Session 3:  Patient Chart Manager
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Goal:  An overview of the basic functions of the PCM chart. In addition to review the use of the types of documents that can be created as text documents with pick lists, auto-fill features, and/or macros, so that you may begin gathering ideas for text templates.

 

Online Video Tutorials:

  Telephone Training Topics:
1.  PCM:  Chart Overview Part 1. 1.  Checklist from Session 2.
2.  PCM:  Chart Overview Part 2. 2.  Reviewing forms that have been gathered.
3.  PCM:  Text vs. Pen Document Comparison. 3.  Creating forms in WORD.
4.  PCM:  Text Document Overview 4.  Using existing WORD documents.
5.  PCM: Attaching / Editing Text Documents 5.  Limitation of special formatting or fields that will copy.

 

Topics To Discuss: Online Documentation:

• Checklist from Session 2

• Reviewing forms that have been gathered

• Creating forms in WORD

• Using existing WORD documents

• Limitation of special formatting or fields that will copy

• Chart Overview – Chapter 21

• Document Comparison – Appendix F [needs updated]

• Text Document Overview – Chapter 5 and Chapter 34

 

 

 

Provider & Non-Provider Template Ideas

Provider

  • Progress Notes

  • Flow Sheets

  • Op Reports

  • Referring MD Letters

 

 

Non-Provider

  • Return to Work/School

  • Collection Letter

  • Pathology Log

  • Phone Messages

  • Dismissal Letter

  • Surgery Scheduling Worksheet

Example of Text Documents for Providers:

#1:  Progress Note

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#2:  History & Physical

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Examples of Non-Provider Text Templates:

#1:  Patient Phone Message

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#2:  Surgery Schedule Checklist

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Check List:

 

CONFIRM

 

ITEMS

 

COMPLETED

 

Tasks to complete before Session 4 phone meeting with trainer:

View the following Training Videos:

  1. Determine which of your ‘current’ forms would be appropriate as ‘TEXT’ type templates.

  2. Create at least 2 templates in WORD (NOTE: Pick Lists, data base tables and auto-fill features will be added when the document is copied to PCM. In the WORD document, note where these items will be located, for example **Pt Name**)