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***Launching 2/19/24 for Infectious Disease***

E-Consults Workflow: Initiating Provider

Impacted User: Ordering providers

The steps below will walk you through the clinical PennChart workflow for initiating an E-consult Infectious Disease order:

1. From any encounter for your patient, click "Add Order" (depicted below) and type consult infectious disease in the search bar.

E-Consults Initiating Provider Workflow 1

2. Click INFECTIOUS DISEASE CONSULT ORDERS to open the Order Panel.

E-Consults Initiating Provider Workflow 2

Note: you may need to click the Database tab to view available orders.

Important: Use the Order Panel, not the individual order listed in Procedures, to ensure you’re presented with important information related to consult orders.

3. Once the Order Panel opens:

  • Review the statement.
  • If you decide to proceed with an E-Consult, click the radio button next to E-Consult Infectious Disease.
  • Click Accept.
E-Consults Initiating Provider Workflow 3

4. You will see the following Best Practice Advisory (BPA) if the patient already has established care in the Specialty. (i.e. completed appointments in the past 3 years or scheduled appointment in the next 90 days).

  • Click Remove or Keep.
  • If you clicked Keep, click on the appropriate Acknowledge Reason.
  • Click Accept.
E-Consults Initiating Provider Workflow 4

5. Your E-Consult Order will open. Notice the information displayed in the reports in the side bar on the left. Here you can view helpful information to complete your order, including: E-Consult Process Instructions

  • Infectious Disease Appointments, if applicable
  • E-Consult Verbal Consent Script
  • Complete the items in the order itself on the right side.
  • Use F2 to navigate through items in the Comments section.
  • Click Accept and then sign the order.
E-Consults Initiating Provider Workflow 5

6. Click Sign Orders. The E-Consult order will automatically route to the appropriate E-Consult Pool for Specialist providers to review, and a Specialist will review and respond to your E-Consult order.

E-Consults Initiating Provider Workflow 6

 

 

Reviewing Specialist’s Response to your E-Consult:

Initiating/Ordering Providers do not need to check into an E-Consult Pool to receive responses to E-Consults that they sent. Rather, E-Consult responses will automatically populate an E-Consult folder in the Initiating Provider’s In Basket when a Specialist responds:

E-Consults Initiating Provider Workflow 7

Specialist Provider responses also file in the patient’s chart as an E-Consult Encounter:

E-Consults Initiating Provider Workflow 8

Review the Specialist’s response and follow up with your patient accordingly. If the Specialist recommends an in-person visit, place a CONSULT TO INFECTIOUS DISEASES [9016] order that’s routed to an Appointment Request Workqueue for staff to contact your patient to schedule an appointment.

Click Done when you’re finished following up on your E-Consult within the In Basket.

E-Consults Workflow: Consulting Provider

Impacted User: Consulting Providers

The steps below will walk you through the clinical PennChart workflow for receiving and reviewing an E-consult Infectious Disease order. You will be able to bill for your services and time in preparing and answering the E-consult received from the patient’s ordering provider.

1. Ensure you are checked into the E-Consult Infectious Disease Pool (E-Consult Infectious Disease Pool [3001044]) in order to receive new E-Consults.

E-Consults Consulting Provider Workflow 1

Note: click here for a tip sheet with more information regarding pool management.

2. E-Consult messages will appear in an In Basket folder:

E-Consults Consulting Provider Workflow 2

3. From the message, you can read the details that the ordering provider included in asking their question/signing the E-consult Infectious Disease order:

E-Consults Consulting Provider Workflow 3

4. To review the patient’s chart before answering the E-Consult, click the Chart button. To proceed with opening an E-consult Encounter/answer the E-Consult question, click the E-Consult command button from the message toolbar:

E-Consults Consulting Provider Workflow 4

NOTE: After reviewing the patient’s chart, if you feel that an in-person visit would be more appropriate than an E-Consult, click the E-Consult button and respond accordingly via the E-Consult Encounter. This will ensure the related exchange is saved to the E-consult Encounter in the patient’s chart.

5. The E-Consult Infectious Disease Express Lane section will open automatically for you. The Express Lane is a SmartSet that will allow you to quickly complete the ordering and E-consult resolution process. The E-consult Specialist note will be preselected.

  • Select the appropriate Level of Service (most of the time, this will be 99451).
  • Click the radio button to select diagnosis from the list.
  • Note: if the diagnosis you need is not included in the SmartSet, you can search for it.
  • You can also place any ad-hoc orders from the Express Lane.
  • Once all selections have been made, click Sign the Express Lane.
E-Consults Consulting Provider Workflow 5

6. Next, complete the E-Consult Progress Note that was pre-loaded from the Express Lane.

Note: The wildcard (***) and SmartLists must be addressed before signing the encounter. Use F2 to navigate the wildcard and SmartList selections. Please note the disappearing SmartText highlighted in light blue will remind that E-Consults over 5 minutes in length are billable.

E-Consults Consulting Provider Workflow 6

7. Once complete, click Sign Encounter.

E-Consults Consulting Provider Workflow 7

The E-consult is now resolved and the E-consult In Basket message will be automatically marked as done.

8. Initiating provider will receive your response in their E-Consult InBasket folder and should follow up with their patient accordingly:

E-Consults Consulting Provider Workflow 8