ERP Chronicle Walkthrough Guide
Contents
1. SH o p Module 1 American Diabetes Association Creating a new patient Record Page 2 of 3 2 Fill in as much information as you have Fields marked with a red dotted line under the field are required Click Save Changes Back to Top Module 1 AM American Diabetes Association Creating a new patient Record Page 3 of 3 You will now be on the General Information page of the patient s record You can view the various pages of the patient record by clicking the tabs on the left side of the page e g DSME Assessment Health Status etc raceme Samam omme paent General information es Patent m E S Burdette rm Loses Summer Oris I po Module 1 AM American Diabetes Association Viewing other patients Page 1 of 2 1 Click the Return to Patient List button in the upper left Note that the patient that you just added is listed in the patients table If you do not see the patient you can search for them by typing their last name in the search box and hitting return ADA Chronicle Bebes Windes Interne Explorer aes Back to Top f Module 1 American Diabetes Associ Viewing other patients Page 2 of 2 2 Click on a patient s listing to open the patient s record Y2. Location ABC OSME Center e r 2 Eten Eaveator e Wanne Atenea Mar 18 2012 Addetson Margaret nitisi assessment 1 1 Session 4 Eat Atenses 1 STOP Backto Top DIABETES Module 2 B American Diabetes Association Documenting Patient Education Page 8 of 9 Within the education record you are presented with a window which displays each of the nine topics and has two colored tables for Pre Assessment and a Post Evaluation scoring For each of the nine areas that were taught you can check a box in the Pre Assessment and Post Evaluation columns to indicate this patient s level before and after education rcu DSME amp Follow Up uen Jp STOP Back Top Ld Module 2 B American Diabetes Association Documenting Patient Education Page 9 of 9 The Education Plan DSMS Plan and Barriers to Learning are located under the Patient Education Record Click on the New or Edit option next to the appropriate section to enter or update the information session APA been any Education Plane documented tor tue patent To acd a new Education Flan clk me New EDU S Ki STOP Backto Top DIABETES ae Module 3 American Diabetes Association Module 3 Creating and Editing Letters with the Letter Manager Page 1 of 5
3. Back to Top Module 3 American Diabetes Association Creating and Editing Letters with the Letter Manager Page 4 of 5 4 To insert a data field e g current date patient s name etc that will be replaced when the letter template is merged with patient data start by positioning the cursor where you would like the tag to go Next click on the Insert Custom Tag menu and then select the tag you would like from the menu This will insert a yellow tag into the letter which will be replaced with the corresponding data when the actual letter is generated Patient intormat Patient Reports Module 3 A American Diabetes Association Creating and Editing Letters with the Letter Manager Page 5 of 5 A letter can be renamed e g change the name of the letter as it appears in the Select Letter dropdown menu by clicking the Rename button To create a new letter based on an existing lettes select the existing letter and then click Duplicate and give the new letter a new name Perform any edits to this new letter and save it when dene Clicking Preview will generate a dow dable version of the letter in the Microsoft Word format When you have finished making changes click the Save button and then click Close Letter Generator in the lower right corner ans 5 Patient Reports pa a m Generate Letts oti ater vee Back to Top
4. 1 From any Letter Generation Wizard window or from the Launch Letter Manager tab at the bottom left of a patient s record you can use the Letter Manager to create and edit your letters in the system HORE RISE 5 e m DSME Assessment en oa eA ja 01 Be eec Type tete Patient Reports Generate Leere e E um Module 3 American Diabetes Association Creating and Editing Letters with the Letter Manager Page 2 of 5 2 To begin editing an existing letter select the letter from the Choose a letter to load drop down list at the top of the wizard That will load the letter template in the main text area Alternatively you can click New Blank Letter to start from scratch Healt Sots ee Cia aod ET Menta Comme an E Paver Reports Sa 7 de E Back to Module 3 American Diabetes Association Creating and Editing Letters with the Letter Manager Page 3 of 5 3 Editthe text of the letter using normal text editing steps type delete etc To format text select a section of text and use the formatting bar directly above the main letter area to change the style justification and formatting eal Sots Behavior Chang nent and Lab E Moseatons Comnet Mion tos E Patient Reports Fea ue A inune Lano m
