Centricity EMR 9.2 Getting Started

Transcription

Electronic Medical Records
(EMR)
Centricity EMR 9.2
----------------
Getting Started
TABLE OF CONTENTS
COURSE OBJECTIVES .............................................................................................................................................. 1
GETTING STARTED .................................................................................................................................................. 2
Logging into Centricity EMR 9.2 ........................................................................................................................ 2
Exiting Centricity EMR 9.2 ................................................................................................................................. 3
Changing your Centricity 9.2 Password ............................................................................................................... 3
Returning to your Desktop ................................................................................................................................... 4
CENTRICITY EMR 9.2 DESKTOP ........................................................................................................................... 5
YOUR DESKTOP’S COMMON FEATURES ........................................................................................................ 5
Title Bar ............................................................................................................................................................... 5
Menu Bar ............................................................................................................................................................. 5
Centricity EMR 9.2 Toolbar ................................................................................................................................ 6
Today’s Appointments on your Centricity EMR 9.2 Desktop Summary ............................................................. 7
The Desktop Summary’s Right Windowpane – Alerts and Flags ........................................................................7
The Desktop Summary’s Right Windowpane – Documents ................................................................................ 8
Document Status Classifications .......................................................................................................................... 8
Care Alerts and Flags ................................................................................................................................................ 9
Viewing Care Alerts and Flags ............................................................................................................................ 9
The Alerts/Flags Tab .......................................................................................................................................... 10
Viewing Alerts and Flags of Other Centricity Users.......................................................................................... 10
The Alerts/Flags Toolbar ................................................................................................................................... 10
Replying to an Alert or Flag............................................................................................................................... 10
Forwarding an Alert or Flag ............................................................................................................................... 11
Removing Alerts and Flags ................................................................................................................................ 11
Hiding Alerts and Flags ..................................................................................................................................... 11
Retrieving Hidden and Removed Care Alerts .................................................................................................... 11
Creating a Flag ................................................................................................................................................... 12
Creating a Care Alert or Popup .......................................................................................................................... 13
Converting an Alert or Flag to a Document ....................................................................................................... 14
Disabling Popups ............................................................................................................................................... 14
Restoring Popups ............................................................................................................................................... 14
Desktop Documents ................................................................................................................................................ 15
Documents on the Desktop Summary ................................................................................................................ 15
Viewing Your Documents on the Documents Tab............................................................................................. 15
The Full Document Viewer and Attachments .................................................................................................... 16
Viewing Documents on another Centricity User’s Desktop .............................................................................. 16
The Out of Office Assistant .................................................................................................................................... 17
Activating the Out of Office Assistant ............................................................................................................... 17
Turning off the Out of Office Assistant ............................................................................................................. 17
CHART NAVIGATION AND LAYOUT ................................................................................................................ 18
Finding a Patient Chart ...................................................................................................................................... 18
Returning to a Patient Chart ............................................................................................................................... 19
Opening a Chart from your Centricity EMR 9.2 Desktop.................................................................................. 19
The Patient Chart ............................................................................................................................................... 19
The Summary Tab .............................................................................................................................................. 20
The History Tab ................................................................................................................................................. 21
Michigan State University EMR
Rev. Date: 12/8/2010
The Problems Tab .............................................................................................................................................. 21
The Medications Tab ......................................................................................................................................... 22
The Alerts/Flags Tab .......................................................................................................................................... 23
The Flowsheet Tab ............................................................................................................................................. 25
Documents ......................................................................................................................................................... 26
Printing Chart Documents ........................................................................................................................................... 27
Printing the Chart Summary............................................................................................................................... 27
Printing a Specific Chart Document................................................................................................................... 28
Printing Tip ........................................................................................................................................................ 28
Viewing Appointments ................................................................................................................................................ 29
Appointment Books ........................................................................................................................................... 29
Working in the Appointment Book .................................................................................................................... 30
GETTING HELP ........................................................................................................................................................ 31
Centricity EMR 9.2 Help Online........................................................................................................................ 31
EMR Implementation Team ............................................................................................................................... 31
HealthTeam Information Technology ................................................................................................................ 31
Rev. Date: 12/8/2010
COURSE OBJECTIVES
After completing this training session, participants should be able to:

