1. How Do I Build a Patient List? PowerChart opens to CareCompass. This screen is empty until a patient list is built. Two types of lists will be built. The location list is a list of all of the patients on the nursing unit. The custom list is the list that the user will work from each day. The custom list should contain the patients that the user is assigned to care for. The patients on the custom list are defined by the user.

2. How Do I Build a Patient List? Patient List tab Icons The wrench tool is used to build patient lists. Refresh Button Throughout PowerChart, the icons above the section label are the same. The icons under the section label are different depending on the tab being viewed. Hovering over an icon will identify it’s function/name. The “Help” menu contains an index that may be useful. Section Label

3. Building a Location List Choose the wrench to open the patient list window. Select “New” to build a patient list The first list that should be built is a location list. Select the Patient List tab. Choose the wrench icon.

4. Select “Location” and then “Next”

5. Select the “+” in front of the locations folder on the right then select the “+” in front of the desired medical center. Select the “+” sign in front of the medical center name which opens under the original medical center chosen to open all the specific nursing unit locations list. The type of list that is being built will be highlighted on the left side of the screen. The user has the option of building a list from the Children’s Medical Center or the MCG Medical Center. Make sure the box in front of the second medical center name does not contain a check mark.

6. Choose the desired location by checking the box next to the specific nursing unit. Do not go past the nursing unit to the bed level. Specific beds should not be placed on the patient list. The name of the nursing unit chosen will auto-fill in the white bar near the bottom. Choose “Finish” to complete the process.

7. The location list is now available and must be moved to the Active list. Highlight the location list and use the blue arrow in the center of the screen to move the unit to the Active list. Patients on a unit are not visible until the location list is active. Highlight list

8. When the unit is active, click “OK”.

9. Do NOT attempt to open the All Results Clipboard. This action will cause the computer to try to open a large amount of material. A LONG time delay may occur. After the location list is built, the user must build a custom list. If patients from the active unit do not populate the screen, click the “As Of” button to refresh. Refreshes the screen.

10. Building a Custom List The process for building a custom list mirrors the process for building a location list. Select the Wrench and choose New.

11. Highlight “Custom” and choose “Next” to open the Custom Patient List screen. Enter a name for the custom list in the white bar. This name can be anything the user chooses. Then choose “Finish”.

12. Highlight the Custom list and use the blue arrow to move the list from Available lists to Active lists. Then Choose “OK”.

13. The Custom list is now a separate tab. It will not yet contain patients. Location ListCustom List

14. Adding Patients to a Custom List All patients may be selected or de-selected using the icons noted in the screenshot. Once the patient names to be moved to the Custom List are chosen, right click, choose “Add to a Patient List”. The Custom List that was previously built will be in the option list. Patients may be added to a Custom List individually or several at a time. From the Location List, click on the patient name to highlight the patient to be moved to the Custom List. If several patients will be moved, hold the “control key” on the computer keyboard and click each of the desired names. The names will be highlighted in yellow once chosen. Highlight the patients that need to move to the Custom list. Location List Custom List Select All De-select All

15. After patients are selected to move to the Custom List, open the Custom List (My Patients) tab. Often, the patients may not show on the Custom List until the Refresh Button is used to refresh the screen. The patients which were highlighted will then appear on the Custom List. To remove a patient from a Custom list, highlight the patient, and choose the icon with the red “X” next to the figure. Do not use figure with the yellow (*) to add patients to your list. Always choose your custom list patients from the location list. Remove all patients from your custom list at the beginning of each shift. Start with a blank custom list to insure the proper encounter is selected for the patient. Icon to remove highlighted patient

16. Establishing a Relationship The first time CareCompass is accessed and as new patients are added, the “Establish Relationship” window will open. To use the full CareCompass functionality, a relationship must be established with each patient. All new patients--patients with whom the staff has not previously established a relationship--will appear in the list with a check before the name. From the dropdown, choose the appropriate relationship. Then choose “OK.” New patients Relationship