Ambulatory

Welcome to the Ambulatory Training Materials Page for Portfolio Epic! This page includes TipSheets, Guides, Videos and other training materials for all Ambulatory roles.

 

 

 

 

 

Videos

Guides

TipSheets

  • Use the keystroke combination "Ctrl + F" to search for tip sheets by title, role or topic.
  • Please familiarize yourself with content covered in the "Multiple Ambulatory Roles" section before navigating to your specific role.
  • If you do not see your specific role/topic listed here and there is a topic you would like to know more about, please contact your unit Super User or Credentialed Trainer.
Multiple Ambulatory Roles
Add Clinical Reference to Patient Instructions - Nursing and Providers - UMMS (May 2022)
Adding Columns to the Schedule - All Roles - UMMS (December 2021) 
Adding a Hyperlink to a Progress Note - All Roles - UMMS (March 2022)

Adding Yourself to the Treatment Team – All Users – UMMS (April 2023) New

Annotate an Image in Note or Image Activity - Providers and Nursing - UMMS (April 2021)
Annual Alcohol and Substance Abuse Screening (SBIRT) Health Maintenance Topic Completion - Providers, Social Workers - UMMS (April 2023New
Baltimore-Metro Diabetes Regional Partnership (BMDRP) AVS - Ambulatory Staff - UMMS (December 2021) 

BCA Computer for Downtime - All roles - UMMS (January 2023

Bilirubin Activity Update to AAP 2022 Guidelines - Nursery and NICU providers and Nurses, Pediatric Ambulatory Providers and Nurses - UMMS (December 2022)

BMDRP Diabetes Prevention Program & DSMT Reports - Baltimore Metropolitan Diabetes Regional Partnership Staff - UMMS (December 2021)

Cancel Scheduled OB Appointments for Non-pregnant Patients - Front Desk Staff - UMMS (November 2022
Changing BP Parameters - All Users - UMMS (April 2022)
Cologuard Order and Result Workflow for Health Maintenance - Providers, Nurses, Medical Assistants - UMMS (December 2022)
Coming Soon! New view for Synopsis and Review Flowsheets - Providers, Nurses, All clinicians (all users who access Synopsis and Review Flowsheets) - UMMS (March 2023New
Co-Signature for Student/Intern Notes - Outpatient Students and Interns - UMMS (November 2022) 
COVID-19 Vaccination Administration - Occupational Health (December 2020)
COVID-19 Vaccination Scheduling  - Occupational Health (December 2020)
COVID Vaccine Tools (Regulated) - Providers, Nursing, Practice Managers, Medical Assistants, Front Desk Staff - UMMS (August 2021) 
COVID Vaccine Tools (Unregulated) - Providers, Nursing, Practice Managers, Medical Assistants, Front Desk Staff - UMMS  (August 2021)
COVID Vaccine Updates for Storyboard, Health Maintenance & Immunization Clinic - All Clinicians and Staff -UMMS (February 2022
Creating a Care Alert - Patient Care Coordination Note - Care Managers, Transitional Care - UMMS (October 2021) 
CRISP HIE InContext Updates - Effective May 31, 2022 - CRISP Users - UMMS (June 2022)
Important CRISP Changes - Effective October 5, 2022 - CRISP Users - UMMS (September 2022
Delay Outgoing Patient Messages - Inbasket Users - UMMS (January 2022) 
Dental Site Marking Image for OMFS - Oral Maxillofacial Surgery UMH - UMMC (April 2021)
Digital Health Radar Dashboards - Ambulatory Providers - Practice Managers, Directors - UMMS (May 2022)
Document a Medical Decision Maker (MDM) in MyPortfolio on Desktop - Patients- UMMS (January 2021)

Downtime Resources and Workflow – All roles – UMMS (December 2022)

