Rev. Nov. 12, 2014 1

P2P Manual for eCW Users

Contents

Sending Referrals (To Specialist) pg. 2

Receiving Referrals pg. 5

Adding Referring Provider’s Structured Medical Data pg. 6

Sending Consult Note (From Specialist) pg. 7

Sending a Patient Record pg. 8

Messaging pg. 10

Support

If you have any questions, please contact:

Dr. Laura Hill, eCW/P2P Physician Support – 922-0400, laurashea@mac.com

Deb Kimball, Physician Liaison/P2P Education – 935-3388, dkimball@mhc.net

Renee Gerrie, eCW Support – 935-6558, rgerrie@mhc.net

Websites

munsonhealthcare.org/P2P

jointhenetwork.com

Rev. Nov. 12, 2014 2

Sending Referrals (To Specialist)

1. Click … next to Provider

3. Select provider. Click OK.

2. Select P2P Providers

Rev. Nov. 12, 2014 3

4. Type brief REASON FOR REFERRAL. Do NOT exceed visible area as this is what referring provider sees when the referral is opened. Note if you want specialist to schedule patient’s appointment.

5. If more clinical detail

is needed than what is

included in referral HPI

and Reason for Referral

line: Click on Notes tab,

then type more

information in Clinical

Notes.

Rev. Nov. 12, 2014 4

Shows number of attachments

6. Click on Attachments

button.

Select attachments: labs/

x-rays/ progress note.

Check “Attach CCD/CCR”

box.

CCD/CCR: Clinical Care

Document/Record

If sending Progress Notes,

uncheck “Attach Medical

Summary “as it includes

the same information and

is a large amount of

information for the

referring provider to read.

8. Click Send Referral

7. Click OK.

Send Referral button

will turn green if sent.

Can also confirm sent

by going to R jelly bean

and checking outgoing

referrals.

CCR: The CCR will not

transmit successfully

unless the medication list,

allergy list, and problem

list are verified prior to

sending the referral.

Rev. Nov. 12, 2014 5

Receiving Referrals

1. To access Incoming Referrals, click

the letter “R” next the R jelly bean.

Once you open the

referral, you can match to

an existing patient or

register a new patient.

You will be prompted to save incoming referral documents into the

Patient Documents area. They will be automatically filed into the

“ECW P2P Documents” folder. They can easily be re-filed by

dragging and dropping into a different folder.

2. eCW P2P Documents folder

Rev. Nov. 12, 2014 6

Adding Referring Provider’s Structured Medical Data to Your EMR

2. Click DRTLA tab

When the patient arrives for the

appointment, the provider can view and

optionally import the structured data

elements by clicking on the DRTLA tab,

then CCR link.

Note: This can potentially save a lot of

time as the provider does not need to

re-enter these data elements.

3. Click CCR

4. CCR

1. Open Progress Note

5. Click on blue arrows to pull over desired date

into patient record

Rev. Nov. 12, 2014 7

Send Consult Note (From Specialist)

1. From Progress Note, click on SEND button

4. Select P2P provider

2. Check box. Defaults to Fax; click on Fax and select eTransmit

3b. Select “Northern Michigan” 3a. Select P2P Providers

5. Click Send.

6. Receive confirmation.

.

Rev. Nov. 12, 2014 8

Sending a Patient Record

1. Click “Send eCW P2P

Patient Record”

2. Select Patient by clicking on “…”

3. Select Provider by clicking on “…”

4. Type Subject

5. Type a message or use the “…” next to

Message: to use a customized message.

6. Click Attachments

Rev. Nov. 12, 2014 9

9. Click Send

7. Select attachments:

labs/ x-rays/ progress

note.

Check “Attach CCD/CCR”

box.

If sending Progress Notes,

uncheck “Attach Medical

Summary “as it includes

the same information and

is a large amount of

information for the

receiving provider to read.

8. Click OK.

Rev. Nov. 12, 2014 10

Messaging To send a message to another provider within the P2P network:

Note: attachments can’t be added to messages; use “Send the eCW P2P Patient Record” option instead. Also, messages sent through this method do not become a part of the patient’s record. Instead, send a referral or outgoing patient record to send records that can be attached to a patient’s chart.

1. From M jelly bean, click “Create eCW P2P Message”.

2. Click “…”

3. Select provider from Address Book

4. Click OK

5. Type Subject

6. Type a message or use the “…” next to

Message: to use a customized message.

7. Click to Send

Only use Messaging AFTER

asking provider if OK to

communicate via P2P

Messaging.