Electronic Medical Record Supports
EMR Network - Alberta
ACTT (Accelerating Change Transformation Team) has partnered with PCN and clinic EMR experts to deliver a provincial EMR Network. The objectives of the network are to:
- Build connections between EMR users across the province
- Develop knowledge, skills, and abilities that support quality improvement (QI) in the EMR within the PMH
- Provide a venue to share leading practices, tools, resources, and innovations/solutions to EMR challenges
The EMR Network officially launched on October 2, 2019 and is predominately virtual in nature, including quarterly webinars, a collaborative website, and the option to participate in EMR user groups. The success of the EMR Network will be grounded in participants' commitment to engage and share tools, learnings and leading practices related to the Patient’s Medical Home.
**Note: the Wolf EMR user group meetings are winding down. Click here for upcoming Wolf EMR user group offerings and more details about the winddow.
General EMR Guides
Note:
In using the content in the guides for the EMR steps (linked below), refer to:
- The most up to date maneuver menu for Alberta Screening and Prevention (ASaP) for information on the ages and intervals before developing any searches/queries or reminders for preventive screening care at: https://actt.albertadoctors.org/pmh/organized-evidence-based-care/asap/ as the content is updates as the evidence changes.
- The Patient’s Medical Home web page: https://actt.albertadoctors.org/pmh/ for the most recent PMH information and changes packages.
Accuro
Accuro Tip Sheets
- Accuro EMR Guide for Patient's Medical Home [January 2018]
- Accuro EMR Guide for Complex Care: Opioids [July 2020]
- Accuro EMR Guide: Virtual Care [March 2022]
- Accuro EMR Guide: Advance Directives [May 2018]
- Accuro EMR Guide: Keeping Patients Informed with Broadcast Communications [September 2020]
- Accuro EMR Guide for Reducing the Impact of Financial Strain [March 2021]
- Accuro EMR Guide to the Quality Referral Evolution (QuRE) Referral Form [April 2020]
- To learn more about the QuRE initiative, click here
Accuro Video Library
EMR STANDARDIZATION
- Searchable Data in Accuro [1:38, January 2017]
- Custom Lab Data Entry Creation in Accuro [3:38, January 2017]
- Data Quality Document Labelling in Accuro [3:13, September 2016]
- Bulk Changes in Accuro [1:27, June 2017]
- Manual Lab Entry in Accuro [3:15, January 2017]
PANEL IDENTIFICATION & MAINTENANCE
- Basic Patient Demographics in Accuro [3:03, September 2016]
- Active Patient Panel in Accuro [2:42, January 2017]
- Active Patient Panel in Last 3 Years in Accuro [1:46, January 2017]
- Patient Panel Not in Last 3 Years of Future Appt. in Accuro [2:45, June 2017]
- Search Using Billing Code in Accuro [2:52, June 2017]
- Use Configuration and Verification of Patient Status in Accuro [2:46, June 2017]
PANEL MANAGEMENT: PREVENTIVE SCREENING
- ASaP Form Download for Use in Accuro [1:49, September 2016]
- ASaP Screening Form for Use in Accuro [4:22, January 2017]
- Identify All Tobacco Users (Part 1) in Accuro [5:41, January 2017]
- Identify All Patients Not Assessed for Tobacco Use (Part 2) in Accuro [2:40, January 2017]
- ASaP Cardiovascular Risk Screening in Accuro [2:51, January 2017]
- Panel Identification, Screening and Preventative Care in Accuro [49:38, January 2015]
- ASaP Recording Screening in Accuro [4:23, June 2017]
- Preventative Screening PAP for ASaP in Accuro [3:14, June 2017]
- Preventative Screening Search for Missing Vitals in Accuro [2:25, June 2017]
CII-CPAR
- Quick Reference Mapping Guide in Accuro [25:13, July 2020]
Healthquest
Healthquest Tip Sheets
- Healthquest EMR Guide for Patient's Medical Home [last update March 2018]
- Healthquest EMR Guide for Opioid Improvements [last update July 2020]
- Healthquest EMR Guide - Virtual Care [last update May 2020]
- Healthquest EMR Guide: Advance Directives [last update July 2018]
- Healthquest EMR Guide: Keeping Patients Informed with Broadcast Communications [added September 2020]
- Healthquest EMR Guide for Reducing the Impact of Financial Strain [added March 2021]
- Healthquest EMR Guide to the Quality Referral Evolution (QuRE) Referral Form [added May 2021]
- To learn more about the QuRE initiative, click here
Healthquest Video Library
EMR STANDARDIZATION
- Using Expanded Notes in Healthquest
- Problem Entry in Healthquest
- Scan Types in Healthquest
- Indexing Scans in Healthquest
- What is Searchable in Healthquest?
