1 StarPanel How To Create a Panel and More

2 Presentation Overview: What are Panels and How They work How to : Create a panel Add a patient to a panel View HEO/WIZ scratch census in a panel Use auto -copy features Manage access to panels Quick way to give access to a panel

What are Panels and How Do They Work 3 o Owner/creator of a panel can o Read (see the panel) o Add and remove patients and o Delete or rename the panel and o Grant access to others to use the panel o A panel can be o a list of patients with appointments in Epic for a specific provider, o a list of patients with a specific diagnosis, o your inpatient scratch census can display as a panel o a list you create on the fly by adding patients individually

4 Create a Panel To create a panel, click on panels from Pt list or from white tab 1

5 Create a Panel (cont.) Select create panel and lower frame will load 2 4 Name the panel and click ok The panel will now appear 3

6 To Add Individual Patient to a Panel Easily: Customize Your Actions Menu Click on Actions menu and select Customize 1 Click on Install new Actions 3 Click on add to panel and *remove* 2

7 …Now, Add a Patient to a Panel Click on the Actions menu and select Add to Panel 1 Select the panel you just created to add the patient 2

8 Auto-Copy Features Allows user to manage which panels get updated Auto updates every few hours

9 How to Auto-copy Between Panels Select Panel tab 1 Click on Automatically copy patients between panels 2 Select the scratch census to auto-copy to the panel you created 3

10 How to Stop Auto-copy The line will disappear once completed Click on Automatically copy patients between panels 1 Select blue link stop auto-copy on the panels you want to stop this function 2 3

11 Manage Access to Panels How to Grant Access to a Panel Click on the Panel that you created 1 Enter by last name Check boxes for specific Access Click OK to grant access 2 Will receive confirmation screen 3

12 Click on the Panel you just created and select the Remove granted access option Search by user ID, click OK, and select Revoke access 4 5 Manage Access to Panels How to Remove Access to a Panel

13 HEO/WIZ Scratch Census and StarPanel Users can: Set up their scratch census or secondary scratch in HEO/WIZ and see it as a panel in StarPanel Still access same panel features as any other panel

14 A Quick Review of Inpatient Scratch Census First link to a census by selecting Modify census from Wiz/HEO

15 Link to Secondary Scratch Census 1 Then, link to a census 2 First switch to secondary scratch census by selecting Modify Census from WIZ/HEO

16 Secondary Scratch Census in StarPanel Click on Scratch census in black bar and select Show your secondary scratch census 3 Click on Refresh to see secondary scratch census 4