VA-GEC REFERRAL CARE RECOMMENDATION (136)    REMINDER DEFINITION (811.9)

• EDIT DATE:   2006-11-22 22:44:54
  EDIT BY:   USER,ONE
  EDIT COMMENTS:   

  Exchange Install
  

I.      Basics.
IX.     Training.
are intended only as TIU templates and do not need to be assigned to the 
CPRS Cover Sheet.  Due to potential complications with reporting and 
duplicate entries, it is recommended that the GEC dialogs not be added to 
the Reminders drawer/Cover sheet.  The Referral was designed for 
inter-disciplinary use with dialogs created for separate services.  
However, a single user may perform them all.  With only a few exceptions, 
each section of the dialogs is mandatory and is marked with an asterisk 
(*).  The completion of all four dialogs constitutes a discrete episode 
of the GEC Referral.
 
 
The VA-GEC REFERRAL SOCIAL SERVICES, VA-GEC REFERRAL NURSING ASSESSMENT 
and VA-GEC REFERRAL CARE RECOMMENDATIONS dialogs comprise the clinical 
screening.  The VA-GEC REFERRAL CARE COORDINATION dialog is used 
administratively to record the arrangement of and funding for extended 
care services.  These dialogs may be performed in any order local 
practices dictate.  However, it is expected the screening portion will be 
completed prior to the coordination of services.  When the screen is 
complete, a consult order should be placed to the service responsible for 
arranging services.
 
I.      Basics
A.       GEC Consult Order
Most sites have either an individual or service responsible for arranging 
and coordinating extended care services.  To accommodate local business 
practices and flexibility, sites may associate any consult service (or 
menu) they already have in place.  If none exist, the sites may create a 
consult or establish some alternative practice to ensure that both 
services are arranged and that the VA-GEC REFERRAL CARE COORDINATION 
dialog is completed.  
 
A placeholder for this consult is included at the end of the VA-GEC 
The GEC Referral is comprised of 4 reminder dialogs: VA-GEC SOCIAL 
REFERRAL SOCIAL SERVICES, VA-GEC REFERRAL NURSING ASSESSMENT and VA-GEC 
REFERRAL CARE RECOMMENDATIONS dialogs.  It must be substituted or deleted 
at the time of installation.  
 
Pre-Installation Requirements
 
Since nationally created orders do not map to local orderable items, 
orders do not pass through Reminder Exchange.  Installation of the 
Referral will prompt for a resolution of this dialog element.  Resolution 
will consist of either replacing the order with a locally created order, 
SERVICES, VA-GEC NURSING ASSESSMENT, VA-GEC CARE RECOMMENDATIONS and 
deleting the element or skipping the step.
 
Consult quick orders are existing functionality that are probably in use 
at your site.  It is also possible that an order has already been created 
that could be used.  To determine this, the installer should contact the 
CPRS CAC prior to installation and determine if an order is available.  
If it is, installation will only require entry of the Fileman name-space 
of the order at the prompt.  If it is not, follow the steps in the CAC 
section below.
 
VA-GEC CARE COORDINATION.  These dialogs are designed for use as TIU 
During installation you will be presented with the following prompt:
 
        REMINDER DIALOG entry VA-ORDER GEC REFERRAL CONSULT does not
        EXIST, what do you want to do?
 
        Select one of the following:
 
             D   Delete (from the reminder/dialog)
             P   Replace (in the reminder/dialog) with an existing entry
             Q   Quit the install
templates to enter data regarding the need for extended care.  Data 
 
The installer should select P (Replace with an existing entry), and enter
the name of the existing quick order provided by the CAC using Fileman
name.  [NOTE: The same quick order may be used on each of the dialogs].
 
