1. Flowsheet Setup

2. Familiarize yourself with Drugs1
Familiarize yourself with Drugs

3. 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)

4. 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

5. Create Flowsheet Layouts2
Create Flowsheet Layouts

6. 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

7. Antagonist Flowsheet Layout

8. Create Flowsheet Columns4
Create Flowsheet Columns

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

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

11. 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

12. 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”

13. 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

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

15. Testing Flowsheet Columns
Click on Treatment and Medication Plan icon

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

17. Assigning Treatment and Medication Plan5
Assigning Treatment and Medication Plan

18. Flowsheet Setup
Click on Treatment and Medication Plan Icon

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

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

21. 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

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

23. Defining Protocol Calendars6
Defining Protocol Calendars

24. Cycle Management 101

25. Cycle Management 101

26. Cycle Management 101

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

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

29. Cycle Management 101
Change Font style for important words/sentences

30. Cycle Management 101
Color Code the Patient Instruction Cells

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

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

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

34. Defining Protocol Compliance

35. Cycle Management 101
Define your standard compliance parameters

36. Cycle Management 101
Same sex couple friendly

37. 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

38. Creating & Customizing
Patient Flowsheets

39. 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)

40. Cycle Management 101
Carefully fill in Cycle Order information

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

42. Customizing & Processing
Patient Compliance

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

44. 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

45. Cycle Management 101
Begin Customizing “Patient Specific” Compliance Rules

46. 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

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

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

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

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

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

52. Customize Patient
Treatment Plan

53. Cycle Management 101
Click on Treatment Plan icon

54. Cycle Management 101
My Standard Antagonist Treatment Plan

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

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

57. Cycle Management 101
Double Click on Follistim and change

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

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

60. Cycle Management 101
The system will create the idealized plan

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

62. Cycle Management 101

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

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

65. Cycle Management 101
You can also Print Calendar

66. 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

67. Cycle Management 101
Enter PGD order and send an outstanding order

68. Cycle Management 101
Enter PGD order and send an outstanding order

69. Cycle Management 101
Enter your Transfer Orders, notes and instructions

70. 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