Pump Charting in CC

SmartPhrases - BASIC PUMP PREP	Purpose
DcccPumpPrepBasic	Any DCC Diabetes Educator completes basic pump prep checklist prior to transferring patient to a pump educator. View video.
DcccPumpEducationIntroduction	Instructor records patient attendance at Intro to Pump Education Session (class or 1:1)
DcccPumpTransfer	DCC Diabetes Educator permanently transfers patient to a DCC Pump Educator
DcccPumpCPTReferral	DIP to temporarily refer to RRDTC CPT for new pump preparation
ADDITIONAL NOTES: BASIC PREP	- Connect Care: To find the last note easily, under "Reason for visit" (Rooming or Nutrition Tab) type in Basic Pump Prep. It will say "no matches found" then click the new grey button that says "+Add basic pump prep as free text". When you next look at Chart Review > Encounters you'll see "Basic Pump Prep" under "Chief Complaints". -Connect Care: Consider editing the text on the side of the Basic Pump Checklist to add the date completed, in bold. - INTRO TO PUMP: Do not send educators a report after this class; do chart the class and chart N/S as documentation encounter. Patients self-book Intro Class by calling 403-955-8146. No referral. - Intro to Pump Class Instructors, see "FINDING" your class patients below under Additional Pump Start Processes, and as well, click here to learn how to chart groups. - List of AHS IPTP Designated MDs is here, under Refer > Diabetes Centre Calgary (non-pregnant)

SmartPhrase- ADV PUMP PREP	Pump Educator Purpose
DcccPumpPrepAdv	Advanced pump prep checklists for pump educator, after basic prep is done.
DcccPumpPrepOnPump	Patient already on pump and wants IPTP.
DcccPumpStartOrders	Request for pump orders, new to starting pump. Create a Documentation encounter; reason for documentation is "Pump Orders Requested". View video. To later find the MD approval or comments in the chart, view this video. Or, you may copy the reply and create a new documentation encounter called "Pump Orders Approved".
DcccPumpInstructionsDoses	Patient instructions: Start date & doses for Omnipod
DcccPumpMedtronicStartInstructions	Patient instructions for MEDTRONIC pump start: Start date, time, doses & education links.
DcccPumpOmnipodStartInstructions	Patient instructions for OMNIPOD pump start: Start date, time, doses.
DcccPumpTandemStartInstructions	Patient instructions for TANDEM pump start: Start date, time, doses & education links.
DcccPumpReminders	Pump start reminder call, 1.5 to 2 weeks prior pump start by the usual pump educator.
DIP PUMP NOTES
CLASSES "Overbook" spots: inBasket CGY RRDTC Diabetes Educators Scheduling. Ask that the booking notes include your DIP clinic name and "DIP pregnant" or "DIP Pre-conception". INDIVIDUAL Pump Starts: Inform Caroline & Ed. Consultants that a DIP on-call is needed. Under booking notes include your DIP clinic name and "DIP pregnant" or "DIP Pre-conception". Book 1/2 hour for afternoon of Day 1, 2, 3 into your DIP clinic. Use .dcccPump123 to chart.
ADDITIONAL NOTES: ADV PREP
See Additional Pump Charting Processes below for BOOKING pump starts, for CREATE a pump trainer quickpick, and for ORDERS (requesting and finding). Chart in CC that the person is receiving IPTP (Problem list > Type 1 Diabetes > Amb Sf Diabetes Patient Level Save IPTP Eligibility form (& patient responsibility form) to Media under "Insurance"

SmartPhrase- PUMP TRAINING	Certified Pump Trainer Purpose
DcccPumpTrainingVerification	The assigned CPT, checks for and prints off pump start orders one week prior the Tuesday pump starts (both class and 1:1)
DcccPumpStart	CPT documents formal pump training, including upgrades. See video. Send report to MD & pump educator.
DcccPump123	CPT charts afternoon FU of Day 1, 2, 3 for new pump starts. See video. Send report to MD & pump educator.
DcccPumpUpgradeCompleted	CPT charts class or individual upgrade training (3 hours).
DcccPumpU200short	For "additional instructions" under Pump Settings when using U200 in pump
ADDITIONAL NOTES: PUMP TRAINING	See Additional Pump Charting Processes, below for FINDING your class or indiv pump start patients, CHARTING and ORDERS. Complete brand specific training checklist and attach to chart under Media. Complete brand specific reimbursement form. If Tandem, add training checklists to reimbursement folder. When charting U200 in pump, use for Title of Pump Settings: U200 as programmed into (brand) pump. See additional instructions. (where you've used smartphrase .dcccpumpu200short)

SmartPhrase- FOLLOW UP	Pump Educator Purpose
DcccPumpQuick	Quick touch base with checkboxes for common items advised.
DcccPumpFUorIPTPReview	For regular pump FU or Annual Pump Review. View video.
DcccPumpUpgradeInstructions	Patient Instructions for any brand pump upgrade -class or indiv (3 hrs).
DcccPumpCPTReferral	Temporarily refer to CPT for DIP Adv Pump Prep or indiv upgrade (3 hrs)
DcccPumpU200short	For "additional instructions" under Pump Settings when using U200 in pump
Tips:	If you need an indiv upgrade outside of upgrade classes that cannot be done by the company CPT, please contact Bevy and Caroline (both). Thanks. When charting U200 in pump, use for Title of Pump Settings: U200 as programmed into (brand) pump. See additional instructions. (where you've used smartphrase .dcccpumpu200short)