- Expanded Notes and Notifications in Appointment Details in Healthquest
- CDS Query - PDI Score in Healthquest
- Manual Lab Entry in Healthquest
PANEL IDENTIFICATION & MAINTENANCE
- End Dating a Client Card in Healthquest
- Fields in Client Card for Panel ID in Healthquest
- Default Doc Report in Healthquest
- Patient List From Queries in Client List Manager in Healthquest
- Patient List by Appointment Query – Part 1 in Client List Manager in Healthquest
- Patient List by Appointment Query – Part 2 in Client List Manager in Healthquest
- Active Inactive Report for Panel in Healthquest
- Service Code Summary Report for Panel Maintenance in Healthquest
- Intro to Searchable Data for Panel Work in Healthquest
- 3 Month Verification Rate in Healthquest
- Panel ID and Maintenance Creating Dr As Holding Space in Healthquest
PANEL MANAGEMENT: PREVENTIVE SCREENING
- Blood Pressure Due Notifications in Healthquest
- Height Due Notification in Healthquest
- Lipid Profile Screening Rate in Healthquest
- Simple CDS Notification – Mammogram in Healthquest
PANEL MANAGEMENT: DISEASE MANAGEMENT
- Manual Entry - Random Blood Glucose in Healthquest
- Manual Entry - Pain Disability Index in Healthquest
- Complex CDS Notification – Diabetes in Healthquest
- Query Diabetes Patients with No Visit in 6 Months in Healthquest
- Complex Health Needs in Healthquest
CII-CPAR
Med Access
Med Access Tip Sheets
- Med Access Guide for Patient’s Medical Home [last update Jan-18-2018]
- Med Access Guide for Complex Care: Opioids [last update July 2020]
- Med Access Guide: Virtual Care [last update May 2020]
- Med Access EMR Guide: Advance Directives [last update July 2017]
- Med Access EMR Guide for Reducing the Impact of Financial Strain [added March 2021]
- Med Access EMR Guide to the Quality Referral Evolution (QuRE) Referral Form [added May 2021]
- To learn more about the QuRE initiative, click here
Med Access Video Library
EMR STANDARDIZATION
- Patient Basic Demographic Information in Med Access
- Patient Primary Provider Verification in Med Access
- Confirming a Patient’s Status in Med Access
- Provider List in Med Access
- Provider List – Sorted by Visit Date and no Future Appt. in Med Access
- Bulk Changes to Status or Primary Provider in Med Access
- Data Quality for Panel Management in Med Access
- Building Searches in Med Access
- Using ‘Macros’ in Med Access
- The Power of Observation Types in Med Access
- Best Practices for Naming Documents in Med Access
- Manual Lab Entry in Med Access
PANEL IDENTIFICATION & MAINTENANCE
- Sorting Provider Lists by Age in Med Access
- Finding Patient Verification Rates in Med Access
- Patients With No Visits in Med Access
- Patient Searches Based on a Billing Code in Med Access
- Assigning Patients to a Provider & Managing Patient Status in Med Access
PANEL MANAGEMENT: PREVENTIVE SCREENING
- Producing a List of Patients by Provider for the Chart Review in Med Access
- Preventative Screening: Mammogram in Med Access
- Preventative Screening: Lipid Profile in Med Access
- Preventative Screening: Diabetes Screening in Med Access
- Preventative Screening: PAP Test in Med Access
- Preventative Screening: Height Due in Med Access
- Preventative Screening: Weight Due in Med Access
- Preventative Screening: Blood Pressure Due in Med Access
- Preventative Screening: Colorectal in Med Access
- Preventative Screening: Tobacco Use in Med Access
- Preventative Screening: CV Risk Score Capture in Med Access
- Preventative Screening: Diabetics, No A1C in Last Year (CDS Trigger) in Med Access
- Preventative Screening: Due for CV Risk (Framingham) in Med Access
- Preventative Screening: Diabetics, No A1C in Last Year in Med Access
- Framingham Done (CV Risk calculation) in Med Access
- Mammogram Screening Rates in Med Access
- Creating CDS Trigger: Tobacco Use in Med Access
PANEL MANAGEMENT: DISEASE MANAGEMENT
- Practice Management Reporting in Med Access
- Panel Management Problem Entry in Med Access
- Creating ICD9 coded Profiles Templates (Diabetics) in Med Access
- Report Creation: Search for Diabetic Patients in Med Access
- Panel Management Diabetics with an A1C over 7 in Last Year (Goal) in Med Access
- Creating Task Templates for Investigations in Med Access
- Using Clinical Decision Support Triggers: Creating, Workflows and Setting Criteria in Med Access
- Practice Management Reporting and Tasking in Med Access
CII-CPAR
PS Suite