Log into Centricity EMR 9.2

Identify and understand key elements of your Centricity EMR 9.2 Desktop



o
Toolbars
o
Appointments
o
Care Alerts and Flags
o
Documents
o
Out of Office Assistant
Locate and navigate to patient charts
o
From your Desktop (via a Care Alert, Flag and Document)
o
Using the Find Patient utility
o
Via an appointment in a clinician’s Appointment Book
Understand the basic structure and components of patient charts in Centricity EMR 9.2
o
Histories and Flowsheet Views
o
Problems
o
Medications
o
Allergies and Adverse Reactions
o
Advanced Directives and Care Alerts
o
Documents
View Appointment Books of HealthTeam Centricity EMR users in your department/clinic
1
GETTING STARTED
Before you can begin a Centricity EMR 9.2 session, you will need to first log into the HealthTeam network. The
User ID and password that you use for logging into the HealthTeam network will vary, depending on your location
and the device you are using; however, you will always use your unique Centricity EMR User ID and password to
log into Centricity EMR 9.2. If you have difficulty logging into either the HealthTeam network or Centricity, call
the Health Information Technology (HIT) Help line at (517) 355-6531.
Logging into Centricity EMR 9.2
1.
With a network connection established, double-click on the Centricity EMR 9.2 icon on your
computer Desktop. The Centricity EMR 9.2 icon has a white background, with a blue picture of a
woman and child on it text “Centricity EMR” directly below.
2.
The login screen opens, where you will enter your Centricity EMR User ID and password. Your Centricity EMR
ID typically consists of the first 6 letters of your last name, followed by the first 2 letters of your first name.
3.
Type your password in the Password field.
4.
Tab to the Location of Care field, or click directly in that field. The system authenticates your ID and
password, then provides the Location options to which you have EMR access privileges. Select the appropriate
Location of Care for your current working session. If you work in more than one HealthTeam location, be sure
to verify that the correct Location is selected each time you log in.
TIP: If your password becomes highlighted in blue after you’ve tabbed to the Location of Care field, you have
entered it incorrectly.
5.
Click OK , or use the [Enter] key of your keyboard.
Enter your User ID
and Password, then
select the appropriate
Location of Care.
NOTE
You must enter both your User ID and password correctly before you are given Location of Care options. Once
your ID and password have been authenticated, the Locations of Care for which you have access rights become
available. At that point, be sure to select the Location of Care appropriate for the current work session.
2
Exiting Centricity EMR 9.2
On the far right side of the Centricity EMR 9.2 toolbar is the Exit button. When you are done working in Centricity
EMR, click the red Exit button to log out. This logs you out of the EMR and takes you back to the login screen. To
complete the logout process entirely, click the “X” in the upper right corner of the login screen.
SECURITY
Do not ‘minimize’ your Centricity session when walking away from the computer. Either lock the screen
by using the Exit button, or log out entirely. Turning off the power to your computer monitor does not
meet security and confidentiality standards, either.
Also use the Exit button if you want to keep your Centricity EMR session active, but need to be away from your
computer temporarily. Clicking the Exit button locks the screen, therein prohibiting unauthorized access to the
system. This protects your own Centricity EMR identity, while at the same time safeguards the confidentiality of
HealthTeam patients.
Changing your Centricity 9.2 Password
For security purposes, occasionally you may be required to change your password. When doing so, the new
password must not closely resemble your name or your Centricity EMR User ID.
1.
With a session active, click the Exit button, located on the far right side of the Centricity EMR toolbar.
2.
Click the New Password… button.
3.
Enter your existing password in
the Current Password field.
4.
In the New Password field, type
the password that you want to use
from this point forward.
5.
Type the new password once
again in the Confirm New
Password field.
6.
Click OK .
7.
Click OK again to return to your
Centricity EMR Desktop, or click
Exit to close out of the program.
3
Returning to your Desktop
If you lock the screen by clicking the Exit button during an active Centricity EMR 9.2 session, then want to return to
that session, first verify that your Centricity EMR ID appears in the
User ID field, then type your password in the Password field. Click
OK , and the program will open to your Desktop or a particular
patient’s chart, depending on where you had been in the program
when you initially exited, and if there is a checkmark () in the
Return to [xxx] field.
PASSWORD POINTERS
 Your password must contain both numbers and letters, and be eight or more characters in length.
 Centricity EMR 9.2 passwords are case-sensitive, so pay close attention to your use of upper- and
lower-case letters.
 When changing your password, the new one must be different from your four most recently-used
passwords.
4
CENTRICITY EMR 9.2 DESKTOP
YOUR DESKTOP’S COMMON FEATURES
Your Desktop Summary is the first screen you see when beginning a Centricity EMR 9.2 session. At the top of the
screen is the Title bar, in blue. Beneath the Title bar is a menu bar, and directly below that is the Centricity EMR
9.2 toolbar. Use the menus and toolbars to quickly navigate the various screens and their components.
Title Bar
Menu Bar
Toolbar
The Centricity EMR 9.2 Desktop Summary
Title Bar
The Title Bar displays your name and location, as well as the current date and time. Before documenting patient
information, make sure that your name appears in the title bar, and not that of a colleague. If another name appears
in the title bar, click the Exit button, then log in using your own Centricity EMR User ID and password. Also, if you
work in more than one HealthTeam location, make sure that the location displayed in the title bar is appropriate for
your current session. If it is not, click the Exit button, then log back in under the Location of Care.
Menu Bar
The Menu Bar offers several functions throughout Centricity EMR 9.2, and the
options in the menus vary, depending on the where you are at in the program.
A few of the options available in the various menus are:
Actions | Find Patient… Ctrl + F
Options | Quick Text…
Help | Help on this Screen F1
Actions | Alerts/Flags
Options | Display…
Help | What’s New
Options | Out of Office Assistant…
Help | Centricity Library
Ctrl + P
Actions | Print… Ctrl + P
5
Centricity EMR 9.2 Toolbar
Use the toolbar to move from one area of Centricity EMR 9.2 to another. The most frequently used buttons on the
toolbar are displayed below.
The Desktop button; click this to return to your Centricity EMR 9.2 Desktop, where you can
view your Flags, Documents, or Appointments.
The Chart button allows easy access to patient charts.

If you’ve not yet viewed a patient chart in your current EMR session, the Find Patient
window opens when you click the Chart button.

If you’ve already been in one or more patient charts during the session, clicking the
Chart button returns you to the patient’s chart you were last in.

Click the  to see a list of your ten most recently-visited patient charts.
Click the Appts button to navigate to the full Appointments window, where you can view
multiple books concurrently, an entire week’s worth of appointments for a specific book, etc.
Use the New button to begin a new Care Alert or Flag.
(Care Alerts and Flags allow for communication between HealthTeam Centricity EMR users, in
a secure environment).
Print the day’s appointments, Flags, and other documents using the Print button. The options in
the Print window vary, depending on the window you are in, and the object you have selected,
when you click the Print button.
Use the Help button to access the online Centricity EMR 9.2 Help utility.
Click the Exit button to end your Centricity EMR 9.2 session, or to temporarily lock the screen.
TIP
Think of your Centricity EMR 9.2 Desktop as home base. Then, if you become disoriented while
working in the program, just click on the toolbar’s Desktop button to return to home base (your Centricity
EMR Desktop), readjust to the Centricity EMR environment, then continue your session.
6
Today’s Appointments on your Centricity EMR 9.2 Desktop Summary
If you are a scheduling Provider, your Appointments are displayed in the left column of your Desktop Summary.

