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Rule Builder User Manual

1. tab e Select Assessment amp Plan from the Screen Library Types drop down e Drag and drop the Patient Education screen from the grid on the right to the grid on the left e Remember that you may drag and drop your screens up and down to change the order in which they appear within the encounter e Click Update in the bottom right 2 3 Creating a Patient Education rule Because a Patient Education rule will trigger a Care Plan Item within the encounter it is best to confirm that such an item exists in your Care Plan Item Library In the following instructions an example will be used for Page 18 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Aa revolutionEHR freedom to focus triggering a Care Plan Item to provide Glaucoma suspect patients with the appropriate Glaucoma educational material In Administration Data Configuration Care Plans Care Plan Item Library Education I have confirmed that the Care Plan Item is listed Sener Education Care Plan Items Employee Roles Data Configuration Education Items Accounting Prescriptions Type Description Diagnosis General Info ARMD Pamphlet Common Services General Info Give patient handout describing the effects of Plaquenil on the macula Medications Web Site httpv www eyedock com Care Plans General Info Give patient AOA Glaucoma tear sheet Care Plan Item Library General
2. Search Results Type Description Care Pian Templates Care Plan Items Name Contact Lens Follow Up Crazy one Diabetes Post Cataract Standard g Cancel B Save Step 5 Select from the Operator drop down In this example the rule will be set to trigger for all diabetic diagnoses code so Starts with was selected from the Operator drop down Step 6 Type in the Comparison Values fields the appropriate information For this example 250 was entered The search criteria is now set to trigger for all patients that have an active diagnosis codes that starts with 250 Page 31 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutiOneEHR freedomtofocus afr e460 ee asss iiie F fe hati FEL m lt gt revolutionEHR Rule Builder Available Fields Search Definition Available Field Avaliabie Fete ooo Name x Diabetic Letter Alert gt 9 Patient a Description Send diabetic letter to PCP gt 9 Key Dates gt 9 Account Category Select v gt E Communication gt 9 Referred By gt Category i gt E Insurance Operator Comparison Value s y Diagnoses Dx Code Starts with v 250 i Dx Description 1 Dx Date is Dx Resolution Date Dx Location _ Dx Qualifier 1 Ox Reas
3. 5 Medications gt Allergies gt 9 Labs Imaging gt 9 Invoices we Description ae Se General v General Diabetic Letter to PCP General Patient reassured General Reviewed Care and Handling General Send diabetic letter to PCP General Send InfantSee Letter to Peditrician General Send plaquenil letter to PCP pnia j B Cancel Save Step 8 Drag and drop the appropriate Care Plan Item from the grid on the right to the Search Results grid on the left Step 9 Click Save Page 33 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneEHR freedom to focus oe a csaa eee iit SL Lean AE gt revolutionEHR Rule Builder Available Field s palaba Fake o Name Diabetic Letter Alert gt E Patient mal Description Send diabetic letter to PCP gt 5 Key Dates gt j Account Category Select v gt 59 Communication gt 5 Referred By gt 9 Category gt a Insurance Satoh orea eee _ TC v 5 Diagnoses Field Operator Comparison Value s ype cote Dx Code Cis ce y Dx Description _ Dx Date Dx Resolution Date _ Dx Location _ Dx Qualifier _ Dx Reason gt 9 Medications gt G Allergies gt E Labs Imaging gt j Invoices gt E Orders Access Roles Search Results Type D
4. 59 Encounters Field Operator Comparison Value s Patient Active Equals v Yes v 2 Patient Credit Greater than x 0 2 A Save 3 Cancel e Click and drag the appropriate data field from the Available Fields to the grid on the bottom for Search Criteria Page 7 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus ar sa oe asss iiie FRE Tas nedi FES u revolutionEHR Query Builder Available Fields Search Definition Available Field Avaliable Fisas Name Patients with a Credit Balance gt 5 Patient gt O Key Dates v y Account Category Accounting Related v Saatan colin Sort Fields _ Patient Credit ose Nurse w Office Administrator Ophthalmologist Description All active patients with a credit balance greater than 0 _ Patient InsurancBalance _ Patient Collections Balance gt Category L Optician gt Insurance V Optometrist E gt 9 Diagnoses v Receptionist gt 5 Medications V System Administrator gt Labs Imaging m Technician gt 6 Invoices Select All Clear All gt E Orders gt 59 Appointments gt 9 Encounters Fie Operator Comparison Value s Patient Credit N Select lv e Choose the appropriate Operator data field to be searched from dropdown This dropdown will
5. B Labels 1 3 1 Viewing the report results The report results will be displayed in the grid at the bottom of this screen These results are displayed in a paging format Patient Se Category All Categories v Recall Category Name Description Birthday Accounting Related EyeMed Patents in 2010 EyeMed Patents in 2010 Accounting Related Patents with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye Lg Run B Add 2 En Copy B Delete Patient Last Name Patient First Name Patient ID Patient Credit Becker Julie 19749 32 10 Davidson Harley 53 515 00 Horras Mary 56 94 00 Jones Scone 11 40 00 Londo Kat 306116 20 00 Londo Mary 327630 20 39 Martinez Rachel 79 100 00 Nett Julie 327744 200 00 Oettinger Tom 17 45 00 Steenis Celeste 306098 76 00 Steenis Leah 50 5 00 Steenis Mason 20 64 00 Viewing Page 1 of 1 Total 12 Page Size 25perpage v M E iio a a B Print d Expor a Labels 1 3 2 Printing the report results To print your report results click the Print button in the bottom right corner after running the appropriate report This will generate a PDF file that includes all data in your report results not just the data on the page currently being viewed Page 14 of 34 All information contained in this document is confidential and solely the property of Health Inno
