List Maintenance
5) Click the Paste icon from menu bar.
Add a Location List to your Organizer
Location lists are automatically updated by the
registration system and include all patients in a
clinical unit.
1) Click the List Maintenance icon.
2) Click New.
3) Select Location.
4) Click Next.
5) There are two listings for UPMC
Presbyterian Shadyside, double-click the
first one.
6) Double-click the appropriate Building.
7) Double-click the appropriate Unit.
8) Click Finish.
9) Highlight the selected unit on the Available
lists side of the window.
10) Click the Arrow button to move the
selected unit to the Active lists side of the
window.
11) Click OK.
Create a Custom List
Custom lists are not maintained by the
registration system. You must add and remove
patients from your custom lists yourself.
1) Click the List Maintenance icon.
2) Click New.
3) Select Custom.
4) Click Next.
5) Type a name for the custom list.
6) Click Finish.
7) Highlight the list name on the Available
lists side of the window.
8) Click the Arrow button to move the
selected list to the Active lists side of the
window.
9) Click OK.
Copy & Paste Patients from Location
List to Custom List
1) Click the location list tab on the Organizer.
2) Click the patient name that you want to
add to the custom list. To copy more than
one patient, press and hold the Ctrl key
while selecting each additional patient.
Each selected name will be highlighted.
3) Click the Copy icon on menu bar.
4) Click your custom list tab.
3) Click the appropriate checkbox to select a
Add a Patient to a Custom List
1) Select a custom list tab.
2) Click the Add Patient icon to open the
Patient Search window.
3) Enter the patient’s name, MRN, or SSN.
4) Click Search.
5) Double-click the patient name to add it to
the list.
Remove Patient from Custom List
1) Select the custom list tab.
2) Click the patient name to be deleted.
3) Click the Remove Patient icon.
Printed Reports
Rounding List
You can print a list (5-8 patients per page) that
includes patient demographic and encounter
information. For example, patient name,
location, attending physician name, and
medical service. The list does not include any
clinical data. You may find the list useful when
making rounds on the nursing units.
1) Click Task on the menu bar.
2) Click Reports
3) Click the checkbox next to Rounding
Report II.
4) Click Print.
5) Click OK.
36-hour Patient Summary/Patient
Health Insurance List
You can print a 36-hour summary from within a
patient’s chart or, for one or more patients,
from the Organizer.
To select more than one patient from the
Organizer, click on one patient name then
press and hold the Ctrl key while clicking each
additional name. Each patient’s name will be
highlighted. To select all patients on a list, click
Patient List on the menu bar and choose
Select All Patients.
After patient names are highlighted:
1) Click Task on the menu bar.
2) Click Reports.
report type.
4) Click Print.
Note: Reports can only be viewed in printed
form. They cannot be displayed electronically.
The From date can be set as far back as
seven days prior to the current date.
Find Patient Chart
1) Click the Find Patient icon on the toolbar.
2) Search by name, MRN, or SSN.
3) Click Search.
4) Click the patient’s name.
5) Click the appropriate visit (encounter).
6) Click OK to open the chart.
Refresh Patient Chart
Click the As Of button to refresh the data
displayed. This will ensure that you are viewing
data available as of the time displayed on the
As Of button.
Banner Bar (Identification bar)
The banner bar has three hyperlinks that allow
you to quickly access additional information.
 Click the patient name to display Patient
Demographics.
 Click the location to display the patient’s
Visit History.
 Click Allergies to display the patient’s
allergy information.
Results Legend
 Blue text – new results
 Red text – abnormal low, high, or critical
results
 Black text – normal results that have been
reviewed and bookmarked
 N – a note from the laboratory or a system
alert is attached to the result. Double-click
the result to display result details and the
Comments tab.
 C – corrected value; double-click the result
to display details in the Result History
window.
Results Review
View Results
Click on a result to display the normal range in
the lower left corner of the screen. Double-click
on a result to display result details and
comments.
Change Search Criteria
Most flowsheet tabs default to last 7 days.
To change the search criteria:
1) Right-click on the search criteria bar.
2) Click Change Search Criteria.
3) Select the desired Result Lookup criterion.
