Add a New User Learning Objective

Add a New User

Learning Objective • Review User Setup needed for EHR • Review Security Keys and Menu Options • Review How to properly inactivate a user

Providers • • • Use current setup- Provider Add/Edit PROVIDER key is given automatically Authorized to Write meds field set to YES Need the DEA# or VA# for narcotics Sites need to make sure they have their institution DEA# stored in the Institution file

Assign RPMS Keys and Primary menu • • Assign user keys according to duties Assign AKMOCORE as Primary Menu Assign correct Fileman access code Refer to technical manuals for info on keys and fileman access code

Secondary menus • Assign Secondary Menu necessary for EHR component and other GUIs – Mag Window (vista imaging) – VENZMENU (Well Child Component) – BJPNRPC (Prenatal Component) – BMXRPC (Practice Management GUI) – BSTSRPC (IPL component) – BQIRPC (i. Care) – BTPWRPC (i. Care CMET) – BGPGRPC (CRS GUI) – BDMGRPC (DM GUI)

EHR SETUP

EHR Ordering Key • ORD (Order Entry Configuration Menu) • KEY (Key Management) • Allocate OE/RR security Keys • Providers need the ORES key • Do NOT give people more than one ordering key

TIU User Class • • TIU Maintenance Menu User Class Management List Membership by User Enter User Name ADD the appropriate user class Set start date back a couple of days Do NOT enter a termination date

PCC Keys • BGO keys – POV, CPT, Reproductive History, etc – BGOZ CAC only give to CAC and co-CAC – BGOZ – Do not assign the BGOZ View Only if assigning other BGOZ keys • BIZ keys – for Immunization – BIZMENU, BIZMANAGER, BIZ EDIT PATIENTS • GMRA – for allergies

Providers that are also CAC • BEHOZMENU – for EHR Configuration Menu • CIAV Compose - for Vue. Centric template building • CIAV Design – for Vue. Centric template building • TIUZHIS and TIUZMGR – for CACs and Chief, MIS

Electronic Signature • • • User should set this up User’s Toolbox or EHR GUI Electronic Signature code edit User will need a signature block and title Signature will appear on notes and ordersshould be appropriate • Phone numbers will also appear • Signature code can be any characters 6 -20 but must be entered in upper case

Clean up • User forgets signature code – This will happen a lot • IRM can clear it out • The user then needs to make another one either through RPMS or EHR

Other Users • Nurses need ordering key ORELSE • Pharmacists May Need to be Entered In as Provider as RPh or CPS • All users need a TIU User class • Everyone needs an electronic signature code

Additional Setups • Add new user to Mail group as appropriate • Create the clinics for those users that see patient in schedule • Behavior Health provider – Update BH site parameter to allow the user to see BH records

Additional Setups • IPC sites or site that assign patients to a Primary Care Provider – Edit PCP or PCP team with the new provider and assign patients to new provider policy • In-house consult service providers, assign new providers to consult teams

Issues • User can’t see any EHR template – Check to see if in correct TIU user class • User can’t sign orders – Check for CPRS Order key • User can’t write narcotics order – Make sure DEA# or VA# has been entered

Issues • User can’t add or edit problem list, POV, CPT – BGO keys have not been assigned – BGO View Only • User doesn’t get the signature box – User doesn’t have electronic signature code

New User Check-list • Add using AVA IHS provider/person add/edit menu option • Edit User, User management menu option – Make sure to give them the correct person class according to their credentials: • Reference site, https: //npiregistry. cms. hhs. gov/

Add New User Check-list • Add Keys Reference document, Excel Sheet “Copy of user template” • according to their duties, assign to mail groups, I added some groups but this list is not all inclusive RCIS Staff need to be added to following mail groups: BMC IHS ALERT BMC INHOUSE ALERT BMC OTHER ALERT BMCPRCSTAFF

Add New User Check-list • Mail Groups Continues CAC staff add to the following mail group • PXRM ERROR • TIU CACS • DGPF Local Flag (if your site created a local mail group, use that local group instead) HIM staff to: • TIU MIS ALERTS • BEHOCCD HIMS TOC • DGPF Local Flag (if your site created a local mail group, use that local group instead)

Add New User Check-list • Mail Groups Continues Pharmacy staff: • • • GMRA MARK CHART GMRA P&T COMMITTEE FDA GMRA REQUEST NEW REACTANT GMRA VERIFY DRUG ALLERGY GMRA VERIFY FOOD ALLERGY

Add New User Check-list • Assist user with Electronic Signature Creation • Providers with scheduled clinics – Create the clinic • Behavior Health Providers – Edit BH site parameter

Inactivating User • Assign a surrogate (Alert Kernel) • Set Disuser field • De-Activate user in the AVA add/edit provider menu option • Remove user from any mailman group, consult team • PCP, assign patients to new team member • Review provider’s chart deficiencies and forward these appropriately

Inactivating User • Clinic – Review waitlist – Move patient in an appointment or new waitlist – Re-schedule patients – Inactivate clinic

Questions and Discussion 25