Christine Smith Stetler, RN, CPC
MD Solutions, Inc
Concepts Covered
 Preparation- what should you do NOW
 Engaging providers early
 Note based Physician Advisory Group
 Tips regarding analysis of your current configuration
 Translating your current build into v11
 v11 Note building features you should take advantage
of
Take a deep breath……
You cannot find peace by avoiding
life.
Virginia Woolf
Before You Board the Plane, Train, Bus
or Car to Illinois, North Carolina, etc
 Lay your own mental groundwork
 Know your site’s workflows

Visit, visit, visit- you will be surprised
 Know the frequently used Note Definitions
 Review notes- by specialty, by ‘super’ users and ‘semi’ users, etc
 Know the frequently used Text Templates
 Know the frequently used Mtemplates
 Know any specialized usage of Note (to create requisitions, to
fax specialized documentation, etc)
 Review all of your open cases in SupportForce- focus on those
related to Note and listed as ‘future version’
 Write your questions down- have them for class
RIGHT NOW
 If you use or purchased Forms
 Go look at them NOW!!!!!
 ‘Wrangling’, centering, aligning—these are all concepts
you will use in Form development
Once you’ve Deplaned, Detrained,
Debus’d, Decar’d……
 GET INTO YOUR TEST SYSTEM AND
REBUILD WHAT YOU DID IN TRAINING
 Why?
 Well, I didn't put an expiration date on the
sentiment, but I figure it's got the shelf life of
a dairy product. It's going to start to curdle in
about a week
Sarah Jessica Parker as
Carrie Bradshaw, Sex and the City
NEVER TOO EARLY
 Host ‘lunch and learns’
 Host a coffee bar
 Start getting v11 Note in front of the providers and staff as
quickly as possible
 Start with ‘wow’ factors first
 Forms reading left to right
 Multiple outputs available
 Chart tabs at their fingertips while in NAW
PAG/PUG Note Decision Makers
 If you have a PAG/PUG start here
 The Note PAG/PUG should hold the respect of their
peers and a strong interest in Note
 Your site visits mentioned previously should include
keeping your eye on potential candidates
 Group Decisions: ROS, PE (Brief Forms), Auto
Config, workflow
 Specialty Based Decisions: HPI, PE (Comprehensive
Forms), Procedure Forms, Plans
PAG/PUG Note Decision Makers
 Develop a Project Plan
 Be specific in what is needed from the PUG/PAG
 Review
 Mark up
 Feedback
 Develop a Communication Plan/Strategy
 Shared communication site (ex. SharePoint)
 E-mail review
 SCRUM
 Meetings
Reviewing Current Configuration
 SSMT, SSMT, SSMT
 Document Types

Sort by Active/Review with PAG/PUG
 Templates

Sort by Specialty/Review with PAG/PUG
 Know what is actually being used
 Custom report writing
 Analysis of chart notes
Reviewing Current Configuration
 ‘Low Hanging Fruit’
 Review screenshots and rendering of current ‘common’
office visit
 Close review of ROS and PE for ‘quick wins’ in Form
review/development
 Procedures- screenshots rendering of templates or deindentified samples of transcription
 What’s ‘Loved’, What’s ‘Hated’ and What’s ‘Loved to
Hate’….
 Look for frank commentary from PUG/PAG
Translation to v11
 Document Types- will move smoothly
 Text Templates- will move- CAUTION advised
 Behavior of Text Templates in v11 not exactly like v10
 Give strong consideration to change over to Forms
 Mtemplates- Medcin yes/Template no
 Mtemplates are now forms
 Forms give the ability to create labels, use Medcin and
use free text
 Medcin rendering can also be edited to something more
clinician friendly
Translation to v11
 Text Templates
 Still called ‘Text Templates’
 Do not have the same ‘feel’ in v11
 The Text Template ‘fall back’ option may not be needed
 Mtemplates
 Essentially now Note Forms
 ‘Deep Dive’ GONE, left to right horizontal set up
 No longer ‘married’ to Medcin’s exact verbiage
 Note Definitions
 Now Note Templates
 New TOC Options
 Misc Sections now need to be translated- start mapping

Up side- you can add your own note sections- USE CAUTION
Translation to v11
 Do Not Work in a Vacuum
 Work with PAG/work on expediting approvals
 Ask PAG members to offer to ‘take call’ for quick
questions
 Work on the Quick Wins/Heavy Hitters FIRST
 ROS
 PE
 Procedures
 Do not get ‘hung up’ on low use/high development
time forms
Tips & Tricks
 DEBUG- your new BFF
 Check your rendering AS YOU BUILD
 Quickly find rendering errors (typos, flow issues, ordering
issues, etc)
 SNIPPING TOOL- your second new BFF
 Better screen capture
 Capture only what you need to maximize visibility
 Allows more room for ‘mark up’ when presented to PAG/PUG
 CMT- your third new BFF
 Move newly developed forms easily between environment
 LOTS of Content- double edged sword as it can get
excessive to go through it all