1 StarPanel How To Create a Panel and More. 2 Presentation Overview: What are Panels and How They work How to : Create a panel Add a patient to a panel.

1

StarPanel

How To Create a Panel and More

2

Presentation Overview:

What are Panels and How They work How to :

Create a panel Add a patient to a panel View HEO/WIZ scratch census in a panel Use auto -copy features Manage access to panels Quick way to give access to a panel

What are Panels and How Do They Work

3

o Owner/creator of a panel can o Read (see the panel)o Add and remove patients and o Delete or rename the panel and o Grant access to others to use the panel

o A panel can beo a list of patients with appointments in Epic for a specific

provider, o a list of patients with a specific diagnosis, o your inpatient scratch census can display as a panelo a list you create on the fly by adding patients individually

4

Create a Panel

To create a panel, click on panels from Pt list or from white tab 1

5

Create a Panel (cont.)

Select “create panel” and lower frame will load 2

4

Name the panel and click ok

The panel will now appear

3

6

To Add Individual Patient to a Panel Easily: Customize Your Actions Menu

Click on Actions menu and select “Customize” 1

Click on “Install new Actions” 3

Click on “add to panel” and *remove*

2

7

…Now, Add a Patient to a Panel

Click on the Actions menu and select “Add to Panel”

1

Select the panel you just created to add the patient

2

8

Auto-Copy Features

Allows user to manage which panels get updated

Auto updates every few hours

9

How to Auto-copy Between PanelsSelect Panel tab

1

Click on “Automatically copy patients between panels”2

Select the scratch census to auto-copy to the panel you created

3

10

How to Stop Auto-copy

The line will disappear once completed

Click on “Automatically copy patients between panels”

1

Select blue link “stop auto-copy” on the panels you want to stop this function

2

3

11

Manage Access to Panels How to Grant Access to a Panel

Click on the Panel that you created 1

Enter by last name Check boxes for specific AccessClick OK to grant access

2

Will receive confirmation screen 3

12

Click on the Panel you just created and select the “Remove granted access” option

Search by user ID, click OK, and select “Revoke access”

4

5

Manage Access to Panels How to Remove Access to a Panel

13

HEO/WIZ Scratch Census and StarPanel

Users can:Set up their scratch census or secondary scratch in HEO/WIZ and see it as a panel in StarPanel

Still access same panel features as any other panel

14

A Quick Review of Inpatient Scratch Census

First link to a census by selecting “Modify census” from Wiz/HEO

1

2

4

3

15

Link to Secondary Scratch Census 1

Then, link to a census

2

First switch to secondary scratch census by selecting “Modify Census” from WIZ/HEO

16

Secondary Scratch Census in StarPanel

Click on Scratch census in black bar and select “Show your secondary scratch census”

3

Click on “Refresh” to see secondary scratch census

4