Consult Accelerator 4.5:
Contents
1. Click the Submit button to complete January 29 2013 Page 60 Edit Calendar Show Priority Access Controls Groups View View schedules Read Schedule for Eg schedules Details self January 29 2013 Page 61 New Calendar Description Access Controls Select a group Group Name View schedules View schedules Read Details Schedule for self Schedule for others Remove Access Submit Cancel Now the Exam Room will show in the drop down list on page 1 of the Intake and it will be able to be scheduled for patient appointments Intake Add Update Medical History 9 Call Back Number High Priority January 29 2013 Page 62 Messaging The messaging for the Consult Accelerator application consists of notifications that are sent via SMS pager or emails to specific employees There are four notifications currently set up on this application aside from the ones involved with telehealth sessions 1 Referral Case Submitted when a referring doctor submits a new case the on call specialists associated with the selected service line are notified of the submission a This message will be sent immediately upon completion of a case This message is sent only once 2 Physician Notes Completed when a specialist completes their notes on a referral case the referring physician is notified a This message will be sent immediately upon completion of the physician notes form This message is sent only once 3 Mod2. I have reviewed and approve this document cn A Sign and Complete Once saved you can view the followup notes on the case summary page You can also add more notes from here using the Add Followup Notes button January 29 2013 Page 23 el Collaborate me Video Call Es View Provider Notes E Add Followup Notes E Assign Assigned to Emerge MD Support Service Line Dr Smith Quick Consult Case Information Emerge MD Support on 5 34 2043 2 72 50 PM Requesting location Referring Facility A Referring Facility A Call Back Number 555 555 5555 Indication Headache Attachments todo txt Provider s Notes Emerge MD Support on 5 34 2043 2 72 50 PM Assessment assessment here Plan plan here Recommendations Consult Provided Followup Notes Emerge MD Support on 5 34 2043 2 30 43 PM Case signed by Emerge MD Support on 05 31 2013 January 29 2013 Page 24 Unsaved Form Entries When entering documentation into any form within the application the information is saved automatically as you type If you lose connectivity or your browser crashes before you Save and Continue when you return to the page you will be prompted to reload your unsaved entries However this does not apply to any identifying patient health information To ensure HIPAA compliance patient identifying data is not stored locally in browser memory The page at https consultemergemd org says You have unsaved entries from about a minute ago that have not been
3. Olivia Brown Ultrasound jpg rat xpemove Descri ption add notes about the file here amp doc34 1 txt Edt Remove Description Select After completing the form if you wish to download view or delete any attachments you would click on the Edit button next to the Case link Case Requested 09 25 2012 Nephrology amp Edit You can view the attachment from the case summary page by clicking on the link Case Information Requesting location Referring Facility A Attachments todo txt January 29 2013 Page 14 If you want to edit or delete the attachment click on the Edit Case button You may have to click the Save and Continue button until you get to the page containing the attachment From there click on the edit button next to the attachment to edit the file name or description or the trash can to delete the attachment Note that once a case is signed by a provider it is locked and will not allow you to delete or edit attachments todo txt L G When you are done working with attachments and filling in the form click the Save and Continue button to save any changes You will be taken to the case summary page From here you can click the Edit Case button if you need to go back and make any changes You can also add notes to the case using the Add Followup Notes button Assign a Case From the case summary page you can assign a case to yourself or someone else using the Assign to Me or the
4. Select Community to Manage OnePlace Provider Community Dev OnePlace Dev First Name Last Name Email Username ES Name Email Phone Actions Edit Group Allison Nurse1 anurse1 anurse1 emergemd_net Remove Attendants Staff Adam Clinic A Nurse 2 gt anurse2 testaknurse2 yahoo in 614 636 3743 c Add Edit To edit a user s groups click on the list of groups or the Add To Groups link in the Group column Manage Community Review Pending Members Invite People By Email Select Community to Manage OnePlace Provider Community Dev OnePlace Dev Zal First Name Last Name Email Username ES Name Email Phone Actions Edit Group Allison Nurse1 anurse1 anurse1 emergemd_net Remove Edit Attendants Staff Adam Clinic A Nurse 2 anurse2 testaknurse2 yahoo in 614 636 3743 c Add Edit This will bring up a list of groups Check the box next to group to add the user to the group and uncheck the box to remove them When you are finished click the Save button January 29 2013 Page 51 Add Remove User in Partner Groups si dl Attendants E Front Desk L ii Administrators FI Staff E Licensed IV Sta Providers Arizona Providers Stroke Care California Providers E Cardiology General Consult Behavioral Health E Nephrology E Neurology NY Dermatology SET Center Lech Urgent Care
5. They can also create patient accounts fill out medical history create referral cases create provider documentation and create addendums January 29 2013 Page 52 e Service Line Groups These are Specialty or Service Line groups to which the Specialists can belong These groups allow the Providers to manage their On Call time in the corresponding Availability Calendars i e Nephrology Behavioral Health Stroke Care Referrers User Groups Staff and Referrers Specialists User Groups Staff Specialists and Service Line Groups Front Desk User Groups Staff and Front Desk Site Administrators User Groups Staff and Site Administrators January 29 2013 Page 53 Site Administrator Reports To view reports click on the Reports button at the top of the Dashboard page Reports ka and Auditing Choose the report you want to see from the Select Report drop down Select Report Approved Users never logged in to CA Audio Conferencing and Messaging Utilization Consult Accelerator Adoption Data Dictionary Increase in Collaboration Meetinglracker New Entries Per Month NumberOfPatientsPerHourPerDay PatientEnrollment PatientSatisfaction PatientThroughput Physician Productivity PhysicianSatisfaction Providers Registered Yesterday site Revenue Site Statistics Summary of Consultations by Initiator Summary of Telehealth Sessions by Initiator TelehealthSessionTracker Below is an example of the Site St
6. Wound Care E Clinic A Clinic B E Clinic Test HL Clinic User Groups Outlined below is a summary of some of the possible User Groups e Stoff By default all users who are not patients are part of the Staff User Group This user group allows view access of the calendars and will place these users in the list of those available for Telehealth visits and for the Send Message functionality e Referrers This group gives access to create patient accounts fill out medical history submit referral cases view provider documentation and add addendums They can view all of the available queues e Specialists This group gives access to view patient accounts fill out medical history view referral cases create provider documentation and add addendums They can view all of the available queues e Front Desk This group gives access to create patient accounts fill out medical history create referral cases view provider documentation and view addendums They can view all of the queues This group is primarily used for Patient Registration Patient Scheduling and beginning a new Telehealth Visit to room a Patient e Site Administrators This group has the most privileges of all the groups Among some of their unique abilities they can edit create calendars manage the editable content blocks view reports edit create copay information manage group access and manage ePrescribe
