Amalga UIS User Guide. Table of Contents Logging On/Off Amalga Slide 3 The Toolbar Slide 4 View Manager/Cohorts/Time Range Slides 5 -10 Data Slide 11.

Slide 1Amalga UIS User Guide Slide 2Table of Contents Logging On/Off Amalga Slide 3 The Toolbar Slide 4 View Manager/Cohorts/Time Range Slides 5 -10 Data Slide 11 Getting Patient Info Slide 12 Forms Slides 13&14Forms Slides 13&14 Patient Banner Slide 15 Alerts Slide 16 Allergies Slide 17 Care Providers Slide 18 Census History Slide 19 Demographics/Insurance Slide 20 Emergency Department Orders Slide 21 Labs/Micro Slides 22-24 MAR Slide 25 Orders Slide 26 Pathology Reports Slide 27 Radiology Reports Slide 28 Transcription Slide 29 I & O Slides 30-31 Vital Signs Slides 32-33 Slide 3Log into Amalga: 1.Logon to the workstation using your User ID and Password; Do not use [Guest Login] 2.Click [Amalga] on the LaunchPad 3.Your user ID and password will already be pre-populated; You may or may not have to click Login on the Amalga UIS pre- populated screen. No password is required. Log out of Amalga: Home Window Grid: The Amalga home window grid is displayed each time you log in to Amalga. The home window grid is populated with patient visit information. From the home window, you can access all Amalga functions. Log in/Log out Return to Table of Contents 1.Log off by clicking the Red Door Slide 4The Toolbar Return to Table of Contents Slide 5Introduction to User Views (selecting patients to view on a regular basis): Using the View Manager to Apply and Clone a View This Quick Start Guide shows you how to use the View Manager to create and edit a routine view you can apply whenever you open Amalga and how you can quickly switch to a view you have saved in your View Manager. A view is the set of fields chosen to view, filters applied to the data, how the rows are sorted, and even color and font choices for the patient grid in that view. View Manager The View Manager button displays the name of the view selected (in this example, NICS User View). To open the View Manager Window and Apply a different view: 1.Click the View Manager button in the home window. You can see the current view (NICS User View) is highlighted in the View Manager 2.Click a different view you want to apply 3.Click Apply. 4.The patient grid now displays the columns and settings defined for the selected view and the label on the View Manager button changes to the name of the applied view. NOTE: If you wish to see this user view each time you open Amalga, click the check box by Apply the selected view when I run this Amalga application. You may want to clone a view so you copy it into your personal folder in the View Manager where only you can make changes and save the view just the way you want. To Clone a view 1. Open the View Manager as above. 5. Click on the view you want to clone. 6. Click Clone. The Edit Window opens 7.Change the name or make edits* to your view. 8.Be sure to save it in the folder with your Novant User ID. 9.Click OK to save and return to the View Manager *Continue to next slides for more on editing a view. Return to Table of Contents Slide 6Introduction to Cohorts & Time Range (Data Scope) (selecting patients to view by time range and physician, physician group, or nursing unit) This Quick Start Guide will walk you through Time Range (Data Scope) and Cohort Filtering. A cohort filter finds patients who belong to a cohort (pre-defined or re-defined group) or at any time during the range of dates specified in the toolbar. Note: Time Range and Cohorts may be pre-configured for your Amalga Home Window Grid, and you may create your own cohorts or groupings. The following are examples of possible cohorts: All patients who belong to a particular physician All patients assigned to a particular physician group All patients admitted to a particular hospital unit. Time Range (also called Datascope) For example, lets say the current time range is a range of dates, 1/1/08 – 1/3/08, and the cohort is hospital unit 5N. When the cohort filter is applied, the home window will contain data rows (each row is a patient visit) for all patients whose admit date to unit 5N was on or before 1/3/08, and whose discharge date from 5N was between 1/1/08 and 1/3/08 or is blank. You may change the time range by clicking the drop-down menu and selecting a new time range. Cohort filter on the Home Window Grid 1.On the Amalga Toolbar, click the All Rows button to show the Cohort dialog box. Now in the Cohort dialog box, add an available cohort to your currently selected cohort filter: 2.Select a tab with cohorts by which you wish to filter. 3.Click on a cohort (or multiple cohorts) in the Available box. 4.Click Add. Selected Items will appear in theSelected box. 5. Click OK. The Home Window Grid reloads with patient visit rows filtered by both the cohort you just constructed and the range of dates you previously selected. 