‘Due’ Action Appears by Default on Multi Medication Administration - Multiple Ambulatory Users - UMMS (April 2022)
ED Provider Signing Orders in Ambulatory Encounter - Emergency Physicians and Forensic Nurse Examiners - UM CAPMC (May 2021)
Edinburgh Postnatal Depression Screening (EDPS) Best Practice Advisory - OB Providers, Nurses, Medical Assistants, and Social Workers - UMMS (December 2022
Edit Transplant Information from New Transplant Information Activity - Providers, Nursing, Medical Assistants - UMMS Lung Transplant Depts (February 2021)
Electronic Workflow for the Prenatal Risk Assessment (PRA) - Front Desk Staff and Medical Assistants - UMMS (May 2021)
Enter Results from Health Maintenance (HM) Workspace - Providers, Nurses, Medical Assistants - UMMS (December 2022)
Episodes of Care - Care Management Referral Tracking - Outpatient Care Manager - QCN (January 2022)
Expiring Therapy Plans from the In Basket - Therapy Plan Providers, Ambulatory - UMMS (June 2022)
Faxing from Epic - Ambulatory and Inpatient - UMMS (April 2022)
Happy Together - Nursing, Radiologists - UMMS (December 2022)
HCC BPA- Include External Note as Overview Checkbox  - Providers - UMMS  (July 2022) 
Helpful Advisory on BPA - Ambulatory and Inpatient - UMMS (April 2022)
How to Access Portfolio Epic Training Playground - UMMS (January 2022)
How to Change Context - All Roles - UMMS (January 2022)

How to Document a Patient’s Preferred Pharmacy - Providers, Nursing all roles – UMMS (February 2023) New

How to Use Ambulatory Care Plans - UMMS (March 2021) 
IRhythm – MA Order Task Completion - Medical Assistants - UMSJMC and UMSRH (March 2023New
Immunet Queries No Longer Show A Confirmation Message - All Ambulatory Roles - UMMS (April 2022)  
Intervention (I-Vent) Activity for Ambulatory Encounters - Ambulatory Pharmacists - UMMS (April 2022)
Lung Transplant Best Practice Advisory for Encounter Department - Providers, Nurses, Medical Assistants - UMMS (January 2021)
Managing Failed Faxes from RightFax Web Portal - All Inpatient and Ambulatory Roles - UMMS (March 2022)
Managing In Baskets Using the Dashboard - Managers - UMMS (October 2021) 
Managing Pools - Managers - UMMS (October 2021)
Manually Add Certain Health Maintenance Topics to an Existing Care Gap - Clinical Users - UMMS (November 2022) 
Medication Adherence Scoring - Providers, Nursing, Medical Assistants - UMMS (May 2022)
Monitor the Progress of Covid-19 Vaccinations - Providers, Nurses, Practice Managers - UMMS (August 2021) 
New Look to Communication Management - Front Desk, Providers - UMMS (March 2023New
New Messaging Options for Patients in MyPortfolio - Users Who Support Patient's with MyPortfolio - UMMS (June 2022)
New OB Mental Health (MH) Tab: All Screenings in One Place - OB Clinical Users - UMMS (January 2022)
New PROCDOC Colposcopy Forms Based on ASCCP - GYN Physicians and Nurse Practitioners - UMMS (January 2022)  
New Smartphrase To Indicate Patient Consent to a Note Being Marked Sensitive - Providers, Nursing, Care Management - UMMS (April 2023New
OB Substance Use Checklist - OB Provider, Nurses, Medical Assistants and Social Workers - UMMS (December 2022
OnBase - Batch Scanning Settings for Patient Labels - HIM/Ambulatory Batch Scanning - UMMS (November 2020)
Opioid Management Dashboards and Opioid Agreements - Providers & Clinic Managers - UMMS (July 2021)
Payor Comm Tools for Ambulatory - Front Desk, Social Workers - Outpatient OBGYN and KCC Lifenet (August 2022) 
Personalize Toolbar or Epic Drop-Down Menu - All Roles - UMMS (December 2021) 
Pfizer Covid Vaccine Updates for 12-15 Year Olds - Providers, Nursing, Practice Managers, Medical Assistants, Front Desk Staff - UMMS (May 2021)
Pharmacy Index Report for I-Vent Now Available in SnapShot - Pharmacy - UMMS (April 2022)
PHQ-2 Total Score > 0 Now Cascades PHQ-9 Flowsheet Groups - Providers and Clinical Staff - UMMS (April 2021)
Physician Home Dashboard Overview - Ambulatory Providers - UMMS (May 2020)
Pneumococcal Health Maintenance (HM) - Clinicians- UMMS (April 2022)
POC COVID-19 Antigen Test & Storyboard Alerts - Providers, Clinical Staff - UMMS (January 2021)
Portfolio - Taking Differently Last Dose Button - Providers, Nursing, MAs - UMMS (January 2022) 
Prenatal Risk Assessment Can Now be sent by Clinical Staff from Prenatal Visit Encounter - All Clinical Users - UMMS (August 2022)
Prenatal Risk Assessment (PRA) Tracking Report - Medical Assistants, Nurses, Front Desk Staff - UMMS (2021.08.04) 
Printing an AVS to Local Printer - All Roles - UMMS (April 2021)
Quick Disclosure -  All Non-HIM Roles - UMMS UNREGULATED (March 2021)
Quickly Cancel OB Appointments for Non-Pregnant Patients - OBGYM Clinical Users - UMMS (November 2022
Quickly Reconcile Patient-Entered Questionnaires - Provider, Nurse, MA - UMMS (October 2021)
Referral for Sleep Studies Name Change and Update - ALL Roles - UMMS (May 2022)

