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List Maintenance 4) Click your custom list tab. 2) Click Reports.

5) Click the Paste icon from menu bar. 3) Click the appropriate checkbox to select a
Add a Location List to your Organizer report type.
Add a Patient to a Custom List 4) Click Print. Results Review
Location lists are automatically updated by the
registration system and include all patients in a 1) Select a custom list tab. View Results
clinical unit. 2) Click the Add Patient icon to open the Note: Reports can only be viewed in printed
form. They cannot be displayed electronically. Click on a result to display the normal range in
1) Click the List Maintenance icon. Patient Search window. the lower left corner of the screen. Double-click
2) Click New. 3) Enter the patient’s name, MRN, or SSN. The From date can be set as far back as
seven days prior to the current date. on a result to display result details and
3) Select Location. 4) Click Search. comments.
4) Click Next. 5) Double-click the patient name to add it to
5) There are two listings for UPMC the list. Find Patient Chart Change Search Criteria
Presbyterian Shadyside, double-click the 1) Click the Find Patient icon on the toolbar. Most flowsheet tabs default to last 7 days.
first one. Remove Patient from Custom List 2) Search by name, MRN, or SSN. To change the search criteria:
6) Double-click the appropriate Building. 1) Select the custom list tab. 3) Click Search. 1) Right-click on the search criteria bar.
7) Double-click the appropriate Unit. 2) Click the patient name to be deleted. 4) Click the patient’s name. 2) Click Change Search Criteria.
8) Click Finish. 3) Click the Remove Patient icon. 5) Click the appropriate visit (encounter). 3) Select the desired Result Lookup criterion.
9) Highlight the selected unit on the Available 6) Click OK to open the chart. You can search by Clinical Range,
lists side of the window. Printed Reports Posting Range, Result Count, New
10) Click the Arrow button to move the Results or Admission – Current.
Rounding List Refresh Patient Chart
selected unit to the Active lists side of the 4) Click OK.
You can print a list (5-8 patients per page) that Click the As Of button to refresh the data
window.
includes patient demographic and encounter displayed. This will ensure that you are viewing
11) Click OK. Graph Results
information. For example, patient name, data available as of the time displayed on the
As Of button. 1) Click the gray square to left of the result
Create a Custom List location, attending physician name, and name.
Custom lists are not maintained by the medical service. The list does not include any
registration system. You must add and remove clinical data. You may find the list useful when Banner Bar (Identification bar)
A checkmark will be displayed on the
patients from your custom lists yourself. making rounds on the nursing units. The banner bar has three hyperlinks that allow
square and the result name will be high-
1) Click the List Maintenance icon. 1) Click Task on the menu bar. you to quickly access additional information.
lighted.
2) Click New. 2) Click Reports  Click the patient name to display Patient
3) Select Custom. 3) Click the checkbox next to Rounding Demographics.
4) Click Next. Report II.  Click the location to display the patient’s 2) Click the Graph icon on the toolbar to
5) Type a name for the custom list. 4) Click Print. Visit History. display the graph for the selected result
6) Click Finish. 5) Click OK.  Click Allergies to display the patient’s type.
7) Highlight the list name on the Available allergy information.  By selecting multiple procedures, you
lists side of the window. 36-hour Patient Summary/Patient can graph several tests at the same
8) Click the Arrow button to move the Health Insurance List Results Legend time.
selected list to the Active lists side of the You can print a 36-hour summary from within a  Blue text – new results  Clicking on the Combine button on the
window. patient’s chart or, for one or more patients,  Red text – abnormal low, high, or critical graph window will merge multiple
9) Click OK. from the Organizer. results graphs.
 Black text – normal results that have been  Each circle on a graph represents a
Copy & Paste Patients from Location To select more than one patient from the reviewed and bookmarked specific result value. Click in a circle to
List to Custom List Organizer, click on one patient name then  N – a note from the laboratory or a system review the details for the
press and hold the Ctrl key while clicking each alert is attached to the result. Double-click
1) Click the location list tab on the Organizer. corresponding result.
additional name. Each patient’s name will be the result to display result details and the
2) Click the patient name that you want to 3) Click Print for a paper copy of the graph or
highlighted. To select all patients on a list, click Comments tab.
add to the custom list. To copy more than Close to close the graph window.
