Difference between revisions of "Ignacio Valdes Implementation Log/Episode25"

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(Initial cleanup, links, headings)
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First appeared here: http://groups.google.com/group/hardhats/browse_frm/thread/69e1ca4e5cb87cc1/a4dc45d1f937a67e?q=&fwc=1
+
'''Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.'''
  
−
Ignacio Valdes wrote:  
+
[[Episode24]] [[Intracare Implementation Log|(Back to Log Homepage)]] [[Episode26]]'''
 +
[[Category:Intracare Implementation Log]]
 +
 
 +
First appeared here: [http://groups.google.com/group/hardhats/browse_frm/thread/69e1ca4e5cb87cc1/a4dc45d1f937a67e?q=&fwc=1]
 +
 
 +
----
 +
'''''Editor's note:''''' This thread begins with a 15-page demonstration via roll-and-scroll, which is not the recommended way to do a template. You should read the introduction, then skip to the second post.
 +
----
 +
 +
===1.  Ignacio Valdes Thu, 13 Nov 2008 11:50:57 -0600===
 
Once you have a system up and running, a large part of time (at
 
Once you have a system up and running, a large part of time (at
 
Intracare anyway) is spent getting the forms into templates, managing
 
Intracare anyway) is spent getting the forms into templates, managing
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Boilerplate once the title entry is create a snap.
 
Boilerplate once the title entry is create a snap.
  
−
Session 1: Create a Progress Note Document Class
+
====Session 1: Create a Progress Note Document Class====
−
 
+
<pre>
 
GTM>S DUZ=60 D ^XUP
 
GTM>S DUZ=60 D ^XUP
  
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...
 
...
  
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read more »
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                                    BASICS
  
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    Reply to author    Forward 
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      Name                                                                Type
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Cancel
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1      CLINICAL DOCUMENTS                                                  CL
−
+
2        PROGRESS NOTES                                                    CL
−
+
3          PSYCHIATRY CARE                                                  DC
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Send  Discard
+
4          ADVANCE DIRECTIVE                                                DC
−
+
5          ADVERSE REACTION/ALLERGY                                        DC
−
+
6          CRISIS NOTE                                                      DC
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From:
+
7          CLINICAL WARNING                                                DC
−
I, Valdes <ivaldes@hal-pc.org>
+
8          HISTORICAL TITLES                                                DC
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To:
+
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
−
Cc:
+
10        ADDICTION SEVERITY INDEX                                        DC
−
Followup To:
+
11        CONSULTS                                                        DC
−
+
12        C&P EXAMINATION REPORTS                                          DC
−
Add Cc | Add Followup-to | Edit Subject
+
13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
−
Subject:
+
14        FORM LETTERS                                                    DC
−
+
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
−
Validation:
+
    Class/DocumentClass      Next Level                Detailed Display/Edit
−
For verification purposes please type the characters you see in the picture below or the numbers you hear by clicking the accessibility icon. Listen and type the numbers you hear
+
    (Title)                  Restart                  Status...
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Send  Discard
+
    (Component)              Boilerplate Text          Delete
−
+
Select Action: Next Screen// Class  Class/DocumentClass
−
+
  Enter the Name of a new PROGRESS NOTES: TEST1
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+
TYPE: (CL/DC): DC  DOCUMENT CLASS
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+
CLASS OWNER: CLINICAL COORDINATOR  Replace
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You must Sign in before you can post messages.
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STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
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To post a message you must first join this group.
 
−
Please update your nickname on the subscription settings page before posting.
 
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You do not have the permission required to post.
 
−
 
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2. Sam Habiel 
 
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View profile 
 
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More options Nov 14 2008, 5:45 am
 
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From: "Sam Habiel" <sam.hab...@gmail.com>
 
−
Date: Fri, 14 Nov 2008 02:45:51 -0800
 
−
Local: Fri, Nov 14 2008 5:45 am
 
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Subject: Re: [Hardhats] Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
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Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
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Ignacio,
 
  
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You usually make a template in the GUI and assign to "Document Titles"
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SEQUENCE: 40
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part of the tree in your Template editor. Once you choose that
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MNEMONIC: 40//
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specific note title, you will get the template. That's much easier
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MENU TEXT: Test1//
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than going in roll-and-scroll and doing it there.
 
  
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- Hide quoted text -
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Entry Created
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- Show quoted text -
 
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On Thu, Nov 13, 2008 at 9:50 AM, Ignacio Valdes <ival...@hal-pc.org> wrote:
 
  
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> Once you have a system up and running, a large part of time (at
+
If you wish, you may enter another PROGRESS NOTES: ............................
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> Intracare anyway) is spent getting the forms into templates, managing
+
Create Document Definitions  Nov 12, 2008@17:22:48          Page:    1 of    2
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> templates, and getting the document dialog boxes to display custom
+
                                    BASICS
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> titles and flow well. This is the real pay-dirt of the system. I hope
 
−
> to demystify the process with just what you need to know and nothing
 
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> you don't. The terminal sessions below I believe covers about 99% of
 
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> what most people need to know. It creates a Progress Note TEST1
 
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> document class and a TEST1TL title class, makes them active and then
 
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> shows how to add template text into the Boilerplate field to make it
 
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> automatically pop up a template associated with the TEST1TL title when
 
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> a New Progress Note... named TEST1TL is added.
 
  
−
> So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:
+
      Name                                                                Type
 +
1      CLINICAL DOCUMENTS                                                  CL
 +
2        PROGRESS NOTES                                                    CL
 +
3          PSYCHIATRY CARE                                                  DC
 +
4          ADVANCE DIRECTIVE                                                DC
 +
5          ADVERSE REACTION/ALLERGY                                        DC
 +
6          CRISIS NOTE                                                      DC
 +
7          CLINICAL WARNING                                                DC
 +
8          HISTORICAL TITLES                                                DC
 +
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        ADDICTION SEVERITY INDEX                                        DC
 +
11        CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13        C&P EXAMINATION REPORTS                                          DC
 +
14        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Class/DocumentClass      Next Level                Detailed Display/Edit
 +
    (Title)                  Restart                  Status...
 +
    (Component)              Boilerplate Text          Delete
 +
Select Action: Next Screen// Deta  Detailed Display/Edit
 +
Select Entry:  (1-14): 12
 +
Detailed Display              Nov 12, 2008@17:23:32          Page:    3 of    3
 +
                            Document Class TEST1
 +
+
 +
Visit Linkage Method: * D ENPN^TIUVSIT(.TIU,.DFN,1)
 +
  Validation Method: * S TIUASK=$$CHEKPN^TIULD(.TIU,.TIUBY)
 +
        Allow Custom
 +
        Form Headers: * NO
  
−
> 1) Create a Progress Note Properties dialog box Progress Note Title.
+
   Upload
−
>   a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> 2) Make it active.
 
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>  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>  b) Define VHA ENTERPRISE STANDARD TITLE
 
−
> 3) Make a Progress Note Title automatically pop-up a template in CPRS.
 
−
>  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>  b) Add template text to Boilerplate field.
 
−
> 4) How to make a template Shared.
 
−
>  a) Be a Clinical Coordinator.
 
−
>  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.
 
−
> 5) Fixing Location for clinical user.
 
−
>  a) Select New Patient-->Click location-->Save Patient List Settings.
 
  
−
> Take home message is that the TIU IRM MAINTENANCE MENU-->   2
+
          ? Help      +, - Next, Previous Screen    PS/PL
−
> Document Definitions (Manager) ... is your friend. There are loads and
+
    Basics                    Technical Fields          Find
−
> loads of TIU menus but this is the key one for managing the CPRS
+
    Items: Seq Mnem MenuTxt   Edit Upload              Quit
−
> Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one
+
    (Boilerplate Text)       Try
−
> all this occurs in. A-ha for making a title Active from Inactive is
+
Select Action: Quit//    Quit
−
> defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of
+
Create Document Definitions  Nov 12, 2008@17:23:34          Page:    1 of   2
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> possibilities, fortunately it seems to cover nearly every case. F1
+
                                    BASICS
−
> pause then e will save and exit from the boilerplate editing session.
 
  
−
> The terminal sessions below are the basic but very important maneuvers
+
      Name                                                                Type
−
> that really make the VistA system work locally. Try not to stray from
+
1      CLINICAL DOCUMENTS                                                  CL
−
> this recipe or these menus as you can really foul things up (like I
+
2        PROGRESS NOTES                                                    CL
−
> did) and have to call in experts to do arcane maneuvers like delete
+
3          PSYCHIATRY CARE                                                  DC
−
> orphans which may bork your system for a day (like I did).
+
4          ADVANCE DIRECTIVE                                                DC
 +
5          ADVERSE REACTION/ALLERGY                                        DC
 +
6          CRISIS NOTE                                                      DC
 +
7          CLINICAL WARNING                                                DC
 +
8          HISTORICAL TITLES                                                DC
 +
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        ADDICTION SEVERITY INDEX                                        DC
 +
11        CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13        C&P EXAMINATION REPORTS                                          DC
 +
14        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Class/DocumentClass      Next Level                Detailed Display/Edit
 +
    (Title)                   Restart                  Status...
 +
    (Component)               Boilerplate Text          Delete
 +
Select Action: Next Screen// Q  Q
  
−
> While this example does not use Kevin Toppenberg's GUI-Config on
+
                  --- Manager Document Definition Menu ---
−
> purpose, once again, I cannot say how great Kevin Toppenberg's
 
−
> GUI-Config utility is. It dramatically simplifies doing and
 
−
> understanding some things, in this case being able to look around
 
−
> broadly at these files and fields as well as making defining the
 
−
> Boilerplate once the title entry is create a snap.
 
  
−
> Session 1: Create a Progress Note Document Class
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
> GTM>S DUZ=60 D ^XUP
+
Select Document Definitions (Manager) Option: ?
  
−
> Setting up programmer environment
+
  1      Edit Document Definitions
−
> This is a TEST account.
+
  2      Sort Document Definitions
 +
  3      Create Document Definitions
 +
  4      Create Objects
 +
  5      Create TIU/Health Summary Objects
  
−
> Terminal Type set to: C-VT100
+
Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
  
−
> Select OPTION NAME: TIU IRM
+
You have PENDING ALERTS
−
>    1  TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
+
          Enter "VA to jump to VIEW ALERTS option
−
>    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 
−
> CHOOSE 1-2: 1 TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
 
  
−
> You have PENDING ALERTS
+
Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
−
>         Enter  "VA to jump to VIEW ALERTS option
+
.
 +
Edit Document Definitions    Nov 12, 2008@17:23:44         Page:    1 of    1
 +
                                    BASICS
  
−
> Select TIU Maintenance Menu Option: ?
+
      Name                                                                Type
 +
1      CLINICAL DOCUMENTS                                                  CL
 +
2      +PROGRESS NOTES                                                    CL
 +
3      +ADDENDUM                                                          DC
 +
4      +DISCHARGE SUMMARY                                                  CL
 +
5        CLINICAL PROCEDURES                                                CL
 +
6      +LR LABORATORY REPORTS                                              CL
 +
7      +SURGICAL REPORTS                                                  CL
  
−
>  1     TIU Parameters Menu ...
+
          ?Help  >ScrollRight   PS/PL PrintScrn/List  +/-                  >>>
−
>  2     Document Definitions (Manager) ...
+
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
−
>   3      User Class Management ...
+
    Jump to Document Def     Status...                 Delete
−
>  4      TIU Template Mgmt Functions ...
+
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
−
>  5      TIU Alert Tools
+
Select Action: Quit// EX=2   Expand/Collapse
−
>  7      TIUHL7 Message Manager
+
......................................
−
>          Title Mapping Utilities ...
+
Edit Document Definitions    Nov 12, 2008@17:23:49          Page:    1 of    2
−
>  6      Active Title Cleanup Report
+
                                    BASICS
  
−
> Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
+      Name                                                                Type
 +
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4        +ADVANCE DIRECTIVE                                                DC
 +
5        +ADVERSE REACTION/ALLERGY                                        DC
 +
6        +CRISIS NOTE                                                      DC
 +
7        +CLINICAL WARNING                                                DC
 +
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13        +C&P EXAMINATION REPORTS                                          DC
 +
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
15        +FORM LETTERS                                                    DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// Ex=4  Expand/Collapse
 +
Edit Document Definitions    Nov 12, 2008@17:24:11          Page:    1 of    2
 +
                                    BASICS
  
−
> You have PENDING ALERTS
+
+      Name                                                                Type
−
>         Enter "VA to jump to VIEW ALERTS option
+
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4          ADVANCE DIRECTIVE                                                DC
 +
5            ADVANCE DIRECTIVE                                              TL
 +
6        +ADVERSE REACTION/ALLERGY                                        DC
 +
7        +CRISIS NOTE                                                      DC
 +
8        +CLINICAL WARNING                                                DC
 +
9        +HISTORICAL TITLES                                                DC
 +
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
11        +ADDICTION SEVERITY INDEX                                        DC
 +
12        +CONSULTS                                                        DC
 +
13        TEST1                                                            DC
 +
14        +C&P EXAMINATION REPORTS                                          DC
 +
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text         Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// Copy  Copy/Move
 +
Select Copy/Move Action: (MT/MD/C/U): MT// COPY
 +
WARNING: Entries can be COPIED without affecting the original, but be careful
 +
where you PUT the copy.  Don't touch entries you are not responsible for.
 +
 
 +
Press RETURN to continue or '^' or '^^' to exit:
 +
Select Entry to Copy:  (2-15): 5
 +
Copy into (different) Name: ADVANCE DIRECTIVE// TEST1TL
  
−
> Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
+
TITLE copied into File Entry #1404
 +
Press RETURN to continue or '^' or '^^' to exit:
 +
Select TIU DOCUMENT CLASS NAME to Add Copy to: TEST1      DOCUMENT CLASS
 +
CWAD's behave differently from nonCWAD documents.
 +
Are you sure you want this Document Class? NO// YES
 +
Copy added to TEST1
  
−
>                  --- Manager Document Definition Menu ---
+
Adding the copy Title to a different Document Class may change its behavior
 +
from that of the original.  Adding it to a different CLASS may change it
 +
RADICALLY.  Please test the copy thoroughly before activating it.
  
