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Provider Clinical Review and In Basket
Activity description
When health care providers have access to complete and accurate information, patients receive better medical care. Providers who have important health information about the patients they serve can look more meaningfully at the needs of patients. This lesson will explore the importance of accurate and efficient documentation. Reviewing the most relevant information right from the In Basket message—instead of diving into the patient’s chart to analyze a message, act on a message, and address common messages—can save time and increase productivity, efficiency, and personal satisfaction. This lesson will identify efficient workflows in Epic to quickly access and analyze significant information.
PLEASE NOTE: These materials are intended ONLY for those who attended the live Epic Thrive Program session: Provider Clinical Review and In Basket.
Provided by
This activity is provided by Optum Health Education and Optum.
Commercial support
No commercial support was received for this activity.
Required hardware/software
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Target Audience
This activity is designed to meet the educational needs of nurse practitioners, PAs and physicians who are interested in learning about the electronic health records system Epic.
Learning Objectives
At the end of this activity, participants should be able to:
- Discuss how to use a schedule for reviewing the pertinent information about your patient and the pre-charting process.
- Identify tools that can be used to increase productivity, efficiency, and personal satisfaction.
- Discuss how to quickly access and review an In Basket message.
- Explain how to use the QuickActions menu to help you accomplish common tasks quickly.
- Identify efficient workflows in Epic to quickly access and analyze significant information.
Presenters
Sayeda Khan
Senior Instructional Designer
ProHEALTH Care, Part of Optum Care
Ashley Morgan
Trainer
Oregon Medical Group
Lori Navarre, NCMA
Trainer
Oregon Medical Group
Makenzie (Malia) Satison, NCMA
Trainer
Oregon Medical Group
Jayquel M. Williams
Senior Instructional Designer
ProHEALTH Care, Part of Optum Care
Presenters (Not Pictured)
Shaytana Bradford
Instructional Designer
Training Design & Development
Optum Tri-State
Lora Henderson, CMA (AAMA)
Trainer
Oregon Medical Group
Alena Huezo
Operational Trainer
Optum
Kelly Naylor
Supervisor
Training Design and Development
Optum Tri-State
Mark Rees
Clinical Training Specialist
Paramedic-Optum Victual Care
Activity planners
Rebecca Gleason, RN, CCM
Activity Manager
Optum Health Education
Toby Riddle, MSN
Training Lead
Epic Center of Excellence
Optum
Disclosures of relevant financial relationships
In accordance with the Accreditation Council for Continuing Medical Education's (ACCME) Standards for Integrity and Independence in Accredited Continuing Education, Optum Health Education (OHE) requires all those in control of educational content to disclose their financial relationships with ineligible companies within the prior 24 months. Ineligible companies are defined by the ACCME as companies whose primary business is producing, marketing, selling, re-selling, or distributing health care products used by or on patients. Individuals must disclose all financial relationships, regardless of the amount, with ineligible companies and regardless of their view of the relevance of the relationship to the education. OHE ensures that the content is independent of commercial bias.
The activity faculty and planners have no financial relationships to disclose.
Accreditation statement
In support of improving patient care, this activity has been planned and implemented by Optum Health Education and Optum. Optum Health Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE) and the American Nurses Credentialing Center (ANCC), to provide continuing education for the health care team.
Credit designation statements
Nurse practitioners
The American Academy of Nurse Practitioners Certification Program (AANPCP) accepts credit from organizations accredited by the ACCME and ANCC.
Physicians
Optum Health Education designates this live activity for a maximum of 1.50 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
PAs
The American Academy of Physician Assistants (AAPA) accepts credit from organizations accredited by the ACCME.
Attendance
A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been preapproved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization from which they wish to obtain credit.
Available Credit
- 1.50 AMA - Physicians
- 1.50 Attendance - General Attendance
These materials are intended ONLY for those who attended the live Epic Thrive Program session: Provider Clinical Review and In Basket.
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