PROMPT USER GUIDE V4

2022

GETTING STARTED PROMPT user guide is an easy-to-follow step by step guide for our end users to follow on how to use the different features within the PROMPT application.

HIE SUPPORT SERVICES P: 866.987.5514 E: help@conniect.org

VIEW NOTIFICATIONS

DISPLAY: SWITCHING PAGES

NOTIFICATION COLUMNS

NOTIFICATIONS: NEW ALERTS, DATE/TIME, EXPORTS, DETAILS

PATIENT INFORMATION

EVENTS: HISTORY, DETAILS, ALERT TYPE

STATUS DISPLAY

VIEWING PATIENT INFORMATION

DISPLAY: CHANGING NUMBERS

CARE NOTES: NOTE LIST, ADDITIONAL INFO

SAVING A FILTER ONCE A CONDITION IS APPLIED ADDING A NEW FILTER

SAVING AN APPLIED FILTER

ADDING MULTIPLE FIELDS

TURNING OFF FILTER OPTIONS

EDITING A NEW FILTER

VIEWING PATIENT CARE TEAMS

SAVING, SAVING WHEN BUILDING A NEW FILTER

MULTIPLE CRITERIA, EDITING SAVED FILTERS, DUPLICATING FILTERS

REMOVING AN APPLIED FILTER ADDING ADDITIONAL CONDITIONS TO AN APPLIED FILTER

DELETING A SAVED FILTER VIEWING PATIENT CARE TEAMS

RETURNING TO THE NOTIFICATIONS HOME PAGE

1

To view notifications, log into the HIE portal and select the “ENS PROMPT” tile on the dashboard.

22

After selecting the ENS Prompt tile a window will appear, which includes the specific notifications that you have permissions to review (below).

Within the Notifications Homepage users will see the most recent received notification placed on top of the list.

Notifications will come thorough in order starting from the most recent notification received.

PATIENT

ALERT TYPE

Name Gender Age DOB MRN Number Enables patient lookup

ENS PROMPT Name for general ENS notifications Other Smart Alerts Listed by their configured and defined names

STATUS

STATUS ICONS

Dropdown value that can be updated to reflect the basic status for each notification The total number of notifications for all subscriptions displays next to the right and left arrows above the table notifications

NOT STARTED IN PROGRESS COMPLETED

By looking at the status icon the end user can see the status of each patient and where the end user is at by providing a color-coded status icon.

EVENT DETAILS Event Time Event Type Patient class (IP, ER, etc.)

Event Facility Facility where event occurred

The total number of notifications for all subscriptions displays next to the right and left arrows above the table notifications.

Name Gender Age Date of Birth MRN Number

Event Time Event Type Facility of Event

Not Started In Progress Completed

Users will be able to see the status of patients and other users through the color-coded status icon.

Users can change the number on the display by using the dropdown arrow located next to the “1-100” and selecting one of the other options: 20, 50, or 200 (below).

The first option to switch pages is to use the right or left arrows located next to the total number of notifications at the top of the screen.

The second option is to use the number links located at the bottom of the screen.

Users also may switch to a specific page by selecting number links located at the bottom of the *Double left and right arrows provide options to move to the first and last pages quickly.

page.

NOTIFICATIONS

Users will be notified when new notifications are generated, and an indicator of New Alerts will display at the top of the screen. Along with the “New Alerts” indicator the number of new notifications on the refresh icon circled arrow will appear.

The system will not automatically refresh the list of notifications until the user is ready to view them. This allows users to continue to work without interruption and prevent losing place in their workflow.

Click on the refresh icon with the number of new notifications (a circled arrow). When the “new notification” appears in the list. A new indicator will appear to the right of the patient’s name.

To sort and order notifications to display by event time, click on the dropdown arrow next to “Received Time” displaying in the middle above the table of notifications and select “Event Time” (below).

To initiate an export on the current list of Notification Homepage:

*Note: You may only download files containing PHI information on approved devices. Using personal devices is prohibited.

