Basic PowerChart

Reference Guide
_________________

Version 2 • January 31, 2017

12-06-16 Version 2 Page i

 Basic PowerChart
Reference Guide

Prepared by IS Clinical Education

At Web site:
https://pulse.iuhealth.org/portal/intranet/ISClinicalEd

See last page for change details

© 2017 Indiana University Health. All rights reserved.

The information in this document is subject to change without notice. This document may not be reproduced or
transmitted, either mechanically or electronically, for any purpose without the express written permission of Indiana
University Health.

For Internal Education Only.

Page ii Basic PowerChart Reference Guide ©2017 IU Health

Table of Contents

Table of Contents ......................................................................................................................... iii

Introduction................................................................................................................................... 1
Intended Audience .................................................................................................................... 1
Cerner PowerChart ................................................................................................................... 1
Icon Legend .............................................................................................................................. 1
Obtain Cerner Remote Connectivity ............................................................................................ 2
Introduction............................................................................................................................... 2
Prepare to Connect .................................................................................................................... 2
Connect to the IU Health Network ........................................................................................... 3
Access PowerChart from a Device other than a PC ................................................................. 5
Option 1: Access PowerChart via IU Health Applications ...................................................... 6
Option 2: Access PowerChart via Remote Connectivity .......................................................... 7
Message Center ............................................................................................................................. 9
Message Center Tabs ................................................................................................................ 9
Set the Message Type Preference ........................................................................................... 11
Send a New Message from the Inbox ..................................................................................... 12
Create a Phone Encounter ....................................................................................................... 13
Reply to a Message ................................................................................................................. 14
View a Phone Call/Message in Clinical Notes ....................................................................... 14
Message Center Pools ............................................................................................................. 15
Send a Message to a Pool ....................................................................................................... 15
View Pool Messages ............................................................................................................... 16
Assign a Message to Yourself ................................................................................................ 17
Unassign a Message ................................................................................................................ 17
Introduction to Inbox Proxy.................................................................................................... 18
Important Notices about Using Proxy .................................................................................... 18
Set Up a Proxy ........................................................................................................................ 18
View Proxies Received from Others ...................................................................................... 21
Update Proxy Authorization ................................................................................................... 22
Schedule Viewer ......................................................................................................................... 23
Scheduling Viewer.................................................................................................................. 23
Change the View of the Schedule Viewer .............................................................................. 25
Access Scheduling Reports from Schedule Viewer ............................................................... 25
Search for a Resource ............................................................................................................. 26
Check-in Patient from Schedule Viewer ................................................................................ 26
Open a Patient Chart from Schedule Viewer .......................................................................... 27
Patient Lists ................................................................................................................................ 28
Create a Location Patient List................................................................................................. 28
Create a Custom Patient List .................................................................................................. 30
Add a Patient to a Custom List ............................................................................................... 32
Remove a Patient to a Custom List......................................................................................... 32
Proxy a Cerner Patient List ..................................................................................................... 33
Use a Proxied Patient List....................................................................................................... 35
Inactivate a List....................................................................................................................... 36
Delete a List ............................................................................................................................ 36

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 Tips and Tricks ....................................................................................................................... 36
Open a Patient’s Chart ................................................................................................................ 37
Overview................................................................................................................................. 37
Open a Patient Chart Using Patient Search ............................................................................ 37
Open a Patient Chart Using Recent Drop-down List.............................................................. 37
Chart Search................................................................................................................................ 38
Overview................................................................................................................................. 38
Information Searching ............................................................................................................ 38
Items Not Included in Chart Search........................................................................................ 38
Perform a Word or Concept Search ........................................................................................ 39
Filter Results ........................................................................................................................... 40
View Patient Chart Search Results ......................................................................................... 41
Feedback Options ................................................................................................................... 42
Disclaimers ............................................................................................................................. 42
Key Features ........................................................................................................................... 43
View Orders ................................................................................................................................ 44
Orders Section ........................................................................................................................ 44
Order/Order Review Icons ...................................................................................................... 45
Communication Types ............................................................................................................ 46
Document Medications by History ............................................................................................. 47
Document Medications by History ......................................................................................... 47
List a Study Drug in Cerner .................................................................................................... 49
Modify Historical Medications ............................................................................................... 51
Cancel / Discontinue an Historical Medication ...................................................................... 52
Complete a Medication ........................................................................................................... 53
Add/Modify Compliance ........................................................................................................ 54
Ambulatory Viewpoint ............................................................................................................... 55
Overview................................................................................................................................. 55
AMB Summary Tab ............................................................................................................... 55
Problems and Diagnoses Component ..................................................................................... 56
Medication List Component ................................................................................................... 57
Chart Search Functionality ..................................................................................................... 57
AMB Custom Tab................................................................................................................... 58
Future Orders Tab ................................................................................................................... 58
Ambulatory Flowsheet................................................................................................................ 59
Overview................................................................................................................................. 59
Results Review ........................................................................................................................... 60
Open the Results Review Section ........................................................................................... 60
How to Interpret Font Color of Results .................................................................................. 60
Available Results to View ...................................................................................................... 60
Use Results Review Tabs (Filters) ......................................................................................... 61
Flowsheet Type ....................................................................................................................... 62
Level Filters ............................................................................................................................ 62
Display Options ...................................................................................................................... 63
Expand Search Criteria on the Information Bar ..................................................................... 64
Use the Navigator ................................................................................................................... 65
The Results Pane..................................................................................................................... 66
View Result Details ................................................................................................................ 66

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 Print Results ............................................................................................................................ 67
Graph Results.......................................................................................................................... 68
Health Maintenance .................................................................................................................... 69
Overview................................................................................................................................. 69
Health Maintenance Reference Text ...................................................................................... 70
Clinical Notes ............................................................................................................................. 71
Overview................................................................................................................................. 71
Sort Options ............................................................................................................................ 72
Change Search Criteria ........................................................................................................... 72
View a Clinical Note .............................................................................................................. 74
Set Document Type Preference .............................................................................................. 75
Add a Clinical Note ................................................................................................................ 77
Request Review of Treating Provider..................................................................................... 78
Create Auto Text..................................................................................................................... 81
Insert Auto Text ...................................................................................................................... 82
Modify a Clinical Note ........................................................................................................... 83
Mark a Clinical Note In Error ................................................................................................. 84
Scan Documents into Clinical Notes ...................................................................................... 86
Options for Viewing Scanned Documents ............................................................................. 88
Histories ...................................................................................................................................... 89
Overview................................................................................................................................. 89
I/O / I-Flowsheet ......................................................................................................................... 90
Overview................................................................................................................................. 90
The MAR (electronic Medication Administration Record)........................................................ 91
Introduction............................................................................................................................. 91
eMAR Page Details ................................................................................................................ 91
Pregnancy Summary ................................................................................................................... 93
Overview................................................................................................................................. 93
Navigate the Pregnancy Summary Section ............................................................................. 94
Significant Events ....................................................................................................................... 96
Complete a Significant Events Form ...................................................................................... 96
Charge Forms.............................................................................................................................. 97
Access a Charge Form ............................................................................................................ 97
Use the Tracking Shell................................................................................................................ 98
Access the Tracking Shell ...................................................................................................... 98
Use the Filter to View One or Two Units ............................................................................... 98
View All Patients .................................................................................................................... 98
Sort by Column ....................................................................................................................... 99
Hovering Capabilities ............................................................................................................. 99
Check-in as a Provider .......................................................................................................... 100
ED Patient Summary ................................................................................................................ 101
Overview............................................................................................................................... 101
Clinical Research Identification and Information..................................................................... 102
Clinical Research Section ..................................................................................................... 102
Document Change Control ....................................................................................................... 103

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Introduction

Intended This reference guide addresses multiple functions in Cerner PowerChart. It is

Audience important that you only perform actions that align with your current job description.
Research Coordinators
As mentioned above, this is a reference guide that is intended for numerous
audiences and for this reason does not follow the workflow of any particular venue
or workplace. You must decide, in consultation with supervisors and fellow
research coordinators, which sections are applicable to your field of work.

Cerner Cerner PowerChart is an Electronic Medical Record (EMR) system. Its purpose is to
PowerChart provide electronic access for multiple users to enter and review patient information
at the same time.

Icon Legend The following icons will be used throughout the guide to visually assist you:
Item Description
The light bulb icon displays extra information that may be helpful to
learners.

The exclamation mark icon indicates a “warning” message directed

to the learner.

The hammer icon is used on skill sheets for the “apply your skills”
sections. Instructor Supported, not instructor led.

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Obtain Cerner Remote Connectivity

Introduction In order to access PowerChart, a user needs to set up a “gateway” to connect to IU

Health’s network. This section describes how to accomplish this task. There are
many variables and this guide will not cover all possibilities, but will focus on the
most common and most direct methods.

Prepare to A new user will need to contact Data Security to begin this process.
Connect
Step Action
1. Submit a Research Access Request via email to
[email protected].
When approved for the new user, Data Security will
 Create an IU Health NT ID and Password.
 Create an Cerner Account Username and Password.
 Email the new user the account information created.
2. Verify the version of Citrix receiver on the computer being used.
On a PC
a. Click the Start menu.
b. Click the Control Panel command.
c. Set the View by drop-down to Small icons (top, right corner of
Control Panel).
d. Select Programs and Features.
e. Find the Citrix Receiver.
f. Check for the version in the Version column.
The version must be 4.0.0 or at least 14.0.0
g. Close Control Panel.
Note: If the device being used has the incorrect version of Citrix
Receiver, Contact your local Help Desk.

On a MAC
a. Go to the Applications folder.
b. Right-click the Citrix Receiver application icon.
c. Select the Get info command.
The version will be displayed and must be version 11.9 or at
least 12.1 or above – you do not want 12.0
Note: If the device being used has the incorrect version of Citrix
Receiver, Contact your local Help Desk.