Removal of PCN-Cephalosporin Allergy Alert - Nursing, Pharmacist, Providers - UMMS (May 2022)

Results Console Tip Sheet (October 2022) 
Result Note Finds a New Home in the Sidebar - Nursing and Providers - UMMS (February 2021)
Rx Assist Prescription Saving Program (October 2022) 
Satisfy Quality Measures with Unreconciled External Procedures - Ambulatory Eligible Clinicians - UMMS (January 2022) 
Scanning Workflow to Update Health Maintenance Topics & Satisfy Quality Measures  – Medical Assistants, Nurses, and Providers (August 2021) 
Scanning workflow for Cologuard Results to satisfy Health Maintenance (HM) - Nurses, Medical Assistants & Front Desk - UMMS (December 2022) 
Send Communications - All Roles - UMMS (March 2023New
Send Prenatal Risk Assessment to Health Department or Payor Electronically - Clinical Staff - UMMS Outpatient OBGYNs (August 2022)
Sharing a Note for MyPortfolio Patients - Nursing - UMMS (February 2023) New  
Social Determinants of Health - Transitional Nurse Navigators, Care Managers, Social Worker, Community Health Worker and Community Health Advocate - UMMS (November 2020)
TCM Flowsheet Updates (September 2022)
Social Work Flowsheet has Been Updated - Ambulatory Social Workers - UMMS (June 2022)

Spanish After Visit Summary (AVS) – All Clinicians and Clinical Support Staff – UMMS (December 2022

Track Kidney/Pancreas Biopsy Orders - Transplant Coordinators - UMMC (2021.12.14)
Transplant Preferred Lab Best Practice Advisory - Nursing and Medical Assistants - UMMS (April 2021)
Travel Screening - Inpatient Nursing, Registration and Ambulatory - UMMS (May 2022) 
UMMSMobile Updates - All Roles - UM CAP MC (February 2022) 
Sharing a Note for MyPortfolio Patients - Nursing - UMMS (February 2023) New 
Understanding the MyPortfolio Status from Storyboard - All Roles - UMMS (June 2021)
Using a Multi-Patient Message - All Users - UMMS (June 2022)
VBAC Calculator SmartBlock 2.0 - Providers, Pharmacy, Nursing - UMMS (May 2022)
Viewing Aggregated Data for Multiple Identities in CRISP Search - All Clinical Roles - UMMS (July 2022
Viewing Care Alerts in Epic - Providers, Care Management, Transitional Care - UMMS (October 2022)
VIS Date Given will Auto Populate the Date of Administration - Clinical Support Roles - UMMS (March 2022) 
Visual Changes to the Visit Info and Reason for Call Sections - All Roles - UMMS (February 2022) 
 Ambulatory Pediatric Vaccine Age Restriction Warning - All Clinical Roles - UMMS (August 2022)
Ambulatory Provider
Add Nutrition and Weight Management Clinical References to the AVS to Meet Quality Measure: BMI Screening and Follow-Up Plan - Providers - UMMS (Jan 2023)

AMB ORD Follow Another Provider's Preference List - Ordering Providers - UMMS (July 2022)

2021 AMA Changes to Evolution and Management Codes and Documentation -Providers - UMMS (December 2020)

BPA Update: Review Hierarchical Condition Categories (HCC) Diagnosis - Providers - UMMS (June 2022)

