2 CAC 2014 EHR Post Checklist FINAL 9.26.14
Contents
1. a TE E TIU See Recorded Sessions for more details Update V POV and V POV Multiline objects with V Prob w o dates object in templates VA Health Summary Components BHS See Recorded Sessions for more details Rebuild Ad Hoc List Comments Comments Complete Or oO Or oO Health Summaries amp Health Summary Buttons See Recorded Sessions for more details Comments Build Health Summaries and modify health summary buttons as needed Button Electronic Health Record EHR Setup Guide Section 15 1 Comments Set BGO Default Web Search Site System or Division CCDA Electronic Health Record EHR Setup Guide Section 6 3 6 5 6 6 Comments Configure CCDA Generator BEHOCCD URL under XPAR Parameters O Setting the Server IP Address and Port for CCDA VistA Broker Emi Create a user to enable storage to VistA Imaging for CCDA Emi Task to setup configure SOON after Upgrade Comments Clinical Reminders See Clinical Reminders PXRM User Manual amp Recorded Reminder Sessions Update reminders with the v2 0 set Prioritize w reminders you need to attest for MU2 Review new functionality reminders you wanted to build may now be possible TIU See TIU 01000 Notes pdf amp TIU 0100 10110 pdf Clean up and map note titles over time users will not notice changes Incorporate new TIU Objects into templates EHR Design mode See Recorded Sessions Add direct tab HIE Viewer Tab Configure RxNorm for Drugs Elect2. Post Upgrade Checklist Site Date Started Area Date Completed Item Task to Configure IMMEDIATELY after 2014 Upgrade EHR GUI Template s Import Assign 2014 EHR GUI Template to end users EHR SNOMED Search Electronic Health Record EHR Setup Guide Section 13 0 Verify that all ACTIVE users have the Secondary Menu BSTSRPC amp BMXRPC Comments Comments SNOMED CPT PickList Electronic Health Record EHR Setup Guide Section 11 1 11 2 amp recorded sessions BGO Picklist Update O Import customized SNOMED picklist created on area training DB before upgrade O Remove unnecessary National SNOMED picklist O Complete o Complete o Complete Comments Modify National SNOMED picklist if needed U Import CPT superbills w o POV associations created on area training DB before upgrade Consults Electronic Health Record EHR Setup Guide Section 8 1 8 2 8 3 Pan parameter pr Conan oars Ld XPAR Parameter for Consult Orders Da V E E Complete Comments Define Consult Type SCT SNOMED Consult Type for Consult Specialty Service Emi Comments Complete Clinical Reminders See Clinical Reminders PXRM User Manual amp Recorded Reminder Sessions Remove and Inactivate Mammogram Reminder O Install 3 new Mammo reminders O Install all Immunization reminders from exchange you do not have to add to Coversheet Check existing reminders to ensure nothing is significantly change in formatting O E Eaa a E EEE eT
3. ronic Health Record EHR Setup Guide Section 12 1 Setup APSP RXNORM NDC LOOKUP XPAR Parameter Comments Comments Comments Sites with inhouse Local default lt OR gt sites without pharmacy Product Complete CCDA Direct Email Server Electronic Health Record EHR Setup Guide Section 6 1 Comments Will configure at direct email onboarding ah S CIR Electronic Health Record EHR Setup Guide Section 7 0 Comments Configure BEHOCIR SOURCES XPAR Parameter Image Viewer Electronic Health Record EHR Setup Guide Section 16 1 Insert Object into EHR GUI Comments Optional Configuration Education Component Electronic Health Record EHR Setup Guide Section 9 0 Comments Configure BGO PROBLEM EDUCATION XPAR Parameter oO Oe Om Immunizations Component Electronic Health Record EHR Setup Guide Section 10 1 Comments Setting up Local Eligibility Codes for Immunizations oO Complete Or oO Complete Oe PickList Electronic Health Record EHR Setup Guide Section 11 3 Comments Assigning TIU Templates in IPL SNOMED CPT PickList Electronic Health Record EHR Setup Guide Section 11 2 Comments BGO Default Picklist Lookup XPAR Parameter TIU Electronic Health Record EHR Setup Guide Section 11 3 Build templates for care planning features Comments
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