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Computerized Patient Record System (CPRS) Setup Guide

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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 Project Technical Date Patch Page Change Manager Writer 6/17/2021 OR*3*0*547 30 Added row to GUI Parameters SHRPE SHRPE Menu Options for OTH: GUI Add/Edit Local Message for OTH Button. Added Subsection for GUI 37-38 Add/Edit Local Message for OTH Button 10/16/2019 OR*3.0*397 All Added Revision dated REDACTED REDACTED 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). 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 REDACTED REDACTED 79, Duplicate Drug Class to 81, Duplicate Drug Therapy. 82, 93, 01/25/2007 OR*3.0*245 123 – Added information about the REDACTED REDACTED 125 new option, ORCM QUICK ORDERS BY USER 11/27/06 OR*3.0*242 182 Added information about the REDACTED REDACTED new way to edit items for the Nature of Order file. 12/30/04 36 Added new information about REDACTED REDACTED document templates. Computerized Patient Record System (CPRS) ii June 2021 Setup Guide Project Technical Date Patch Page Change Manager 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) 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, 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 1/15/99 157 Added hardware recommendations 3/22/99 32, Corrected info about adding 109 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) iii June 2021 Setup Guide Project Technical Date Patch Page Change Manager 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. 6/28/2000 4, 5, Changed references to drug- 61- drug interaction to Critical Drug 62, Interaction and added 64, information about a new order 66, check: Significant drug 67, interaction 78 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) iv June 2021 Setup Guide 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 Computerized Patient Record System (CPRS) v June 2021 Setup Guide Copying Template Text .......................................................................................................... 56 Template Fields ................................................................................................................. 57 Using the Template Field Editor ............................................................................................ 58 Inserting Template Fields into a Template ............................................................................. 60 5. Miscellaneous Parameters .................................................................................................. 61 6. Notifications .....................................................................................................................
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