5. Module 3 American Diabetes Associ Generating Individual Patient Letters Page 1 of 2 Once you are in the patient record on 1 Choose the letter you would like to send within the Generate Letters dropdown menu 2 Click the Click to generate selected letter button on the lower left menu General Information Pent ere io ita ta Elle Telle d eae p E p E Wy S acus pese um Contact formation Jta P Launch Lotter Manager Ver We Back to Top oe BETES Module 3 American Diabetes Association Generating In Patient Letters Page 2 of 2 You will see a preview of the letter s that will be created If this looks correct click which will prompt you to download the resulting Microsoft Word file to your computer Once the letters file is on your computer you can open it in Microsoft Word edit it as necessary and print the letter to send to the patients S aaen EITEN ara dec ree REUS NUES CEA pre pue Back to Top Module 3 American Diabetes Association Generating Letters to send to Class Participants Page 7 of 4 After the class has been set up you can create a welcome letter that can be sent via U S mail to each of the patients to give them initial information and invite them to complete their online initial patient self assessment P
6. AM American Diabetes Association ERP Chronicle Walkthrough Guide Pas STOP DIABETES AM American Diabetes Association Module 1 Creating and Managing Patient Records A Creating and Managing Patient Records Creating New Patient Record Viewing Other Patients Online Patient Self Assessment Creating Managing Patient Cohorts Assessment amp Health Status Contact History Notes Documents B Documenting Behavior Changes C Documenting Clinical amp Lab Values D Documenting Medications E Patient Snapshot Reports Module 2 Managing Classes amp Documenting Education A Setting up and Managing Classes Creating a 1 1 or Group Class Creating Managing class templates for a series of classes B Documenting Patient Education Topics Covered amp Class Attendance Individual Pre Assessment and Post Education Evaluation DSME amp Follow Up Module 3 Creating Editing letters with the Letter Manager A Creating and Editing Letters with the Letter Manager Creating and Editing Letters with the Letter Manager Generating Letters to send to Individual Patients and Class Participants ger UN STOP DIABETES A Module 1 A American Diabetes Association Module 1 Creating and Managing Patient Records Creating a new patient Record Page 1 of 3 1 Click on the Patients tab at the top of the page and then the Create New Patient button
7. Medication Change Event crestor wus amp Pacerd Medication Change ecl will cause it to expand down and reveal any notes for that event This patent does not have any stopped medications assigned Aterges Mene fta ee Backto Top vis Module 1 D American Diabetes Association Adding a medication Page 2 of 5 To enter a new medication click the Add New Medication link near the top right of the Medications page to bring up the Start New Medication window This box allows you to enter a new medication for this patient The Quick List on the right contains medications that you ve previously marked as a favorite marked with solid stars as well as other popular or recent medications marked with empty stars The boxes on the left allow you to select a medication that isn t already in your Quick List Tip If the medication that you just entered is one that you believe you ll be using frequently you can add it to the Quick List by clicking the link Add medication to favorites link next to the medication s name Back to Top Medication Date is approximate Donot nw start ite Cancel changes Save changes Module 1 D American Diabetes Association ET Recording a medication change event Page 3 of 5 If a patient s prescribed medication regiment changes e g the dosage or frequency of a medication that they are on is modified you can document this informati
8. A AM American Diabetes Association Creating new Class from a Class Template Page 2 of 2 This will open up the Create Class from Template window with all of the information from the template already populated into the class Here you can add any additional information making sure that all required fields with red underlines are completed Note that if your class template included one or more sessions you will need to fill in the session date for each session TITRES When all the class sn information is correct click Save Changes caton Eiucabniocan gaucaton Lenguas which will create the aaa x class and automatically Reason tr Cians open the class to the General Information page Next you can follow the normal Cess Type p Enueaton materiais Equnmert Proves interpreter Mor nerectve class creation Conversation Maps process by updating one ones the patient roster Clase Sessione Intervention Tupe Date uation Cones Changes seveChenges Back to Top American Diabetes Association Class Template Tips It may be helpful to print and fill out the Class Template Worksheet below prior to creating a class template within Chronicle Download PDF Version Class 1 Class 2 Class 4 Class 6 Tl or Group Ti or Group T or Group Tel or Group Class Time Hours Hours Hours Hours Nutrition Management Phy
