Creative Layouts for the Chart Workspace

Hi. This is Cari with Elekta Education, and I just wanted to show everyone today a couple of creative layouts that you can do in MOSAIQ in the charts screen. I have just created a layout from a provider’s perspective, what they might want to see, and what I’ve done is configure the screen so that their schedule, the provider’s schedule can be viewable on the left, and then I plugged in the face sheet on the right. What this does is allow you to move through different patient’s charts by double-clicking the icon on the left, so this would be the doctor’s schedule because I’m signed in. It defaults to the staff’s quick schedule default to which patients are on my schedule as the signed in user, but this can be changed.

First, we’re going to take a look at it again as the provider’s perspective. If I was actually seeing Mr. Brando, I could double-click on his chart icon over on the left. It’s actually going to change the name of the patient. It’s going to open a different chart, showing why I might have the face sheet on the right, so that I can be sure of which chart I’m in. Again, from the provider’s perspective, the next tab over might be diagnosis and problems, and I might list these out in such a way that the provider might move through reviewing a chart prior to seeing a patient, so I might look at the diagnosis, and problems, and some surgical history. I might want to look at my documents for the patient, lab results, so these are … would be options for a provider to look at.

I also can set up a summary viewer using the merge field viewer panes in MOSAIQ, and I’ve set these up for vitals and exam room assessment, and then a nursing and infusion room assessment, so the last couple assessments entered by the nurses and MAs could show up here as well as some vital signs. Okay?

The next view I’d like to show you is just a couple … Actually, some various views specific to individual roles, and we’re going to start with this checkout view. This is just a tab that I’ve set up that could be useful for someone who does checkout, so if you have a scheduler, someone processing orders, they might want to look at the orders in a view from today forward. In this case, I’m looking at the orders pane with filters set up a specific way. I don’t want to see pharmacy orders, and I’m looking at a date range set to “Today to All,” and I’m showing specific order statuses.

What this does is if I just wanted to see orders that were created after today and I want to do a comparison with this patient, a quick schedule over on the right, I’m going to set this date range to “Mirror,” and I don’t want to see extra stuff that isn’t approved and isn’t … just an observation order, right? We don’t want to see the pharmacy orders in this case, just approved observation orders today forward. By doing that, I can mirror this, the quick schedule to show appointments today forward, right? “Today to All” is the date range setting on that. What that does is allow me to compare what has been ordered and if I have an appointment for it, so this is a great way to do some schedule and order reconciliation for each patient as they come out.

In this case, I have … On 12/29, I have an infusion for two hours, and lab, and a follow-up visit prior to treatment. Over here, here is my pre-treatment appointment, my lab appointment, and my infusion appointment, so these things have already been scheduled. In fact, in this case, they’ve already been completed and charged, but in the future, I also have January 12th. The patient needs to come back, and have labs, and have an infusion, and you can see that on January 12th, I have those appointments set too. What I don’t have is this CT scan scheduled, so in that case, I might go set that up.

I also have my quality checklist showing down below, so if there’s anything outstanding that needs to be done, I can look at that. Again, from a checkout person’s perspective, you might want to do that. Of course, nurses and doctors might like to see upcoming appointments and do that comparison as well.

The next tab I can display is for coding. Now, I’m in version 2.64, and we have a new medication treatment window available in 2.64, and what’s nice about this is that from a coder’s perspective, I can view that chair schedule and I can view for this particular patient what orders they had that day and that they were treated, how long they were, so with this new treatment pane, it takes the place of that MAR window or the MAR summary window in a sense, so I can scroll this over. Again, from a coder’s perspective, I want to see what was treated, how long it took, whether or not it was completed, and over here, I have my charge summary, so I’m looking at today’s charges or I can look at yesterday’s charges, depending on the date range I want to set up, right?

If I wanted to look at the next patient on the infusion schedule, I could set this staff quick schedule up just to show infusion patients, right? I could check all of the boxes for the treatment chairs, and I would see the whole infusion schedule there, and the nice thing is I would just double-click on the next infusion appointment, and it’s going to change that person’s chart to the next patient, so I should be able to see what was treated, what was charged, right? Easy to switch through, and we’re going to do the same thing again for the chart prep and for lab, so the same kind of idea using the staff quick schedule feature to move quickly and change between charts and get pertinent information right at my fingertips.

For chart prep, again, the same idea. I could be looking at a specific provider schedule, and I’ve got the orders set up and the documents. If I wanted to tweak the date ranges a little bit and open them up, I could do that, and here, I’m going to be looking at what was ordered, and do I have a document in order to prep for that appointment? I might set this staff quick schedule to look at tomorrow or maybe a couple days ahead of time, and I can see in some cases … Let’s say, I’ve got a CT scan scheduled. Maybe it was in the past, and I want to make sure that in my documents, I have a CT scan report available.

The last one I’d like you to see is lab prep, so if I was … It might not be prep, but if I was a lab tech or a lab phlebotomist and I wanted to see what was on my lab schedule, so I could again change these filters. In this case, we’re going to look at the lab schedule, and I might want to see who’s coming in and open their chart. For this patient … Again, we’re still on Marlon Brando. This is the lab schedule, and this is Marlon Brando’s patient schedule here. I can see he’s got a lab appointment today, and I can also see today that this is this … today’s date, he should have a platelet count. The next visit, we’re going to have CBC, comprehensive metabolic panel, and adrenal function. Depending on which date I’m looking at, I might see different orders, and I’ve also set up a diagnosis and problems list here.

If I am going to change to my next patient, I could double-click her chart. I’m going to see her appointments and her order for that day, so I just want to compare, and any diagnosis that patient has. Again, those are just some creative layouts that you could use for various roles in the clinic, and it makes some of that prep and some of that work a little easier. Thanks for tuning in. Have a great day.