5.0 Blocks & Procedures

Question 1

Where do providers document PROCEDURES AND BLOCKS?

Answer 1

In Procedure SmartBlock SmartForms.

Question 2

Where are SMARTFORMS LINKED?

Answer 2

To orderable procedure records.

Question 3

Where are PREFERENCE LISTS LINKED?

Answer 3

Profiles.

Question 4

How are PROCEDURE/BLOCK NOTES structured?

Answer 4

Procedure SmartBlock (LQF) -->
Orderable Procedure (EAP) -->
Preference List (LPF) -->
Profile (LPR)

Question 5

What are anesthesia blocks and procedures?

Answer 5

Mini‐procedures that an anesthesia provider needs to document while a patient undergoes surgery.

Question 6

What kind of SmartForm do anesthesia providers document blocks and procedures?

Answer 6

A kind of SmartForm called Procedure SmartBlock SmartForms.

Question 7

What are TEXT GENERATION RECORDS?

Answer 7

Records that convert selections made in a SmartForm to text.

Question 8

What it the recommended way to use the SmartForm Designer?

Answer 8

A. Open an existing form
B. Start a new one from scratch
C. Copy an existing form.

When configuring these at your organization, the recommendation is to start with a copy of an existing form to save yourself time.

Question 9

Why is the type of SmartForm important?

Answer 9

It dictates where and how a SmartForm can be used.

Question 10

True or False: Anesthesia pre‐ and post‐evaluation SmartForms are a different type.

Answer 10

True.

Question 11

What is a COMPONENT?

Answer 11

A component is an item on a SmartForm usually used to capture information.

Question 12

What happens when a component is selected?

Answer 12

It is outlined in blue.

Question 13

How do you access ADDITIONAL COMPONENT OPTIONS?

Answer 13

By right clicking.

Question 14

What does DOUBLE-CLICKING List and Field components?

Answer 14

It opens a Property page.

Question 15

What are SMARTDATA ELEMENTS?

Answer 15

Custom items that can be create without any knowledge of code and allow information to be stored in Chronicles.

Question 16

What is a PROMPT?

Answer 16

A label for a component.

Question 17

What is the MULTILPLE SELECT option?

Answer 17

A category lists where more than one item can be selected.

Question 18

True or False: It is possible to configure a multiple select component to have mutually exclusive options.

Answer 18

True

Question 19

What are examples of component’s STYLE property?

Answer 19

Options include Button, Radio Button, Check box, and Positive/Negative.

Question 20

What is a FORMLET?

Answer 20

A subsection of a SmartForm that can be shared across many forms.

Question 21

What are the ADVANGATES OF A FORMLET?

Answer 21

Creating and using formlets increases efficiency and makes maintaining the system easier.

Question 22

What is SMARTFORM SCRIPTING?

Answer 22

SmartForm scripting is programming that automates a SmartForm based on the user’s interaction.

Question 23

Why is SMARTFORM SCRIPTING used?

Answer 23

SmartForm scripting is programming that automates a SmartForm based on the user’s interaction.

Question 24

Why is SMARTFORM SCRIPTING used?

Answer 24

To make documentation in one component affect another.

Question 25

What do BOLD NOTES indicate?

Answer 25

There is scripting configured on that component.

Question 26

What sit UNDER EACH NODE?

Answer 26

A list of events.

Question 27

What are EVENTS USED FOR?

Answer 27

To trigger a script.

Question 28

What is a COMMAND BUTTON?

Answer 28

A component that doesn't store data, but facilitates the automatic selection of any number of other buttons.

Question 29

True or False: In addition to setting values in specific components, scripting can also show or hide components based on other selections in a form.

Answer 29

True.

Question 30

What happens when you press the TEXT BUTTON after making selections in a SmartForm?

Answer 30

Notes generated from your selections is called text generation.

Question 31

True or false: Each SmartForm has a corresponding text generation template record.

Answer 31

True.

Question 32

What do the TEXT GENERATION TEMPLATE made up of?

Answer 32

A number of statement records. Translate SmartForm into note text.

Question 33

What do STATEMENT RECORDS specify?

Answer 33

Some statement records specify the text that should generate from a documentation within a component, others help with organization of the note.

Question 34

What is the ratio between SMART NOTES for PROCEDURE NOTES?

Answer 34

Have a 1:1 ratio to SmartForms for procedure notes

Question 35

Where are statements stored for selections in a SmartForm?

Answer 35

They are individual records in the HGN master file.

Question 36

What links SMARTFORM COMPONENTS with TEXT STATEMENTS?

Answer 36

SmartData elements.

