Online Survey Software | Qualtrics Survey Solutions

STARS PowerChart Skills Competency Checklist

Outpatient Clerical Staff Training

I. Overview Home Schedule

I. ***Overview Home Schedule***
	YES	Needs Review
Demonstrates how to log on to Cerner PowerChart	YES	Needs Review
Demonstrates how to set and view different Provider Schedules (Resource) for the day & week	YES	Needs Review
Demonstrates how to change Status/location of patient during appointment	YES	Needs Review
Demonstrates how to add a Note/Comment to appointment	YES	Needs Review
Demonstrates how to open a patient's chart for that encounter	YES	Needs Review
Demonstrates how to search for a patient	YES	Needs Review
Demonstrates how to enter Patient Pharmacy Information	YES	Needs Review
Demonstrates how to use the Refresh button	YES	Needs Review
Demonstrates how to use the Recent button	YES	Needs Review
Demonstrates how to access information/links from the patient banner and change encounters	YES	Needs Review
Demonstrates how to auto hide the Menu	YES	Needs Review
Demonstrates how to move & customize components on Ambulatory Viewpoint page (JCAHO Required summary sheet)	YES	Needs Review
Demonstrates how to enter Allergies, Histories (Social) in departments where permitted	YES	Needs Review
Demonstrates how to change the date range or search criteria - Results Flowsheet	YES	Needs Review
Demonstrates how to view scanned documents & final, legal documents (Clinical Notes)	YES	Needs Review
Demonstrates how to close a patient's chart	YES	Needs Review
Demonstrates how to exit PowerChart	YES	Needs Review

I. Message Center

I. ***Message Center***
	YES	Needs Review
Demonstrates how to click ‘Inbox’ from toolbar	YES	Needs Review
Demonstrates how to set Behav Prefs in Messages for Organization Locations Preferences for "In Between Encounters"	YES	Needs Review
Verbalizes the selection of said Org Location when sending a message when the patient is not in the office, but requesting care, ie Rx Renewal, Illness etc.	YES	Needs Review
Demonstrates how to create/send a message	YES	Needs Review
Demonstrates how to search for a patient using 3 Identifiers, and select the patient (do NOT select encounter)	YES	Needs Review
Demonstrates how to save to Personal address book	YES	Needs Review
Demonstrates how to save a message to a patient chart	YES	Needs Review
Demonstrates how to create/send reminders	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 messages & opt into assigned Pool(s)	YES	Needs Review
Demonstrates how to send a message to a pool	YES	Needs Review
Demonstrates how to view Message Journal	YES	Needs Review
Demonstrates how to send Notifications & High priority	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. Documentation of Orders using the SPTL / MPTL and Depart

***III. Documentation of Orders using the SPTL / MPTL and Depart***
	YES	Needs Review
Demonstrates how to build a patient list.	YES	Needs Review
Demonstrates how to set the location/date/time Search criteria on Task List	YES	Needs Review
Demonstrates how to complete a task on the SPTL,	YES	Needs Review
Demonstrates how to populate the MPTL Search criteria Location/Date/Time	YES	Needs Review
Demonstrates how to complete a Task from the MPTL List.	YES	Needs Review
Understands how to view Documents (Progress Notes)	YES	Needs Review
Demonstrates how to view & enter in Office Orders (where permitted)	YES	Needs Review
Demonstrates how to customize display for PowerOrders and Medication List	YES	Needs Review
Demonstrates how to register patient on Patient Portal	YES	Needs Review
Demonstrates how to access Depart for Patient Education literature and Medication Leaflets	YES	Needs Review
Demonstrates how to check off "Pt Verbalizes & Understands...." box	YES	Needs Review
Demonstrates how to Sign/Print Patient Visit Summary at Depart	YES	Needs Review

IV. CPOE for Cancer Center Clerks ONLY

**IV.** **CPOE for Cancer Center Clerks ONLY**
	YES	Needs Review	N/A
Verbalizes understanding of OP Provider Encounters VS Recurring Encounters (MODK/PDON)	YES	Needs Review	N/A
Demonstrates how to access Recurring Enc to view electronic Medication PowerPlans and Infusion Room POC Med Orders	YES	Needs Review	N/A
Demonstrates how to view Medication and Lab PowerPlans on the View Navigator under the Medical section and Oncology Orders under the Oncology Section	YES	Needs Review	N/A
Demonstrates how to view Lab Orders in the main Order section	YES	Needs Review	N/A
Demonstrates how to "Activate" Lab PowerPlans for Nurse Collect	YES	Needs Review	N/A

Comments:

Educator:

Enter Today's Date:

Please enter your First and Last Name below:

Please enter your nine digit Stony Brook ID # below:

Department:

Please sign below:

Sign Here

clear