Step 1: Identify the alert

  • Recommended "website": www.guideline.gov. Here you will find a number of guides to help you create the alerts that best suit your practice.


2nd Step: Create the alert

For this example, we select the guide called:

 

Screening for cervical Cancer

(http://www.guideline.gov/content.aspx?id=38572)


Option #1

  • Go to the Advanced Progress Note screen.
  • Once the patient is selected, press the QuickLinks text, located at the top of the screen.


  • Select the Settings Clinical Decision Support option.


  • The following screen will be displayed: 
  • Press the Add button, located at the top of the screen. 


  • The following screen will be displayed: 


  • Write the description of the alert.


  • Select the frequency with which you want the alert to be displayed.

          

  • Select for the group you want the alert to be displayed. 


  • Select the patient's smoking history.


  • Select the gender and ages of the alert. For this alert, it will apply to female patients, ages 21 to 65.


  • Type the alert, counter indication or, the reaction to be displayed in the alert.


  • If you are creating the alert based on a guideline, fill in the following fields, Referenced, Clinical Guideline, Biographic Citation, Intervention Developer and Funding Resources and the link. You will find this information in the selected guideline.


  • If you want to add a link, related to the alert, add it in the Add Link to current alert section and then, press the Add button. You will go to the Link section. 


Diagnosis 

  • If you wish to add any diagnosis related to this alert, click on the Diagnosis tab, located on the right side of the screen. 


  • The following section will be displayed:


  • To add a diagnosis by category, select the By Category option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • After selecting the category, press the Add button, located on the right side.


  • Then press the “Ok” button, located at the bottom of the screen.


  • Automatically, the diagnostic category to the alert will be displayed. 


  • To add a diagnosis by range, select the By Range option. 


  • Then press the Add button.


  • The following screen will be displayed:


  • Select the diagnostic range, which you want to add to the alert.


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • Automatically, the diagnostic range will be displayed in the alert. 


  • To add a specific diagnosis, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the specific diagnosis you wish to add and then press the Save button located at the top of the screen. 


  • Automatically, the specific diagnosis will be displayed in the alert.


Medication

  • If you wish to add any medication related to this alert, click on the “Medication” tab, located on the right side of the screen. 


  • The following section will be displayed:


  • To add a drug by category, press the By Category button.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the drug category and then press the Add button. 


  • Once selected, press the Ok button, located at the bottom of the screen.


  • Automatically, it will be displayed in the Medication section.
  • To add medication classes, select the By Class option.


  • Then, press the Add button. 


  • The following screen will be displayed: 


  • Select the drug class, which you want to add and then, press the Add button.


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • You will automatically be taken to the Medication section.
  • To add a specific medication, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed: 


  • Search for the specific drug you wish to add. Once selected, press the Save button located at the top of the screen. 


  • Automatically, the medication will be displayed in the Medication section.


Laboratory Results

  • If you wish to add any laboratory results, click on the Laboratory Results tab, located on the right side of the screen. 


  • The following section will be displayed: 


  • Press the Add Test button to add a laboratory to the alert. 


  • Press the Add Test button to add a laboratory to the alert. 


  • Select the laboratory you wish to add to the alert. Once selected, it will be displayed in the Laboratory Results section to record the laboratory results. 


Allergies

  • If you wish to add an allergy to the clinical alert, click on the Allergies tab, located on the right side of the screen.


  • The following screen will be displayed:


  • To add an allergic substance, press the Add Allergy Substance button.


  • The following screen will be displayed: 


  • Select the substance and then press the Add Selected Items button located at the top of the screen. 


  • Once selected, press the Ok button, located at the bottom of the screen: 


  • Automatically, the substance will be displayed in the Allergies section.
  • If you wish to add an allergy for a specific drug, click on the Add Specific Drug button.


  • The following screen will be displayed: 


  • Search for the specific drug. Once selected, press the Save button located at the top of the screen. 


  • Automatically, it will be displayed in the Allergies section.
  • To add allergy categories, press the Add Allergy Types button.


  • The following screen will be displayed: 


  • Select the categories and then press the Add button. 


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • You will automatically be taken to the Allergies section.
  • To add an allergy, which does not contain a code, type it in the Add uncoded allergy field.


  • Then, press the Add button. 


  • It will automatically be displayed in the Allergies section.


Procedures

  • If you wish to add procedures to the clinical alert, click on the Procedures tab, located on the right side of the screen. 


  • The following section will be displayed: 


  • To add procedures by category to the clinical alert, select the By Category option. 


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the description and procedure, then press the Add button.


  • If you want to add a link related to the allergy, search for it and click on the Ok button.


  • Automatically, it will be displayed in the Procedures section.
  • To add procedures by range to the clinical alert, select the By Range option.


  • Then, press the Add button.


  • The following screen will be displayed:


  • Select the procedure range you wish to add. Then, press the Ok button, located at the bottom of the screen.


  • Automatically, it will be displayed in the Procedures section.
  • To add a specific procedure, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the procedure you wish to add to the clinical alert and then press the Save button located at the top of the screen.


  • It will automatically be displayed in the Procedures section.


Referrals

  • If you wish to add referrals to the clinical alert, click on the Referrals tab, located on the right side of the screen.


  • The following section will be displayed: 


  • Select the specialty of the referral you wish to add to the clinical alert. Then press the Add button.


  • It will automatically be displayed in the Referrals section.


Compliance Assistant

  • If you wish to add Order Sets to the clinical alert, click on the Compliance Assistant tab.


  • The following section will be displayed:


  • Select the Order Set you wish to add and then press the Apply button. 


  • Automatically, the sections will be populated according to the selected Order Set configuration.
  • Once you have completed setting up the patient's clinical alert, press the Save button located at the top of the screen.