Once the export has been defined, click the “Export” button to initiate the export functionality. Following clicking “Export” users will see a status icon that looks like a red spinning circle, located at the bottom right corner of the “Export” icon.

Above the list a message will pop up to show that the export is in progress.

When the export processing is completed the status icon will change and red circle with an exclamation point . A message will then temporarily appear briefly under the list indicating the export is completed.

Note: In order to initiate a new export, only one export file can be accessed at a time, you will have to delete or download the original export file first.

In order to view additional information about a notification, select the Event Details icon.

These icons appear if there are care notes associated with the patient.

EVENT DETAILS

P A T IENT I N F ORMAT I O N

CARE NOTE

EVENT HISTORY

The notification details pop-up window will open to the Events Details tab.

The Events Details tab displays: Additional information that generated the notification Additional specific subscriber information in submitted in the patient panel that is not part of the Patient Information tab.

The top section fields will always remain the same, but the fields that display in the "Details" section will reflect the appropriate fields for the Alert Type of the particular notification.

To view a list of care notes entered for a patient within the last 3 months, click on the “Care Note” tab. All the patient's entered care notes will be viewable for the user. The note will be displayed in the table with the date the care note was entered and a note preview.

Users may view additional information of a care note by clicking on the individual care note/expand icon, which is the side arrow located next to the care note information.

Users have the

Click on the

ability to create a

“Add New” button

care note in PROMPT

and input text

so other providers

information, then

and caregivers may

"Save Note"

see notes regarding patient care in details.

The note will now display across all notifications and users associated with your subscription

ADMISSION (A01)

TRANSFER (A02)

DISCHARGE (A03)

REGISTRATION (A04)

CHANGE STATUS: OUTPATIENT TO INPATIENT (A06)

STATUS CHANGE: INPATIENT TO OUTPATIENT (A07)

For each item listed above the event date and time, patient class, event type, complaint, and facility display on each row.

Users may also view additional information about an event such as diagnosis code(s), diagnosis description, and discharge.

In order to review additional information about an event, select the expand icon (down arrow) for each event history row.

To view patient information, select the “Patient Info” tab. The tab will show hospital information that was documented in the hospital message including the patient's name, date of birth, address, ethnicity & race, phone number, and MRN. If the subscriber’s patient information is submitted with the patient panel information such as Emergency Contact, Primary Care Provider, Care Manager, and Insurance will display under the Patient Info tab.

In order to view a list of care notes entered for a patient in the last 3 months, users must select the “Care Note” tab.

All the care notes that have been entered for the patient will be viewable for authorized users and the note will be displayed in the table with the date the care note was entered, as well as a preview of the note.

Users can view additional care note information by selecting the individual care note, or the 'expand' icon (highlighted below).

NOTIFICATION FILTERS

Users can filter

Each filter option

Type the

Once the

notifications via:

can be applied

information into

information has

Name/MRN

individually or

the “Search MRN”

been entered, use

Additional fields

utilized together.

or “Name” text box

the enter key to

that is displayed

execute the

on the left-hand

refinement on the

side of the screen

list of notifications.

to the right of the “Filter” button.

Click back in

Select “x” and

the text box and

the name/mrn

an “x” will

applied filtering

appear in the

will be removed

right-hand side

from the list of

of the box.

notifications.

Select the “Filter” button followed by the “New Filter” button, then select the dropdown options to build your filter followed by clicking on the “Apply” button located at the top of the pop-up window. The notifications will be refined based on the condition(s) applied.

The applied filter conditions will be displayed above the list of notifications.

Users can add

1. Click “Add

multiple fields to

Another” to display

refine the list of

a new filter by set

notifications. They

of fields. Each

may also add

“Filter” by set of

multiple conditions

fields must be filled

for some fields by

out prior to

performing the

applying or saving

following:

the filter.

2. If users decide not to apply the filter, they may click “Cancel” to exit out of the pop-up window.

After the filter has

Click on “Filter”

Users may add

Once modifications

been applied,

followed by “New

additional filters by

are finished, click

users have the

Filter”.

conditions or you

“Apply” which will

option to edit the

Previously applied

can edit the fields

then apply the

criteria.

conditions will

that are currently

selected

appear in the “New

built.

conditions to the

Filter” window.

list of notifications.

