Flowsheet Setup

Familiarize yourself with Drugs 1 Familiarize yourself with Drugs

Familiarize yourself with Drugs Click on Data Analysis Click on Query Engine Select Infertility Drugs query under system Administration (Data Dictionary) folder Click on Run icon Export to Excel and print (if needed)

Thoroughly review Drug Setup handout Organize all of your drugs to your specifications of categories and Subcategories. Review and correct all Dosage, pharmacy instructions and patient instructions

Create Flowsheet Layouts 2 Create Flowsheet Layouts

Before you begin, open Excel and design your flowsheet layout in terms of columns and rows, where: Rows will represent days of the treatment and Columns will have drugs and lab work associated in those days. The example below shows an Antagonist flowsheet layout. As you will see we are designing these columns as certain events happen

Antagonist Flowsheet Layout

Create Flowsheet Columns 4 Create Flowsheet Columns

Flowsheet Columns Setup Setup Infertility Treatment Flowsheet Layout New

Flowsheet Columns Setup Select Treatment Cycle Type Enter Name of template Enter average # of days for this cycle Enter Author Select Protocol Type

Flowsheet Columns Setup Click on Flowsheet Layout tab to design your columns Please note to refer to your Design sheet and follow Click on (+) sign to add a column Select Treatment Event to Match Excel Sheet Column B

Flowsheet Columns Setup Click on (+) sign to add another column for OCP Select Specific Drug Category for Contraceptives Click on “Contraceptive” (highlighted in blue below) and hit space bar to change column name to “OCP”

Flowsheet Columns Setup Continue Building your columns, per your design Please refer to your Drug List (as described in Section 1) for appropriate selection of Drug Categories, Subcategories or Specific Drugs

Antagonist Design This is what your final screen design should look like

Testing Flowsheet Columns Click on Treatment and Medication Plan icon

Testing Flowsheet Columns Make additional adjustments as necessary and test your columns again

Assigning Treatment and Medication Plan 5 Assigning Treatment and Medication Plan

Flowsheet Setup Click on Treatment and Medication Plan Icon

Cycle Management 101 Define your standard Treatment Events (including: Drugs, Blood and US tests)

Cycle Management 101 Define your standard Treatment Events (including: Drugs, Blood and US tests)

Cycle Management 101 Define your Shortcuts for Treatment Events In this example, when I click on Flowsheet OCP Event, 14 days of Loestrin will populate on OCP column

Testing Treatment Event Shortcuts Click on Assign Events tab Click on defined shortcut to see all drugs and lab orders attached to the event

Defining Protocol Calendars 6 Defining Protocol Calendars

Cycle Management 101

Cycle Management 101

Cycle Management 101

Cycle Management 101 Double Click on Ptn Ins. (Patient Instruction) Cell

Cycle Management 101 Type in the detail instructions you wish to print on the calendar

Cycle Management 101 Change Font style for important words/sentences

Cycle Management 101 Color Code the Patient Instruction Cells

Cycle Management 101 Continue typing instructions for each day and color code cells as necessary

Cycle Management 101 Your instructions from Cycle Order Screen will look like this

Cycle Management 101 And Calendars from the flowsheet will look like this:

Defining Protocol Compliance

Cycle Management 101 Define your standard compliance parameters

Cycle Management 101 Same sex couple friendly

Cycle Management 101 Customizing the layout of your compliance Add a Rule Insert a Rule Delete Rule Create an “OR” Rule Move Rule up Move Rule down

Creating & Customizing Patient Flowsheets

Cycle Management 101 Screen 1 – Alerts and Checks If the patient had allergies or if the consents were not valid, the system defaults to this screen (as informational/warning screen)

Cycle Management 101 Carefully fill in Cycle Order information

Cycle Management 101 Select Protocol and customize flowsheet columns with specific Labs and Medications

Customizing & Processing Patient Compliance

Cycle Management 101 Notice the Compliance Button shows up after you select Protocol

Cycle Management 101 When you click on Compliance Button, the system brings you back to Alerts and Checks Screen with all Compliance Rules calculated and color-coded accordingly

Cycle Management 101 Begin Customizing “Patient Specific” Compliance Rules

Cycle Management 101 Customizing Patient-Specific Compliance Rules Add a Rule Insert a Rule Delete Rule Create an “OR” Rule Move Rule up Move Rule down

Cycle Management 101 For the Labs that are expired or unavailable, you can order them directly from here

Cycle Management 101 You can also schedule these orders directly from this screen

Cycle Management 101 When you order Consents, they system automatically brings Consent Management form for you to Open Form

Cycle Management 101 Make the necessary changes on the form and Save

Cycle Management 101 Now, the Consent form is Issued, saved in Chart And in Patient Portal

Customize Patient Treatment Plan

Cycle Management 101 Click on Treatment Plan icon

Cycle Management 101 My Standard Antagonist Treatment Plan

Cycle Management 101 I want to customize as follow: Use Desogen Use GonalF Use Cetrotide Remove AM orders

Cycle Management 101 Double Click on Loestrin and make the necessary changes

Cycle Management 101 Double Click on Follistim and change

Cycle Management 101 Customize your Patient Instructions, if needed Double Click on Ptn. Ins (Patient Instruction) cel

Cycle Management 101 Select an “Idealized” date when the treatment may start

Cycle Management 101 The system will create the idealized plan

Cycle Management 101 Click Print for detailed, Patient-Specific Antagonist Calendar

Cycle Management 101

Cycle Management 101 Instructions from Patient Instructions column Patient Instructions form Actual Drug

Cycle Management 101 Instructions from Patient Instructions column Patient Instructions form Actual Drug

Cycle Management 101 You can also Print Calendar

Cycle Management 101 Do Not Forget to enter: Source and Condition of Egg or Embryo Source and Condition of Sperm And if GC or Surrogate, the reference to Uterus

Cycle Management 101 Enter PGD order and send an outstanding order

Cycle Management 101 Enter PGD order and send an outstanding order

Cycle Management 101 Enter your Transfer Orders, notes and instructions

Cycle Management 101 Click Save And tell the patient to notify you form Patient Portal when she gets her period You will see the notification on your Task List in User Home