6. If you want to make this a permanent part of your cloned view in your personal folder which was applied before choosing the cohort, go into the View Manager, and click Save Settings. Cohorts and Time Range Return to Table of Contents Note: The Room/Bed filter is routinely applied and will override the Time Range (Data Scope) selection. Slide 7Editing Views: Selecting Columns to View This Quick Start Guide shows you how to use the Edit View window to chose what fields (columns) you want in the view, what filters to apply to the data, how the rows are sorted, and even color and font choices for the patient grid in that view. We also show how to select your default user view to be applied each time you open Amalga. View Manager To Edit a view from your personal folder: 1.Click the View Manager button in the home window opening the View Manager window. 2.Click the view from your personal folder at the top you would like to edit. Note: If the view you want to edit is in another folder, you will need to Clone the view first into your personal folder. (See directions on Cloning a View on the previous page.) 3.Click Edit which opens the Edit View window. Note, by default, the Edit window opens to the tab for Fields which represent the patient grid columns available to you and selected for the view. { 4. To add another column into the view click the field in the Available box you want to add and click Add Field. You will see the chosen field populate at the bottom of the Selected box. Similarly, you can click a field in the Selected box and click Remove Field to remove that column from your view. 5. The position of your columns left to right corresponds to the list of selected fields top to bottom. To move a column (field) to the left on your grid so it is easier to view without scrolling right, click the field in the Selected box to highlight it, then click the upwards arrow which moves the field up in the list or left on the grid. Similarly, you can use the downwards arrow to move a column to the right. You will see your changes to the grid when you return to that screen. 6.When finished, click OK. Return to Table of Contents Slide 8Editing Views: Creating Filters for a Specific View This Quick Start Guide shows you how to use the Edit View window to chose what filters to apply to the data. This same process applies when you use the Filter button on the Amalga home page toolbar. To apply or change Filters for a view in your personal folder: 1.Click the View Manager button in the home window opening the View Manager window. 2.Click Edit which opens the Edit View window. By default, the Edit window opens to the tab for Fields. 3.Click the Filter tab. In the columns box, you can see all the filters available. Note: You can filter on any of the columns in the base view--they do not have to be part of the current view. In this example, we will narrow our view to show only those patients in a bed at a one hospital. This view is already filtered, as you can see, to include patients currently in a bed. Note: The Room/Bed filter is routinely applied and will override the Time Range (Data Scope) selection. 4.Scroll down the Columns list and click on the field with which you would like to filter, in this case Institution. 5.Click Add Filter and the Filter Editor window appears. 6.In the Values box, type tmc which will narrow our patient list to patients at Thomasville Medical Center. Note: there are many options available in the Filter Editor which will be explained in more detail on the next page. In this example the Clause is 1, meaning it will partner with the other Clause 1 filter listed, and the operator is set to EQUALS TO which is appropriate for our chosen filter. 7.Click OK on the Filter Editor. 8.Click OK on the Edit View window. 9.Click Apply on the View Manager window. As you can see, the NICS User View is now filtering out all but TMC patients in a bed. tmc { Return to Table of Contents View Manager Slide 9More about using Operators: If we are filtering on numerical fields, we can use the following operators: Less than Greater than Between Equal to etc. For filtering on textual columns, we can filter on the following operators: Contains Begins With Ends With Is Blank Equals to Not Equal to etc. Editing Views: More on Creating Filters for a Specific View This Quick Start Guide shows you how to use the Edit View window to chose what filters to apply to the data. This same process applies when you use the Filter button on the Amalga home page toolbar. More About Using Clause Numbers: You can use the Filter Editor Clause Numbers to construct combinations of filters. For Example, to generate a filter for (SEX = M and Age = 50), or SEX = F, assign both the Sex =M and Age = 50 clauses a filter number of 1 and assign the SEX =F clause a filter number of 2. Simply use the clause number or highlight and replace the clause number in the Clause