User Guide — Creating Custom Patient Information Handouts
athenaClinicals offers patient information handouts relating to a wide range of medical conditions and situations; however, your practice may already have handouts or pamphlets that you prefer to use.
To create and upload the handout
First, create a .pdf version of your handout. If you need assistance with this step, you can contact the CSC by selecting Support > Create Case or Call in the Main Menu.
To upload a custom patient information handout as a clinical paper form
You can use the Clinical Paper Forms page to upload your handouts, and then use the Order Routes page to make the handout available directly from the Assessment / Plan section in the patient encounter.
- Display the Clinical Paper Forms
page: On the Main
Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Forms and Letters, click Clinical
Paper Forms. - Name — Enter a name that describes the patient information handout. This name will appear on the patient information order in the Assessment / Plan section.
- Department — Select the department where the form will be used.
- If the handout has date restrictions, enter the effective and expiration dates for the handout in the date fields provided. If you leave the date fields blank, athenaOne assumes that the handout is valid regardless of the date.
- Ordering — Enter a digit to indicate the order of the form in lists and on the Clinical Paper Forms page.
- Type of paper form — Click the PDF option.
- Info for order type — Enter the first few characters of the order type for the handout and select the handout from the search results. In the Assessment / Plan section, you select this Patient Info order type to queue up the handout for printing.
Note: You must first create the patient information order type on the Educational Information Orders page. - File(s) — Click Choose File and select the PDF file to upload.
- Click Add.
To create an order route for the handout's order type
Adding an order route that is specific to the handout's order type allows for easier printing of the handout during the course of the encounter.
- Display the
Order Routes page: On the Main
Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Order
Routes.
- Click Add new.
The Add Order Route view appears. - Order type group — Leave this field blank.
- Genus name — Leave this field blank.
- Order type — Enter the first few characters of the order type that you selected in the Info for order type field on the Clinical Paper Forms page, and select the clinical order type from the matching list.
- Department — To use this order route for specific departments only, click Selected and then select the departments from the list.
- Clinical order form — Select the patient information handout that you uploaded on the Clinical Paper Forms page.
- Default route? — Select this option.
- Click Save.
The order route will cause the orders to print the handout instead of the default order form.
Generate and print the patient information handout
After you configure the handout as a clinical paper form and configure the order route, you can select the handout from the Assessment / Plan section of the encounter, under the Patient Info tab on the orders form.
Note: A related diagnosis is required when generating the patient info order.
When you select the patient Info order, a link appears so that you can print the handout immediately. The handout can also be printed at checkout time by staff.
Closing the Patient Info order
If you discuss the informational handout with the patient, check the Discussed checkbox on the order. This action automatically closes the Patient Info order after the order is signed.
If the provider or staff does not print the handout during the course of the encounter, the orders will be available for printing from the Checkout stage. Check off the Patient Info orders from the Orders section and click Print and Mark Submitted to ensure that the order is closed.