7. click the Start Collaboration button Start Collaboration The Invite Attendees window will pop up and you invite attendees in the same manner as you would from the meeting module on the dashboard page When you ve selected attendees click the Call button to start the call To view a log of all your calls click on the My Collaborations tab of the meeting module Then click on the View Previous Consults button to view your calls 4 View Previous Consults You can see calls you initiated as well as calls others invited you to The initiator is listed under Host and the other attendees under Invitees Click the down arrows next to Invitees to see the list of attendees for each call January 29 2013 Page 32 Previous Consultations Host Start Date Time Topic Amber Clinic A Doc 1 9 24 2012 9 34 05 AM test111 Paul BH Spec 2 Paul BH Spec 2 paddutest222 yahoo com Nancy Neph Spec 1 5 25 2012 10 54 40 PM Nancy Neph Spec 1 5 25 2012 10 53 45 PM January 29 2013 Page 33 Sending a Message Another means of communication within the application is the send message functionality To send a message from the meeting module you would select recipients using one of the methods explained above for inviting attendees to a call or collaboration and then click on the Send button Start Collaboration H My Collaborations Did you get disconnected Reconnect Now Are you finished with your session End Consultation T
8. a new case or edit the demographic information January 29 2013 Page 11 Referrer Add a New Case To add a new case click on the Add Case button Select the Service Line you want to refer to and if it applies the Requesting Location If the call back number for the requesting location has been set up by an administrator it will fill in automatically when the location is selected You can always manually add or edit the Call Back Number Finally if this is a high priority case check the High Priority box Checking high priority for a case will mark it with a star and cause it to stay at the top of the queues When you are done filling out the information click on the Save and Continue button Case Select the service line Neurology Ww Requesting location Select v Call Back Number High Priority L Yes Attachments Upload any documents or images for the provider Select ud Save and Continue The following page will contain questions specific to the service line you have chosen Below is an example of a Quick Consult form January 29 2013 Page 12 Case Indication Relevant History Attachments Upload any documents or images for the provider Select Save and Continue You can also upload relevant documents to this page using the file upload function Click on the Select button under attachments to browse to and attach files Select the file you wish to attach and click Open
9. have all privileges Click Submit to complete January 29 2013 Page 57 Configuring Service Lines Emerge MD staff only User Group Hover over the Provisioning button and select User Groups Bp Provisioning Users Click the Add Group Button Add Group Enter the correct name for the Service Line Check the Public and Service Line check boxes You can optionally set a copay amount provider template and the number of minutes before call priority escalation that are specific to this service line January 29 2013 Page 58 Group Name Description Icon Url Image Url Upload Image Display Order Fax Number General Consult fimages 32 group link png Public lf checked the group will be visible for site administrators to add and remove users EndlUser Registration Default Sets whether end users patients are automatically added to this usergroup when created registered Staff Registration Default Sets whether Staff is automatically added to this usergroup on registration on the site C Open Group Allow end users patients to join group without owner approval Open Group For Staff Allow staff to join group without owner approval Service Line Check to enable this as a service line Please also enter the specialty in the customattributes field below Provider Note Template Minutes Before Escalation 5 ls Care Team Defines patient provider affiliation Ente
10. saved to the database Do you want to reload these on the page Reviewing the Audit History You can see a full history of edits made to a patient s account from the case summary page In the top right corner of each summary box is the information for the last edit made Click on the text to see a full history Case Information Emerge MD Support on 1 72 7013 2 43 00 AM Created By Allison Clinic A Nurse 1 on Jan 9 2013 11 41AM AZ Edited By Allison Clinic Nurse 1 on Jan 9 2013 11 42AM AZ Edited By Emerge MD Support on Jan 22 2013 2 43AM AZ Assgined To Emerge MD Support on Jan 21 2013 4 27AM AZ January 29 2013 Page 25 Starting a Collaboration The first step to starting a collaboration is to invite attendees There are four ways to invite attendees Selecting Attendees from List Click on the small blue triangle to view the drop down list showing all available attendees These are attendees that are registered in your Consult Accelerator site Scroll through the list to select the desired attendee s The names appear alphabetically by first name Start Collaboration My Collaborations Type people phone numbers or emails Gei Select Call Calendar EN Message E A room is now available Send S Call an Video Share Searching for Attendees by Name Begin by typing an attendee s name In this example the first three letters of Gail were typed Gai Matches to the typed letters will appear in a dr
11. the patient s Quick Registration demographic information and click Save amp Exit Required questions are marked by an asterisk and highlighted in yellow 5 If desired you may click on the Continue to Patient Contact Information button to fill in contact information for the patient When this page is completed click on the Save Demographics button to save the information 6 When demographics are complete you will be taken to the Patient View From here you can create a new case or edit the demographic information Referrer Add a Case 7 Toaddanew case click on the Add Case button 8 Select the Service Line you want to refer to and then click on the Save and Continue button 9 Answer the questions specific to the service line you chose including uploading any attachments and then click the Save and Continue button this will submit your case 10 From the case summary page you can click on the Edit Case button if you need to go back and make any changes 11 From the summary page you can also assign the case to yourself or someone else using the Assign and Assign to Me buttons 12 If you start the referral case but don t finish it the patient will show up in the Cases Started queue so you can return easily to the case 13 Once you submit the case the patient will show up in the Cases Waiting queue and a notification will be sent to the appropriate specialist that a case has been submitted However if you assigned the case to some
12. to attach it The attached file shows up under Attachments H WW tr WorkSnagis Organize v New folder d Dropbox O mi Recent Places 7 d Libraries prasreuer d Documents Music C4C_Manual 11 28 2011 AddProviderDoc BuildDetailed1 11 59 57 AM Pictures Podcasts d Videos e Homegroup BuildDetailed2 c4c_search FreeText indiorder 8 Comnuter O B File name AddProviderDoc v If you are using Firefox Chrome or IE 10 or better you can also drag and drop files to attach them Simply drag the file you want to attach to the area under the Attachments header You will see a box appear that says Drop files here Drop your file and it will show up under Attachments Attachments Unload DV DOC Len ants or imanes for the provide 7 gt gt Move January 29 2013 Page 13 Drop files here You can click the Remove button if you decide you do not wish to attach this file You can click the Edit button to give the file a better name and you can also add a description of the file in the Description box To edit the file click on the Edit button change the name and then click Save Attachments Upload any documents or images for the provider scanl4 jpg ear Xremave Description doc34 1txt Brae xpemove Description Select File Name Olivia Brown Ultrasound jpg Attachments Upload any documents or images for the provider amp