Number box. Any clauses with the same filter number are combined with an AND operator; and any clauses with a different clause number are combined with an OR operator. Using the combination above, you are filtering for Males aged 50 OR Females; therefore, you would see all the females but only 50 year old males in this user view. Return to Table of Contents View Manager Slide 10Editing Views: Sort Order This Quick Start Guide shows you how to use the Edit View window to chose how the rows are sorted for the patient grid in that view. Return to Table of Contents 1. To sort rows (patient visits) on the patient grid a certain way top to bottom, click on the Sort tab, click the field(s) by which you want the patient visits ordered, and after each selection from the Available box, click Add Field as above. Just as you moved columns left to right, you can move a chosen fields priority in the sorting up or down by using the arrows pointed out in 5 above. 2. Sorting can be ascending or descending. To specify, click a field in the Selected box, then click Sort Order to change the order by the field name (ASC) to (DESC) or vice versa. 3. When finished, click OK. View Manager Return to Table of Contents 1. To select the colors and fonts to apply to your view, click on the Color and Font tab on the Edit View window. 2.Click on the drop down buttons or scroll bars and click on your choices. You can change the Background color (shown) Header row font and height Data Row font and height 3. Your changes display in the Preview area. 4. When you are satisfied with your changes, click OK to save and exit the Edit View window. Editing Views: Color and Font This Quick Start Guide shows you how to use the Edit View window to chose color and font choices for the patient grid in that view. Slide 11The home window grid is organized as a set of rows and columns. 1.The header row, always at the top of the data area, contains the column display names. Click a column display name to sort all data rows based on the values for that column. Click again to toggle between ascending and descending order. Drag a column display name to the left or right to change the placement of that column. Drag the vertical edge of the column display name to the left or right to contract or widen the column. Right-click a column display name to use either of two pop-up menu options: Stats and Copy Distinct Values to Clipboard. If you wish to keep these changes, click on the View Manager and click on save settings 2. The dates/times that display under the Last Labs, Micro, X-ray, etc. columns reflect the date/time Amalga received the last result or UPDATE (not the last performed/collect time) Data Return to Table of Contents Slide 121.Highlight a patient data row and double-click, or click the [INFO] button to view more detailed information. 2. Click a Module Name from the Module List on the left to view the following detailed information: Clinical Results Data – Emergency Dept Reports, Labs & Microbiology, MAR (Medication Administration Record), Pathology, Radiology Reports - including a link to the McKesson Image Viewer, and Transcriptions. Admissions, Discharges, Transfers and Clinical Data – Alerts, Allergies, Care Providers, Census History, Orders and the Patient Banner containing Patient Identifiers Demographics & Insurance Information – Demographics and Insurance The Module list is always visible on the left side of the screen. To view more detailed information about a patient: Getting Patient Info Return to Table of Contents Slide 13Highlight a patient from the Amalga Home Window Grid and click the Forms button to display a list of customized, pre-populated forms available for viewing and printing. The Progress Note is pre-populated with: The patient label The current date and time Hospital Day A predefined set of lab results as of midnight. Patient Weight if charted/updated in Invision after midnight. From the Forms Viewer: 1.Click Novant Forms – the list of available forms populates in the right window. 2.Click the Form name you would like to view/print. 3.Click the [PRINT] button to print the form without viewing first. 4.Click the [VIEW] button to view the form in the Amalga Forms Viewer Window. Forms Printing the form in real-time after assuring that the most current labs have been posted is the safest practice so that the most current lab results are printed Return to Table of Contents Slide 14Along the top of the Form viewer window are a set of icons that you can click on. From left-to-right: 1.Click the icon on the far left to view the first page of a multi-page form. 2.Click on the next item to the right to view the previous page of a multi- page form. 3.To the right of the two left-most clickable icons is a read-only page counter that uses the familiar page n of m format. 