Open the patient’s chart directly from the Appointments
section of your Desktop by double-clicking on that
patient’s name. See the reason for the patient’s visit by
single-clicking on the patient’s name in the Appointment
area, then clicking the View Details button.

Use the up and down arrows in the upper left corner of
the Appointments windowpane to change the time
increment displayed (15 minute intervals, 20 minute
intervals, etc.).

A  black dot appears in front of a patient’s name in
Double-click on an appointment to
go directly to that patient’s chart.
your list of Appointments when that patient is ‘arrived’
in your clinic.
You can get a better look at your Appointments, or those of other Providers in your clinic, by clicking
the Appointments button on the Centricity EMR toolbar. Using the Appointments feature is discussed
in more detail later in this documentation. (See Viewing Appointments, page 29.)
NOTE: The Appointments appearing in Centricity EMR 9.2 are driven by what is scheduled in Centricity Business;
you cannot add, alter, or remove scheduled appointments directly from within the EMR.
The Desktop Summary’s Right Windowpane – Alerts and Flags
The upper right portion of your Desktop Summary page provides you with a glimpse of your Care Alerts and Flags,
which are messages, much like email, sent between you and other HealthTeam Centricity EMR users. Alerts and
Flags that you have not yet viewed are displayed in bold font, and those that you create and save as a reminder to
yourself appear in italics.
See Care Alerts and Flags (page 9), to learn how to use these tools to enhance your Centricity EMR 9.2 experience
and facilitate communication in your clinic and HealthTeam-wide.
Use the buttons to work with your
Alerts and Flags on your Desktop.
Double-click on a specific Alert or
Flag to view it in its entirety.
Care Alerts have a red “+” in front of them. Care Alerts and Flags can be prioritized as
Normal, Important, or Urgent.
7
The Desktop Summary’s Right Windowpane – Documents
The lower right portion of your Desktop Summary page is devoted to patient-specific Documents. A few examples
of documents are lab reports, transcription, phone notes, and office visits.
Desktop tools help you manage your documents.
Click on a column header to sort
Documents using different criteria.
A red ! indicates that a document
requires your immediate attention.
The document status appears in the
far left column; a pencil means that
a document needs to be signed.
By default, documents on your Desktop are sorted first by Priority, placing those that are urgent at the top of the list.
However, you can change the order in which they appear by clicking on any given column’s heading. The
illustration above has documents sorted by date; hence, a small, grey arrow () appears in the Date column header.
You can Open, Append, Route or Remove a Document from your Centricity EMR Desktop; use caution, though,
when removing Documents, especially if they still require your attention!
Document Status Classifications
The status of a document tells users at what juncture of processing that particular document is at any given time.
Status
Meaning
In Progress
A Centricity EMR user is working in the document. Other users should not open the document until
it is no longer considered In Progress.
On Hold
The document - a chart update - is waiting to be completed and signed. Example: a nurse begins
documenting an office note, then routes the note to the Desktop of the Provider seeing the
patient. When the document arrives on the Physician’s Desktop, it should be marked On Hold.
Unsigned
A document that has been imported, such as a transcription or lab result, has yet to be signed by
its Responsible Provider or a different, appointed Centricity EMR user.
Signed
The document has been signed by a Centricity EMR user and is a permanent part of the patient’s chart.
Signed
A preliminary signature has been applied to the document, but a final signature is still needed. This
designation is commonly associated with documentation done by Resident Physicians and Physician
Assistants.
Deciphering the Document Status
TIP
While the Documents Summary tab lets you see appointments, flags and documents in a single glance,
use the full Appointments, Alerts/Flags, and Document Windows to get a comprehensive view of their
respective components. This is especially important in clinics where the Comments field is used
extensively during the document routing process.
8
CARE ALERTS AND FLAGS
Care Alerts and Flags are much like email, but they are maintained within the confines of Centricity EMR 9.2, so
you can use them to communicate patient information with your colleagues in a secure, confidential environment.
You can send Alerts and Flags to, and receive them from, anyone in the HealthTeam who has a Centricity EMR
account. Alerts and Flags can be easily replied to, or forwarded to, other Centricity EMR users, as well.
Viewing Care Alerts and Flags
To view an Alert or Flag on your Desktop Summary, double-click directly on it; a split window opens, with your
Alerts and Flags and their properties listed in the top, and the content of the selected message revealed down below.

If the Flag that you double-click on is
attached to your Desktop, the View Flags
window opens in the foreground, with your
Desktop in the background.

If you double-click on an Alert or Flag that is
attached to a patient’s chart, the View
Alerts/Flags window opens, with the
patient’s chart in the background. Only
Alerts and Flags attached to that patient’s
chart are displayed.