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Obtain Cerner Remote Connectivity, Continued

Connect to the Depending on the network connection of a workstation, there are 4 primary options
IU Health available for connecting to the IU Health network.
Network
Option 1 - IU Backbone – requires no MFA
Step Action
1.
2.
3.

Option 2 - IU SSL VPN HSN – requires no MFA

Step Action
1.
2.
3.

Option 3 - IU Secure Wireless – requires MFA

Step Action
1. Open a browser.
2. Navigate to at https://nsgate.iuhealth.org.
The Indiana University Health login portal displays.
3. Enter the assigned IU Health NT ID (Username) and Password.
4. If logon fails,
a. Verify correct Username and Password.
b. Attempt again.
5. If logon still fails, proceed to Option 4 - IU SSL VPN.

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Obtain Cerner Remote Connectivity, Continued

Connect to the Option 4 - IU SSL VPN – requires MFA

IU Health
Network Step Action
(continued)
1. Connect via IU or IU Health VPN.
2. Open a browser.
3. Navigate to at https://nsgate.iuhealth.org.
The Indiana University Health login portal displays.
4. Enter the assigned IU Health NT ID and Password.
5. If logon fails,
c. Verify correct Username and Password.
d. Attempt again.
6. If still unable to connect, contact your local Help Desk.

Note: If a user encounters issues not covered in this process, please contact the IU
Health Help Desk at (317) 962-2828 or [email protected].

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Obtain Cerner Remote Connectivity, Continued

Access If accessing PowerChart from a device other than a PC, documentation is available
PowerChart on the following Web site: http://docs.iuhisclinicaleducation.org/files. Search
from a Device for the “Remote Access Update-Citrix Upgrade” Clinical IS Update document.
other than a PC
This document will aid in connecting to the correct Citrix Receiver for your device.
Devices included are: MACs and MAC laptops.

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Obtain Cerner Remote Connectivity, Continued

Option 1: From an IU Health computer system network connected workstation, it is possible

Access to login to Cerner directly.
PowerChart via
IU Health Step Action
Applications
1. Double-click the IU Health Applications icon on the
desktop.
The IU Health Applications window displays.

2. Double-click the IU Health Application Portal icon.

The Citrix XenApp – Applications window displays.

3. Click the Cerner Internal Redirect icon.

The Welcome to CernerWorks! window displays.

4. Click the PowerChart PROD icon.

The Cerner Millenium login screen displays.
5. Enter a Cerner Username and Password.
6. Click OK.
PowerChart opens and Message Center is displayed.

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Obtain Cerner Remote Connectivity, Continued

Option 2: If the workstation being used to access PowerChart is not on the IU Health System
Access computer network, PowerChart must be accessed using NSGate, a portal into the
PowerChart via network. There are several steps involved in using NSGate.
Remote
Connectivity Submit a Research Access Request
Send a Research Access Request to [email protected] (Data Security). In
response, Data Security will complete the following three (3) tasks:
 Create both an IU Health NT ID and a Password.
 Create both a Cerner Account Username and a Password.
 Will send an email to the applicant containing the above mentioned
accounts/accesses.
Verify the Citrix Receiver Version on the User’s Computer
It is imperative that the correct Citrix Receiver version is on the computer being
used to access NSGate. It will not function otherwise.
Note: If the device you are using has the incorrect version of Citrix Receiver,
Contact your local Help Desk.
Verify the Citrix Receiver Version on a PC

Step Action
1. Click the Start button.
The Start menu displays.
2. Click the Control Panel command on the right side of the menu.
The Control Panel window displays.
3. Click the Programs link.

4. Click the Programs and Features link.

5. Look for the Citrix Receiver application in the Name column.
The Citrix Receiver version on a PC must be at least 4.0.0 or 14.0.0.
In the example shown, below, the version is 13.4.0.25. This version
will not work.

6. Close the Control Panel window.

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Obtain Cerner Remote Connectivity, Continued

Option 2: Verify the Citrix Receiver Version on a MAC

Access
PowerChart via Step Action
Remote
Connectivity 1. Go to the Applications folder.
(continued) 2. Right-click the Citrix Receiver application.
3. Click the Get info button.
The Citrix Receiver version on a MAC must 11.9 or 12.1 or above. If
version 12.0 is displayed, this version will not work.

Use NSGate to Access PowerChart

Step Action
1. Open a browser window.
There is an NSGate icon present on the desktop
a. Double-click the NSGate icon.
Or, there is no NSGate icon on the desktop
b. Open Internet Explorer.
c. Navigate to the https://nsgate.iuhealth.org Web site.
2. Log in using an assigned IU Health User name and Password.
3. Click the Cerner Home Remote icon.

The Welcome to CernerWorks! window displays. The initial loading

time via Cerner Home Remote will take somewhere between 40
seconds and 2 minutes. Once loaded, it will operate at regular
speeds.
4. Click the PowerChart PROD icon.
The Cerner Millenium login screen displays.
5. Enter a Cerner Username and Password.
6. Click OK.
PowerChart opens and Message Center is displayed.

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Message Center

Message Center Message Center is where staff communicates with each other from within the
Tabs patients’ charts. Messages that are sent from one clinic staff to another, i.e. – from a
provider to an MA or from a nurse to a provider, become a part of the clinical notes
section of the patients’ charts. The Messages button can be accessed from anywhere
within PowerChart.

The Inbox Summary pane contains 3 tabs: Inbox, Proxies, and Pools.

Inbox Tab

The Inbox tab contains messages that are addressed to the user. It consists of 3
categories of messages: Inbox Items, Work Items, and Notifications.
Category Contents
Inbox Items General Messages, Orders, Results, and Documents folders
containing messages specifically sent to the user.
Work Items Reminders and Saved Documents folders containing items
for follow-up by the user.
Notifications Notify Receipts, Trash, and Sent Items folders.
Within each category are folders and sub-folders that display both pending and total
messages (i.e. – 2 unread messages out of 2 messages).
Click the plus sign (+) next to a category to expand and view additional folders
within the category.

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Message Center, Continued

Message Center The expansion button (plus sign), sub-folders, and item counts do not display when
Tabs there are no items present.
(continued)

Proxies Tab

The Proxies tab allows a user to access the Inbox of another user and perform any
activities for which authorization has been granted.

Pools Tab

The Pools tab allows multiple users who are members of the pool to have access to a
shared mailbox. All pool members can view all items in the mailbox. An item in the
mailbox is considered complete when any one of the pool members processes and
deletes the item.
Note: Refer to your standard of practice before making changes in Message Center.

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Message Center, Continued

Set the Message Check with your supervisor before changing the Message Type Preference. The
Type need to change or not change this preference will depend on your role and location.
Preference
The Message Type Preference determines in which folder a newly created message
is stored in the Clinical Notes section of the patient’s chart.

Step Action
1. Be sure the Message Center is open.
a. If not, click on the Messages toolbar button.

2. Click on the Inbox menu at the top of the window.

3. Click on the Manage Preferences command.
The Setup dialog box
opens, with the user’s
name in the title bar
and the Behavior
Prefs tab displayed.
4. Click on the Message
band in the navigation
pane, to the left.
Message Behavior
Preferences display to
the right.
5. Click on the
Document Type drop-
down list in the
Defaults When
Creating a New
Message section.
6. Scroll to locate the
correct <default message folder for your location> option.
7. Select the <default message folder for your location> option.
8. Click on the OK button.
The Commit Progress notice box displays a message, “Settings saved
successfully.”
9. Click on the OK button in the bottom, right corner.
Now, when the user creates a new message, the As field, to the right
of the Save to Chart text box, defaults to Research/Clinical Trial
Records.

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Message Center, Continued

Send a New Step Action

Message from
the Inbox 1. Click the Communicate button located within Message Center.

A new message displays.

2. Type the first few letters of the patient’s last name in the Patient
field.
3. Click the Search button (binoculars).
4. Conduct a thorough search.
5. Select the correct patient in the top results pane.
6. Select the most recent encounter for the patient and your location.
Note: A new encounter will need to be created if there are no existing
encounters for the current location. Instructions for this task are
found in the next section, “Create a Phone Encounter.”

7. Click OK.
8. Click in the To field.
9. Type <staff member name>.
10. Enter a concise, specific message title in the Subject field.
Note: It is recommended to change the subject so that it reflects the
specific nature of the message. This becomes the title of the message
in the recipient’s Inbox.

11. Type the needed communication in the Message field.

12. Click the Send button.
13. Click the Refresh button.
The sent message displays in three locations:
b. The recipient’s Inbox
c. The sender’s Sent folder.
d. Clinical Notes in the patient’s chart.

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Message Center, Continued

Create a Phone It is best to associate a new message with the most recent encounter for the clinic
Encounter location. When no previous encounter for the clinic exists, a phone message
encounter needs to be created.
Note: Appropriate routing of electronic prescriptions, outside order requisitions, and
order tasks are all dependent on the clinic location associated with the encounter. If
misrouted, orders and tasks may be missed and result in patient care delays.

Step Action
1. Click the Communicate button.
The New Message window displays.
2. Enter the last name of the patient in the Patient field.
3. Click the Search button (binoculars).
4. Conduct a thorough search.
5. Select the correct patient in the top results pane.
6. Do NOT select an encounter (bottom, right pane).
7. Click the Add Encounter button, in the bottom,
right corner of the Patient Search box:
8. Enter location search criteria in the Facility Name field.
9. Click the Search (ellipsis) button.
10. Select the correct Organization from the search list.
11. Click the OK button.
The Phone Message Encounter conversation opens.
12. Right-click on a blank grey area of the conversation.
13. Select the Highlight Required Fields command.
Required fields are now highlighted in yellow.
14. Complete all required and any other relevant fields.
15. Click the OK button.
The New Message window is re-displayed.
16. Complete and send message.
See the “Send a New Message from the Inbox” section on the
previous page.

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Message Center, Continued

Reply to a Step Action

Message
1. Double-click to open an inbox message.
2. Click on the Reply button.
3. Enter response at the top of the Message field.
4. Click the Send button.
5. Click the Refresh button.