4.Click on the icon immediately to the right of the page counter to view the next page of a multi-page form. 5.Click on the next icon to the right to view the last page of a multi-page form. 6.Click the magnifying glass icon once to zoom in, for better readability, and then click again to zoom back out. 7.Click down arrow next to the magnifying glass icon to use the zoom options in a drop-down list: Whole page, Page width, two pages, Thumbnail, 150%, 100%, 75%, 50%, or 25%. 8.Click the printer icon to print the form you are viewing. Forms This form will contain the most recent labs that have been collected since midnight. The form will be printed with the date and time of printing. You may scratch through/change the time if needed. Be sure to initial any changes. Return to Table of Contents Slide 15The Patient Banner Contains the following: Patient Name DOB Sex Admit Date Facility Unit/Room/Bed BMI CI# PT# MRN Code Status Isolation Allergy Information Attending MD Click the Allergies: label in the Patient Banner to be redirected to the Allergies Module to view the list of documented allergies for the patient. The Allergy section of the Patient Banner will display one of the options listed below: NKA - The patient's allergies have been documented as NKA (No Known Allergies) in Net Access and the Allergies have been reconciled. Allergies Exist – There are documented allergies in Net Access and the allergies have been reconciled for the patient. Not Documented – Allergy information has not been documented in Net Access for the patient. Patient Banner Return to Table of Contents Slide 16Select the Alerts Module to display the following patient Alerts: Code Status, Isolation, Risk Factors/Privacy, Quality Measures, and Patient Indicators/Care Teams. The Alerts Module is the default module displayed. 1.[Active Alerts] Tab – contains active alerts for this visit. 2.[Inactive Alerts] Tab – contains inactive alerts for this visit. 3.[All Visits] Tab – contains active and inactive alerts for this visit and historical visits. Alerts Return to Table of Contents Slide 17Select the Allergies Module from the Module List to view the list of documented allergies for this visit and historical visits. 1.[Active Corporate Allergies] Tab – contains the documented active allergies from all facilities. 2.[Inactive Corporate Allergies] Tab – contains the inactive and deleted allergies from all facilities. 3.[Audit Log-All Facilities] Tab – contains active, inactive and deleted allergies for this visit and historical visits from all facilities listed. See [Display Details] tab for included facilities. 4.Click a column Heading to SORT all the data into ascending or descending order for values in that columns cells. 5.Click the [Reset Sort Order] Button to return the data rows to the original sort order. Allergies Return to Table of Contents Slide 18Select the Care Provider Module to display the patients Care Provider information. 1.[Active Care Provider] Tab – contains the active care providers or this visit. 2.[Inactive Care Providers] Tab – contains the inactive care providers for this visit. 3.[All Visits] Tab – contains the active and inactive care providers for this visit and historical visits. 4.Click a column Heading to SORT all the data into ascending or descending order for values in that columns cells. 5.Click the [Reset Sort Order] Button to return the data rows to the original sort order. Care Providers All information comes directly from Net Access. Return to Table of Contents Slide 19The Census History Module displays census history and patient status information. 1.[Census History] Tab – displays the census history and patient status for this visit. 2.[All Visits] Tab – displays the census history and patient status information for this visit and historical visits. 3.Click a column Heading to SORT all the data into ascending or descending order for values in that columns cells. 4.Click the [Reset Sort Order] Button to return the data rows to the original sort order. Census History Return to Table of Contents Slide 20Select the Demographics Module to view Demographics and Case Data information for the patient for this visit. Note the additional tabs for more detailed information on: Employer Guarantor Contacts Case Data Other Select the Insurance Module to view insurance information for the patient for this visit. Note the tabs for more detailed information on additional insurance. } Demographics/ Insurance Keep in mind when accessing contact numbers, you must refer to the patient chart to verify that individuals are listed on the PHI sharing document. Return to Table of Contents Slide 211.The [Physician Notes] Tab contains the Physician ED notes for this visit and historical visits. 2.The [Nurses Notes] Tab contains the Nurses ED Notes for this visit and historical visits. 