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Clinical RemindersManager’s Manual(Revised May 2021)March 2005Product DevelopmentOffice of Information and TechnologyDepartment of Veterans Affairs

PrefacePurpose of Manager’s ManualThis manual provides reference information for Clinical Reminders menus and options. It can serve bothas a reference manual and a tutorial for Clinical Application Coordinators (CACs) and Clinical RemindersManagers who are just becoming familiar with Clinical Reminders.To get further help information, please enter a Remedy ticket or call the National Help Desk.Recommended Users Clinical Reminders ManagersClinical Application Coordinators (CACs)Department of Veterans Affairs Medical Center (VAMC) Information Resources Management(IRM) staffRelated ManualsClinical Reminders documentation can also be found in the VistA Software Document Library(VDL).Related Web SitesSiteNational HSD&D Reminders siteOffice of Quality, Safety, and ValueVA Software Document LibraryVA/DoD Clinical Practice GuidelinesNational Clinical Reminders CommitteeClinical Reminders Manager’s iMay 2021

Revision HistoryRevision DatePage(s)DescriptionProject AuthorsMay 20211PXRM*2.0*42 – Summary for patchPXRM*2.0*42 (The functionality wasimplemented in PXRM*2.0*46 butwasn’t documented until thePXRM*2.0*42 release.)REDACTED127-135Added the Found Text/Not Found TextDetails, CSUB Objects, TextArguments, and Building Tablessections135Removed the Status List and ComputedFinding Parameter descriptionsvariousCompleted redaction itemsREDACTEDPXRM*2.0*45:Fixed footer issues and made themanual 508-compliant.REDACTED1PXRM*2.0*45 – Summary for patchPXRM*2.0*45REDACTED217Explanation of the Repack menu item263Added a short summary of itemschanged in PXRM*2.0*45276Changed Dialog Edit Options capture277Updated the Dialog Overview menucapture281Changed the Reminder DialogBranching Logic286Added Reminder Dialog CPRS 32 PreConversion report to a list of reports291Added items to what is on the dialogchecker report404,405Updated what the Order Check ItemGroup can contain20-24PXRM*2.0*68 – Removed VA-MHVreferences.January 2021August 2020June 2020December 2017Clinical Reminders Manager’s ManualiiiREDACTEDMay 2021

Revision DatePage(s)DescriptionProject AuthorsOctober 2017n/aREDACTEDAugust 2016Various,196110,196PXRM*2.0*47 – Removed reference toAlbany download site which has beendecommissioned.Updates based on review bydevelopers. Minor changes.Added a comment that running theintegrity check monthly or quarterlywould be a best practice.Added a section about Value Sets.Added two items under Finding Modifierdescription: Use Start Date and IncludeVisit Data.Made a small change to the sectionabout List Rule Sets.Added an item about using a STATUSLIST with orderable items. And addedto the section referencing usingstatus/condition in searches.New Computed Findings: VA – AgeBirth Sex List, VA-BIRTH DATE BIRTHSEX LIST,Added that Reminder Exchange filescannot be used from SharePoint.Added to the section about the DialogTaxonomy Editor.PXRM*2.0*53 – Added that the CustomDue Date might also use theRANK DATE function.Added information about the ReminderDialog Search report.Updates based on developers’ reviewsUpdates based on developers’ reviewsAdded changes made by PXRM*2*26 toReminder ExchangeAdded changes made by PXRM*2*26 inComputed FindingsAdded changes made by PXRM*2*26 inReports/Finding Usage ReportAdded changes made by PXRM*2*26 inFunction FindingsAdded changes made by PXRM*2*26 toDialog ManagementAdded changes made in ReminderExchangeNew Exchange action: Load Web HostFileAdded dialog taxonomy editordescriptionUpdated Dialog Management chapterUpdated Taxonomy chapterAugust 2016June 2016June 2016196122,123June 2016356June 2016116,126June 201633, 38June 2016June 2016219,227293June 2015113June 20152, 286August 2014June 2014April 2014VariousVarious217Jan 201424Jan 2014328Jan 2014136Jan 2014262Jan 2014217Aug 2013306April-June 2013April-June 2013293157Clinical Reminders Manager’s EDREDACTEDREDACTEDREDACTEDREDACTEDMay 2021

Revision DatePage(s)DescriptionProject AuthorsFebruary 20132, 157REDACTEDApr-Dec 2012VariousJan 2012Jan 2012App B,421404Dec 2011n/aDec 2011VariousJuly 2011140Feb 2011VariousJanuary 2011404December 201046November 2010386June 2010n/aJuly 2009217May 2009May 2009December 2008December 2008December 2008September 2008262,2862421723424n/aJuly 2008October 2007October 200734513216October 2007325October 2007279October 2007353September 2007June 2007150VariousAdded description of PXRM*2*26 andchanged Taxonomy chapter perchanges made in PXRM*2*26 for theICD-10 project.Added details about changes made forPatch 24 and phase 2 of the HRMHPprojectUpdated Appendix B, Order Checkexample for PXRM*2*22Updated Order Check section forPXRM*2*22Added description of patch 21 andMSDS projectUpdates per reviews by ProductSupport team.Added Function Findings primer byProduct Support team.Added details about changes made forPatch 18 and HRMHP projectEdited Order Check section, perAnthony Puleo and Rob Silverman,Added computed finding example forVA-IS INPATIENTAdded Reminder Extracts sectionprovided by Clinical Product SupportAdded description of Order Checkmenu and options, introduced in patch16.Updated patch 12 update section andReminder Exchange sectionUpdated Dialogs and Reports sections,per developer ReviewUpdated Computed Findings sectionUpdated Reminder Exchange sectionUpdated Reminder Test sectionUpdated Computed Findings sectionAdded new computed findingsdescriptionsNew report, Finding Usage ReportUpdated National Reminders listAdded description of new option, CopyLocation ListAdded description of new option, TIUTemplate Reminder Dialog ParameterUpdates to description of Mental HealthDialog functionalityAdded description of new option, EditNumber of MH QuestionsAdded new function finding, NUMERICChanges per patch 6Clinical Reminders Manager’s EDACTEDREDACTEDMay 2021

