Centriq Common Features

This page covers the following topics:

Using Date and Time fields

To allow for easy entry of date and time information, the application utilizes calendar and clock widgets. These widgets are available for date and time fields throughout the application. For any date or time field, you will see one of the following buttons. By clicking the button, you will bring up the calendar or time picker so that you can select the appropriate date or time.

	Click the calendar button to display the calendar. Use the single arrows to navigate to the next/previous month. Use the double arrows to navigate to the next/previous 3 month period. To select and enter the date, click on the desired date on the calendar. The selected date is displayed in the date field.
	Click the clock button to display the Time Picker. Click the desired time to select it for the time field. You can modify the time minutes after it is displayed in the time field by highlighting the minutes (00) and then typing the new numbers.

Alert to missing information

Required fields are indicated by an asterisk (*) next to the field name. If you attempt to save a screen and required information is missing, the page does not save and the field is highlighted in red. For most missing information, red text will provide a note alerting you to the missing information.

Changing Locations

From the Main page, you can view the username and the location you are working in the topmost green bar. The location is underlined and provides a link to a list of other available locations. Click this link to display the list of locations. Then, select the desired location from the list to switch to that location. The currently-selected company is always displayed in the header bar. Usernames and passwords are applicable to all companies, i.e., a user won't have separate usernames/passwords for each company. The company location can also be selected during login using the Company field.

Selecting Patients

When accessing different functions from the Main page, select the desired patient first. Then, you can select the desired functionality buttons without having to re-select the patient. If you access an area of the application (that requires a selected patient) before selecting a patient, you will be directed to the Patient Visit Search box.

Important Note: Sometimes, the patient may have multiple active visits available in the list. This happens when the patient was an ED patient and was transferred to the Hospital. Please use care when selecting patients for documentation to ensure that the appropriate visit is selected. If he wrong visit is selected and documented on, you will have to remove the first entry as erroneous and re-enter the information on the correct visit.

To select a patient

From the Main page, click Select to display the Patient Visit Search box.

From this box, you can scan the patient's BCMA wristband (if available) to quickly locate and select the appropriate patient. Otherwise, follow the instructions in steps 2-5.
Begin typing the patient information in the blank field. You can type letters or numbers. The search displays matches found in the patient first name, last name, date of birth, social security number, medical record number, and previous first, last name, or medical record number, if applicable. A list of possible matches appears as you type. You can continue typing to narrow down the list.

The results list displays only the last ten visits for a patient initially. Use the page navigation controls to view additional visits on separate pages. (These controls display only if the patient has more than ten visits.) To change the default number of visits that display on each page, go to Maintenance > General > Patient Chart section and click the Edit button for Patient Search Paging.
After a patient is selected, upon beginning a new search, the Patient Visit Search window loads only the name, SSN, and birth date of the most recently selected patient, not the visit details. To re-load visit details for the same patient, press <Enter> (or click Select). To search for a different patient, begin typing that patient's name, SSN, or birth date.

Highlight and click the desired patient. The patient name is displayed in the search field and available visits are displayed in the window.
Click the desired visit to select it.
Click Select. The selected patient information is displayed at the top of the screen. Now you can select the desired button from the Main page to navigate to the selected patient's information.

To clear a patient

To clear a patient so that you can select a different patient, click Clear. The patient information is cleared. Click Select and repeat the steps in To select a patient to select a new patient.

Using the Log Out function/To change your password

The Log Out function on the main screen is used to log the current user out of the system. To log off, click Log Out. The current user is logged out and the user name and password box is displayed.

If you wish to change your password, click the Change Password tab located at the bottom of the user name and password box. In the fields displayed, enter your current User Name, Current Password, New Password, and Confirm New Password. (Note: In the Confirm New Password box, enter the new password again to ensure that it has been entered correctly.) Then, click Submit to save changes.

Using the About option

From the Main landing page, click the About menu option to display the details about the current version of the application and the related company details. Click Back to Main to return to the main landing page.

Using the Shortcut Tabs

From most patient pages within the Hospital system, you can quickly access several functions using the tabs located in the upper right corner of the page. The tabs are Search, Demographics, and Allergy.

Click this tab to display the Patient Search box. See Selecting Patients for additional details on using this box.

Demographics

Click this tab to display/modify patient information such as code status, reason for visit, address, phone, physicians, advanced directives, organ donor, living will, Vaccine for Children, and primary contact information. Click in the desired field to make changes. Then, click Save and Close to save changes. (Note: This tab also contains input fields used for Hospital Meaningful Use.)

Allergy

Click this tab to display the Allergy page, where you can add or modify the allergy information. (See Allergy List for details.) The text on this tab and a colored icon indicate the patient's current allergy status. You will see one of the following statuses on the Allergy tab:

Using the Search Boxes

In Centriq, many fields are equipped with expanded search capabilities. From the blank search field, begin typing the item you are looking for. As you type, matches to the typed text are displayed in the drop-down list with the closest matches appearing at the top of the list. Click on an item in the drop-down list to select it. Type as much of the selection as possible to narrow down available options.

TIP: Type the % sign + [any text] in a lookup field to return options in the list that contain the string of characters that have been entered after the % sign.