13. Amber Clinic A Doc 1 Declined You can also invite more attendees by selecting people in the same manner as the initial invite and then clicking on the Add Attendees button Test Specialist Neurosurgery Select Call Calendar Message A room is now available Send ki Add Attendees js W Video Share Finally you can reconnect to your session if necessary using the Reconnect Now button and end your session using the End Consultation button Did you get disconnected Reconnect Now Are you finished with your session End Consultation You can also reconnect and end your session from the green bar at the bottom of the application or click the End Meeting button in the bottom right hand side of the meeting window If you get disconnected from your consultation click here to reconnect End Consultation End Meeting To begin an audio video session from the case summary page or from inside the physician documentation form click the Collaborate or Start Collaboration button w Collaborate Start Collaboration January 29 2013 Page 28 The Invite Attendees window will pop up and you invite attendees in the same manner as you would from the meeting module on the dashboard page When you ve selected attendees click the Video Share button to start the session If the logged in user does not have a license to begin video consults the Video Share button will be grayed out and unusable They will stil
14. Assign buttons Echolls Logan ID 27011 Male 5 12 1965 26 Years details Case Requested 01 09 2014 Dr Smith Quick Consult Headache g Dashboard amp Patient Overview amp Collaborate A Edit Case Add Followup Notes Assign d Assign to Me No one is currently scheduled for this service line You may want to assign to a specific person We have notified the appropriate parties of this case Service Line Dr Smith Quick Consult Case Information Allison Nurse on 1 9 2014 12 00 45 PM Indication Headache A provider has not yet signed this document Clicking the Assign button will bring up the Assign window Choose someone from the User list or by Call Calendar and then click on Assign Fnier assignee here Select Call Calendar To assign a case to yourself click on the Assign to Me button Once you have assigned the case to someone the information will show up on the case summary page January 29 2013 Page 15 f Collaborate L Edit Case ET Add Provider Notes OG Verify amp Complete Add Followup Notes f Assign Assign to Me Service Line Dr Smith Quick Consult Case Information Emerge MD Support on 1 9 2014 11 46 43 AM Indication Depression A provider has not yet signed this document The name of the assignee will also show up in the queues If you start the case but don t finish it the patient will show up in the Cases Started queue so you can return easily to the ca
15. Consult Accelerator 4 5 Intended for the End User emerge mD January 29 2013 Page 1 Contents La del 0 01 og e E 4 Consult Accelerator Application Worktflow 4 REESEN 4 NES gg ER E 4 Specialist Provider Notes ccccsssccsssssrescousseccenssscneusesessousvectonssscneusesestousssencussseneusssessoussseneusssensuusrense 4 Specialist Referrer Followup eg 5 VPN 6 Se Te oe ING COMIN E 7 Vo Ta es 5 so EE 8 Se SS ONES EEE EE EE EEE EE EE EE 9 TMU 10 Referrer Add a New Case 12 eg GRE EE PN 15 Hel OS EE EE EE ENE teers A 16 Submit a QUICK Consul CaSe iseer aaRS 17 Specialist Provider NOLES REE ETE 19 Specialist Referrer Followup NOTES EE 23 UT FONTEN EE EE A 25 Reviewing he Audit AIS CON EE 25 MENN 26 Selecting Mendes 26 Searching for Attendees by Name rrrrnnnnnnrnnnnnnrnnnnnnnrnnnnnerennnnnrrnrnnnsvnnnnnnennnnnesennnnssvnnnnnesennnnssennnusseeennn 26 Entering Email Addresses and or SMSNumbers 26 Provider Call CH ue E EE 27 EVNEN 27 PEN 30 Se 34 VIEW ANONYM EIE bol lt EEE EEE EE EE 35 Provider Availability Scheduler rrrrrrnrnnrrrnnnnnrrnnnnnrrnnnnnnrrnrnnnernnnnnernnnnnnsnnrnunsvnnnnnennnnnnssnnnnnnsnnnnnnssnnnnnesnnnnnene 36 Be NNN 38 CAPTION EE 43 January 29 2013 Page 2 Call nd Auto close EE 44 Felle PICTON Ce EEE EEE EE 45 Site Administrator Manage Calendars wiscccvsvesscncescondvdasssanicussavecosssaneodevanadoaeveeasesuevaveesaeusceodeeaoedarsesouvens 47 Site Adm
16. Urgent Care Specialists Wound Care The Time Zone drop down will give you a list of all available time zones for North America The name of the time zone and the UTC offset is listed in the drop down The current date and time of that zone is displayed on the right Time Zone Atlantic Time UTC 03 00 The Day Week Month views are toggled by clicking on them The Week view is displayed by default Week View gt today v 2 19 2012 2 25 2012 Day Week Month Sun 19 Mon 20 Tue 21 Wed 22 Thu 23 Fri 24 all day 00 00 01 00 Day View gt today v Friday February 24 2012 all day 00 00 Month View January 29 2013 Page 37 gt today v Feb 2012 Day Week Month Sun Mon 29 30 Create a new On Call Availability Locate the date and time that you wish to add availability In the example below the date Fri 24 at 16 00 was selected gt today v 2 19 2012 2 25 2012 Day Week Month Sun 19 Mon 20 Tue 21 Wed 22 Thu 23 m Sat 25 all day Right Click to open the Availability Editor After right clicking choose Add Availability from the menu Add Availability Add Recurring Availability Go to today Show 24 hours From the Availability Editor you should first select the name of the individual you want to schedule an availability for You can select from the drop list or start typing a name to use the auto complete function
17. When typing in a name start with the user s last name If you don t see the name of the person you wish to schedule you may need to change the calendar first to the appropriate service line January 29 2013 Page 38 The name drop down filters based on membership in the service line group associated with each calendar Add Availability Name Spee Select Start time Calendar alex mathew BH Spec 1 Patty Call Priority BH Spec 2 Paul Recurrence bhspec001 akbhepec Contact pret Clinic A amp amp B Doc 1 Abigail jellyjohny jellyjohny Call and Poirier Jean Use defay Specialist Test test fakir test harish Test QADoctor Save testddd kumar test999 kumar Next you can select a calendar and then edit the Start and End Times Add Availability Name Emerge Admin Start time 2 24 2012 400PM End time 2 24 2012 500PM OAI day Calendar ial General Surgery Ke Call Priority Calli x E Recurrence Choose Calendar Edit Dates and Times Contact preferences Use default on call preferences Save Cancel The Calendar was changed to Intensive Critical Care and the End time was changed to 6 00 PM Click the Save button when you are finished January 29 2013 Page 39 Add Availability Name Emerge Admin Se Start time 2 24 2012 400PM Endtime 2 24 2012 600PM JAI day Calendar Inten
18. alendars Service Lines or Specialties such as Nephrology or Behavioral Health have corresponding On Call Calendars When new service lines are created new calendars must be created to go with them Please note that creation of a service line must be completed by Emerge MD before you can take any of the following steps To create a new service line calendar click the Provider Availability button from the Dashboard Fre Provider ESYA Availability Click the Manage Calendars button and choose the Add New Calendar button Pa Manage Calendars GH Add New Calendar Name the calendar with the same name as the service line Select a Color for the new service line Give the calendar a description if you wish Choose Availability as the Type and choose the Service Line from the list Check the Show Priority check box Edit Calendar Va B i f d f e Ki Name General Consult Color L Description On Call Calendar for General Consult Specialists Type Availability ei Service Line General Consult ei TimeZone Arizona Time Show Priority W If you are setting up an Appointment calendar the Service Line dropdown will change to an Exam Room dropdown Type Appointment pr Exam Room January 29 2013 Page 47 Next you need to define user permissions for the calendar Under Access Controls select the groups that will be associated with the calendar from the drop down list and click the Add G
19. atistics report Staff User Everyone Site Statistics Everyone Report Purpose To show application utility Intended Audience Staff administrators Form Total Entries Total Entries Total Entries Total Edits Last Total Edits Last Total Edits Last 7 Days Last 30 Days T Days 30 Days 3 30 30 4 33 33 PatientAccount History 2 9 d 3 12 12 Intake 5 49 49 6 55 Dh PhysicianConsult 5 af af 6 40 40 InsurancelnformationList 0 2 2 0 3 3 PhysicianAddendum 1 5 1 5 NIHStrokeScale 0 0 0 0 0 0 Total 16 132 132 20 176 176 January 29 2013 Page 54 Some reports have parameters that can be edited to alter the view of the report For example Site Statistics has a Staff User parameter that can be set so the report shows everyone s statistics or a particular user s statistics Everyone e lt Select a Value gt a anursel anurse2 adocl adoc bnursel bnurse bdocl bdoc admini admin2 bhspeci bhspec nephspecl nephspec gcspecl gcspec2 dmarks poirier l Site St Report Purpo ryone tility Intended Audi JatientAccoun When you select new parameters you must click the View Report button to refresh the report with the new settings Staff User anurse e View Report Sometimes a report will require you to enter parameters before you can run it but most reports run automatically using a default set of parameters You can export a report in diff