6. J Dx Code _ Dx Description Dx Date _ Dx Resolution Date _ Dx Location Dx Qualifier O Dx Reason gt 5 Allergies gt 59 Labs Imaging gt 59 Invoices Search Results Type Description Care Plan Templates Care Plan Items Name Contaci Lens Follow Up Crazy one Diabetes Post Cataract Standard Step 4 Drag the appropriate field from the list of Available Fields on the left to the Search Criteria grid on the right In this exam the field for Dx Code is selected Page 30 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus pe ss 6 as ass isis See 42 fetis SB za oy lt gt revolutionEHR Rule Builder Available Fields fem oe Name Diabetic Letter Alert gt Patient a il Description Send diabetic letter to PCP gt 59 Key Dates gt 9 Account Category Select ly l gt E Communication gt 5 Referred By a gt E Category gt E Insurance y Diagnoses Field Operator Comparison Value s Dx Code z L_ Dx Description P Dx Date A Dx Resolution Date E Dx Location C Dx Qualifier Dx Reason gt 59 Medications gt C Allergies gt 9 Labs Imaging gt 59 Invoices gt 9 Orders Access Roles
7. Patient State Prov Patient Credit Greater than v lio Patient Active Equals Yes v 2 Patient Search Recall Category Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye B Run B Add By eat Ba copy Delete Viewing Page 0 of 0 Total 0 Page Size 25perpage v Print D Export D Labets 1 3 Running a report Once a report has been created and saved you may select the report from the Patient Search grid and hit Run Page 13 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus Available Reports Patient Search P t Sea Category All Categories v Recall Category Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 Accounting Related Patients with a Credit Balance Alf active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye qi B Ada fej est Fa coy B delete oo aed Patients with a Credit Balance Viewing Page 0 of 0 Total 0 Page Size 25 per page v id 4 gt pl B Print a Export
8. 2 4 Saving your report Once you have verified that all data has been specified for your report e Name e Description e Category e Access Roles e Search Criteria e Result Fields e Sort Fields Click Save Page 12 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneEHR freedom to focus as ee as ancs iis Si 543 e F lt gt revolutionEHR Query Builder Available Fields Search Definition Available Fieis ooo e Name Patents with a Credit Balance _ Patient ID Pty a W C Patient Salutati Description All active patienis with a credit balance greater than 0 Patient Salutation Patient First Name Category Accounting Related J Patent Lasi Name atient Last Name _ Patient Nick Name Patient Suffix Patient Last Name ASC x C Nurse v Office Administrator O Ophthalmologist Patient First Name 0 0 Patient ID _ Patient Credentials F Optician p t DOB Patient Credit Patien V Optometrist _ Patient Age v Receptionist _ Patient DOD V System Administrator C Patient Gender L Technician S Patient Employment Status Select All Clear All Patient Employer Patient Position Search C ria Patient Address 1 Field Operator Comparison Value s Patient Address 2 _ Patient City _
9. Category ecareniCH i gt 4 Insurance l Field Operator Comparison Value s gt 0 Diagnoses gt E Medications gt 9 Allergies Z z gt C Labs Imaging gt 0 Invoices gt 59 Orders N gt 59 Appointments gt j Encounters Access Roles Search Results Type Description Care Plan Templates Care Plan Items Name Contact Lens Follow Up Crazy one Diabetes Post Cataract Standard Step 3 Determine what information about this patient should trigger this rule to occur and click the grey triangle to the left of the appropriate folder to display the available fields In the current example the rule will be triggered by a diagnosis of diabetes therefore the folder for Diagnoses was expanded Page 29 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutiOneEHR freedomtofocus Eaa m u S ss a 41 an anca aaa zam an oe Ta O revolutionEHR Rule Builder Available Fields Availab ki i valhe Bana Name Diabetic Letter Alert gt 9 Patient il Description Send diabetic letter to PC gt 5 Key Dates p A gt 59 Account Category Select x gt 5 Communication gt 9 Referred By gt O Categor F insurance Search Criteria Field Operator Comparison Value s Diagnoses
10. P m agaa r ra B l E ITegUUIMItTO rocus A new query builder screen will open in edit mode with all of the data from the report that you are copying Edit the data as needed to create your new search This can be a time saver when creating multiple reports that are similar or when running a search with a specified date range on a recurrent basis 2 Patient Education Menu 6 Patient specific Education Resources 2 1 Description Patient Education is a feature that allows the user to configure rules based on patient information These rules will trigger a specific care plan item or items to appear in a new Patient Education screen that can be added to the encounter templates For information on Patient Education as it pertains to Meaningful Use view the Menu 6 Patient specific education Rescources document that is available by selecting Meaningful Use FAQ from the Help Menu within RevolutionEHR You may also view using this link http www revolutionehr com meaningful use Menu 206 20 20Patient specific 20Education 20Resources pdf 2 2 Adding the Patient Education screen to your encounter This screen can be added to any workflow step within the encounter but is most appropriate in the Assessment amp Plan workflow step e Go to Administration Encounters Step Library e Open the Assessment amp Plan workflow step e Edit in the bottom right e Click on the sideways Screen Library
11. Preferred Phone _ Patient Home Phone _ Patient Home Ext L Patient Cell Phone Patient Cell Ext L Optician _ Patient Work Phone Optometrist _ Patient Work Ext v Receptonist _ Patient Pager Patient Active L Patient Status System Administrator i Technician Select All Clear All Search Criteria Comparison Value s _ Patient Language _ Patient Race Patient Ethnicity E Patient Marital Status _ Patient Dominant Eye Y _ Patient Blood Type B Save E Cancel 1 2 2 Setting the search results Once you have established the data that will be used to generate the report you must also indicate what data you would like included in the report results The results data is selected from the Available Fields on the left But these data fields will be dragged to the Result Fields grid In our example we have chosen to include Patient Last Name Patient First Name Database ID and Patient Credit Amount in our report e s Sm a a as asce iain 2555 ff mM FB gt revolutionEHR Query Builder Available Fields Search Definition Aniane Bent Name x Patients with a Credit Balance _ Patient Provider First Name a C Patient Provider Last N Description All active patients with a credit balance greater than 0 atient Provider Last Name Patient Primary Location Category Accountin