−
> You have PENDING ALERTS
+
Press RETURN to continue or '^' or '^^' to exit:
−
>         Enter  "VA to jump to VIEW ALERTS option
+
Edit Document Definitions    Nov 12, 2008@17:25:19         Page:    1 of    2
 +
                                    BASICS
  
−
> Select Document Definitions (Manager) Option: ?
+
+      Name                                                                Type
 +
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4          ADVANCE DIRECTIVE                                                DC
 +
5            ADVANCE DIRECTIVE                                              TL
 +
6        +ADVERSE REACTION/ALLERGY                                        DC
 +
7        +CRISIS NOTE                                                      DC
 +
8        +CLINICAL WARNING                                                DC
 +
9        +HISTORICAL TITLES                                                DC
 +
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
11        +ADDICTION SEVERITY INDEX                                        DC
 +
12        +CONSULTS                                                        DC
 +
13        TEST1                                                            DC
 +
14          TEST1TL                                                        TL
 +
15        +C&P EXAMINATION REPORTS                                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// Q  Q
  
−
>  1      Edit Document Definitions
+
                  --- Manager Document Definition Menu ---
−
>  2      Sort Document Definitions
 
−
>  3      Create Document Definitions
 
−
>  4      Create Objects
 
−
>  5      Create TIU/Health Summary Objects
 
  
−
> Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
You have PENDING ALERTS
 +
          Enter "VA to jump to VIEW ALERTS option
  
−
> You have PENDING ALERTS
+
Select Document Definitions (Manager) Option:
−
>          Enter  "VA to jump to VIEW ALERTS option
 
  
−
> Select Document Definitions (Manager) Option: 3 Create Document Definitions....
+
You have PENDING ALERTS
−
> ...
+
          Enter "VA to jump to VIEW ALERTS option
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> Create Document Definitions  Nov 12, 2008@17:21:56          Page:    1 of    1
 
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>                                    BASICS
 
  
−
>      Name                                                                Type
+
Select TIU Maintenance Menu Option:
−
> 1      CLINICAL DOCUMENTS                                                  CL
 
−
> 2        PROGRESS NOTES                                                    CL
 
−
> 3        ADDENDUM                                                          DC
 
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> 4        DISCHARGE SUMMARY                                                  CL
 
−
> 5        CLINICAL PROCEDURES                                                CL
 
−
> 6        LR LABORATORY REPORTS                                              CL
 
−
> 7        SURGICAL REPORTS                                                  CL
 
  
−
>          New Users, Please Enter '?NEW' for Help                            >>>
+
Do you really want to halt? YES//
−
>    Class/DocumentClass      Next Level                Detailed Display/Edit
 
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>    (Title)                  Restart                  Status...
 
−
>    (Component)              Boilerplate Text          Delete
 
−
> Select Action: Next Level//    Next Level
 
−
>  Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
 
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> Create Document Definitions  Nov 12, 2008@17:22:04          Page:    1 of    2
 
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>                                    BASICS
 
  
−
>      Name                                                                Type
+
Logged out at Nov 12, 2008 5:25 pm
−
> 1      CLINICAL DOCUMENTS                                                  CL
+
GTM>h
−
> 2        PROGRESS NOTES                                                    CL
+
</pre>
−
> 3          PSYCHIATRY CARE                                                  DC
+
====Session 2 make active.====
−
> 4          ADVANCE DIRECTIVE                                                DC
+
<pre>
−
> 5         ADVERSE REACTION/ALLERGY                                        DC
+
GTM>S DUZ=60 D ^XUP
−
> 6          CRISIS NOTE                                                      DC
 
−
> 7          CLINICAL WARNING                                                DC
 
−
> 8          HISTORICAL TITLES                                                DC
 
−
> 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
> 10        ADDICTION SEVERITY INDEX                                        DC
 
−
> 11        CONSULTS                                                        DC
 
−
> 12        C&P EXAMINATION REPORTS                                          DC
 
−
> 13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
> 14        FORM LETTERS                                                    DC
 
−
> +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 
−
>    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>    (Title)                  Restart                  Status...
 
−
>    (Component)              Boilerplate Text          Delete
 
−
> Select Action: Next Screen// Class  Class/DocumentClass
 
−
> Enter the Name of a new PROGRESS NOTES: TEST1
 
−
> TYPE: (CL/DC): DC  DOCUMENT CLASS
 
−
> CLASS OWNER: CLINICAL COORDINATOR  Replace
 
−
> STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
 
  
−
> SEQUENCE: 40
+
Setting up programmer environment
−
> MNEMONIC: 40//
+
This is a TEST account.
−
> MENU TEXT: Test1//
 
  
−
>  Entry Created
+
Terminal Type set to: C-VT100
  
−
>  If you wish, you may enter another PROGRESS NOTES: ............................
+
Select OPTION NAME: TIU IRM
−
> Create Document Definitions   Nov 12, 2008@17:22:48          Page:   1 of    2
+
    1   TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
−
>                                    BASICS
+
    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 +
CHOOSE 1-2: 1 TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
  
−
>      Name                                                                Type
+
You have PENDING ALERTS
−
> 1      CLINICAL DOCUMENTS                                                  CL
+
          Enter  "VA to jump to VIEW ALERTS option
−
> 2        PROGRESS NOTES                                                    CL
 
−
> 3          PSYCHIATRY CARE                                                  DC
 
−
> 4          ADVANCE DIRECTIVE                                                DC
 
−
> 5          ADVERSE REACTION/ALLERGY                                        DC
 
−
> 6          CRISIS NOTE                                                      DC
 
−
> 7          CLINICAL WARNING                                                DC
 
−
> 8          HISTORICAL TITLES                                                DC
 
−
> 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
> 10        ADDICTION SEVERITY INDEX                                        DC
 
−
> 11        CONSULTS                                                        DC
 
−
> 12        TEST1                                                            DC
 
−
> 13        C&P EXAMINATION REPORTS                                          DC
 
−
> 14        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
> +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 
−
>    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>    (Title)                  Restart                  Status...
 
−
>    (Component)              Boilerplate Text          Delete
 
−
> Select Action: Next
 
  
−
...
+
Select TIU Maintenance Menu Option: ?
  
−
read more »
+
  1      TIU Parameters Menu ...
 +
  2      Document Definitions (Manager) ...
 +
  3      User Class Management ...
 +
  4      TIU Template Mgmt Functions ...
 +
  5      TIU Alert Tools
 +
  7      TIUHL7 Message Manager
 +
          Title Mapping Utilities ...
 +
  6      Active Title Cleanup Report
  
−
    Reply to author    Forward     
+
Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
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    Rate this post: Text for clearing space
 
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−
3.  I, Valdes 
 
−
View profile 
 
−
More options Nov 14 2008, 11:33 am
 
−
From: "I, Valdes" <ival...@hal-pc.org>
 
−
Date: Fri, 14 Nov 2008 08:33:50 -0800 (PST)
 
−
Local: Fri, Nov 14 2008 11:33 am
 
−
Subject: Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Remove | Report this message | Find messages by this author
 
−
Yeah, I'd say that's a bajillion times easier than text-based. Now if
 
−
that only existed for Order Sets? Thanks! -- IV
 
  
−
On Nov 14, 4:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
- Hide quoted text -
+
Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
−
- Show quoted text -
 
−
> Ignacio,
 
  
−
> You usually make a template in the GUI and assign to "Document Titles"
+
                  --- Manager Document Definition Menu ---
−
> part of the tree in your Template editor. Once you choose that
 
−
> specific note title, you will get the template. That's much easier
 
−
> than going in roll-and-scroll and doing it there.
 
  
−
> On Thu, Nov 13, 2008 at 9:50 AM, Ignacio Valdes <ival...@hal-pc.org> wrote:
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
> > Once you have a system up and running, a large part of time (at
+
Select Document Definitions (Manager) Option: ?
−
> > Intracare anyway) is spent getting the forms into templates, managing
 
−
> > templates, and getting the document dialog boxes to display custom
 
−
> > titles and flow well. This is the real pay-dirt of the system. I hope
 
−
> > to demystify the process with just what you need to know and nothing
 
−
> > you don't. The terminal sessions below I believe covers about 99% of
 
−
> > what most people need to know. It creates a Progress Note TEST1
 
−
> > document class and a TEST1TL title class, makes them active and then
 
−
> > shows how to add template text into the Boilerplate field to make it
 
−
> > automatically pop up a template associated with the TEST1TL title when
 
−
> > a New Progress Note... named TEST1TL is added.
 
  
−
> > So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:
+
  1      Edit Document Definitions
 +
  2      Sort Document Definitions
 +
  3      Create Document Definitions
 +
  4      Create Objects
 +
  5      Create TIU/Health Summary Objects
  
−
> > 1) Create a Progress Note Properties dialog box Progress Note Title.
+
Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> > 2) Make it active.
 
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> >  b) Define VHA ENTERPRISE STANDARD TITLE
 
−
> > 3) Make a Progress Note Title automatically pop-up a template in CPRS.
 
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> >  b) Add template text to Boilerplate field.
 
−
> > 4) How to make a template Shared.
 
−
> >  a) Be a Clinical Coordinator.
 
−
> >  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.
 
−
> > 5) Fixing Location for clinical user.
 
−
> >  a) Select New Patient-->Click location-->Save Patient List Settings.
 
  
−
> > Take home message is that the TIU IRM MAINTENANCE MENU-->  2
+
You have PENDING ALERTS
−
> > Document Definitions (Manager) ... is your friend. There are loads and
+
          Enter  "VA to jump to VIEW ALERTS option
−
> > loads of TIU menus but this is the key one for managing the CPRS
 
−
> > Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one
 
−
> > all this occurs in. A-ha for making a title Active from Inactive is
 
−
> > defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of
 
−
> > possibilities, fortunately it seems to cover nearly every case. F1
 
−
> > pause then e will save and exit from the boilerplate editing session.
 
  
−
> > The terminal sessions below are the basic but very important maneuvers
+
Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
−
> > that really make the VistA system work locally. Try not to stray from
+
.
−
> > this recipe or these menus as you can really foul things up (like I
+
Edit Document Definitions    Nov 12, 2008@17:28:21          Page:    1 of    1
−
> > did) and have to call in experts to do arcane maneuvers like delete
+
                                    BASICS
−
> > orphans which may bork your system for a day (like I did).
 
  
−
> > While this example does not use Kevin Toppenberg's GUI-Config on
+
      Name                                                                Type
−
> > purpose, once again, I cannot say how great Kevin Toppenberg's
+
1      CLINICAL DOCUMENTS                                                  CL
−
> > GUI-Config utility is. It dramatically simplifies doing and
+
2      +PROGRESS NOTES                                                    CL
−
> > understanding some things, in this case being able to look around
+
3      +ADDENDUM                                                          DC
−
> > broadly at these files and fields as well as making defining the
+
4      +DISCHARGE SUMMARY                                                  CL
−
> > Boilerplate once the title entry is create a snap.
+
5        CLINICAL PROCEDURES                                                CL
 +
6      +LR LABORATORY REPORTS                                              CL
 +
7      +SURGICAL REPORTS                                                  CL
  
−
> > Session 1: Create a Progress Note Document Class
+
          ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Quit// Ex=2  Expand/Collapse
 +
......................................
 +
Edit Document Definitions    Nov 12, 2008@17:28:26          Page:    1 of    2
 +
                                    BASICS
  
−
> > GTM>S DUZ=60 D ^XUP
+
+      Name                                                                Type
 +
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4        +ADVANCE DIRECTIVE                                                DC
 +
5        +ADVERSE REACTION/ALLERGY                                        DC
 +
6        +CRISIS NOTE                                                      DC
 +
7        +CLINICAL WARNING                                                DC
 +
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        +TEST1                                                            DC
 +
13        +C&P EXAMINATION REPORTS                                          DC
 +
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
15        +FORM LETTERS                                                    DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// Ex=12  Expand/Collapse
 +
Edit Document Definitions    Nov 12, 2008@17:28:34          Page:    1 of    2
 +
                                    BASICS
  
−
> > Setting up programmer environment
+
+      Name                                                                Type
−
> > This is a TEST account.
+
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4        +ADVANCE DIRECTIVE                                                DC
 +
5        +ADVERSE REACTION/ALLERGY                                        DC
 +
6        +CRISIS NOTE                                                      DC
 +
7        +CLINICAL WARNING                                                DC
 +
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13          TEST1TL                                                        TL
 +
14        +C&P EXAMINATION REPORTS                                          DC
 +
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...   Copy/Move
 +
Select Action: Next Screen// Detail  Detailed Display/Edit
 +
Select Entry:  (2-15): 13
 +
Detailed Display              Nov 12, 2008@17:28:45          Page:    1 of    3
 +
                                Title TEST1TL
  
−
> > Terminal Type set to: C-VT100
+
  Basics            Note: Values preceded by * have been inherited
 +
            Name:  TEST1TL
 +
  VHA Enterprise
 +
  Standard Title:
 +
    Abbreviation:  ADIR
 +
      Print Name:  ADVANCE DIRECTIVE
 +
            Type:   TITLE
 +
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  INACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
      Selection: * NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Basics                    Technical Fields          Find
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// Basics  Basics
 +
NAME: TEST1TL//
 +
ABBREVIATION: ADIR//
 +
PRINT NAME: ADVANCE DIRECTIVE//
  
−
> > Select OPTION NAME: TIU IRM
+
EVERY Local Title must be mapped to a VHA Enterprise Standard Title.
−
> >    1  TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
 
−
> >    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 
−
> > CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
 
  
−
> > You have PENDING ALERTS
+
Direct Mapping to Enterprise Standard Title...
−
> >          Enter  "VA to jump to VIEW ALERTS option
+
Your LOCAL Title is: TEST1TL
  
−
> > Select TIU Maintenance Menu Option: ?
+
  NOTE: Only ACTIVE Titles may be selected...
  