View a Phone Step Action

Call/Message in
Clinical Notes 1. Click the
Patient Chart
Access drop-
down arrow.
When a message
is selected in the
Inbox, the Patient Chart
Access button displays the
patient’s name, to the left of
the Recent button.
The patient’s chart displays.
2. Click the Clinical Notes band.
3. Double-click the Phone
Call/Message folder.
When opening other folders, it
may be necessary to open
several layers of next folders to
reach a specific note.
4. Double-click the newly added
message.
The message displays in the pane to the right.

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Message Center, Continued

Message Center A pool allows groups dedicated to particular tasks to share an inbox and provides
Pools one message center address to direct messages for a specific purpose or set of
purposes, regardless of which workers eventually handle those messages.

Send a Message The following is an example of how to send a message to a Refill Pool.
to a Pool
Step Action
1. Click the Communicate button.
A new blank message opens.
2. Click the binoculars to the right of the Patient field.
3. Conduct a Patient Search.
4. Select the correct patient (top pane, right).
5. Select the most recent encounter for your location (bottom pane,
right).
6. Click OK.
The patient’s name displays in the Patient field.
7. Click the binoculars to the right of the To field.
The Address Book displays.
8. Click the Pool option button.
9. Enter the Pool name in the search field
Example: Scheduling Pool – the actual name of the pool must match
whatever is entered in the search field to display in the results field.
10. Highlight the correct pool name.
11. Click the Add button.
12. Click OK.
The pool name displays in the To field.
13. Enter a concise, specific message title in the Subject field.
14. Enter a message in the body of the Message field.
15. Click the Send button.

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Message Center, Continued

View Pool Pool functionality allows users to share responsibility for managing results,
Messages documents, and messages for one clinic, department or unit.

Step Action
1. Click the Pools tab.
2. Click the drop-down arrow in the Pool field.
A list of assigned pools displays.

3. Select the specific Clinical pool.

Note: Assigning a message alerts other pool members that somebody
has taken responsibility to follow-up on this message.

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Message Center, Continued

Assign a To… Then…

Message to
Yourself Open and respond to a Double-click on the message.
message…
The message displays.
Assign the message… 1. Right-click on the message.
2. Select Assign Item from the menu
displayed.

The user’s name displays in the Assigned column in

the Summary Pane.

Step Action
1. Locate the message regarding Patient 3.
2. Right-click on the message.
3. Click on the Assign Item command.

Unassign a A message may be unassigned by you or by someone else.

Message
Step Action
1. Right-click on the message.
2. Click on the Unassign Item option.

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Message Center, Continued

Introduction to Granting proxy to another user’s Inbox allows that user to have access to the folders
Inbox Proxy and functions (i.e. – signing, refusing, and forwarding messages/results) that have
been granted within the limitations of their scope of practice. (i.e. A nurse cannot
cosign orders on behalf of a physician).
The proxy Inbox has the same look and feel as one’s own Inbox; however, all
actions taken are on behalf of the individual for whom one is acting as proxy.

Important  When signing an inbox item as a proxy, the signature states the user is signing
Notices about on behalf of the individual’s inbox. If an item is reviewed but needs to be left
Using Proxy for the original user to review as well, close the notification or move to the next
message without deleting.
 Any activities performed as a proxy are electronically recorded.

Set Up a Proxy Step Action

1. Click on the Proxies tab
in the Inbox Summary
pane within Message
Center.

2. Click the Manage button.

The Setup
window displays
and the Manage
Proxy tab is
selected.
3. Click the Add
button in the
Proxies Given
by Me pane.

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Message Center, Continued

Set Up a Proxy continued from previous page...

(continued)
4. Enter the name of the person in the User field to whom is being given
proxy.
The User field displays the selected name(s).
Optional Search Tool
 Click the Search button (binocular icon) to search for and
select the recipient’s name.
 Multiple users with the same level of access may be granted
proxy at the same time.

5. Click the down arrow to move the current user to the

Additional Users list box.

Important: The last user being added must remain in the User text
field and NOT moved to the Additional Users list box.

6. Continue to add
Optional additional users, if
Step needed.
7. Enter the appropriate
date and time in the
Begin Date field.
8. Enter the appropriate
date and time in the
End Date field.
9. Click the Grant All button.

All Available Items are moved to the Granted Items pane.

See option to grant partial privileges on next page.

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Message Center, Continued

Set Up a Proxy continued from previous page...

(continued)
10. Grant Partial Privileges
Optional  Select items from the Available Items pane.
Step
 Click the Grant button to move them to Granted Items pane.
11. Click the Accept and Next button (button location
illustrated on previous page).
The selected name(s) display in the Proxies Given by
Me pane:

12. Click the OK button to close the Setup window.

The Commit Progress window displays, stating the settings were
successfully saved.
13. Click the OK button.

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Message Center, Continued

View Proxies Once proxy authorization is granted, a user can view the proxy privileges.
Received from
Others Step Action
1. Click on the Proxies tab in the Inbox Summary pane.
2. Click the Manage button.
The Setup window displays the Given pane.
3. Click the Received tab in the bottom, left corner.

The Received pane displays:

4. Select a user’s name.

5. Click the Details button.
The Details for Received Proxy pane displays, below, where granted
privileges can be viewed.

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Message Center, Continued

Update Proxy The end user can change proxy authorization details.
Authorization
Step Action
1. Click on the Proxies tab in the Inbox Summary pane.
2. Click the Manage button.
The Setup window displays.
3. Remove an authorization or proxy:

To: Then…
Remove an authorization a. Highlight a user’s name.
from a proxy… b. Click the Details
button.
c. Highlight the authorization in the
Granted Items pane.
d. Click the Revoke
button.
Remove all authorizations a. Highlight the user's name.
from a proxy… b. Click the Details button.
c. Click the Revoke All button.
Remove the proxy a. Highlight the user's name.
completely… b. Click the Remove button.

Note: Date and time fields may also be modified.

4. Click the OK button after all changes have been made.

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Schedule Viewer

Scheduling The Scheduling viewer is accessed through the Scheduling button

Viewer on the Organizer Button Bar. The Schedule Viewer is an efficient and
easy-to-use scheduling tool. It allows you to see your schedule and those of others
in a daily, weekly, or monthly view.

Schedule Viewer is used to perform numerous scheduling tasks, such as:

 Check in appointments.
 Cancel appointments.
 No Show appointments.
 Reviewing your appointments by day, week or month.
 Reviewing appointment comments.
 Check out appointments (not utilized by all clinics).

Schedule Viewer allows users to easily customize the display, such as time
intervals and displayed columns.
It can also serve as a list of patients to be seen the current day. In addition, patients’
charts can be opened directly from the Schedule Viewer.

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Schedule Viewer, Continued

Scheduling Basic demographic patient data can be also be viewed by hovering over the
Viewer patient’s name in the Schedule Viewer.
(continued)

Once the rooming process has been completed, select the room number from the Pt:
Location drop-down, which notifies the physician that the patient has been roomed
and is ready to be seen.

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Schedule Viewer, Continued

Change the Step Action

View of the
Schedule 1. Right-click anywhere within the Schedule Viewer.
Viewer

2. Hover over the View option.

3. Select the Week View option.
4. Right-click, again, anywhere within the Scheduling window.
5. Hover over the View option.
6. Select Day View option.

Access Scheduling reports can be viewed and printed from the Schedule Viewer.
Scheduling
Reports from Step Action
Schedule
Viewer 1. Right-click anywhere in the Schedule Viewer.

2. Select the Scheduling Reports command.

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Schedule Viewer, Continued

Search for a To view the schedule of a resource, follow these steps:

Resource
Step Action
1. Type “Garcia” in the Resource field.
Dr. Garcia’s name displays in the Resource field.
2. Click the Binoculars icon .
3. Select the name of the appropriate person.

4. Click OK.
The selected resource’s schedule displays.

Check-in A patient may be checked-in in Schedule Viewer, if they are not checked-in by the
Patient from front desk.
Schedule
Viewer Step Action
1. Right-click on the patient’s appointment.
2. Click on the Check In command.
The Check In dialog box displays.
3. Click the OK button.
The appointment turns to a green color in the Schedule Viewer.

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Schedule Viewer, Continued

Open a Patient Patient charts can be opened from the Schedule Viewer.
Chart from
Schedule Note: By selecting your patient from the Schedule Viewer, you can ensure you are selecting
Viewer the correct encounter. Once the patient turns green, it means they are checked in and ready
for documentation.

Step Action
1. Double-click on Patient’s appointment.

The patient’s chart opens to the Ambulatory Viewpoint page.

2. Click the X on the patient chart tab.
The patient’s chart closes and Schedule Viewer is displayed, again.

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Patient Lists

Create a Patient lists can be created in order to make tracking patients a much easier task.
Location
Patient List Step Action
1. Click the Patient List button.
A list of active patient lists tabs displays.
2. Click the List Maintenance icon on the Patient List toolbar.
The Modify Patient Lists window displays.
3. Click the New button in the lower right-hand corner.
4. Select a Patient List Type (i.e. – Location).

5. Click Next.
6. Click the (plus sign) to the left of the Location folder on the right.
A list of all Indiana University Health facilities display.
7. Click the (plus sign) to the left of the facility group.
A list of all locations within the chosen facility display.
8. Click the plus sign next to the facility name to expand the folder.
9. Select the location name or clinic by clicking in the checkbox.

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Patient Lists, Continued

Create a continued from previous page...

Location
Patient List 10. Click Finish.
(continued)
The patient list displays in the Available List pane.
11. Highlight the clinic name in Available Lists.
12. Click the Send button .
The list is transferred to the Active Lists pane.
13. Click OK.
The list displays as a tab under Patient Lists.

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Patient Lists, Continued

Create a Custom patient lists can be created in order to track specific patients, independent
Custom Patient of location, encounter, etc. Each patient must be added to and removed from a
List custom list individually.

