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STARS PowerChart Skills Competency Checklist

Ambulatory Provider Training

I. Home Schedule/Organizer, Ambulatory Viewpoint

I. ***Home Schedule/Organizer, Ambulatory Viewpoint***
	YES	Needs Review	N/A
Recall how to view my Schedule for the day & week and able to identify general terminology on the Home Screen (Show ex in Prod)	YES	Needs Review	N/A
Recall how to access Open Items (charges, tasks and notes)	YES	Needs Review	N/A
Demonstrates how to access information & links from the patient banner	YES	Needs Review	N/A
Demonstrate how to customize the only row on the home screen (icons in the following order- Exit, Communicate, Depart, AdHoc, Patient Pharmacy, PM Conversation, New Sticky Note, View Sticky Note, Calculator)	YES	Needs Review	N/A
Demonstrates how to use the refresh and recent button	YES	Needs Review	N/A
Demonstrates how to enter Patient Pharmacy information	YES	Needs Review	N/A
Demonstrates how to search for a patient not on the schedule	YES	Needs Review	N/A

II. Workflow Page- PowerNotes and Dynamic Documentation

***II.*** ***Workflow Page- PowerNotes and Dynamic Documentation***
	YES	Needs Review	N/A
Demonstrates how to set the Menu to Ambulatory	YES	Needs Review	N/A
Identify your specialty Viewpoint (Workflow, Quick Orders, Ambulatory Summary page. If no viewpoint is available add (Workflow, Depart Quick Orders and Ambulatory Summary page to Ambulatory Viewpoint in that order (Prod)	YES	Needs Review	N/A
Demonstrates how to move & customize components on Ambulatory Viewpoint page, move Patient Keeper components to upper left (color green) and alternative for dyn doc users (billing in the Menu bar) (Prod)	YES	Needs Review	N/A
Demonstrate setting up the recommended/suggested components set in the following order: Chief Complaint, Problem List, Allergies, HPI, Histories, ROS, PE, Home meds, New Order Entry, Patient Education, Assessment and Plan, Documents (Prod)	YES	Needs Review	N/A
Demonstrate the use of the Workflow to complete note	YES	Needs Review	N/A
Demonstrates how to create & save Auto-text (ROS, PE, underscore functionality) (Prod)	YES	Needs Review	N/A
Demonstrates how to use the Tag feature (Documents/Diagnostics/ Labs)	YES	Needs Review	N/A
Demonstrates how to change the date range or search criteria – Results Flowsheet, trend/graph if data is not within lab tab in workflow	YES	Needs Review	N/A
Demonstrate how to med rec within the workflow	YES	Needs Review	N/A
Demonstrate how to order within the workflow and/or Quick Orders tab	YES	Needs Review	N/A
Demonstrate how to set up a favorite folder and utilize it within workflow	YES	Needs Review	N/A
Demonstrate how to select patient education in the workflow	YES	Needs Review	N/A
Demonstrate how to depart within the workflow	YES	Needs Review	N/A
Demonstrates how to locate and attach educational literature from the ‘Suggested’ folder (based on Dx) to give to patients. (MU credit)	YES	Needs Review	N/A
Demonstrates how to search for disease specific entries and search content in different languages	YES	Needs Review	N/A
Demonstrates how to locate Departmental and Custom folders (no MU credit)	YES	Needs Review	N/A
Demonstrates how to attach Medication leaflets/ add addendum	YES	Needs Review	N/A
Demonstrates how to check off ‘Patient Verbalizes and Understands all Instructions Given’ box, Sign and Print for MU credit	YES	Needs Review	N/A
Demonstrate how to move between workflow and PowerNote	YES	Needs Review	N/A
Demonstrates use of Auto-populate feature in PowerNote	YES	Needs Review	N/A
Demonstrates how to free-text in PowerNote	YES	Needs Review	N/A
Demonstrates how to create & save Macros (Prod)	YES	Needs Review	N/A
Discuss how to insert pictures- Capture app	YES	Needs Review	N/A
Demonstrates how to pull in data – results, orders, Smart Template (ST)	YES	Needs Review	N/A
Demonstrates how to save as a Pre-Completed Note & add to Favorites (Prod)	YES	Needs Review	N/A
Setup note type in PowerNote and Dynamic Doc (Prod)	YES	Needs Review	N/A
Discuss Dragon Course availability	YES	Needs Review	N/A
Demonstrate how to sign a note in Power Note and Dynamic Doc	YES	Needs Review	N/A
Discuss the difference between modify and correct in PowerNote	YES	Needs Review	N/A
Demonstrate how to modify and/or correct a note [Dynamic Doc (modify) and PowerNote (correct and modify)]	YES	Needs Review	N/A
Demonstrates how to create a Provider Letter from Note	YES	Needs Review	N/A
Demonstrates how to close a patient’s chart and how to exit PowerChart	YES	Needs Review	N/A