9. AX American Diabetes Associ on Creating a 1 1 or Group Class Page 5 of 7 5 Each class must have one or more sessions A class that meets three times over the month of June will have three sessions Click the Add Sessions link above the Class Schedule box to bring up the entry window Enter a name for the session Choose a name that you will logically associate with your class session For example Welcome and Intro Pumps and Meters or simply Class 1 June 2012 iss Denes ican prar gy ort Sr GD Back to To rz Module 2 A American Diabetes Associ Creating a 1 1 or Group Class Page 6 of 7 6 Above the Class Roster and Attendance box click Update Roster to bring up the patient selector In the left recently Added Patients list find each patient that will be in the class and click on the patient to move her to the Current Roster list When you have selected all the patients in the class click Save Changes on fix Chas Information eee Der ais Cin ir ees Back to Top Module 2 A American Diabetes Association Creating a 1 1 or Group Class Page 7 of 7 On the General Information page of the record the Class Roster and Attendance table lists each patient s attendance Each colored column represents a specific class session as listed in the Class Schedule section Note By default all pa
10. Backto Top BETES Module 1 A American Diabetes Association Contact History Notes Patient Documents Page 3 of 3 The Patient Documents section allows you to upload relevant documents into the patient s record Note that the only allowable file types are PDF pdf or Microsoft Office doc docx xls xlsx ppt pptx The maximum file size is 2MB Mt matire ony oat te Yee POF pr orent Once arf tre td orn ya Sabo na Docunonts osaient 5 d oak deer 52 ClncalLab Sten Diss Destin Patent Reports eh geret selectes repot Generate Ltrs RT ETE ff Launch Letter Manager Backto Top AM American Diabetes Association Behavioral Change Objectives Page 7 of 2 Module 1 B 1 Clicking the Behavior Change Objectives tab from the left navigation pane displays a page that lists all of the patient s behavior change objectives including a full history for each objective At the top of the page are two Personal Goals which are questions asked of the patient during the PSA DUET QUO DAC Margaret ti seemet depaneChemaLatnotescan Behavior Change Objectives Personal Goals bjectres Bitte Deet ta pater conce PaventRepons
11. Diabetes Associ Documenting Patient Education Page 5 of 9 The DSME amp Follow Up Section shows all of the educational information for 77 this patient You will never need to leave this page to document this patient s educational assessment Note that creating new classes and class sessions defining the lesson plan and managing the roster and attendance are still done under the main top yellow Education tab Backto Top Module 2 B DSME amp Follow Up ponia eU eerte eem ttre te Soe Ll SS CONOCE E Wa ces ium umen a ou erem Enana 7 Fe v 1 t H 1 i Pn O vertente n Socmanto duong 7013 Mar Man 89 340 m EE nsus Pon Decomemted sung rap n E ented torner toleorneng adherence to set management pian Documented dunna inti monna tatum Dete tai Module 2 B American Diabetes Associ on Documenting Patient Education Page 6 of 9 The Education Summary box lists all of the classes that this patient is on the Roster for Clicking the Edit pencil next to a class will open that class s record under the main top yellow Education tab where you can make changes to the class s information e g edit general information add sessions update roster and attendance complete lesson plan etc Note that every time you meet with patient e g for an initial assessment a group class or
12. Supe iai M Bes Back to Top r A tbt me Backto Top Behavior Change Personal Goals Objectives Physical Activity Bei Objectives ng Wo is po ing Active Estabishedlpdsted objective G3 22 2010 folowup enoc Apra 2000 gt Mar 24 2008 Taking medications Taking medications Be more physicaly ft take me stairs at work less out orbreatm Be more physicaly f Be more physical fit Achievement 100 AlLot the time 75 est of the ime 0 one of the ime Sina Discontinued Continued Baseine Diabetes Association Behavioral Change Objectives Page 2 of 2 2 The Objectives section allows you to document how the patient s objectives and their adherence to those objectives change over time To add a new baseline objective click on Add new objective When you next follow up with the patient you can update the objective s status recording the patient s new achievement level An existing baseline objective or objective update can be edited by clicking on the edit pencil to the left of the record Meal Status SUE amp Fotow Up and Lab Data Medications Contact History Documents Patient Reports Srapshot Report Diek to generate selected report Genorate Letts ct generate eer B Lounch Letter Manager Module 1 B Yes Yes Delete this Obj
13. for additional education that rh n record as a class not a follo DSME amp Behavior Cange Objectives row ip Ser Clic and Lab Data 2012 Mar Mon AM Group Cizss ue Pun 13 2012 Elen Educator e pem Locator AB BOVE Sante apunte puer d Agia Hae Eien Educator Aedes Documents Cones 5 Margaret Intal assessment t Session Report S Qo anc osme cune at Geko gonarato raport jean tiaa Minsa 1 STOP Back to Top DIABETES Module 2 B AM American Diabetes Associ on Documenting Patient Education Page 7 of 9 The top right Follow Up Summary box lists all of the follow ups that have occurred with this patient A patient can have any number of follow ups At each follow up you can document an educational reassessment and make updates to the education plan barriers to learning and the DSMS plan Note that follow ups are not used when you meet with a patient to provide education Follow ups are intended to allow you to document when you follow up with a patient to reassess their progress e g three to six months after education You can add a new follow up by clicking the New Follow up link and filling out the reassessment information DSME amp Follow Up Education Summary O mewii rotowup Summary 2012 Mar Mon AM Cians Ee Ae iMi Poe Eten
