1. Train-the-Trainer 1&2 Update January 30, 2015

2. Attendance Barb Donaldson Julie Hesketh Alex Henteleff Helena Wall Tatenda Bwawa Carolyn McCusker Carrie McDuff Cathy Johnston Dawn Winter Kristal Plaetinck Lynn Klassen Semeniuk Corinne Adams Rayeann Sobetski Terri-Lynn Archambault Wanda Gosselin

3. Agenda Updates to the Website – Can you connect to the website? – Updates to QRCs Privacy training Checklists to use for preparing for training Panorama Release this weekend WRHA Practice Issues arising from Panorama Inventory Practice Exercise

4. Updates to the Website Can you connect to the website? – Northern has access now Changes coming to Quick Reference Cards – We are using the TTT to get feedback and on the QRCs 0.2 Setting Defaults is being separated into 2 cards: one for Panorama defaults and one for immunization defaults

5. Privacy Training What is it? – Update training on the privacy and personal health information standards when changing to Panorama Why is it required? – When RHAs signed the Information Sharing Agreement with Manitoba Health it contained a requirement that all Panorama Users sign a Terms of Use Agreement acknowledging their responsibilities – There are changes to personal health information collection and use from MIMS Clients have a right to ask that their information be masked in Panorama using a Disclosure Directive Clients can ask for a report of who has accessed their information MB Health has audit capabilities

6. Privacy Training Who will provide the training? – MB Health will deliver a Train-the-Trainer presentation targeted to regional privacy officers and public health managers (or their designates) via webex A copy of the presentation will be available for local use – MB Health will deliver the user facing presentation as an example of what regions should deliver This presentation will also be available as a recorded webex on the panoramamanitoba.ca website

7. Privacy Training When? – Train-the-Trainer session for Privacy Officers and Public Health Managers (or designates) Tuesday February 10: 1:00 – 3:00 pm via webex – Details to be sent from MB Health – User facing presentation for Panorama Users Wednesday February 11: 1:00 – 2:00pm via webex – Details to be sent from MB Health – Both presentations will be converted to Youtube videos and will be posted on the Panorama Manitoba website

8. Privacy Training What is the content of the training for Panorama users? Differences between MIMS and Panorama Security Audits in Panorama Terms of Use Agreements Disclosure Directives What are they How will you know if there is a disclosure directive on a client? How do you “break the glass” to see the client information? What are the appropriate reasons to “break the glass” Implications for Public Health Practice

9. Checklist to Prepare for Training Checklist for contents of the training binder Checklist to prepare to deliver training

10. Panorama Release this weekend Panorama outage this weekend to add functionality and fix problems – Interfaces – Disclosure directives Panorama will be up on Monday morning Release notes will be sent with notice that Panorama is back up Release notes will be added to the website During our early days we expect to create releases approximately once a month to fix problems and enhance service – Users will be notified about outages and changes

11. WRHA Public Health Practice Issues arising from Panorama Some Issues that WRHA identified that require further discussion and may impact operating procedures: – In order to meet documentation standards, users should author a note when adding a Client Warning (? Develop a documentation Tip Sheet or update QRC) – Anatomical site defaults don’t show up in mass imms (Although this is not what we want, it is working as designed) – Official Registry Addresses should never be chosen as an option or deleted – Questions re: applying consent (who, how, what etc…) will be discussed at the Immunization working group (more info to come in the future) – More information to come in the future re: how to document immunization for other organizations in Panorama

12. Continued…. A consent can be returned to missing on the event worksheet if it is identified and corrected prior to the clinic date. The process will follow in QRC or Tip sheet? Process involves changing granted to refused and end dating for the same day. The next day it will revert back to missing. If it is the day of or after, it can only be changed to refused and will never return to missing on the event worksheet. The consent will, however be correct on the client record. Immunizations that are incorrectly documented and later corrected will not be reflected in inventory. To meet CRNM documentation standards, nurses will need to indicate RN or LPN designation whenever something is documented in a text box or comment field. More information will be provided in the form of a recommendation from the immunization working group as to whether initials, first initial and last name, full first and last name should be used

13. Inventory Practice Exercise Create 5 new requisitions. Refer to QRC 4.2 – Use your main holding point (see next slide) – Choose " next scheduled" – Order only 1 vaccine/order (refer to vaccines in the training environment) – Select a small amount to order( 5 sku s) Submit all requisitions. Record requisition numbers – Expect that it will take from 15 - 30 minutes for the status to change to approved Pick, pack and ship your requisitions. Refer to QRC 5.2 Remember to sign in with the MDA generic ID. Verify that all requisitions have change to the status "shipped"

14. SDL and Holding Points for Training RegionSDLHP – Main & defaultHP – Secondary Ordering & ReceivingViewing, Adjusting, Moving PMHBrandonBrandon 80071Killarney 80072 SouthernAltonaAltona 80077Portage 80050 NorthernThompsonThompson 80008Lynn Lake 80090 IEHRSelkirkSelkirk 80021Stonewall 80019 FNFisher RiverFisher River 20012Sagkeeng 20055 FNCross LakeCross Lake 20023South Indian Lake 20009 WRHARiver EastRiver East 80068Seven Oaks 80041 TTT2 & 3SelkirkSelkirk 80021Stonewall 80019