A Care Alert attached to a patient’s appointment will open with that appointment in the foreground, and the
scheduling provider’s Appointment book in the background.
This Care Alert is attached to an
appointment for Walter Caldwell, scheduled
to be seen by Dr. Winston. When you
double-click on the Alert from you
Desktop, you are taken to Dr. Winston’s
Appointment book, opened to the day of
Walter Caldwell’s appointment, with that
appointment outlined in yellow.
9
The Alerts/Flags Tab
To get the most comprehensive view of your Care Alerts and Flags, and to access those of other HealthTeam
Centricity EMR users, click on the Alerts/Flags tab of your Centricity EMR 9.2 Desktop. There you will be able to
see a list of your Alerts and Flags in the upper portion of the windowpane, and the content of the selected Alert or
Flag in the lower windowpane.
Viewing Alerts and Flags of other Centricity Users
On the Alerts/Flags tab or your Centricity EMR 9.2 Desktop you can view the
Alerts and Flags sent to other individuals and generic accounts in your clinic.
Use the dropdown arrow to locate and select the User ID whose Alerts and
Flags you wish to view. Alternatively, use the Binoculars to launch a full
Centricity EMR search.
NOTE: Since you can read the Alerts and Flags of other Centricity EMR users,
keep in mind that others can read your Alerts and Flags, as well. You
should not include information in an Alert or Flag that you would not
want others to see.
The Alerts/Flags Toolbar
Use the various toolbar buttons of the Alerts/Flags
toolbar to Reply to, Forward, Convert, Remove, or
Hide an Alert or Flag.
Replying to an Alert or Flag
To reply to an Alert or Flag that is currently selected, click the Reply button. This causes the Reply to
Alert/Flag window to open, where you can type your response, then send it back to the message’s original
sender.
If you want to keep a copy of the Alert or Flag on your Desktop even after you have replied to it, route it back to
your Desktop when initially replying; otherwise, it is automatically removed from your Desktop. To do so, use the
dropdown arrow by the To field to locate and select your own Centricity EMR ID, near the very top of that list.
10
Forwarding an Alert or Flag
Forward an Alert or Flag to another HealthTeam Centricity EMR user by clicking directly on the
message, then clicking the Forward button. Select the person(s) to whom you are forwarding the Alert or
Flag from the dropdown list of the To field, or use the Binoculars to locate and select someone else.
Removing Alerts and Flags
Once you have read an Alert or Flag and no longer need it, you delete it by first selecting that message,
then clicking the Remove button.
Hiding Alerts
Clicking the Hide button, on the far right side of the Alerts/Flags toolbar, removes the selected Care Alert
from your Desktop, but preserves it in the patient’s chart.
Retrieving Care Alerts and Flags
You can view hidden Care Alerts and removed Care Alerts and Flags while working on your Desktop Alerts/Flags
window. Click the Organize button, located on the far right side of the Alerts/Flags toolbar. This opens the
Organize Alerts/Flags window. Check  View removed alerts/flags to view those messages which have been
removed for less than 30 days. Check  View hidden care alerts to see such messages hidden from your Desktop,
but not actually removed from patient charts. Make other adjustments to how you view Alerts and Flags, if desired,
then click OK .
Organize Options
The options available in the Organize window vary, depending on where you are at in Centricity EMR 9.2 when you
click the Organize button. If you do not see the option to  View hidden care alerts, you were probably in a
patient’s chart when you clicked Organize.
NOTE
Care Alerts and Flags are only temporary and are not to be used to record information that should be
part of that patient’s permanent medical record. If the content of a Care Alert or Flag needs to be
saved in the patient’s chart, use the Convert tool to convert the Care Alert to a Phone Note or other
document type that can then be signed and saved in the patient’s Centricity EMR 9.2 chart.
11
Creating a Flag
1.
To create a new Flag, click the New button of
the Centricity EMR 9.2 toolbar.
2.
Designate the recipient(s) in the To User field
by using either the dropdown list or the Binoculars. By default, the dropdown list is comprised of the other
individuals in your clinic. Also, at the top of the list you will see the names of those
to whom you have recently sent either a Flag or other document.
a.
If the intended recipient’s name does not appear in the dropdown list of the To User field, click the
Binoculars button.
b.
Either scroll through the list of Centricity
EMR users on the Browse page, or go to the
Search page and perform a search for the
individual, typing in that person’s last name.
3.
(Optional) If you select a Centricity EMR user to
whom you really don’t want to send the Flag,
select that user’s name in the recipient list, then click the button with the red “x”; this removes that individual
from the recipient list.
4.
Add the pertinent information for the Flag, such as the Priority and Subject, then type the message itself in the
lower portion of the screen.
5.
Click Send , and the Flag is routed to the Desktop of the designated recipient(s).
Select the Flag’s
intended recipient(s).
The content of your
message goes here.
Set the desired
properties,
including a Start
and/or Expiration
date, when
applicable.
Enter something
brief in the Subject
field.
Send the Flag to the
designated recipient(s),
or Save as Draft to your
Desktop.
TIP
A Flag directly related to a specific patient can be attached to that patient’s chart. When opened, a Flag
attached to a chart opens in the foreground, with the patient’s chart opened in the background.
12
Creating a Care Alert or Popup
Creating a Care Alert or Popup in Centricity EMR 9.2 is much like creating a Flag; the main difference is that you
must be in the patient’s chart to which you want to attach the Alert or Popup.
1.
In the patient’s chart, click the New button, either on the main Centricity EMR 9.2 toolbar, or on
the toolbar of the Alerts/Flags tab.
2.
Select a Location from the options in the To Location field’s dropdown list. This does not actually send an
Alert to the Desktops of everyone in a specified Location; it only appears on the
patient’s Chart Summary tab when someone with privileges to that Location
accesses that patient’s chart.
3.
In the To User field, indicate if you want to actually send the Alert to the
Desktop of one or more HealthTeam Centricity EMR users.
4.
Set the Priority as is appropriate for the given instance. Priority options are
Normal, Important, and Urgent.
5.
Select the note Type: Care Alert, or Popup.
6.
(Optional) Assign a Start date.
TIP: Combine the Start date feature and the Save function to create a reminder
that appears on your Desktop at a later date
7.
(Optional) Assign an Expiration date.
8.
Attach the Alert or Popup to the Patient’s Chart, Registration, or Appointments.
9.
Type the content in the Message field.
10. Click Send . Or, if you need to stop entering the
Message before having completed it, click
Save as Draft , which will save your work and place
the unfinished Care Alert or Popup to your Desktop.
Popups and Care Alerts can be useful, but they should not be over-used, or HealthTeam Centricity EMR
users may become desensitized to all Popups and Alerts, and miss something critical about a patient’s
medical care.
13
Disabling Popups
At some point, you may want to turn off the Popup functionality. You can do so by checking  Disable popup care
alerts, in a Care Alert Warning window.
Disabling Popups turns off the Popup functionality
for all Popups in HeatlhTeam patient charts to which you
have access – not just in a specific patient’s chart.
Restoring Popups
If you have disabled Popup Care Alerts
and want to re-activate this feature, go to
the Options menu, then select Display…
In Display Options, check  Restore
warning message dialogs, then click OK .
Converting an Alert or Flag to a
Document
If you want the content of an Alert or Flag to be a permanent part of a patient record, convert it to a chart document.
1.
Select the Alert or Flag that you wish to convert to a Document, then click the Convert button.
2.
In the Convert window, select the appropriate Document Type.
3.
If necessary, change the Provider in the Provider field.
4.
Enter a brief description of the message’s content in
the Summary line.
5.
Add additional text in the Note area, if desired.
6.
Click Sign . This applies your electronic signature to
the Document, and saves the document in the patient’s
chart.
14
DESKTOP DOCUMENTS
Documents on the Desktop Summary
Documents routed to you appear on your Centricity EMR 9.2 Desktop Summary. A particular document’s type and
status, your clinic’s workflow and protocols, and your signing privileges determine how you work with that
document. (For more on document status options, see Document Status Classification, page 8.)
Viewing Your Documents on the Documents Tab
While the information visible on your Desktop Summary is useful, you
may find that the assorted views and tools available on the Documents tab
of your Desktop are especially helpful. Click on the Documents tab of
your Centricity EMR Desktop.