12. included in the results if needed Like Search Criteria and Results you must select your Sort fields from the Available Fields list on the left In our example we have chosen to sort our report by patient Last Name aS as St a 664 as oes iiss JE Cas ied JE ow lt gt revolutionEHR Query Builder Avallable Fields Search Definition Available Field EEA Name Patients with a Credit Balance C Patient ID Sp 1 Satutat F Description All active patients with a credit balance greater than 0 LJ atien alutation Patient First Name Category Accounting Related v O Patient Middle Name COD CD D A Patient Last Name Patient Last Name ASC L Nurse _ Patient Nick Name i f ee Patient First Name V Office Administrator 1 Patient Suffix LJ Patient ID e Ophthalmologist _ Patient Credentiats Optician roei Patient Credit N O at aal _ Patient DOB V Optometrist J 7 Patient Age V Receptionist il _ Patient DOD v System Administrator _ Patient Gender al Technician C Patient Employment Status Select All Clear All _ Patient Employer _ Patient Address 1 Field Operator Comparison Value s _ Patient Address 2 Patient Credit Greater than 0 2 Patient Cit LJ Yy Patient Active Equals v Yes v 2 _ Patient State Prov E Save Cancel y nnn Set the order you would like your sort to
13. right to configure a new Care Plan Item Step 1 From to Administration System Rules Clinical Decision Support click Add in the bottom right corner General Clinical Decision Support Employee Roles Category All Categories Data Configuration Tasks Category Name Description Status Encounters Letters InfantSee Letters To Peditrician Anyone with a InfantSee Encounter needs a letter to Peditrician Active Documents and Forms Patient info No data in Quick View Alert that no data has been captured in the attributes in Quick View for this patient Active Communication Templates System Rules Clinical Decision Support Patient Education Rules Vendors Partners Patient Management Accounting V Active Only B Add Edit D Copy Activate S Page 28 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus Step 2 Name your Clinical Decision Support Rule and type a brief description of that rule In the following example a rule for sending a diabetic letter to the PCP for all diabetes patients is being built lt O revolutionEHR Rule Builder Available Fields Available Fields Name Diabetic Letter Alert gt 59 Patient gt 9 Key Dates gt 9 Account Category Send diabetic letter to PCP gt 9 Communication gt G Referred By gt Ej
14. triggering a Care Plan Item to send a diabetic letter of follow up to the patient s PCP Please understand that for a CDS rule to be viewable during an encounter the CDS screen must be added to an encounter workflow step In Administration Data Configuration Care Plans Care Plan Item Library General I have confirmed that the Care Plan Item is listed Page 27 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus Sees General Care Plan Items Employee Roles Data Configuration General Items Accounting Prescriptions Type Description Diagnosis Diabetic Letter to PCP N Common Services Patient reassured Medications Reviewed Care and Handling Care Plans Send diabetic letter to PCP Care Plan Item Library Send infantSee Letter to Peditrician General Send plaquenil letter to PCP MedRx Stable Rx Education Test item Recall Update this patient s attributes in Quick View Care Plan Templates Allergies Patient Information Lab Imaging Orders Query Rule Categories Referrals Provider Information Insurance Information Note Categories Tasks Encounters Documents and Forms Communication Templates System Rules Vendors Partners Patient Management Accounting Add Item Delete Open If an appropriate Care Plan Item does not exist in your Care Plan Item Library use the Add Item button in the bottom
15. use ASC will sort in ascending order DESC will sort in descending order Page 11 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutiOneEHR freedomtofocus ESEE gt a a al ancs nae 5S TaT m F gt revolutionEHR Query Builder o Available Fields Name Patients with a Credit Balance Patient ID F gt ap rai Description All active patients with a credit balance greater than 0 Patient Salutation Patient First Name Category Accounting Related v 7 inocu ocmcr cz Sort Fields CED i Patient Lasi Name F Eloni NIG Patient Last Name Patient Last Name ASC ra C Nurse jent Nick Name Ng p Sii Patient First Name ASC X Y Office Administrator Patient Suffix Patient ID DESC L Ophthalmologist Patient Credentiats O ee p DOB Patient Credit p L Patient v Optometrist Patient Age V Receptionist Patient DOD v System Administrator _ Patient Gender O Technician Patient Employment Status Select All Clear All Search Criteria Field Operator Comparison Value s Patient Credit Greater than v 0 2 Patient Active Equals v Yes v 2 B Save B Cancel _ Patient Employer _ Patient Position _ Patient Address 1 _ Patient Address 2 _ Patient City _ Patient State Prov 1
16. Greater than e Continue dragging the appropriate search criteria from the Available Fields and setting the Operator and Comparison Value for each data field In our example we are only looking for patients that have a credit balance greater than 0 However we have also added in a search criteria for Active patients To do this we selected Patient Active from the Patient folder in the available fields list We set the operator to Equals and the comparision value to Yes Important Note The Patient Search will search all patients for every report Itis important to keep in mind every thing that you may need to limit this report Patient status of active will most likely be something you commonly includes in most patient searches Page 9 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutioneEHR freedomtofocus Ee ssi as ass made SRL fa Gate FR ay lt gt revolutionEHR Query Builder Available Fields Sesrch Definition Availabie Fiss OOOO Name Patients with a Credit Balance E Patient State Prov Description All active patients with a credit balance greater than 0 Category l Accounting Related v Rosul Fields Son Fils lt a iL Nurse v Office Administrator L Ophthalmologist _ Patient Zip Code _ Patient Email _ Patient