−
> >  1      TIU Parameters Menu ...
+
Select VHA ENTERPRISE STANDARD TITLE:
−
> >  2      Document Definitions (Manager) ...
 
−
> >  3      User Class Management ...
 
−
> >  4      TIU Template Mgmt Functions ...
 
−
> >  5      TIU Alert Tools
 
−
> >  7      TIUHL7 Message Manager
 
−
> >          Title Mapping Utilities ...
 
−
> >  6      Active Title Cleanup Report
 
  
−
> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
You didn't select a VHA Enterprise Standard Title...
  
−
> > You have PENDING ALERTS
+
... Try to map TEST1TL again? NO//
−
> >          Enter  "VA to jump to VIEW ALERTS option
 
  
−
> > Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
+
Recording the unmapped LOCAL Title: TEST1TL
  
−
> >                  --- Manager Document Definition Menu ---
+
TYPE: (TL): TL//  TITLE
 +
CLASS OWNER: CLINICAL COORDINATOR  Replace
 +
SUPPRESS VISIT SELECTION: NO//  NO
 +
STATUS: (A/I/T): INACTIVE// A  ACTIVE
  
−
> > You have PENDING ALERTS
+
You MUST first map TEST1TL
−
> >          Enter  "VA to jump to VIEW ALERTS option
 
  
−
> > Select Document Definitions (Manager) Option: ?
+
Direct Mapping to Enterprise Standard Title...
 +
Your LOCAL Title is: TEST1TL
  
−
> >   1      Edit Document Definitions
+
   NOTE: Only ACTIVE Titles may be selected...
−
> >  2      Sort Document Definitions
 
−
> >  3      Create Document Definitions
 
−
> >  4      Create Objects
 
−
> >  5      Create TIU/Health Summary Objects
 
  
−
> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
Select VHA ENTERPRISE STANDARD TITLE: TEST1TL ??
  
−
> > You have PENDING ALERTS
+
Select VHA ENTERPRISE STANDARD TITLE: ?
−
> >          Enter  "VA to jump to VIEW ALERTS option
+
Answer with TIU VHA ENTERPRISE STANDARD TITLE, or
 +
    SUBJECT MATTER DOMAIN, or ROLE, or SETTING, or SERVICE, or
 +
    DOCUMENT TYPE
 +
Do you want the entire TIU VHA ENTERPRISE STANDARD TITLE List? Y  (Yes)
 +
  Choose from:
 +
  ACUPUNCTURE CONSULT
 +
  ACUPUNCTURE NOTE
 +
  ADDENDUM
 +
                ^
 +
Select VHA ENTERPRISE STANDARD TITLE: PSYCHIATRY
 +
    1  PSYCHIATRY ADMINISTRATIVE NOTE
 +
    2  PSYCHIATRY ADMISSION EVALUATION NOTE
 +
    3  PSYCHIATRY ATTENDING ADMISSION EVALUATION NOTE
 +
    4  PSYCHIATRY ATTENDING INPATIENT NOTE
 +
    5  PSYCHIATRY ATTENDING NOTE
 +
Press <RETURN> to see more, '^' to exit this list, OR
 +
CHOOSE 1-5: 2  PSYCHIATRY ADMISSION EVALUATION NOTE
 +
    I found a match of: PSYCHIATRY ADMISSION EVALUATION NOTE
 +
        ... OK? Yes//  YES
  
−
> > Select Document Definitions (Manager) Option: 3  Create Document Definitions....
+
    Ready to map LOCAL Title: TEST1TL to
−
> > ...
+
VHA Enterprise Standard Title: PSYCHIATRY ADMISSION EVALUATION NOTE.
−
> > Create Document Definitions  Nov 12, 2008@17:21:56         Page:    1 of    1
+
        ... OK? Yes//  YES
−
> >                                    BASICS
+
            Done.
 +
Entry Activated.
 +
Detailed Display              Nov 12, 2008@17:30:41         Page:    1 of    3
 +
                                Title TEST1TL
  
−
> >       Name                                                                 Type
+
  Basics            Note: Values preceded by * have been inherited
−
> > 1      CLINICAL DOCUMENTS                                                  CL
+
            Name:  TEST1TL
−
> > 2       PROGRESS NOTES                                                    CL
+
  VHA Enterprise
−
> > 3        ADDENDUM                                                          DC
+
  Standard Title:  PSYCHIATRY ADMISSION EVALUATION NOTE
−
> > 4        DISCHARGE SUMMARY                                                  CL
+
    Abbreviation:  ADIR
−
> > 5        CLINICAL PROCEDURES                                                CL
+
       Print Name:  ADVANCE DIRECTIVE
−
> > 6        LR LABORATORY REPORTS                                              CL
+
            Type:  TITLE
−
> > 7        SURGICAL REPORTS                                                  CL
+
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  ACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
       Selection:  NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Basics                    Technical Fields          Find
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// q  Quit
 +
Edit Document Definitions    Nov 12, 2008@17:31:35          Page:    1 of    2
 +
                                    BASICS
  
−
> >          New Users, Please Enter '?NEW' for Help                           >>>
+
+      Name                                                                Type
−
> >    Class/DocumentClass      Next Level                Detailed Display/Edit
+
2        PROGRESS NOTES                                                    CL
−
> >    (Title)                  Restart                  Status...
+
3        +PSYCHIATRY CARE                                                  DC
−
> >    (Component)              Boilerplate Text          Delete
+
4        +ADVANCE DIRECTIVE                                                DC
−
> > Select Action: Next Level//   Next Level
+
5        +ADVERSE REACTION/ALLERGY                                        DC
−
> >  Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
+
6        +CRISIS NOTE                                                      DC
−
> > Create Document Definitions   Nov 12, 2008@17:22:04          Page:    1 of    2
+
7        +CLINICAL WARNING                                                DC
−
> >                                    BASICS
+
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13          TEST1TL                                                        TL
 +
14        +C&P EXAMINATION REPORTS                                          DC
 +
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help   >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit     Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                 Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// q   Q
  
−
> >      Name                                                                Type
+
                  --- Manager Document Definition Menu ---
−
> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
> > 2        PROGRESS NOTES                                                    CL
 
−
> > 3          PSYCHIATRY CARE                                                  DC
 
−
> > 4          ADVANCE DIRECTIVE                                                DC
 
−
> > 5          ADVERSE REACTION/ALLERGY                                        DC
 
−
> > 6          CRISIS NOTE                                                      DC
 
−
> > 7          CLINICAL WARNING                                                DC
 
−
> > 8          HISTORICAL TITLES                                                DC
 
−
> > 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
> > 10        ADDICTION SEVERITY INDEX                                        DC
 
−
> > 11        CONSULTS                                                        DC
 
−
> > 12        C&P EXAMINATION REPORTS                                          DC
 
−
> > 13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
> > 14        FORM LETTERS                                                    DC
 
−
> > +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                 >>>
 
−
> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
> >    (Title)                  Restart                  Status...
 
−
> >    (Component)              Boilerplate Text          Delete
 
−
> > Select Action: Next Screen// Class  Class/DocumentClass
 
−
> >  Enter the Name of a new PROGRESS NOTES: TEST1
 
−
> > TYPE: (CL/DC): DC  DOCUMENT CLASS
 
−
> > CLASS OWNER: CLINICAL COORDINATOR  Replace
 
−
> > STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
 
  
−
> > SEQUENCE: 40
+
You have PENDING ALERTS
−
> > MNEMONIC: 40//
+
          Enter  "VA to jump to VIEW ALERTS option
−
> > MENU TEXT: Test1//
 
  
−
> >  Entry Created
+
Select Document Definitions (Manager) Option:
  
−
> > If you wish, you may enter another PROGRESS NOTES: ............................
+
You have PENDING ALERTS
−
> > Create Document Definitions  Nov 12, 2008@17:22:48          Page:    1 of    2
+
          Enter "VA to jump to VIEW ALERTS option
−
> >                                    BASICS
 
  
−
> >      Name                                                                Type
+
Select TIU Maintenance Menu Option:
  
−
...
+
Do you really want to halt? YES//
 +
</pre>
 +
====Session 3: Entering boilerplate text for pop-up.====
 +
<pre>
 +
GTM>S DUZ=60 D ^XUP
  
−
read more »
+
Setting up programmer environment
 +
This is a TEST account.
  
−
    Reply to author    Forward 
+
Terminal Type set to: C-VT100
−
 
−
 
−
 
−
You must Sign in before you can post messages.
 
−
To post a message you must first join this group.
 
−
Please update your nickname on the subscription settings page before posting.
 
−
You do not have the permission required to post.
 
−
 
−
 
−
4.  kdtop3@gmail.com 
 
−
View profile 
 
−
More options Nov 14 2008, 7:18 pm
 
−
From: "kdt...@gmail.com" <kdt...@gmail.com>
 
−
Date: Fri, 14 Nov 2008 16:18:08 -0800 (PST)
 
−
Local: Fri, Nov 14 2008 7:18 pm
 
−
Subject: Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
−
Sam,
 
  
−
I learn something new every day.  I had never seen that before.  Very
+
Select OPTION NAME: TIU IRM
−
cool! Does this define a new note title for everyone?  Why aren't
+
    1  TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
−
current definitions in that folder?
+
    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 +
CHOOSE 1-2: 1 TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
  
−
Thanks
+
You have PENDING ALERTS
−
Kevin
+
          Enter  "VA to jump to VIEW ALERTS option
  
−
On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
+
Select TIU Maintenance Menu Option: ?
  
−
- Hide quoted text -
+
  1      TIU Parameters Menu ...
−
- Show quoted text -
+
  2      Document Definitions (Manager) ...
−
> Ignacio,
+
  3      User Class Management ...
 +
  4      TIU Template Mgmt Functions ...
 +
  5      TIU Alert Tools
 +
  7      TIUHL7 Message Manager
 +
          Title Mapping Utilities ...
 +
  6      Active Title Cleanup Report
  
−
> You usually make a template in the GUI and assign to "Document Titles"
+
Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
−
> part of the tree in your Template editor. Once you choose that
 
−
> specific note title, you will get the template. That's much easier
 
−
> than going in roll-and-scroll and doing it there.
 
  
−
> On Thu, Nov 13, 2008 at 9:50 AM, Ignacio Valdes <ival...@hal-pc.org> wrote:
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
> > Once you have a system up and running, a large part of time (at
+
Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
−
> > Intracare anyway) is spent getting the forms into templates, managing
 
−
> > templates, and getting the document dialog boxes to display custom
 
−
> > titles and flow well. This is the real pay-dirt of the system. I hope
 
−
> > to demystify the process with just what you need to know and nothing
 
−
> > you don't. The terminal sessions below I believe covers about 99% of
 
−
> > what most people need to know. It creates a Progress Note TEST1
 
−
> > document class and a TEST1TL title class, makes them active and then
 
−
> > shows how to add template text into the Boilerplate field to make it
 
−
> > automatically pop up a template associated with the TEST1TL title when
 
−
> > a New Progress Note... named TEST1TL is added.
 
  
−
> > So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:
+
                  --- Manager Document Definition Menu ---
  
−
> > 1) Create a Progress Note Properties dialog box Progress Note Title.
+
You have PENDING ALERTS
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
+
          Enter  "VA to jump to VIEW ALERTS option
−
> > 2) Make it active.
 
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> >  b) Define VHA ENTERPRISE STANDARD TITLE
 
−
> > 3) Make a Progress Note Title automatically pop-up a template in CPRS.
 
−
> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
> >  b) Add template text to Boilerplate field.
 
−
> > 4) How to make a template Shared.
 
−
> >  a) Be a Clinical Coordinator.
 
−
> >  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.
 
−
> > 5) Fixing Location for clinical user.
 
−
> >  a) Select New Patient-->Click location-->Save Patient List Settings.
 
