Tippy - Using QuickActions to Manage In Basket Tasks

Tippies can be quickly adopted with immediate workflow benefits...

• Using QuickActions to Manage In Basket Tasks

In Basket QuickActions are a form of personalization that allow users to complete a complex task in a couple clicks. Prescribers may be familiar with the “Not My Result” QuickAction, but the QuickAction tool can also be used to create shortcuts for other frequently performed In Basket actions. Click the below links for more information on each (an Epic UserWeb account will be needed to access the demos):

• Manage misdirected In Basket results:
• Support: How to Manage Misdirected In Basket Results Using the "Not My Result" QuickAction
• Write and route a result note: 
• weLearning Demo: QuickActions - Result Notes  
• Send a routine staff message: 
• weLearning Demo: QuickActions - Sending Staff Messages 
• Forward a message to a pool or medical office assistant:
• weLearning Demo: QuickActions - Replies 

For more information, see the step-by-step guide. And, for additional tips and tricks to make In Basket work better for you, self-register for an In Basket optimization class here.

• Guide: In Basket Best Practices - QuickActions

Tippy - Personalize Chart Activity Tabs

Tippies can be quickly adopted with immediate workflow benefits...

• Set Favourite Chart Activity Tabs

Prescribers are presented with a set of "activity tabs" when charts are opened to inpatient, outpatient and other clinical contexts. The displayed tabs reflect default activities configured for a particular logon department, as well as any “favourite” activities selected through personalization. Additional available activities appear in a "More Activities" drop-down menu appearing to the right of the displayed tabs.

Items in the More Activities list can be "pinned" to show among the main activity tabs whenever a chart is opened. The horizontal order of tabs can be adjusted through drag-and-drop actions. And any main activity tab can be moved back to the More Activities list by using a drop menu available within the tab title area.

Iteratively personalizing chart activity tabs can keep most used functions readily available.

• Tip: Workspace Personalization

Tippy - Personalize Start-up Workspace

Tippies can be quickly adopted with immediate workflow benefits...

• Set a Favourite Start-up Workspace

Prescribers may work in one context (e.g., inpatient, outpatient, office) for days or even weeks at a time. It can help to have Connect Care open to the most useful workspace at every login.

This is done by selecting the star at the right of the title bar for the selected Workspace tab:

The workspaces available for default vary by specialty, but the personalization method is the same. The favourite can be changed at any time, even more than once in a day.

• Tip: Hyperspace Personalization
• Demo: Hyperspace Personalization

Tippy - Personalized Toolbar

Tippies can be quickly adopted with immediate workflow benefits...

• Personalized Toolbar

The main toolbar holds horizontally arranged buttons at the top of Hyperspace. These can be personalized to reflect what is most commonly needed. The buttons and order can be changed. Users should select commonly accessed activities not otherwise easy to launch from tabs. Occasionally accessed activities are better opened from the Search tool.

Click on the rightmost wrench symbol in the top toolbar. This will open a personalization activity. Drag and drop buttons to select and arrange to one's liking.

Clear any but the most useful buttons and consider adding: Patient Lookup, My Reports, Sign My Visits, Resource Links, Media Manager.

• Tip: Hyperspace Personalization
• Demo: Hyperspace Personalization

Personalization - Take Care when Following others' Personalizations

Connect Care users can "stand on the shoulders of giants" by taking advantage of helpful personalizations (e.g., saved order sets, preference lists) created by other users. In this way, a group of clinicians can designate a member to coordinate personalizations for the group, with others following and/or adopting the designate's work.

• Tip: Sharing Preference Lists
• Manual: Personalization Tips

Take care! The followed user may have placed provider-specific information within a personalization (e.g., follow-up instructions including a specific prescriber name). 

To ensure that a followed personalization is appropriately "personal":

• If the source personalization (e.g., order set) has individualized content (e.g., prescriber name or admission order), copy and adapt the personalization rather than simply "favouriting" it.
• When using a personalization, always review it during use to ensure that specifics (e.g., admitting service, attending provider) make sense and, if not, make appropriate edits before signing.

Tippy - SmartStuff Butler

Tippies can be quickly adopted with immediate workflow benefits...

• SmartStuff Butler

Connect Care users know that a lot can be achieved with "SmartStuff" when documenting. But there are so many SmartPhrases, SmartLinks, SmartLists, etc. to choose from... let alone remember. One's own SmartStuff collection can build to a very long list.

Enter the "Butler". This tool is readily available as a button above most text editing areas (if not, look for "List my phrases" in the Note menu, or enter ".my" in the text edit area):

Let's say one wants to enter a SmartLink for the patient's admitting diagnosis (automatically pulling in the diagnosis). Click on the Butler:

Make sure that "System SmartPhrases" and "Smart Links" are selected at the right. Enter enough text in the search box to get a match (you may have to experiment with different ways of finding the item you seek, such as "admi", "diagnosis", "admi dx"). You can also select the "Full Text" checkbox to the right of the search box so that both the abbreviation and user-friendly labels are searched. You can then select the SmartLink of interest and have it inserted in your text.