17. MedRx Education Recall Care Plan Templates Allergies Patient Information Lab Imaging Orders Query Rule Categories Referrals Provider Information Insurance Information Note Categories Tasks Encounters Documents and Forms Communication Templates System Rules Vendors Partners Patient Management Accounting Add item Delete Open If an appropriate Education Care Plan Item does not exist in your Care Plan Item Library use the Add Item button in the bottom right to configure a new Care Plan Item Step 1 From to Administration System Rules Patient Education click Add in the bottom right corner Page 19 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus aes Employee Roles Category Name Description Status Data Configuration Plaquenil Alert Educate patient on the effects of Plaquenil Active Tasks Encounters Documents and Forms Communication Templates System Rules Clinical Decision Support Patient Education Rules Vendors Partners Patient Management Accounting Edit a Copy B Deactivate Step 2 Name your Patient Education Rule and type a brief description of that rule In the following example a rule for providing education to glaucoma suspects is being built Page 20 of 34 All information contained in this document is confidential and solely t
18. Rule Builder Available Fields Search Definition Available Field Available Filis o Name Provide Glaucoma Education gt Patient A gt 5 Key Dates gt 59 Account Description Rule for providing patient education on glaucoma to glaucoma suspects Category Select gt 29 Communication gt C Referred By A insurance Field Operator Comparison Value s y Diagnoses _ Dx Code N Dx Description Dx Date _ Dx Resolution Date Q Dx Location O Dx Qualifier U Dx Reason NIJ Medications gt E Alietats gt 9 Labs imaging gt 59 Invoices gt C Orders Access Roles Type Description Care Plan Templates Care Plan items Contact Lens Follow Up Crazy one Diabetes Post Cataract Standard gj Cancel A Save Step 4 Drag the appropriate field from the list of Available Fields on the left to the Search Criteria grid on the right In this exam the field for Dx Code is selected Page 22 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus oe wt Tm as sn caco anso ition Sa Sasiain SE i ont lt gt revolutionEHR Rule Builder Awalahie Bona Name Provide Glaucoma Education gt 3 Patient a gt 9 Key Date
19. Rule for providing patient education on glaucoma to glaucoma suspects gt 5 Key Dates gt 9 Patient a F gt Account Category Select ly gt 9 Communication gt 9 Referred By gt 5 Category Search Criteria D9 ____ gt E Insurance y Diagnoses Field Operator Comparison Value s i Ox Code Ox Code Equals v 365 01 i Dx Description Dx Date Ox Resolution Date _ Dx Location Dx Qualifier _ Dx Reason gt 9 Medications gt 5 Allergies gt 9 Labs Imaging gt 9 Invoices gt Orders Access Roles Type Description Care Pian Templates Care Plan Items Category Education w Type Description Education ARMD Pamphlet Education Give patient AOA Glaucoma tear sheet Education Give patient handout describing the effects of Plaquenil on the macula Education httpu www eyedock com Education Give patient AOA Glaucoma tear sheet 3 Clinical Decision Support Core 11 Clinical Decision Support 3 1 Description Clinical Decision Support is a feature that allows the user to configure rules based on patient information These rules will trigger a specific care plan item or items to appear in a new Clinical Decision Support screen that can be added to the encounter templates For information on Clinical Decision Support as it pertains to Meaningful Use view the Core 11 Clinical Dec
20. e Equals v Yes Patient Credit Greater than v 0 B Save B Cancel Page 6 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc freedom to focus Step 5 Indicate what data you would like to use to create your search The data that can be used to create a patient search is found in the folder listed on the left under Available Fields O revolutionEHR Due to the amount of data that can be use the available fields are divided up into categories that are displayed as folders to allow the user to more easily search for the appropriate data fields e Click on gray arrow next to gold folder to expand options E ESES as a as ancs ia Aue 2 2 me Fe gt revolutionEHR Query Builder Fieras Available Fields Name Patients with a Credit Balance gt G Patient Key Dat Description All active patients with a credit balance greater than 0 ey Vales C Category Accounting Related _ Patient Credit fa Nurse _ Patient Insurance Balance z v Office Administrator _ Patient Collections Balance Ophthalmologist gt Category L_ Optician gt 9 Insurance V Optometrist gt G Diagnoses V Receptionist gt 5j Medications V System Administrator gt 5 Labs Imaging L_ Technician gt J Invoices Select All Clear Ai gt 9 Orders gt E Appointments gt
21. e assigned in their employee file in the Administration Module match one or more of the user roles that have been associated to the report By default all user roles are check when creating a new report You must uncheck a user role to restrict access to the report for any employees with that user role Note If an employee has mulitple user roles associated in their employee file and any of those assigned user roles are associated to a report then that employee will have access to the report This will apply even if they have also been assigned a user role that is not associated to the report sa a an Sees iain AEDE E aa fein 7 annie gt revolutionEHR Query Builder ce Available Fields Name Patients with a Credit Balance gt J Patient Description All active patients with a credit balance greater than 0 gt C Key Dates gt 59 Account Category Accounting Related v gt i Category Result Fields gt 9 Insurance gt 9 Diagnoses gt 9 Medications gt Labs Imaging gt 9 Invoices gt C Orders gt 59 Appointments gt 9 Encounters Patient Credit Patient Last Narne Patient First Name Patient ID 0 00 s Nurse v Office Administrator m Ophthalmologist F Optician v Opiometrist v Receptionist v System Administrator F Technician Select All Clear All Te f Tr Field Operator Patient Activ
22. e fee Sd oa OP revolutionEHR Rule Builder Available Fields Mi Available Field Available Fieiis oo Name Provide Glaucoma Education gt 5 Patient aj Description Rule for providing patient education on glaucoma to glaucoma suspects gt C Key Dates gt 3 Account Category Select gt 9 Communication gt Referred By gt Category gt j Insurance v amp 3 Diagnoses Dx Code Dx Description Dx Date M _ Dx Resolution Date _ Dx Location Dx Qualifier Dx Reason le gt 3 Medications gt 59 Allergies gt 9 Labs Imaging gt 3 Invoices a Orders Access Roles Type Description Care Plan Templates Care Plan Items Category Education v Type Description Education ARMD Pamphlet Education Give patient handout describing the effects of Plaquenil on the macula Education http www eyedock com Education Give patient AOA Glaucoma tear sheet Step 7 Click on the Care Plan Items tab near the bottom right To view only Education Care Plan Items select Education from the category drop down Page 24 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutioOneEHR freedomtofocus rur ma san asis aa A Sone SEL iang lt O revolutionEHR Rule Builder Availabe Fields il Avallabia Fieids o Na
23. ent name It is specifically a search of information in the patient s file other than examination findings and the display options for the search results can be customized to your specific needs Other types of searches and additional data fields to be searched will be added in the future 1 2 Creating a new search 1 2 1 Setting the search criteria In the following example we will build a report to display all patients that have a credit balance Step 1 Click Add Available Reports Patient Search Category All Categones v Recall Category Name Description Birthday l Insurance Related EyeMed Patents in 2010 EyeMed Patients in 2010 General Patients with Dry Eye Patients with dry eye Viewing Page 0 of 0 Total 0 Page Size 25 per page v KN q gt M Gb Print a Export a Labels _ SSSSS__ SSS SS ____a_jj_ Step 2 Name your new search and add description Page 4 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneEHR freedom to focus ee iin Au Ea ee FEE Ll gt revolutionEHR Query Builder Available Fields gt G Patient gt C Key Dates gt Ga Account gt Category Result Fields gt G Insurance Description All patients that have a credit balance greater than 0 Sort Field v Nurse v Of
24. ents with d a Run It is important to note that the new Patient Search is designed to return results as a list of patients While it will not address all Marketing search needs it can be used to create patient lists for a number of purposes When finished export of this list to an Excel csv file or printing are two available actions An example of a report that would effectively use this search would be a list of all patients that have a credit balance Because each patient only has one credit balance data field the results returned on this type of report will be a patient list including each patient that has a credit balance Page 3 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneHR p F Fror iy i aTa iis rPreeacenmrice rocus An example of a report that may not be effectively run using this new search might be a list of all Comprehensive Encounters that have been done fora specific date range Because that type of search might include multiple matches for one patient the search results you receive will still only list each patient once and then for each patient it would include each Comprehensive Encounter that exists for that patient for the date range specified Please keep in mind that this particular search is designed to produce a list of patients even though you could chose to display the results without including the pati
25. escription Care Plan Templates Care Plan Items General Diabetic Letter to PCP TTT TIE Category General v Description Diabetic Letier io PCP Type General General Patient reassured General Reviewed Care and Handling General Send diabetic letter to PCP General Send InfantSee Letter to Peditrician General Send plaquenil letter to PCP Page 34 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc
26. eye General All active patients z Run B ad Ea Fa copy Delete Patient Last Name Patient First Name Patient ID Anderson Bonnie 327633 eI Anderson Jean 327647 Becker Billy 306120 Becker Julie 19749 Becker Steve 19748 Benefiel Billy 306115 Benefiel Rober 327648 Viewing Page 1 of 4 Total 89 Page Size 25perpage v Mil lt cm edia B P abeis 1 3 4 Printing Labels To print labels for your report results click the Labels button in the bottom right corner after running the appropriate report Important Note The Labels button will only be active if the report results you have designated Patient First Name Patient Last Name Patient Address 1 City State and Zip If the fields needed to generate labels are not part of your report results the Labels button will be inactive Page 15 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus All Categories v Recall Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye General All active patients a Run B Add lj Eat Gy Copy Delete Search Results All active patient
27. fice Administrator v Ophthalmologist v Optician Patient Credit gt G Diagnoses Patient Last Name gt 5 Medications d Patient First Name gt 59 Labs Imaging Patient ID gt Invoices M Optometrist gt Orders V Receptionist gt 59 Appointments V System Administrator gt 9 Encounters V Technician Select All Clear All Search Criteria Field Operator Comparison Value s Patient Active l Equals v Yes v Patient Credit Greater than v 0 Step 3 Choose category from the dropdown list ESES gt as oe anse iain FEDE Hap ike FEE a y amp SPrevolutionEHR Query Builder Available Fieids Search Definition Available Fieis ooo e Name Patients with a Credit Balance gt G Patient Descriptio atienis with a credit balance greater than 0 gt j Key Dates gt E Account Category Accounting Related gt Ga Category EPET Accounting Related Access Roles gt Insurance General gt G Diagnoses Patient Credit jn curance Related V Nurse Ga Medica Patient Last Ni Accounting V Office Administrator gt edications Patient First N Patient query categories V Ophthalmologist gt 5 Labs Imaging V Optician gt 53 Invoices V Optometrist gt j Orders V Receptionist gt 9 Appointments V System Administrator gt 5 Encounters V Technician Select All Clear AIl Search Criteria Field Operator Compar
