Avenue Five Institute Introduction to Clinical Reminders Baccalaureate Paper

Learning objectives

1. Utilize technology for data collection, storage, analysis, and reporting of information (3)
2. Analyze statistical data for decision making (4)
3. Manage information as a key strategic resource and mission tool (5)

Student instructions

1. If you have questions about this activity, please contact your instructor for assistance.
2. You will review a de-identified chart to complete this activity. Your instructor has
provided you with a link to the Introduction to Clinical Reminders (BS) activity. Click on
2: Launch EHR to review the patient chart and begin this activity.
3. Refer to the patient chart and any suggested resources to complete this activity.
4. Document your answers directly on this activity document as you complete the activity.
When you are finished, you will save this activity document to your device and upload
this activity document with your answers to your Learning Management System (LMS).

Glossary

Clinical Reminders: The Clinical Reminder system is a built-in Clinical Decision Support (CDS)
system that allows the care team to track and improve preventive healthcare and disease
treatment for patients and ensure that timely clinical interventions are initiated. Clinical
Reminders perform automatic chart audits and schedule events based on pre-programmed
criteria. In other words, Clinical Reminders do a chart review and tell clinicians what the patient
needs, or which patients need something.
Reminder Inquiry: A reminder-specific summary of the data and criteria associated with an
individual reminder.
Reminder Description/Rationale: The human-readable description of the clinical purpose,
intent, and inclusion/exclusion criteria for the reminder.

EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.3 2
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Reminder Cohort: Patients included in a group who need an intervention, e.g. “This patient
needs a flu shot” or patients to include on a report, “Show all patients who need flu shots.”
Inclusion Criteria: The presence or absence of data that will prompt the reminder to become
“due” for a patient.
Exclusion Criteria: What will turn this reminder OFF? The findings necessary to resolve the
Reminder.
Not Applicable Reminder: A reminder is considered to be “Not Applicable” for a patient if no
findings are present in the patient’s chart.
Reminder Schedule: How often should this reminder or selected intervention be due for the
cohort?
Reminder Finding: A FINDING is a piece of information that the reminder uses for inclusion for
in the EHR. A FINDING is binary: It’s there or it’s not. A finding must be coded data in order for
the EHR to recognize it. Examples of findings are lab results, vitals, completed orders, etc.
Due Reminder: A reminder is DUE for a patient if they are in the cohort (applicable) and have
not had the need (frequency) for the intervention (finding) that the reminder is seeking, and
the intervention is currently due.
Overdue Reminder: A reminder is OVERDUE for a patient if they are in the cohort (applicable)
and have not had the need (frequency) for the intervention (finding) that the reminder is
seeking, and the intervention is past due.
Not Due Reminder: A reminder is NOT DUE for a patient if they are in the cohort (applicable)
and have had the need (frequency) for the intervention (finding) that the reminder is seeking,
and the intervention is not currently due.
Clinical Decision Support (CDS): Clinical Decision Support (CDS) provides clinicians, staff,
patients or other individuals with knowledge and person-specific information, intelligently
filtered or presented at appropriate times, to enhance health and health care. CDS
encompasses a variety of tools to enhance decision-making in the clinical workflow. These tools
include computerized alerts and reminders to care providers and patients; clinical guidelines;
condition-specific order sets; focused patient data reports and summaries; documentation
templates; diagnostic support, and contextually relevant reference information, among other

EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.3 3
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tools. Clinical Reminders are a powerful type of CDS. (Centers for Medicare and Medicaid
Services, 2014)

The activity

You have been asked to review the Central Clinic’s use of Clinical Reminders as an initiative for
improved Clinical Decision Support (CDS) in conjunction with their EHR system. You have been
provided with a recent report of the Influenza Vaccine Clinical Reminder cohort findings and a
de-identified chart with some examples of Clinical Reminders, including a BMI Clinical Reminder
Alert with details for your review. Please use this information to complete this activity.
Launch the de-identified EHR and answer the following questions.
Questions

1. Which clinical reminder(s) are due?
2. Which clinical reminder(s) are not due?
3. What is the exclusion criteria for the Influenza Vaccine reminder?
4. What is the inclusion criteria for the Body Mass Index >25 reminder?
5. Whenwas the Body Mass Index >25 reminder last completed?
6. How long before the Body Mass Index >25 reminder is due again?
7. Where in the EHR can the inclusion criteria for the Body Mass Index >25 reminder be
found and what is the exact value?
8. What is the inclusion criteria for the Lipid Measurement reminder?
9. How frequently is the Lipid Measurement due for this patient and why?
10. How long ago was the Lipid Measurement reminder last completed?

EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.3 4
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11. How long before the Lipid Measurement reminder is due again?
12. Where in the EHR can the inclusion criteria for the Lipid Measurement reminder be
found?

Refer to the BMI Reminder Inquiry to answer the following questions.
13. What is the rationale listed for the BMI > 25 Clinical Reminder?
14. What happens to this reminder if a patient’s BMI drops to 23?
15. What happens to this reminder if a patient’s BMI of 29 was last documented two years
ago?
16. In youropinion, what is the purpose of the BMI >25 clinical reminder?

Refer to the EHR Go Influenza Clinical Reminder spreadsheet report to answer the following
questions.
17. Take a moment to examine the report data and the pivot table summary and describe
the population and subject of this report.
18. Review this report of influenza clinical reminders. What information about the data can
you gather from the pivot table?
19. In your opinion, what is the most probable explanation of the results of the Influenza
Clinical Reminder report?
20. Do you have any specific recommendations based on this report?

EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.3 5
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Submit your work

Document your answers directly on this activity document as you complete the activity. When
you are finished, save this activity document to your device and upload this activity document
with your answers to your Learning Management System (LMS).If you have any questions about
submitting your work to your LMS, please contact your instructor.
References

al., W. A. (2010). Best Practices in CDS: The Case of Preventative Care Reminders. Retrieved
from Applied Clinical Informatics: http://dx.doi.org/10.4338/ACI-2010-05-RA-0031
Centers for Medicare and Medicaid Services. (2014, July). Clinical Descision Support: More than
just alerts. Retrieved from CDS Tipsheet:
https://www.healthit.gov/sites/default/files/clini…
Health IT.Gov. (2016, March 28). Clinical Decision Support (CDS).
Kernan, R. (2012, August 22). Clinical Document Architecture (CDA) – HealthIT.gov. Retrieved
from HealthIT.gov: https://www.healthit.gov/sites/default/files/cda_c-
cda_theirrole_in_mu.pdf
Practice Fusion. (2017). What is structured data or a structured result? United States.

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