A document that is selected in the upper portion of the Documents window is highlighted in blue, its properties
are displayed in the middle of the window, and its content is shown in the lower portion of the window.

A comment is displayed in the Comments field, in the center of the window, when the document to which it is
associated is selected.
Comments are entered when a document is routed. Comments are only visible on your Documents tab, and
they are not saved as part of the document.
The Documents Tab
15

Change the order in which documents are sorted and
displayed by clicking directly on a specific column header.
Example: Click the column header “Status” to sort the
documents by status.

The various types of documents on your
Desktop are shown on the left; click
directly on a specific document type to
filter out all other types. Example:
Click on “Office Visit” to see only the
Office Visit documents on your Desktop.
The Full Document Viewer and Attachments
Use the Full Document Viewer button, located below and to the right of the Comments field of your Documents
window, to view a document and associated
Appends in a separate, scrollable window.
If the document selected has an attachment, use the
Attach button to access that attachment.
Viewing Documents on another Centricity User’s Desktop
To view the documents sent to another individual’s Desktop or a generic
Desktop in your clinic, use the dropdown arrow of the “View documents to”
field. Use the binoculars, just to the right of the dropdown list, to locate a
particular Desktop if it does not appear in the dropdown list.
NOTE

If you apply a filter to view only a particular document type on your Documents tab, be sure to
click on “ All Documents” before moving on to another screen. If you don’t, you may overlook
important documents on your Desktop.

