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SOAPedia Home > Documentation > Chart > 2. Chart Menu > Sections > Health Maintenance Section > Health Maintenance (Sections) > Disease Guideline Update
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Disease Guideline Update
Table of contents
SUMMARY:
Statement regarding Disease Guidelines and the approach to Updates
Implementation Guide - for Disease Guidelines
Work Flow Demonstrations - related to Disease Guidelines within the SOAPware-IS Health Maintenance section.
Edit an existing Rule
Edit an existing Rule Set
Adding a Rule
Adding a Rule Set
Adding Disease Guideline items to patient charts
Viewing Disease Guideline Items that are due
STATEMENT:
Disease Management Guidelines are incorporated within SOAPware-IS in its Health Maintenance Chart Section. A Guideline is composed of a group of rules (i.e. action items) and the groups of rules are referred to as a Rule Sets. So, for example, a Diabetes Disease Management Guideline is called a Diabetes Rule Set and a HgbA1c action item is referred to as a rule. Updates can be applied to both rules and rule sets, directly by users. Increasingly, users are collaborating in the sharing of rules and rule sets via online resources including the SOAPware user forum and SOAPedia. RSS feeds are facilitating collaborations within the SOAPedia user wiki. SOAPware-IS also provides access to a Reference Library, within the product, that is shared among all users.
Implementation Guide - for Disease Guidelines:
Task Item
Owner(s)
Date Planned
Date Completed
Notes
Prior to Going Live:
Verify all staff understands the concept of Disease Management Guidelines (i.e. in Health Maintenance) and their purpose. (Create list of staff to be checked off and placed in implementation manual).
Verify all staff understands the concept of
Disease Management Guidelines and their purpose.
Select an Initial Disease Management Guidelines to be implemented and use that with initial training.
Identify clinician (or committee) to be responsible for selection and updating of guidelines. (i. e. with each Guideline, select the specific action items (i.e. rules) to include.)
Verify each Guideline (Rule Set) and action item (Rule) is present and accessible at all appropriate SOAPware workstations
Verify all staff can perform their work flows regarding the guidelines within Health Maintenance.
Going Live:
Select one guideline to implement at a point in time, shortly following going live.
Subsequent to Going Live:
Establish target dates by which each/all of the Guidelines will be implemented.
Implement a policy to manage and update Guidelines going forward. (see Disease Management Guideline Policy**)
**Disease Management Guideline Policy
Guideline Name
Owner
Trigger for Review
Source/Reference
Verification Dates
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
At Go Live:
Select one wellness guideline to implement at a point in time, shortly following going live with the software. Generally, it is best to wait until the implementation has stabilized and then add the work flows to support at least one, fairly simple rule set. Typically, this is accomplished in 1 to 4 weeks after going live. A clinician (or clinical committee) is usually responsible for selecting the initial guideline and typically a nurse or medical assistant takes charge to verify that the guideline/rule set is available and acceptable to all staff involved.
Subsequent to Go Live:
Establish target dates by which each/all of the guidelines will be implemented; planning a gradual implementation of the remaining guidelines in 1 to 3 months post going live.
A clinician (or clinical committee) is usually responsible for selecting the initial guidelines and typically a nurse or medical assistant takes charge to verify that the guideline/rule set is available and acceptable to all staff involved.
A policy for updating guidelines should be set in place going forward. (see attached Health Maintenance Guideline Policies)
Guidelines continually change and will need to be updated on a regular basis. Implementation of specific approach to monitor changes over time and incorporate the appropriate recommendations into the system.
Guideline Name- Choose a name that is short but gives adequate information for identification.
Owner - Who will be the responsible person? Designate entities that will perform updates.
Trigger for Review - The policies should include a specified time frame, date or other event to trigger reviews. Select the criteria that will trigger the need to update guidelines (i.e. regular dates or with updates of published guidelines) Define how the triggers will actually signal that it is time to perform updates.
Source/Reference - Make a list of available references from which the guidelines were created.
Below is a list of commonly visited sources for practice guidelines.
http://www.nlm.nih.gov/nichsr/nichsr.html
http://hiru.mcmaster.ca/cochrane/centres/canadian/
Change Log - Keep an on-going record in the implementation manual of Disease Management Guideline changes over time.
Define the mechanism that staff can follow to access the references used for guidelines. Periodically, supporting information that justifies the guideline rules and rules sets will need to be reviewed. This can be performed completely within SOAPware via the use of the Health Maintenance Reference Library, or can be a simple paper-based manual available to all staff involved.
Verification Dates - These are the dates that the guidelines were actually reviewed. Dates that changes were actually made should be included in the change log.
Note: Person(s) that are accessing the Disease Management Guidelines must be given appropriate Security rights from the security administrator in order to do so.
Work Flow Demonstrations:
Edit an Existing Rule
In the SOAPware menu, click on Tools.
Click on Health Maintenance Rules and Sets.
Click on the Rules tab.
Click on the Rule to highlight (i.e. select).
Click on the Edit icon.
Edit the Rule using the drop down arrows at the right of each sub-item.
For example: Alert and Interval sections.
Click Save in order to store the change and exit back to the chart.
Edit an existing Rule Set
In the SOAPware menu, click on Tools.
Click on Health Maintenance Rules and Sets.
Click on the Rule Sets tab to highlight (i.e. select).
Click on the Rule Set to be edited (e.g. diabetes).
Click on the Edit icon.
Click in the box to place a check on the Rule(s) to be added to the Rule Set.
Conversely, click in the box to uncheck the Rule(s) to be removed from the Rule Set.
Click Save to store the changes to the Rule Set.
Adding a Rule
In the SOAPware menu, click on Tools.
Click on Health Maintenance Rules and Sets.
Click on the Rules tab.
Click on the Create Rule icon.
Fill out the Create Rule dialog box using the drop down arrows and text boxes.
Enter the Name and Description and then click Create to store the changes.
Adding a Rule Set
In the SOAPware menu, click on Tools.
Click on Health Maintenance Rules and Sets.
Click on the Rule Sets tab.
Click on the Create Rules Sets icon.
Fill in the Name text box.
Click in the box to place a check on the Rules to be added to the Rule Set.
Click Create in order to store the changes.
Adding Health Maintenance items to patient charts
With a patient's chart open, click on Chart in the SOAPware menu.
Click on Chart Navigator.
on Health Maintenance.
This action places a new tab (i.e. Health Maintenance) in the chart.
Click on the Add Rules icon.
Click on the Rules tab to add a single action item. Or, click on Rule Sets tab to add a Disease Management Guideline.
Click Add to store the changes and return to the chart.
Viewing Disease Management (Health Maintenance) Items that are due within individual patient charts.
Within a patient chart, on Health Maintenance tab.
Any rule (i.e. action item) due or overdue will appear as red indicating the item needs to be addressed.