  
−
> > Take home message is that the TIU IRM MAINTENANCE MENU-->  2
+
Select Document Definitions (Manager) Option: ?
−
> > Document Definitions (Manager) ... is your friend. There are loads and
 
−
> > loads of TIU menus but this is the key one for managing the CPRS
 
−
> > Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one
 
−
> > all this occurs in. A-ha for making a title Active from Inactive is
 
−
> > defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of
 
−
> > possibilities, fortunately it seems to cover nearly every case. F1
 
−
> > pause then e will save and exit from the boilerplate editing session.
 
  
−
> > The terminal sessions below are the basic but very important maneuvers
+
  1      Edit Document Definitions
−
> > that really make the VistA system work locally. Try not to stray from
+
  2      Sort Document Definitions
−
> > this recipe or these menus as you can really foul things up (like I
+
  3      Create Document Definitions
−
> > did) and have to call in experts to do arcane maneuvers like delete
+
  4      Create Objects
−
> > orphans which may bork your system for a day (like I did).
+
  5      Create TIU/Health Summary Objects
  
−
> > While this example does not use Kevin Toppenberg's GUI-Config on
+
Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
−
> > purpose, once again, I cannot say how great Kevin Toppenberg's
 
−
> > GUI-Config utility is. It dramatically simplifies doing and
 
−
> > understanding some things, in this case being able to look around
 
−
> > broadly at these files and fields as well as making defining the
 
−
> > Boilerplate once the title entry is create a snap.
 
  
−
> > Session 1: Create a Progress Note Document Class
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
> > GTM>S DUZ=60 D ^XUP
+
Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
 +
.
 +
Edit Document Definitions    Nov 13, 2008@11:03:47          Page:    1 of    1
 +
                                    BASICS
  
−
> > Setting up programmer environment
+
      Name                                                                Type
−
> > This is a TEST account.
+
1      CLINICAL DOCUMENTS                                                  CL
 +
2      +PROGRESS NOTES                                                    CL
 +
3      +ADDENDUM                                                          DC
 +
4      +DISCHARGE SUMMARY                                                  CL
 +
5        CLINICAL PROCEDURES                                                CL
 +
6      +LR LABORATORY REPORTS                                              CL
 +
7      +SURGICAL REPORTS                                                  CL
  
−
> > Terminal Type set to: C-VT100
+
          ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Quit// Ex=2  Expand/Collapse
 +
......................................
 +
Edit Document Definitions    Nov 13, 2008@11:03:52          Page:   1 of    2
 +
                                    BASICS
  
−
> > Select OPTION NAME: TIU IRM
+
+      Name                                                                Type
−
> >    1   TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
+
2        PROGRESS NOTES                                                    CL
−
> >    2   TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
+
3        +PSYCHIATRY CARE                                                  DC
−
> > CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
+
4        +ADVANCE DIRECTIVE                                                DC
 +
5        +ADVERSE REACTION/ALLERGY                                        DC
 +
6        +CRISIS NOTE                                                      DC
 +
7        +CLINICAL WARNING                                                DC
 +
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        +TEST1                                                            DC
 +
13        +C&P EXAMINATION REPORTS                                          DC
 +
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
15        +FORM LETTERS                                                    DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit     Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text          Name/Owner/PrintName...   Copy/Move
 +
Select Action: Next Screen// Ex=12   Expand/Collapse
 +
Edit Document Definitions    Nov 13, 2008@11:04          Page:    1 of    2
 +
                                    BASICS
  
−
> > You have PENDING ALERTS
+
+      Name                                                                Type
−
> >          Enter "VA to jump to VIEW ALERTS option
+
2        PROGRESS NOTES                                                    CL
 +
3        +PSYCHIATRY CARE                                                  DC
 +
4        +ADVANCE DIRECTIVE                                                DC
 +
5        +ADVERSE REACTION/ALLERGY                                        DC
 +
6        +CRISIS NOTE                                                      DC
 +
7        +CLINICAL WARNING                                                DC
 +
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13          TEST1TL                                                        TL
 +
14        +C&P EXAMINATION REPORTS                                          DC
 +
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit    Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                Delete
 +
    Boilerplate Text         Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// Detail  Detailed Display/Edit
 +
Select Entry: (2-15): 13
 +
Detailed Display              Nov 13, 2008@11:04:42          Page:    1 of    3
 +
                                Title TEST1TL
  
−
> > Select TIU Maintenance Menu Option: ?
+
  Basics            Note: Values preceded by * have been inherited
 +
            Name:  TEST1TL
 +
  VHA Enterprise
 +
  Standard Title:  PSYCHIATRY ADMISSION EVALUATION NOTE
 +
    Abbreviation:  ADIR
 +
      Print Name:  ADVANCE DIRECTIVE
 +
            Type:  TITLE
 +
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  ACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
      Selection:  NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// Basics  Basics
  
−
> >  1      TIU Parameters Menu ...
+
Edit Abbreviation, Owner and Status only; Entry not Inactive
−
> >  2      Document Definitions (Manager) ...
+
ABBREVIATION: ADIR//
−
> >  3      User Class Management ...
+
CLASS OWNER: CLINICAL COORDINATOR  Replace
−
> >  4      TIU Template Mgmt Functions ...
+
STATUS: (A/I/T): ACTIVE// I  INACTIVE
−
> >  5      TIU Alert Tools
+
Entry (& any nonShared Components) Inactivated
−
> >  7      TIUHL7 Message Manager
+
Detailed Display              Nov 13, 2008@11:04:53         Page:    1 of    3
−
> >         Title Mapping Utilities ...
+
                                Title TEST1TL
−
> >  6      Active Title Cleanup Report
 
  
−
> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
  Basics            Note: Values preceded by * have been inherited
 +
            Name:  TEST1TL
 +
  VHA Enterprise
 +
  Standard Title:  PSYCHIATRY ADMISSION EVALUATION NOTE
 +
    Abbreviation:  ADIR
 +
      Print Name:  ADVANCE DIRECTIVE
 +
            Type:  TITLE
 +
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  INACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
      Selection:  NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Basics                    Technical Fields          Find
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// Boilerplate  Boilerplate Text
  
−
> > You have PENDING ALERTS
+
==[ WRAP ]==[ INSERT ]===============< TEST1TL >=============[ <PF1>H=Help ]====
−
> >          Enter  "VA to jump to VIEW ALERTS option
+
Test * ID: |PATIENT NAME| is a |PATIENT AGE| yr. old |PATIENT SEX|.
 +
* LEVEL OF CARE: Inpatient{FLD:BBB} Day Patient{FLD:BBB} IOP{FLD:BBB}
  
−
> > Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
+
<=======T=======T=======T=======T=======T=======T=======T=======T=======T>======
 +
Detailed Display              Nov 13, 2008@11:05:39          Page:   1 of    3
 +
                                Title TEST1TL
  
−
> >                  --- Manager Document Definition Menu ---
+
  Basics            Note: Values preceded by * have been inherited
 +
            Name:  TEST1TL
 +
  VHA Enterprise
 +
  Standard Title:  PSYCHIATRY ADMISSION EVALUATION NOTE
 +
    Abbreviation:  ADIR
 +
      Print Name:  ADVANCE DIRECTIVE
 +
            Type:  TITLE
 +
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  INACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
      Selection:  NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Basics                    Technical Fields          Find
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// Basics  Basics
 +
NAME: TEST1TL//
 +
ABBREVIATION: ADIR//
 +
PRINT NAME: ADVANCE DIRECTIVE//
  
−
> > You have PENDING ALERTS
+
EVERY Local Title must be mapped to a VHA Enterprise Standard Title.
−
> >          Enter  "VA to jump to VIEW ALERTS option
 
  
−
> > Select Document Definitions (Manager) Option: ?
+
Direct Mapping to Enterprise Standard Title...
 +
Your LOCAL Title is: TEST1TL
  
−
> >   1      Edit Document Definitions
+
   NOTE: Only ACTIVE Titles may be selected...
−
> >  2      Sort Document Definitions
 
−
> >  3      Create Document Definitions
 
−
> >  4      Create Objects
 
−
> >  5      Create TIU/Health Summary Objects
 
  
−
> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
+
    The LOCAL Title: TEST1TL
 +
      is already mapped to
 +
VHA Enterprise Title: PSYCHIATRY ADMISSION EVALUATION NOTE
  
−
> > You have PENDING ALERTS
+
Do you want to RE-MAP it? NO//
−
> >          Enter  "VA to jump to VIEW ALERTS option
+
... OK, No Harm Done!
  
−
> > Select Document Definitions (Manager) Option: 3 Create Document Definitions....
+
TYPE: (TL): TL//  TITLE
−
> > ...
+
CLASS OWNER: CLINICAL COORDINATOR Replace
−
> > Create Document Definitions  Nov 12, 2008@17:21:56         Page:    1 of    1
+
SUPPRESS VISIT SELECTION: NO//
−
> >                                    BASICS
+
STATUS: (A/I/T): INACTIVE// A  ACTIVE Entry Activated.
 +
Detailed Display              Nov 13, 2008@11:06:01         Page:    1 of    3
 +
                                Title TEST1TL
  
−
> >       Name                                                                 Type
+
  Basics            Note: Values preceded by * have been inherited
−
> > 1      CLINICAL DOCUMENTS                                                  CL
+
            Name:  TEST1TL
−
> > 2       PROGRESS NOTES                                                    CL
+
  VHA Enterprise
−
> > 3        ADDENDUM                                                          DC
+
  Standard Title:  PSYCHIATRY ADMISSION EVALUATION NOTE
−
> > 4        DISCHARGE SUMMARY                                                  CL
+
    Abbreviation:  ADIR
−
> > 5        CLINICAL PROCEDURES                                                CL
+
       Print Name:  ADVANCE DIRECTIVE
−
> > 6        LR LABORATORY REPORTS                                              CL
+
            Type:  TITLE
−
> > 7        SURGICAL REPORTS                                                  CL
+
            IFN:  1404
 +
        National
 +
        Standard:  NO
 +
          Status:  ACTIVE
 +
          Owner:  CLINICAL COORDINATOR
 +
          In Use:  NO
 +
  Suppress Visit
 +
       Selection:  NO
 +
+        ? Help      +, - Next, Previous Screen    PS/PL
 +
    Basics                    Technical Fields          Find
 +
    Items: Seq Mnem MenuTxt  Edit Upload              Quit
 +
    Boilerplate Text          Try
 +
Select Action: Next Screen// q  Quit
 +
Edit Document Definitions    Nov 13, 2008@11:06:03          Page:    1 of    2
 +
                                    BASICS
  
−
> >          New Users, Please Enter '?NEW' for Help                           >>>
+
+      Name                                                                Type
−
> >    Class/DocumentClass      Next Level                Detailed Display/Edit
+
2        PROGRESS NOTES                                                    CL
−
> >    (Title)                  Restart                  Status...
+
3        +PSYCHIATRY CARE                                                  DC
−
> >    (Component)              Boilerplate Text          Delete
+
4        +ADVANCE DIRECTIVE                                                DC
−
> > Select Action: Next Level//   Next Level
+
5        +ADVERSE REACTION/ALLERGY                                        DC
−
> >  Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
+
6        +CRISIS NOTE                                                      DC
−
> > Create Document Definitions   Nov 12, 2008@17:22:04          Page:    1 of    2
+
7        +CLINICAL WARNING                                                DC
−
> >                                    BASICS
+
8        +HISTORICAL TITLES                                                DC
 +
9        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 +
10        +ADDICTION SEVERITY INDEX                                        DC
 +
11        +CONSULTS                                                        DC
 +
12        TEST1                                                            DC
 +
13          TEST1TL                                                        TL
 +
14        +C&P EXAMINATION REPORTS                                          DC
 +
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 +
+        ?Help   >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 +
    Expand/Collapse          Detailed Display/Edit     Items: Seq Mnem MenuTxt
 +
    Jump to Document Def      Status...                 Delete
 +
    Boilerplate Text          Name/Owner/PrintName...  Copy/Move
 +
Select Action: Next Screen// q   Q
  
−
> >      Name                                                                Type
+
                  --- Manager Document Definition Menu ---
−
> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
> > 2        PROGRESS NOTES                                                    CL
 
−
> > 3          PSYCHIATRY CARE                                                  DC
 
−
> > 4          ADVANCE DIRECTIVE                                                DC
 
−
> > 5          ADVERSE REACTION/ALLERGY                                        DC
 
−
> > 6          CRISIS NOTE                                                      DC
 
−
> > 7          CLINICAL WARNING                                                DC
 
−
> > 8          HISTORICAL TITLES                                                DC
 
−
> > 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
> > 10        ADDICTION SEVERITY INDEX                                        DC
 
−
> > 11        CONSULTS                                                        DC
 
−
> > 12        C&P EXAMINATION REPORTS                                          DC
 
−
> > 13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
> > 14        FORM LETTERS                                                    DC
 
−
> > +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                 >>>
 
−
> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
> >    (Title)                  Restart                  Status...
 
