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How to Make a Reminder How to Make a Reminder

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Page 1: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

How to Make a ReminderHow to Make a Reminder

Page 2: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Start with the Pieces

• Who is this reminder for?– Sex related?– Age related?– Disease related?

• How often should this reminder be due?– One time only?– Every time patient is seen?

Page 3: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Pieces of a Reminder

• What will turn this reminder off?– One type of item – a particular lab test– Multiple types of the same item –many

different lab tests– Multiple types of different items – lab tests or

CPT codes or education codes– Is this data already available as a reminder

type or do you need a computed finding?

Page 4: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Create the Pieces - Taxonomies

• If you need a COHORT of diseases for a reminder

• If you need ICD9, ICD0 or CPT codes to resolve a reminder

Page 5: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Create the Pieces – Reminder Terms

• Multiple similar items satisfy the reminder – tobacco health factors

• Reminder logic would become if A or B or C or D or E or F

• How can you add a new one if it’s a national reminder?

• Put them into reminder terms. The first one found satisfies the reminder

Page 6: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Create the Pieces – Reminder Terms

DR.EntryName to select a DRUG ED.EntryName to select a EDUCATION TOPIC EX.EntryName to select a EXAM HF.EntryName to select a HEALTH FACTOR IM.EntryName to select a IMMUNIZATION LT.EntryName to select a LABORATORY TEST MT.EntryName to select a MEASUREMENT TYPE OI.EntryName to select a ORDERABLE ITEM RP.EntryName to select a RADIOLOGY PROCEDURE CF.EntryName to select a REMINDER COMPUTED FINDING TX.EntryName to select a REMINDER TAXONOMY ST.EntryName to select a SKIN TEST DC.EntryName to select a VA DRUG CLASS DG.EntryName to select a VA GENERIC VM.EntryName to select a VITAL MEASUREMENT VA only, do not use MT.EntryName to select a MEASUREMENT TYPE

Page 7: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Reminder to Create

• Diabetes Screening

• Done every 2 years on pts over 40

• Exclude those with DX of diabetes

• Done yearly on those pts with pre-diabetes

• Resulted by glucose lab tests or GTT

Page 8: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Taxonomies

• Need Taxonomy for Diabetes

• In the Taxonomy menu, choose Edit Taxonomy Item

PXRM Tax Mngt MenuTL List Taxonomy Definitions

TI Inquire about Taxonomy Item

TE Edit Taxonomy Item

TC Copy Taxonomy Item

BEHORM Tax Mngt MenuCPY Copy Taxonomy Item

EDT Edit Taxonomy Item

INQ Inquire about Taxonomy Item

Page 9: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Taxonomy – Diabetes Codes

Select Reminder Taxonomy: DEMO DIABETES

Are you adding 'DEMO DIABETES' as a new REMINDER TAXONOMY? No// Y (Yes)

REMINDER TAXONOMY BRIEF DESCRIPTION: Diabetes DX

REMINDER TAXONOMY CLASS: l LOCAL

General Taxonomy Data

NAME: DEMO DIABETES//

Page 10: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Diabetes CodesSPONSOR:REVIEW DATE:

PATIENT DATA SOURCE: ? Answer must be 1-40 characters in length. This is a list of comma separated patient data sources.You may use any combination of valid entries.Valid entries are: IN - inpatient from PTF INDXLS - inpatient DXLS diagnosis only INPR - inpatient primary diagnosis only EN - encounter PCE data ENPR - encounter PCE data primary diagnosis only PL - Problem List RA - radiology CPT only PATIENT DATA SOURCE:EN,PL

Page 11: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Diabetes CodesUSE INACTIVE PROBLEMS:INACTIVE FLAG: ICD0 Range of Coded Values Select ICD0 LOW CODED VALUE: ICD9 Range of Coded Values Select ICD9 LOW CODED VALUE: 250.00 Are you adding '250.00' as a new ICD9 LOW CODED VALUE (the 1ST for this

