Panorama Trainer Update
Meeting
May 29, 2015
Welcome and Attendance
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Lori Holuk Siddall
Julie Hesketh
Helena Wall
Joan Wheatley Bissoon
Arielle Goldman Smith
Carrie McDuff - NHR
Stacey Loeppky - SHSS
Wanda Gosselin – IERHA
Marleen Jonker – IERHA
Robert Derosier – SHSS
Maureen Kitson - SHSS
Erin Murphy - NHR
Kristal Plaetinck - IEHR
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Terri-Lynn Archambault - PMH
Kate Longstaff - PMH
Bonnie Chappel - PMH
Shannon Whaley - PMH
Michel Thorn - NHR
Rayeann Sobetski - WRHA
Agenda
1.
2.
3.
Call for Additional Agenda Items
Training Environment Update
Immunization Update
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4.
Importance of maintaining school affiliation in Panorama
How to document multi site vaccines (ie; HBIg)
How to view name of ind who granted verbal consent when documented via a
mass imms worksheet.
Correcting agent and/or date of immunizations that were recorded incorrectly
Inactive clients
New QRC 1.13 Documenting Neonate High Risk for Hep B to Trigger Forecast
Inventory Update
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QRC 0.0 renamed as QRC 4.0
Changes made to inventory QRC 4.5 View Inventory & QRC 4.6 Adjust Inventory
WebEx training sessions to review new Inventory QRCs (4.8 Physical Counts and
4.9 Returns)
QRC 4.10 Managing Adverse Storage Conditions
Agenda
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12.
13.
Request from App Admin to Cancel Resolved Remedy Tickets
Website Updates
Reports Update
User Defaults and Orgs Presentation at next meeting
Panorama Go Live Bulletin
Roundtable – Resource Sharing
Next Meeting
Training Environment Update
• A green background has been applied to the training
environment to assist trainers/users to differentiate between
the 2 environments (training and production).
Immunization Updates
Importance of maintaining school affiliation in Panorama
• For report purposes, it is important to maintain school
affiliation in Panorama under Occupation/Language
• Will also affect Mass Imms worksheet
Immunization Updates
How to document multi site vaccines administered at the same
time (ie; HBIg)
• Document the combined doses as one immunization and click
“other specify” as the site
• Document in the comment section that the dosage was
administered as 3 separate needles - include which site was
used and the dosage that was administered at each site
• Q – how do we manage renal dose for dialysis?
• A- we will test and respond
Immunization Updates (Cont.)
How to view name of individual who granted verbal consent
when documented via a mass imms worksheet.
• Can view the name of the individual who granted verbal
consent by clicking on the consent hyperlink
• Cannot see who recorded the consent via mass imms (this will
be rectified with the next upgrade)
Correcting agent and/or date of immunizations that were
recorded incorrectly
• Request from Joan to delete the incorrect entry versus updating it
and re-enter it correctly as a new entry.
• Update NOT to be used for agent and/or date please
• This is only an issue while MIMS is still in use
Immunization Updates (Cont.)
Inactive Clients
• Can be found when searching
• Can document individual immunizations on an inactive record
• Cannot add an inactive client to a mass imms worksheet and the
forecaster will not forecast inactive clients
Solution – Temporarily change the status of the inactive client to “active” (by
deselecting the inactive box) which will allow the Forecaster to run and/or will
allow the user to attach the client to the Mass Imms Event Worksheet then
change it back to inactive. Remember to note the reason why it was inactive in
the first place so you can restore the record correctly. See QRC 3.16
• Notify clients to contact MB Health if the reason the record is
inactive is because they are “lost to follow up”
• We are working with Manitoba Health to reduce the number of
inactive clients due to temporary work permits
Immunization Updates (Cont.)
