Setting your Panorama Defaults
Purpose
• To review the different default settings in Panorama
(Orgs/SDLs)
Immunization Defaults
Immunization Defaults
1. Provider Setting
2. Historical Immunization (Yes or No)
3. Organization
4. Service Delivery Location
5. Holding Point
6. Holding Point Location
1) Provider Setting
Setting Immunization Defaults
Provider Setting
Rule of Thumb:
•
It is recommended that nurses/providers leave the provider section vacant.
Panorama will automatically default to the provider who has signed in when they
are documenting provider recorded immunizations.
Provider Setting
General Rule:
•
Clerks or nurses who are recording a large number of immunizations on behalf of
another provider may want to set the provider default setting to reflect a particular
provider’s name when documenting non provider recorded immunizations. It is
important to remember to clear/update the default setting when you are finished
entering information for a different provider.
2) Historical Immunizations
YES or NO
Historical “No”
• A default setting of Historical “No” will still allow the user to enter
historical immunizations.
• Historical “No” simply means that Panorama will not apply the
default settings to historical immunizations. (It’s like starting with a
clean slate each time you select “Add Historical Details”. The user
must populate the Provider, Org & SDL fields.
• Historical “No” will still record that the user “created” the historical
immunization documentation at the bottom of the page like this:
Historical “No”
General Rule for Nurses/Providers:
• It is recommended that nurses set their historical immunizations setting to
“No”.
Exception to the Rule : Nurses who document travel health immunizations may want
to select “Historical Yes” but they don’t have to.
Historical “Yes”
• Historical “Yes” will apply all the default settings to historical
immunizations recorded (“Historical Details” and “Historical &
Save”)
• Provider
• Org
• SDL
For example: If a clerk is documenting multiple historical immunizations
provided by a non public health provider (i.e.; Hospital ER, Long Term
Care Home), it would make sense to select “Historical Yes” and set the
default settings for that provider, Org and SDL so the defaults would
automatically be recorded for those historical immunizations.
• It is important to remember to always clear/update the default
setting when you are finished entering information for a different
provider.
Historical “Yes”
General Rule for Nurses:
• Nurses should normally select “Historical No” and only select
“Historical Yes” if they are recording multiple travel vaccines.
Example why Nurses Should Not Select “Historical Yes”:
If a nurse is documenting a historical immunization provided by a non public
health provider from India and has “Historical Yes” selected, Panorama will
automatically record the nurse’s default settings and record the nurse as the
provider and the Org and SDL that was set up in the default setting for the
nurse.
Historical “Yes”
General Rule for Clerks:
• Clerks who large volumes of historical immunizations on behalf of non
public health providers will want to set their historical immunizations
setting to “Yes” and set the other defaults accordingly.
Historical “Yes”
General Rule for Travel Health Nurses:
• Non publically funded travel health vaccines are recorded as “Historical
Details”. Travel Health Nurses may want to set their historical
immunizations setting to “Yes” so they don’t have to select the Org and SDL
each time. (It is recommended that Nurses/Providers only select “Historical
Yes” if they are recording multiple travel vaccines.)
• Remember: Publically funded travel vaccines should be recorded as
provider recorded immunizations NOT as “Historical Details”.
It is important to remember to
always update the Historical
setting to “no” when you are
finished entering information for
a travel clinic otherwise all the
historical immunizations that are
recorded will be attributed to
the default settings.
3) Organization
• It is important to note that the organization immunization defaults are
linked to inventory and individual imms.
• Immunization defaults must be set at the highest level of the
organization in order for the system to recognize the holding point to
auto decrement vaccine.
• Organizational default settings do not apply to Mass Imms.
Organization Defaults for Southern
The correct default for inventory purposes is the Regional (RHA)
level not the Public Health level.
yes
No
Organization Default for WRHA
The correct default for inventory purposes is the Regional (RHA)
level not the Public Health level.
yes
No
4. Service Delivery Location
Service Delivery Locations are designated physical locations where public
health services are provided. For example, a public health office, a school
or community center etc.
Note: A separate SDL could not be defined in Panorama for every possible
site where immunizations are provided. Users are to record the SDL for
offsite community sites (community centres, malls, etc.) as PH Mass/Off
Site Clinic SDL. (<Region Name> PH Mass /Off Site Clinic).
5. Holding Point
If the Public Health Org is selected as the default (instead of
the RHA Org), the inventory holding point cannot be selected
and the system will not auto decrement vaccines for individual
immunizations.
6) Holding Point Location
The inventory HPL must be set as OP
(operational) in order for vaccines recorded as
single immunizations to be auto-decremented
What is New ?
• New Orgs for Rural Regions will enable us to run
reports related to:
– Long Term Care
– Home Care
– Occupational Health
• Need to document PHU when recording individual
imms so we can run Public Health Unit level reports
Changes to Recording Individual Imms
• Need to document PHU org when recording
individual immunizations (QRC 2.2, QRC 2.3 &
QRC 2.4)
WHY?
• Reporting Purposes (Unit Specific Reports)
• Ability to follow-up (AEFI, product recalls)
Questions