Computerized Patient Record System (CPRS) Setup Guide

1 Computerized Patient Record System (CPRS) Setup Guide June 2021 Department of Veterans Affairs Health Data Systems Computerized Patient Record System Product Line Computerized Patient Record System (CPRS) ii June 2021 Setup Guide Revision History Date Patch Page Change Project Manager Technical Writer 6/17/2021 OR*3*0*547 30 37-38 Added row to GUI Parameters Menu Options for OTH: GUI Add/Edit Local Message for OTH Button. Added Subsection for GUI Add/Edit Local Message for OTH Button SHRPE SHRPE 10/16/2019 OR* *397 All Added Revision dated 3/25/2019 (see below). Checked for 508 Compliance. Removed extra space between some pages. Removed extra Table of Contents from Pharmacy Packages section (G).

2 REDACTED REDACTED 07/31/2019 OR* *510 88 Added two NOTE: REDACTED REDACTED 3/25/2019 OR* *397 21 Added ORSUPPLY Key REDACTED REDACTED 08/20/2018 XU* *679 28 Added note regarding Electronic Signature Block restrictions. REDACTED REDACTED 03/30/2011 OR* *272 5, 77, 79, 81, 82, 93, Changed references from Duplicate Drug Class to Duplicate Drug Therapy. REDACTED REDACTED 01/25/2007 OR* *245 123 125 Added information about the new option, ORCM QUICK ORDERS BY USER REDACTED REDACTED 11/27/06 OR* *242 182 Added information about the new way to edit items for the Nature of Order file. REDACTED REDACTED 12/30/04 36 Added new information about document templates. REDACTED REDACTED Computerized Patient Record System (CPRS) iii June 2021 Setup Guide Date Patch Page Change Project Manager Technical Writer 10/14/98 138 Added information about ORMTIME 10/15/98 14 Added explanation of global journaling 10/20/98 ii Added this revision history page 10/22/98 100 Added description for Enter/Edit Actions 11/4/98 110 Added description for new option, List Primary Order Menus 11/20/98 193 Added printing from GUI to troubleshooting tips 11/30/98 142 Added more detailed description for Inconsistency Checker option (ORE LAB ORDERS CHECK 100=>69)

3 12/7/98 33 Added new parameters in Miscellaneous Parameters 12/18/98 197 Added troubleshooting info re Vitals corrections, Radiology errors, and Patient Confidentiality issues 12/18/98 32, 151 Added information about creating Add Orders menu and making it available through the GUI; also how to add items to the Write Orders list 1/15/99 157 Added hardware recommendations 3/22/99 32, 109 Corrected info about adding order menus for the GUI 5/25/99 23 Corrected info about electronic signature 5/25/99 17 Corrected info about XQALERT FORWARD Computerized Patient Record System (CPRS) iv June 2021 Setup Guide Date Patch Page Change Project Manager Technical Writer 5/26/99 19 Added description of new option: Auto-DC Parameters 6/21/99 36 Added description of Document Templates 7/8/99 3/7/2000 174 Changed DGPM Movement Event order example.

4 6/28/2000 4, 5, 61-62, 64, 66, 67, 78 Changed references to drug-drug interaction to Critical Drug Interaction and added information about a new order check: Significant drug interaction 6/29/2000 24 Added note that release of outpatient meds must be through signature of authorized provider. 8/21/2000 50-61 Updated Flagged Orderable Items material and examples to reflect the current state of notifications. Computerized Patient Record System (CPRS) v June 2021 Setup Guide Table of Contents I. Introduction .. 1 Purpose of CPRS Setup Guide .. 1 Overview of CPRS .. 2 Differences between OE/RR and CPRS .. 5 II. Preparation & Implementation Checklist .. 8 CPRS Competency Assessment.

5 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.

6 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 48 Previewing a Template .. 48 Deleting Document Templates .. 48 Creating Personal Document 49 Personal Template .. 49 Group Template .. 49 Associating a Template with a Document Title, Consult, or 51 Importing a Document Template .. 52 Exporting a Document Template .. 52 Dialog Template .. 53 Reminder Dialog .. 54 Folder .. 55 View Template Notes .. 55 Computerized Patient Record System (CPRS) vi June 2021 Setup Guide Copying Template Text .. 56 Template Fields .. 57 Using the Template Field Editor .. 58 Inserting Template Fields into a Template.

7 60 5. Miscellaneous Parameters .. 61 6. Notifications .. 64 Notification management Menu .. 69 7. Order Checking .. 81 Order Checking management Menu .. 83 8. Menu management .. 100 a. CPRS Menu Assignment .. 100 b. Order Menu management .. 103 Generic Orders .. 104 Naming Conventions .. 104 Enter/Edit Orderable Items .. 105 Enter/edit Prompts .. 106 Enter/edit Generic 109 Enter/Edit Quick Orders .. 117 Enter/Edit Order Sets .. 131 Enter/Edit Actions .. 133 Enter/Edit Order Menus .. 134 Assign Primary Order Menu .. 140 Convert Protocols .. 141 Search/Replace Components .. 142 List Primary Order 143 9. Patient and Team Lists .. 144 Patient Selection Preference management Menu.

8 147 10. Print Formats .. 148 11. Print/Report Parameters .. 156 12. Release/Delete Delayed Orders .. 166 C. CPRS Configuration (IRM) .. 167 1. Order Check Expert System .. 168 2. ORMTIME and Job Tasking .. 174 ORMTIME Main Menu [ORMTIME MAIN] .. 174 3. CPRS Clean-up 176 4. General Parameter Tools .. 179 Disabling Ordering per User .. 182 D. Other CPRS Configuration .. 185 List Manager Terminal Setup .. 185 Nature of Order File .. 186 Workstation Hardware .. 188 Local Area Networks .. 188 IV. Set-Up for Other CPRS Packages ..190 Parameters for Packages Related to CPRS .. 190 A. Adverse Reaction Tracking (ART) .. 194 B. Patient Movement .. 195 C. Consult/Request Tracking.

9 197 Sample Hierarchy .. 198 Computerized Patient Record System (CPRS) vii June 2021 Setup Guide Consults Install, Planning, and Implementation Checklist .. 199 IMPLEMENTATION AND MAINTENANCE (Abbreviated guidelines) .. 201 Multi-Site .. 203 D. Dietetics .. 204 E. Health Summary .. 205 F. Laboratory .. 206 Lab Site parameters set within 206 Inpt Lab Order/Result Search Range .. 207 Lab Site parameters set within Lab .. 208 Lab Patch LR* *121 .. 209 G. Pharmacy Packages .. 215 G-1. Pharmacy Data management (PDM) .. 215 G-2. Outpatient Pharmacy Setup .. 216 G-3. Inpatient 218 Inpatient Medications 218 Inpatient Medications Options .. 221 Inpatient Medications Security Keys.

10 221 Auto-Discontinue Setup .. 221 Medication Administration Setup .. 222 IV Setup .. 222 Site Parameters (IV) [PSJI SITE PARAMETERS] .. 223 Unit Dose Setup .. 223 Menus and Security Keys .. 223 Files Needed to Run Unit Dose .. 224 H. Problem List .. 225 I. Radiology/Nuclear Medicine .. 226 J. Text Integration Utilities (TIU) .. 227 V. Troubleshooting ..232 VI. Glossary ..239 VA and VISTA Acronyms .. 245 Appendix A: Order Set Examples ..251 Computerized Patient Record System (CPRS) 1 October 2019 Setup Guide I. Introduction Purpose of CPRS Setup Guide This Guide is directed towards staff in IRMS and Clinical Coordinators who will be implementing the CPRS package for their local medical center.