Patient Alerts

When Clinical Decision Support (CDS) alerts are present, you will see the alert icon, . This icon is displayed in various locations to alert the user to existing alerts. Primarily, you will see this alert in the following areas:

In the patient header next to the patient's name (when a patient has been selected).
On the Main page by the patient selector (when a patient has been selected).
On the Work Center button of the landing page if any alert exists (when a patient has been selected).
On the Provider Center button of the landing page if any alert exists (when any patient has been selected).
In the patient header of all the Clinic screens (when a patient has been selected).
On the patient list in the Work Center for patients with pending alerts.
On the patient list in the Provider Center for patients with pending alerts.
On the eMAR when medication conflicts are present.

Alerts are displayed next to the patient name only if the alert is associated to the currently selected visit. If the user is on a visit specific screen, the alert is displayed if the alert exists in the current visit. If the user is on an MR/MPI specific screen, the alert is displayed if the alert exists in any of the visits.

Emergency Access

If required, the Emergency Access button located at the bottom of the Main page can be used to access a patient record, when a user does not have access. This allows the user to temporarily access a patient's record in an emergency when the user does not normally have security access. When this button is accessed, the user is required to enter their credentials and a reason for accessing the patient's record. Accessing records this way is tracked and monitored in the Audit Log, which is available from the Reports page.

Automatic Time-out Process

The Hospital module is equipped with a system time-out notification when the user has been inactive after a period of time. The time-out notification is displayed x minutes before the automatic time-out, where x is defined in the Unified System Configuration file (healthland.config). When the time-out notification is displayed, the user can select Extend Session or Ok. The Extend Session selection extends the session until another period of inactivity, and the Ok selection logs the user out. If there is no selection and the "time-out" period elapses, a Session Expired message is displayed and the user is required to log in again.

Toggle to other applications

From the Hospital main page, you have access to the ED main page, as well as other applications. Click the desired link (e.g., Emergency Department, Hospital) at the top of the page to toggle to different applications. The selected application's Main page is displayed.

Positive ID Checking

The Hospital module is equipped with an option security option, positive identification checking (3rd party source Imprivata) for certain actions taken with medication orders. When these actions are taken, a dialog box is presented asking the user to verify themselves via password. If the user is not the same as the logged in user, a message is displayed indicating that the action cannot be processed. You will notice this feature any place where a medication order is being entered or altered. The audit trail for this functionality is contained in the Audit Log. Setup is required to turn on this feature in User Administration. Go to the System Parameter window and check Enable PositiveId at system level. In addition, setup is required if this feature is implemented at the department level in the Department Master. For additional questions, contact Healthland Support or your Account Manager.

Quick View

The Quick View provides a summary view of clinical data from multiple locations throughout the applications. Now, from the header of patient-specific pages, you can click the Quick View icon, a green arrow button, located next to the patient name to display the Quick View. The Quick View contains important information from all areas of the patient chart, including Demographics, Code Status, Problem List, Medications, Allergies, History, Vital Signs, and Lab Results, as well as the patient's patient portal status. You can click on the section headers to go directly to that page in the application. When large amounts of data are present in a section, you will see an Expand option located in the section header. Click the Expand button to expand that section to reveal additional information.

In addition, you can create a read-only view in a separate window by clicking the Read-Only button. This allows you to keep a copy of the Quick View open while you navigate to other areas of the patient record.

The Quick View information can also be sent to the Patient Portal. To send the information to the Patient Portal, click the Send to Portal button. This sends the patient data to the portal so that it can be viewed by the patient. Once you click this button, a message box is displayed indicating the process of sending he data to the portal. Once the process has completed, the message box refreshes and includes all of the information regarding the data that was selected and sent, including a successful send count, an unsuccessful send count, if an unsuccessful sends occurred, data type specific information on the unsuccessful items, and any errors that wee encountered. Security Access is required to grant access or restrict this button. Go to User Administration > Master Files > User Roles and search for "Send to Portal" for the Hospital, ED, and/or Clinic applications. In addition, you can generate a PIN for the patient. To do this, click Generate Portal PIN. This displays a letter with a PIN code that can be printed and given to the patient so that they can register for the patient portal.

Setup Note: If you don't see (or have access to) the Generate Portal PIN button, make sure that you have user security to the button (User Administration > Master Files > User Roles) AND are set up as a clinical user in the InteliChart Practice Portal.

In order to access the Quick View icons the user roles must have security set up in the appropriate Application in User Administration, i.e. Clinic - Quick View, Hospital - Quick View, Emergency Department - Quick View.

Using the SNOMED CT database

HLI (Health Language) is a third party partner that provides us with the database of the SNOMED CT data of codes, terms, and cross-references to CPT codes, ICD-9, and they are maintained by HLI, which is provided by a web service. This database is used throughout the applications when selecting a problem: Problem List, Medical History, and Family History. The Show Details button displays the ICD-9 code, SNOMED CT code, and goals that are associated with the problem.

If at any time, the Health Language (HLI) SNOMED CT database is not accessible (due to the access through the web) or not currently available (set up not completed), a message is displayed to the user: Health Language is currently unavailable. You are able to continue to enter the problem using the ICD9 search.

For the Problem List, when the problem you enter does not contain a SNOMED CT code attached, a message is displayed at the top of the Problem List page indicating that the list includes incomplete problems, along with a question mark icon displayed in front of the incomplete problem item. Once the connection to the SNOMED CT database is restored, the incomplete problems should resolve themselves. However, it may be necessary to come back later and update the problem to ensure that the appropriate SNOMED code is attached to the problem.

There is setup required for this feature in Maintenance > General > Health Language.