−
> >    (Component)              Boilerplate Text          Delete
 
−
> > Select Action: Next Screen// Class  Class/DocumentClass
 
−
> >  Enter the Name of a new PROGRESS NOTES: TEST1
 
−
> > TYPE: (CL/DC): DC  DOCUMENT CLASS
 
−
> > CLASS OWNER: CLINICAL COORDINATOR  Replace
 
−
> > STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
 
  
−
> > SEQUENCE: 40
+
You have PENDING ALERTS
−
> > MNEMONIC: 40//
+
          Enter  "VA to jump to VIEW ALERTS option
−
> > MENU TEXT: Test1//
 
  
−
> > Entry Created
+
Select Document Definitions (Manager) Option: q ??
  
−
> > If you wish, you may enter another PROGRESS NOTES: ............................
+
You have PENDING ALERTS
−
> > Create Document Definitions  Nov 12, 2008@17:22:48          Page:    1 of    2
+
          Enter "VA to jump to VIEW ALERTS option
−
> >                                    BASICS
 
  
−
> >      Name               
+
Select Document Definitions (Manager) Option:
  
−
...
+
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
  
−
read more »
+
Select TIU Maintenance Menu Option:
  
−
    Reply to author    Forward     
+
Do you really want to halt? YES//
−
Report spam
+
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−
Reporting spam
 
−
Message reported
 
−
    Rate this post: Text for clearing space
 
−
 
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−
You must Sign in before you can post messages.
 
−
To post a message you must first join this group.
 
−
Please update your nickname on the subscription settings page before posting.
 
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−
 
 
 
−
5.  Sam Habiel  
+
===2.  Sam Habiel Fri, 14 Nov 2008 02:45:51 -0800===
−
View profile 
 
−
More options Nov 15 2008, 11:53 pm
 
−
From: "Sam Habiel" <sam.hab...@gmail.com>
 
−
Date: Sat, 15 Nov 2008 20:53:47 -0800
 
−
Local: Sat, Nov 15 2008 11:53 pm
 
−
Subject: Re: [Hardhats] Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
−
Oh yes, Kevin. Once you attach a template to a note title, anybody can
 
−
access it by selecting that note. You can make it a default note by
 
−
going to Tools>Options whenever you write a note.
 
  
−
Sam
+
Ignacio,
  
−
- Hide quoted text -
+
You usually make a template in the GUI and assign to "Document Titles"
−
- Show quoted text -
+
part of the tree in your Template editor. Once you choose that
−
On Sat, Nov 15, 2008 at 8:52 PM, Sam Habiel <sam.hab...@gmail.com> wrote:
+
specific note title, you will get the template. That's much easier
−
> You can make templates and just attach them to what ever note title.
+
than going in roll-and-scroll and doing it there.
−
> You sill have to define the note title in TIU Manager Menu on the roll
+
−
> and scroll side.
+
===3. I, Valdes  Fri, 14 Nov 2008 08:33:50 -0800 (PST)===
  
−
> Ignacio,
+
Yeah, I'd say that's a bajillion times easier than text-based. Now if
 +
that only existed for Order Sets? Thanks! -- IV
 +
 +
===4.  kdtop3  Fri, 14 Nov 2008 16:18:08 -0800 (PST)===
  
−
> Yes, I would love for Order Set and Order Menus to be designed on the
+
Sam,
−
> GUI side. It is rather harrowing trying to arrange stuff on roll and
 
−
> scroll.
 
  
−
> Sam
+
I learn something new every day.  I had never seen that before.  Very
 +
cool!  Does this define a new note title for everyone?  Why aren't
 +
current definitions in that folder?
  
−
> On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
+
Thanks
 +
Kevin
 +
 +
===5.  Sam Habiel Sat, 15 Nov 2008 20:53:47 -0800===
  
−
>> Sam,
+
Oh yes, Kevin. Once you attach a template to a note title, anybody can
 +
access it by selecting that note. You can make it a default note by
 +
going to Tools>Options whenever you write a note.
  
−
>> I learn something new every day.  I had never seen that before.  Very
+
Sam
−
>> cool!  Does this define a new note title for everyone?  Why aren't
+
−
>> current definitions in that folder?
+
===6.  I, Valdes   Sat, 15 Nov 2008 20:57:02 -0800 (PST)===
−
 
 
−
>> Thanks
 
−
>> Kevin
 
−
 
 
−
>> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>>> Ignacio,
 
−
 
 
−
>>> You usually make a template in the GUI and assign to "Document Titles"
 
−
>>> part of the tree in your Template editor. Once you choose that
 
−
>>> specific note title, you will get the template. That's much easier
 
−
>>> than going in roll-and-scroll and doing it there.
 
−
 
 
−
>>> On Thu, Nov 13, 2008 at 9:50 AM, Ignacio Valdes <ival...@hal-pc.org> wrote:
 
−
 
 
−
>>> > Once you have a system up and running, a large part of time (at
 
−
>>> > Intracare anyway) is spent getting the forms into templates, managing
 
−
>>> > templates, and getting the document dialog boxes to display custom
 
−
>>> > titles and flow well. This is the real pay-dirt of the system. I hope
 
−
>>> > to demystify the process with just what you need to know and nothing
 
−
>>> > you don't. The terminal sessions below I believe covers about 99% of
 
−
>>> > what most people need to know. It creates a Progress Note TEST1
 
−
>>> > document class and a TEST1TL title class, makes them active and then
 
−
>>> > shows how to add template text into the Boilerplate field to make it
 
−
>>> > automatically pop up a template associated with the TEST1TL title when
 
−
>>> > a New Progress Note... named TEST1TL is added.
 
−
 
 
−
>>> > So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:
 
−
 
 
−
>>> > 1) Create a Progress Note Properties dialog box Progress Note Title.
 
−
>>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>>> > 2) Make it active.
 
−
>>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>>> >  b) Define VHA ENTERPRISE STANDARD TITLE
 
−
>>> > 3) Make a Progress Note Title automatically pop-up a template in CPRS.
 
−
>>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>>> >  b) Add template text to Boilerplate field.
 
−
>>> > 4) How to make a template Shared.
 
−
>>> >  a) Be a Clinical Coordinator.
 
−
>>> >  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.
 
−
>>> > 5) Fixing Location for clinical user.
 
−
>>> >  a) Select New Patient-->Click location-->Save Patient List Settings.
 
−
 
 
−
>>> > Take home message is that the TIU IRM MAINTENANCE MENU-->  2
 
−
>>> > Document Definitions (Manager) ... is your friend. There are loads and
 
−
>>> > loads of TIU menus but this is the key one for managing the CPRS
 
−
>>> > Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one
 
−
>>> > all this occurs in. A-ha for making a title Active from Inactive is
 
−
>>> > defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of
 
−
>>> > possibilities, fortunately it seems to cover nearly every case. F1
 
−
>>> > pause then e will save and exit from the boilerplate editing session.
 
−
 
 
−
>>> > The terminal sessions below are the basic but very important maneuvers
 
−
>>> > that really make the VistA system work locally. Try not to stray from
 
−
>>> > this recipe or these menus as you can really foul things up (like I
 
−
>>> > did) and have to call in experts to do arcane maneuvers like delete
 
−
>>> > orphans which may bork your system for a day (like I did).
 
−
 
 
−
>>> > While this example does not use Kevin Toppenberg's GUI-Config on
 
−
>>> > purpose, once again, I cannot say how great Kevin Toppenberg's
 
−
>>> > GUI-Config utility is. It dramatically simplifies doing and
 
−
>>> > understanding some things, in this case being able to look around
 
−
>>> > broadly at these files and fields as well as making defining the
 
−
>>> > Boilerplate once the title entry is create a snap.
 
−
 
 
−
>>> > Session 1: Create a Progress Note Document Class
 
−
 
 
−
>>> > GTM>S DUZ=60 D ^XUP
 
−
 
 
−
>>> > Setting up programmer environment
 
−
>>> > This is a TEST account.
 
−
 
 
−
>>> > Terminal Type set to: C-VT100
 
−
 
 
−
>>> > Select OPTION NAME: TIU IRM
 
−
>>> >    1  TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
 
−
>>> >    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 
−
>>> > CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
 
−
 
 
−
>>> > You have PENDING ALERTS
 
−
>>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>>> > Select TIU Maintenance Menu Option: ?
 
−
 
 
−
>>> >  1      TIU Parameters Menu ...
 
−
>>> >  2      Document Definitions (Manager) ...
 
−
>>> >  3      User Class Management ...
 
−
>>> >  4      TIU Template Mgmt Functions ...
 
−
>>> >  5      TIU Alert Tools
 
−
>>> >  7      TIUHL7 Message Manager
 
−
>>> >          Title Mapping Utilities ...
 
−
>>> >  6     Active Title Cleanup Report
 
−
 
 
−
>>> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
 
−
 
 
−
>>> > You have PENDING ALERTS
 
−
>>> >          Enter "VA to jump to VIEW ALERTS option
 
−
 
 
−
>>> > Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
 
−
 
 
−
>>> >                  --- Manager Document Definition Menu ---
 
−
 
 
−
>>> > You have PENDING ALERTS
 
−
>>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>>> > Select Document Definitions (Manager) Option: ?
 
−
 
 
−
>>> >  1      Edit Document Definitions
 
−
>>> >  2      Sort Document Definitions
 
−
>>> >  3      Create Document Definitions
 
−
>>> >  4      Create Objects
 
−
>>> >  5      Create TIU/Health Summary Objects
 
−
 
 
−
>>> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
 
−
 
 
−
>>> > You have PENDING ALERTS
 
−
>>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>>> > Select Document Definitions (Manager) Option: 3  Create Document Definitions....
 
−
>>> > ...
 
−
>>> > Create Document Definitions   Nov 12, 2008@17:21:56          Page:    1 of    1
 
−
>>> >                                    BASICS
 
−
 
 
−
>>> >      Name                                                                Type
 
−
>>> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
>>> > 2        PROGRESS NOTES                                                    CL
 
−
>>> > 3        ADDENDUM                                                          DC
 
−
>>> > 4        DISCHARGE SUMMARY                                                  CL
 
−
>>> > 5        CLINICAL PROCEDURES                                                CL
 
−
>>> > 6        LR LABORATORY REPORTS                                              CL
 
−
>>> > 7        SURGICAL REPORTS                                                  CL
 
−
 
 
−
>>> >          New Users, Please Enter '?NEW' for Help                            >>>
 
−
>>> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>>> >    (Title)                  Restart                  Status...
 
−
>>> >    (Component)              Boilerplate Text          Delete
 
−
>>> > Select Action: Next Level//    Next Level
 
−
>>> >  Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
 
−
>>> > Create Document Definitions  Nov 12, 2008@17:22:04          Page:   1 of    2
 
−
>>> >                                    BASICS
 
−
 
 
−
>>> >      Name                                                                Type
 
−
>>> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
>>> > 2        PROGRESS NOTES                                                    CL
 
−
>>> > 3          PSYCHIATRY CARE                                                  DC
 
−
>>> > 4          ADVANCE DIRECTIVE                                                DC
 
−
>>> > 5          ADVERSE REACTION/ALLERGY                                        DC
 
−
>>> > 6          CRISIS NOTE                                                      DC
 
−
>>> > 7          CLINICAL WARNING                                                DC
 
−
>>> > 8          HISTORICAL TITLES                                                DC
 
−
>>> > 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
>>> > 10        ADDICTION SEVERITY INDEX                                        DC
 
−
>>> > 11        CONSULTS                                                        DC
 
−
>>> > 12        C&P EXAMINATION REPORTS                                          DC
 
−
>>> > 13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
>>> > 14        FORM LETTERS                                                    DC
 
−
>>> > +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                 >>>
 
−
>>> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>>> >    (Title)                   Restart                  Status...
 
−
>>> >    (Component)              Boilerplate Text          Delete
 
−
>>> > Select Action: Next Screen// Class  Class/DocumentClass
 
−
>>> >  Enter the Name of a new PROGRESS NOTES: TEST1
 
−
>>> > TYPE: (CL/DC): DC  DOCUMENT CLASS
 
−
>>> > CLASS OWNER: CLINICAL COORDINATOR  Replace
 
−
>>> > STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
 
−
 
 
−
>>> > SEQUENCE: 40
 
−
>>> > MNEMONIC: 40//
 
−
>>> > MENU TEXT: Test1//
 
−
 
 
−
>>> >  Entry Created
 
−
 
 
−
>>> >  If you wish, you may enter another PROGRESS NOTES: ............................
 
−
>>> > Create Document Definitions  Nov 12, 2008@17:22:48          Page:    1 of    2
 
−
 
 
−
...
 
−
 
 
−
read more »
 
  
−
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6.  I, Valdes 
 
−
View profile 
 
−
More options Nov 15 2008, 11:57 pm
 
−
From: "I, Valdes" <ival...@hal-pc.org>
 
−
Date: Sat, 15 Nov 2008 20:57:02 -0800 (PST)
 
−
Local: Sat, Nov 15 2008 11:57 pm
 
−
Subject: Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Remove | Report this message | Find messages by this author
 
 
A little confused, does that publish it system wide so that anyone can
 
A little confused, does that publish it system wide so that anyone can
 
see it in the Progress Note Properties dialog box Title selections? --
 
see it in the Progress Note Properties dialog box Title selections? --
 
IV
 
IV
 +
 +
===7.  Sam Habiel Sat, 15 Nov 2008 20:58:46 -0800===
  
−
On Nov 15, 10:53 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
 
−
- Hide quoted text -
 
−
- Show quoted text -
 
−
> Oh yes, Kevin. Once you attach a template to a note title, anybody can
 
−
> access it by selecting that note. You can make it a default note by
 
−
> going to Tools>Options whenever you write a note.
 