28. g Related v jj PBR ey oues Result Fields cu Account 1 Patient Bai Patient Last Name C Nurse atient Balance Patient Cree Patient First Name V Office Administrator at it l L Patient Insurance Balance pincadis Patient Credit _ Patient Collections Balance 2 m Optometrist gt G Category V Receptionist v Insurance V System Administrator E Insurance Name O Technician _ Insurance Type Select All Clear All Search Criteria Field Operator Comparison Value s Patient Credit Greater than v io 2 Patient Active Equals v Yes x B Save a Cancel i _ Insurance Priority O Insurance Class E Insurance Pian Name _ Insurance Policy LJ Insurance Group Insurance Policy Holder ID Page 10 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus 1 2 3 Setting a Sort for your report An optional feature of the Patient Search is the ability to indicate what data should be used for sorting the order of your search results Important Note It will make more sense in the report if the data you select for sorting is data that is included in your search results While it is possible to sort your report based on data that is not included in the results this could become confusing However it is possible to sort on data not
29. he property of Health Innovation Technologies Inc lt gt re volutionEHR freedom to focus iis AE Eis finti FRE 2 PTE IFS 6 4 oe ass a lt gt revolutionEHR Rule Builder Available Fields gt 5 Patient gt 9 Key Dates gt 59 Account gt 9 Communication N gt 5 Referred By gt 59 Category RT re gt 9 Insurance Field Operator Comparison Value s Rule for providing patient education on glaucoma to glaucoma suspects co in a S gt 49 Diagnoses gt 5 Medications gt 9 Allergies gt 59 Labs Imaging E i gt 0 Invoices gt 5 Orders gt 3 Appointments gt 59 Encounters Access Roles Search Results Type Description Care Plan Templates Care Pian Items Name Contact Lens Follow Up Crazy one Diabetes Post Cataract Standard Step 3 Determine what information about this patient should trigger this rule to occur and click the grey triangle to the left of the appropriate folder to display the available fields In the current example the rule will be triggered by a diagnosis of glaucoma suspect therefore the folder for Diagnoses was expanded Page 21 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneEHR freedom to focus run as a oe ii A Tas fitis SEL t lt gt revolutionEHR
30. ision Support document that is available by selecting Meaningful Use FAQ from the Help Menu within RevolutionEHR You may also view using this link http www revolutionehr com meaningful use Core 2011 20 20Clinical 20Decision 20Support pdf Page 26 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneHR i 2 eo mare PeEeeqgitdg TULUS 3 2 Adding the Clinical Decision Support screen to your encounter This screen can be added to any workflow step within the encounter but is most appropriate in the Assessment amp Plan workflow step e Go to Administration Encounters Step Library e Open the Assessment amp Plan workflow step e Edit in the bottom right e Click on the sideways Screen Library tab e Select Assessment amp Plan from the Screen Library Types drop down e Drag and drop the Clinical Decision screen from the grid on the right to the grid on the left e Remember that you may drag and drop your screens up and down to change the order in which they appear within the encounter e Click Update in the bottom right 3 3 Creating a Clinical Decision Support rule Because a Clinical Decision Support rule will trigger a Care Plan Item within the encounter it is best to confirm that such an item exists in your Care Plan Item Library In the following instructions an example will be used for
31. ison Value s Patient Active Equais Yes v Patient Credit Greater than v 0 B Save CA Cancel Note Additional Categories can be added to the drop down in Administration Data Configuration Query Categories Patient Queries Page 5 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc a revolutioneEHR freedom to focus Description Accounting Related Accounting Related General General Accounting Insurance Related Prescriptions Accounting Diagnosis Accounting Patient query categories Medications Patient query categories Prescriptions Care Plans Prescriptions Scheduling Allergies Scheduling Patient Information Templates Templates Lab imaging Orders Query Categories Patient Queries Trigger Queres I Referrals Provider Information Insurance Information Note Categories Documents and Forms SSS Teena aS _ _l aa gt gt nw gt gt _ a lt _ lt _ _ lt lt lt lt aaq gt SS 3 050 Step 4 Select access roles This allows the report creator the ability to restrict access to this report s results to only designated user roles Remember that each employee has assigned user roles For an employee to run a specific report they must have a user rol
32. me Provide Glaucoma Education gt 59 Patient al Description Rule for providing patient education on glaucoma to glaucoma suspects gt C Key Dates gt 3 Account Category Select v gt 9 Communication gt E Referred By gt Category gt j Insurance v amp 3 Diagnoses Field Operator Comparison Value s Ox Code Equals 365 01 J Dx Code L Dx Description Dx Date me _ Dx Resolution Date Dx Location Dx Qualifier _ Dx Reason gt 3 Medications gt 59 Allergies gt 9 Labs Imaging gt 9 Invoices a Orders Access Roles Search Results Care Plan Items d Category Education v Education ARMD Pamphlet Type Description Care Plan Templates Education Give patient handout describing the effects of Plaquenil on the macula Education http www eyedock com Education Give patient AOA Glaucoma tear sheet Step 8 Drag and drop the appropriate Care Plan Item from the grid on the right to the Search Results grid on the left Step 9 Click Save Page 25 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus a Ir as a saa asss iii A205 ihale FEE revolutionEHR Rule Builder Available Field seer Beate Name Provide Glaucoma Education Description