Step Action
1. Click on the Patient List button on the View toolbar.

The Patient List window displays.

2. Click on the List Maintenance button.

The Modify Patient List dialog box displays.

3. Click the New button.

The Patient List Type dialog box displays (see screen shot on next
page).

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Patient Lists, Continued

Create a continued from previous page...

Custom Patient
List Continued
(continued) 3.

4. Click the Custom option.

5. Click the Next button.
The Custom Patient List dialog box displays.

6. Select the Encounter Types checkbox.

7. Select the Emergency checkbox.
8. Enter a name for your list, such as “Transfer List.”
9. Click the Finish button.

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Patient Lists, Continued

Add a Patient Each patient must be manually added to a custom list.

to a Custom
List Step Action
1. Right-click on a patient’s record.

1. Hover over the Add to Patient List option.

2. Click on the name of the list to which to copy the patient.
The patient record is added to and displays on the custom list.

Remove a Each patient will remain, indefinitely on a custom list until thare are manually
Patient to a removed from the list.
Custom List
Step Action
1. Right-click on a patient’s record.
2. Select the Remove command.
The patient record falls off the custom list.

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Patient Lists, Continued

Proxy a Cerner Step Action

Patient List
1. Login to PowerChart.
2. Click the Patient List button on the PowerChart View
toolbar.
3. Select the patient
list tab to be
proxied.

4. Click the Properties button.

The Customize Patient List Properties dialog box displays.
Click the Proxy
tab.

Click the New

button.

Click the
Provider option
button.

Click the
Search button
(binoculars).

9. Search for and select the correct user.

10. Click the OK button.

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Patient Lists, Continued

Proxy a Cerner continued from previous page...

Patient List
(continued) 9. Click the Access drop-down
list.

10. Select the Read option.

11. Set the date and time to begin

proxy in the From date and time
fields.
12. Set the date and time to end
proxy in the To date and time
fields.
13. Click the Apply button.
14. Click the OK button.

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Patient Lists, Continued

Use a Proxied Step Action

Patient List
1. Login to PowerChart.
2. Click the List Maintenance button.
The Modify Patient List dialog box displays.
Select the proxied list from the Available Lists pane on the left.

Click on the Move button (small right-pointing arrow) between the

panes.

Click the OK button.

The proxied list, and its patients, displays as a tab on the Patient List
page.

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Patient Lists, Continued

Inactivate a Step Action

List
1.
Click the List Maintenance icon .
2. Highlight the list name in the Active lists pane.
3.
Click the Remove button .
The selected list displays in the Available lists pane.
4. Click OK.
The list is removed from Patient Lists.

Delete a List Step Action

1. Click the List Maintenance icon .
1. Right-click on the list name in the Available lists pane.
2. Select Delete Patient List.

3. Click Yes.
4. Click OK to close the Modify Patient List window.

Tips and Tricks

Patients are automatically discharged at midnight on the day patients are seen in an
outpatient clinic.
Series (recurring) patients display in your Patient Location list for up to 90 days.

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Open a Patient’s Chart

Overview There are numerous

methods to use to
open a patient’s chart
(see previous section,
“Open a Patient
Chart from Schedule
Viewer”).
In many windows, it
is possible to right-
click on a patient’s
name and use the
Open Patient’s Chart
command. Two
common methods are listed, below, both of which can be accomplished from the
Message Center or from another patient’s chart.

Open a Patient Step Action

Chart Using
Patient Search 1. Click in the Patient Search field.
2. Enter Patient’s LastName, FirstName.
3. Press Enter on the keyboard.
The Patient Search dialog box displays.
4. Select your Patient.
5. Select the appropriate encounter.
6. Click OK.
The patient’s chart opens to the Ambulatory Viewpoint page.
7. Click the X on the patient chart tab.

Open a Patient Step Action

Chart Using
Recent Drop- 1. Click on the Recent drop-down list.
down List
The last 9 charts opened are listed, most recent at the top.
2. Click the Patient’s name.
The chart opens to the default section of the chart.

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Chart Search

Overview Chart Search is a search engine within Cerner that allows users to search for
patient data within a patient's medical record. It will provide near instantaneous
search for words, phrases, and clinical concepts found in the patient medical record.
It can intelligently match and rank documents so that the most important and useful
documents will move to the top of the result list, reducing the time it takes to locate
key pieces of clinical data.

Information Chart Search offers users the ability to search for the following types of
Searching information:
 Text Documents (not
including scanned
documents)
o Clinical Notes
o Diagnostic Reports
o Pathology Reports
o Radiology Reports
 Discrete Data
Measurements, such as:
o Vital Signs
o Body Measurements
o Labs

Items Not Chart Search does NOT include the following:

Included in o Orders
Chart Search
o Problems
o Procedures
o Allergies
o Lab panels (currently must search for individual components)
Note: Depending on your search criteria, data may not return for all searches. If you are
expecting a return when a certain term/phrase is entered, but nothing returns, use the
Give Feedback button to communicate with Cerner engineering.

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Chart Search, Continued

Perform a Step Action

Word or
Concept Search 1. Click the Chart Search band in the Table of Contents in the patient’s
chart.
The Chart Search screen displays.

2. Enter a word or
phrase in the
Search field.

Note: Chart
Search
automatically
offers helpful
words and
phrases when the
user begins
typing; this is
referred to as
Search Assist.
Results
displayed above
the line search
for concepts.
The quotation marks around a word designate a word search.

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Chart Search, Continued

Perform a continued from previous page...

Word or
Concept Search 3. Select a concept from the list displayed or click the Search button or
(continued) press Enter on the keyboard.
A list of matching results displays.

Filter Results Patient Chart Search returns a prioritized list of results that contain the word or
concept searched for. At this point, the user can choose how view the results by
using the filtering option located on the left of the screen. Search results can be
filtered by:
 Documents – displays both text documents and discrete measurements
beginning with the most recent.
 Results – displays only discrete measurements such as labs and vital signs
beginning the most recent.
Displayed results can also be sorted by a timeframe (i.e. – Past 24 hours) or by
relevance.
Click the black arrow next to the header to collapse or expand the section.
Click the Filter this search arrow to display additional
filtering options for the current search. These options
include:
 All document types
 All authors
 All locations
 All drug classes
 All drugs

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Chart Search, Continued

View Patient The prioritized list of results includes an excerpt from the document and additional
Chart Search details, such as the number of years since the original document was created, the
Results date/time of the original document, and the location where the original document
was created.
To view a specific result, follow these steps:

Step Action
1. Click on the title of the document.

The document window displays.

Note: This view shows unformatted text that was extracted from the
original document in the patient’s medical record so it may not
display exactly as the original.

2. Click the CLOSE button in the lower right-hand

corner of the screen to return to the Chart Search
main page.

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Chart Search, Continued

Feedback The Give Feedback link allows users to give feedback in context to a search just
Options performed.

The feedback is routed to the engineering team. If you do not see a result displayed
that you expected, click the Give Feedback link. The Semantic Search Feedback
window displays. Enter your feedback and click the Submit Feedback button.

Once submitted, the engineering team will consider this for future build.

Disclaimers Cerner has continued efforts to improve and enhance Chart Search features. At
this time, Chart Search does not include:
 Orders
 Problems
 Procedure
 Allergies
However, documents often contain everything so much of this data is still available
in a search. However, it displays as it is documented, not as it recorded in the
patient’s chart.
Lab panels (i.e. – CBC, BMP) are not searchable. Only individual results are
searchable. For a comprehensive look at lab panels, refer to the Results Review
band in the patient’s chart.
Again, when you come across things that you expect to see but don’t, use the Give
Feedback link to let engineering know.

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Chart Search, Continued

Key Features Chart Search uses the following key features to quickly perform searches:
 Word Search – allows users to find information based on the presence of a
specific word. Words can be clinical or non-clinical.

 Concept search - allows users to find information based on the clinical concepts
that occur in the record. Mapping is based on SNOMED nomenclature. It
searches for concepts in the document body and title, including symptoms,
diseases, medications and common procedures.
o For example, a concept search for rash will return any results associated
with the term and find documents containing the medical term "skin
eruption".

 Smart ranking - brings the most relevant search matches to the top of the list of
search results.

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View Orders

Orders Section

Section Explanation
Tabs  Orders – Screen from which you enter orders in PowerChart.
 Medication List – List of medications and continuous infusions
ordered for this patient.
 Document In Plan – Where nurses evaluate the patient goals.

Order Displayed – The recommended order filter is Inpatient Preferred.

Filters Click the drop-down arrow to select from the list.

View The View Pane on the left displays a list of PowerPlans and Order
Pane Categories. The categories with orders have a checkbox next to them
and correspond to the headings in the Orders Profile on the right.
When there are orders present in a category, its checkbox is checked.
Click an order category to go directly to that section. If a patient has
a large number of orders, you may want to hide order categories from
view that don’t pertain to you or your department. Deselect the
checkmark to the left of the order category. This does not remove
the orders from the category, but only temporarily hides them.
Order The Order Profile on the right side of the screen displays the patient’s
Profile existing orders, the status of the order and some detail information.

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View Orders, Continued

Order/Order Icon Name Description

Review Icons
Add Order Initiates the order entry process.
Document Enter prescriptions or medications patient is currently
Medication taking at home.
by Hx
Pharmacy Medication has not been verified by a pharmacist.
verification
Caduceus Physician needs to co-sign the order.
Nurse Indicates an order that has not been reviewed by a
Review nurse.
Stat Order Indicates a Stat order that requires a nurse review.
Inpatient/ Identifies inpatient/outpatient orders on the Add
Outpatient Orders dialog box.
Prescription Identifies a prescription order on the Add Orders
dialog box.
Reference Displays to the left of an order and indicates that
Text additional data, such as age-specific information and
test preps, is available.
Checkmark Located to the left of an order, the checkmark indicates
that the order has been signed and is active.
PowerPlan Indicates orders that are grouped together - two or
more orders grouped together for ease in ordering.
Additional One or more details must be completed.
Details
Additional Same icon as above but displays differently when the
Details order is highlighted.
(Highlighted)
Next detail Takes you to the next detail whether it’s required or
not.
Previous Takes you to the previous detail whether it’s required
detail or not.
Next req’d Takes you to the next required field that is missing
field data.
Next order Takes you to the next order. This button is enabled if
you have more than one order with required fields.