−
 
−
> Sam
 
−
 
−
> On Sat, Nov 15, 2008 at 8:52 PM, Sam Habiel <sam.hab...@gmail.com> wrote:
 
−
> > You can make templates and just attach them to what ever note title.
 
−
> > You sill have to define the note title in TIU Manager Menu on the roll
 
−
> > and scroll side.
 
−
 
−
> > Ignacio,
 
−
 
−
> > Yes, I would love for Order Set and Order Menus to be designed on the
 
−
> > GUI side. It is rather harrowing trying to arrange stuff on roll and
 
−
> > scroll.
 
−
 
−
> > Sam
 
−
 
−
> > On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
 
−
 
−
> >> Sam,
 
−
 
−
> >> I learn something new every day.  I had never seen that before.  Very
 
−
> >> cool!  Does this define a new note title for everyone?  Why aren't
 
−
> >> current definitions in that folder?
 
−
 
−
> >> Thanks
 
−
> >> Kevin
 
−
 
−
> >> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
> >>> Ignacio,
 
−
 
−
> >>> You usually make a template in the GUI and assign to "Document Titles"
 
−
> >>> part of the tree in your Template editor. Once you choose that
 
−
> >>> specific note title, you will get the template. That's much easier
 
−
> >>> than going in roll-and-scroll and doing it there.
 
−
 
−
 
−
    Reply to author    Forward 
 
−
 
−
 
−
 
−
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−
To post a message you must first join this group.
 
−
Please update your nickname on the subscription settings page before posting.
 
−
You do not have the permission required to post.
 
−
 
−
 
−
7.  Sam Habiel 
 
−
View profile 
 
−
More options Nov 15 2008, 11:58 pm
 
−
From: "Sam Habiel" <sam.hab...@gmail.com>
 
−
Date: Sat, 15 Nov 2008 20:58:46 -0800
 
−
Local: Sat, Nov 15 2008 11:58 pm
 
−
Subject: Re: [Hardhats] Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
 
Yes. If you attach a note title to a template, anybody with access to
 
Yes. If you attach a note title to a template, anybody with access to
 
CPRS when selecting a note title will have this template pop up.
 
CPRS when selecting a note title will have this template pop up.
  
 
Sam
 
Sam
 +
 +
===8.  I, Valdes Mon, 17 Nov 2008 09:08:45 -0800 (PST)===
  
−
- Hide quoted text -
 
−
- Show quoted text -
 
−
On Sat, Nov 15, 2008 at 8:57 PM, I, Valdes <ival...@hal-pc.org> wrote:
 
−
 
−
> A little confused, does that publish it system wide so that anyone can
 
−
> see it in the Progress Note Properties dialog box Title selections? --
 
−
> IV
 
−
 
−
> On Nov 15, 10:53 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>> Oh yes, Kevin. Once you attach a template to a note title, anybody can
 
−
>> access it by selecting that note. You can make it a default note by
 
−
>> going to Tools>Options whenever you write a note.
 
−
 
−
>> Sam
 
−
 
−
>> On Sat, Nov 15, 2008 at 8:52 PM, Sam Habiel <sam.hab...@gmail.com> wrote:
 
−
>> > You can make templates and just attach them to what ever note title.
 
−
>> > You sill have to define the note title in TIU Manager Menu on the roll
 
−
>> > and scroll side.
 
−
 
−
>> > Ignacio,
 
−
 
−
>> > Yes, I would love for Order Set and Order Menus to be designed on the
 
−
>> > GUI side. It is rather harrowing trying to arrange stuff on roll and
 
−
>> > scroll.
 
−
 
−
>> > Sam
 
−
 
−
>> > On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
 
−
 
−
>> >> Sam,
 
−
 
−
>> >> I learn something new every day.  I had never seen that before.  Very
 
−
>> >> cool!  Does this define a new note title for everyone?  Why aren't
 
−
>> >> current definitions in that folder?
 
−
 
−
>> >> Thanks
 
−
>> >> Kevin
 
−
 
−
>> >> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>> >>> Ignacio,
 
−
 
−
>> >>> You usually make a template in the GUI and assign to "Document Titles"
 
−
>> >>> part of the tree in your Template editor. Once you choose that
 
−
>> >>> specific note title, you will get the template. That's much easier
 
−
>> >>> than going in roll-and-scroll and doing it there.
 
−
 
−
 
−
    Reply to author    Forward     
 
−
Report spam
 
−
Reporting spam
 
−
Message reported
 
−
    Rate this post: Text for clearing space
 
−
 
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−
 
−
 
−
8.  I, Valdes 
 
−
View profile 
 
−
More options Nov 17 2008, 12:08 pm
 
−
From: "I, Valdes" <ival...@hal-pc.org>
 
−
Date: Mon, 17 Nov 2008 09:08:45 -0800 (PST)
 
−
Local: Mon, Nov 17 2008 12:08 pm
 
−
Subject: Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Remove | Report this message | Find messages by this author
 
 
Okay, I've played with it some more. As far as I can tell you can
 
Okay, I've played with it some more. As far as I can tell you can
 
associate it with an already existing note title but it does not seem
 
associate it with an already existing note title but it does not seem
Line 1,249: Line 1,062:
 
then you still have to go into text based and define a new title, is
 
then you still have to go into text based and define a new title, is
 
that right?  -- IV
 
that right?  -- IV
 +
 +
===9.  Sam Habiel Mon, 17 Nov 2008 16:56:58 -0800===
  
−
On Nov 15, 10:58 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
+
Correct.
−
 
 
−
- Hide quoted text -
 
−
- Show quoted text -
 
−
> Yes. If you attach a note title to a template, anybody with access to
 
−
> CPRS when selecting a note title will have this template pop up.
 
−
 
 
−
> Sam
 
−
 
 
−
> On Sat, Nov 15, 2008 at 8:57 PM, I, Valdes <ival...@hal-pc.org> wrote:
 
−
 
 
−
> > A little confused, does that publish it system wide so that anyone can
 
−
> > see it in the Progress Note Properties dialog box Title selections? --
 
−
> > IV
 
−
 
 
−
> > On Nov 15, 10:53 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
> >> Oh yes, Kevin. Once you attach a template to a note title, anybody can
 
−
> >> access it by selecting that note. You can make it a default note by
 
−
> >> going to Tools>Options whenever you write a note.
 
−
 
 
−
> >> Sam
 
−
 
 
−
> >> On Sat, Nov 15, 2008 at 8:52 PM, Sam Habiel <sam.hab...@gmail.com> wrote:
 
−
> >> > You can make templates and just attach them to what ever note title.
 
−
> >> > You sill have to define the note title in TIU Manager Menu on the roll
 
−
> >> > and scroll side.
 
−
 
 
−
> >> > Ignacio,
 
−
 
 
−
> >> > Yes, I would love for Order Set and Order Menus to be designed on the
 
−
> >> > GUI side. It is rather harrowing trying to arrange stuff on roll and
 
−
> >> > scroll.
 
−
 
 
−
> >> > Sam
 
−
 
 
−
> >> > On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
 
−
 
 
−
> >> >> Sam,
 
−
 
 
−
> >> >> I learn something new every day.  I had never seen that before.  Very
 
−
> >> >> cool!  Does this define a new note title for everyone?  Why aren't
 
−
> >> >> current definitions in that folder?
 
−
 
 
−
> >> >> Thanks
 
−
> >> >> Kevin
 
−
 
 
−
> >> >> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
> >> >>> Ignacio,
 
−
 
 
−
> >> >>> You usually make a template in the GUI and assign to "Document Titles"
 
−
> >> >>> part of the tree in your Template editor. Once you choose that
 
−
> >> >>> specific note title, you will get the template. That's much easier
 
−
> >> >>> than going in roll-and-scroll and doing it there.
 
−
 
 
−
 
 
−
    Reply to author    Forward 
 
−
 
−
 
−
 
−
You must Sign in before you can post messages.
 
−
To post a message you must first join this group.
 
−
Please update your nickname on the subscription settings page before posting.
 
−
You do not have the permission required to post.
 
−
 
 
 
−
9.  Sam Habiel  
+
===10.  Sam Habiel  Sat, 15 Nov 2008 20:52:54 -0800===
−
View profile 
 
−
More options Nov 17 2008, 7:56 pm
 
−
From: "Sam Habiel" <sam.hab...@gmail.com>
 
−
Date: Mon, 17 Nov 2008 16:56:58 -0800
 
−
Local: Mon, Nov 17 2008 7:56 pm
 
−
Subject: Re: [Hardhats] Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
−
Correct.
 
−
 
 
−
- Hide quoted text -
 
−
- Show quoted text -
 
−
On Mon, Nov 17, 2008 at 9:08 AM, I, Valdes <ival...@hal-pc.org> wrote:
 
−
 
 
−
> Okay, I've played with it some more. As far as I can tell you can
 
−
> associate it with an already existing note title but it does not seem
 
−
> to create new note titles. If you want custom titles to associate with
 
−
> then you still have to go into text based and define a new title, is
 
−
> that right? -- IV
 
−
 
 
−
> On Nov 15, 10:58 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>> Yes. If you attach a note title to a template, anybody with access to
 
−
>> CPRS when selecting a note title will have this template pop up.
 
−
 
 
−
>> Sam
 
−
 
 
−
>> On Sat, Nov 15, 2008 at 8:57 PM, I, Valdes <ival...@hal-pc.org> wrote:
 
−
 
 
−
>> > A little confused, does that publish it system wide so that anyone can
 
−
>> > see it in the Progress Note Properties dialog box Title selections? --
 
−
>> > IV
 
−
 
 
−
>> > On Nov 15, 10:53 pm, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>> >> Oh yes, Kevin. Once you attach a template to a note title, anybody can
 
−
>> >> access it by selecting that note. You can make it a default note by
 
−
>> >> going to Tools>Options whenever you write a note.
 
−
 
 
−
>> >> Sam
 
−
 
 
−
>> >> On Sat, Nov 15, 2008 at 8:52 PM, Sam Habiel <sam.hab...@gmail.com> wrote:
 
−
>> >> > You can make templates and just attach them to what ever note title.
 
−
>> >> > You sill have to define the note title in TIU Manager Menu on the roll
 
−
>> >> > and scroll side.
 
−
 
 
−
>> >> > Ignacio,
 
−
 
 
−
>> >> > Yes, I would love for Order Set and Order Menus to be designed on the
 
−
>> >> > GUI side. It is rather harrowing trying to arrange stuff on roll and
 
−
>> >> > scroll.
 
−
 
 
−
>> >> > Sam
 
−
 
 
−
>> >> > On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
 
−
 
 
−
>> >> >> Sam,
 
−
 
 
−
>> >> >> I learn something new every day.  I had never seen that before.  Very
 
−
>> >> >> cool!  Does this define a new note title for everyone?  Why aren't
 
−
>> >> >> current definitions in that folder?
 
−
 
 
−
>> >> >> Thanks
 
−
>> >> >> Kevin
 
−
 
 
−
>> >> >> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
 
−
>> >> >>> Ignacio,
 
−
 
 
−
>> >> >>> You usually make a template in the GUI and assign to "Document Titles"
 
−
>> >> >>> part of the tree in your Template editor. Once you choose that
 
−
>> >> >>> specific note title, you will get the template. That's much easier
 
−
>> >> >>> than going in roll-and-scroll and doing it there.
 
−
 
 
  
−
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−
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10.  Sam Habiel 
 
−
View profile 
 
−
More options Nov 15 2008, 11:52 pm
 
−
From: "Sam Habiel" <sam.hab...@gmail.com>
 
−
Date: Sat, 15 Nov 2008 20:52:54 -0800
 
−
Local: Sat, Nov 15 2008 11:52 pm
 
−
Subject: Re: [Hardhats] Re: Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.
 
−
Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author
 
 
You can make templates and just attach them to what ever note title.
 
You can make templates and just attach them to what ever note title.
 
You sill have to define the note title in TIU Manager Menu on the roll
 
You sill have to define the note title in TIU Manager Menu on the roll
Line 1,419: Line 1,079:
 
scroll.
 
scroll.
  
−
Sam
+
Sam  
  
−
- Hide quoted text -
+
===11.  Ignacio Valdes Mon, 14 Dec 2009 16:07:54 -0600===
−
- Show quoted text -
+
So if you have a expandable/collapsible template, is it possible to
−
On Fri, Nov 14, 2008 at 4:18 PM, kdt...@gmail.com <kdt...@gmail.com> wrote:
+
get the expandable/collapsible parts into Boilerplate so that it comes
 +
up automatically when the document type is selected? Right now I'm
 +
seeing that Boilerplate looks flat and unable to support
 +
expandable/collapsible templates. Is that so? -- IV
 +
 +
===12.  kdtop3 Mon, 14 Dec 2009 14:57:08 -0800 (PST)===
  
−
> Sam,
+
Let me expand a bit on Ignacio's question, after talking to him today.
  