14. SA Return to the main class list by clicking the Return to Class Listing button in the upper left In the listing row for the class you created click the Generate Letters link on the right side and follow the next 3 steps re Back to Top Module 3 AM American Diabetes Association Generating Letters to send to Class Participants Page 2 of 4 1 Selectthe letter you would like to create from the drop down list a pes Back to Top DIABETES Module 3 American Diabetes Association Generating Letters to send to Class Participants Page 3 of 4 2 Select the patients you would like to receive the letter By default all of the patients in the class are selected If there are any other patients that you would like include click on the patient s name in the left column to add them to the right column the recipients list To remove someone from the recipients list just click on her name in the right column When the recipients list is correct click on Preview Letter Module 3 American Diabetes Association Generating Letters to send to Class Participants Page 4 of 4 3 You will see a preview of the letter s that will be created If this looks correct click which will prompt you to download the resulting Microsoft Word file to your computer Once the letters file is on yo
15. ective S upase Tus Update Tis Objective I Module 1 C American Diabetes Association Clinical Data and Labs Page 1 of 4 Clicking the Clinical and Lab Data button from the left navigation pane displays a page that lists all of the most recent clinical data and lab information for the patient For a new patient with no clinical data or labs documented the main middle section of this page will be empty and the full list of Available Tests will be displayed on the right side of the page As test values are documented those values will be displayed in the main middle section and the test will be removed from the Available Tests lists Backto Top d r dE Module 1 C American Diabetes Association IT E Clinical Data and Labs Adding a new clinical data or lab test result Page 2 of 4 After you have gathered clinical data or lab results for a patient you can enter both the most recent values as well as historical values into Chronicle To enter a test result for a test that doesn t have any previous data begin by clicking on the test s name in the Available Tests lists Alternatively if the test already has one or more previous results and you re going to be adding another test result click the Add Results link to the right of the test s name Doing either of these will bring up the New Lab window Enter the following information Test result Date Performed Source
16. ed then fill out all of the common fields Backto Top Module 2 A AM American Diabetes Association Managing and Using Class Templates Page 3 of 3 The Class Sessions tab allows you to define the sessions that each class will have For each session give it a name intervention type duration time and a note All of these are optional in the template and can be added later when you re creating the class The Educator Time tab allows you to define how much time each educator will contribute to each of the sessions The Lesson Plan tab allows you to define which educational topics will be covered during each of the sessions The Class Note tab allows you to enter a note that will apply to all patients in the class When you are done entering all of the information for the class template click Finish and Close y m T is mmm Back to Top Module 2 A American Diabetes Association Creating a new Class from a Class Template Page 1 of 2 To create a new class form an existing class template select the class template from the dropdown list in the Class Templates section of the left navigation pane then click Create Class From Template ducaton Chee List x E RTT Format Classroom Group Cias Tomplates Stat Jun 2014 D Seseme unn Select tempate MUN STOP Backto Top EM Module 2
17. g with basic information about the class Back to Top Module 2 A on AX American Diabetes Associ Creating a 1 1 or Group Class Page 2 of 7 2 Click Create New Class on the left side of the page to bring up the window Enter a name for the class Examples could be June 2012 or June 2012 Friday AM Choose name that you will logically associate with this class Enter the Class Type and Education Format and click Save Changes Eek 1 st ced E alc occae megas Dmm Module 2 A AM American Diabetes Association Creating a 1 1 or Group Class Page 3 of 7 3 Once you have created a new class you can begin by adding the general class information by clicking the Edit pencil link above the Class Information box AA Chere Dihcer Windows nc air Tlie SCS k TETTEIT June 2012 Group Class Information General information June 2012 Back cu al E Module 2 A AM American Diabetes Association Creating a 1 1 or Group Class Page 4 of 7 4 Enterthe Location Language instruction methods and any materials you are using and then click Save Changes E orp Ca ELS pec premere ea peer v e Class Holes sa Patents oen Back to Top Module 2 A
