Flowsheet Setup. 1. Define Treatment Protocols. 2. Define Treatment Cycles. 3. Define Flowsheets. Instructions. Protocol Instructions.

Transcription

1 Flowsheet Setup

2 Flowsheet Setup 1. Define Treatment Protocols Protocol Instructions 2. Define Treatment Cycles 3. Define Flowsheets Diagnostic Intercourse OI IVF Donor Recipient Surrogate IP Instructions Compliance Treatment Plan Medications Labs (Blood, US, IUI) Treatment Events

3 Flowsheet Setup 1. Define Treatment Protocols a) Define Protocol Instructions 2. Define Treatment Cycles a) Attach to Protocol Instruction 3. Define Flowsheets a) Attach to Treatment Cycles b) Select Protocol Instructions c) Define Flowsheet Layout d) Define Treatment Plan 4. Compliance

4 FLOWSHEET SETUP (1) TREATMENT PROTOCOLS

5 Define Treatment Protocols (Setup Infertility Treatment Treatment Protocols) 1. Treatment Protocols

6 Define Protocol Instructions (Setup Infertility Treatment Treatment Protocols) Select Protocol Instruction radio button Select the protocol for which you wish to enter instructions 1. Treatment Protocols

7 FLOWSHEET SETUP (2) TREATMENT CYCLES

8 Define Treatment Cycles (Setup Infertility Treatment Treatment Cycles) Open Protocol Instructions Folder Select/Un-select instructions 2. Treatment Cycles

9 FLOWSHEET SETUP (3) FLOWSHEET LAYOUT

10 Before you begin: Design your flowsheet in Excel Organize your columns logically, where Commonly used Drugs are together Commonly used Tests are together 3. Flowsheets

11 3. Flowsheets Create a new Flowsheet (Setup Infertility Treatment Flowsheet Layout) Enter Template Name, Author and Treatment Days Select Treatment Cycle and Protocol Type

12 c) Define Flowsheet Layout As you ll see the first two columns are reserved for: 1. Date 2. Cycle Day The third column is always recommended to be used for: Treatment Events 3. Flowsheets

13 c) Define Flowsheet Layout (Understanding Flowsheet Layout Components) 1. Flowsheet Element defines the column or type of information that will be displayed 2. Element Content defines the actual content of the cell based on selected Flowsheet Element 3. Column Name allows to customize the column name 3. Flowsheets

14 c) Define Flowsheet Layout (Understanding Flowsheet Layout Components) Flowsheet Elements Element Content Column Name 3. Flowsheets Rx SIG Treatment Events to display specific event in the treatment cycle, i.e., LMP, IUI, Intercourse, Trigger, Retrieval or ET Customize Drugs Multiple to allow selection of multiple drugs on the column Customize Specific Drug to allow selection of a specific drug on the column on the column Select Drug Customize Select Dose Drug Category to allow selection of all drugs defined in the given drug category on column Select Drug Category Customize

15 c) Define Flowsheet Layout (Understanding Flowsheet Layout Components) Flowsheet Elements Element Content Column Name 3. Flowsheets Rx SIG Drug Subcategory to allow selection all drugs defined in the given drug on the column Select Drug Subcategory Customize Labs to allow selection of the given lab on the column Select Lab Customize Lab Elements to allow selection of the given lab element on the column, generally for IUI or additional US elements. Select Drug Customize Select Dose

16 d) Define Treatment Plan 3. Flowsheets

17 3. Flowsheets d) Define Treatment Plan Begin entering tentative treatment plan by assigning medications and lab orders for given treatment day(s).

18 d) Define Treatment Plan (Right Click Options) Stop Med To delete medication from cell Insert Row To insert (given # of rows) after current row Treatment Event To assign selected cells into an event 3. Flowsheets

19 d) Define Treatment Plan Assign medications and labs to an Event by highlighting the cell(s) and then right click to select the Event. Example below defines a Lupron Event in which Lupron is ordered for 12 days and then Estradiol and US tests are ordered on the following day. 3. Flowsheets

20 3. Flowsheets d) Define Treatment Plan (Assign Events Tab)Tab) To check contents (medications and labs) assigned to a given event

21 FLOWSHEET SETUP (4) COMPLIANCE

22 Protocol based pre-requisites Cycle Check List Monitors and tracks validity of following parameters: Clinical Elements (Clinical Values) Consent Forms Lab Tests Progress Notes Procedure Codes Visits What is Compliance? (Setup Infertility Treatment Flowsheet Layout Compliance)

23 What is Protocol Compliance? Compliance monitoring is dependent on 1. Evaluation Entity Patient Female Patient Male Partner Female Partner Male 2. Criteria Types Age Female Dx Male Dx Problems Race 3. Validity (Terms / Time) Each Cycle Every ### Days/Weeks/Months/Years One Time

24 Protocol Compliance (Setup Infertility Treatment Flowsheet Layout Compliance) Create New Import from an existing Compliance Compliance

25 Compliance Protocol Compliance Example: BMI Must be checked for patient on each cycle patients, each cycle. Evaluation Entity Patientt Female Clinical Parameter Clinical Elements (Clinical Values) Parameter BMI Validity (Terms / Time) Each Cycle

26 Compliance Protocol Compliance Example: Sickle Cell Screening test is required (at least) for all Black patients. Evaluation Entity Patient Female Clinical Parameter Lab Parameter Sickle Cell Screen Criteria Type Race Evaluating Entity Black Validity (Terms / Time) One Time

27 Compliance Protocol Compliance (using OR option) Example: Donor Egg cycle requires either an Anonymous or Known Donor Consent. Evaluation Entity Patient Female Clinical Parameter Consent Form Parameter Consent for Donor Egg (ANOY) Validity (Terms / Time) One Time On the OR line, all you need is to change the Parameter for a different Consent form.

28 Compliance Protocol Compliance Example: Donors must have the following tests and consent. The validity/duration specified for each parameter.