a date 1 Insurance Approval Click on the green calendar to enter a date 2 Insurance Approval Click on the green calendar to enter a date Insurance Plan Use the Set button to select the patient s primary insurance provider from the associated insurance providers currently attached to the patient s record OTTR Version 6 0 User Manual 149 2012 OTIR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR oT TR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Actions Tab Actions ordered from the initial evaluation window display here Click the New button to order a new action Click the Attach button to attach previ
233. y Parning Actors All f Awaony Hdney Transpleet Amating Phynnan Senre j Pending WMe caion Changes Kidney Traneptsri 7 Avett My Kidney Transplant watit C ocrtivater Redew Schedules Dvasiua Schedule ainos Trarapiamn t5 Pihinay Tanp ottrasracin Kiiney Trenap otirssrocin Heiney Transp otirseracin Winey Transp otirsarscin itrey Tanio ottrasachn Once you ve successfully logged into the OTTR application the window titled OTTR Message of the Day will display The Title Bar displays the title of the window indicates if you are in a Test or Production environment the name of the logged in user and the database information There are 2 tabs in the OTTR Message of the Day window Message of the Day and Tracked Lists Tracked Lists help you manage your daily workflow and allow easy access to Lists that you frequently use such as the My Pending Actions list epas OTTR Mesiage of Se Day TEST Sextuserdbsj3 geh OTIR Grit iste Pabent Add Took Windows Help a 7 he a N Find Patient Message of the Day 3 Tracked Lists 08 MAR 2012 00 26 5 7 dev database access log su t tral 08 MAR 2012 00 36 Completec automated test of comfiguration Show All Massages 00 MAR 2012 00 36 Automated update of configuration to curreet trunk OBS as of revsion completed SDF views created demonstration license keys loaded accounts reset and cleared Last login by TESTUS
234. your limiting data click the Data tab to see your results with the limits in place You can manually clear the limits you ve set in the Limit tab or they will default back to no limits when you log out and log back in Data Tab The Data tab displays all records which meet a list s description requirement Information may be sorted by clicking on a column header Columns may be arranged in a different order by clicking and dragging Upon exiting the list the columns will revert back to their original order New Info Tab Patients who have had new information entered into their record will display within this tabs view The transplant coordinator will select a record within this tab to review the newly entered data prior to marking the record as having been reviewed Description Tab Each list in OTTR has a description which explains the purpose of the list how it s populated and explains the requirements to remove a patient from the list if it has been designed for workflow purposes This list displays all actions which are not done or not scheduled which are assigned to the current user or are for a patient who is assigned to the current user Actions are assigned to a user by assigning that user as the responsible person for the action or by making the user a provider for that patient Patients will be shown once for each action requiring attention To be removed from the list the action must be scheduled and marked done Tracking Tab
235. ype Unacceptable Antigens Creatinine Clearance PO Date lt 20 Calculated GFR Do Date c 20 Education Level High School 9 12 Medical Condition Unknown Life Support Functional Status 180 Normal activity with effort some symptoms of disease Employment Status Working Part Time Due To Demands of Treatment Insurance Plan seach Other Listings Other UNOS Data Delete When the Candidate Listing record was added this tab is auto populated based upon the information currently contained in the patient s record The clinician has the ability to update fields manually if needed OTTR Version 6 0 User Manual 170 2012 OTTR Chronic Care Solutions All information contained herein is confidential and proprietary to OTTR Chronic Care Solutions and is being distributed for training purposes only CHRONIC CARE SOLUTIONS Additional Tabs integ eatery Oe ee O m LIOS Doat tater Da Ad A URED hae i La M a G te ot pa aii a Va Ltrs Laa a M Carn p ae E i d La grp l e i Vent C ICU Hospitalized utpatieri Cancel Listing History End Info at Listing Time Listing Code Change Reason Lung Allocation Diagnosis group Diagnosis detailed Diabates NYHA class Depending upon the type of transplant to be performed special tabs may be added to the candidate listing record to document organ specific details In an example above a liver transplant is to be performed The M
236. ysis center or pharmacy to a patient s record It also explains how to add new Medical Facilities to the database Select the Patient Master Menu highlight the Providers option and select the type of Facility you want to associate to the patient s record In this example Lab Providers has been selected AE Vt a e LOR te rte ee a tell bem Deem teo bem m e ed aa dmg ie eae ee 4 ee et eot be ee eT he me pte te be oe BO se o oo ee ee ee ale SL eal be eee eee Pei be P11 ty en et ee r E 6 pays Tia ae oe eee Fe de earch ter a Voran Mdoresiod LAD ristece Adom ated Quewt kisti s Dortet Lab Cute ounty Herth Sendoos 120 Pat Avrue Omaha HE 492 595 1206 Doctors Cake Lab 2222 Bast Stree Sate 72 Wesiingiss Chy AR 200777 65 T yeeetyle Gacese View PKI Medcal ate A ain Cortes 11111 Morts fet Soweit Sadie Ore Create NE drp 114 ioma ane Mice Mad 1 Carter Chicega 40 554 M vrrarctogy Lab of Fairies birar Lab Tt Fone Pek Sade 12 Foret Greve OF 379 295 2598 owns L2 lah 8 142538 M3 Lab Providers of Netratie Emih dimes Laberstory We TO Net Stveet Oraa WE 201 094 1957 eating ahoratary Omaka NE he Beat Lab inc 45 tsi Street Cira L 885 020 t Saset Tear PR Savgde La rocd 11205 tei St Sete TT Ces ME iUm Word Mac bang i oP 1T erent 4 akr va wb _ _ gim pss p O en eeieee tip ee C teme Sns fei Dy iaie ifle e S giaa aro imua e ee

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