Ignacio Valdes Implementation Log/Episode25

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First appeared here: http://groups.google.com/group/hardhats/browse_frm/thread/69e1ca4e5cb87cc1/a4dc45d1f937a67e?q=&fwc=1

Ignacio Valdes 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 

                                   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 ...

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2. Sam Habiel View profile More options Nov 14 2008, 5:45 am From: "Sam Habiel" <sam.hab...@gmail.com> Date: Fri, 14 Nov 2008 02:45:51 -0800 Local: Fri, Nov 14 2008 5:45 am Subject: Re: [Hardhats] 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 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.

- Hide quoted text - - Show quoted text - 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 > 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

...

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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:

- Hide quoted text - - Show quoted text - > 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 > > BASICS

> > Name Type

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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 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:

- Hide quoted text - - Show quoted text - > 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 > > BASICS

> > Name

...

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5. Sam Habiel 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

- Hide quoted text - - Show quoted text - 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.

>>> 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

...

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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 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:

- 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. 


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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 CPRS when selecting a note title will have this template pop up.

Sam

- 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. 


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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 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:

- 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. 


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9. Sam Habiel 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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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 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

- Hide quoted text - - Show quoted text - 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.

>> 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 >> > BASICS

>> > Name Type >> > 1 CLINICAL DOCUMENTS CL >> > 2 PROGRESS NOTES CL >> > 3 PSYCHIATRY CARE DC >> > 4 ADVANCE DIRECTIVE DC >> > 5

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