IDT Review

PATH:
Processes
>
ROLE PRIVILEGES NEEDED: <udl-white>IDT Review<udl-white>

PRINTING MULTIPLE IDT DOCUMENTS | VIEW PATIENT ENCOUNTER | IDT STATUS | EDIT IDT | UNLOCKING "LOCKED" IDT REVIEW INTERIM ORDERS | PRINT IDT | ADD CARE NEEDS | EDIT EFFECTIVE DATE | ADD SERVICE NOTE DATA | FAX TO PHYSICIAN | DESKTOP FAX TO ANYONE | PRINT AND UPDATE AS SENT | EMAIL PHYSICIAN TO APPROVE | REPLACE CARE NEEDS FROM CARE PLAN | APPLY MY SIGNATURECHECK FOR MISSING CARE NEED DATA | EDIT CARE NEED | REMOVE MY SIGNATURE | DELETE CARE NEED | PRINT CARE NEED | ADD GOALS | EDIT GOALS | ADD INTERVENTIONS | EDIT INTERVENTIONS | EDIT GOAL DESCRIPTIONS | EDIT INTERVENTION DESCRIPTIONS | ADD CTI NARRATIVE | APPLY PHYSICIAN SIGNATURE | REPORTS 

You have an option called “IDT Review” that provides you with a list Patients with IDT Orders/Care Needs that you can view/update/print without the need to access each individual patient encounter.  Go to

  1. Processes
  2. IDT Review

PRINTING MULTIPLE IDT DOCUMENTS <returntomenu>menu ↑<returntomenu>

You can print multiple IDT documents based on any filters you use.  The actual IDT interim order prints, including all Care Needs, Goals and Interventions.  To print multiple IDT documents, select the <udl-orange>Print All<udl-orange> link that appears at the top left of the screen

Check the box for:

  1. Multiple OR
  2. Single IDT documents
  3. Print - Select the <btnw>    Print    <btnw> button to print the records you have chosen.

Documents display on the screen.   You can use your browser functions to save/print the documents.

To change your signature, select the <udl-orange>Change my signature<udl-orange> link.

From here you can:

  1. Sign the document, including your title
  2. Type something different, including your title
  3. Select <btnw>    Use    <btnw> to apply what you have typed
  4. Upload a file to use as your signature (be sure your signature includes your title)
  5. Save your signature to use in the future
  6. Clear the signature to do something different
  7. Accept the signature
  8. Cancel adding the signature

You can sign all of the IDTs at once by selecting the <udl-orange>Sign All<udl-orange> link

Check one/multiple items listed that you are signing and select the <btn>   Save   <btn> button. When you print each IDT Review interim order, a signatures section displays showing all attendee signatures.

Select the drop down <btn>   All items checked  ▾   <btn> to the right of Agency to select your agency(ies).

Enter a patient's first or last name as necessary (optional)

Enter a date range for effective dates you want to see as necessary (default to 30 days prior to current day) and search.

Select the drop down <btn>   All       ▾   <btn> under IDT status to filter by a specific status.

Select the drop down <btn>   All       ▾   <btn> under Physician to filter by a specific physician.

When you have made all of your selections, choose the <btnw>   Search   <btnw> button.

VIEW PATIENT ENCOUNTER <returntomenu>menu ↑<returntomenu>

From here you can select the patient name <udl-orange>Pitts, Estelle<udl-orange> which will take you to the patient's chart.

IDT STATUS <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All       ▾   <btn> under IDT Status to choose a specific status for IDT orders. You have the following options:

You can view the patient status.

If you select the drop down <icon-dropdown>xxx<icon-dropdown> icon, you will be able to see the status history.

If you hover over the address book <icon-addressgray>xxx<icon-addressgray> icon

you will see the physicians contact information.

EDIT IDT <returntomenu>menu ↑<returntomenu>

The edit pencil <icon-editpencil>xxx<icon-editpencil> icon allows you to edit the order.

UNLOCKING "LOCKED" IDT REVIEW INTERIM ORDERS <returntomenu>menu ↑<returntomenu>

Occasionally, you may need to access an IDT Review interim order from the "IDT Orders" screen and find that it is locked by another user (meaning that a different user has the "edit" screen open). You can now "unlock" that order from the IDT Orders screen.

Use the following path to "unlock" the IDT interim order: Processes > IDT Review > Select Agency > select the "Edit interim order" icon <icon-editpencil>xxx<icon-editpencil> (popup displays indicating the record is lock by......). To unlock the order select the <btnb>    OK    <btnb> button

The "Unlock" icon <icon-openlock>xxx<icon-openlock> displays in the IDT Status column. Select the "Unlock" icon <icon-openlock>xxx<icon-openlock> to access the IDT Review interim order the icon disappears from the status column after you successfully "unlock the IDT Review interim order) and you can now "Edit interim order" icon <icon-editpencil>xxx<icon-editpencil> to open the IDT Review interim order for review/update.

PRINT IDT <returntomenu>menu ↑<returntomenu>

Select the printer <icon-printer>xxx<icon-printer> icon to print the IDT Order.</icon-printer></icon-printer>

Selecting the drop down <icon-action>xxx<icon-action> icon gives you several options.