CareSelect Update: Retiring Indications - Ambulatory Providers - UMMS (February 2022) 
Capturing Clinical Images Using Haiku/Canto - Haiku/Canto users - UMMS (July 2022)
Copy Family History Between Siblings - Providers - UMMS (August 2021) 
Covid-19 Health Maintenance Now Includes Pediatric Patients Aged 6 Months to 5 Years - Providers - UMMS (January 2023)
Diabetes Foot Exam - Update Health Maintenance - Providers - UMMS (September 2021) 
Diagnosis Association Requirements for Diabetic Supplies Prescription - Providers - UMMS (March 2021)
Enter Charges from a Charge Capture Preference List - Providers, MA - UM CAPMC (June 2021)
Delay Outgoing Patient Messages - Inbasket Users - UMMS (January 2022) 
Digestive Health Infusion Center Therapy Plans - Providers - UMMS (November 2022)
HCC Provider Management Dashboard Now Available - UMMS (May 2022)
HLA Ordering in Epic - UMMC (July 2022)
IRhythm – Ordering Zio Orders - Providers - UMSJMC and UMSRH (March 2023New 
IRhythm – Resulting Zio Orders - Providers - UMSJMG and UMCMG-SHS (March 2023) New 
MIPS Quality Measures for Reporting Year 2023 - UMMS (January 2023)
New Ambulatory BPA for an Abdominal Aortic Aneurysm Screening - Ambulatory Providers - UMMS (December 2022)
New Health Maintenance Topic for Annual Screening, Brief Intervention, and Referral to Treatment (SBIRT) for Alcohol and Substance Abuse - Providers - UMMS (November 2022) 
Add Nutrition and Weight Management Clinical References to the AVS (January 2023)
One Click to Open SmartSets - Providers - UMMS (March 2023New
Place Follow-Up Orders from a Result Message with the Reflex Order Button - Providers (Ordering Privileges) - UMMS (December 2020)
Receive Overdue Result Messages - Providers - UMMS (February 2022) 
"Smoking Counseling Given" Now Completes the Smoking Cessation Health Maintenance Topic - Providers - UMMS (February 2022) 
Take Your Colorectal Cancer Screenings in for a Checkup - Providers (Health Maintenance) - UMMS (January 2021)
Therapy Plans – Adding Additional Plans - Provider - UMMS (February 2023New
Therapy Plans - Applying a Plan - Provider - UMMS (February 2023New
Therapy Plans – Discontinue a plan - Ambulatory Providers - UMMS (February 2023New
Update Physical Exam Macros - Providers (Using NoteWriter Macros) - UMMS (May 2021)
 Zoledronic Acid Infusion SmartSet & Related Provider Workflows (July 2022)
 HCC BPA Checkbox (July 2022)
Quality Measures
Quality Measure – Breast Cancer Screening (CMS 125) –  Providers (September 2021) 
Quality Measure - Cervical Cancer Screening (CMS 124) - Providers (MIPS eligible Clinicians) - UMMS (September 2021) 
Quality Measure – Colorectal Cancer Screening (CMS 130) – Providers  (September 2021) 
Quality Measure – Controlling High Blood Pressure (CMS 165) - Providers (October 2021)
Quality Measure – Diabetes Eye Exam (CMS 131) – Providers (September 2021) 
Quality Measure – Diabetes HbA1c Poor Control (CMS 122) Providers (September 2021) 
Quality Measure – Falls – Screening for Future Fall Risk (CMS 139) – Providers - UMMS (January 2021)
MIPS Quality Measures for Reporting Year 2023 - Providers - UMMS (January 2023)
Quality Measure - Initiation and Engagement of Alcohol and Other Drug Dependence Treatment (CMS 137) - Providers - UMMS (July 2019) 
Quality Measure: Kidney Health Evaluation (CMS 951) - Providers - UMMS (March 2023New
Quality Measure - Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-up Plan (CMS 69) - Providers - UMMS (April 2021)
Quality Measure- Preventive Care and Screening: Influenza Immunization (CMS 147) - Providers (MIPS Eligible Clinicians) - UMMS (April 2020)
Quality Measure – Preventive Care and Screening: Screening for Clinical Depression and Follow-Up Plan (CMS 2) – Providers - UMMS (August 2021)
Ambulatory Nursing
Digestive Health Infusion Center Therapy Plans - Nurses - UMMS (November 2022)
First Dose Education Title & Points - Registered Nurses - UMMS (May 2021)
Rover- Adding a Wound and Attaching a Note and Image to a Wound - All Nursing Roles - UMMS (March 2023New
Temporary Workaround for Implant Verification Requirements - Intra-operative Nurses - UMMS (December 2022
Therapy Plans – Releasing Orders - Nurse - UMMS (February 2023New
Zoledronic Acid Infusion SmartSet & Related Nursing Workflows (July 2022) 
Ambulatory Support
Track Rehab Patients Without Recent Visit - Therapists and Front Desk Staff - UMMS (August 2021) 
4P's Plus Follow-Up Patient List Icon and Brief Intervention Navigator - Inpatient Social Workers - UMMC and UM UCH (May 2021)

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