Users can save

Instead of selecting

Users will then

filters in two

“Apply” click on the

choose a filter

different steps of

“Save” button.

name that is at

the process after

Selecting “Save”

least 3 characters

applying filter

will bring you to a

long and click

conditions.

new window to name

“Save”.

your filter.

Save the filter for later use and apply the conditions selected.

Users are also

After applying all

Selecting “Save

given a second

desired conditions

Filter” will show a

option in order to

in the saved filter,

new filter window

save a filter once

click on “Save

with the conditions

the condition has

Filter”.

you applied.

been applied that is not from a Saved filter.

Select the “Save” option and enter a filter name that is at least 3 characters in length and select “Save”.

If users have a

After clicking on

Once “Saved

Once a filter has

The down arrow

filter saved and

“Saved Filter” select

Filter” has been

been applied, the

within the bubble

wish to apply it to

the name of the

selected, the

saved filter’s name

will expand the

the notifications,

filter to apply.

notification will be

will be visible

window and show

select “Filter”

narrowed down

above the table

all the conditions

followed by “Saved

based on condition

notifications in a

that were included

Filter”.

(s) that is part of

teal bubble, along

in the filter.

the saved filter.

with a down arrow next to the name.

Users can turn off filter options to only apply some of the conditions within that saved filter. This allows the use of a saved filter versus building a new one.

An information icon, will appear beside the save filter. After selecting the icon, a pop-up display will appear informing users the saved filters have been turned off.

Users can combine a Saved Filter and a New Filter in order to apply additional criteria beyond what is already built in Saved Filters. It also doesn’t matter what order users choose to apply the filters (saved vs. new).

You will need to follow the follow steps listed in the previous sections by applying a saved filter and adding a new one.

Once the new criteria is applied, users can save the new criteria to the new filter by following the sections above in the section “Saving a Filter.”

The system has the ability to save duplicate filters when applied to a saved filter. If a user has a saved filter for the Event Type such as Admissions & Discharges, and then tries to add a new filter for the Event Type that is not admissions the system will then refresh, and the only notification displayed will be "Discharges".

If a new filter with multiple criteria is applied, users can remove the individual criteria above the filtered list by clicking the “X” next to appropriate criteria.

To edit a previously

Users have the

From the list of

saved filter, Click

capability to

saved filters, click

“Filter” then select

create a duplicate

on the ellipsis icon

“Saved Filter” at the

of a saved filter.

next to the filter to

bottom of the list.

First, select

duplicate.

“Filter” then “Saved Filter”.

A new filter is created in the list with a “-copy” appended to the original filter name.

Users can “Edit” the filter with the ellipsis icon to change the name and/or modify selected conditions.

Once a filter is applied, users can remove all filters by selecting the “Remove Filters” link. This will reset the list of notifications back to displaying all notifications.

Users may use a combination of a "Saved Filter" and a "New Filter" in order to apply additional criteria beyond what is already built in your saved filters.

Users may choose any order of filters (saved vs new) in this process. Follow the

Once the new criteria is applied,

steps listed in the above sections by

users may save the new criteria to

applying a saved filter and adding a new

the new filter by following the

one.

sections above in the section “Saving a Filter.”

Once a filter is applied, filters can be removed by selecting the “Remove Filters” link. This will reset the list of notifications back to displaying all notifications.

To delete a saved filter, select "Filter" followed by "Saved filter" and then "Edit Filters".

From the list of saved filters, select the ellipsis icon next to the filter for deletion and click "Delete". This erases the saved filter from the filter list.

To view a patient's care team, select the patient's name from the notifications list in the Notifications Home Page.

Users will see the patient summary page with care teams/subscribers ordered by the first five recent updates. To view the full list, select the new window icon to see the entire care team list.

To return to the Notifications home page, simply click on the "x" on the upper right hand of the screen.