18. gives an overview of the data about a specific patient The left column contains lists of the patient s current medications recent interventions topics that were covered during the educational sessions and the patient s goals and their change rate The right column of the report contains clinical data with historical values listed in a table and a graph displaying the io change over time prias WAS WE WA viet penzvior change objectives Backto Top Module 1 AM American Diabetes Association Patient Reports Page 3 of 3 The DSME Record report contains the information that was documented for the patient s educational session s This includes the pre assessment and post evaluation of the patient s ability in the nine ADA topic learning objectives class methods and materials barriers and DSMS plan All of the educational information included in this report will represent the most current information documented in Chronicle Diabetes Sel Management Education Record Back to Top Module 2 A AX american Diabetes Association Module 2 Creating Managing Classes amp Documenting Education Creating a 1 1 or Group Class Page 1 of 7 1 Click on the Education tab at the top of the page You will see a list of existing classes alon
19. ng up the Update Class Attendance window To change a patient s attendance status as a session click the dropdown list under the respective class session and change the appropriate value Repeat this until all patients attendance is correct then click Save Changes TER pee EYE ie May 2012 Group Cass Ar 2012 tay 34 2012 Class Information Losan Pian Cims Hotes Patents Back to Top Dro 1 Module 2 B American Diabetes Association Documenting Patient Education Page 4 of 9 Individual Pre Assessment and Post Education Evaluation are done on a patient by patient basis If you are currently in the class record click on the patients name in the left menu to update patient education record example below If you are in a patient record the education record is located in the DSME amp Follow up section Please continue to the next page for pre assessment amp post education evaluation documentation sseRmwntoCamum fdgsd 1 1 Session Apr 1 2015 tase intormanen General Information Clase inormaticn FEM Chass Sessions Pb sat sessin Bo seme ome aers ans Be cemcm ose mvams ra Class Roster and Attendance ve 4P Key ATT Atended NSN Show C oe E ars po mpm ae as m SS Em aap m EJ Genere teres expen tert ust Backto Top American
20. of data Notes Provider When you have entered all of the information click the Save Changes button to save the test result If the value you just entered is the most recent value for that test then the new value will be displayed in the center table MUN STOP Back to Top mE Module 1 C AM American Diabetes Association Clinical Data and Labs Adding multiple clinical data or lab test results using a Lab Sheet Page 3 of 4 If you are going to be entering multiple clinical data or lab test result values that all share the same common information you can use a Lab Sheet to speed the entry Click the New Lab Sheet link in the upper right above the Available Tests lists Note that all of the data entered on the Lab Sheet will share the same Common Information Also when the Lab i Sheet is saved the individual test results are all stored 1909 individually they re not stored as a single lab sheet Diasote tig ose Pure FEBRE ine Meat tou _ Ure Merosbunin x Cancel Changes save Changes Backto Top Module 1 C AM American Diabetes Association Clinical Data and Labs Editing or deleting an existing test result Page 4 of 4 To edit an existing test result begin by clicking on the test in the main middle section which will expand the test down to reveal the historical results Click on the specific
21. on by recording a medication change event Click the Record Medication Change Event link to the right of the medication s name which will bring up the Record Medication Change Event window Here you can enter the date that the medication change event took place Then enter the new dosage and frequency for the medication and any notes that you d like associated with the change of this medication Back to Top vis Module 1 D American Diabetes Association T Recording a Stop medication event Page 4 of 5 If a patient is no longer taking a medication that they had previously been prescribed you can document this information by recording a stop medication event Begin by Clicking on the medication s name in the main medication table Then click the Stop Medication link to bring up the Stop Medication window Enter the date on which the patient stopped taking the medication and any associated notes When you have entered all of the information click the Save Changes button to save the stop medication event You ll see that the medication has been removed from the Current Medication table down into the Stopped Medications table Medications GLUCOPHAGE Recors nese aton Change ons fiot have any stopped medications assigned Allergies 4 STOP Back to Top DIABETES vs Module 1 D American Diabetes Association Creating new c
