Navigating the Patients Chart Using the ALL View

1
Navigating the Patients Chart Using the ALL
View

• Table of Contents
• Accessing the ALL View
• Organization of the ALL View Screen
• The Actions Menu
• Viewing Labs
• Finding Documents

Tutorial presented by Vanderbilt Medical
Groups Electronic Medical Record Team
This tutorial uses animated windows like this one
to explain or highlight important points. You
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The ALL View
NEXT Accessing the ALL view
(Click to continue)
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3
If you are in the patients chart and have some
other view on the screen, you can always reload
this view by clicking ALL here. (click to
continue)
The ALL view simply refers to the list of all
documents in a patients chart. (click to
continue)
By default, this view loads whenever you open a
patients chart (unless you have customized your
preferences to load something else). (click to
continue)
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You can also access the ALL view for a patient
directly from your panel, outpatient visits, or
new results using the Actions menu
link. (click to continue)
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then ALL (click to continue)
Click Actions (click to continue)
and all the documents will display for that
patient in the frame below. (click to continue)
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The ALL View
NEXT Organization of the ALL View Screen
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All the documents in the patients chart are
listed here. Each document name is a link.
Clicking on a document name (click to
continue)
opens the document in the frame below the blue
line. (click to continue)
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Authors of the documents are shown here. (click
to continue)
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Dates of documents are shown here. Additionally,
in this area, you have the option to show where
the patient was on that date both inpatient and
outpatient locations. (Well look at how to set
this option in a minute) (click to continue)
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Clicking on an outpatient location name
opens the details of that appointment in the
frame below the blue line. (click to continue)
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Clicking on an inpatient location name
opens this menu of inpatient choices. (click to
continue)
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In a chart with a long history of documents in
it, you may want to jump to certain year with a
click rather than having to scroll down You can
do that by clicking on the year (click to
continue)
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This yellow menu will appear, and you can choose
the date you wish to jump to in the chart by
clicking it. (click to continue)
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The diamonds next to the documents names are
similar in concept to checkboxes. They can be
used to select multiple documents. When a
diamond is red, the document is selected. If the
diamond is black, that document is not
selected. Well see the value of this in the
next section. (click to continue)
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The ALL View
Using the Actions Menu Performing Actions on
Documents
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You can perform actions on the documents you have
selected by clicking on the Actions button
here (click to continue)
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which expands this menu. (click to continue)
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Clicking on show will show the selected
documents (click to continue)
together in the frame below the blue
line. (click to continue)
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Clicking on print is very similar to show, but it
outputs some documents in a more print-friendly
format. (click to continue)
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Clicking on fax launches a fax cover sheet to fax
all the selected documents. (There is a separate
tutorial about this function here.) (click to
continue)
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Clicking on to folder prompts StarPanel to ask
you which of your folders you would like to put
the selected documents in. If you dont have any
folders created, you will have the option to
create one. (click to continue)
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Clicking on red here will turn all the diamonds
in the chart red. (click to continue)
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This, of course, selects all the documents so you
can perform any of these functions on all of them.
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Clicking on toggle here will change the color
of all the diamonds. In this case, since they
were all red, clicking toggle turns them all
black again. (click to continue)
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The ALL View
Using the Actions Menu Customizing the View
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then click the yellow Actions menu header for
those changes to take effect. (click to continue)
These three boxes allow you to customize the look
of the ALL view. To use them, you must first
click the checkboxes you wish to change (click
to continue)
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Clicking the checkbox next to no provider names
will remove the provider names from the
view. (click to continue)
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like this. (click to continue)
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Clicking the checkbox next to multiple entries
per line will condense the view by putting all
documents from the same day on a line
together (click to continue)
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like this. Notice that this setting, in
conjunction with no provider names, condenses
the view quite a bit so you can see more
documents in your viewing window. (click to
continue)
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Recall that this area will show where the patient
has been by the date. This information will
only show if the no locations box is
UNCHECKED. (click to continue)
Clicking the checkbox next to no locations
hides the location data that we described
earlier. (click to continue)
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The ALL View
NEXT Accessing Labs from the ALL View
(Click to continue)
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You can also access lab data in a variety of
views from the ALL view. Click on Labs to expand
the Labs Menu. (click to continue)
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Then simply click on the view of your choice, and
that view displays (click to continue)
in the frame below the blue line. (click to
continue)
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The ALL View
NEXT ALL View search tools Find what youre
looking for. By Title or Author
(Click to continue)
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The ALL view comes packed with search features to
help you narrow down to just those documents you
are looking for. (click to continue)
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comm
You can search for documents by title using this
field here. To do this, type in a few letters
that you believe are in the title of the document
you are looking for (click to continue)
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comm
Notice how StarPanel has filtered the view
showing only those documents that have the string
comm somewhere in the document title. (click
to continue)
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commadult
So, for example, if I type commadult, like
this (click to continue)
You can also widen your search to include
multiple strings by using the to represent an
or. On most keyboards, you enter it by
pressing shift and the key just above your enter
key. (click to continue)
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commadult
notice how StarPanel has now filtered the view
showing only those documents that have either the
string comm or the string adult somewhere in
the document title. (click to continue)
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The Author search field works exactly the same
way but searches and filters based on the authors
of documents rather than the title. (click to
continue)
georgesusan
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Clicking on reset clears your search criteria and
resets the view so that you are looking at all
the documents again. (click to continue)
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Clicking on full text launches the full text
search tool in the frame below the blue
line. (click to continue)
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The ALL View
NEXT ALL View search tools Find what youre
looking for. By Document Type
(Click to continue)
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45
This row of tabs can be used to filter the view
of documents by document type. (click to
continue)
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By clicking on a tab, I will show documents in my
view just in that tabs category. Here, I have
clicked on the labs tab and just see
labs (click to continue)
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Now, I have clicked on the clin com tab and
just see communications (click to continue)
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So, documents are currently showing in the view
if their corresponding tab is colored light
blue. (click to continue)
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Documents are currently hidden from view if their
corresponding tab is colored white. So, in this
case, clinical communications in this patients
chart are filtered from our view and hidden. So,
if I wanted to add clinical communications to my
view, I would Alt-Click on that tab (click to
continue)
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Now clinical communications (previously hidden)
are showing in my view. (click to continue)
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Clicking the My tab (click to continue)
displays documents in the chart that you have
signed (click to continue)
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(Main Title) Tutorial Template
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