If you view documents on another user’s Desktop, set it back to your own Desktop before moving
on to another area of Centricity EMR.
16
THE OUT OF OFFICE ASSISTANT
When a HealthTeam Centricity EMR user attempts to route a Document, Care Alert, or Flag to another user whose
Out of Office Assistant has been activated, a pop-up box informs
the sender that the intended recipient is not presently monitoring
his or her Desktop. The sender can then elect to route the
Document, Alert or Flag to the originally indicated recipient, or
user the Do Not Route button and determine how best to
handle the communication.
Activating the Out of Office Assistant
Turn on the Out of Office Assistant to let other HealthTeam members know that you are not in the office and
monitoring your Centricity EMR Desktop. However, please note that activating the Out of Office Assistant does not
prevent documents from being electronically routed to your Desktop via an interface, such as Sparrow labs, MSU
Radiology reports, etc.
1.
Logged into Centricity EMR and on your Desktop, go to Options | Out of
Office Assistant…
NOTE: Be sure to start this process while on your Desktop, as it is not
available in the Options menu while in other areas of Centricity EMR.
2.
In the Out of Office Assistant window, click to select “ I am currently out of
the office”.
3.
Type the content you wish to have displayed in the Out
of Office Assistant in the Auto-reply field.
4.
Using the checkboxes in the lower left worner of the
window, indicate if you want Centricity EMR to send
an Out of Office reply when receiving  Documents,
 Alerts/Flags, or both.
5.
Click Ok to save your work, close the Out of Office
Assistant window, and return to your Desktop.
Turning off the Out of Office Assistant
Once you have activated the Out of Office Assistant, the next time
you log into Centricity EMR you will be prompted to either keep
the Assistant activated, or to turn it off. Yes will deactivate this
feature, while No will turn it off.
17
CHART NAVIGATION AND LAYOUT
Finding a Patient Chart
To locate a patient’s Centricity EMR chart, click on the Desktop toolbar’s Chart button; this should
cause the Find Patient window to open. If, however, you have already been in a patient’s chart
during the current session, you may need to click on the Find Patient button of the Charting toolbar,
located on the far left side of that toolbar (from inside another patient chart).
1.
The default search criteria in the Find Patient window is Search by: Name, but you can also
use the dropdown arrow to prompt Centricity EMR to search using other criteria.
2.
Other than when the Search by: Birthdate option has been selected, you can then refine the
criteria further by selecting the Search method most appropriate for that instance.
3.
In the Search for field enter the first few characters of the last name, followed by a comma
and the first few characters of the first name. Next, click the Search button, and all HealthTeam patients who
meet the criteria that you have established will be
listed in the lower portion of the Find Patient screen.
NOTE: Be careful when searching for a patient whose real name includes special characters such as
apostrophes, hyphens or spaces; these are usually - but not always - removed from names when
patients are initially entered in Centricity Business (ex: “Smith-Jones, John” should be entered as
“SmithJones, John”).
4.
Centricity EMR 9.2 provides
information in the Search results
section to help you verify that you
have, in fact, found the correct
individual. Open the patient’s chart
by either double-clicking on the
patient’s name in the Search results,
or click once on the patient’s name
and then click the OK button.
Tip for Keyboard Users: the keyboard combination [Ctrl + F] opens the Find Patient window.
18
Returning to a Patient Chart
Use the dropdown arrow () attached to the Chart button of the Centricity
EMR toolbar to open a patient’s chart in which you’ve worked during a recent
session. Your ten most recently accessed charts are displayed in the list; select
a name from the list, and you’ll be returned to that patient’s chart.
Opening a Chart from your Centricity EMR 9.2 Desktop
Patient-specific documents such as lab results, phone notes and office visits that require your attention are routed to
your Centricity EMR Desktop. When you double-click on one such document, Centricity EMR opens it directly in
the patient’s chart. If you have difficulty double-clicking to open a document, click once directly on that document,
then click the Open button.
Once you have completed working in the patient’s chart, you can return to your
Desktop by clicking on the Desktop button, located on the far left end of the
Centricity EMR toolbar. Or, if you want to locate and navigate to another patient’s
chart, click the Find Patient button to open the Find Patient search utility.
THE PATIENT CHART
The patient banner spans the width of a patient’s chart near the top of the screen,
just below the Centricity EMR toolbar. This banner contains demographical information about the patient whose
chart you are viewing, some of which remains constant from one HealthTeam clinic to another, and some that is
clinic-specific. Furthermore, much of the information entered in Centricity Business drives what is displayed in the
patient banner; as such, if you wish to change something appearing in the banner, it may need to be changed directly
in Centricity Business.
Verify patient information displayed in the banner before making changes in a patient’s EMR chart.
19
The Summary Tab
A patient chart is set up with tabs that define specific areas of the chart, each of which contains important patient
information. The first ‘page’ of the chart is the Summary, where you can view multiple facets of the patient chart in
one screen.
Use the tabs to move
from one area of the
patient’s chart to
another.
A pencil indicates
that there is at least
one unsigned
document in the
chart, even if it isn’t
easily seen in the
Documents list on
the Summary tab.
The Patient’s Summary Tab
Content of the Summary Tab
Problems
Signed Problems on the patient’s active Problem list are displayed; double-click directly on
a problem to see its full details, including associated assessments.
Medications
Signed Medications on the patient’s active Medication list are displayed; double-click
directly on a medication to see its prescribing details, including refills given.
Flowsheet
The flowsheet View displayed on the full Flowsheet tab is shown in brief, with the latest
signed observations included.
Documents
Both signed and unsigned documents in a patient’s chart are listed in the Documents area of
the Summary tab, and they can be sorted by clicking on one of the column headers.
Drug Interactions
Centricity EMR checks for medication interactions, adverse reactions, and contraindications;
if any such issues are detected, an alert icon is displayed on the Summary tab, between the
Medication and Alerts. This display varies by the type of interaction or adverse reaction,
and may also include medication/diagnosis interactions. Hover over the icon to see details.
Allergies
Allergies and Adverse Reactions recorded in the patient’s chart are displayed in the
Allergies section of the Summary tab. Hover the mouse over a particular entry to see details
of that allergy or adverse reaction.
Directives
Signed Directives on the Active Directives list are displayed.
Care Alerts
Care Alerts appear on the patient’s Summary tab; hover over an Alert with the mouse to see
details of that Alert, or double-click to see more on the Alerts/Flags tab. Note: Flags linked
to a patient are not included in the Care Alerts region of the Summary tab.
Registration Notes
Information entered in the patient’s Registration Notes field is displayed.
20
The History Tab
While the information displayed on the Summary page is valuable, much of the time you will find it necessary to see
more detailed information about the patient. The History tab provides space dedicated to the display of narrativetype data, as well as numeric-based data, recorded in the patient’s EMR chart. For example, the illustration here
shows a patient’s Past Medical History, Social History, and Family History. Use the View dropdown list to change
the historic data displayed.
The History Tab
The Problems Tab
On the Problems tab you can see details and assessments of problems recorded in the patient’s chart.

You may choose to view only the patient’s current problems by selecting  Active Only, or to see  All
problems that have been recorded for the patient in the past yet are no longer active. Centricity EMR displays
inactive problems highlighted in gray.

Select a problem, then click the View Problem Details button to see that problem and it’s comments and
assessments in a separate window.

An Alerts/Flags icon, along with respective numbers, appears on the Problem tab when the one or more Alerts
and/or Flags are associated with the patient.

A small Drug interaction display is added to the Problems tab, when applicable.
21

Select a problem from the list in the upper portion of the chart, and its details appear in the lower portion.

Double-clicking directly on a problem in the upper portion of the Problems window opens the Related
Document Viewer window in the foreground. Related documents are those that contain the originally
documented Problem, or assessments and modifications of that Problem.
The Medications Tab
On the Medications tab you see the medications recorded in the patient’s chart and associated details.

View only medications the patient is currently taking by selecting  Active Only; or, select  All to see
medications that the patient is currently taking and those he or she has taken in the past.

An Alerts/Flags icon, along with respective numbers, appears on the Medications tab when there are Alerts
and/or Flags presently associated with the patient.

