Pump Charting in CC

Pump Charting & Processes

 

  1. Charting Group Classes - any size "class" including class of "1" for Indiv Pump Starts 
    • This includes indiv pump start e.g. class of "1" patient in CGY RRDTC Diabetes Any Indiv Pump Start. 
    • See detailed Instructions for Documenting groups that was updated Feb 7, 2024.
  2. 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 "Open slots" near the top left
    • Click date of the class. 
    • Click on the small black triangle beside the department CGY RRDTC Diabetes Educators (midway down the column on the left, below your name)/ 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 Medtronic Pump Class  
      • CGY RRDTC Diabetes Automode Pump Class 
      • CGY RRDTC Diabetes Tandem Pump Class 
      • CGY RRDTC Diabetes Omnipod Pump Class 
      • CGY RRDTC Diabetes Any Indiv Pump Class. (This a class of 1 person)
    • Print yourself a paper list, if it is more than one person. The "Print" button is close to the 'Logout' button, top right. 
  3. Charting Notes, Smartphrases 
    • .DCCCPumpEducationIntroduction - Intro to Pump 
    • .DCCCPumpCptReferral - Referral to CPT temporarily for upgrade trainer or other
    • .DCCCPumpPrepBasics (2 min) 
    • .DCCCPumpTransfer - transfer from DM educator to pump educator 
    • .DCCCPumpAdvPrep 
    • .DCCCPumpPrepOnPump - already on pump and wanting IPTP
    • .DCCCPumpStartOrders (2 min)
    • .DCCCPumpInstructionsDoses - insulin day before, pump doses, DKA instructions 
    • .DCCCPUMPTANDEMSTARTINSTRUCTIONS -  insulin day before, pump doses, DKA instructions 
    • .DCCCPumpTrainingVerification (CPT week before start and send to MD/educator)
    • .DCCCPumpStart (4 min) - CPT training day
    • .DCCCPump123 (4.5 min) - CPT calls days 1, 2,3, please route to regular pump educator
    • .DCCCPumpFUorIPTPReview (5 min)
    • .DCCCQuick
    • Edit number of columns showing in glucose table in chart note (< 2 min)
    •  
  4. 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:
      • Intro  (CG RRDTC Diabetes Intro to Pump Class will show)
      • Medtronic   (CGY RRDTC Diabetes Medtronic Pump Class will show) 
      • AutoMode   (CGY RRDTC Diabetes Automode Pump Class will show) 
      • Tandem   (CGY RRDTC Diabetes Tandem Pump Class will show) 
      • Omnipod  (CGY RRDTC Diabetes Omnipod Pump Class will show)
      • Indiv (CGY RRDTC Diabetes Any Indiv Pump Class will show) 
    • 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
      • For Intro to Pump choose this visit type
        • GROUP - IPT Education Class
      • For pump starts, choose one of these following visit types. Adjust length if needed. 
        • GROUP - Medt Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 120. 
        • GROUP - Medt AutoMode
        • GROUP - Tandem Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 120. 
        • GROUP - Omnipod Insulin Class. Note, if "Indiv" (1:1) change LENGTH to 120. 
    • 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). 
  5. Create a Pump Educator/Pump Trainer quick pick list for Viewing Schedules quickly Video, (2 min)
  6. 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
  7. 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.
  8. PUMP ANNUAL REVIEW and Pump Status (4 areas) 
    • 1. Each encounter- Visit Dx: Counseling for Insulin Pump (click database lookup if needed; you can enter more than one visit Dx)
    • 2. Once only: Problem List  
      • Presence of hybrid closed-loop insulin pump system 
      • -or- Presence of Insulin Pump 
    • 3. Once only: Medication Review > Insulin Pump - name of insulin. (Search insulin pump in database lookup. Admelog, Fiasp and Trurapi have been requested, might not be there yet.)
    • 4. For IPTP ANNUAL REIVEW: (see Image or video) 
      • Problem List  > Type 1 Diabetes >Overview > Diabetes ... Amb Sf Diabetes Patient Level
      • > Record "yes" to being in Alberta Health Insulin Pump Therapy 
      • > Record date of most recent annual review 
  9. Pump Trainer Communications: Trainers to send notes for pump starts & day 1,2,3 FU to patient’s regular pump educator
    • Via CC
      • Communications as usual
      • Type in the pump educator’s name
      • It will default to their In Basket (as a CC’d chart) where they can read and click “Done”
    • If the regular pump educator (SHC team) is not in CC then...
      • Communications > Free Text. Fill in these 2 fields with free text:
      • Name: RRDTC DCC please put into Soprano
      • Fax Number: 403-476-9626
  10. Attachments Attach in Media Manager (video for Media Manager 2 min) as: 
    • IPTP Patient Agreement & IPTP Eligibility Form
      • Media Manager for patient
      • Under MRN, click arrow, select "Choose an Encounter" (pick the one you had or will have with patient)
      • Incoming Document = Insurance/Coverage 
      • Description (free text):  IPTP Patient Agreement -or -  IPTP Eligibility Form
  11. Change Visit Type to Pump Annual Review Video (1 min) 
    • Appt Desk > Click on appt > below choose 'Change Appt' > Choose visit type 'Insulin Pump - Annual Review'.