Revision DatePage(s)DescriptionProject AuthorsSeptember 2006354-386REDACTEDMay-June 2006March 2006386N/AFebruary 2006354February 2006Page386JanuaryFebruary 2006July-August 2005March 2005VariousChanges to Patient Lists and ExtractManagement descriptionsExtract Management option changesAdded descriptions of new computedfindings for appointmentsRewrite of Patient List section, basedon changes to software and need formore explanation and clarificationRewrite of Extract Management section,based on changes to software and needfor more explanation and clarificationUpdates, based on changes orcorrections in softwareChanges for Patch 4Changes for Version 2.0VariousVariousClinical Reminders Manager’s DACTEDREDACTEDMay 2021

ContentsPREFACE . IIREVISION HISTORY. IIICONTENTS . VIIINTRODUCTION . 1Patch 42 (PXRM*2.0*42) Changes .1Patch 45 (PXRM*2.0*45) Changes .1Patch 47 (PXRM*2*47) Changes .1Patch 53 (PXRM*2*53) Changes .2Patch 26 (PXRM*2*26) Changes .2Patch 31 (PXRM*2.0*31)- Palliative Care National Clinical Template .5Patch 36 (PXRM*2*36) Changes - Pneumococcal Reminders and Women’sHealth Taxonomy update .6Patch 24 (PXRM*2*24) Changes .6Patch 23 (PXRM*2*23) Changes .7Patch 22 (PXRM*2*22) Changes .8Patch 21 (PXRM*2*21) Changes (Military Service Data Sharing (MSDS)project) .8Patch 18 (PXRM*2*18) Changes .9Patch 16 (PXRM*2*16) Changes .10Patch 17 (PXRM*2*17) Changes .11National Reminders .13REMINDERS MAINTENANCE . 19Reminder Managers Menu . 19Options not on a menu .20Security Key.21Reminder Managers Menu Descriptions .22Reminder Computed Finding Management . 24National Computed Findings .30Reminder Definition Management . 77List Reminder Definitions.88Inquire About Reminder Item .98Add/Edit Reminder Definition.103Copy Reminder Definition .106Reminder Edit History .108Integrity Check Options .109Integrity Check Selected .109Integrity Check All .110Reminder Definition Fields.111Reminder Findings .114* Changes to Beginning and Ending Date/Time made in Patch 18 .121Function Findings .135Status List.153Activate/Inactivate Reminders .154Clinical Reminders Manager’s ManualviiMay 2021

Reminder Sponsor Management . 155List Reminder Sponsors .155Reminder Sponsor Inquiry .156Add/Edit Reminder Sponsor .156Reminder Taxonomy Management . 157Reminder Taxonomy Actions .162Add.162Edit .162Taxonomy Fields .163Patient Data Source Keywords .164Copy .168Inquire about Taxonomy Item .171Change Log .174Code Search .176Import .178At this point you will have the option of browsing the list of codes. .179Use in Dialog Report (UIDR) .192Code Set Versioning .194Value Sets . 196Reminder Term Management . 199List Reminder Terms .199Inquire about Reminder Term .201Add/Edit Reminder Term .201Copy Reminder Term .203Reminder Location List Management . 204Reminder Location List Menu .205List Location Lists .206Location List Inquiry .211Add/Edit Location List .214Create a new Location List .215Copy Location List .216Reminder Exchange . 217Repack.217Reminder Test . 234Other Supporting Menus . 260Reminder Information Only Menu . 261Reminder Dialog Management . 262Dialog Parameters .265Mental Health Result Dialogs .279Editing Template Fields used in Reminder Dialogs .282Dialog Reports .286New Fields . 295CPRS Reminder Configuration Menu . 308Add/Edit Reminder Categories .309Clinical Reminders Manager’s ManualviiiMay 2021

CPRS Lookup Categories .311CPRS Cover Sheet Reminder List .312Mental Health Dialogs Active .321Progress Note Headers .322Reminder GUI Resolution Active .323Default Outside Location .323Position Reminder Text at Cursor.324TIU Template Reminder Dialog Parameter .325GEC Status Check Active .325WH Print Now Active .325Reminder Reports . 328Reminders Due Report option .331Reminders Due Report – Patient List Template .334Reminders Due Report – Patient List .336Extract EPI Totals .338Extract QUERI Totals .340GEC Referral Report.343Finding Usage Report .345MST Synchronization Management Project . 349Reminder Parameters Menu . 352Edit Site Disclaimer Example .352Edit Web Sites Example .352Edit Number of MH Tests Example .353Reminder Patient List Management . 354List Rules .355Rule Set Definition .356Steps to Create a Patient List .360Patient List Management Option .364Demographic Report .382Reminder Extract Tools . 386Reminder Extract Menu .

Details, CSUB Objects, Text Arguments, and Building Tables sections Removed the Status List and Computed Finding Parameter descriptions REDACTED January 2021 various Completed redaction items REDACTED August 2020 PXRM*2.0*45: Fixed footer issues and made t