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View Orders, Continued

Communication These following Communication Types are available to those placing orders and
Types are an indication of the origination of an order:
1. Written: Orders written on paper order sheets (i.e. Downtime orders). This is
also the communication type that is associated with orders entered directly by
the provider via CPOE.
2. RVVO: Repeat Verify Verbal Order. These orders will automatically route to
the provider for co-signature. The dictation number should always be used for
verbal orders to ensure they are routed to the correct provider. Verbal orders
should only be used in urgent/emergent situations, as was the process prior to
CPOE.
3. RVTO: Repeat Verify Telephone Order. These orders will automatically
route to the provider for co-signature. The dictation number should always be
used for telephone orders to ensure they are routed to the correct provider.
The provider should stay on the phone as you enter the verbal telephone order
into Cerner in order to address any alerts which may display during the order
entry process.
Note: Order Communication Types “4” and “5,” below, refer to IU Health
clinical policies.
4. Protocol Sign Req’d: Used when approved protocol orders require the
provider’s co-signature (medications, IV Fluids, labs, and/or tests,
including radiology orders), e.g., Skin and Wound Care Protocol, if
medication(s) are added.
5. Protocol: Orders that have been approved and do NOT contain medications,
IV Fluids, labs, and/or tests, e.g., Skin and Wound Care Protocol, if no
medications are included. These do NOT route to the provider for co-
signature.
6. CPOE Initiate: Used when the nurse initiates a PowerPlan from a planned
state. Because the provider signed these orders when placing them in a
planned state, they do NOT route to the provider for co-signature. If there
is a question, or if the nurse encounters warnings when initiating the orders,
the nurse should validate with the provider which orders are appropriate.
7. Unit Routine: Used to cancel/reorder existing orders to reschedule them to
meet unit routines. Also used to discontinue phases of Multiphase
PowerPlans. These do NOT route to the provider for co-signature.

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Document Medications by History

Document Step Action

Medications by
History 1. Click the Medication List band.
2. Click the Document Medication by Hx button.
3. Click the Add button.

The Add Order window displays.

Note: If the patient has no known medications, you will click the
checkbox for No Known Home Medications

4. Type “multivitamin” in the Search field.

5. Select the multivitamin.
The Order Sentences window displays.
6. Select 1 Tablet, Orally, Daily.
7. Click OK.
8. Click Done.
9. Complete the Details, Order Comments, and Compliance tabs with
any required information.

10. Uncheck the Leave Med History Incomplete – Finish Later box.

Unchecking this box will trigger the Status icon for Meds History (as
viewed from the Medication List and Orders page) to update from a
blue circle with an exclamation point to a green checkmark. This is
the only visual indicator to the provider that the med list is updated
and ready for reconciliation.

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Document Medications by History, Continued

Document continued from previous page...

Medications by
History 11. Click the Document History button.
(continued)
The historical medication is saved to the patient’s Active Documented
Medications by Hx list.

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Document Medications by History, Continued

List a Study An example of a medication by history could be a study drug. A drug that a patient
Drug in Cerner is taking, but has not be prescribed within the electronic medical record. Having it
documented provides transparency for other clinicians involved in the patient’s
care.

Step Action
1. Open a patient’s chart in PowerChart.
Click the Medication List band.

The Medication List page displays.

Click the Document Medication by Hx button in the Medication List.
The Document Medication by Hx list displays.

Click the Add button.

5. Type “Study Med” in the Find box.

6. Click on the Study Medication option.
A second window will open.

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Document Medications by History, Continued

List a Study continued from previous page...

Drug in Cerner
(continued) 7. Click the Done button.
The selected study medication is selected and displays in the
Medication List pane and the Details pane, below presents fields
which are required.

8. Complete the Details section by adding:

 Dose
 Route of Administration
 Frequency
 Description (if blinded randomized study drug, enter “Name of
study drug/Placebo”)
 IRB #
 Special instructions or order comments may be added here, if
necessary.

Click the Document History button.

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Document Medications by History, Continued

Modify Modifying medications allows clinicians to modify historical medications that have
Historical been entered into the system instead of having to Cancel/DC the medication and
Medications begin the process again. Modify allows you to correct a historical medication entry
or add details to the medication.

Step Action
1. Click the Document Medication by Hx button.

The Document Medication by Hx window is displayed.

2. Right-click on the medication you need to update.
3. Select Modify from the menu.

4. Update the Details, Order Comments and Compliance tabs as

needed.

5. Click the Document History button.

The historical med is saved to the patient’s Active Documented
Medications list.

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Document Medications by History, Continued

Cancel /  Complete: Acute medications (antibiotics, prednisone tapers, etc.) that were
Discontinue an prescribed for a short duration, and have exceeded the end date. Complete
Historical should also be used to remove duplicate historical medications
Medication
 Cancel/DC: Prescriptions that the patient states they are no longer taking
because a provider told them to stop taking.
 DOCUMENT COMPLIANCE: Not Taking: Prescriptions that the patient is
not taking, for any reason other than specific instruction from a provider.

Step Action
1. Click the Document Medication by Hx button.

The Document Medication by Hx window displays.

2. Right-click on the multivitamin.
3. Select Cancel/DC.
When cancelling or discontinuing historical meds, the Ordering
Physician window does not display.
4. Click OK.
A strikethrough line displays through the medication.

5. Click the Document History button.

The historical med is saved to the Inactive Medication list.

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Document Medications by History, Continued

Complete a Use Complete for medications that are supposed to be taken for a finite amount of
Medication time (i.e. antibiotics).

Step Action
1. Right-click the antibiotic on the medication list.
2. Select Complete from the menu.

3. Click the Sign button.

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Document Medications by History, Continued

Add/Modify Compliance can also be added or modified per the Add/Modify Compliance option.
Compliance
Step Action
1. Click the Document Medication by Hx button.
2. Right-click on the medication to be modified.
3. Select Add/Modify Compliance.
The Compliance tab displays below.
4. Make the necessary additions or changes.
5. Type a comment regarding the modification in the Comment box.

Note: The Comment field is a required field if you choose the status Still
Taking, not as prescribed. Users cannot sign the modification until this
field is completed.

6. Click the Document History button when finished.

The Compliance Status is updated on the Medication List.

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Ambulatory Viewpoint

Overview The Ambulatory Viewpoint page can be

used as a basic navigational tool and
accessed through the PowerChart menu.
There are three tabs across the top of the
page; AMB Summary, AMB Custom,
and Future Orders.

AMB Summary The Ambulatory Summary tab provides a snapshot summary of the patient’s record.
Tab It allows clinicians to take action, such as add orders, problems, diagnoses and
medical histories directly from this view.
The Ambulatory Summary tab is divided into 3 columns. Each column contains
components to access and document patient data. User-based customization is
available allowing the user to rearrange components on the page and to define the
default expand/collapse behavior for each component.
Each component header (i.e. – Vitals and Measurements) is a hyperlink that
launches the user to the appropriate section in the patient chart. The user can hover
over any of the headers to see, in a tooltip, where clicking on that header will take
them in the patient’s chart.
Vitals and Measurements takes the user to RESULTS REVIEW.

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Ambulatory Viewpoint, Continued

Problems and The Problems and Diagnoses component is an enhanced version of the Problems
Diagnoses and Diagnoses band and displays the following three categories:
Component
 Diagnosis This Visit – the problem being addressed at the current visit (i.e.
– pain)
 Active Problems - the patient’s active problem list (i.e. chronic conditions
such as diabetes)
 Resolved Problems - the patient’s Past Medical History (i.e. – a kidney
stone)
Note: Diagnosis is to be entered by the Provider.
To display the Problems and Diagnoses section In Ambulatory Viewpoint:
Step Action
1. Click the Expand arrow on the right side of the band.

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Ambulatory Viewpoint, Continued

Medication List The Medication List component displays the patient’s current medications. It
Component allows users to Renew, Cancel/DC, and Complete prescriptions from the
Ambulatory Summary view.
Note: The Medication List component is only for renewing, canceling, or
completing medications. Reminder: This training addresses multiple functions in
Cerner PowerChart. It is important that you only perform actions that align with
your current job description.

Review Medications

Chart Search Chart Search functionality displays at the top of the Ambulatory Summary view.
Functionality It functions the same way as using the Chart Search band in the Table of Contents.
Note: It only displays discrete results and terms.

Type your search term in the Search field. Matching items display as you type.

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Ambulatory Viewpoint, Continued

AMB Custom The Ambulatory Custom tab allows users to customize the following components:
Tab
 Allergies
 Patient Information
 Pregnancy History
 Procedure History.

Future Orders Future lab order functionality enables providers and support staff to enter
Tab departmental lab orders with a future date or timeframe for activation at a future
office visit or IU Health Outreach Lab.
After future orders have been placed, the future orders tab is where these orders are
shown, activated, or cancelled/DC’d.

Note: This reference guide addresses multiple functions in Cerner PowerChart. It is

important that you only perform actions that align with your current job description

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Ambulatory Flowsheet

Overview Ambulatory Flowsheet is a view-only comprehensive overview of the patient’s

care. You will see items such as Vital Signs, Body Measurements, labs, and data
from AdHoc forms.

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Results Review

Open the The Results Review section contains data that is populated from multiple sections
Results Review of the patient’s chart.
Section
Step Action
1. Open the patient’s chart.
2. Click the Results Review band.
The Results Review section displays with the Lab Results tab open.

