ASC Setup: Manage ASC Templates

Important
The following describes an opt-in feature for practices that have ambulatory surgery centers (ASCs). To enable this feature for your organization, contact the Customer Support Center (CSC). On the Main Menu, click Support > Success Community > Contact Client Support Center. For more information, see ASC Setup: Enable ASC Features.

 

Ambulatory Surgery Center (ASC) features include a library of supporting templates, which determine the text that appears in documents at a given stage of a procedure. Use the ASC Checklists page (previously known as Ambulatory Surgery Template) to configure your own checklists or use athenaOne's provided starter checklists.

ASC Managers or Administrators: Review the following to enable the templates that appear for users or modify template content.

athenaOne enables the following starter checklists for all ASCs by default:

• Pre-Admission Checklist - Patient
• Pre-Admission Checklist - Staff
• Pre-Procedure Checklist
• Post-Procedure Checklist
• Post-Discharge Checklist

Starter checklists appear at the top of the ASC Checklists admin page. Checklists that you copy and configure appear below starter checklists.

ASC Checklist Columns

Name

Use to view the name of each checklist.

Encounter Plan(s)

• Use to view the encounter plan(s) a checklist appears in.
• If there are more than three associated encounter plans, athenaOne shows the first three and truncates the rest, displaying +1 more, +2 more, etc. depending on how many more associated encounter plans there are.
  

Stage

Use to view which stage the checklist is located in.

Last Edited

Use to view the username of the person who last edited a checklist and when they edited it.

Actions

Use to edit, copy, or delete a checklist.

Icon	Action
	Click to edit a checklist.
	Click to copy a checklist.
	Click to delete a checklist.

Note
You can only delete checklists in your local table space. Starter checklists such as Pre-Procedure Checklist, Post-Procedure Checklist, Post-Discharge Checklists, etc. can only be edited or copied.

Configure Checklist

Clicking the edit icon or copy icon next to a checklist brings you to the revamped Configure Checklist page. From there, you can still enable, disable, or reorder the listed questions as usual.

Note
Newly added questions do not appear in the checklist by default. Select the toggle under the Show in Checklist column to enable them.

Enable templates

1. On the Main Menu, click Settings > Clinicals.
2. In the left menu, under Practice Links - Procedure Configuration, click ASC Checklists. 
   Tip: Alternatively, enter text in the search box.
   The ASC Checklists page appears.
3. Click the toggle to the right of a template name to turn it On or Off. If you toggle a template Off, it won't appear to users.
   

   Note
   If you turn off all templates for a checklist, the following message appears when users access the checklist.
   
   

Modify questions in checklist templates

1. On the Main Menu, click Settings > Clinicals.
2. In the left menu, under Practice Links - Procedure Configuration, click ASC Checklists. 
   Tip: Alternatively, enter text in the search box.
   The ASC Checklists page appears.
3. To the right of a template, under the Actions column, click the edit icon .
   
   The Configure Checklist page appears.
4. Under the Show in Checklist column, click the Yes or No toggle next to the question you want to show or hide in the checklist.
5. Reorder questions as needed by clicking the six dots next to the question and dragging it above or below other questions.

Delete a checklist

1. On the Main Menu, click Settings > Clinicals.

2. In the left menu, under Practice Links - Procedure Configuration, click ASC Checklists.
   Tip: Alternatively, enter text in the search box.
   The ASC Checklists page appears.

3. Under the Actions column, click the delete icon next to the checklist you want to delete.

   • If the checklist appears in an encounter plan (or multiple encounter plans), the following pop-up message appears:
     

   Note
   Deleting a checklist will impact your encounter plan(s) that contains that checklist. If you create a separate encounter plan or modify an existing encounter plan, the deleted checklist will not appear as an option to be added. The appropriate starter checklist will load by default, or you can choose a different local checklist instead.
   
   However, deleted checklists still appear in surgical cases where the encounter plan was already deployed. Deleting a checklist does not impact former use or display of that checklist in previous surgical cases.
   

   • If the checklist does not appear in any encounter plan, the following pop-up message appears:
     

4. Click Delete.

Copy a checklist

1. On the Main Menu, click Settings > Clinicals.

2. In the left menu, under Practice Links - Procedure Configuration, click ASC Checklists.
   Tip: Alternatively, enter text in the search box.
   The ASC Checklists page appears.

3. Under the Actions column, click the copy icon next to the checklist you want to copy.
   The Configure Checklist page appears. The name of the checklist you copied along with "[Copy]" auto-populates the Name field.
   

4. Name — Enter a new name for the checklist.

5. Under the Answer Required column, click the Yes or No toggle next to the question you want to make required.

6. Under the Show in Checklist column, click the Yes or No toggle next to the question you want to show or hide in the checklist.

7. Reorder questions as needed by clicking the six dots next to the question and dragging it above or below other questions.
   

8. Click Save.

   Note
   If you try to save a copied checklist by only deleting "[Copy]" from the name, the following pop-up message appears:
   
   You must rename the checklist to a unique, appropriate name before saving.

Once you finish making your changes to a checklist and click Save, a pop-up message appears, prompting you to go straight to the Encounter Plans admin page to add the checklist to the appropriate encounter plans.

Add a checklist to an encounter plan

1. Click Go To Encounter Plans from the Checklist Added pop-up message.
   
   The Encounter Plans admin page appears.

2. Click the edit icon next to the encounter plan you want to add the checklist to.
   

3. Under Plan Actions, select the checklist you want to add to the encounter plan.
   

   Note
   If you want to return to the ASC Checklist admin page, click CHKLST Admin under Plan Actions to the left of the structured templates.
   

4. Click Save at the bottom of the page.
   The newly copied local checklist appears in two places:

   • Under Structured Templates on the Encounter Plans admin page.
     

   • In the ASC Checklists admin page.
     

User access and permissions

You must have the Clinicals Admin user permission to access the ASC Checklists admin page.

You must have the Clinicals Admin: History/Intake user permission to access the Encounter Plans admin page.