CAC Section
1. The CAC should first determine if a Consult Service exists for
the management of extended care services.  If it exists, this service can 
be used for the quick order and you can proceed to step 2.  If one does 
not exist, the CAC will need to create a Consult Service by using the 
entered via the dialogs are captured as health factors to be used for 
[GMRC Manager] option [GMRC SETUP REQUEST SERVICES].
     a. Recipients of the consult notifications should be GEC staff 
        responsible for coordinating extended care service (or any
        appropriate user).
2. The CAC should create a consult quick order using the [ORCM MGMT] 
option [ORCM MENU].  This order should be associated to the Consult 
Service in the Consult to Service/Specialty field of the quick order.
3. The CAC should then provide the name of the consult quick order 
to the installer.  The installer will then perform the installation and 
enter the name of the order at the prompt as above.
local and national reporting.  The software includes a new report menu 
 
VI.     GEC Interdisciplinary Notes
The GEC Referral dialogs are intended for use as TIU templates.  It is 
also expected that they will be used as part of a TIU Interdisciplinary 
(ID) note.  This will require new TIU Document Definitions or the 
association of existing titles to the dialogs.  This project does not 
stipulate the titles to be used, preferring to allow the sites to use 
those titles that would best suit their business practices.  However, the 
Office of Geriatrics Extended Care requests that the parent ID note title 
be:
that may be used for local analysis.
        "GEC EXTENDED CARE REFERRAL"
 
To create a TIU Document Definition, perform the following steps:
A.      Access the TIU IRM MAINTENANCE MENU.
B.      Select TIUF DOCUMENT DEFINITION MGR.
C.      Select Create Document Definitions or Edit Document Definitions.
D.      Select class and create title.
 
 
To associate reminder dialogs with TIU templates, perform the following 
II.     GEC Health Factors and their use.
 
steps*:
 
A.      Make the GEC Referral dialogs eligible to be used as a template 
        by using the parameter: TIU TEMPLATE REMINDER DIALOGS.
B.      Associate the dialog to a TIU Document Definition.
        1. Go to Shared Templates
        2. Click "New Template."
        3. Enter a name.
        4. Select the Template Type as Reminder Dialog.
        5. Pick a GEC dialog from the Reminder Dialog field.
II.     GEC Health Factors
        6. Under Shared Templates, pick Document Titles.
        7. In the Associated Title field, pick the Document Definition
           created or designated for this dialog.
        8. Click Apply.
 
(*You will require the Clinical Applications Coordinator User Class.)
 
VII.    GEC Referral Reports
The software includes a new set of reports that provide a variety of GEC 
health factor perspectives.  The reports are released as an option within 
The GEC Referral project distributes a large set of national health 
the Clinical Reminder namespace and may be assigned as necessary.  The 
option is [PXRM GEC REFERRAL REPORT] and may be added to the PXRM 
MANAGERS MENU.  The reports capture data elements for reporting and 
tracking use of the GEC Referral Screening Tool.   The reports may be 
generated in formatted or delimited output.  The Summary (Score) report 
provides summary (calculated) totals from specific sections of the 
screening tool identified by the Office of Geriatrics Extended Care.
 
VIII.   GEC Reminder Terms
Phase I of the GEC Referral project distributes a set of terms that will 
factors.  They may be identified by the GEC name-space and constitute the 
be used with Phase II.  Since Phase II has not yet been initiated, the 
functional requirements and design have not been identified.  However, it 
is expected to include the national roll-up of GEC screening data using 
the Generic Extract Utility released concurrently with Clinical Reminders 
v2.0.  To allow the greatest degree of flexibility in design, one 
reminder term is released for each GEC Referral health factor. The terms 
are mapped to the health factors on the VA-GEC REFERRAL reminder 
dialogs.  The terms will be installed silently and reside dormant until 
Phase II of the GEC Referral project is implemented.  The reminder 
definitions used with these terms will be deleted via post-install 
foundation of the GEC Referral project.  They establish a standard set of 
routine after installation.
 
IX.     Training
The Office of Geriatric Extended Care (OGEC) will establish a web site to 
provide training on the GEC screening tool.  This training module is 
being developed with assistance from Employee Education Service and built 
by ImageITS, a private firm.  The module will consist of an interactive 
tutorial and reference material.  OGEC will coordinate the training 
initiative and serve as the custodian of the web site's content.  
Facilities may contact OGEC to obtain the website's URL or for more 
screening data, to be used across the Veterans Health Administration, and 
information.   
will be rolled-up nationally in Phase II.  
 