Patient List on the menu bar and choose
one patient, press and hold the Ctrl key  C – corrected value; double-click the result
Select All Patients. Change Display Settings
while selecting each additional patient. to display details in the Result History
Each selected name will be highlighted. window.
After patient names are highlighted:
3) Click the Copy icon on menu bar. 1) Click Task on the menu bar.
Results can be displayed in Table view, Group using the All Clinical Data tab or the Clinical 2) Select Patient List from the menu bar,
view or List view. Click in a radio button to Notes tab. then click Properties.
change the view. 1) Click the Clinical Notes tab. 3) Click the Proxy tab and click New.
2) Double-click the Notes folder. 4) Click Provider and type the name of the
3) Click the plus sign (+) to open notes person to receive your list.
contained in the folder. 5) Click the dropdown arrow under Access
4) Double-click on a note to view the note. and select Maintain.
Table view – lists procedure names down the
side, date and time across the columns
5) Notes can be sorted by type, for example,
H&P, Progress, or D/C Summary, by date,
6) To select an end date, click the dropdown
arrow to the right of the To field and select
eRecord
Group view – lists categories and dates down
the side, procedure names across the columns
or by encounter. an end date. Click in the field to the right of
the dropdown arrow to enter a time. Click
Results Review
List view – results are displayed in the same
format as the List View Flowsheet Med Profile
Apply, then OK. Setting an end date is
optional. (PowerChart)
Click the Med Profile tab to review patient
Viewing Microbiology Results medications. The Med Profile is not an
electronic Medication Administration Record
7) Notify your colleague that a list has been
proxied so that they can activate the list to for
Microbiology results can be reviewed on the All display on their Organizer.
Clinical Data tab, the Lab tab, or the Micro tab. (MAR). Please refer to the paper copy of the
MAR for administration information. Adding a Proxied List to your
CLINICIANS
Micro tab Medication(s) Being Given Organizer
 Displays results from the past 30 days Current - meds that have been ordered during Before you can view a list that has been Quick Reference Guide
 Results are listed in date order, beginning an inpatient admission. proxied to you, you must add it to your Revised 9/07/05
with most the recent. Past – meds that have either been Organizer.
discontinued or completed. 1) From your Organizer, click the Patient List
Microbiology results older than 30 days must menu.
be viewed on the All Clinical Data or Lab tabs. Prescription(s)/Home Medications
2) Choose List Maintenance.
Click the Microbiology Navigator bar to display Current – active outpatient medications
3) Click the list from the other user.
microbiology results when viewing the All Past – outpatient medications that have either
4) Click the right-pointing arrow to move the
Clinical Data tab. been discontinued or completed
list from the Available lists side of the
window to the Active lists side of the
Patient Information tab window.
1) Double-click on the result to display result The Patient Information tab has the following 5) Click OK.
details including susceptibilities. sub-tabs: Patient Demographics, Visit History,
Clinician Info, Allergies, Problem List, Disabling a Proxy
Procedures, and Immunizations. When you no longer need a list proxied to you
List View Flowsheet by another user, you can remove the list from
Clinician Info tab your Organizer.
The List View Flowsheet tab displays the event This tab can be used to view PCP information
date, procedure name, result, and reference 1) From your Organizer, click the tab of the
and an audit trail of users who have opened proxied list.
range in one row. this chart.
1) Click the List View Flowsheet tab. 2) Select Patient List from the menu bar, and
2) Double-click on a result to display result choose Properties.
Allergies 3) Click the Proxy tab.
details. Allergies can be viewed by clicking the allergy
3) Click on the Event Date cell to change the 4) Click on your name in the proxy pane.
link in the banner bar or by using the Allergies 5) Change the To date to any date in the past Telephone, logon, and password support:
display from Reverse Chronological to tab, located under the Patient Info tab.
Chronological order. and enter a time.
6) Click Apply, then OK. ISD Help Desk: 412-647-HELP (4357)
4) Click in the Event cell to sort procedures
Proxying a List to Another User UPMC Infonet:
alphabetically by name.
Patient lists can be shared by two or more http://eRecord.infonet.upmc.com
Clinical Notes tab users by using the proxy function.
1) From the Organizer, click on the tab of the E-mail: eRecord PowerChart@upmc.edu
Notes and reports that have been transcribed
and PowerNotes can be viewed in PowerChart list you would like to proxy.
 2005 University of Pittsburgh Medical Center