manage patient clinical values -...

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Manage PatientClinical Values

Estimated Time: 10 to 45 minutes, based on the clinical areas reviewed.

Goal: Learn to search, add, and manage clinical data for a CROWNWeb patient.

prototype1.pdf

managepatientclinicalvalues.pdf

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How To Use This Tutorial

Table of Contents

Course Goals Before You Begin

Getting Started Frequently Asked Questions on entering and

managing clinical values for a CROWNWeb patient

FAQs

Access the demonstration for Manage Patient Clinical Values

Demonstration

Access the quiz on Manage Patient Clinical Values

Quiz

Quick Start Guides CROWNWeb Online Help Field-by-Field Descriptions

More Info

Clinical Submission Guidelines Search for a Patient to Enter Clinical Values Entering Clinical Values Clinical Data for Transient Patients Finding Vascular Access Data for a Transient Patient Deleting Clinical Values How to Navigate the Tutorial Clinical Screens HD Collection Type and Clinical Value Fields PD Collection Type and Clinical Value Fields Vascular Access Collection Type and Clinical

Value Fields Vascular Access - Access Types Troubleshooting Summary

Tutorial

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Tutorial FAQs Quiz More InfoGetting Started Demonstration

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How to Use This Tutorial

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HOME


Getting Started

Course Goals

By completing this course, you will be able to:

• Search for a patient with or without existing clinical information.

• Review existing clinical information for a patient.

• Enter new clinical information for a patient.


Getting Started

Before You Begin…

Before you can complete this procedure, the following conditions must be met:

• You must be a Facility Editor or Network Patient Editor to add, update, and delete clinical information for patients at a facility within your scope.

• All other roles can view patient clinical records for patients at facilities within their scope.

• The patient must be admitted to the facility and have a treatment record in the selected modality (HD or PD) during the selected clinical month (including Transient patients).

Let’s get started!


Tutorial

Facilities must meet CMS’ clinical submission guidelines by submitting all available clinical data that is requested by CROWNWeb, a minimum of once per month for each patient in the facility.

If no lab data is available, you can satisfy the submission guidelines by using the Not Available (NA) checkbox.

CROWNWeb does not have a report that summarizes the data that has been submitted for all patients that month. You will need to view the clinical screens for each patient individually to validate this information.

Clinical Submission Guidelines


Tutorial

The following interactive tutorial will help guide you through searching for a patient to enter clinical values.

Click View Tutorial to begin.

Search for a Patient

View Tutorial

PROPERTIES

Show interaction in menu as: Single item

Allow user to leave interaction: At any time


Tutorial

For HD and PD patients, you cannot submit data without completing required fields on the clinical screens (with a red asterisk [*] or a checkbox):

Enter Clinical Values

Anemia Management

Adequacy

Mineral Metabolism

ESA

Infection

Iron

Fluid Weight Management

Hospitalization

Vaccination


Tutorial

When you access the Manage Patient Clinical Values screen, a gray menu bar displays below the main menu. Selections in this menu are dependent on the Collection Type selected:

Enter Clinical Values (CONT.)


Tutorial

Selecting a link in the gray menu bar takes you directly to that clinical area on the screen, so you can quickly begin to enter data without scrolling.



Tutorial

When you are finished with entering clinical data, click any Submit button.



Tutorial

If the data passes validation, the Manage Patient Clinical Values screen displays the message, “Successfully submitted clinical data.”



Tutorial

If no clinical data was collected during the reporting month forhemodialysis, vascular access or peritoneal dialysis, click the No Clinical Data Available For All Collection Types checkbox, and then click Submit.

Acceptable reasons for using this checkbox include:

• Patient was hospitalized for the entire reporting month and had not been discharged

• Patient was discharged from your facility after the first of the reporting month without having been treated that month



Tutorial

If you did not enter any required data, CROWNWeb displays warning messages (as shown below). If you do not have any clinical information for this patient, click the checkbox and then click Submit again.



Tutorial

All fields on the Manage Patient Values Clinical screen are required. If data for a specific field(s) is not available, click the N/A checkbox for that specific field and the field and associated Date field will be grayed out.



Tutorial

Transient patients will appear on your clinical list(s). If you drew labs while the patient was in a transient status at your facility, enter that data. If no labs were drawn, use the individual NA checkboxes to indicate this.

Vascular Access data for transient patients would be entered reflecting the access used during the last treatment of the reporting month while they were at your facility.

Clinical Data for Transient Patients


Tutorial

If you do not have all of the clinical information for a patient, youhave the ability to save your information and then complete it later.NOTE: When you save clinical information, fields that have been completed are not validated. Validation will only occur when you Submit clinical information. Remember that clinical data in a saved status will not be counted as having completed and submitted data for that reporting month.

Saving Clinical Data


Tutorial

Patient vascular access data carries over for a Home facility from month-to-month, but not when a patient is a transient at another facility. The transient facility can find vascular access data for a transient patient using the following steps:

1. From the patient’s View Patient Attributes screen, click on the Clinical Data Summary link in the gray sub-menu.

2. Click on a previous Clinical Month’s link to view that month’s clinical lab data for the patient.

3. Under Vascular Access, you can view and note the Date Access Type Changed, AV Fistula Usable Date and/or Fistula Creation Date fields, and enter that data in the transient patient’s Vascular Access fields.