−
> I learn something new every day.  I had never seen that before.  Very
+
There are at least two ways of getting templates into a document in
−
> cool!  Does this define a new note title for everyone? Why aren't
+
CPRS.  The first is by a template.  There are examples of templates
−
> current definitions in that folder?
+
from the VA etc that are multi-level.  That is to say, that when you
 +
check a box, then the template will expand and give the users more
 +
questions to ask. When you go into the template editor, these are
 +
organized in a hierarchical manner, looking almost like directories
 +
and sub-directories.
  
−
> Thanks
+
Eddie made such a template for Ignacio.  Ignacio had a questionnaire
−
> Kevin
+
for nurses to fill out that included a long section about
 +
adolescents.  He didn't want his staff to have to deal with that part
 +
for adults.  So Eddie followed the example of the VA templates and put
 +
that part in a sub-document (I think the term is "drawer"), and now
 +
when this template is launched, there is a checkbox for Adolescents.
 +
If that is checked, then the questionnaire is expanded as expected.
 +
And if not checked, it is skipped.
  
−
> On Nov 14, 5:45 am, "Sam Habiel" <sam.hab...@gmail.com> wrote:
+
Now on to the second way of getting automatic text into a note. And
−
>> Ignacio,
+
that is with a boilerplate. This is a template that is launched
 +
automatically whenever a particular title is selected. If this
 +
boilerplate text includes |TextObjects| then the objects will
 +
evaluated. For example, |PATIENT NAME| would be turned to the proper
 +
name etc.
  
−
>> You usually make a template in the GUI and assign to "Document Titles"
+
So Ignacio has copied the template, which works as a template, and
−
>> part of the tree in your Template editor. Once you choose that
+
pasted it into the boilerplate field for the document definition.
−
>> specific note title, you will get the template. That's much easier
+
Now, when he launches the particular note title, the boilerplate gets
−
>> than going in roll-and-scroll and doing it there.
+
executed, and he gets all the dialogs etc that he expected. EXCEPT
 +
that the Adolescent checkbox to expand is missing.
  
−
>> On Thu, Nov 13, 2008 at 9:50 AM, Ignacio Valdes <ival...@hal-pc.org> wrote:
+
So here is the question.  Is it possible to have sub-documents, or
 +
drawers, or whatever they are called, when using boilerplate text?
  
−
>> > Once you have a system up and running, a large part of time (at
+
Thanks
−
>> > Intracare anyway) is spent getting the forms into templates, managing
+
Kevin  
−
>> > templates, and getting the document dialog boxes to display custom
+
----
−
>> > titles and flow well. This is the real pay-dirt of the system. I hope
 
−
>> > to demystify the process with just what you need to know and nothing
 
−
>> > you don't. The terminal sessions below I believe covers about 99% of
 
−
>> > what most people need to know. It creates a Progress Note TEST1
 
−
>> > document class and a TEST1TL title class, makes them active and then
 
−
>> > shows how to add template text into the Boilerplate field to make it
 
−
>> > automatically pop up a template associated with the TEST1TL title when
 
−
>> > a New Progress Note... named TEST1TL is added.
 
−
 
 
−
>> > So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:
 
−
 
 
−
>> > 1) Create a Progress Note Properties dialog box Progress Note Title.
 
−
>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>> > 2) Make it active.
 
−
>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>> >  b) Define VHA ENTERPRISE STANDARD TITLE
 
−
>> > 3) Make a Progress Note Title automatically pop-up a template in CPRS.
 
−
>> >  a) TIU IRM MAINTENANCE MENU-->  2      Document Definitions (Manager)
 
−
>> >  b) Add template text to Boilerplate field.
 
−
>> > 4) How to make a template Shared.
 
−
>> >  a) Be a Clinical Coordinator.
 
−
>> >  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.
 
−
>> > 5) Fixing Location for clinical user.
 
−
>> >  a) Select New Patient-->Click location-->Save Patient List Settings.
 
−
 
 
−
>> > Take home message is that the TIU IRM MAINTENANCE MENU-->  2
 
−
>> > Document Definitions (Manager) ... is your friend. There are loads and
 
−
>> > loads of TIU menus but this is the key one for managing the CPRS
 
−
>> > Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one
 
−
>> > all this occurs in. A-ha for making a title Active from Inactive is
 
−
>> > defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of
 
−
>> > possibilities, fortunately it seems to cover nearly every case. F1
 
−
>> > pause then e will save and exit from the boilerplate editing session.
 
−
 
 
−
>> > The terminal sessions below are the basic but very important maneuvers
 
−
>> > that really make the VistA system work locally. Try not to stray from
 
−
>> > this recipe or these menus as you can really foul things up (like I
 
−
>> > did) and have to call in experts to do arcane maneuvers like delete
 
−
>> > orphans which may bork your system for a day (like I did).
 
−
 
 
−
>> > While this example does not use Kevin Toppenberg's GUI-Config on
 
−
>> > purpose, once again, I cannot say how great Kevin Toppenberg's
 
−
>> > GUI-Config utility is. It dramatically simplifies doing and
 
−
>> > understanding some things, in this case being able to look around
 
−
>> > broadly at these files and fields as well as making defining the
 
−
>> > Boilerplate once the title entry is create a snap.
 
−
 
 
−
>> > Session 1: Create a Progress Note Document Class
 
−
 
 
−
>> > GTM>S DUZ=60 D ^XUP
 
−
 
 
−
>> > Setting up programmer environment
 
−
>> > This is a TEST account.
 
−
 
 
−
>> > Terminal Type set to: C-VT100
 
−
 
 
−
>> > Select OPTION NAME: TIU IRM
 
−
>> >    1  TIU IRM MAINTENANCE MENU      TIU Maintenance Menu
 
−
>> >    2  TIU IRM TEMPLATE MGMT      TIU Template Mgmt Functions
 
−
>> > CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU    TIU Maintenance Menu
 
−
 
 
−
>> > You have PENDING ALERTS
 
−
>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>> > Select TIU Maintenance Menu Option: ?
 
−
 
 
−
>> >  1      TIU Parameters Menu ...
 
−
>> >  2      Document Definitions (Manager) ...
 
−
>> >  3      User Class Management ...
 
−
>> >  4      TIU Template Mgmt Functions ...
 
−
>> >  5      TIU Alert Tools
 
−
>> >  7      TIUHL7 Message Manager
 
−
>> >          Title Mapping Utilities ...
 
−
>> >  6      Active Title Cleanup Report
 
−
 
 
−
>> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
 
−
 
 
−
>> > You have PENDING ALERTS
 
−
>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>> > Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)
 
−
 
 
−
>> >                  --- Manager Document Definition Menu ---
 
−
 
 
−
>> > You have PENDING ALERTS
 
−
>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>> > Select Document Definitions (Manager) Option: ?
 
−
 
 
−
>> >  1      Edit Document Definitions
 
−
>> >  2      Sort Document Definitions
 
−
>> >  3      Create Document Definitions
 
−
>> >  4      Create Objects
 
−
>> >  5      Create TIU/Health Summary Objects
 
−
 
 
−
>> > Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.
 
−
 
 
−
>> > You have PENDING ALERTS
 
−
>> >          Enter  "VA to jump to VIEW ALERTS option
 
−
 
 
−
>> > Select Document Definitions (Manager) Option: 3  Create Document Definitions....
 
−
>> > ...
 
−
>> > Create Document Definitions  Nov 12, 2008@17:21:56          Page:    1 of    1
 
−
>> >                                    BASICS
 
−
 
 
−
>> >      Name                                                                Type
 
−
>> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
>> > 2        PROGRESS NOTES                                                    CL
 
−
>> > 3        ADDENDUM                                                          DC
 
−
>> > 4        DISCHARGE SUMMARY                                                  CL
 
−
>> > 5        CLINICAL PROCEDURES                                                CL
 
−
>> > 6        LR LABORATORY REPORTS                                              CL
 
−
>> > 7        SURGICAL REPORTS                                                  CL
 
−
 
 
−
>> >          New Users, Please Enter '?NEW' for Help                            >>>
 
−
>> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>> >    (Title)                  Restart                  Status...
 
−
>> >    (Component)              Boilerplate Text          Delete
 
−
>> > Select Action: Next Level//    Next Level
 
−
>> >  Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
 
−
>> > Create Document Definitions  Nov 12, 2008@17:22:04          Page:    1 of    2
 
−
>> >                                    BASICS
 
−
 
 
−
>> >      Name                                                                Type
 
−
>> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
>> > 2        PROGRESS NOTES                                                    CL
 
−
>> > 3          PSYCHIATRY CARE                                                  DC
 
−
>> > 4          ADVANCE DIRECTIVE                                                DC
 
−
>> > 5          ADVERSE REACTION/ALLERGY                                        DC
 
−
>> > 6          CRISIS NOTE                                                      DC
 
−
>> > 7          CLINICAL WARNING                                                DC
 
−
>> > 8          HISTORICAL TITLES                                                DC
 
−
>> > 9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
 
−
>> > 10        ADDICTION SEVERITY INDEX                                        DC
 
−
>> > 11        CONSULTS                                                        DC
 
−
>> > 12        C&P EXAMINATION REPORTS                                          DC
 
−
>> > 13        CARE COORDINATION HOME TELEHEALTH NOTES                          DC
 
−
>> > 14        FORM LETTERS                                                    DC
 
−
>> > +        ?Help  >ScrollRight  PS/PL PrintScrn/List  +/-                  >>>
 
−
>> >    Class/DocumentClass      Next Level                Detailed Display/Edit
 
−
>> >    (Title)                  Restart                  Status...
 
−
>> >    (Component)              Boilerplate Text          Delete
 
−
>> > Select Action: Next Screen// Class  Class/DocumentClass
 
−
>> >  Enter the Name of a new PROGRESS NOTES: TEST1
 
−
>> > TYPE: (CL/DC): DC  DOCUMENT CLASS
 
−
>> > CLASS OWNER: CLINICAL COORDINATOR  Replace
 
−
>> > STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.
 
−
 
 
−
>> > SEQUENCE: 40
 
−
>> > MNEMONIC: 40//
 
−
>> > MENU TEXT: Test1//
 
−
 
 
−
>> >  Entry Created
 
−
 
 
−
>> >  If you wish, you may enter another PROGRESS NOTES: ............................
 
−
>> > Create Document Definitions  Nov 12, 2008@17:22:48          Page:    1 of    2
 
−
>> >                                    BASICS
 
−
 
 
−
>> >      Name                                                                Type
 
−
>> > 1      CLINICAL DOCUMENTS                                                  CL
 
−
>> > 2        PROGRESS NOTES                                                    CL
 
−
>> > 3          PSYCHIATRY CARE                                                  DC
 
−
>> > 4          ADVANCE DIRECTIVE                                                DC
 
−
>> > 5     
 
−
 
 
−
...
 
  
−
read more »
+
[[Episode24]] [[Intracare Implementation Log|(Back to Log Homepage)]] [[Episode26]]'''

Revision as of 19:50, 15 December 2009

Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.

Episode24 (Back to Log Homepage) Episode26

First appeared here: [1]

Editor's note: This thread begins with a 15-page demonstration via roll-and-scroll, which is not the recommended way to do a template. You should read the introduction, then skip to the second post.

1. Ignacio Valdes Thu, 13 Nov 2008 11:50:57 -0600

Once you have a system up and running, a large part of time (at Intracare anyway) is spent getting the forms into templates, managing templates, and getting the document dialog boxes to display custom titles and flow well. This is the real pay-dirt of the system. I hope to demystify the process with just what you need to know and nothing you don't. The terminal sessions below I believe covers about 99% of what most people need to know. It creates a Progress Note TEST1 document class and a TEST1TL title class, makes them active and then shows how to add template text into the Boilerplate field to make it automatically pop up a template associated with the TEST1TL title when a New Progress Note... named TEST1TL is added.

So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:

1) Create a Progress Note Properties dialog box Progress Note Title. 

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)

2) Make it active. 

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)
  b) Define VHA ENTERPRISE STANDARD TITLE

3) Make a Progress Note Title automatically pop-up a template in CPRS. 

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)
  b) Add template text to Boilerplate field.

4) How to make a template Shared. 

  a) Be a Clinical Coordinator.
  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.

5) Fixing Location for clinical user. 

  a) Select New Patient-->Click location-->Save Patient List Settings.

Take home message is that the TIU IRM MAINTENANCE MENU--> 2 Document Definitions (Manager) ... is your friend. There are loads and loads of TIU menus but this is the key one for managing the CPRS Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one all this occurs in. A-ha for making a title Active from Inactive is defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of possibilities, fortunately it seems to cover nearly every case. F1 pause then e will save and exit from the boilerplate editing session.

The terminal sessions below are the basic but very important maneuvers that really make the VistA system work locally. Try not to stray from this recipe or these menus as you can really foul things up (like I did) and have to call in experts to do arcane maneuvers like delete orphans which may bork your system for a day (like I did).

While this example does not use Kevin Toppenberg's GUI-Config on purpose, once again, I cannot say how great Kevin Toppenberg's GUI-Config utility is. It dramatically simplifies doing and understanding some things, in this case being able to look around broadly at these files and fields as well as making defining the Boilerplate once the title entry is create a snap.