How to Each result displays in one of two formats:

Interpret Font
 Black text = Non-critical results
Color of
Results  Red text = Critical, High/Low and Abnormal results.

Available Results can come from charted data, completed forms, even feeds from other
Results to View systems. The following are examples of information that can be found in Results
Review:
 Vital Signs
 Admission History Flowsheet
 Perioperative Flowsheet
 Anesthesia Flowsheet
Note: To view the most up-to-the-minute information, click the
Refresh button frequently.

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Results Review, Continued

Use Results Each tab acts as a filter and displays only that specific type of clinical result – i.e.,
Review Tabs the Lab Results tab only displays lab results.
(Filters)

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Results Review, Continued

Flowsheet Type Specialty filters allow the user to

quickly reduce the results being
viewed to only those for a
particular discipline – i.e.,
Anesthesia or Diabetic Clinic
Flowsheet.

Step Action
1. Click the Flowsheet
field drop-down
arrow.

2. Select a specialty
filter.

The results are

reduced to those
returned for that
specialty.

Level Filters Level filters allow the to reduce the results to those for a particular discipline.

Step Action
1. Click the Level field drop-down arrow.
2. Select a specialty filter.
The results are reduced to those returned for that specialty.

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Results Review, Continued

Display Options Results can be displayed in a Table, Group, or List format, based upon a user’s
preference. The default view is Table, which displays a separate column for the set
of results from each lab draw.

Step Action
1. Click the Group option button.
The lab results display in a Group format with the set of results from
each lab draw grouped together.
2. Click the List option button.
The lab results display in a List format, displaying all labe results in a
vertical column, the most recent at the top.
3. Click the Table option button.
The lab results display in the default Table format.

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Results Review, Continued

Expand Search On the Results Review band, the Clinical Range Information Bar defaults to the
Criteria on the last 100 results (every piece of data, such as pulse, counts as a result). Therefore,
Information all results may not be displayed, depending on how numerous a patient’s results are.
Bar The Search Criteria, as displayed on the Clinical Range Information Bar, can be
modified to look as far back as needed.
When setting search criteria, four (4) types are available:
1. Clinical Range
2. Posting Range
3. Result Count
4. Admission Date to Current Date

Step Action
1. Right-click on the Clinical Range Information Bar.

2. Select the Change Search Criteria command.

The Search Criteria dialog box displays.
3. Select a Result Lookup type.
4. Modify the remaining criteria in order to return the results.
5. Click the OK button.

Quickly Modify the Displayed Search Criteria

The search criteria range can also be quickly modified, using the expansion arrows
on the left and right sides of the Clinical Range Bar:

Step Action
1. Click on the left and right arrows to shorten and expand the displayed
type of search criteria.

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Results Review, Continued

Use the The Navigator provides quick access to the categories of available results. Check or
Navigator uncheck the boxes to the left of each category to hide or view the category.

Step Action
1. Click a category near the bottom of the Navigator.
The results pane to the right, scrolls to the section clicked.

2. Click the category check box to the left of the same category.
The results category is hidden.
3. Click the same category check box a second time.
The results category is re-displayed.
4. Click the the category at the top of the Navigator pane.
The results pane to the right, scrolls to the top category.

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Results Review, Continued

The Results Displays the results based on the tab, flowsheet and category selected.
Pane

View Result More detail for any result can be viewed, including the result history and action list.
Details
Step Action
1. Right-click on a result.
2. Select the View Details command.

The Result Details window displays.

3. Click the Close button.

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Results Review, Continued

Print Results Results may be printed from any of the Results Review flowsheets, utilizing either
of the following two (2) options:
 Print an entire flowsheet
 Print a selected section of a flowsheet
Print an Entire Flowsheet

Step Action
1. Select the tab with the results to print.
2. Click the Print button at the top, right of the Results Review window.
3. Verify the appropriate printer.
4. Click the OK button.

Print Specific Results

Step Action
1. Select the tab with the results to print.
2. Select the specific results, using one of these methods:
a. Click and Drag
b. Ctrl + Click
c. Click + Shift + Click
3. Click the Print button at the top, right of the Results Review window.
4. Verify the appropriate printer.
5. Click the OK button.

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Results Review, Continued

Graph Results Numeric results may be displayed as a graph to quickly identify trends. These
graphed results may also be printed.

Step Action
1. Select the tab with the results to be graphed.
2. Select the checkboxes to the left of any results to be graphed.
Multiple checkboxes may be selected for one graph.
3. Click the Graph icon in the top, left of the Results Review
window.
The Flowsheet Graph displays the selected result(s) in graph format.
4. Optional Step 4 for Multiple Results Charted
Click the Combine button.
Multiple results are displayed on one grid, rather than two or more.
5. Optional Step 5 for Multiple Results Charted
Click the Split button.
Multiple results are split into individual graphs.
6. Click the Close button.

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Health Maintenance

Overview The Health Maintenance band provides a snapshot of generally recommended

screening procedures and immunizations to maintain health and detect common
problems for a healthy adult. The recommendations are specific to male or female
and are based on age and sex. In addition, whenever a problem or diagnosis is
documented in PowerChart, applicable expectations display on the Health
Maintenance band. Expectations can also be manually added.
Note: IU Health’s recommended Healthy Adult screenings and immunization
schedules are based on recommendations from the U.S. Preventative Services Task
Force (USPSTF).
The Health Maintenance band is divided into two sections:

Part Function
Displays tests, procedures, and immunizations recommended for
the patient starting from the current date to 10 years into the
future. From this section, the user can satisfy a Pending
Pending Expectation by clicking on the appropriate Satisfier.
Expectations Note: The display default is set to Show satisfiers and to sort by
Status.

Displays Expectations that have been completed and

documented in the last 2 years.
Recently
Satisfied Note: The last 2 years of Satisfied Expectations also pulls into
Expectations PowerNote.

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Health Maintenance, Continued

Health Reference text is available for Health Maintenance schedules. Reference text is
Maintenance accessed by highlighting and right-clicking on a schedule.
Reference Text
Step Action
1. Click on the appropriate schedule (i.e. – Tetanus) to highlight it.
2. Right-click the highlighted schedule.
3. Select View Expectation Reference Text from the menu displayed.

A Decision Support screen for the selected schedule displays.

4. Click the OK button to close the Decision Support window.

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Clinical Notes

Overview Clinical Notes are used for reviewing scanned documents and Progress Notes.
Documents currently stored in Clinical Notes for viewing include:
 Registration Documents
 Consent Forms
 Progress Notes

Part Function
Clinical Notes Allows users to Add, Modify, or In Error a
Toolbar Clinical Note.
Search Criteria Allows the user to select a different time frame for
Bar which to view documents/notes.
Navigation Provides a view of documents/notes contained
Pane within folders for a patient encounter.
Results Pane Displays a selected document/note.

Sort Options Allows users to sort all documents/notes by the

selected criteria
Details Displays the activities that have occurred during a
document/note’s lifecycle.

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Clinical Notes, Continued

Sort Options Clinical Notes are stored in folders displayed in the Navigator Pane. Users can sort
available documents by using the sort options in the bottom left-hand corner of the
screen (see figure above, letter “e”).
The options include:
 By type
 By status
 By date
 Performed by

Change Search Search criteria filters can be changed if a document/note needing to be viewed is not
Criteria displaying in the Navigator Pane.

Step Action
1. Right-click the blue Search Criteria Bar.
2. Click Change Search Criteria.

The Document Lookup window displays.

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Clinical Notes, Continued

Change Search continued from previous page…

Criteria
(continued) 3. Change the desired search criteria.

Clinical Notes can be filtered by:

 Date Range
 Document Count
 Admission-Current
 All Documents for a selected encounter if the Documents
for selected encounter checkbox is checked
4. Click OK to save.

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Clinical Notes, Continued

View a Clinical Step Action

Note
1. Click the Clinical Notes band in the Table of Contents.
A list of all available folders display based on the search criteria filter.

2. Double-click the applicable folder icon.

The folder opens to displays it’s contents – clinical note documents or
more folders.
In the example, below, in order to open the highlighted note, it was
necessary to open
a. First, the Clinic/Office Records (Peds & Adult) folder.
b. Then Family Medicine folder.
c. And finally, Family Med MD Progress Notes folder to access
the clinical note in the last folder.

Note: If No Results Found displays in the document tree, change the

search criteria via the blue Search Criteria Bar.

3. Double-click each successive sub-folder icon until the clinical

notes being searched for are listed beneath the opened folder.
4. Double-click the clinical note.

The note displays in the Results Pane to the right (letter “d” - ,
diagram in Clinical Notes, Overview, above).

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Clinical Notes, Continued

Set Document It is most often beneficial to set a specific type of document as the default clinical
Type note. The type of note selected, when creating a new clinical note, determines in
Preference which folder the new note is stored in the Clinical Notes page on the patient’s chart.
In the following example, the guide illustrates how to set Research/Clinical Trial
Records as the default document type.

Step Action
1. Open a patient’s chart.
2. Click on the Clinical Notes band.
The Clinical Notes page displays, to the right.
3. Click on the Documents menu at the top of the window.
4. Click on the Options command.
The Clinical Note Options dialog box displays.
5. Scroll to locate the Research/Clinical Trial Records option in the All
Available Document Types list (screen shot, next step, next page).

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Clinical Notes, Continued

Set Document continued from previous page...

Type
Preference Click to select the Research/Clinical Trial Records type.
(continued)

Click the single right-pointing arrow between the two panes.

The selected Research/ Clinical Trial Records type
is moved into the Personal Document Type List pane, on the right.

Click on the Default Document Type field drop-down arrow.

Click to select the Research/Clinical Trial Records option.

10. Click on the OK button.

When the Add button is clicked to create a new clinical note,
the Type field defaults to Research/Clinical Trial Records.

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Clinical Notes, Continued

Add a Clinical Clinical Notes can be used for documenting letters to patients or for notes that are
Note not facilitated by a form, procedure, or other notes.
Note: Be sure to select the correct document type. The document type selected
determines where the note is saved and stored.