22. ou will be on the General Information page of the patient s record You can view the various pages of the patient record by clicking the tabs on the left side of the page e g DSME Assessment Health Status etc a dumme Samam tenter Patient information twe Jun 28 mec rere Genera iiormosion ey ma 5 DSHE Assessment Clinical ond Lab Dat ACRES CAE wee 201 Te tete a Patient Reports x E ET le E um EHE 3 ET Module 1 A American Diabetes Association Online Patient Self Assessment When a patient record is created in Chronicle the system automatically sets up a username and password for the patient to complete their assessment The login credentials for the online patient self assessment are included in the default Welcome sed in Module 3 General Information New DSME u 1 STOP Backto Top mE Module 1 AM American Diabetes Association Creating Managing Patient Cohorts Page 1 of 2 Patient Cohorts are a way to categorize patients into groups of similar patient types such as Insulin Starts GDMs PEDs or Referring Provider Creating Managing a Cohort 1 From the Patients List Page Click the Manage Cohorts Button 2 Click the Add Cohort button and give it an identifiable name 3 Select
23. p Health Status Page 1 of 2 The Health Status section can be completed electronically by the patient during their initial patient self assessment PSA or by the educator on behalf of the patient Any of the information on this page can be edited by clicking on the Edit pencil to the right of the section name 1 STOP Back to Top pervect 00O DIABETES d tek Module 1 A American Diabetes Association Contact History Notes Patient Documents Page 7 of 3 The Contact History section allows you to record and view contacts that have been made or attempted with the patient Enter a date for the event select the Reason for Contact and the Result of Contact If there is any other information that you d like to record you can enter it in the Notes box Back to Top Module 1 AM American Diabetes Association Contact History Notes Patient Documents Page 2 of 3 The Notes section allows you to record and view free text notes about the patient To add a new patient specific note click Add New Note which will open the Add Edit Note window Below the patient specific notes are both class wide notes and session specific notes These are notes that are recorded for classes that the patient is in Each class that the patient is in will be listed and any class wide and session notes will be displayed Coss facet Patent DSM B Pin curr ner er We
24. patients from the list to be in the cohort B e cane apes Pater STOP DIABETES Module 1 American Diabetes Association Creating Managing Patient Cohorts Page 2 of 2 Assigning a Patient to a Cohort Cohorts can be assigned when initially creating a patient record or added within the general information section of an existing patient Assigning a patient cohort to an existing patient record p a a Patan osue Assigning a patient cohort while creating a new patient record General information DSME Patient Back to Top Module 1 American Diabetes Association T Patient Cohort Tips Filter reports can be filtered by patient cohort Each Patient can be assigned to one or more cohorts You can Add Edit or Delete a cohort through the Manage Cohorts button located near the upper left of the Patient List page MUN STOP Back to Top mE DRE Module 1 A American Diabetes Association DSME Assessment amp Health Status The DSME Assessment can be completed electronically by the patient or by the educator on behalf of the patient Any of the information on this page can be edited by clicking on the Edit pencil to the right of the section name 1 ET DIABETES Backto Top Module 1 AM American Diabetes Association DSME Assessment am
25. sical Activity Being Active Taking Medications Preventing Acute Complications Preventing Chronic Complications Psycho social adjustment Healthy Coping ww Promoting Health Backto Top Module 2 B AM American Diabetes Association Documenting Patient Education Page 1 of 9 Topics Covered During Class Session 1 Click the Lesson Plan tab on the left site of the page to view or setup the class s educational lesson plan Click the Edit Lesson Plan link class infomation Lesson Plan Back to Top i em r Module 2 B American Diabetes Association E Documenting Patient Education Page 2 of 9 Topics Covered During Class Session 2 For each educational topic that will be address during the class click the check box to the left of the topic under the appropriate session column You can check multiple boxes for a topic if it will be taught during multiple sessions Note completing the Lesson Plan can be done after the education has occurred Click Save Changes Eek June 2012 Grou Cass ht ao Lesson Plan Clos Notes Back to Top Module 2 B American Diabetes Association TET Documenting Patient Education Page 3 of 9 To update the attendance within the General Information section of the class click the Update Attendance link to bri