33. n 2010 EyeMed Patients in 2010 Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye B Run Search Results Patients with a Credit Balance Viewing Page 0 of 0 Total 0 Page Size 25perpage v MG keda kabani ai B Print a Export B Labeis This will open the search in edit mode You may change the Name Description and or Access Roles at this time To add new data fields to your search use the methods descibed in Section 2 1 of this manual for adding data fields for a new search Page 16 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutioneEHR freedomtofocus To remove data fields simply click the red minus button found to the right of that data field in any of the grids rir a sasz a l Oe ii JS fee i a 4O revolutionEHR Query Builder Available Fields Search Definition Available Fieis Oooo Name Patients with a Credit Balance gt 5 Patient gt 9 Key Dates gt Account Category Accounting Related v empu Result Fes Son Fels gt 0 Insurance Patient Last Name Patient Last Name ASC iv OD C Nurse v Office Administrator e Ophthalmologist Description All active patients with a credit balance greater than 0 gt 9 Diagnoses Pa
34. omparison Value This field will also vary based on the type of data being used for the search criteria In this example we are looking for all patients with a credit balance greater than 0 Our operator is set to greater than so we will enter O as our Comparison Value Page 8 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus m i oa 26s as asis s n F Bab fais JED i A j lt gt revolutionEHR Query Builder Available Fields Available Field N Name Patients with a Credit Balance gt G Patient A i G Key Dat Description All active patients with a credit balance greater than 0 b ey Dates Y amp Account Category Accounting Related v Patient Credit Nurse _ Patient Insurance Balance v Office Administrator _ Patient Collections Balance r Ophthalmologist gt Category L Optician y Insurance V Optometrist _ Insurance Name v Receptionist _ Insurance Type v System Administrator L Insurance Priority LI Technician L Insurance Class SelectAll Clear All _ Insurance Plan Name _ Insurance Policy Search Criteria L Insurance Group _ Insurance Policy Holder ID _ Insurance Policy Holder First Name _ Insurance Policy Holder Last Name q Field Operator omparison Value s Patiant Credit
35. on gt 5 Medications gt 5 Allergies gt 9 Labs Imaging gt 9 Invoices Type Description Care Plan Templates Care Plan Items Category General v Type Description General Diabetic Letter to PCP General Patient reassured General Reviewed Care and Handling General Send diabetic letter to PCP General Send InfantSee Letter to Peditrician General Send plaquenil letter to PCP ys B Cancel Save Step 7 Click on the Care Plan Items tab near the bottom right To view only General Care Plan Items select General from the category drop down Page 32 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneEHR freedom to focus afi s See ssa aie JE foc nedi FRE ee lt gt revolutionEHR Rule Builder Search Definition Available Fields Avaliable Fieis Name Diabetic Letter Alert gt G Patient a Description Send diabetic letter to PCP gt 0 Key Dates P aisa gt 9 Account Category Select w gt 9 Communication gt 5 Referred By gt CQ Category Search Criteria gt Insurance v amp Diagnoses Field Operator Comparison Value s i Dx Code Ox Code Starts with 250 2 i Dx Description _ Dx Date _ Ox Resolution Date Dx Location i Dx Qualifier _ Dx Reason gt
36. revolutioneHR freedom to focus RevolutionEHR 6 Boulder Creek Circle Madison WI 53717 Phone 877 738 3471 www revolutionehr com customersupport revolutionehr com Query Rule Builder User s Manual 08 25 2011 Overview This manual contains step by step instructions for building Patient Search Patient Education and Clinical Decision Support queries rules All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolution EHR reed OTi s j L Table of Contents 1 Patient Search Menu 3 Generate Patient ListS sasnssennsnnnnnnnnrrnnsrrnnrnrenenrerenene 3 di DEED se aE EEE E EE EEEE 3 L2 Creating anew s arcCh nrnoniniisiiisssaniieia eaa a 4 to UNITING AT DONE onre EE EE E E E EERE 13 14 Editing an exisung searCh iscriere a E aA EE 16 15 COPYING an exsung FEDOMicccsetedecccutcdevenphadetacdscduvecdtedevecdvedutect aa aa 17 2 Patient Education Menu 6 Patient specific Education Resources ss ssssssrsererres 18 AL WS SCHD TOM aE E E E E E E E AE EER 18 2 2 Adding the Patient Education screen to your encounter s sssssssrerenrrrrnrerene 18 2 3 Creating a Patient Education rule ssssssssssssnnnesnsnssnsnrnnsnsnnenrnnennnnennnnrsnnnenn 18 3 Clinical Decision Support Core 11 Clinical Decision Support ssssssssssrssrsrsrrsrens 26 Ch DE IDIO e E ee 26 3 2 Adding the Clinical Decision Support screen to yo
37. s Patient Last Name Patient First Name Patient Address 1 Patient ID Patient State Prov Patient City Patient Zip Code Anderson Bonnie 123 Hudson 327633 Illinois Flora 62839 Anderson Jean 875 East Ave 327647 Wisconsin Madison 53749 Becker Billy 486 South Side Ave 306120 Wisconsin Cottage Grove 53527 Becker Julie 486 South Side Ave 19749 Wisconsin Cottage Grove 53527 Becker Steve 486 South Side Ave 19748 Wisconsin Cottage Grove 53527 Benefiel Billy 123 Main St 306115 Oregon Hillsboro 97123 Benefiel Rober 123 Main St 327648 Wisconsin Cottage Grove 53527 Chumura Mark 55 tst Ave 327638 Minnesota Minneapolis 55408 Clouse Sandra 456 East Ave 306109 Wisconsin Madison 53718 Couture Leslie 777 Main St 306121 Wisconsin Cottage Grove 53527 Couture Norm 777 Main St 19745 Wisconsin Cottage Grove 53527 Darwin Payton 8564 Oak St Wisconsin Cottage Grove 53527 Sd Viewing Page 1 of 4 Total 89 Page Size 25 perpage v id 4 gt bl Print B Export Labels L J j E ba sf ESS NSS laba en ts d 1 4 Editing an existing search To edit an existing search you must single click on that search from the Patient Search grid Note You may use the Category drop down to filter your grid to display only searches for a specific category Once the appropriate search has been found and selected click Edit P it Se Category All Categones Recall Category Name Description Birthday Accounting Related EyeMed Patients i