ADD CARE NEEDS <returntomenu>menu ↑<returntomenu>

You have the option to <icon-greenplussign>xxx<icon-greenplussign><udl-orange>Add Care Needs<udl-orange>.

EDIT EFFECTIVE DATE <returntomenu>menu ↑<returntomenu> 

You have the option to <icon-editpencil>xxx<icon-editpencil> <udl-orange>Edit Effective Date<udl-orange>

APPLY SERVICE NOTE DATA <returntomenu>menu ↑<returntomenu> 

You can <icon-documentadd>xxx<icon-documentadd> <udl-orange>Apply Service Note Data<udl-orange>

FAX TO PHYSICIAN <returntomenu>menu ↑<returntomenu>

<icon-fax>xxx<icon-fax><udl-orange>Fax To Physician<udl-orange>

DESKTOP FAX TO ANYONE <returntomenu>menu ↑<returntomenu>

<icon-fax>xxx<icon-fax><udl-orange>Desktop Fax To Anyone<udl-orange>

PRINT AND UPDATE AS SENT <returntomenu>menu ↑<returntomenu>

<icon-printercheck>xxx<icon-printercheck><udl-orange>Print And Update As Sent<udl-orange>

EMAIL PHYSICIAN TO APPROVE <returntomenu>menu ↑<returntomenu>

<icon-email>xxx<icon-email><udl-orange>Email Physician To Approve<udl-orange>

REPLACE CARE NEEDS FROM CARE PLAN <returntomenu>menu ↑<returntomenu>

or Replace Care Needs From Care Plan

APPLY MY SIGNATURE <returntomenu>menu ↑<returntomenu> 

Each individual that attends the IDT meeting can now electronically sign the attendee list using the IDT Review option instead of signing the attendee list from the Patient's Encounter, <udl>Order<udl> tab.

The user can sign the attendee list by selecting the <udl-orange>Apply my signature<udl-orange> link (signature pop-up displays).  The IDT Orders screen redisplays. Your signature appears within the Attendee listing when you print the IDT Review interim order.

<icon-exclamation>xxx<icon-exclamation><color-blue>User that signs the IDT Review interim order does not have to use the above path to sign as an attendee. Their signature will automatically appear on the printed document.<color-blue>.

CHECK FOR MISSING CARE NEED DATA <returntomenu>menu ↑<returntomenu> 

The <icon-magnify>xxx<icon-magnify> <udl-orange>Check for Missing Care Need Data<udl-orange> link also now appears in the IDT Review section.

REMOVE MY SIGNATURE

Once signed, you can  remove the signatue by selecting the dropdown <icon-dropdown>xxx<icon-dropdown> icon to the right of the order and choosing <icon-trashcan>xxx<icon-trashcan><udl-orange>Remove My Signature<udl-orange>. The signature is no longer attached to the IDT Review document.

EDIT CARE NEED <returntomenu>menu ↑<returntomenu>

Under each Care Need you also have the option to Edit <icon-editpencil>xxx<icon-editpencil> it.

You can add an end date change the Care Need Level, or add Other Care Need/Goal/Intervention. Please keep in mind that this Care Need/Goal/Intervention does not flow to the service note.

DELETE CARE NEED <returntomenu>menu ↑<returntomenu>

You can delete the Care Need by selecting the Trash Can <icon-trashcan>xxx<icon-trashcan> icon if the Care Need has not been documented on.

PRINT CARE NEED <returntomenu>menu ↑<returntomenu>

You can printer the Care Need by selecting the printer <icon-printer>xxx<icon-printer> icon.

You have several other options if you select the dropdown <icon-action>xxx<icon-action>. You can do everything here that you are able to do in the Order Tab within the Patient Encounter.

ADD GOALS <returntomenu>menu ↑<returntomenu>

EDIT GOALS <returntomenu>menu ↑<returntomenu>

ADD INTERVENTIONS <returntomenu>menu ↑<returntomenu>

EDIT INTERVENTIONS <returntomenu>menu ↑<returntomenu>

EDIT GOAL DESCRIPTIONS <returntomenu>menu ↑<returntomenu>

EDIT INTERVENTION DESCRIPTIONS <returntomenu>menu ↑<returntomenu>

ADD CTI NARRATIVE <returntomenu>menu ↑<returntomenu>

From here you can select the patient name <udl-orange>Pitts, Estelle<udl-orange> which will take you to the patient's chart.

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil>

Enter your narrative under "Physician Narrative" section.

APPLY PHYSICIAN SIGNATURE <returntomenu>menu ↑<returntomenu>

Once the order is in an approved status (signed by the RN), you will be able to add your signature by selecting the drop down to the right of the IDT order

And choosing <icon-editpencil>xxx<icon-editpencil> <udl-orange>Apply Physician Signature<udl-orange>

REPORTS <returntomenu>menu ↑<returntomenu>

You can also run reports off of the IDT Review.

IDT Orders <btnw>   PDF     ▾  <btnw> includes:

IDT Orders <btnw>   Spreadsheet     ▾  <btnw> includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial