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     Operator's guide - 'UI EHR/PM Transfer Agent'  for Cloud based EHRs            (V2.4)

This page contains instructions that use a browser agent to download patient panel information. 
 

Section 1: Computer Setup -  Required components:

  1. A Windows computer configured to access the Client's EHR/PM via Browser
          'Client's EHR/PM' is the client's Electronic Health Records or Practice Management system from which patient records will be extracted
          Notes: Choose a computer that can be dedicated to the download function;
               this computer must not to be used for any other purpose the during the download process.
    1. Browser must support 'SideeX' add-on 
                   Firefox and Chrome are the supported browsers
      'SideeX' .  Do NOT use IE or MS Edge.

      Alternative Macro      MS_Keyboard_Mouse_Center download (Win 7 -10,  you must know if you have 32 bit or 64 bit OS version)
       
    2. Install 'SideeX'  as Browser add-on. 
      Use the Browser menu 'Add-on' to install Sideex.
    3. Sufficient storage (>100GB) to hold patient information

    4. Create a directory that will hold patient charts
          Make a note of the directory name and location.

    5. A compression (zip) utility that can support passwords

  2. Another computer to view these online instructions.

=============================

Section 2:  Client site setup - Required staff & components:

  1. An experienced EHR/PM user familiar with the Client's EHR/PM
    An online reference desk is provided for training EHR reference documents
  2. A user account for the target EHR and/or PM.
         If possible, Obtain a READ ONLY account in order to eliminate any inadvertent changes to patient chart.

=================================

Section 3:  Project report files -

  1. The Project definition file       Contains specifications for the client's quality program
    This file includes
         The Clients report CMS submission Program Year (PY), Submission Type (ACO/QPP/APM),
         List of TINs, NPIs,
         Other quality program administrative information, such as....
               If ACO client, CMS provides ACO with following info:  
                     Patient panel MRN list,
                     CCLF - Part A & B monthly data,
          Other client site specific administrative information: EHR/PM URLs w/User Acct info.
     
  2. Project result file(s) - Contains results and administrative account management information including, but not limited to:
     
    1. User & contact info of personnel who downloaded info
    2. Date/Time of download (start/end)
    3. Method used to transfer information (Brower or EHR windows client application)
    4. EHR information: Type (Client/Server or Cloud based) Revision/version number of EHR and/or PM systems
    5. Computer system used to download info & download directory
    6. Results: (To be in separate files as Attachments)
      Exported Patient charts: All combined in zip file w/PW. 
      File that includes directory listing (w/size & date) of all downloaded patient files
    7. Filenames used for attached Results files. 

 

Section 4: Cloud EHR Command Sequence notation

Notation for command execution:

  1. Each command in the list below are executed in the target window described by (parenthesis)

  2. (EHR via Browser) Indicates command will be typed/mouse/clicked into browser accessing the EHR website.

  3. (SideeX) Indicates command will be typed/mouse/clicked  into SideeX application

  4. (Windows desktop) Indicates command will be typed/mouse/clicked into Windows Desktop

     In other words, Focus must be established to the target window before each command step is executed

============================================

Section 5: Process to create 'Transfer Agent training file' while downloading charts for patient panel

  1. (Windows desktop) Open browser & expand to full screen. 
          For this download process to function properly, you must keep browser in full screen mode.
          
    (When in full screen: In upper right corner of window-  two small boxes will appear to left of X)

  2. (Browser) Browse to EHR website.  When you see (EHR via Browser) in future command lines, you will issue commands in browser.

  3. (EHR via Browser) Optional: If you do not know how the export patient records for referral:
    Take down notes while following these steps to navigate to 'EXPORT' menu

    A. To export electronic patient charts (CCDAs) from practice:
               Use the mouse & keyboard to navigate to thru the EHR menus used to 'EXPORT' a complete patient chart.
    B. Methods that help you find 'EXPORT' menus:

          i. Use the EHR help function (F1)  and search for 'Export' or
          ii. Identify a EHR poweruser & ask them to demonstrate the Export functions, OR

          iii. Use our collection of online reference documents at this page:  EHR reference documents

    c.  Repeat step B for the menu(s) that would list all patients seen by a provider during the year (PY) as described in your project file.

  4. (EHR via Browser) Make a bookmark for the homescreen of the EHR. 

  5. (EHR via Browser) Use bookmark to verify navigation to EHR homescreen.

  6. (EHR via Browser) Select a test patient with several face to face visits during the Program Year

  7. (EHR via Browser) Navigate through EHR menus to export a patient chart. 

  8. (EHR via Browser) Export Option Select:
              Type in filename: Use patient's MRN/Chart Number as filename         
              Select directory to store (Directory location icon: Look for box with 3 buttons
                            Choose directory described in Section 1 step 1c.
              Select type of patient export (Longitudinal, CCDA, CDA) (Look for Button that selects option)

  9. (EHR via Browser) Click on  'select' to start export operation

  10. (EHR via Browser) Verify that patient chart file has been exported

  11. (EHR via Browser) Practice steps 5-9 so that you execute them without error

  12. (EHR via Browser) Open 'SideeX' by clicking on Parrot icon (Found near top of browser window, to right of URL text area)

  13. (SideeX) Window will appear

  14. (SideeX) Move Sideex Window to bottom of screen, only revealing the Red Button on top right

  15. (SideeX) To begin recording process, click Red button in upper right hand corner of Sideex window

  16. (EHR via Browser) Repeat steps 5-9 three times

  17. (SideeX) Click on Red Button to stop recording

  18. (SideeX) Verify recording by playing back & watch operations.  Click on Green Right arrow w/one line.

  19. (SideeX) Save the key recording by using the SideeX menu at top of screen to select 'Save'. 
    Use directory setup identified in 'Site Prep' Step 2' above.

  20. (EHR via Browser) Using info gathered for step 1.B.b, display the MRN list. 
    Save the list in the directory setup identified in 'Site Prep Step 2' above.

  21. (EHR via Browser) Minimize EHR window

  22. (Windows) Open file explorer

  23. (Windows) Navigate to directory setup identified in 'Site Prep' (See 'Site Prep - Step 2');
    Zip up files, rename zip file to client's account#,
    and transfer as directed by cushm.org site.  

  24. You will be emailed a SideeX download command list for your attached patient panel with instructions

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Last modified: Tuesday November 10, 2020.