Computerized Patient Record System (CPRS) Setup Guide

Computerized Patient Record System (CPRS) Setup Guide

June 2021

Department of Veterans Affairs Health Data Systems Computerized Patient Record System Product Line

Revision History

Date

Patch Page

Change

Project Manager

6/17/2021 OR*3*0*547 30 Added row to GUI Parameters SHRPE Menu Options for OTH: GUI Add/Edit Local Message for OTH Button.

Technical Writer

SHRPE

Added Subsection for GUI 37-38 Add/Edit Local Message for

OTH Button

10/16/2019 OR*3.0*397 All Added Revision dated 3/25/2019 (see below).

REDACTED REDACTED

Checked for 508 Compliance.

Removed extra space between some pages.

Removed extra Table of Contents from Pharmacy Packages section (G).

07/31/2019 OR*3.0*510 88 Added two NOTE:

REDACTED REDACTED

3/25/2019 OR*3.0*397 21 Added ORSUPPLY Key

REDACTED REDACTED

08/20/2018 XU*8.0*679 28 Added note regarding Electronic REDACTED REDACTED Signature Block restrictions.

03/30/2011 OR*3.0*272 5, 77, Changed references from 79, Duplicate Drug Class to 81, Duplicate Drug Therapy. 82, 93,

01/25/2007 OR*3.0*245 123 ? Added information about the 125 new option, ORCM QUICK ORDERS BY USER

11/27/06 OR*3.0*242 182 Added information about the new way to edit items for the Nature of Order file.

12/30/04

36 Added new information about document templates.

REDACTED REDACTED REDACTED REDACTED REDACTED REDACTED REDACTED REDACTED

Computerized Patient Record System (CPRS)

ii

Setup Guide

June 2021

Date 10/14/98 10/15/98 10/20/98 10/22/98 11/4/98 11/20/98 11/30/98

12/7/98 12/18/98

12/18/98

1/15/99 3/22/99 5/25/99 5/25/99

Patch

Page

Change

138 Added information about ORMTIME

14 Added explanation of global journaling

ii Added this revision history page

100 Added description for Enter/Edit Actions

110 Added description for new option, List Primary Order Menus

193 Added printing from GUI to troubleshooting tips

142 Added more detailed description for Inconsistency Checker option (ORE LAB ORDERS CHECK 100=>69)

33 Added new parameters in Miscellaneous Parameters

197 Added troubleshooting info re Vitals corrections, Radiology errors, and Patient Confidentiality issues

32, Added information about 151 creating Add Orders menu and

making it available through the GUI; also how to add items to the Write Orders list

157 Added hardware recommendations

32, Corrected info about adding 109 order menus for the GUI

23 Corrected info about electronic signature

17 Corrected info about XQALERT FORWARD

Project Manager

Technical Writer

Computerized Patient Record System (CPRS)

iii

Setup Guide

June 2021

Date 5/26/99 6/21/99 7/8/99 3/7/2000 6/28/2000

6/29/2000

8/21/2000

Patch Page

Change

19 Added description of new option: Auto-DC Parameters

36 Added description of Document Templates

174 Changed DGPM Movement Event order example.

4, 5, Changed references to drug61- drug interaction to Critical Drug 62, Interaction and added 64, information about a new order 66, check: Significant drug 67, interaction 78

24 Added note that release of outpatient meds must be through signature of authorized provider.

50-61 Updated Flagged Orderable Items material and examples to reflect the current state of notifications.

Project Manager

Technical Writer

Computerized Patient Record System (CPRS)

iv

Setup Guide

June 2021

Table of Contents

I. Introduction ...................................................................................................1

Purpose of CPRS Setup Guide ......................................................................................... 1

Overview of CPRS ............................................................................................................... 2

Differences between OE/RR 2.5 and CPRS ................................................................... 5

II. Preparation & Implementation Checklist..................................................8

CPRS Competency Assessment......................................................................................14

III. CPRS Setup Instructions ..........................................................................18

A. OE/RR-CPRS Clean-up ................................................................................................19

B. CPRS Configuration (Clinical Coordinator) ........................................................21 1. Auto-DC Parameters ......................................................................................................... 22 2. Key Assignment and Electronic Signature Set-up ............................................................ 23 Check for Multiple Keys ........................................................................................................ 25 Electronic Signature ............................................................................................................... 25 3. Edit DC Reasons ............................................................................................................... 29 4. GUI Setup ......................................................................................................................... 30 GUI Parameters Menu Options .............................................................................................. 32 GUI Cover Sheet Display Parameters Menu .......................................................................... 32 GUI Health Summary Types .................................................................................................. 35 GUI Tool Menu Items ............................................................................................................ 36 Adding an Add Orders Menu to the GUI ............................................................................... 37 GUI Add/Edit Local Message for OTH Button ..................................................................... 39 Add Local Message for OTH Button ..................................................................................... 39 Edit/Remove Local Message.................................................................................................. 40 Document Templates ............................................................................................................. 40 Template Editor...................................................................................................................... 41 Personal and Shared Templates.............................................................................................. 42 Types of Templates ................................................................................................................ 45 Folders.................................................................................................................................... 46 Reminder Dialog .................................................................................................................... 46 Arranging Templates for Ease of Use .................................................................................... 46 Adding a Template to a Note ................................................................................................. 46 Searching for Templates......................................................................................................... 48 Previewing a Template........................................................................................................... 48 Deleting Document Templates ............................................................................................... 48

Creating Personal Document Templates.....................................................................49 Personal Template .................................................................................................................. 49 Group Template ..................................................................................................................... 49 Associating a Template with a Document Title, Consult, or Procedure................................. 51 Importing a Document Template ........................................................................................... 52 Exporting a Document Template ........................................................................................... 52 Dialog Template..................................................................................................................... 53 Reminder Dialog .................................................................................................................... 54 Folder ..................................................................................................................................... 55 View Template Notes............................................................................................................. 55

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Setup Guide

June 2021

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