BOOKING Pump Classes and Indiv Pump Starts
(DO NOT visit the specific educator's schedule)
- Go to "View Schedules" in CC
- Choose Department: CGY RRDTC Diabetes Educators (top left)
- Choose symbol of one person's head in front of a calendar (near top right)
- Choose 7 or 10 as the number beside that symbol
- Bottom left, click the button that says "Combine Departments"
- Click "clear" under Providers on left (so it is empty)
- Select Provider on left. Type one of the following:
  - Indiv (CGY RRDTC Diabetes Any Indiv Pump Class e.g. 1:1, will show)
  - Medtronic (CGY RRDTC Diabetes Medtronic Pump Class will show)
  - AutoMode (CGY RRDTC Diabetes Automode Pump Class will show)
  - Omnipod (CGY RRDTC Diabetes Omnipod Pump Class will show)
  - Tandem (CGY RRDTC Diabetes Tandem Pump Class will show)
  - Upgrade Classes
    - CGY RRDTC Diabetes Upgrade Medtronic
    - CGY RRDTC Diabetes Upgrade Omnipod
    - CGY RRDTC Diabetes Upgrade Tandem
- You should see numerous options and dates for that class show in the middle. If the class has a number inside a coloured bar, that is the number of openings left in that class. If a class has a "0" (zero) there are no openings left.
- Double click into the coloured bar of the class you want (that has openings)
- Find and choose your patient name
- Choose visit type: Pick the most appropriate (indiv pump starts will still pick one to identify brand)
  - GROUP - Medt Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 180.
  - GROUP Visit [choose for AutoMode class. Change length to 75 minutes}
  - GROUP - Tandem Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 180.
  - GROUP - Omnipod Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 180.
  - Upgrade classes choose VT - Group
- Complete the rest of the steps as usual for booking an appt.
- (Unclick "combine departments" bottom left and choose your current department again up top, left - to get back to your usual setup).
CHARTING Group Classes - including class of "1" for Indiv Pump Starts. See detailed Instructions for Documenting groups that was updated Feb 7, 2024.
CREATE a Pump Educator/Pump Trainer quick pick list for Viewing Schedules quickly Video, (2 min)
BOOKING an individual 3 hr pump upgrade - please contact both Bevy and Caroline. You can identify potential days in the schedule as they will be marked as "nothing" but these need to be verified and booked by Bevy and Caroline. Thanks.
FINDING your "class" patients, even if indiv pump starts.
This involves the same first steps as charting for that class.
- Use the "Schedule" view in Connect Care.
- Click date of the class. If you don't see a calendar, click the small black triangle beside your name, and click the black pin.
- Choose Department (under the calendar): CGY RRDTC Diabetes Educators
- In the left triangle of resources, somewhere under your name, click on the small black triangle to the left of the CGY RRDTC Diabetes Educators. You will now see all of your co-workers names and all the class names for that department. Click the one you are teaching and the name(s) appear.
  - CGY RRDTC Diabetes Any Indiv Pump Class. (This a class of 1 person)
  - CGY RRDTC Diabetes Medtronic Pump Class
  - CGY RRDTC Diabetes Automode Pump Class
  - CGY RRDTC Diabetes Tandem Pump Class
  - CGY RRDTC Diabetes Omnipod Pump Class
  - CGY RRDTC Diabetes Upgrade Medtronic
  - CGY RRDTC Diabetes Upgrade Omnipod
  - CGY RRDTC Diabetes Upgrade Tandem
- Print yourself a paper list, if it is more than one person. The "Print" button is close to the 'Logout' button, top right.
ORDERS - requesting:
- Create a new encounter > Documentation
- Reason for encounter > Pump Start Orders
- Use smartphrase .DCCCPUMPSTARTORDERS
- Input the orders into Insulin Instructions/Pump Settings as Name:
  1. Pump Settings (brand)- Awaiting approval
  2. Pump Settings (brand) Approved– pending start (or awaiting start)
- Communications Tab > + add endo's name > Send all notes > send at sign visit
- Add Visit Dx, sign
ORDERS - viewing Video (3 min).
- If via InBasket, you will get a reply in your inbasket AND the reply will be attached to the patient chart (click once on the documentation encounter it was sent from to see your original order request, scroll down that note to "communications" and click to read the MD comments. )
- If via fax, check Chart Review > Media (sometimes might be in Referrals by mistake)
- See video in the section above ORDERS: Finding pump start orders
- Input the approved orders into Insulin Instructions > Pump Settings as Name: Pump Settings Order Approved– pending start.

Pump Charting in CC

BASIC PUMP PREP

ADVANCED PUMP PREP

PUMP TRAININGS

PUMP FOLLOW-UP

ADDITIONAL PUMP CHARTING PROCESSES