The Health Factor and V Health Factor files include factors and 
categories.  For this project, each section of the Referral is correlated 
III.    GEC Status Indicator.
to a health factor category.  Once entered, the data is stored in the 
Patient Care Encounter files.  The structure of these underlying files 
has a direct impact on the design of the GEC software.  Extracting, 
viewing and managing this set of data requires the GEC dialogs to remain 
as they are released.  Consequently, the Clinical Reminders package has 
been modified to prevent the GEC national reminders from being copied.  
This change was made to the Reminder Dialog, Dialog Group and Dialog 
Element levels.  To accommodate local business practices, sites will be 
permitted to add locally created health factors to the GEC dialogs.  A 
new List Manager screen is included to facilitate additions and any 
IV.     GEC Referral ad hoc reports (CPRS GUI).
subsequent edits to those Groups and Elements added locally.  
 
NOTES:
 
    -Dialog elements that have an order associated as a finding item 
     will continue to be an editable field using the dialog editor.
    -Any local changes to the GEC dialogs will not be included with 
     the reports or future national extracts.
    -GEC health factors are populated with a synonym for 
     identification.
V.      GEC Referral Reminders and Dialogs.
    -Sites are discouraged from using the GEC health factors 
     elsewhere. Phase II of the GEC project will involve national roll-up.
     Since this project has yet to be started, potential extraction rules
     may not be able to distinguish the data source.
    -Users should not enter GEC health factors from the Encounter 
     form. While it is possible to do so, Patient Care Encounter only
     allows one instance of a combination of the health factor, patient
     and visit IEN.  If one is entered via the Encounter, any subsequent
     entry of that health factor from the reminder dialog will not be
     available for the GEC reports.  This is a consequence of the GEC report
    A.  GEC Consult Order.
     routines relying on the health factor's Data Source.
 
 
III.    GEC Status Check
There is no limit to the entry of GEC Referral data.  Thus, there may be 
multiple entries of the same health factors over time.  Since the data is 
entered via separate dialogs, extraction and viewing requires the data to 
be discretely identified.  The GEC software depends upon the user to 
indicate when the data from a given referral should be concluded.  The 
referral is finalized using a new feature called the GEC Status 
VI.     GEC Interdisciplinary Notes.
Indicator.  This indicator is presented to the user as a modal dialog at 
the conclusion of the VA-GEC CARE COORDINATION dialog.  It will prompt 
the user to indicate the conclusion of the Referral with a Yes or NO 
response and will list any missing dialogs.  If YES is selected, the data 
for the current episode of the Referral is closed.  If No is selected, 
the Indicator is displayed with each succeeding GEC dialog until Yes is 
selected.
 
To assist the ongoing management of completing GEC Referrals, the GEC 
Status Indicator may be added to the CPRS GUI Tools drop-down menu.  The 
VII.    GEC Referral Reports (LM CHUI).
parameter to activate the Indicator is PXRM GEC STATUS CHECK.  If may be 
set at the User or Team level.  If added to the drop-down menu, the 
Indicator may be viewed at any time and used to close the referral if 
needed.
 
 
IV.     GEC Referral Ad hoc Reports
Two new health summary components have been created and distributed with 
this software:  GEC Completed Referral Count (GECC) and GEC Health Factor 
Category (GECH).  The first displays all GEC referral data according to 
VIII.   GEC Reminder Terms.
the occurrence and time limits identified.  The GEC Health Factor 
Category component, in conjunction with PX*1*123 and GMTS*2.7*63, permits 
GEC data to be viewed by health factor or health factor category.  If a 
user should have access to these GEC reports, they must have access to 
the Ad Hoc Health Summary type.  [This can be set using GMTS GUI HS LIST 
PARAMETERS.]
 
V.      GEC Referral Reminders and Dialogs
The GEC reminders are comprised of dialogs and health factors only.  They 
have neither cohort nor resolution logic and will not become due.  They