REMINDER TAXONOMY)? No// Y (Yes) ICD9 HIGH CODED VALUE: 250.90Select ICD9 LOW CODED VALUE: CPT Range of Coded Values Select CPT LOW CODED VALUE:Input your edit comments. Edit? NO//

Page 12: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Taxonomy – Prediabetes CodesSelect Reminder Taxonomy: PRE-DIABETES CODES Are you adding 'PRE-DIABETES CODES' as a new REMINDER TAXONOMY? No// Y (Yes) REMINDER TAXONOMY BRIEF DESCRIPTION: Codes for Pre-diabetes

REMINDER TAXONOMY CLASS: l LOCAL General Taxonomy DataNAME: PRE-DIABETES CODES//BRIEF DESCRIPTION: Codes for Pre-diabetes Replace CLASS: LOCAL//SPONSOR:

Page 13: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Pre-diabetes CodesPATIENT DATA SOURCE: EN,PLUSE INACTIVE PROBLEMS:INACTIVE FLAG: ICD0 Range of Coded Values Select ICD0 LOW CODED VALUE: ICD9 Range of Coded Values Select ICD9 LOW CODED VALUE: 790.21 Are you adding '790.21' as a new ICD9 LOW CODED VALUE (the 1ST for this

REMINDER TAXONOMY)? No// Y (Yes) ICD9 HIGH CODED VALUE: 790.29 Select ICD9 LOW CODED VALUE: 277.7 Are you adding '277.7' as a new ICD9 LOW CODED VALUE (the 2ND for this

REMINDER TAXONOMY)? No// Y (Yes) ICD9 HIGH CODED VALUE: 277.7 Select ICD9 LOW CODED VALUE: CPT Range of Coded Values Select CPT LOW CODED VALUE:Input your edit comments. Edit? NO//

Page 14: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Reminder Term- Glucose Tests

• Most sites have multiple glucose tests to satisfy this reminder

• Use the Reminder Term Options to create a reminder term

BEHORM Term Mngt MenuCPY Copy Reminder Term

EDT Reminder Term Edit

INQ Inquire about Reminder Term

PXRM Term Mngt MenuTL List Reminder Terms

TI Inquire about Reminder Term

TE Reminder Term Edit

TC Copy Reminder Term

Page 15: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Glucose Tests

Select Reminder Term: GLUCOSE TESTS Are you adding 'GLUCOSE TESTS' as a new

REMINDER TERM (the 81ST)? No// Y (Yes)REMINDER TERM CLASS: L LOCALNAME: GLUCOSE TESTS//CLASS: LOCAL//REVIEW DATE:DESCRIPTION: No existing text Edit? NO//

Page 16: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Glucose TestsSelect FINDING ITEM: LT.GLUCOSE Searching for a LABORATORY TEST, (pointed-to by FINDING ITEM) Searching for a LABORATORY TEST 1 GLUCOSE GLUCOSE, RANDOM URINE 2 GLUCOSE 3 GLUCOSE FASTING GLUCOSE 4 GLUCOSE FLUID GLUCOSE 5 GLUCOSE 24 HR URINE GLUCOSE Press <RETURN> to see more, '^' to exit this list, OR CHOOSE 1-5: 6 GLUCOSE 2 HR POST PARANDIAL GLUCOSE 7 GLUCOSE BLOOD GLUCOSE 8 GLUCOSE-6-PHOS DEHYDROGENASE GLUCOSE-6-PHOS DEHYDROGENASE

retired 9 GLUCOSE-6-PHOSPHATE DEHYDROGENASE (2000)

Page 17: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Glucose Tests

CHOOSE 1-5: 1 GLUCOSE, RANDOM URINE Are you adding 'GLUCOSE, RANDOM URINE' as a new

FINDINGS (the 1ST for this REMINDER TERM)? No// Y (Yes)

EFFECTIVE PERIOD: USE INACTIVE PROBLEMS: WITHIN CATEGORY RANK: EFFECTIVE DATE: MH SCALE: CONDITION: CONDITION CASE SENSITIVE: RX TYPE:

Page 18: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

• Repeat adding all the glucose tests.

