Panorama Trainer Update Meeting

May 29, 2015

Welcome and Attendance

Agenda1. Call for Additional Agenda Items 2. Training Environment Update3. Immunization Update

– Importance of maintaining school affiliation in Panorama– How to document multi site vaccines (ie; HBIg)– How to view name of ind who granted verbal consent when documented via a

mass imms worksheet. – Correcting agent and/or date of immunizations that were recorded incorrectly– Inactive clients– New QRC 1.13 Documenting Neonate High Risk for Hep B to Trigger Forecast

4. Inventory Update– QRC 0.0 renamed as QRC 4.0– Changes made to inventory QRC 4.5 View Inventory & QRC 4.6 Adjust Inventory– WebEx training sessions to review new Inventory QRCs (4.8 Physical Counts and

4.9 Returns)– QRC 4.10 Managing Adverse Storage Conditions

Agenda7. Request from App Admin to Cancel Resolved Remedy Tickets8. Website Updates9. Reports Update10. User Defaults and Orgs Presentation at next meeting11. Panorama Go Live Bulletin12. Roundtable – Resource Sharing 13. Next Meeting

Training Environment Update

• A green background has been applied to the training environment to assist trainers/users to differentiate between the 2 environments (training and production).

Immunization Updates Importance of maintaining school affiliation in Panorama•For report purposes, it is important to maintain school affiliation in Panorama under Occupation/Language•Will also affect Mass Imms worksheet

Immunization Updates How to document multi site vaccines administered at the same time (ie; HBIg)•Document the combined doses as one immunization and click “other specify” as the site •Document in the comment section that the dosage was administered as 3 separate needles - include which site was used and the dosage that was administered at each site •Q – how do we manage renal dose for dialysis?•A- we will test and respond

Immunization Updates (Cont.) How to view name of individual who granted verbal consent when documented via a mass imms worksheet. •Can view the name of the individual who granted verbal consent by clicking on the consent hyperlink•Cannot see who recorded the consent via mass imms (this will be rectified with the next upgrade) Correcting agent and/or date of immunizations that were recorded incorrectly•Request from Joan to delete the incorrect entry versus updating it and re-enter it correctly as a new entry.•Update NOT to be used for agent and/or date please•This is only an issue while MIMS is still in use

Immunization Updates (Cont.) Inactive Clients•Can be found when searching •Can document individual immunizations on an inactive record•Cannot add an inactive client to a mass imms worksheet and the forecaster will not forecast inactive clients

Solution – Temporarily change the status of the inactive client to “active” (by deselecting the inactive box) which will allow the Forecaster to run and/or will allow the user to attach the client to the Mass Imms Event Worksheet then change it back to inactive. Remember to note the reason why it was inactive in the first place so you can restore the record correctly. See QRC 3.16

•Notify clients to contact MB Health if the reason the record is inactive is because they are “lost to follow up”•We are working with Manitoba Health to reduce the number of inactive clients due to temporary work permits

Immunization Updates (Cont.)

New QRC 1.13 Documenting Neonate High Risk for Hep B to Trigger Forecast•Review and Demo (next page)

Inventory Update MINOR CHANGES

QRC 0.0 Adding New Inventory – Go Live•Has been renumbered to QRC 4.0 Adding New Inventory – Go Live

QRC 4.5 View Inventory Items•Highlighted need to view HPL details •Added text to the points to remember

See next slide for details

Inventory Update MINOR CHANGES

QRC 4.6 Adjust Inventory Items•Added to refer to 4.0 if new product or new lot number •Made an edit to one box•Added text to page 2 of the QRC

See next slide for details

Inventory Update NEW QRC 4.8 & QRC 4.9•Separate inventory training sessions have been set up for all trainers to review (June 4, 8 and 9)– QRC 4.8 Physical Counts – QRC 4.9 Returns

•Webex sessions will be open to trainers and users and will be taped for those who cannot attend

NEW QRC 4.10 Managing Adverse Storage Conditions•Need names of individuals to be trained on QRC 4.10•Plan to train this separately with small group or reps from each region

Request from App Admin

• Please cancel resolved remedy (help desk) tickets

• Please remind users to include contact info - especially when users work part-time or in more than one location

Website Updates• Some of the updates have not been made

due to staffing changes• We will prioritize to get the most up to date

changes on the website ASAP• Please let us know if you see discrepancies

or errors on the website

Reports Updates• We are in the process of testing the Mass

Imms Event Worksheet report and developing material to assist with interpretation and use

• We plan to launch the Mass Imms Event Worksheet report at the next meeting

User Defaults and Orgs

• Presentation and focused discussion will be held in a separate session• Trainers may wish to invite immunization

clerks who do data entry for other providers

Doodle poll to select preferred date and time:http://doodle.com/4xzykkkfuwhmteis

Panorama Go Live Bulletinavailable here

Roundtable –Question/Resource Sharing

NHRQ - when using Hep B 0.25 dose – what reason do we give for adjusting for 0.25 not given A- wastageQ – In View Inventory after the last dose of specific lot number has been given, it shows 0 balance. Will this always display?A – Yes. This has been identified as an issue and it will be removed with a new release (date unknown, but not soon)

•Held their “Health circus” – mass event – walk in Preschool Immunization clinic – went very well

- started with direct entry and then reverted to delayed entry (used paper documentation) due to time taken

Roundtable –Question/Resource Sharing

• SHSS– School Hep B 3rd dose, clerical from Steinbach(central clerk)

entering for other HPs and figured out how to decrement correctly

– Last training session next week– Issue with transferring data from Excel spreadsheet to upload

template related to DOB • resolved • Stacey Loeppky can be contacted for information as needed

– Q – will ASC functionality in Panorama replace MB Health paper report

– A - Yes

Roundtable –Question/Resource Sharing

PMH•Completed all training sessions•Completed direct entry mass clinic at school– Found that the process was slower– VPN access worked well

•Will be doing some regional training for upload clients functionality

Roundtable –Question/Resource Sharing

IERHA– Training is going well. Half of all sites are live– Issue: mass imms – when creating warning the warning triangle

was not appearing on the event worksheet– A ? Related to date warning created and date of mass imms

event – contact Julie if this does not fix it– Q: is there a way for inventory alerts to be created for: alerting

a HP when vaccine is low or soon to expire - Joan will check– Several locations with one vaccine fridge where PH was

managing physician vaccine – working to separate and have physician clinic manage own vaccine

Roundtable –Question/Resource Sharing

• WRHA– Training is ongoing– Will be doing some remote training with Churchill

Questions• What are regions planning as a process for

onboarding new staff?– WRHA will run monthly sessions for new staff– WRHA is exploring LMS for inventory training through

eHealth• Will the training environment be available ongoing?

– A: Yes– We will be looking at further options for eLearning

supported by eHealth

Action ItemsAssigned to Date due

Regions to send names of users to be trained on Managing Adverse Storage Conditions to Julie (1-2/region)

Each region June 5

Provide advice as to how to manage documentation of renal dose for Hep B

Panorama team

June 5

Advise users: Update NOT to be used for agent and/or date please. Delete and re-enter correctly.

All regions asap

Determine if there is a way for inventory alerts to be created for: alerting a HP when vaccine is low or soon to expire

Joan June 19

Respond to doodle poll re: Org & SDL sessionhttp://doodle.com/4xzykkkfuwhmteis

Trainers June 3

Next Meeting

• Next meeting• June 19th at 1030 – 1200 noon