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STARS Abbreviated Ambulatory Provider Training Competency Checklist

I. Overview, Home Schedule

**I. Overview, Home Schedule**
	YES	Needs Review
Demonstrates how to view my Schedule (Resource) for the day & week	YES	Needs Review
Demonstrates how to access Open Items to track charged and notes	YES	Needs Review
Demonstrates how to open patient's chart for the encounter	YES	Needs Review
Demonstrates how to move & customize components on Ambulatory Viewpoint page, move Patient Keeper components to upper left (color green)	YES	Needs Review
Demonstrates how to access Quick Orders for Orders, E&M	YES	Needs Review
Demonstrates how to view/access PowerNotes & Documents from Viewpoint, and favorite Pre-completed Notes	YES	Needs Review
Demonstrates how to close a patient's chart and how to exit PowerChart	YES	Needs Review

II. Message Center

**II. Message Center**
	YES	Needs Review
Demonstrates how to clock "Inbox" from toolbar & de-select the preference "Do not retain previous settings" from the Behavior Prefs tab (one-time only)	YES	Needs Review
Demonstrates how to create/send a message	YES	Needs Review
Demonstrates how to save to Personal addess book	YES	Needs Review
Demonstrates how to save a message to a patient chart	YES	Needs Review
Demonstrates how to use Actions Box	YES	Needs Review
Demonstrates how to send a message to a Pool	YES	Needs Review
Demonstrates how to Reply to a message	YES	Needs Review
Demonstrates how to access Pool message	YES	Needs Review
Demonstrates how to set Proxies	YES	Needs Review
Demonstrates hwo to send notifications & High priority	YES	Needs Review
Demonstrates how to review and sign orders	YES	Needs Review
Demonstrates how to endorse/ Sign Results. ie Labs, Radiology	YES	Needs Review
Demonstrates how to use Out of Office	YES	Needs Review
Demonstrates how to delete messages & empty the trash folder	YES	Needs Review

III. PowerOrders and Medication List

**III. PowerOrders and** **Medication** **List**
	YES	Needs Review
Demonstrates how to complete Medication Reconciliation (Outpatient) from Viewpoint, PowerOrders, Medication List & Depart	YES	Needs Review
Demonstrates how to Import Med Hx	YES	Needs Review
Demonstrates how to enter Patient Pharmacy Information	YES	Needs Review
Demonstrates how to access NYS I-STOP for controlled Rxs	YES	Needs Review
Demonstrates how to complete, cancel/DC meds	YES	Needs Review
Demonstrates how to Sign/Print Visit Summary	YES	Needs Review

IV. PowerNotes and Dynamic Documentation

**IV. PowerNotes and Dynamic Documentation**
	YES	Needs Review
Demonstrates how to use Dragon & inset commands in PowerNote & Dynamic Documentation	YES	Needs Review
Demonstrates how to pull in data- results, orders	YES	Needs Review
Demonstrates how to save as a Pre-Completed Note & Add to favorites	YES	Needs Review
Demonstrates how to add Addendum's/ Attestations for resident notes	YES	Needs Review
Demonstrates how to modify & correct a note	YES	Needs Review
Demonstrates how to start Dynamic Documentation via Workflow Tab	YES	Needs Review
Demonstrates how to use the tag feature	YES	Needs Review
Demonstrates how to "create note", select type, modify note, sign note	YES	Needs Review
Demonstrates how to create a Provider Letter from Note	YES	Needs Review

V. Provider Letters and TOC, Patient Results Letters

V. Provider Letters and TOC, Patient Results Letters
	Yes	Need Review
Demonstrates how to customize Header/Footer of letter if needed	Yes	Need Review
Demonstrates how to send to an External Provider using Direct Mail	Yes	Need Review
Demonstrates how to include TOC document & other documents	Yes	Need Review
Demonstrates how to select/attach Referral Order	Yes	Need Review
Demonstrates how to change Mode from Fax to Mail for external Providers	Yes	Need Review
Demonstrates how to Add Results	Yes	Need Review
Demonstrates how to Preview and Send	Yes	Need Review

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