III. Medications and PowerOrders

***III.*** ***Medications and PowerOrders***
	YES	Needs Review	N/A
Demonstrates how to Import Med Hx	YES	Needs Review	N/A
Demonstrates how to convert Meds by Hx to Prescriptions	YES	Needs Review	N/A
Discuss how to access NYS I-STOP for controlled Rxs and explain process	YES	Needs Review	N/A
Demonstrates how to utilize Ambulatory Caresets and PowerPlans in departmental Orders folders and Quick Orders	YES	Needs Review	N/A
Demonstrates how to Complete, Cancel/DC and renew meds	YES	Needs Review	N/A
Demonstrates how to view scanned documents (in Documents and Eclipsys)	YES	Needs Review	N/A

IV. Message Center

***IV.*** ***Message Center***
	YES	Needs Review	N/A
Demonstrates how to click ‘Inbox’ from toolbar & De-select the preference ‘Do not retain previous settings’ from the Behavior Prefs tab (one time only) (Prod)	YES	Needs Review	N/A
Demonstrates how to save to Personal address book (Prod)	YES	Needs Review	N/A
Demonstrates how to create/send/reply to a message and create/send reminders	YES	Needs Review	N/A
Demonstrates how to save a message to a patient chart	YES	Needs Review	N/A
Demonstrates how to send a message to a Pool	YES	Needs Review	N/A
Demonstrates how to add oneself to a Pool and save a Pool(s) as a favorite (Prod)	YES	Needs Review	N/A
Demonstrates how to access Pool messages and Proxie functionality	YES	Needs Review	N/A
Demonstrates how to view Message Journal	YES	Needs Review	N/A
Demonstrates how to send Notifications & High priority	YES	Needs Review	N/A
Demonstrates how to review and Sign Orders	YES	Needs Review	N/A
Demonstrates how to access Saved Documents	YES	Needs Review	N/A
Demonstrates how to Endorse/Sign Results	YES	Needs Review	N/A
Demonstrates how to use Out of Office	YES	Needs Review	N/A
Demonstrates how to delete messages & empty the trash folder	YES	Needs Review	N/A
Demonstrates how to customize Header/Footer of letter if needed	YES	Needs Review	N/A
Demonstrates how to select the Transition of Care template for Referral Orders	YES	Needs Review	N/A
Demonstrates how to send to a SB Internal Provider using Direct email	YES	Needs Review	N/A
Demonstrates how to send to an External Provider via Communicate	YES	Needs Review	N/A
Demonstrates how to change Mode from Fax to Mail for external providers	YES	Needs Review	N/A
Demonstrates how to Add Results	YES	Needs Review	N/A
Demonstrates how to Preview and Send	YES	Needs Review	N/A

V. RHIO Video

V. ***RHIO Video***
	YES	Needs Review
Watch HIE Community View and RHIO Data Video with Attestation	YES	Needs Review

VI. OB/GYN Provider (If applicable)

***VI.*** ***OB/GYN Provider (If applicable)***
	YES	Needs Review	N/A
Demonstrates how to open Women’s Health Viewpoint	YES	Needs Review	N/A
Demonstrates how to view the Prenatal/ Workflow and OB/GYN Quick Orders	YES	Needs Review	N/A
Demonstrates how to add a pregnancy	YES	Needs Review	N/A
Demonstrates how to Customize the Prenatal M-Page Recommended order: Overview, Prenatal Visits, Pregnancy To Do’s and Notes, Problem List, New Order Entry, Home Medications, Documents, Patient Education (Prod)	YES	Needs Review	N/A
Demonstrates how to launch iView from Prenatal Visits	YES	Needs Review	N/A
Demonstrates how to enter information in Pregnancy To Do’s and Notes	YES	Needs Review	N/A
Demonstrates how to use the Problem List: arrange priority, This Visit, Chronic, Resolved	YES	Needs Review	N/A
Demonstrates how to order and set up favorites from the M-Page (Prod)	YES	Needs Review	N/A
Demonstrates how to do medication reconciliation from the M-Page	YES	Needs Review	N/A
Demonstrates how to navigate from Prenatal to Workflow page	YES	Needs Review	N/A

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