Another small display is added to the Medications tab when the system detects Drug interactions in the patient’s
electronic medical record.
22

Prescribing details of the medication selected on the left side of the Medications window are displayed on the
right, including relevant dates, persons involved in the prescribing process, instructions, comments, and any
refills on record.
When you select a medication in the left portion of the
Medications tab, the prescribing details of that medication are
listed in the right column.
The Alerts/Flags tab is comprised of Allergies and Adverse Reactions, Directives, Care Alerts, and Flags. You can
choose to see  Active Only or  All for both Allergies and Adverse Reactions, and Directives. You can view
Care Alerts and Flags for  Today or  Anytime.
The screen size available for the three sections of the Alerts/Flags tab can be changed by placing your
mouse pointer directly on one of the horizontal lines
between two sections. As the mouse touches one of these
lines, it is shown as two small horizontal lines, each with tiny
arrows; when you see this instead of the basic mouse pointer,
click and drag the line up or down, as desired.
23
Allergies and Adverse Reactions
Allergies and Adverse Reactions documented in the patient’s chart are listed near the top of the Alerts/Flags
window, along with their respective details. Also, a drug interaction alert is displayed in the upper right corner,
when applicable.
Directives
In the mid-section of the Alerts/Flags window you’ll find the patient’s Directives. To view the document in
which a particular Directive was recorded in the patient’s chart, double-click on that Directive.
Care Alerts and Flags
All active Alerts associated with the patient are displayed on the Alerts/Flags tab, regardless of the Location of
Care under which they were created. (A user sees only Alerts linked to his or her own Location of Care in the
Care Alerts region of the Chart Summary tab.) Also, any Care Alerts still active that you may have hidden from
your Desktop are included in the default Care Alerts and Flags display on the Alerts/Flags tab.
Tools with which you can address issues in a patient’s Alerts and Flags are available on the Alerts/Flags toolbar,
and they work much as they do on your Desktop Alerts/Flags window.
What’s the difference between Hiding a Care Alert and Removing a Care Alert?
You can Hide a Care Alert only while working on your Centricity EMR 9.2 Desktop. You cannot
Hide a Care Alert while in a patient’s chart. Hiding a Care Alert takes it off of your Desktop, but it
remains unchanged in the patient’s chart to which it is attached.
You can Remove a Care Alert while on your Desktop or in the patient’s chart. Removing a Care Alert
essentially deletes it. A removed/deleted Alert is saved in the system for 30 days and can be retrieved,
if necessary. After 30 days, the Alert is removed entirely from the system and can not be recovered.
24
The Flowsheet Tab
The Flowsheet tab provides you with different ways in which you can view patient information such as past and
present height, weight and blood pressure, and lab results.
The Flowsheet tab with the CBC View selected
Use the View field’s dropdown arrow to change the displayed flowsheet View. At the top of the dropdown list are
Views you have recently accessed, followed by a list of several other Views available.
Alternatively, you can also use the Binoculars to search for a particular View.
To restrict the data points displayed in a particular View, place a checkmark in the
box to  Use Date Range, which activates two date range fields, where you
can enter desired start and/or end dates.
Flowsheet Symbols
Values are color coded to help you differentiate imported values, such as lab and pft results, from those entered by a
Provider or staff member.

Values displayed in black font are those entered by someone on the HealthTeam, such as vital signs,
immunizations, and other information recorded in a chart update.

Blue font is used to show lab values that are
electronically entered into the system via an
interface.

For lab values that are found to be outside the
set parameters of what is deemed normal, “” and “”symbols are added to show elevated or decreased
levels, respectively. Single yellow arrows represent high or low values, and double reds represent panic
highs or lows.

