Training Course - Practice Setup and Configuration
See attachments for videos and transcript for each of the following:
1) SETUP AND CONFIGURATION INTRODUCTION
2) NOTE SELECTION
3) EMR PREFERENCES
4) USER PERMISSIONS
5) PRACTICE SETTINGS
6) SUPERVISING PROVIDERS
Training Course Plan
Domain:
CLINICAL
Topic/Course Name:
SETUP AND CONFIGURATION
Date:
March 2020
Domain Specific Why Optimize? Intro:
These series of videos will take the user through the many modules of clinical settings, permissions, and configuration of modules specific to the practice and individual user
Context Domain -How does this course fit into domain optimization?:
Optimization of the charting process relies on full setup, configuration, and customization of the clinical modules.
Context Practice - How does this domain fit into a whole practice optimization?:
All the modules of setup and configuration related to permissions, note selection, practice and user settings will be covered in a series of training videos
Primary Audience - Who is the intended audience? Secondary Audience - How other practice stakeholders might benefit from taking this course?:
The primary focus will be the provider as an individual user, and the practice. Secondary audience would be all ancillary staff that work in the note documentation.
Prerequisite Knowledge - Is there any prerequisite knowledge required to comprehend this course?:
Medical professional with knowledge of charting patient encounters
Prerequisite Setup & Config - Are there any prior enrollment, setup or config tasks needed to get the full benefit of this course:
User should already access to, and basic understanding of the WRS platform in order to navigate to the indicated modules for setting up permissions and settings
Workflow (Procedural Information (steps to complete the task, include tips and techniques):
Introduction: overview of the modules that should have setup, configurations, permissions, customization addressed prior to note documentation Selecting note types and default note EMR Preferences, navigation through the note User Permissions, user specific permissions for clinical modules Practice Settings, setup of practice specific clinical modules Supervising Providers, assigning supervisors based on clinical modules
FAQ:
User Outcomes (Describe what the participant will be able to do after completing the session):
By using the settings, configurations, permissions created primarily: the User will be able to successfully navigate through a note and document the pertinent areas of the encounter with little additional programming.
Optimization Results - How do we measure success? What does (domain) optimization look like?:
All areas of setup, configuration, permissions, base customization are completed and the user can navigate the note documentation process without roadblocks or additional programming.
Next Steps Other courses, references, suggestions:
The base note documentation training, and then specialty note pages and workflows, if needed.