26. test result that you d like to edit which will expand that individual result and then click the Edit pencil icon This will open the Edit Lab window where you can make any necessary corrections and click the Save Changes button To add a result to an existing lab value click on the Add Result link next to the appropriate lab entry Nov 16 1905 years old Dioses ype Type 2 American Indian or Alaskan Native EME NA ew Lav snee LD aa ed Entered by educator e Eye exam past 12 montns Fasti Blood Glucose Back to Top Module 1 D AA American Diabetes Association Documenting Medications Page 1 of 5 Clicking the Medications tab from the left navigation pane displays a page that lists all of the medications that the patient is taking or was taking in the past Each listing in the center table lists a medication and the most recent information about that medication For new patient the center section will be empty By clicking ona specific 9 medication line the listing will expand down to reveal a complete ier Male Nev 15 1995 19 years old Raceetmity American Indian or Alaskan Native n Medications history of Medication CurentMedeators o Ad eret Change Events for that medication GLUCOPHAGE sons o Rec Cane Event IR aaa gt Medication aed Clicking on a specific Stop Medeaton
27. tients are marked as being in attendance ATT at each session C ina Chronicle Diabetes Window remet pore EER IEEE sao ois IE May 2012 Gtoup Clas Apr 1 2092 ay 1 212 re URGE FRA Wan MT E mem pee Back t p i om Module 2 A AX American Diabetes Association Managing and Using Class Templates Page 1 of 3 Classes can be created from scratch or can be created form a class template that you can set up for a series of classes In this section we will cover creating a class template and using that template to create a class To create a new class template 1 From the Education Tab Click the link 2 Click Add 1 i e Quart rly DSME Class click Save Changes Back to Top 1 Module 2 A AM American Diabetes Association Managing and Using Class Templates Page 2 of 3 You will now be on the tab where you can define the General Information for the class Fill as much information out on this tab as will be common to all classes created with this template Nothing is required other than the Template Name but the more information you fill out the more information will be pre populated when you create the class For example if all classes created with this template will share the same Class Type Education Format Location and Language and Instruction Method but will differ on the Education Materials provid
28. ur computer you can open it in Microsoft Word edit it as necessary and print the letter to send to the patients Back to Top rre um AM American Diabetes Association Letter Manager Tips The default welcome letter already within Chronicle provides you with the login details and web address for the online Patient Self Assessment This can be sent via postal mail or copied and pasted into an email to send to the patient You have the ability to copy and past your own existing letters into the letter wizard and save them accordingly Organization Logos are not able to be uploaded into the Letter Wizard You may add a logo once the letter has been exported to a Word document MUN STOP Back to Top mE Module 3 AM American Diabetes Association Chronicle Resources Chronicle User Manual Recorded Chronicle Webinar Chronicle Reports Guide Demo version of Chronicle Required Data for an Annual Status Report Required Data for an Application Chronicle Diabetes Assessment Form Chronicle Diabetes Assessment Form Spanish For assistance with Chronicle Diabetes please contact ADA staff at ERP diabetes org or 888 232 0822 MUN STOP Back to Top mE
29. ustom medication Page 5 of If a patient is taking a medication that is not already in the database you can manually add the medication to your site s medication database so that it will be available for future use Begin by trying to add the medication to a patient s record Click the Add New Medication button to bring up the Start New Medication window Type in the Trade Name and if the medication isn t already in the medication database you ll be presented with no matches but will have an option to click Add a new medication named name Clicking this option will bring up a link that says Click to add name as a custom medication Clicking that will add the medication you entered as a new medication in the database From then on it will be available to all your site s educators in the medication s list in the future MUN STOP Back to Top mE Module 1 E AM American Diabetes Association Patient Reports Page 1 of 3 The Snapshot Report and the DSME Record report give an overview of the data about a specific patient Both reports are generated through the Patient Reports section of the patient record General Information Paton ame D dtm ta DSME Patient E Demograpice Status Active Gea ta ProvderiPhysiean Backto Top Module 1 E AM American Diabetes Association Patient Reports Page 2 of 3 The Snapshot Report This report
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