3.The [All] Tab – returns all reports for the selected Date. 4.Select reports by date. 5.All Visits – Select to return Reports Results for all the patient visits in Amalga 6.The Selected Visit – Select to return Reports Results only for the visit you selected from the home window. Keyword Text Search: 7.To find an individual word or phrase within a single report, a report category or across all visits: Type the word or phrase into the Search… text box. 8.Click the right search arrow to search all text from the cursor position to the end of the view area or click the left search arrow to search all text from the cursor position to the beginning of the view area. 9.Click the down arrow to open a drop- down list box that you can use to qualify your search by clicking the options Match whole word only or Match case. 10.Click the + Magnifying Glass icon to Zoom In. Click the – Magnifying Glass icon to Zoom Out. Emergency Department Reports Return to Table of Contents Slide 22From the Info Window on a particular patient, select the Labs Module to view General Lab Results. Scroll down and up and side to side to view more results. During a Net Access downtime, as long as the Lab system is not down as well, lab results will still be available in Amalga. 1.Select the [Hematology] Tab to view Hematology Results. Select [Chemistry] Tab (etc.) to view other category results. Results are displayed as they currently are in Net Access. 2.Detailed Lab Report: Click a Lab Result Cell to display the Detailed Lab Report window. 3.View Results From: View all visits or select the date or time ranges from the drop-down box. Results Legend: Labs Return to Table of Contents Slide 23Hover Box: Place the mouse pointer over a result cell (do not click) to display result and order information. Trend Button: 1.Select the Check box beside the lab you want to trend. 2.Click the [Trend] Button to trend results over time. Graph Button: 1.Select the Check box beside the lab you want to graph. 2.Click the [Graph] button to graph results over time. All labs checked will be plotted on the same graph. You may uncheck the lab to remove that lab from the graph. Labs Return to Table of Contents Slide 241. Select the MICROBIOLOGY Tab in the Labs Module to view Microbiology Results. 2. Hover Box: Place the mouse pointer over a result cell (do not click) to display result and order information. 3. Detailed Lab Report: Click a Lab Result Cell or select the check box to display the Detailed Lab Report window. 4. Important: Ellipses (…) indicate there is more information to see. There may be multiple micro results found in one culture result Microbiology Return to Table of Contents From the Info Window on a particular patient, select the Microbiology Module to view Microbiology Results. Scroll down and up and side to side to view more results. During a Net Access downtime, as long as the Lab system is not down as well, microbiology results will still be available in Amalga. Slide 25To view the Medication Administration Record, select the MAR Module on the patients Info screen. 1.Medication administration information can be customized by the following time intervals: 24 Hour 3 Day 7 Day 10 Day 2.and by the following categories: Alpha (alphabetical listing) Route Scheduled/PRN Therapeutic Categories 1, 2 and 3 3.3 Days, Scheduled/PRN is the default MAR view. 4.Click the Previous and Next Buttons to scroll through the Date Ranges. 5.Text in Black = Scheduled administration time. 6.Text in *GREEN = the charted Medication Administration time. 7.Text in -RED = the charted Medication Not Administered time YELLOW 8.Rows in YELLOW indicate a Discontinued Med. 9.Click the underlined charted time in any cell to view charted detail. 10.Back on the MAR, click the Save Settings Button to save your customized MAR view. 11.Click the medication name to see an expanded few of the medication administration details. MAR Return to Table of Contents Slide 26Important Note: Orders that are discontinued or cancelled will roll to the Inactive Tab immediately. Orders with an End Date/Time populated at order entry will roll to the Inactive Tab 24 hrs after the End Date/Time has passed. 1.The Active Tabs contain the active orders for the order category for the visit. 2.The Inactive Tabs contain the inactive/discontinued orders for the order category, for the visit. 3.Click a column Heading to SORT all the data into ascending or descending order for values in that columns cells. 4.Click the Reset Sort Order Button to return the data rows to the original sort order. The Orders Module contains Active and Inactive Orders for the selected visit. Orders Displayed: Nursing Orders - Code Status and Isolation only. Lab Orders Radiology Orders Pharmacy Orders All (Displays all of the above order types in one Tab) Orders Return to Table of Contents Slide 27The Pathology Module displays the Pathology Results Reports for this visit and historical visits. 