38. s gt 9 Account Description Rule for providing patient education on glaucoma to glaucorna suspects Category Select v gt 9 Communication gt 9 Referred By as o ey gt E Category he gt CQ Insurance Field Operator Comparison Value s x Code Select ly a y amp gt Diagnoses mn Dx Code bay Dx Description _ Dx Date f _ 1 Dx Resolution Date Dx Location _ Ox Qualifier Dx Reason gt 5 Medications gt G Allergies gt C Labs Imaging gt E Invoices gt a Orders Access Roles Search Results Type Description Care Plan Templates Care Plan items Name Contact Lens Follow Up Crazy one Diabetes Post Cataract Standard a Cancel D Save Step 5 Select from the Operator drop down In this example the rule will be set to trigger for only one diagnosis code so Equals was selected from the Operator drop down Step 6 Type in the Comparison Values fields the appropriate information For this example the code 365 01 was entered The search criteria is now set to trigger for all patients that have an active diagnosis codes that equals 365 01 Page 23 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Gp evolutionen revolutioOneEHR freedomtofocus ur ss a sas asso ry vee eo fo
39. tient First Name gt 5 Medications i Patient ID gt 59 Labs Imagina Patient Credit Coed Optician gt 64 Invoices Delete this result field V Optometrist p gt 9 Orders V Receptionist gt 9 Appointments V System Administrator gt 5 Encounters L Technician Select All 1 Clear All l Search Criteria Field Operator Comparison Value s Patient Credit Greater than v 0 Patient Active Equals v Yes Ta 2 B Save B Cancel 1 5 Copying an existing report Once a report has been created and saved you may use the report to generate other reports by copying the existing report and then editing the necessary data on the new report Single click on the report you wish to copy in the Patient Search grid and click Copy Category All Categories v Recall Category Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye B Run Search Results Patients with Dry Eye Viewing Page 0 of 0 Total 0 Page Size 25 per page v fe 4 BS a il B Print B Export B Labels Page 17 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc revolutioneHR r F k j T p EJ
40. ur ENCOUNKET cccceeeeeeeeees 27 3 3 Creating a Clinical Decision Support rule ccc cccceee cece cess eee e eee eeeeeeeeaeaaaes 27 Page 2 of 34 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc O revolutionEHR freedom to focus 1 Patient Search Menu 3 Generate Patient Lists 1 1 Description Patient Search is a feature that will allow the user to create custom reports based on patient data This will include the ability to set your own search criteria as well as customizing what data fields you would like included in the report results For information on Patient Search as it pertains to Meaningful Use view the Menu 3 Generate Patient Lists document that is available by selecting Meaningful Use FAQ from the Help Menu within RevolutionEHR You may also view using this link http www revolutionehr com meaningful use Menu 203 20 20Generate 20Patient 20Lists pdf Patient Search is available under the More drop down in the Marketing Module lt gt revolution EHR Sun March 06 2011 fy Patients Scheduling Accounting Orders Tasks 71 biore i Pi Category All Categories Recall Category Name Description Birthday Accounting Related Evyelied Paiients in 2010 Evyelied Fater Accounting Related Patients with a Credit Balance Patients with a Patient Miner General Patients with Dry Eye Pati
41. vary depending on the type of data field that is selected An Operator allows you to set a rule about the data field selected In this example we want all patients that have a credit balance so we will select Greater Than as the operator FirF se a as oe tici F Basme FE E O revolutionEHR Query Builder Available Fields Search Definition pinahoise Pali Name Patients with a Credit Balance gt 9 Patient Description All active patients with a credit balance greater than 0 gt 9 Key Dates Y Account Category Accounting Related O Patient Balance Access Roles Nurse v Ofice Administrator O Ophthalmologist Result Fields Patient Credit _ Patient Insurance Balance Equals _ Patient Collections Balance Not equals gt 9 Category Greater than R m Optician y Insurance Greater or equaho Z Optometrist a _ Insurance Name Less than v Receptionist Insurance Type Less or equal to V System Administrator C Insurance Priority Empty L Technician Not empty _ Insurance Class Select All Clear All Equals one of L Insurance Plan Name Not equals one of Insurance Policy Ud cee Between O Insurance Group Field Patient Credit Not Between _ Insurance Policy Holder ID _ Insurance Policy Holder First Name _ Insurance Policy Holder Last Name q e Set the C
42. vation Technologies Inc a revolutioneEHR freedom to focus Reset Seen Category All Categories v Recall Category Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 a Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry eye General All active patients z Run B Add En a Copy Delete Patient Last Name Patient First Name Patient ID Anderson Bonnie 327633 2 Anderson Jean 327647 Becker Billy 306120 Becker Julie 19749 Becker Steve 19748 Benefiel Billy 306115 Benefiel Rober 327648 Viewing Page 1 of 4 Total 89 Page Size 25perpage v Mii 4 gt M R Labels 1 3 3 Exporting the report results To export your report results click the Export button in the bottom right corner after running the appropriate report This will generate a spreadsheet in cvs format that includes all data in your report results not just the data on the page currently being viewed Patient Search Category All Categories A Recall Category Name Description Birthday Accounting Related EyeMed Patients in 2010 EyeMed Patients in 2010 ea Accounting Related Patients with a Credit Balance All active patients with a credit balance greater than 0 Patient Miner General Patients with Dry Eye Patients with dry

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