• What about GTT tests?

• Use the resources of your lab

• What happens if the lab changes tests?

Page 19: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Put the reminder together

• Menu is Reminder Definition Menu

• RE is the choice to make a new reminder

• National reminders must be copied and edited

• Inactivate old reminders

BEHORM Reminder Def MngtCPY Copy Reminder Definition

EDT Add/Edit Reminder Definition

INQ Inquire about Reminder Definition

LST List Reminder Definitions

PXRM Reminder Def MngtRL List Reminder Definitions

RI Inquire about Reminder Definition

RE Add/Edit Reminder Definition

RC Copy Reminder Definitio

RA Activate/Inactivate Reminders

Page 20: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Basic Fields

Select Reminder Definition: DIABETES SCREEN Are you adding 'DIABETES SCREEN' as a new REMINDER DEFINITION? No// Y (Yes) REMINDER DEFINITION CLASS: L LOCAL NAME: DIABETES SCREEN// PRINT NAME: Diabetes Screen CLASS: LOCAL//SPONSOR:REVIEW DATE:

Page 21: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Basic FieldsUSAGE: ?? The USAGE field describes how the reminder definition will be

used. This field must contain C if the reminder is to be selected in CPRS.

This is free text field and can contain any combination of the following codes:

Code Usage C CPRS R Reminder Reports X Reminder Extracts * All of the above

Page 22: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Basic FieldsRELATED REMINDER GUIDELINE: INACTIVE FLAG: REMINDER DESCRIPTION: No existing text Edit? NO// TECHNICAL DESCRIPTION: No existing text Edit? NO// PRIORITY: ? Enter the reminder priority. Choose from: 1 HIGH 2 MEDIUM 3 LOWPRIORITY:

Page 23: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Reminder - Frequency Baseline FrequencyDO IN ADVANCE TIME FRAME: 3mSEX SPECIFIC:IGNORE ON N/A: Baseline frequency age range setSelect REMINDER FREQUENCY: 2Y Are you adding '2Y' as a new REMINDER FREQUENCY (the 1ST for this REMINDER

DEFINITION)? No// Y (Yes) MINIMUM AGE:40Y MAXIMUM AGE:110Y AGE MATCH TEXT: Patient is in range to be screened for diabetes Edit? NO// AGE NO MATCH TEXT: No existing text Edit? NO//Select REMINDER FREQUENCY:

Page 24: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings -1Reminder has no findingsSelect FINDING: TX.DIAB Searching for a REMINDER TAXONOMY, (pointed-to by FINDING ITEM) Searching for a REMINDER TAXONOMY DIABETES DX Codes for diabetes LOCAL ...OK? Yes// Y (Yes) Are you adding 'DIABETES DX' as a new FINDINGS (the 1ST for this REMINDER

DEFINITION)? No// Y (Yes)FINDING ITEM: DIABETES DX//MINIMUM AGE:MAXIMUM AGE:REMINDER FREQUENCY:RANK FREQUENCY:USE IN RESOLUTION LOGIC:USE IN PATIENT COHORT LOGIC: AND 1 AND 2 AND NOT Choose 1-2: 1 ANDEFFECTIVE PERIOD: 2YEFFECTIVE DATE:

Page 25: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings 1

USE INACTIVE PROBLEMS:CONDITION:CONDITION CASE SENSITIVE:FOUND TEXT:Patient has diabetes and does not need to be screened Edit? NO//NOT FOUND TEXT: No existing text Edit? NO//

Page 26: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings 2 Are you adding 'PRE-DIABETES CODES' as a new FINDINGS (the 2ND for this