New QRC 1.13 Documenting Neonate High Risk for Hep B to
Trigger Forecast
• Review and Demo (next page)
Inventory Update
MINOR CHANGES
QRC 0.0 Adding New Inventory – Go Live
• Has been renumbered to QRC 4.0 Adding New Inventory – Go
Live
QRC 4.5 View Inventory Items
• Highlighted need to view HPL details
• Added text to the points to remember
See next slide for details
Inventory Update
MINOR CHANGES
QRC 4.6 Adjust Inventory Items
• Added to refer to 4.0 if new product or new lot
number
• Made an edit to one box
• Added text to page 2 of the QRC
See next slide for details
Inventory Update
NEW QRC 4.8 & QRC 4.9
• Separate inventory training sessions have been set up for all
trainers to review (June 4, 8 and 9)
– QRC 4.8 Physical Counts
– QRC 4.9 Returns
• Webex sessions will be open to trainers and users and will be
taped for those who cannot attend
NEW QRC 4.10 Managing Adverse Storage Conditions
• Need names of individuals to be trained on QRC 4.10
• Plan to train this separately with small group or reps from
each region
Request from App Admin
• Please cancel resolved remedy (help desk)
tickets
• Please remind users to include contact info
- especially when users work part-time or in
more than one location
Website Updates
• Some of the updates have not been made
due to staffing changes
• We will prioritize to get the most up to date
changes on the website ASAP
• Please let us know if you see discrepancies
or errors on the website
Reports Updates
• We are in the process of testing the Mass
Imms Event Worksheet report and
developing material to assist with
interpretation and use
• We plan to launch the Mass Imms Event
Worksheet report at the next meeting
User Defaults and Orgs
• Presentation and focused discussion will be
held in a separate session
• Trainers may wish to invite immunization
clerks who do data entry for other providers
Doodle poll to select preferred date and time:
http://doodle.com/4xzykkkfuwhmteis
Panorama Go Live Bulletin
available here
Roundtable –Question/Resource Sharing
NHR
Q - when using Hep B 0.25 dose – what reason do we give for adjusting
for 0.25 not given
A- wastage
Q – In View Inventory after the last dose of specific lot number has been
given, it shows 0 balance. Will this always display?
A – Yes. This has been identified as an issue and it will be removed with
a new release (date unknown, but not soon)
• Held their “Health circus” – mass event – walk in Preschool
Immunization clinic – went very well
- started with direct entry and then reverted to delayed entry (used
paper documentation) due to time taken
Roundtable –Question/Resource Sharing
• SHSS
– School Hep B 3rd dose, clerical from Steinbach(central
clerk) entering for other HPs and figured out how to
decrement correctly
– Last training session next week
– Issue with transferring data from Excel spreadsheet to
upload template related to DOB
• resolved
• Stacey Loeppky can be contacted for information as needed
– Q – will ASC functionality in Panorama replace MB Health
paper report
– A - Yes
Roundtable –Question/Resource Sharing
PMH
• Completed all training sessions
• Completed direct entry mass clinic at school
– Found that the process was slower
– VPN access worked well
• Will be doing some regional training for
upload clients functionality
Roundtable –Question/Resource Sharing
IERHA
– Training is going well. Half of all sites are live
– Issue: mass imms – when creating warning the warning triangle
was not appearing on the event worksheet
– A ? Related to date warning created and date of mass imms
event – contact Julie if this does not fix it
– Q: is there a way for inventory alerts to be created for: alerting
a HP when vaccine is low or soon to expire - Joan will check
– Several locations with one vaccine fridge where PH was
managing physician vaccine – working to separate and have
physician clinic manage own vaccine
Roundtable –Question/Resource Sharing
• WRHA
– Training is ongoing
– Will be doing some remote training with Churchill
Questions
• What are regions planning as a process for
onboarding new staff?
– WRHA will run monthly sessions for new staff
– WRHA is exploring LMS for inventory training
through eHealth
• Will the training environment be available
ongoing?
– A: Yes
– We will be looking at further options for eLearning
supported by eHealth
Action Items
Assigned to
Date due
Regions to send names of users to be trained on
Managing Adverse Storage Conditions to Julie (12/region)
Each region
June 5
Provide advice as to how to manage
documentation of renal dose for Hep B
Panorama
team
June 5
Advise users: Update NOT to be used for agent
All regions
and/or date please. Delete and re-enter correctly.
asap
Determine if there is a way for inventory alerts to
be created for: alerting a HP when vaccine is low
or soon to expire
Joan
June 19
Respond to doodle poll re: Org & SDL session
http://doodle.com/4xzykkkfuwhmteis
Trainers
June 3
Next Meeting
• Next meeting
• June 19th at 1030 – 1200 noon