20. ck on the Create Patient button at the top of the page Create Patient You will be taken to the Quick Registration section of the Demographics form Here you will fill in a series of fields that identify the patient When you are finished entering data you can either click the Continue to Patient Contact Information button at the bottom of the first page to continue to the Contact Information section or you can click Save amp Exit to exit the Demographics form When you are done filling in the second page click the Save Demographics button at the bottom of the page to save the data All questions marked with an asterisk are required and must be answered in order to complete the form Quick Registration First Name Middle Name Last Name z Sex Date of Birth MM DD YYYY O Male 9 Female External MRN Source Facility Race Ethnicity E American Indian or Alaskan Native C Asian E Black or African American E Hispanic Native Hawaiian or Pacific Islander White m Continue to Patient Contact Information Save amp Exit January 29 2013 Page 10 Lupo Joe ID 23761 Female 5 12 1985 28 Years details Patient Contact Information Address 1 Address 2 City State Zip Code Email Address Cell Phone Home Phone Work Phone Emergency Contact Name Emergency Contact Phone LJ ee Notes ES Save Demographics When demographics are complete you will be taken to the Patient View From here you can create
21. ected Reconnect Now Are you finished with your session End Consultation Type people phone numbers or emails Select Call Calendar Message A room is now available L send 8 Add Attendees E Call G Add Video Share You can turn your phone call into a video session by clicking on the Add Video Share button L Send amp Add Attendees Call G Add Video Share This will start a meeting session on your computer and send out an invite to the attendees on the call When an attendee clicks to join the session they will be given the option of being called or skipping to the session Clicking Skip and join collaboration session now will join them to the meeting January 29 2013 Page 31 Where can we call you Cell Phone 480 329 6949 480 329 6949 Call Me Skip and join collaboration session now Finally you can reconnect to your session if necessary using the Reconnect Now button and end your session using the End Consultation button When you end the meeting it will end the phone call as well Did you get disconnected Reconnect Now Are you finished with your session End Consultation You can also reconnect and end your session from the green bar at the bottom of the application If you get disconnected from your consultation click here to reconnect End Consultation To begin a phone call from inside the physician documentation form or from the case summary page
22. endee s name email address or phone number You can enter information for the attendees in the Message box Once you have created your list of attendees you can send a message start a phone call or start a collaboration session Starting a Video Session There are three places in the application where you can start an audio video session The meeting module on the main dashboard page from inside the physician documentation form and from the Case Summary page To begin an audio video session from the meeting module you would invite attendees using one of the methods explained above and click on the Video Share button The meeting will begin and notifications will be sent to the attendees The meeting module will also switch to displaying the status of the consultation You can see the status of the invited attendees The status is Pending if the attendee has not responded at all it will switch to Snoozed if the attendee chose to put the session on hold and join later Joined if they chose to join the session and Declined if they were not available to join the session January 29 2013 Page 27 Your consultation is now in progress Message Current Invited Attendees Test Doctor Pending Did you get disconnected Reconnect Now Are you finished with your session End Consultation Current Invited Attendees Current Invited Attendees Current Invited Attendees Amber Clinic A Doc 1 Snoozed 2 Minute s ago Amber Clinic A Doc 1 Joined
23. er s Notes Emerge MD Support on 5 34 2043 2 72 50 PM Assessment assessment here Plan plan here Recommendations Consult Provided Case signed by Emerge MD Support on 05 31 2013 i Download CCD Download PDF PDF For a quicker turn around if you have nothing to provide on the provider notes form you can sign and complete the case using the Verify and Complete button located on the case summary page Case Requested 05 31 2013 Neurology Aneurysm d g Dashboard Patient Overview el Collaborate me Video Call Edit Case ET Add Provider Notes Es Verify amp Complete g Add Followup Notes r Assign rs Assign to Me Service Line Neurology Emerge MD Support on 31 2013 8 26 57 AM Case Information Indication Aneurysm You will be asked to verify your intent to sign off on the case and mark it as completed Click OK to continue Once you ve signed off on the case you will not be able to edit the provider notes form You can however still add notes to the case using the Add Followup Notes button Page 21 January 29 2013 og The page at https qa consult emerge Currently signed in as Beverly Clinic B Doc 1 I have personally reviewed this case and all attached documents and all tasks have been completed If you begin the provider documentation but do not finish the case will appear in the Assigned Cases queue Assigned Cases CH Patient Minutes Waiting Referrer Assignee Service Line Sm
24. erator Alert Message if you have users that belong to the moderators user group they will receive a message when a Case is submitted a This message will be sent immediately upon completion of a case This message is sent only once 4 Case Assigned Message when a Case is assigned to someone that person will receive a message telling them a case has been assigned to them This message will be sent immediately upon assignment of a case This message is sent only once January 29 2013 Page 63 Logging Out To log out of the application click on the Sign Out button located in the top right corner of every page underneath your username Emerge MD Support G i Sign Out January 29 2013 Page 64
25. erent formats by selecting the format from the Select a format drop down and clicking the Export button IK d L ofl P Fl Select a format Select a format XML file with report data CSV comma delimited TIFF file Acrobat PDF file pr Web archive Excel Export Format veryor ation utility January 29 2013 Page 55 Configuring Endpoints Emerge MD staff only Exam Rooms Hover over the Provisioning button and select Exam Rooms 3 Provisioning Users User Groups Click the Add New Room button H Add New Room Choose the appropriate Room Type followed by a concise Friendly Name and Description These will be used to link the Exam Room to the proper Calendar in the next step Click Submit when complete Allow Staff access to the room January 29 2013 Page 56 Room Information Room type Physical Location Friendly Name Description Fax Number Phone Number Access Controls Groups Select a group Add Group Availability of this Exam Room not restricted to specific groups Calendar To create the corresponding calendar click the Provider Availability button from the Dashboard FR Provider Manage Calendars Click the button and choose the Add New Calendar button ES Add New Calendar Name the calendar the same as the Exam Room Choose Appointment as the Type The Exam Room will be the same as the Description from the Exam Room above Allow Staff to