A green “” indicates that more than one entry has been made for a particular value on the same day,
while a red “” signifies the deletion of a value.
If you single-click on a single value, details of that value
are displayed near the bottom of the page. Double-click
on a value, and its associated document opens in a
separate window.
25
The Flowsheet View/Graph Connection
Graphing functionality is directly
impacted by the flowsheet View set in a
patient’s chart. If a particular observation is not
included in the currently displayed flowsheet
View, you cannot include that particular
observation in a Graph. If this happens, click the
Close button of the Graph Observations window,
select a View that does contain the observations
you wish to graph, then try the Graphing feature
again.
Flowsheet Courtesy
While identifying one flowsheet View that best suits your needs and clicking the Set Attached View button seems
like a good idea, doing so actually sets that View for the entire
HealthTeam, which can be considerably inconvenient for others,
and could lead to critical patient health information being overlooked.
Documents
Documents associated with a particular patient are visible on the Documents tab of that patient’s Centricity EMR
chart. Working with the documents on the patient’s Documents tab is much like working with documents on your
Desktop, but with additional functionality. The content of the document that you select in the upper windowpane is
displayed in the lower windowpane.
The content of
the document
selected in the
upper windowpane is
displayed in the
lower pane.
The Patient’s Chart Documents Tab
In the upper right corner of the Documents window you will see the number of Alerts and/or Flags associated with
the patient, as well as any system-identified Drug interactions. Just to the right of those displays you can place a
checkmark to have the system  Group [documents] By Date.
26
The Document View
If only “+All” appears in the upper left area, click the “+” to expand the view; then you
can click directly on a particular document type to filter out all other documents, therein
helping you to focus on one particular document type.
NOTE: If you filter on a particular document type, be sure to turn off that filter by clicking
the “- All” before navigating away from the Documents window. Otherwise,
the filter remains in effect and you may miss critical documents of another type
that require your attention.
Sorting Documents
Change the sort order of the chart documents by clicking on one of the column headers. A faint gray “” indicates
on which column the documents are currently sorted.
Viewing Attachments
A document that has an attachment is shown in the Documents window with a paper clip. To view the attachment,
first click to select the document in the upper portion of the Documents window. Then click the Attach  button,
near the middle of the window. Click to open the desired Attachment, and it will open in a new, separate window,
with the patient’s EMR chart in the background.
PRINTING IN CENTRICITY EMR 9.2
On occasion you may need to print documents in Centricity EMR 9.2. Printing is relatively the same throughout the
system, though the actual printer selection process varies slightly from one HealthTeam location to another.
PRINTING DOCUMENTS IN A PATIENT’S CHART
To do so, navigate to the patient’s chart, then click the Print button. The items displayed and selected in
the Print window are determined by the chart tab that you have open when you click Print.
Printing the Chart Summary
1.
On the Summary tab of the patient’s chart, click
the Print button of the Centricity EMR toolbar.
2.
The Print dialog box opens; because you first
clicked on the patient’s summary page, Chart
Summary should already be highlighted.
3.
Type the number of copies you want to print in the
Copies: field.
27
4.
Use the checkbox for  Letterhead to indicate whether the header, which includes your Location of Care,
should appear across the top of the printout.
5.
(Optional) Click Preview... to see how the Chart
Summary will appear when printed, then click
Close to return to the Print dialogue box.
6.
Click Print .
7.
Click the Close button to close the Print dialog box and return to the patient chart.
Printing a Specific Chart Document
1.
In the patient’s chart, click on the Documents tab.
2.
Select the document that you wish to print, then click the Print button of the toolbar. Because you first selected
a specific document, Selected Document(s) should
be highlighted.
3.
When applicable, determine if you want to
“ Print all internal image attachments at end.”
4.
Indicate how many copies you want to print, and
if Letterhead should be included.
5.
Click Print .
6.
Click Close .
1. Print Topics: Chart | Documents
2. Print Items: Selected Document(s)
Printing Tip
Medication, Alerts, and other reports can be printed via Chart | Clinical Lists in the Print window. The content of
the report is determined by the settings of the
respective aspect at that time. For example, if you
have  Active Only medications displayed on the
Medications tab, when you print the Medications
Report only those currently active in the patient’s
chart will be included in that report.
PRINTING OTHER DOCUMENTS IN CENTRICITY EMR
You may want to print other information in Centricity
EMR that is not directly associated with a patient. An
example would be the appointments of a Provider in
clinic on a given day. To print such documents,
navigate to the area of Centricity EMR as is
appropriate for what you wish to print, then click the
Print toolbar button. Make your selections in the Print
window, then click Print once again.
28
VIEWING APPOINTMENTS
If you are a Provider or Nurse who sees patients, appointments scheduled in the Centricity Business scheduling
system under your name appear in the left column of your Centricity EMR Desktop Summary. (For more on
appointments on your Desktop, see Today’s Appointments on your Centricity EMR 9.2 Desktop Summary, page 7.)
APPOINTMENT BOOKS
To view your Centricity EMR appointment book in detail, or to see the appointments of another
Provider in your clinic, click on the Appointments button (Appts) on the Centricity EMR toolbar.
This opens the full Appointments window. There you can see appointments on different dates, view appointments
for an entire week, open multiple appointment books in your clinic, and customize the screen in various other ways.
The Appointment Book

Use the date feature on the left side of the Appointment book window to
change the display date; the up () and down () arrows change dates one
day at a time. The button with the three dots helps you to quickly jump to an
exact date farther out.

Click the Daily button to display the chosen day’s appointments in a single column.

To display both the morning and afternoon appointments of a single day in two columns, click the
Split button.

To see a full week’s appointments, click the Weekly button.
29

Click the Select View button to open the appointment books of other Clinicians in your clinic.
o
Choose the desired book or books from the Book(s) dropdown list.
o
To include canceled appointments and no-shows, click
their respective boxes.
o
If you want your selections just made to be your
default for subsequent Centricity EMR work sessions,
click Save as Default .
o
Once you’ve made your selections, click OK and
your settings will be applied to the Appointments
window.
WORKING IN AN APPOINTMENT BOOK

When a patient is ‘arrived’ in the front office via Centricity Business, a  black dot appears in front of that
patient’s name in your Centricity EMR appointment book.

To open a scheduled patient’s chart directly from the Centricity EMR appointment book, single-click on the
entry in the Appointment book, then click the Open Chart button, in the lower left corner of the window.

To view the details of a patient’s scheduled visit, first select the patient in the Appointment book view by
single-clicking directly on that patient’s name, then click the Details… button, located in the mid-lower
portion of the Appointment book window.

View a patient’s past and future scheduled appointments by selecting the patient’s name, then clicking the
View Appointments… button.

By clicking the Status… button, after having selected a patient’s name in your Appointment
book, you can see that patient’s current Appointment Status.

HealthTeam patients are scheduled in Centricity Business; therefore, the
Add Appointment… button is deactivated in Centricity EMR.
30
GETTING HELP
CENTRICITY EMR 9.2 HELP ONLINE
When working in Centricity EMR 9.2, click on the Help menu to learn more about the program’s various features
and functions. Select Help | Help Topics to access the full library of Centricity EMR
Help, and to search for information on a specific word or phrase.
In selecting Help | Help on this Screen, you get content-specific Help topics. For
example, if you are on the Alerts/Flags tab of your Desktop and choose Help | Help
on this Screen, Centricity’s Help window displays several entries relating to various
aspects of managing Care Alerts and Flags from your Desktop.
Additionally, in most screens the Centricity toolbar provides a Help on this Screen
button, which also opens the screen-specific help page. This button is located on the far right side of the toolbar,
just to the left of the Exit button.
ONLINE HEALTHTEAM EMR RESOURCES
Instructional documentation and videos are available online at http://emr.msu.edu. Use these tools at your
convenience to become familiar with the various aspects of Centricity EMR 9.2 and how the program is used to
document patient care in MSU HealthTeam clinics.
HEALTHTEAM INFORMATION TECHNOLOGY
In order to work in Centricity EMR 9.2 you must first log onto the HealthTeam network. If you have difficulty
doing so, call Health Information Technology [HIT] at (517) 355-6531. Also call this number if you are
experiencing difficulty with your computer system, or if you are
unable to print from your HealthTeam computer.
You can also submit a request for help from HIT by going to their
website, at http://hit.msu.edu.
31

Centricity EMR 9.2 Getting Started

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