Question 37

What else does SmartData elements need connected to?

Answer 37

The Text Generation Template

Question 38

Most text generation records that come pre‐configured in Anesthesia are Epic‐released, you need to replace any statement you want to modify with a copy of that record. What if a statement is nested beneath other statements?

Answer 38

You need to copy the statements it is nested beneath as well.

Question 39

What is {{0}}?

Answer 39

A place holder representing anything in the Positive Text field next to your SmartData element.

Question 40

What if the Positive Text field is blank?

Answer 40

The placeholder represents the value entered into the SmartForm component.

Question 41

What kind of data go LABEL COMPONENTS store?

Answer 41

Label components do not store any data.

Question 42

What does documenting medictions within a procedure note do?

Answer 42

Updates the Intraprocedure Timeline and the patient's MAR.

Question 43

What is an ORDERSET?

Answer 43

A type of SmartSet.

Question 44

How do you rename nodes?

Answer 44

1. Open the Designer tab. 2. Right‐click on the component you want to rename. 3. Select Rename Component. 4. Set the New Name of the component to a name with no spaces or special characters. You can use capital letters to help separate words.

Question 45

What is an event?

Answer 45

The action you want to use to trigger a script.

Question 46

What is an action?

Answer 46

What will happen when the event is triggered.

Question 47

True or false: Command Buttons can be undone.

Answer 47

False: Providers would need to de‐select options from the Checklist if they are not true.

Question 48

What is imperative when using scripting to show a new component when a button is clicked, then hide that same component when the button is un‐clicked?

Answer 48

Configure the script to clear any values entered any time you hide a component.

Question 49

What is a ROOT NODE?

Answer 49

The record now appears in the upper left corner of your text tab.

Question 50

What do you need do for multiple‐select lists?

Answer 50

Connect all the individual SmartData Elements for the captions you left visible to your statement.

Question 51

What do you need do for single‐select lists?

Answer 51

Connect the one SmartData Element used for that list component to the statement.

Question 52

What does the text ordered statement type allows you to do?

Answer 52

Organize all the statements within the root node.

Question 53

What’s an efficient way to change the text generation within the SmartForm?

Answer 53

Use the Replace with Copy button to replace a node with your own version ﴾so you won't change the standard nodes﴿.

Question 54

Where can I find other SmartForms?

Answer 54

Epic provides a Community Library, a tool available on the UserWeb, where customers and Epic share custom clinical content. You can use this tool to find other SmartForms. UserWeb > Documentation > Community Library

Question 55

What are the steps to make a Procedure SmartBlock SmartForm available to anesthesia Providers?

Answer 55

SmartForms used for blocks must be associated with a procedure that is added to a preference list. Preference lists are linked in profiles.

Question 56

What are the build steps to make a Procedure SmartBlock SmartForm available to anesthesia Providers?

Answer 56

Overall Build Steps 1. Design and script a Procedure SmartBlock SmartForm. 2. Configure a Text Generation Template. 3. Configure a procedure to use your SmartForm. 4. Add the procedure to a preference list. 5. Attach the preference list to a profile.

Question 57

Preference lists group together procedures, medications, labs, diagnoses, and more for various uses across Epic applications. What is the purpose of grouping these records in preference lists?

Answer 57

To limit the number available to a clinician or group of clinicians.

Question 58

What are LDAs?

Answer 58

Documentation on lines, drains, airways, wounds, and more done using Flowsheets.

Question 59

Why are FLOWSHEETS used do document LDAs?

Answer 59

Because there are certain aspects of LDAs clinicians want to track across time.

Question 60

How can you set up the system to automatically create an LDA when certain components are documented in a procedure note and the note is signed?

Answer 60

Using Note Mapping.

Question 61

What kind of SmartForm do you configure for procedure/block notes?

Answer 61

Procedure SmartBlock

Question 62

When a provider makes selections in a SmartForm, what stores that information in Chronicles?

Answer 62

SmartData elements

Question 63

What do you need to configure in order for one SmartForm component to affect another?

Answer 63

Scripting

Question 64

What type of record translates a selection in a SmartForm to text in a note?

Answer 64

Text generation statement

Question 65

What links documentation in a component in a SmartForm to the statement in the Text Generation template?

Answer 65

A SmartData element

Question 66

A provider clicks the Px Note button in the Intraprocedure activity and does not see the block she was anticipating to document. What could have gone wrong with the build?

Answer 66

The procedure she is looking for is not attached to the preference list affecting her.

Question 67

What links documentation in a SmartForm to an LDA?

Answer 67

A SmartData element

Question 68

In what kind of record do you link a preference list?

Answer 68

Profile