26. eset button January 29 2013 Page 8 Search Results If you have entered enough information for the database to identify the patient account then you will be taken directly to the Patient View for that patient If the database holds patients who have similar values for the same fields then the application will navigate to a Search Results page to display the patient accounts that match the search Below is an example of the Search Results page In the Details column on the far left next to each account you will see an edit button By clicking the edit button the application will take you to the Patient View for that patient You can do an advanced search by clicking on the Refine Search button and to return to the Dashboard page click on the Back to Home button Search Results Details External MRN Patient ID First Name Last Name Date of Birth Sex EI 1232548 2256 Harry Pierce 12 05 1965 Male E2 oo 2257 Sean Poirier 05 12 1995 Male Q Refine Search g Back To Home Below is one example of a Patient View Thompson Luke ID 2068 Male 2 3 1970 43 Years details Edit Start Start Ag Dashboard JA Demographics an Collaboration O Video Add Case Case Requested 10 30 2013 Behavioral Health Depression Edit Add Followup Notes 4 Case Cancelled 08 02 2012 Behavioral Health 4 Add Followup Notes Notes Save Note January 29 2013 Page 9 Referrer Account Creation From the Dashboard cli
27. est Specialist Neurosurgery Select Call Calendar Pa Message put your message here If you wish to remove a recipient from the list click the yellow x next to the recipient s name email address or phone number Once you have selected your recipient s type your message in the Message box and click on the Send button You will receive verification that the message was sent successfully Please note the recipient will not be able to reply directly to this message start Collaboration My Collaborations H v Select Call Calendar v Message j A room is now available 2 Send Call W Video Share January 29 2013 Page 34 View Anonymized Cases To view cases anonymously click on the Anonymized Cases button at the top of the page Anonymized Cases This will display the queues on the dashboard page by the patient s User ID rather than by the patient s name Cases Waiting Anonymized UserID Age Sex Referrer Assignee Service Line 23234 70 Female Emerge MD Support Telepharmacy w 22801 a Nephrology Cases Under Review Anonymized UserID Age Sex Referrer Assignee Service Line 23027 30 Male Emerge MD Support Emerge MD Support Behavioral Health North Dakota w 22792 0 Male Emerge MD Support Emerge MD Support Behavioral Health North Dakota w 23031 0 Female Emerge MD Support Emerge MD Support Nephrology 23004 49 Female Betty Clinic B Nurse 1 Ned Neph Spec 2 Nephrology Cases Co
28. etails Case Requested 12 31 2012 Nephrology Belle Add Provider Documentation Add Additional Notes alten LITO Start Collaboration Start Telepresence Case Information Fax Received 4508041888 on 12 31 2012 4 51 00 PM Requesting location 4606541506 Call Back Number Submitting a Quick Consult Case If you don t have the time to create a patient account before starting a case you can start a Quick Consult Case Click on the Quick Consult button at the top of the dashboard page to start the case Pu Consult You will be taken to the select a service line page just like when you add a case to a patient s account The case will be submitted with no patient details It will have only a unique ID number It will appear in the queues as Quick Case followed by the ID number of the case Cases Started Patient Referrer Assignee Service Line Quick Case ID 23469 Emerge MD Support Neurology You can add patient information to the Quick Case later by clicking on the details link at the top of the case summary Quick Case ID 25767 gt Clicking details will take you to the demographics summary page Click on the Edit Demographics button to add patient information La Edit Demographics January 29 2013 Page 17 Quick Registration First Name zx Middle Name Last Name 1 ee Sex Date of Birth MM DDIYYYY Male Female External MRN Source Facility Race Ethnicity American Indian or Alaskan Na
29. ff on the provider notes the case will then appear in the Cases Completed queue Specialist Referrer Followup Notes 22 Once a provider has signed a case and it is closed you can still add notes to the case using the followup notes form Click on the Add Followup Notes button to append notes to a case 23 Add your notes check the box to sign and then click on the Complete button at the bottom of the page to save the information January 29 2013 Page 5 Log In Open the application and log in by entering your Username and Password and clicking on the Login button Login name Password Lost Password Fetrieve It If you have forgotten your login info click on the Retrieve It link This will take you to the Look Up Your Login Information page where you can enter your email address to be sent information on accessing your account Look Up Your Login Information If you have forgotten your login information andor would will be happy to help you login jsrnith test com Submit Clicking on the link in the email sent to you will take you to the Change Password page From here enter and confirm your new password and click Submit You will be taken into your account and will use this new password to log into your account going forward Change Password Please enter your new password below In order to ensure your privacy your password should be at least 8 characters long and contain both numbers and letters Login I
30. igning Patient Intake Emerge MD Support on 5 34 2043 2 20 00 PM Requesting location Referring Facility A Referring Facility A Call Back Number 555 555 5555 Indication Headache Attachments todo txt Provider Documentation Emerge MD Support on 5 34 2043 2 74 00 PM Assessment assessment here Plan plan here Recommendations Consult Provided Check the box below fo electronically sign that you have reviewed and approve the Provider Documentation IF you want to edit any of the above responses before you approve click the link below fo go back You are currently signed in as Emerge MD Support Update Provider Documentation 2 Provider Signature L have reviewed and approve the Provider Documentation A Sign and Complete Once you have checked the box to sign click on the Sign and Complete button to submit After submitting a final summary of the case will appear that you can download as a CCD or PDF using the Download CCD or Download PDF buttons January 29 2013 Page 20 Case Completed 05 31 2013 Dr Smith Quick Consult Headache g Dashboard Patient Overview el Collaborate we Video Call 5 View Provider Notes L Add Followup Notes md Assign Assigned to Emerge MD Support Service Line Dr Smith Quick Consult Emerge MD Support on 31 2013 222450 PM Case Information Call Back Number 555 555 5555 Requesting location Referring Facility A Referring Facility A Indication Headache Attachments todo txt Provid
31. ime UTC 04 00 5 31 2013 5 52 43 PM hola May 2013 gt nm A today v 5 26 2013 6 1 2013 Day Week Month Su Mo Tu We Th Fr Sa Sun 26 Mon 27 Tue 28 Wed 29 Thu 30 Fri 31 Sat 1 5 6 f 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 00 00 a 26 27 28 29 30 31 01 00 Calendars n Select all Deselect all 02 00 7 Behavioral Health JE q 471 General Consult 03 00 H L Moderators On Call C Neurology E QuickServiceCal C 04 00 Telepharmacy E Test Adult Cardiac S W 05 00 E Manage Calendars 06 00 07 00 The small calendar in the upper left corner will allow you to quickly and easily navigate through the days weeks and months to get to your desired date 44 4 September 2012 H Su Mo Tu We Th Fr Sa 26 27 28 29 30 31i 1 2 3 4 A 6 T 5 10 11 12 13 14 15 16 17 18 19 20 H 22 23 24 25 25 Pf 28 29 30 i 7 3 E 5 The Calendars list will show you all of the calendars that are available for you to view You can control which ones you would like to view by checking the corresponding check boxes These add layers to your calendar Having all boxes checked will show all Providers and all Service Lines on your main calendar January 29 2013 Page 36 _ Calendars Select all Deselect all Specialist Hospital B Specialists Behavior Specialists Dermatology Specialists General Specialists Stroke Care Specialists
32. inistrator One Pass Communities rrnrnnrrnnnrnrnnrnnnnnnrnnnnnnnnrsnnsnnnnnrsnnsnnnnnnennsnnnnnssnnsnnnnsssnnsnnnnssennsnnne 49 Site Administrator Editing your Contact Information 49 Site Administrator User Provisioning ccccssessssrescssrcccesvevsvscscusrencustencestevacasscavscncusrencustencessenavssscasrenses 49 Ver vr 52 NE ES eege 53 NNN 53 PO KI E SE Site ACIMIMISEPATONS egen heess g eegent ege eee deed ge RE SE SAG AA cid ge 19 Get 00 EEE a eee ener een eer 54 Configuring Endpoints Emerge MD staff only 56 EN 01 6 ET 56 EE e EE 57 Configuring Service Lines Emerge MD staff on 58 RT NN 58 RECH e E LE 60 MEN 63 LOC ME OG EEE EEE EE NE 64 January 29 2013 Page 3 Introduction This user manual will provide you with basic information on how to use the Consult Accelerator application It discusses the intended workflow how to log in to the application enter data make changes to data and search for completed cases Questions about specific issues not covered in this manual can be directed to Emerge MD at support emergemd com Consult Accelerator Application Workflow The following is an outline of the workflow for the Consult Accelerator application Referrer Account Creation 1 Open your internet browser and go to the Consult Accelerator website provided by your administrator 2 Log into the application 3 Click on the Create Patient button at the top of the dashboard Fill in
33. ith Lisa 51 F ID 4599 ak doc ak bhspec1 Behavioral Health North Dakota v r When you sign off on the case the case will then appear in the Cases Completed queue Cases Completed Date Signed Referrer Assignee Service Line Brown Olivia 27 F ID 23233 01 24 2013 Emerge MD Support Emerge MD Support Behavioral Health North Dakota January 29 2013 Page 22 Specialist Referrer Followup Notes Once a doctor has signed a case and it is closed you can still add notes to the case using the followup notes form Click on the Add Followup Notes button from the case summary page to append notes to a case Add your notes and check the box to sign off on them and then click on the Complete button at the bottom of the page to save the information r Collaborate ZE Video Call View Provider Notes Add Followup Notes Assign Assigned to Emerge MD Support Service Line Dr Smith Quick Consult Case Information Emerge MD Support on 5 34 2043 2 72 50 PM Requesting location Referring Facility A Referring Facility A Call Back Number 555 555 5555 Indication Headache Attachments todo txt Provider s Notes Emerge MD Support on 5 34 2043 2 72 50 PM Assessment assessment here Plan plan here Recommendations Consult Provided Case signed by Emerge MD Support on 05 31 2013 Followup Notes Notes Attachments Attach any relevant documents or images Select Currently signed in as Emerge MD Support Signature C
34. l be able to send messages and start voice calls To view a log of all your consultations click on the My Collaborations tab of the meeting module Then click on the View Previous Consults button to view your consultations Start Collaboration Mu Collaborations You can see consults you initiated as well as consults others invited you to The initiator is listed under Host and the other attendees under Invitees Click the down arrows next to Invitees to see the list of attendees for each session Previous Consultations Host Start Date Time Topic Amber Clinic A Doc 1 9 24 2012 9 34 05 AM test111 G Paul BH Spec 2 Paul BH Spec 2 paddutest22 yahoo com Nancy Neph Spec 1 5 25 2012 10 54 40 PM Nancy Neph Spec 1 5 25 2012 10 53 45 PM ah January 29 2013 Page 29 Starting a Phone Call There are three places in the application where you can start a phone call The meeting module on the main dashboard page from inside the physician documentation form and from the Case Summary page To begin a phone call from the meeting module you would invite attendees using one of the methods explained above and click on the Call button A pop up window will appear asking for a phone number to call you at You can select from the list of numbers you have associated with your account or you can enter anew number Once you have entered your number click on the Start Cal button to start the call The system will call you and when you ha
35. mpleted Anonymized e UserID Age Sex Date Signed Referrer Assignee Service Line 23029 30 Male 01 24 2013 Emerge MD Support Emerge MD Support Behavioral Health North Dakota 23233 27 Female 01 24 2013 Emerge MD Support Emerge MD Support Behavioral Health North Dakota 23007 18 Male 01 15 2013 Emerge MD Support Nancy Neph Spec 1 Nephrology When you click on a patient in the queue you will be taken to a summary of the patient s case that is also anonymized Case Requested 05 21 2013 Dr Smith Quick Consult test Anonym ized View Gi Anonymous Dashboard el Collaborate me Video Call Edit Case A Add Provider Notes Ka Verify amp Complete g Add Followup Notes r Assign es Assign to Me Service Line Dr Smith Quick Consult Case Information Mary Doctori on 5 27 2043 7 15 74 AM Call Back Number 959 596 9695 Indication test gs Anonymous Dashboard To return to the anonymized dashboard click on the button January 29 2013 Page 35 Provider Availability Scheduler The Provider Availability Scheduler is a management tool for Providers of Service Lines to maintain their On Call times A Provider who is scheduled On Call will receive email SMS pager alerts for various events such as the submission of a referral case Begin by clicking the Provider Availability button from the top of the page FT Provider RY availability You will be brought to the Provider Availability page Dashboard SF Add Availability Time Zone Eastern T
36. nformation Username lbarker Password Confirm Password January 29 2013 Page 6 Search for an Account You can search for an account by entering the patient s Medical Record Number ID First Name Last Name Date of Birth or Sex into the textboxes in the Patient Search section of the Dashboard page You may also just select the Search button without entering any information to return all patients Patient Search Advanced External MRN Patient ID First Name Last Name Date of Birth Sex January 29 2013 Page 7 Advanced Search Clicking on the Advanced button in the Patient Search section of the Dashboard page will display drop down menus containing filter settings for each search field You can change these settings to broaden or refine a search field Patient Search d d CD External MRN Contains e Patient ID Equal To First Name Contains E Last Name Contains e Date of Birth On e Sex Equal To You can refine your search by using the drop down menus to change the search filters If you select the filter Contains for the Last Name field and then enter ier into the corresponding field box all last names containing ier will be displayed on the search results page To return to the simple search click the Simple button To clear all information entered into the textboxes click on the R
37. nity to Manage dropdown Manage Community Review Pending Members Invite People By Email Select Community to Manage OnePlace Provider Community Dev OnePlace Dev First Name Last Name Email Username Clear Search Create New User and Add to Community To create a new user and add them to a community enter their information and click on Create New User and Add to Community button First Name Last Name Email Username Archer Cross across emergemd net across Search Clear Search Create New User and Add to Community This will take you to the demographics page where you can finish filling in the user information You can also create a password for the user or reset an existing user s password from here by clicking on the Reset Password button January 29 2013 Page 49 Demographics First Name Last Name Middle Initial EE Reset Password Archer Cross Suffix Select Bal Credentials E AT E MD C Attending L Medical Records Clerk E BA Medical Services Coordinator E BH C Medical Staff Liaison I E BHT C Medical Staff Liaison II E BSN E MS E ops E MSN E DMD E MSW E DO E NA F HUC E NP El LPN E OM E MA EPA E Other PharmD PhD E Psychiatric Nurse L Psychiatric Nurse II E or E PsyD E R Ph E Resident E PT E RN E N A Enter in a password for the user and click Change Password 4 Hide Password Panel Please enter a new
38. one it will appear in the Assigned Cases queue instead Specialist Provider Notes 14 When a case has been submitted to you the case will appear in the Cases Waiting queue Click on the case you wish to review and then click the Add Provider Notes button to review and comment on the case January 29 2013 Page 4 15 Asummary of the case appears at the top of the page for you to review If you need to consult with the referring doctor you can do so from this page using the Collaboration button provided The collaboration can be audio only or audio video When you are done on this page click on the Continue to the Review and Signature Page button to continue 16 If you change your mind about filling out the provider notes at this time you can click on the Return to summary button This will discard any information you have filled out on this page 17 The Review and Signature page contains all of the case information including the notes you made on the case If you need to alter your notes or recommendation you can click on the Update Provider Documentation link to go back and make edits 18 Once you have checked the box to sign click on the Sign and Complete button to submit 19 After submitting a final summary of the case will appear that you can download as a CCD or PDF using the Download CCD or PDF buttons 20 If you begin the provider notes but do not finish the case will appear in the Assigned Cases queue 21 When you sign o
