Step by Step Process for Managing Topics

Insight EMR includes a comprehensive clinical content library that has been developed over several years in consultation with a number of experts in various clinical specialties. Every practice has a different set of requirements for their own clinical content. So, even though the Insight EMR library is quite comprehensive, we know that every practice will want to adapt the content to meet their own specific requirements.

Note: A designated core group of clinical leaders should be charged with getting feedback from the clinical staff and editing the Documentation Topics for your organization. Depending on the size of the organization, this group should not be comprised of more than three to four senior clinical managers.

Watch the following videos to learn about this process:

• Intro to Clinical Content Management
• Managing Topics
• Activating Topic Items

Documentation content is managed in the Topic Editor.

Inactivating Categories, Subcategories, and Items

Use the following steps to inactivate categories, subcategories, and items.

1. Launch the Topic Editor.

   

2. Select a topic to review.

   

   Within each topic, there will likely be documentation items and groups of items that you do not want to use in your organization.
3. To review the documentation items for a selected topics, select the Show Only Topic Items check box.

   

4. To inactivate an entire category or subcategory within a topic, clear it's associated check box. The category or subcategory will disappear from the list.

   

   Note: When the Show Only Topic Items check box is selected, inactivated items will not appear in the list.

After inactivating unneeded items from the topics that will be used by your staff, you will be ready to activate existing items. Continue to Step 2: Activate Documentation Items.

This article is intended for Clinical Leadership and describes the second step for adapting Insight EMR Documentation Topics.

Watch Activating Topic Items for a demonstration of this process.

Launch the Topic Editor

From the Templates menu, select Topics.

The Topics for Selected Item area is displayed on the right side of the dialog box, as shown below.

You will be able to see all topics from this area using a selected documentation item, category, or subcategory. After selecting a documentation category, subcategory, or item, you may assign it to other Topics by checking appropriate boxes in Topics for Selected Item.

Use Documentation Items in Multiple Topics

There are likely some Documentation Items that will be used in multiple Topics. To use an existing documentation item in multiple topics, clear the Show Only Topic Items check box.

View the Documentation Items for a Selected Topic.

Click the plus sign next to a documentation area to view categories, subcategories, and items within each area. All of the documentation items for a selected topic will appear with a check mark.

Any topics that use a selected documentation item will be selected in the Other Topics for Selected Item pane.

To include an item in the selected topic, check the item in the topic tree:

To include that same item in other topics, check the Other Topics for Selected Item section as illustrated here:

After you have activated all of the documentation items, you can begin adding topics and items. Continue to Step 3: Add New Documentation Items.

Documentation Topics in Insight EMR are completely configurable. Although you may create your own topic content from scratch, Clinicient recommends that you use existing content from the standard Topic Library as much as possible.

This article is intended for Clinical Leadership and describes the process for adding new documentation categories, subcategories and items in the Topic Editor.

Watch Creating New Documentation Topics and Items for a demonstration of this process.

Launch the Topic Editor

Select Templates from the Main Menu, then select Topics.

Add New Documentation Categories

You may only activate or inactivate Categories, Subcategories and Items when a topic is selected.

To add new content, or re-order content in the topic editor, you must first select <All Topics>

Right-click the appropriate documentation area (Subjective, Objective, etc.). Then select Insert and then Category.

After typing the new category name, press Enter to save it in the topic tree.

Add New Documentation Items

Right-click a category or subcategory, hover your cursor over Insert, and click Note, Measure, Test, or Scale as appropriate.

Enter the attributes for the item.

After creating your new content with All Topics selected, you can assign that content to individual topics. Select a category, subcategory, or individual item from the tree, and then check the appropriate topics in the Topics for Selected Item pane.

Continue to Step 4: Organize and Group Items.

Note: For system maintenance reasons, users will temporarily be unable to rename or reorder Topic Tree items. If you need to edit an item in the Topic Editor please reach out to Clinicient Support.

This article is intended for Clinical Leadership and describes the process for organizing and grouping documentation categories, subcategories in items in the Topic Editor.

Documentation Topics in Insight EMR are completely configurable. It is important that the content in the topics is well organized to make it as useful as possible for the clinical staff.

Watch Moving and Copying Documentation Items for a demonstration of this process.

Launch the Topic Editor

1. From the Templates menu, select Topics.
2. Select a Topic to review.

Rename Documentation Items

You can rename any of the Categories, Subcategories, and Items.

Click the Category, Subcategory, and Item and enter the new name as illustrated, then press Enter.

Note: Documentation items may be used in many topics, so renaming the item will change the name of the item in all topics. You may only rename items with All Topics selected. All items in the Topic Tree must be uniquely named.

Reorder Documentation Categories, Subcategories, and Items

Any of the documentation areas, categories, subcategories, and items may be reordered by dragging and dropping.

Note: You must have All Topics selected to reorder topics.

Use the following steps to change the order of a subcategory.

1. Click the subcategory.
2. Drag it straight to the left.
3. Drag it up or down the other subcategories.
4. Drop it in place.

Moving Items into Different Groups

Any of the Documentation Items may be moved into a different grouping of items if desired.

Note: You must have All Topics selected to reorder topics.

Use the following steps to move an item from one grouping to another:

1. Click on the SubCategory.
2. Drag it straight to the left, up or down the Topic Tree.
3. Drag it to the desired Category.
4. Drop it in place.

   

A log of all changes made to the Topic Tree can be accessed by selecting Changes History in the Topic Editor.

The Change Log will show the date and time changes were made and the name of the user who made the changes. Selecting the Date Stamp from the log will display all changes made at that time.