trainer update november 27, 2015. agenda project training resource changes operational training user...
DESCRIPTION
Project Training Resource Changes Gwen Gillan – new trainer for First Nations deployment Julie Hesketh – last day March 31, 2016 Operational support role, not project coordinator Helena Wall – November 30, 2015 last day Lori Holuk Siddall – December 31, 2015 last day Arielle Goldman Smith – available until February 1, 2016 Joan Wheatley-Bissoon and Ruth Deane – transitioning to Clinical Analyst Panorama Support Unit operational role as of January 1, 2016 All Panorama questions / requests after December 31, 2015 must go through the Manitoba eHealth Service Desk.TRANSCRIPT
Trainer Update
November 27, 2015
Agenda• Project training resource changes• Operational Training User Group - Lori• Peer supporter training - Lori• Manager / MOH training – Lori• Training database update - Lori• Client Immunization Record Report Changes - Lori• Setting Preferred Language - Julie• Closing / Cancelling or Deleting Mass Immunization Events
- Julie• Update QRC 4.2 Inventory – Creating a Requisition - Julie• Create Client Process - Lori • Roundtable
Project Training Resource Changes• Gwen Gillan – new trainer for First Nations deployment• Julie Hesketh – last day March 31, 2016
• Operational support role, not project coordinator• Helena Wall – November 30, 2015 last day• Lori Holuk Siddall – December 31, 2015 last day• Arielle Goldman Smith – available until February 1, 2016• Joan Wheatley-Bissoon and Ruth Deane – transitioning to
Clinical Analyst Panorama Support Unit operational role as of January 1, 2016
All Panorama questions / requests after December 31, 2015 must go through the Manitoba eHealth Service Desk.
Operational Training User Group• Membership• Chair – Panorama Support Team Clinical Analyst• Two (up to three) Panorama trainers from each of the five
health regions • Pending discussions with regional managers
• First Nations Training Representative(s), First Nations Health and Social Secretariat of Manitoba / FNIHB
• Policy Analyst (Vaccine Supply), Public Health, Manitoba Health, Healthy Living and Seniors
• Organizational leaders to decide who representatives are by January 2016
• Being presented by November 30
Operational Training User Group• Responsibilities
To understand the Panorama training materials update process Reviews requests for large scale change to Panorama training
materials and make decisions on behalf of their organization regarding training materials and process changes
Tests new versions of training materials To consult with organizational Panorama training colleagues as
required on operational training processes and materials Communicate training material and process changes to all
trainers within their organization Be a champion for consistent use of Panorama and realization of
its benefits within their respective organizations• First Training User Group meeting – tentative February
2016
Peer supporter training• Scheduled for November 30 and
December 3• If peer supporters are unable to attend
training on these two days, trained peer supporters to provide the training
Manager / MOH training• WRHA• Decision - managers not receiving access to Panorama.• High level orientation provided to managers Nov 2015• MOH training planned – January 2016
• Rural• Recommended agendas and list of tools for both MOH
and Manager training to be provided to regional leaders November 30• Immunization and Inventory navigation – regional trainer
responsibility• Reports training – Panorama team responsibility
Training Database • Training database now matches Production
• Permission role changes• Manager – now has “Add Historical”• Epi_analyst - all aggregate surveillance reports• Epi_Admin – additional permission role for some users
• Trainers will receive MOH role access in Panorama to see the reports
• Reports • For viewing data fields• Data not adequate for generating reports
• Items in Training that do not match Production• Postal codes are not linked to SDLs• Organizations / SDL / Holding Points changes • Some vaccine inventory catalogue items
Client Immunization Record Report• Available in both French and English
defaults to print in English• Providers should ask clients if they prefer hard
copy in English or French • Extra step is required when generating the Client
Immunization Record After you click the Profile Report button, a new Reports
Filters page will show.
Client Immunization Record Report• The Language field will default to ‘Client’s
preferred language’. Choose French or English as requested by the client and click Generate Report.