39. op down list below the line You may continue typing to reduce your matches or scroll through the list to find the attendee Stopping at three letters returned two potential matches Start Collaboration k My Collaborations k gail Abigail Clinic A amp B Doc 1 Facility A Facility B Gail GC Spec 1 Entering Email Addresses and or SMS Numbers You can enter an email address or SMS number directly onto the line This is used for inviting attendees who are not registered in your Consult Accelerator site January 29 2013 Page 26 Provider Call Calendar You can select from the available providers who are currently on call by selecting a Call Calendar from the drop down list The Behavioral Health calendar is selected for this example Start Collaboration H My Collaborations Type people phone numbers or emails Behavioral Health Select Call Calendar Behavioral Health General Consult Moderators On Call Nephrology Telepharmacy A list of available providers who are on call for the selected calendar will appear below the Call Calendar drop down Select the provider by checking the check box next to their name When you click the check box the provider s name will appear in the Invite Attendees box Test Specialist Call 1 Neurosurgery Neurosurgery Ls Test Specialist Call 1 Neurosurgery If you wish to remove an attendee from the list click the yellow x next to an att
40. password below New Password Confirm Password Change Password You will receive confirmation of the password reset 4 Hide Password Panel New Password Confirm Password Change Password When you are done filling in the user s information click the Complete button at the bottom of the page to save the user and return to the Manage Community page January 29 2013 Page 50 You can search for a user to edit by entering their First Name Last Name Email and or Username into the search boxes and clicking Search You can quickly clear the search boxes by clicking the Clear Search button First Name Last Name Gad Email Jean Username You can add or remove users from the selected community by clicking on the Add or Remove button under Actions Manage Community Review Pending Members Invite People By Email Select Community to Manage OnePlace Provider Community Dev OnePlace Dev Zul First Name Last Name Email Username ES Name Email Phone Actions Edit Group Allison Nurse1 anurse1 anurse1 emergemd_net Remove Edit Attendants Staff Adam Clinic A Nurse 2 anurse2 testaknurse2 yahoo in 614 636 3743 c Add Edit Clicking the Edit button next to a user s name will take you to the demographics form where you can update their information or password Manage Community Review Pending Members Invite People By Email
41. r the Custom Attributes HTML like below Enter your Group Name where Group Name appears below lt CustomAttributes gt lt CustomAttribute id ParentGroupID gt lt CustomAttribute id Specialty value Group Name gt lt CustomAttributes gt January 29 2013 Page 59 Click the Submit button to complete Custom Attributes CustomAttribytes gt CustomaAttibute id ParentGroupID CustomaAttibute id Specialty value General Consult tr Custom aAttributes Terms Of Use Provide the following links to affiliate sites 50 users immediately request access to this group when entering site Link to Register Page hitps missionpointhealth oneplacemd com users registeraspx RequestGrouplb 1105 Link to Login Page https missionpointhealth oneplacemd com login aspx RequestGrouplD 1105 Calendar To create the corresponding calendar click the Provider Availability button from the Dashboard Ss Provider l Availability Manage Calendars Click the button and choose the Add New Calendar button fie Add New Calendar Name the calendar the same as the Service Line Choose Availability as the Type and choose the Service Line as defined previously Check the Show Priority check box Define the ACL as follows Staff View Schedules and Read Details Specialists Service Line View Schedules Read Details and Schedule for Self Front Desk and Site Administrators All privileges
42. roup button for each one After each group is added check the appropriate permissions for each group The following permissions should be selected for each group Specialists Service Line View Schedules Read Details and Schedule for Self Site Administrators All privileges Staff View Schedules and Read Details Click the Submit button to complete Access Controls Select a group 7 Add Group Group Name View schedules View schedules Read Details Schedule for self Schedule for others Remove Access General Consult Site Administrators F Remove Remove Submit Cancel January 29 2013 Page 48 Site Administrator One Pass Communities Site administrators can access their OnePass communities from within the application Click on the My OnePass Community button to be taken to your communities page in OnePass Wy OnePass Community Site Administrator Editing your Contact Information Site administrators can edit their contact information from within the application Click on the My Contact Information button to be taken to OnePass to edit your information K My Contact Information Site Administrator User Provisioning As the Site Administrator in Consult Accelerator you can create new users and edit existing users Click on the Manage Community button to be taken to the Manage Community page in OnePass es Manage Community First select the community you want to work with from the Select Commu
43. ry 29 2013 Page 43 To set the escalation time click on Provisioning and then User Groups and then click the Edit button next to the Service Line Group you wish to set Set the time in minutes in the box Minutes Before Escalation Ces Users Exam Rooms 1155 Cardiology Cardiology 45 L Minutes Before 20 Escalation nr Call and Auto close Cases Schedulers can mark providers on a call calendar with the option to auto call and close case This will prompt the referrer of a case to start a phone call with this user rather than wait for the provider to log in and reach out to them This is particularly useful for use cases where a 3 party call center can handle any escalations when a provider is unable to respond within a certain time Edit Availability ES Name Poirier Jean Start time 1 8 2014 e End time 1 8 2014 e All day Calendar Behavioral Health L Call Priority Call 1 Se Recurrence Contact preferences Call and Auto close cases Use default on call preferences Save Cancel January 29 2013 Page 44 Start Phone Call The person on call for this case would prefer to be called directly Please start the phone call and set the case to complete Call 3rd Party Call Center Where can we call you 555 555 5555 Call and Close case The case overview page also shows who has been notified of the waiting case and will count down the number of minutes un
44. se Cases Started CH Referrer Assignee Service Line Jones Sally 70 F ID 23234 Emerge MD Support oo Telepharmacy Once you submit the case the patient will show up in the Cases Waiting queue and a notification will be sent to the appropriate specialist that a case has been submitted Cases Waiting Minutes Waiting Referrer Assignee Service Line Brown Olivia 27 F ID 23233 d Emerge MD Support Adam Clinic A Nurse 2 Behavioral Health North Dakota vr If you assigned the case to someone the case will show up in the Assigned Cases queue Assigned Cases Minutes Waiting Referrer Assignee Service Line alexios francios 0 M ID 27004 14746 Emerge MD Support Emerge MD Support QuickService Sp Echolls Logan 28 M ID 27011 08 Emerge MD Support Test Provider Dr Smith Quick Consult Submitting a Case by Fax Each specialty service line can now optionally provide their referrers with a dedicated fax number used to submit cases Faxes sent to this number will become cases in Consult The application will attach the faxed documents as a PDF to the case The provider on call for the service line will receive a notification that a new case has been submitted The case can be reviewed added to and assigned like any other case Cases Waiting Si Minutes Waiting Referrer Assignee Service Line 4909041005 Fax Received ID 22501 54544 Nephrology January 29 2013 Page 16 4808841888 Fax Received ID 22801 d
