EMR and
Centricity
Business
Tips/Tricks
Tips and Tricks
June 21
2013
Page 1
Patient Reminder Preference
In Centricity Business on the HIPAA/Notice of Privacy Practice page, there is a new field that
users should document the preferred method of receiving appointment reminders. The
options include: cell phone, email address, home phone, text message, and work phone.
Tips and Tricks
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Updating patient Problems and Medications
Providers should update the patient’s problems and medications lists frequently and include an
expiration date for those conditions/meds that are no longer active. For example, sore throat
entered on the problem list would not be chronic condition and therefore should have an end
date. Accordingly, should an antibiotic be prescribed for a condition, the medication should
contain an end date for when the medication was stopped.
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Go to patient problem list via an update (office visit, clinical list update, etc)
Click on the Problem button
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To update a problem listed as active, highlight the problem and click Remove
Tips and Tricks
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A Remove Problem box will appear and the user can update the end date (date will default to
today’s date).
The reason for removal should also be updated (choices are resolved, inactive, ruled out,
correction)
 Once complete, click OK
Now the problem has been removed from the active list
Tips and Tricks
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Once the problem list has been updated, to save this change the clinical lists must be saved
(End update and click sign)
Notice that the problem has been obsoleted
Tips and Tricks
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Update Medications:
 To update the patient’s medication list, go to update and choose the appropriate
encounter type (office visit, clinical list update, etc.)
 Go to Meds button
 Choose the medication that needs to be marked as discontinued

Click Remove
Tips and Tricks
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End date defaults to today’s date
Enter a Reason for Removal (choices are adverse reaction, changed, cost, error, not
effective, patient preference, regimen completed, removed, side effects, other)-note
other defaults

Click OK
Tips and Tricks
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Notice that the medication has been removed from the Medication List at top
 Click OK
Once the medication list has been updated, to save this change the clinical lists must be saved
(End update and click sign)
Tips and Tricks
Page 8
On the Medication tab in the chart, the medication is now viewed as inactive and the stop dates
are now visible
Tips and Tricks
Page 9
Reset Priority of Document
Users can change the priority of the document when re-routing. In some cases, a staff member
may need to send a document to a physician as urgent. The user will created their update and
when routing it, change the priority.


Start an update and enter data as needed
Go to end update and change the provider accordingly

To change the priority, go to Change under Route To

Choose the appropriate urgency under Priority and click OK
Tips and Tricks
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Notice how the priority is now urgent
 Place document on hold to route this document
Tips and Tricks
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Graphs
Users have the ability to graph observations listed in the patient flowsheet. The information
that is available to graph is dependent upon the flowsheet view in the patient chart.

Go to the patient flowsheet in the chart and choose the appropriate view:

Once the correct flowsheet is chosen, go to the graph button
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Choose the observations to graph
The date range can also be selected
Click Show graph
Tips and Tricks
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Tips and Tricks
Page 13
Protocols
Protocols are established within the system to allow users to access preventative care standards based
on the patient’s sex, age, current problems and medications. It can be used as a guide for what tests or
screenings should be completed for individual patients and the time interval. To access protocols for
your patients:
 Open patient chart

Go to Protocol button on the Chart toolbar

Can filter further by clicking on “Due Only”
Tips and Tricks
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Another example of protocol for 78 yr old male patient (Test, Travis)
Tips and Tricks
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CCD Review:
The Continuity of Care Document Workflow has been revised slightly. Originally, files were save to the
Y: drive; however, now users should be saving documents to “My Documents”


Find pt Chart and stay on Summary tab
Click on Action and Generate Chart Summary
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Choose the appropriate Reason for Export (dropdown)
Name will default to the chart you originated from
At Export Destination, click the ellipse
Choose “Y drive”-CCD Temp
Tips and Tricks
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
Click OK

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Ensure that the box is unchecked next to “Open folder after generation”
Click OK
If a warning generates “chart summary already exists at this location”, click Yes
Once generated, a message will note that the summary has been created
Tips and Tricks
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Click Ok
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Put in a blank CD
Go to my Computer and double click on the D Drive (CD)
In another window go to the Y drive (minimize the Y drive window)
Highlight the Index file and drag into the D drive window


Once the Index file is transferred to the D drive
Click on Write these files to CD
Tips and Tricks
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Follow the default values from CD Writing Wizard
When the above window appears click Finish, CD will automatically eject
Tips and Tricks
Page 19
Quick Text
Within the EMR, quick text can be used to shorten the key stroke process when documenting in the
EMR. The EMR is delivered with Global Quick Text to be used University wide. Users can also create
their own personal quick text. Note, quick text has a 51 character limit.

Go to the chart toolbar and click Options and highlight quick text

Click Personal use radio button


Replace box: enter in abbreviation preceded by a period (ex: .lab, .chf, .med, etc.)
With box: enter in the message to be displayed (ie, procedure, consent process, etc.)
Quick text can be used in any box that can be free texted
Tips and Tricks
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