Vaccine reminders Ensure timely and appropriate vaccine orders and administration Keeping track of patient vaccination requirements is an important aspect in the delivery of ongoing patient care. Alerts based on patient age, vaccination history, time since previous vaccination, and risk factors help streamline care and reduce the burden on providers to keep track of recommended E-Prescribing vaccines in Epic EHR vaccination requirements. This is especially helpful to ensure patients complete all doses in a vaccination series. In Allscripts Professional, these are called Reminders. Benefits of vaccine Reminders Automated vaccine Reminders reduce the need to manually check records to assess patient vaccination needs, and help ensure that patients receive appropriate and timely vaccinations according to Centers for Disease Control and Prevention (CDC) recommendations. Considerations: In many electronic health record (EHR) systems, alerts for vaccines are not automatically created when a vaccine is added to the EHR immunization schedule. The alert will trigger based upon vaccination history A vaccine administered by another practice or in the pharmacy may not have been documented in the EHR; a Reminder could be triggered for a vaccine the patient has already received. Maintaining updated vaccine history for patients will minimize duplication User privileges to create Reminders may be limited to select users with specific security privileges or subject to practice business policies If you have further technical questions, consult your internal or external EHR support resources. This Guide provides a high-level overview of how to create a vaccine reminder. This overview is designed to provide guidance for you, your practice electronic health record (EHR) champion, or IT staff. Please note that this guide was created based upon Allscripts Professional EHR version 16.0. Features and their locations may change as new software versions are released. This guide is meant to serve as overview information only, and should not replace detailed instructions provided to you by your internal or external EHR support resources. 1
Creating a vaccine Reminder in Allscripts Professional Allscripts Professional EHR enables the setup of Reminders, based on certain criteria. Available criteria include vaccination schedule, diagnosis, and other clinical or patient demographic information. The Reminders are displayed when the data in the patient chart meet the criteria. For example, a Reminder may be created to identify which patients are due or overdue for Product X. Reminders can be created in bulk based on a report (Patient List) that lists all patients who are overdue for Product X. Using the reports section, Patient Lists can be created and Reminders set up to help providers be reminded of immunizations due. When a patient s vaccine becomes due or is overdue, the Reminder displays in the patient s chart. Below is a summary of the process to create a Patient Reminder for Product X. How to run a report to identify patients for Reminders Open the ing Module Navigate to Patient, Create a new Segment with the following criteria: Age 50 years Status Active ing Module - Patient Back Office Show Archived Properties General Title: Description: Save Criteria in Result (slower) Status >< Deceased Execute the segment Source <All Sources> Diagnosis Demographics Insurance Carriers Criterion Age (Days) Age (Months) Age (Weeks) Age (Years) Encounter Caregiver Ethnicity Detailed Ethnicity Summary 2
In the Patient list, select, then highlight the appropriate report, such as Immunizations Overdue and Past Due for patient age 50 Add any additional criteria, as appropriate Select Execute to run report ing Module - Patient Back Office General Title: Description: Show Archived Properties High Priority Restricted Access Preventative Health Reminder Segment: Keep for: 0 days Save Criteria in Result (slower) Select Criterion Source Criterion Description <All Sources> CC/HPI History Rx Vitals Diagnosis Labs Procedures Appointments Referrals Demographics Encounter Immunizations Immunizations (Days) Immunizations by Administering Caregiver Immunizations by Date Range Immunizations by Funding Immunizations by Lack of Series Immunizations by Lot Number Immunizations by Reason not Given Immunizations by Series Immunizations Due Immunizations Given Early Immunizations Past Due Immunizations a Patients who had a Patients who were Patient who were Patients who did now a a 3
To Create Reminders Highlight the name of the appropriate Select the Actions button from the toolbar to display Action Properties ing Module - Patient Back Office Manager, System Show Archived **Immunization Over Due and Past Due for pt Age > 50 CDS Candidate for Treatment Intensification for Hypercholesterolemia Active Diabetic Patients by Insurance All Active Diabetic Patients by Insurance Execute X Segment : Active patients > 50 Last Run: 6/6/2017 11:43:15 AM Patient Count: 32 Options Use Training Patients Only Display Result X Execute Actions (Create Reminders, Messages, and Web Messages) Execute Cancel 4
On the Action Properties template, select the Reminder tab, and enter a subject such as Patients due or overdue for Product X. Add appropriate Reminder text Select OK ing Module - Patient Back Office Action Properties Manager, System Title: ** Immunization Over Due and Past Due for pt Ag <= 10 Actions: Send Messages X Create Reminders Display in Patient Manager Message Reminder Patient Manager Web Message Show Archived Send Web Messages Subject: Patients due or overdue for Product X Reminders Subject Vaccine Mark Complete Mark Erroneous Send Message Show Complete Show Future Show Erroneous Preview Close Date/Time v Entered By 6/6/2017 201 Manager, Sys Completed By Completed D Erroneous By Patient: Remind: Entered By: Always Manger, System Priority: Date Completed: Completed By: Subject: Product X Note: Patient is overdue; give at next appointment To auto populate Reminders to display on the patient chart of those patients who meet the report criteria, execute actions on the Execute screen, and return to the ing Module From the toolbar, select Execute The Execute template displays; select Execute Actions (Create Reminders, Message, and Web Messages) Select the Execute button to create Reminders Chart View The Reminder for due or overdue Patient X is placed on patient s chart. 2017 GSK group of companies or its licensor. All rights reserved. Printed in USA. September 2017 5