Step Action
1. Click the Add icon located in the Clinical Notes toolbar.
The Add Document window displays.
2. Designate the note Type to be used:
a. Accept Default Document Type (see above section).
i. .Skip to step 3.
b. Select a different
Type:
i. Click the drop-
down arrow in
the Type field.
ii. Select the
appropriate note
type from the list
displayed.
3. Verify the author’s name is the person who is signed into
PowerChart.
4. Change the author’s name, if needed.
Optional Search for and select the appropriate physician’s name if the scanned
5. document needs to route to the provider’s Inbox to be reviewed and
signed.
6. Enter definitive, succint subject for the note in the Subject field.
7. Type the note detail in the white free text area.
8. Click Sign.
The View New Document window displays.
Optional Select the checkbox next to “Remember my selection and do not
9. display this message again”
to automate that all new notes display upon signing.
10. Click Yes.
The new note displays in the Result Pane, to the right.

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Clinical Notes, Continued

Request Review Any clinical note can be forwarded to other clinicians for review and signature. For
of Treating example, upon completion of a clinical research enrollment a note can be forwarded
Provider to the treating physician to inform them of the patient’s enrollment and to the
principal investigator for study oversight.

Step Action
1. Start a new clinical note.
2. Enter a definitive, concise Subject.

3. Click the Modify button.

The Associated Providers dialog box displays (see screen shot, next
page).

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Clinical Notes, Continued

Request Review continued from previous page...

of Treating
Provider Event The Associated Providers dialog box displays.
(continued)

4. Click the Search button (small blue magnifying glass) in the Provider
column.
The Provider Selection dialog box displays.
5. Search for the Reviewer.
The Provider Selection dialog box displays.
6. Select the reviewer.
7. Click the OK button.
The Provider Selection dialog box closes.
8. Click the Search button a second time.
9. Search for the Provider.
10. Select the provider to sign the note.
11. Click the OK button.
The Provider Selection dialog box closes.
12. Click the OK button.
The searched for reviewer and provider’s names display next to the
Associated Providers label (see screen shot, next page).

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Clinical Notes, Continued

Request Review continued from previous page...

of Treating
Provider Event The searched for reviewer and provider’s names display next to the
(continued) Associated Providers label.

13. Complete the clinical note.

14. Click the Sign button.
The associated provider receives an inbox message to review the
clinical note.

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Clinical Notes, Continued

Create Auto Auto Text is a time-saving feature. It allows the user to set up key words or phrases
Text that can easily be accessed to quickly populate a note being created.

Step Action
1. Add a new Clinical Note.
2. Type the text to be saved as Auto Text in the body of the note.
3. Highlight the entered text.
4. Right-click the highlighted text.
5. Select Save as Auto Text from the menu.

The Manage Auto Text window displays with the typed text under
Details in the Abbreviation replaced by field.
6. Type a name for the auto text beginning with a period. (i.e. – .results)
in the Abbreviation field.

Note: Enter a Description for more clarification when inserting Auto

Text.

7. Click the Save button.

8. Click the Close button when finished.

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Clinical Notes, Continued

Insert Auto Once Auto Text has been created, it can easily be accessed and inserted for quicker
Text documentation of Clinical Notes, PowerNotes, and Messages.

Step Action
1. Place the cursor in the location to insert the Auto Text.
2. Type a period, (“.”).
The Auto Text abbreviation list displays.
Note: Users can also right-click and select Insert Auto Text.

3. Double-click on the appropriate abbreviation.

The auto-text is placed in the body of the note.

Note: This same list of auto text is also available in PowerNotes and
Message Center.

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Clinical Notes, Continued

Modify a Once a Clinical Note has been created, it can be modified to add additional
Clinical Note information.

Step Action
1. Open the Clinical Note to be modified.
2. Right-click on the note text.

3. Select Modify.
4. Enter the additional note below the “Insert Addendum Here”
instructions.

5. Highlight any original text to be removed.

6. Click the Strike through button on the toolbar.
7. Click Sign when finished.

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Clinical Notes, Continued

Mark a Clinical Clinical notes entered in error (i.e. – on the wrong patient) can be uncharted.
Note In Error
Step Action
1. Open the Clinical Note to be uncharted.
2. Right-click on the body of the note.
3. Select In Error.

The Result Uncharting window displays.

Note: Rather than right-click and clicking In Error, the user may
simply click the red on the Clinical Notes toolbar.

4. Type a reason for uncharting the note in the Comments field.

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Clinical Notes, Continued

Mark a Clinical continued from previous page…

Note In Error
(continued) 5. Click OK when done.
The open note displays *In Error Report* and a Result Comment at
the top of the note.

Note: The uncharted note displays a red icon with an X on it in the

Navigator Pane when the filter “Filter In Error Documents” is not
selected.

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Clinical Notes, Continued

Scan Paper documents obtained during the clinic visit or documents received from non-
Documents into IU Health facilities may be scanned into PowerChart from the Clinical Notes band.
Clinical Notes At the end of this process the user will be given the option to forward this note to
another for review.

Step Action
1. Click the Scan icon in the Clinical Notes toolbar.
The Add Document window displays.
2. Click the drop-down arrow in the Type field.
A list of note types displays.
3. Select the appropriate note type (i.e. – Outside Pathology).

4. Verify the author’s name is the person who is signed into PowerChart.
Note: Select the appropriate physician’s name if the scanned
document needs to be signed by a provider.

5. Enter the original date of the document being scanned in the Date
field.
Note: The date may be outside the parameters of the selected
encounter’s date of service. A future date cannot be selected.

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Clinical Notes, Continued

Scan continued from previous page…

Documents into
Clinical Notes 6. Type a brief title in the Subject field.
(continued)

Note: It is particularly important to give each document a definitive

Subject when scanning documents. The Subject displays when using
the “hover” feature in Clinical Notes, which facilitates document
searching in the future.

7. Load the document into the appropriate scanner.

8. Click the Scan button located in the lower right-hand corner.
The document displays in the Add Document window.
9. Verify the scanned document displays correctly.
Note: Click the Cancel button if the document needs to be rescanned.

10. Click the Sign button when finished.

The View New Document window displays.

11. Make the decision to view or not to view the scanned document.
 Click Yes to “View the newly created document now”.
 Click No to close the window.

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Clinical Notes, Continued

Options for When viewing scanned documents, use the document control options at the bottom
Viewing of the screen to move from page to page, zoom in and out, or rotate the document
Scanned as necessary.
Documents

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Histories

Overview The Histories band is a single area to document and review the following patient
historical data:
 Pregnancy
 Past Medical
 Procedure
 Family
 Social History

Note: Information entered in the Histories section of the chart can be auto-
populated in a PowerNote when selected. See the PowerNote section of this guide
for specific instructions.

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I/O / I-Flowsheet

Overview The I/O / I-Flowsheet (I-Flowsheet) facilitates clinical documentation. Clinicians

use the I-Flowsheet to document patient related clinical data such as head to toe
assessments, vital signs, safety measures, intake/output, etc. The window is divided
into several sections.

Section Defintion / Function

I/O / I-Flowsheet Tool Bar
Contains icons used in working with the I/O / I-Flowsheet. For
example: the green checkmark is used to sign documentation and the
cancel icon is used to cancel unsigned documentation.
Documentation Bands/Navigator
Keep I/O / I-Flowsheet organized into documentation categories such
as Vitals, intake and output, patient education, etc.
Information Bar
Indicates current time view. The timeframe can be changed by right-
clicking on the information and changing the time parameters.
Documentation Sections
Within each Documentation Band, there are multiple sections to
further organize documentation on the I/O / I-Flowsheet. Charting
patient information is done a section at a time; i.e. vital signs.
Time Frame Columns
The default view on the I/O / I-Flowsheet is hourly. The most recent
time is on the left going in reverse chronological order.

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The MAR (electronic Medication Administration Record)

Introduction MAR stands for Medication Administration Record and is considered the “source of
truth” for all medications. Sometimes the MAR is referred to as the “eMAR,” the
electronic Medication Administration Record.

Step Action
1. Notice that the MAR defaults to the Time View.
The eMAR is a 24-hour medication view. It defaults to the Time View
in the navigation pane on the left. This provides time-based columns
to view medications for a patient.
2. Click the Route View button, at the bottom of the navigation pane.
View changes to reflect Route View.
3. Click the Therapeutic Class View button.
View changes to reflect Therapeutic Class View. Can view Beta
Blockers from this view.
4. Click the Plan View button.
This will display meds within each plan.
5. Click back on the Time View button.

eMAR Page The first column lists the Medication Orders. Under each medication are the
Details details of the order for that administration. If you see an ellipsis (3 dots) at the end
of the details that means there are more details to be seen. You can hover over the
details section to see all details.
Since the MAR is a 24-hour medication sheet, task boxes are seen for whenever a
dose is due. For example, the Cefazolin is ordered Q8H, so there is a task box for
0600, 1400, etc.
If a task box is red it means the medication is overdue. A medication is
considered late if it is 61 minutes past due. Blue task boxes are current or future
doses.
Scheduled medications have a blue background and tasks remain in the time
column for when they are due, until they are actually charted against. After being
charted, they move to a column for the time they were actually administered.

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The MAR (electronic Medication Administration Record), Continued

eMAR Page Unscheduled, PRN, and Continuous Infusions are not timed, so those task boxes
Details float along the current time column – which is the yellow column. When a
(continued) Scheduled Medication is charted, the task box disappears and an administration
result appears. For Unscheduled, PRN, and Continuous Infusions the task box does
not disappear, but the words “Last given” and the date and time it was given
appears.
Continuous Infusions are displayed on a blue background, just like Scheduled
Medications.
PRN medications are displayed on a green background. Users can either scroll to
the PRN meds in the Medication
List or click the green PRN
button in the navigation pane.
Note: The Task Box for a PRN
remains, allowing for more
doses, as appropriate.
Discontinued medications
display with a gray background.
This is where information on
previously ordered medications
that have been discontinued is listed. And don’t forget that one-time orders are
discontinued as soon as they are given so they appear in the gray area, as well.
Unscheduled medications display with an orange background.
STAT Medication Orders
If the provider orders a medication order with a priority of STAT, the medication
task box is red with “STAT” displayed in the task box. STAT orders are always
ONCE orders. If there is a continued need for the medication, a separate order
must be entered.