REMINDER DEFINITION)? No// Y(Yes)FINDING ITEM: PRE-DIABETES CODES//MINIMUM AGE:MAXIMUM AGE:REMINDER FREQUENCY: 1YRANK FREQUENCY:USE IN RESOLUTION LOGIC:USE IN PATIENT COHORT LOGIC: AND 1 OR 2 OR NOT Choose 1-2: 1 OREFFECTIVE PERIOD:EFFECTIVE DATE:USE INACTIVE PROBLEMS:CONDITION:CONDITION CASE SENSITIVE:

Page 27: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings 2FOUND TEXT:Patient has pre-diabetes and should be screened yearly Edit? NO//NOT FOUND TEXT: No existing text Edit? NO// Findings Choose from:TX DIABETES DXTX PRE-DIABETES CODES Select FINDING:

Page 28: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings 3Select FINDING: RT.GLUCOSE TESTS Searching for a REMINDER TERM, (pointed-to by FINDING ITEM)

Searching for a REMINDER TERM GLUCOSE TESTS LOCAL ...OK? Yes// Y (Yes) Are you adding 'GLUCOSE TESTS' as a new FINDINGS (the 3RD for this

REMINDER DEFINITION)? No// Y (Yes)FINDING ITEM: GLUCOSE TESTS//MINIMUM AGE:MAXIMUM AGE:REMINDER FREQUENCY:RANK FREQUENCY:USE IN RESOLUTION LOGIC: OR 1 OR 2 OR NOT Choose 1-2: 1 ORUSE IN PATIENT COHORT LOGIC:

Page 29: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

ConditionsCONDITION:

Drug None Education Topic Level of understanding I V=3 Exam Result I V="N" Health Factor Level/severity I V="H" Immunization IHS doesn’t use Laboratory Test Result Value I V>130 Mental Health Instrument IHS doesn’t use this function Orderable Item Status I V="complete" Radiology Procedure None Reminder Taxonomy None Skin Test Result I V="N“

VA Drug Class None VA Generic None Vital Measurement Rate I V>27

Page 30: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Findings 3CONDITION CASE SENSITIVE:FOUND TEXT:Glucose Screening test was found Edit? NO//NOT FOUND TEXT:Glucose screening test was not found.Patients should be screened every 1-2 years for diabetes Edit? NO// Findings Choose from:RT GLUCOSE TESTSTX DIABETES DXTX PRE-DIABETES CODES Select FINDING:

Page 31: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Logic

Cohort

AGE AND NOT DIABETES OR PRE-DIABETES

Resolution

GLUCOSE TEST

Page 32: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

Finishing TouchesPatient Cohort and Resolution LogicCUSTOMIZED PATIENT COHORT LOGIC (OPTIONAL):GENERAL PATIENT COHORT FOUND TEXT:Patient should be screened for diabetes Edit? NO//

GENERAL PATIENT COHORT NOT FOUND TEXT: No existing text Edit? NO//

CUSTOMIZED RESOLUTION LOGIC (OPTIONAL):GENERAL RESOLUTION FOUND TEXT: No existing text Edit? NO//

GENERAL RESOLUTION NOT FOUND TEXT: No glucose test was found in the computer in the past year Edit? NO// Reminder DialogLINKED REMINDER DIALOG:Web Addresses for Reminder InformationSelect URL:

Page 33: How to Make a Reminder. Start with the Pieces Who is this reminder for? –Sex related? –Age related? –Disease related? How often should this reminder be

A word about found/not found text

There is found/not found text for:FindingsGeneral CohortGeneral Resolution

This is the text that returns to your Clinical Maintenance box. Be VERY careful what you put where. Look at all scenarios with your

reminders to make sure that the returned text makes sense in all circumstances (users may look at this when the reminder is due, not due AND when not applicable)

Consider just using general cohort found/not found with a good solid description of what should/should not be there. Too much returned text can be very confusing.

Other sections of text make sense when used very judiciously.