45. sive Critical Care Call Priority Call 1 x Recurrence Contact preferences Use default on call preferences Save Cancel After the availability is saved you are taken back to the Availability Calendar You can now see the availability on this calendar gt today v 4 19 2012 2 25 2012 Day Week Month Sun 19 Mon 20 Tue 21 Wed 22 ma Sat 25 all day You can easily move the availability by clicking and dragging the availability to another time slot Below the availability was dragged from the 16 00 time slot to the 14 00 time slot Availabilities can quickly be edited by clicking the bar on the bottom and dragging down to extend or up to reduce the length of the availability January 29 2013 Page 40 The availability was extended by an hour Reduce availabilities in the same manner This availability was reduced to an hour To edit a scheduled availability right click the availability and select Edit January 29 2013 Page 41 This will open the availability selector Add Availability Es Name Emerge Admin x Start time 2 24 2012 4 00PM End time 2 24 2012 e 5 00PM e All day Calendar Trauma General Surgery x Call Priority Cat el Recurrence Contact preferences Use default on call preferences Save Cancel You can also add availability by clicking on the Add Availabili
46. t007 Service Line Dr Smith Quick Consult Case Information Emerge MD Support on 5 30 2013 5 39 22 PM Requesting location Referring Facility A Call Back Number 555 555 5555 Indication Headache Attachments todo txt On the provider notes page a summary of the case appears at the top for you to review If you need to consult with the referring doctor or with anyone else about this case you can do so from this page by clicking on the appropriate button If you want to return to the previous page you can click on the Return to summary button When you have reviewed the case fill in the necessary information and click the Continue to the Review and Signature Page button to continue Provider Notes Patient Intake Emerge MD Support on 5 30 2013 5 39 27 PM Requesting location Referring Facility A Call Back Number 555 555 5555 Indication Headache Attachments todo txt et Return to Start SUM Mary van Collaboration Assessment Plan Recommendations Attachments Attach any relevant documents or images Select px EE ME Select Continue to the Review and Signature Page January 29 2013 Page 19 The Review and Signature page contains all of the case information including the notes you made on the case If you need to alter your notes or recommendation you can click on the Update Provider Documentation link to go back and make edits Provider Notes Please review all of the information on this page before s
47. til the case is escalated to the next provider on call Quick Case ID 4743 details Case Requested 01 06 2014 Language Services Somali Collaborate Video Call Edit Visit amp Add Medical History VM Add Vitals Add Provider Notes DP Verify amp Complete 9 Assign to Me We have notified Matthew Albers Doctor call priority 1 of this case Your case will be escalated to 3rd party Call Center call priority 2 in 00 00 01 Cant Wail Call now D Days 00 00 59 since case submitted Detalls of Intake Emerge Admin on 182014 2 04 53 PM Contact Preferences You have the ability to choose how you want to be contacted when on call Contact preferences are set in your OnePass profile However you can alter your contact preferences when adding availability to the calendar If you wish to change your default preferences uncheck the Use default on call preferences box This will provide you with a dropdown list for phone and notification contact preferences Choose your preference for this on call period and click Save January 29 2013 Page 45 Add Availability Name Test Doctor Start time 8 19 2013 1200 AM End time 8 19 2013 100AM All day Calendar Neurosurgery Recurrence Contact preferences Use default on call preferences Colleagues should phone Send notifications to Cell Phone 14805555555 SMS 14805555555 Cancel January 29 2013 Page 46 Site Administrator Manage C
48. tive Asian L Black or African American L Hispanic E Native Hawaiian or Pacific Islander C White Once you have edited the patient information the case will show under the patient s name as normal Smith Lisa ID 25767 Female 5 12 1965 45 Years details Case Requested 10 30 2013 Neurology Aneurysm det Dashboard Patient Overview f Collaborate _ Edit Case Add Provider Notes EP Verify amp Complete Add Followup Notes Assign Assign to Me No one is currently scheduled for this service line You may want to assign to a specific person Service Line Neurology Case Information Emerge MD Support on 10 30 2043 10 36 14 AM Indication Aneurysm A provider has not yet signed this document January 29 2013 Page 18 Specialist Provider Notes When a case has been submitted to you the case will appear in the Cases Waiting queue Click on the case you wish to review and then click the Add Provider Notes button to review and comment on the case You can also assign the case to someone else or yourself if it hasn t already been assigned to you using the Assign and Assign to Me buttons Cases Waiting Minutes Waiting Referrer Assignee Service Line Jones Sally 70 F ID 23234 0 Emerge MD Support Telepharmacy w Fax Received 4808841888 ID 22801 34524 Nephrology Collaborate Ca Edit Case 3 Verify amp Complete amp Add Followup Notes P Assign e Assign to Me Assigned to adoc tes
49. ty button in the top left corner or by double clicking a section of the main calendar FF Add Availability Finally you can add an availability by clicking and dragging to select a block of time and then right clicking the selected block and selecting Add Availability January 29 2013 Page 42 13 12 21 2013 Day Wee Mon 16 Tue 17 Wed 18 Thu 19 Fri 20 Sat Add Agailabilit h Y ad Add Recurring Availability Click and drag your selection _ to the right to start at 7AM one SSES day and end at ram the next Show 24 hours day Then right click gt Add Availability Call Priority When you put someone on the call calendar you can set their Call Priority from the dropdown menu Edit Availability SH Name ak bhspec2 Start time 10 20 2013 End time 10 31 2013 All day Calendar Behavioral Health _ Recurrence Contact preferences Use default on call preferences Save Cancel When notifications are sent to the provider on call they will use this call priority The notification will be sent first to Call 1 and if not answered in a set amount of time will then send to Call 2 and so on When there are no more providers on call the notification would then be sent to the group owner or owners for the given service line The amount of time before the notification escalates to the next person on call can be set in the Service Line Group Thus the time to escalation is specific to a service line Janua
50. ve answered it will call the invited attendees The attendees will also receive a text message containing a link they can use to reconnect to the call if necessary Test Specialist Neurosurgery gt Select Call Calendar e Message E A room is now available send Video Share Start Phone Call ee Where can we call you Cell Phone 555 555 3989 555 555 3989 Start Call Once the call has started the meeting module will switch to displaying the status of the call You can see the status of each of the invited attendees The status will say Pending until the attendee joins the call Once they have joined the status will switch to Joined January 29 2013 Page 30 Your consultation is now in progress Message Current Invited Attendees 4803296949 Pending Did you get disconnected Reconnect Now Are you finished with your session End Consultation Type people phone numbers or emails Select Call Calendar ka Message A room is now available L Send amp Add Attendees Call G Add Video Share Current Invited Attendees Amber Clinic A Doc 1 Joined You can add others to the call by selecting them in the same manner as the initial invite Once you have selected the additional attendees click on the Add Attendees button to invite them Your consultation is now in progress Message Current Invited Attendees 4903296949 Pending Did you get disconn
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