1.Pathology Reports are categorized by Report Type. 2.Select reports by date. 3.All Visits – Select to return Reports Results for all the patient visits in Amalga 4.Selected Visit – Select to return Reports Results only for the visit you selected from the home window Keyword Text Search: 5.To find an individual word or phrase within a single report, a report category or across all visits: Type the word or phrase into the Search… text box. 6.Click the right search arrow to search all text from the cursor position to the end of the view area or click the left search arrow to search all text from the cursor position to the beginning of the view area. 7.Click the down arrow to open a drop- down list box that you can use to qualify your search by clicking the options Match whole word only or Match case. 8.Click the + Magnifying Glass icon to Zoom In. Click the – Magnifying Glass icon to Zoom Out. Pathology Return to Table of Contents Slide 28The Radiology Reports Module displays the Radiology Results Reports for this visit and historical visits, including a link to the McKesson Image Viewer. 1.Radiology Reports are categorized by Report Type. 2.Select reports by date. 3.All Visits – Select to return Reports Results for all the patient visits in Amalga. 4.Selected Visit – Select to return Reports Results only for the visit you selected from the home window. 5.Click the link Click here to view this study to open the McKesson Image Viewer. Keyword Text Search: 6.To find an individual word or phrase within a single report, a report category or across all visits: Type the word or phrase into the Search… text box. 7.Click the right search arrow to search all text from the cursor position to the end of the view area or click the left search arrow to search all text from the cursor position to the beginning of the view area. 8.Click the down arrow to open a drop- down list box that you can use to qualify your search by clicking the options Match whole word only or Match case. 9.Click the + Magnifying Glass icon to Zoom In. Click the – Magnifying Glass icon to Zoom Out. Radiology Reports At times the radiology image may be available in Amalga prior to the report. When this occurs, the Last Dt Tm columns on the Grid will not update until the report is available. When this occurs, the header will display the Received Date/Time. Once the report is sent and available, the header will display the Performed Date/Time Return to Table of Contents Slide 29The Transcriptions Module displays Transcription Report Results for this visit and historical visits. 1.Transcription Reports are categorized by Report Type. 2.Select reports by date. 3.All Visits – Select to return Reports Results for all the patient visits in Amalga. 4.Selected Visit – Select to return Reports Results only for the visit you selected from the home window. Keyword Text Search: 5.To find an individual word or phrase within a single report, a report category or across all visits: Type the word or phrase into the Search… text box. 6.Click the right search arrow to search all text from the cursor position to the end of the view area or click the left search arrow to search all text from the cursor position to the beginning of the view area. 7.Click the down arrow to open a drop- down list box that you can use to qualify your search by clicking the options Match whole word only or Match case. 8.Click the + Magnifying Glass icon to Zoom In. Click the – Magnifying Glass icon to Zoom Out. Transcription XCELERA or MUSE reports (i.e. EKG and Cardiovascular Set Tab) are not available at this time. Return to Table of Contents Slide 30Intake / Output Enter the Intake and Output Module: 1.Once in the patient information screen, click onIntake Output in the Clinical Modules list. Navigating the Intake and Output Module: 2.The Hourly Radio Buttons allow you to narrow results for Intake and Output for the last 24, 12, 8, 4, 2, or 1 hour(s). The hour range is based on the date/time in the To box of the date range. You can change the date/time in the To box (see step 5). Note: the default date and time is the time you opened the module. 3. Click the Previous or Next button to scroll through the hour range you have chosen. 5. You may Specify Date Range, along with the exact time, by clicking the calendar icons in the date/time boxes. Single click on the single arrow > or > and Vital Signs Enter the Vital Signs Module: 1.Once in the patient information screen, click on Vital Signs in the Clinical Modules list. Navigating the Vital Signs Module: 2.The default view is results since admission. The Hourly Radio Buttons allow you to narrow results to the last 24, 12, 8, 4, 2, or 1 hour(s) once you Apply Date Range (see Step 6). The hour range is based on the date/time in the To box of the date range. You can change the date / time in the To box (see step 5). 5.You may Specify Date Range, along with the exact time, by clicking the calendar icons in the date/time boxes. Single-click on the single arrow > or > and