PS Suite Tip Sheets
- Using Practice Solutions Suite to Support Patient’s Medical Home[last update September 2016]
- Telus PS Suite EMR Guide for Complex Care: Opioids [last update July 2020]
- Telus PS Suite EMR Guide: Virtual Care [last update May 2020]
- Telus PS Suite EMR Guide for Reducing the Impact of Financial Strain [added March 2021]
- Telus PS Suite EMR Guide to the Quality Referral Evolution (QuRE) Referral Form [added May 2021]
- To learn more about the QuRE initiative, click here
PS Suite Video Library
EMR STANDARDIZATION
- Making Batch/Bulk Changes in PSS
- Searches Based on Billing Codes in PSS
- Searchable Data in PSS
- Scanning Document Naming in PSS
- Managing Names of Scanned Documents in PSS
- Searching Scanned Documents in PSS
- Search Reminder Foundation in PSS
- Manual Lab Entry in PSS
PANEL IDENTIFICATION & MAINTENANCE
- Basic Demographic Information in PSS
- Verifying Demographics and Provider Attachment in PSS
- Producing a Provider Panel List in PSS
- Sorting a Provider Panel List by Visit Date in PSS
- Sorting a Provider Panel List by Patient Age in PSS
- Alternatives to Status Configuration in PSS
- Calculating the Patient Verification Rate in PSS
- Searches that Assist in Panel Clean up in PSS
- Panel Search Based on Verification Rate in PSS
PANEL MANAGEMENT: PREVENTIVE SCREENING
- Entering Data for ASaP Screening in PSS
- Preventive Screening Search: Height in PSS
- Preventive Screening Search: Weight in PSS
- Preventive Screening Search: Blood Pressure in PSS
- Preventive Screening Search: Pap Test in PSS
- Preventive Screening Search: Mammogram in PSS
- Preventive Screening Search: Lipid Profile in PSS
- Preventive Screening Search: Diabetes in PSS
- Preventive Screening Search: Colon Cancer in PSS
- Calculating a Mammogram Screening Rate in PSS
- CVD Risk Calculation in PSS
PANEL MANAGEMENT: DISEASE MANAGEMENT
Wolf
Wolf Tip Sheets
- Wolf EMR Guide for Patient's Medical Home [last update January 2018]
- Wolf EMR Guide for Complex Care: Opioids [last update July 2020]
- Wolf EMR Guide: Virtual Care [last update May 2020]
- Wolf EMR Guide for Reducing the Impact of Financial Strain [added March 2021]
- Wolf EMR Guide to the Quality Referral Evolution (QuRE) Referral Form [added May 2021]
- To learn more about the QuRE initiative, click here
Wolf Video Library
EMR STANDARDIZATION
- Saving a Search as a Rule in Telus Wolf
- Guiding Principles of Searches in Telus Wolf
- Searchable Areas in Telus Wolf
- Creating a non-billing placeholder (physician) in Telus Wolf
- Changing Document Keyword List in Telus Wolf
- Linking Documents with Keywords in Telus Wolf
PANEL IDENTIFICATION & MAINTENANCE
- Basic Patient List in Telus Wolf
- Active Patient Search in Telus Wolf
- Bulk Change to Inactive in Telus Wolf
- Panel Clean Up Searches in Telus Wolf
- Simple ASaP Search in Telus Wolf
- Verification Rate in Telus Wolf
- Attachment and Verification in Telus Wolf
- Active Patient Verified List in Telus Wolf
- Assigning a patient to a primary care provider in Telus Wolf
- Patients who are not members of a physician's panel in Telus Wolf
- Managing patient status in Telus Wolf
- Setting Patient Status in Telus Wolf
- Changing List of Patient Statuses in Telus Wolf
- Tips in using Wolf for panel identification, screening and preventative care in Telus Wolf
PANEL MANAGEMENT: PREVENTIVE SCREENING
- Mammogram Search in Telus Wolf
- Pap Smear Search in Telus Wolf
- Tobacco Use Verified Search in Telus Wolf
- Configuring for Scores in Telus Wolf
- Entering and Graphing PDI and Frailty Scores 2 of 3 in Telus Wolf
- Mammography Screening Rate in Telus Wolf
- Tobacco Screening Rate in Telus Wolf
- Using PDI and Frailty Scores in Practice Search in Telus Wolf
- Weight BMI Screening Rate in Telus Wolf
- Practice search and customizing view of practice search in Telus Wolf
- Recording screening offers using manual lab results function in Telus Wolf
- Recording tobacco status in Telus Wolf
- Proactive preventative screening care using rules and messages in Telus Wolf
PANEL MANAGEMENT: DISEASE MANAGEMENT
- Disease Management Search in Telus Wolf
- Managing Master Problem List in Telus Wolf
- Using Problem List ICD 9 as Favourites in Telus Wolf
- Complex Health for PaCT in Telus Wolf
- Manual Results in Telus Wolf
- Lab Code Maintenance & Merging Lab Codes in Telus Wolf
- Using Column View to Identify Metabolic Syndrome Patients in Telus Wolf
CII-CPAR