Session 1: Create a Progress Note Document Class

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 3  Create Document Definitions....
...
Create Document Definitions   Nov 12, 2008@17:21:56          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3        ADDENDUM                                                           DC
4        DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6        LR LABORATORY REPORTS                                              CL
7        SURGICAL REPORTS                                                   CL

          New Users, Please Enter '?NEW' for Help                            >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Level//    Next Level
 Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
Create Document Definitions   Nov 12, 2008@17:22:04          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         C&P EXAMINATION REPORTS                                          DC
13         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
14         FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Class   Class/DocumentClass
 Enter the Name of a new PROGRESS NOTES: TEST1
TYPE: (CL/DC): DC  DOCUMENT CLASS
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.

SEQUENCE: 40
MNEMONIC: 40//
MENU TEXT: Test1//

 Entry Created

 If you wish, you may enter another PROGRESS NOTES: ............................
Create Document Definitions   Nov 12, 2008@17:22:48          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Deta   Detailed Display/Edit
Select Entry:  (1-14): 12
Detailed Display              Nov 12, 2008@17:23:32          Page:    3 of    3
                             Document Class TEST1
+
Visit Linkage Method: * D ENPN^TIUVSIT(.TIU,.DFN,1)
   Validation Method: * S TIUASK=$$CHEKPN^TIULD(.TIU,.TIUBY)
        Allow Custom
        Form Headers: * NO

  Upload

          ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     (Boilerplate Text)        Try
Select Action: Quit//    Quit
Create Document Definitions   Nov 12, 2008@17:23:34          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1    
...

                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         C&P EXAMINATION REPORTS                                          DC
13         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
14         FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Class   Class/DocumentClass
 Enter the Name of a new PROGRESS NOTES: TEST1
TYPE: (CL/DC): DC  DOCUMENT CLASS
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.

SEQUENCE: 40
MNEMONIC: 40//
MENU TEXT: Test1//

 Entry Created

 If you wish, you may enter another PROGRESS NOTES: ............................
Create Document Definitions   Nov 12, 2008@17:22:48          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Deta   Detailed Display/Edit
Select Entry:  (1-14): 12
Detailed Display              Nov 12, 2008@17:23:32          Page:    3 of    3
                             Document Class TEST1
+
Visit Linkage Method: * D ENPN^TIUVSIT(.TIU,.DFN,1)
   Validation Method: * S TIUASK=$$CHEKPN^TIULD(.TIU,.TIUBY)
        Allow Custom
        Form Headers: * NO

  Upload

          ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     (Boilerplate Text)        Try
Select Action: Quit//    Quit
Create Document Definitions   Nov 12, 2008@17:23:34          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 12, 2008@17:23:44          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// EX=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 12, 2008@17:23:49          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=4   Expand/Collapse
Edit Document Definitions     Nov 12, 2008@17:24:11          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5            ADVANCE DIRECTIVE                                              TL
6         +ADVERSE REACTION/ALLERGY                                         DC
7         +CRISIS NOTE                                                      DC
8         +CLINICAL WARNING                                                 DC
9         +HISTORICAL TITLES                                                DC
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
11        +ADDICTION SEVERITY INDEX                                         DC
12        +CONSULTS                                                         DC
13         TEST1                                                            DC
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Copy   Copy/Move
Select Copy/Move Action:  (MT/MD/C/U): MT// COPY
WARNING: Entries can be COPIED without affecting the original, but be careful
where you PUT the copy.  Don't touch entries you are not responsible for.

Press RETURN to continue or '^' or '^^' to exit:
Select Entry to Copy:  (2-15): 5
Copy into (different) Name: ADVANCE DIRECTIVE// TEST1TL

TITLE copied into File Entry #1404
Press RETURN to continue or '^' or '^^' to exit:
Select TIU DOCUMENT CLASS NAME to Add Copy to: TEST1       DOCUMENT CLASS
CWAD's behave differently from nonCWAD documents.
Are you sure you want this Document Class? NO// YES
Copy added to TEST1

Adding the copy Title to a different Document Class may change its behavior
from that of the original.  Adding it to a different CLASS may change it
RADICALLY.  Please test the copy thoroughly before activating it.

Press RETURN to continue or '^' or '^^' to exit:
Edit Document Definitions     Nov 12, 2008@17:25:19          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5            ADVANCE DIRECTIVE                                              TL
6         +ADVERSE REACTION/ALLERGY                                         DC
7         +CRISIS NOTE                                                      DC
8         +CLINICAL WARNING                                                 DC
9         +HISTORICAL TITLES                                                DC
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
11        +ADDICTION SEVERITY INDEX                                         DC
12        +CONSULTS                                                         DC
13         TEST1                                                            DC
14           TEST1TL                                                        TL
15        +C&P EXAMINATION REPORTS                                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES//

Logged out at Nov 12, 2008 5:25 pm
GTM>h

Session 2 make active.

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 12, 2008@17:28:21          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// Ex=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 12, 2008@17:28:26          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12        +TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=12   Expand/Collapse
Edit Document Definitions     Nov 12, 2008@17:28:34          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Detail   Detailed Display/Edit
Select Entry:  (2-15): 13
Detailed Display              Nov 12, 2008@17:28:45          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection: * NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics
NAME: TEST1TL//
ABBREVIATION: ADIR//
PRINT NAME: ADVANCE DIRECTIVE//

EVERY Local Title must be mapped to a VHA Enterprise Standard Title.

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

Select VHA ENTERPRISE STANDARD TITLE:

You didn't select a VHA Enterprise Standard Title...

... Try to map TEST1TL again? NO//

Recording the unmapped LOCAL Title: TEST1TL

TYPE: (TL): TL//   TITLE
CLASS OWNER: CLINICAL COORDINATOR  Replace
SUPPRESS VISIT SELECTION: NO//   NO
STATUS: (A/I/T): INACTIVE// A  ACTIVE

You MUST first map TEST1TL

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

Select VHA ENTERPRISE STANDARD TITLE: TEST1TL ??

Select VHA ENTERPRISE STANDARD TITLE: ?
 Answer with TIU VHA ENTERPRISE STANDARD TITLE, or
     SUBJECT MATTER DOMAIN, or ROLE, or SETTING, or SERVICE, or
     DOCUMENT TYPE
 Do you want the entire TIU VHA ENTERPRISE STANDARD TITLE List? Y  (Yes)
   Choose from:
   ACUPUNCTURE CONSULT
   ACUPUNCTURE NOTE
   ADDENDUM
                ^
Select VHA ENTERPRISE STANDARD TITLE: PSYCHIATRY
     1   PSYCHIATRY ADMINISTRATIVE NOTE
     2   PSYCHIATRY ADMISSION EVALUATION NOTE
     3   PSYCHIATRY ATTENDING ADMISSION EVALUATION NOTE
     4   PSYCHIATRY ATTENDING INPATIENT NOTE
     5   PSYCHIATRY ATTENDING NOTE
Press <RETURN> to see more, '^' to exit this list, OR
CHOOSE 1-5: 2  PSYCHIATRY ADMISSION EVALUATION NOTE
    I found a match of: PSYCHIATRY ADMISSION EVALUATION NOTE
         ... OK? Yes//   YES

     Ready to map LOCAL Title: TEST1TL to
VHA Enterprise Standard Title: PSYCHIATRY ADMISSION EVALUATION NOTE.
         ... OK? Yes//   YES
             Done.
 Entry Activated.
Detailed Display              Nov 12, 2008@17:30:41          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// q   Quit
Edit Document Definitions     Nov 12, 2008@17:31:35          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES//

Session 3: Entering boilerplate text for pop-up.

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 13, 2008@11:03:47          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// Ex=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 13, 2008@11:03:52          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12        +TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=12   Expand/Collapse
Edit Document Definitions     Nov 13, 2008@11:04          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Detail   Detailed Display/Edit
Select Entry:  (2-15): 13
Detailed Display              Nov 13, 2008@11:04:42          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics

 Edit Abbreviation, Owner and Status only; Entry not Inactive
ABBREVIATION: ADIR//
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I/T): ACTIVE// I  INACTIVE
 Entry (& any nonShared Components) Inactivated
Detailed Display              Nov 13, 2008@11:04:53          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Boilerplate   Boilerplate Text

==[ WRAP ]==[ INSERT ]===============< TEST1TL >=============[ <PF1>H=Help ]====
Test * ID: |PATIENT NAME| is a |PATIENT AGE| yr. old |PATIENT SEX|.
* LEVEL OF CARE: Inpatient{FLD:BBB} Day Patient{FLD:BBB} IOP{FLD:BBB}

<=======T=======T=======T=======T=======T=======T=======T=======T=======T>======
Detailed Display              Nov 13, 2008@11:05:39          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics
NAME: TEST1TL//
ABBREVIATION: ADIR//
PRINT NAME: ADVANCE DIRECTIVE//

EVERY Local Title must be mapped to a VHA Enterprise Standard Title.

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

     The LOCAL Title: TEST1TL
       is already mapped to
VHA Enterprise Title: PSYCHIATRY ADMISSION EVALUATION NOTE

Do you want to RE-MAP it? NO//
... OK, No Harm Done!

TYPE: (TL): TL//   TITLE
CLASS OWNER: CLINICAL COORDINATOR  Replace
SUPPRESS VISIT SELECTION: NO//
STATUS: (A/I/T): INACTIVE// A  ACTIVE Entry Activated.
Detailed Display              Nov 13, 2008@11:06:01          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// q   Quit
Edit Document Definitions     Nov 13, 2008@11:06:03          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: q  ??

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES//

2. Sam Habiel Fri, 14 Nov 2008 02:45:51 -0800

Ignacio,

You usually make a template in the GUI and assign to "Document Titles" part of the tree in your Template editor. Once you choose that specific note title, you will get the template. That's much easier than going in roll-and-scroll and doing it there.

3. I, Valdes Fri, 14 Nov 2008 08:33:50 -0800 (PST)

Yeah, I'd say that's a bajillion times easier than text-based. Now if that only existed for Order Sets? Thanks! -- IV

4. kdtop3 Fri, 14 Nov 2008 16:18:08 -0800 (PST)

Sam,

I learn something new every day. I had never seen that before. Very cool! Does this define a new note title for everyone? Why aren't current definitions in that folder?

Thanks Kevin

5. Sam Habiel Sat, 15 Nov 2008 20:53:47 -0800

Oh yes, Kevin. Once you attach a template to a note title, anybody can access it by selecting that note. You can make it a default note by going to Tools>Options whenever you write a note.

Sam

6. I, Valdes Sat, 15 Nov 2008 20:57:02 -0800 (PST)

A little confused, does that publish it system wide so that anyone can see it in the Progress Note Properties dialog box Title selections? -- IV

7. Sam Habiel Sat, 15 Nov 2008 20:58:46 -0800

Yes. If you attach a note title to a template, anybody with access to CPRS when selecting a note title will have this template pop up.

Sam

8. I, Valdes Mon, 17 Nov 2008 09:08:45 -0800 (PST)

Okay, I've played with it some more. As far as I can tell you can associate it with an already existing note title but it does not seem to create new note titles. If you want custom titles to associate with then you still have to go into text based and define a new title, is that right? -- IV

9. Sam Habiel Mon, 17 Nov 2008 16:56:58 -0800

Correct.

10. Sam Habiel Sat, 15 Nov 2008 20:52:54 -0800

You can make templates and just attach them to what ever note title. You sill have to define the note title in TIU Manager Menu on the roll and scroll side.

Ignacio,

Yes, I would love for Order Set and Order Menus to be designed on the GUI side. It is rather harrowing trying to arrange stuff on roll and scroll.

Sam

11. Ignacio Valdes Mon, 14 Dec 2009 16:07:54 -0600

So if you have a expandable/collapsible template, is it possible to get the expandable/collapsible parts into Boilerplate so that it comes up automatically when the document type is selected? Right now I'm seeing that Boilerplate looks flat and unable to support expandable/collapsible templates. Is that so? -- IV

12. kdtop3 Mon, 14 Dec 2009 14:57:08 -0800 (PST)

Let me expand a bit on Ignacio's question, after talking to him today.

There are at least two ways of getting templates into a document in CPRS. The first is by a template. There are examples of templates from the VA etc that are multi-level. That is to say, that when you check a box, then the template will expand and give the users more questions to ask. When you go into the template editor, these are organized in a hierarchical manner, looking almost like directories and sub-directories.

Eddie made such a template for Ignacio. Ignacio had a questionnaire for nurses to fill out that included a long section about adolescents. He didn't want his staff to have to deal with that part for adults. So Eddie followed the example of the VA templates and put that part in a sub-document (I think the term is "drawer"), and now when this template is launched, there is a checkbox for Adolescents. If that is checked, then the questionnaire is expanded as expected. And if not checked, it is skipped.

Now on to the second way of getting automatic text into a note. And that is with a boilerplate. This is a template that is launched automatically whenever a particular title is selected. If this boilerplate text includes |TextObjects| then the objects will evaluated. For example, |PATIENT NAME| would be turned to the proper name etc.

So Ignacio has copied the template, which works as a template, and pasted it into the boilerplate field for the document definition. Now, when he launches the particular note title, the boilerplate gets executed, and he gets all the dialogs etc that he expected. EXCEPT that the Adolescent checkbox to expand is missing.

So here is the question. Is it possible to have sub-documents, or drawers, or whatever they are called, when using boilerplate text?

Thanks Kevin

Episode24 (Back to Log Homepage) Episode26

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