4. Complete any of the other required fields in Vascular Access.

Finding Vascular Access Data for a Transient Patient


Tutorial

Delete Clinical Information

If you accidentally enter the wrong clinical information for a patient, you can delete that record.

The following interactive tutorial will help guide you through deleting clinical values for a patient.

Click View Tutorial to begin.

View Tutorial


Tutorial

The following slides “branch” into the three clinical Collection Types, and the clinical screens within each Collection Type. The Vascular Access slides contain a breakdown of the available Access Type selection screens.

How to Navigate the Tutorial Clinical Screens

Use the NEXT button ( ) to view all screens within each Collection Type; or use the other buttons to navigate around the tutorial.

1

2 3

4


Tutorial – Collection Types

• Click a button below to view information on the clinical Collection Types.

• The Hemodialysis (HD) and Peritoneal Dialysis (PD) screens are similar, but some screens have slight differences.

Collection Types

Hemodialysis

Peritoneal Dialysis

Vascular Access

Bypass Collection Types – Continue Tutorial

Patient Reporting


Tutorial - Hemodialysis

• Click a button below to view information on the clinical values on the hemodialysis clinical screens in CROWNWeb.

Hemodialysis

Anemia Management

Adequacy

Mineral Metabolism

ESA

Infection

Iron

Fluid Weight Management

Hospitalization

Vaccination

Back to Collection Types


Tutorial – Peritoneal Dialysis

• Click a button below to view information on the clinical values on the hemodialysis clinical screens in CROWNWeb.

Peritoneal Dialysis

Anemia Management

Adequacy

Mineral Metabolism

ESA

Infection

Iron

Hospitalization

Vaccination



• Click a button below to view information on the clinical values on the Patient Reporting screens in CROWNWeb.

Patient Reporting

Clinical Depression

Pain Assessment


Tutorial – Patient Reporting


AV Graft Combined w/Catheter

Tutorial – Access Types

Vascular Access – Access Types

AV Fistula Only (w/2 Needles)

AV Fistula Combined w/AV Graft

AV Fistula Combined w/Catheter

AV Fistula single needle device

Catheter Only

Port Access Only

Other/Unknown

Once you select a Vascular Access Collection Type, you will be able to enter data related to that access type. Each selected Access Type enables different fields on the screen. Select the Access Type you would like to review:


Bypass VA Access Types – Continue Tutorial

AV Graft Only (w/2 Needles)

AV Graft single needle device


Troubleshooting

Commonly experienced problems, recognized solutions, and other key information:

• You must be a Facility Editor to add/edit/delete clinical information.

• You can only manage clinical information for patients within your scope.

• Once a month has been Closed, you will not be allowed to enter clinical information for that month.


Tutorial

Summary

To search for a patient to enter clinical values:

1. From the Home Page, click Clinical. 2. Select the Facility DBA Name.3. Select the Collection Type.4. Select the Clinical Month.5. Select whether to Display Patients with or without clinical values.6. Click Go.7. Select a Patient.


Frequently Asked Questions (FAQ)

To view Frequently Asked Questions for this topic, click the following link:

Enter the words “clinical,” “vascular access,” “hemodialysis,” “peritoneal dialysis,” or any other applicable keyword to view FAQ content for that topic.

Access FAQs

http://mycrownweb.org/help/faqs/


The Managing Patient Clinical Values demonstration will allow you to watch the task of entering clinical values for patients in CROWNWeb in real time.

• Click the View Demonstration button; -or-

• Click the Bypass Demonstration button to skip the demonstration and advance to the Managing Patient Clinical Values Quiz.

View Demonstration

Bypass Demonstration – To Quiz

Demonstration


Quiz

The Managing Patient Clinical Values Quiz will test your knowledge on entering and managing clinical values for patients in the CROWNWeb system.

• Click the Take Quiz button below to take the Managing Patient Clinical Values Quiz;

or• Click the Bypass Quiz button to skip the quiz and advance to the

end of the tutorial.

Take Quiz

Bypass Quiz – End Tutorial


For More Information

The CROWNWeb Quick Start Guides provide short and simple instructions on tasks users can perform in CROWNWeb, including admitting new patients.

Click the link below to access the CROWNWeb Quick Start Guides.

Quick Start Guides

The CROWNWeb Online Help is a resource that contains instruction on all facets of the CROWNWeb system, including admitting new patients.

Click the link below to access the CROWNWeb Online Help.

Online Help

Go To Quick Start Guides Go To Online Help

This material was prepared by HSAG, the CROWNWeb Outreach, Communication, and Training contractor, under contract withthe Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy.

Thank you for taking this tutorial!

http://mycrownweb.org/education/crownweb-quick-start-guides/

http://mycrownweb.org/assets/crownweb/index.htm

manage patient clinical values -...

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