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Pregnancy Summary

Overview The Pregnancy Summary band provides a quick overview of information relevant to
pregnancy. It captures and displays data from the diagnosis of pregnancy through
the postpartum period for the patient’s current and previous pregnancies.
IMPORTANT: Users will only be able to see the start and end date of the
pregnancy. The onset date is the beginning of their pregnancy starting at their last
menstrual period (LMP) and ending two weeks post-delivery. Anything that
happens with the patient during the 9 months they are pregnant will show up on
the Pregnancy Summary. Anything before the onset date does not show up on the
Pregnancy Summary.

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Pregnancy Summary, Continued

Navigate the All sections on the Pregnancy Summary screen link to other tabs. Hover the mouse
Pregnancy over the section titles to view the tabs they link to when clicked.
Summary
Section Section Description
Pregnancy Current Pregnancy tab: Displays current pregnancy
Overview information, such as EDD, EGA, Gravida/Para, as well as
and Contact age, race, and body measurements. Allows the user to cancel,
Info close and modify the pregnancy from the Update Pregnancy
drop- down box.
Contact Info tab: Displays the patient’s address, emergency
contact, and primary physician information.
Ambulatory The Ambulatory Flowsheet section displays data (i.e. –
Flowsheet Weeks Gestation, Fundal Height) that is specific to the
Ambulatory clinic’s workflow.
Inpatient The physician customizes date points the physician wants to
Flowsheet see. The Inpatient Flowsheet link launches to the Task View
section on the I/O / I-Flowsheet band.
Results An interactive timeline that displays data by trimester. Color
Timeline bars display when there is activity related to patient Visits,
Labs, and Ultrasounds. Results Timeline is hyperlinked to
Results Review.
EDD Displays the initial and final EDD/EGA. Also allows the user
Maintenance to add an EDD/EGA by LMP from here.
Fetal Launches to historical strips.
Monitoring
Genetic Displays the patient’s genetic history. This information is
Screening collected from the mother’s family history. The link launches
history controls.
Home Displays home medications that have been documented on the
Medications patient. The Home Medications link launches to the
Medication List band to document new or update current
home medications.
Medications Displays scheduled, continuous and PRN medications that
have been ordered for the patient. It also displays
administered, suspended, and discontinued medications. The
Medications link launches to the MAR band.

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Pregnancy Summary, Continued

Navigate the Continued from previous page…

Pregnancy
Summary Documents Displays any type of note outside of OB notes (i.e. - nursing
Section notes, progress notes, physician notes, etc). Click on the
(continued) Date/Time hyperlink next to a note to display the note. The
Documents link launches to the Clinical Notes band.
Birth Plan Displays birth plan information documented on the Birth
Request PowerForm. The Add button launches the Birth
Request PowerForm.
Pregnancy Displays previous pregnancy information. The Pregnancy
History History link launches to the Pregnancy tab on the Histories
band.
Problems Displays problems documented on the patient. The Problems
link launches to the Problems and Diagnosis band.
Past Medical Displays past medical history documented on the patient. The
History Past Medical History link launches to the Histories band.
Click the Past Medical tab to access and/or enter past medical
information.
Procedure Displays the procedure history documented on the patient. The
History Procedure History link launches to the Histories band. Click
the Procedure tab to access and/or enter information.
Social History Displays the social history (i.e. – alcohol, substance, and
tobacco usage) documented on the patient. The Social History
link launches to the Histories band. Click the Social History
tab to access and/or enter information.
Diagnostics Displays any diagnostic test or procedures results performed
on the patient. The Diagnostic link launches to the Result
Review band. Click the Diagnostics tab to view additional
information.
Labs Displays lab results performed on the patient. The Lab link
launches to the Result Review band to view additional
information. Click the Lab Result tab, if necessary, to view
additional information.
Microbiology Displays microbiology results performed on the patient. The
Microbiology link launches to the Result Review band to
view additional information.
Pathology Displays pathology results performed on the patient. The
Pathology link launches to the Result Review band to view
additional information. Click the Pathology tab to view
additional information.

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Significant Events

Complete a Step Action

Significant
Events Form 1. Click the AdHoc button in the PowerChart toolbar.

2. Select the checkbox for Significant Events and then.

3. Click the Chart button.

4. Fill out any necessary fields and.

5. Click the Sign (green checkmark).

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Charge Forms

Access a These instructions are for a Hospital facility Charge Form and not all clinics will
Charge Form utilize Cerner to input charges.

Step Action
1. Click the Ad Hoc toolbar button.
A screen displays asking for Charge Details.
2. Click the Ambulatory folder.
Available Charge Forms display.
3. Click the check box for the correct charge form.

Note: If a problem or diagnosis is entered for the current encounter,

charted information will automatically populate.

4. Click OK.
Note: Rev Cycle will provide detailed training on entering charges.

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Use the Tracking Shell

Access the The Tracking Shell provides a high-level overview of current patients. The view on
Tracking Shell the Tracking Shell will be dependent on the location of the Cerner user, whether
they are using an IU or IUH computer.

Step Action
1. Click the Tracking Shell button on the View toolbar.
The Tracking Shell displays. The view is location specific and will
not include all the locations displayed here.

Use the Filter to It is possible to select just one (1) unit and to add a second unit.
View One or
Two Units Step Action
1. Click the Filter drop-down arrow.
2. Select the unit to view.
The view is changed to reflect the new location.
Note: The number of patients and the average LOS (Length of Stay)
is displayed next to the Filter drop-down window.
3. Click the Filter drop-down arrow at second time.
4. Select the second unit.
The patients on the second unit are added to the list and display at the
bottom of the window.

View All Step Action

Patients
1. Click the Filter drop-down arrow.
2. Select the All Patients option.
All patients are now displayed.

Continued on next page

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Use the Tracking Shell, Continued

Sort by Column The Tracking Shell can be sorted by any column header displayed.

Step Action
1. Click any header in the Tracking Shell window.
The Tracking Shell is sorted by that column.
2. Click a second header in the Tracking Shell window.
The Tracking Shell is now sorted by that second column.

Hovering The information that displays will vary based on the column and icon being hovered
Capabilities over with the mouse pointer.
For example, some event icons will display the:
 Event name
 Status
 When it was requested
 Who initiated the action
Other columns, such as Lab and Rad columns will display the:
 Orders associated with that column and the
 Departmental status of the orders

Step Action
1. Hover over an LOS entry.
A pop-up displays the Arrival date and time.

Continued on next page

01-13-17 Version 2 Page 99

Use the Tracking Shell, Continued

Check-in as a Upon logging in for the first time at each shift, you will be asked to check-in as a provider.
Provider
Note: In PROD you will only need to add your display name and choose your color
selection once. The system will default to your choices in future logins.

Step Action
1. Click the Yes button on the Available Provider Check-In
confirmation box.
Provider Check-in dialogue box displays.
2. For Display Name, delete the initials and type your own initials.
3. In the Provider Role drop-down, select Nurse.
4. In the Default Relationship drop-down, select Registered Nurse.
5. Click the checkbox for Associated Provider Color.
Color window displays.
6. Select any color.
7. Click the OK button.
Provider check-in window re-displays.
8. Click the OK button.
Tracking List displays to the appropriate tab.

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ED Patient Summary

Overview This is a view only page that pulls patient information from:
 Registration.
 Quick Triage Form.
 Past Medical History.
 ED Special Charting Form.

01-13-17 Version 2 Page 101

Clinical Research Identification and Information

Clinical If a patient is enrolled in a Clinical Research study, a notification will appear on the
Research Patient Demographics Bar, on the bottom, right side, as shown below.
Section

Step Action
1 Access the Clinical Research page, using one of the following two
methods:
Option A: Click the Clinical Rearch On Study link on the Patient
Demographics Bar (above).
Option B: Click the Clinical Research band on PowerChart’s
navigator menu (below).
The Clinical Research page and the “Clinical Trial/Study Enrollment
History for Patient” pane displays.

Right-click on the protocol name.

A context menu displays.
3 Click the View Document command.
4 Close the document when finished.

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Document Change Control

This page provides information regarding each update made to this guide. Contact the most recent
author with any questions, comments, or corrections.
Update Date Author(s) Design Team Comments
1.0.0 11-24-2015 Christie Prosser Ronica Pate Created for Research. Material originated
from Ambulatory Clinical Support Guide

1.0.1 05-25-16 Jon Barber Beverly Hagler Inserted How to Proxy and Use Patient
Lists, pages 53-55.

1.1.0 08-17-16 Jon Barber Beverly Hagler Changes submitted by Susan Straka and
Deb Broach

1.1.1 08-26-16 Beverly Hagler, Jon Barber Changes agreed upon by Rita Kenney,
Rita Kenney, Cheryl Yacone and Jon Barber in an effort
Christie Prosser, to address the needs of researchers and
Cheryl Yacone, maintain the guide as a generic PowerChart
Jon Barber guide.

1.1.2 08-31-16 Cheryl Yacone, Jon Barber Provided additional changes based on Rita
Jon Barber Kenney’s input.

1.1.3 10-07-16 Deb Broach, Jon Barber Final edits from MFA, IU Health network
Susan Straka, connection meeting and other updates.
Jon Barber

1.1.4 12-06-16 Panel for network Jon Barber Modified Connect to the IU Health
connections Network section.

2 01-31-17 Deb Broach, Jon Barber Final approval for distribution

Susan Straka
Rita Kenney

12-06-16 Version 2 Page 103