• QRC 5.3 has been modified to reflect these changes
Inventory – Creating a Requisition QRC 4.2
• When creating a vaccine requisition, do not choose: Mass Requisitions Backordered
• Next Scheduled (defaulted) and Urgent are the two options that are most often used
Panorama: Inventory – Creating a Requisition
Select theInventory tab
(top nav)
Select Inventory Replenishment
(L nav)
Select Manage Requisitions
(L nav)
Select Product Requisitions
(L nav)
The Manage
Requisitions: Search
page appears
Click CREATE REQUISITION
Enter a Holding Point name in the Ship To
Holding Point
Click the Refresh hyperlink
The page will auto-populate several fields(e.g. Ship To,
Bill To, Requestor)
For Urgent Delivery: select a Reason,
Requested date and a Comment.
Click SAVE REQUISITION
A yellow bar displays at the top
of the page: Requisition successfully saved Note
requisition ID number
Click ADD CATALOGUE
ITEMS
The Catalogue Item
Information: Search page
appears
Click ADD CATALOGUE
ITEMS
Click SEARCH
All catalogue items related to
that Holding Point appear
Click the Checkbox for
each Catalogue item to be added to the Requisition
Order
Enter the Requisition
Quantity to be ordered for each
item
Click SAVE REQUISITION
Click SAVE REQUISITION
The Manage
Requisitions: Create
New Requisition
page appears
The selected catalogue
items appear in the
Requisition Item
Summary View
Click all the check boxes for the
catalogue items to be ordered
A warning dialog box
appears stating “Only
selected will be
submitted...”
Click OK
A Requisition successfully submitted
message appears in the yellow banner
A Requisition successfully
saved message
appears in the yellow banner
Click SUBMIT REQUISITION
Select Required Delivery: Next
Scheduled (default), Other Future Date,
*Pick-Up or *Urgent(*see points to
remember)
Add Ship To Instructions
and Comments as
required
Panorama: Inventory – Creating a Requisition
QRC 4.2
Panorama: Inventory – Creating a Requisition
Points to Remember:•Urgent Requisitions require a reason and a comment•If the order is urgent or the order will be picked up, phone the Materials Distribution Agency (MDA) warehouse at 204-948-1333 or Toll-Free 1-855-683-3306. •DO NOT choose: Back-ordered or Mass Immunization as Required Delivery. Doing so will trigger the MB Health authorization process and delay your requisition
Panorama: Inventory – Creating a Requisition
QRC 4.2
Create Client Process• Only clients who are not Manitoba residents and who
will not become a Manitoba resident can be created in
• The Panorama user is required to complete a Request to Create Client in Panorama form and sent it via approved organizational process for Personal Health Information to the organizational Peer Supporter
• Outside of the Panorama Support Unit staff, the Peer Supporter is the only role that will be creating new
• No PHIN, so these records will not be viewable in eChart
Roundtable• PMH
• Flu clinic – trained data entry staff to help with flu clinics• Brandon – organizations need to be updated• New PH staff starting – upcoming training • Casual PHNs – decided will be training these staff• Merge process? Clinical analysts are working on a process for merge. Will be
communicated in the near future. • SH-SS
• Boundary Trails – delayed entry for flu clinics, one on one training to replace Stacey; trouble with access for a new Manitoba eHealth account
• Steinbach – 61 community flu clinics into Panorama, both direct entry and delayed entry, used the client upload sheet (important not to use the client upload sheet because it causes problems)
• IERHA• No concerns
• NRHA• WRHA
Roundtable• IERHA
• No concerns• NRHA
• Will be closing flu clinics in PAN• Multiple dates with mass imms events• MOH and Caroline reviewing the surveillance reports• Occ Health nurse staff for the region will be a user• New staff – January 2016
• WRHA• Data entry clerks entering data are ahead of previous years• MOH training in January• New PHN training in January• Clerks used Panorama directly at clinics if internet connection
was available.