Option #2

  • Go to the Advanced Progress Note screen.
  • Press the Custom Alerts button, located in the Side Bar section.
  • Or, press the Search button, located at the top left of the screen and select the Custom Alerts option.
  • The following screen will be displayed:


  • Press the Add button, located at the top of the screen. 


  • The following screen will be displayed: 


  • Write the description of the alert.


  • Select the frequency with which you want the alert to be displayed.

          

  • Select for the group you want the alert to be displayed. 


  • Select the patient's smoking history.


  • Select the gender and ages of the alert. For this alert, it will apply to female patients, ages 21 to 65.


  • Type the alert, counter indication or, the reaction to be displayed in the alert.


  • If you are creating the alert based on a guideline, fill in the following fields, Referenced, Clinical Guideline, Biographic Citation, Intervention Developer and Funding Resources and the link. You will find this information in the selected guideline.


  • If you want to add a link, related to the alert, add it in the Add Link to current alert section and then, press the Add button. You will go to the Link section. 


Diagnosis 

  • If you wish to add any diagnosis related to this alert, click on the Diagnosis tab, located on the right side of the screen. 


  • The following section will be displayed:


  • To add a diagnosis by category, select the By Category option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • After selecting the category, press the Add button, located on the right side.


  • Then press the “Ok” button, located at the bottom of the screen.


  • Automatically, the diagnostic category to the alert will be displayed. 


  • To add a diagnosis by range, select the By Range option. 


  • Then press the Add button.


  • The following screen will be displayed:


  • Select the diagnostic range, which you want to add to the alert.


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • Automatically, the diagnostic range will be displayed in the alert. 


  • To add a specific diagnosis, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the specific diagnosis you wish to add and then press the Save button located at the top of the screen. 


  • Automatically, the specific diagnosis will be displayed in the alert.


Medication

  • If you wish to add any medication related to this alert, click on the “Medication” tab, located on the right side of the screen. 


  • The following section will be displayed:


  • To add a drug by category, press the By Category button.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the drug category and then press the Add button. 


  • Once selected, press the Ok button, located at the bottom of the screen.


  • Automatically, it will be displayed in the Medication section.
  • To add medication classes, select the By Class option.


  • Then, press the Add button. 


  • The following screen will be displayed: 


  • Select the drug class, which you want to add and then, press the Add button.


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • You will automatically be taken to the Medication section.
  • To add a specific medication, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed: 


  • Search for the specific drug you wish to add. Once selected, press the Save button located at the top of the screen. 


  • Automatically, the medication will be displayed in the Medication section.


Laboratory Results

  • If you wish to add any laboratory results, click on the Laboratory Results tab, located on the right side of the screen. 


  • The following section will be displayed: 


  • Press the Add Test button to add a laboratory to the alert. 


  • Press the Add Test button to add a laboratory to the alert. 


  • Select the laboratory you wish to add to the alert. Once selected, it will be displayed in the Laboratory Results section to record the laboratory results. 


Allergies

  • If you wish to add an allergy to the clinical alert, click on the Allergies tab, located on the right side of the screen.


  • The following screen will be displayed:


  • To add an allergic substance, press the Add Allergy Substance button.


  • The following screen will be displayed: 


  • Select the substance and then press the Add Selected Items button located at the top of the screen. 


  • Once selected, press the Ok button, located at the bottom of the screen: 


  • Automatically, the substance will be displayed in the Allergies section.
  • If you wish to add an allergy for a specific drug, click on the Add Specific Drug button.


  • The following screen will be displayed: 


  • Search for the specific drug. Once selected, press the Save button located at the top of the screen. 


  • Automatically, it will be displayed in the Allergies section.
  • To add allergy categories, press the Add Allergy Types button.


  • The following screen will be displayed: 


  • Select the categories and then press the Add button. 


  • Once selected, press the Ok button, located at the bottom of the screen. 


  • You will automatically be taken to the Allergies section.
  • To add an allergy, which does not contain a code, type it in the Add uncoded allergy field.


  • Then, press the Add button. 


  • It will automatically be displayed in the Allergies section.


Procedures

  • If you wish to add procedures to the clinical alert, click on the Procedures tab, located on the right side of the screen. 


  • The following section will be displayed: 


  • To add procedures by category to the clinical alert, select the By Category option. 


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the description and procedure, then press the Add button.


  • If you want to add a link related to the allergy, search for it and click on the Ok button.


  • Automatically, it will be displayed in the Procedures section.
  • To add procedures by range to the clinical alert, select the By Range option.


  • Then, press the Add button.


  • The following screen will be displayed:


  • Select the procedure range you wish to add. Then, press the Ok button, located at the bottom of the screen.


  • Automatically, it will be displayed in the Procedures section.
  • To add a specific procedure, select the Specific option.


  • Then, press the Add button. 


  • The following screen will be displayed:


  • Select the procedure you wish to add to the clinical alert and then press the Save button located at the top of the screen.


  • It will automatically be displayed in the Procedures section.


Referrals

  • If you wish to add referrals to the clinical alert, click on the Referrals tab, located on the right side of the screen.


  • The following section will be displayed: 


  • Select the specialty of the referral you wish to add to the clinical alert. Then press the Add button.


  • It will automatically be displayed in the Referrals section.


Compliance Assistant

  • If you wish to add Order Sets to the clinical alert, click on the Compliance Assistant tab.


  • The following section will be displayed:


  • Select the Order Set you wish to add and then press the Apply button. 


  • Automatically, the sections will be populated according to the selected Order Set configuration.


  • Once you have completed setting up the patient's clinical alert, press the Save button located at the top of the screen. 



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