You can search by Clinical Range,
Posting Range, Result Count, New
Results or Admission – Current.
4) Click OK.
Graph Results
1) Click the gray square to left of the result
name.
A checkmark will be displayed on the
square and the result name will be high-
lighted.
2) Click the Graph icon on the toolbar to
display the graph for the selected result
type.
 By selecting multiple procedures, you
can graph several tests at the same
time.
 Clicking on the Combine button on the
graph window will merge multiple
graphs.
 Each circle on a graph represents a
specific result value. Click in a circle to
review the details for the
corresponding result.
3) Click Print for a paper copy of the graph or
Close to close the graph window.
Change Display Settings
Results can be displayed in Table view, Group
view or List view. Click in a radio button to
change the view.
Table view – lists procedure names down the
side, date and time across the columns
Group view – lists categories and dates down
the side, procedure names across the columns
List view – results are displayed in the same
format as the List View Flowsheet
Viewing Microbiology Results
Microbiology results can be reviewed on the All
Clinical Data tab, the Lab tab, or the Micro tab.
Micro tab
 Displays results from the past 30 days
 Results are listed in date order, beginning
with most the recent.
Microbiology results older than 30 days must
be viewed on the All Clinical Data or Lab tabs.
Click the Microbiology Navigator bar to display
microbiology results when viewing the All
Clinical Data tab.
1) Double-click on the result to display result
details including susceptibilities.
List View Flowsheet
The List View Flowsheet tab displays the event
date, procedure name, result, and reference
range in one row.
1) Click the List View Flowsheet tab.
2) Double-click on a result to display result
details.
3) Click on the Event Date cell to change the
display from Reverse Chronological to
Chronological order.
4) Click in the Event cell to sort procedures
alphabetically by name.
Clinical Notes tab
Notes and reports that have been transcribed
and PowerNotes can be viewed in PowerChart
using the All Clinical Data tab or the Clinical
Notes tab.
1) Click the Clinical Notes tab.
2) Double-click the Notes folder.
3) Click the plus sign (+) to open notes
contained in the folder.
4) Double-click on a note to view the note.
5) Notes can be sorted by type, for example,
H&P, Progress, or D/C Summary, by date,
or by encounter.
Med Profile
Click the Med Profile tab to review patient
medications. The Med Profile is not an
electronic Medication Administration Record
(MAR). Please refer to the paper copy of the
MAR for administration information.
Medication(s) Being Given
Current - meds that have been ordered during
an inpatient admission.
Past – meds that have either been
discontinued or completed.
Prescription(s)/Home Medications
Current – active outpatient medications
Past – outpatient medications that have either
been discontinued or completed
Patient Information tab
The Patient Information tab has the following
sub-tabs: Patient Demographics, Visit History,
Clinician Info, Allergies, Problem List,
Procedures, and Immunizations.
Clinician Info tab
This tab can be used to view PCP information
and an audit trail of users who have opened
this chart.
Allergies
Allergies can be viewed by clicking the allergy
link in the banner bar or by using the Allergies
tab, located under the Patient Info tab.
Proxying a List to Another User
Patient lists can be shared by two or more
users by using the proxy function.
1) From the Organizer, click on the tab of the
list you would like to proxy.
2) Select Patient List from the menu bar,
then click Properties.
3) Click the Proxy tab and click New.
4) Click Provider and type the name of the
person to receive your list.
5) Click the dropdown arrow under Access
and select Maintain.
6) To select an end date, click the dropdown
arrow to the right of the To field and select
eRecord
an end date. Click in the field to the right of
the dropdown arrow to enter a time. Click
Results Review
Apply, then OK. Setting an end date is
optional. (PowerChart)
7) Notify your colleague that a list has been
proxied so that they can activate the list to for
display on their Organizer.
Adding a Proxied List to your
CLINICIANS
Organizer
Before you can view a list that has been Quick Reference Guide
proxied to you, you must add it to your Revised 9/07/05
Organizer.
1) From your Organizer, click the Patient List
menu.
2) Choose List Maintenance.
3) Click the list from the other user.
4) Click the right-pointing arrow to move the
list from the Available lists side of the
window to the Active lists side of the
window.
5) Click OK.
Disabling a Proxy
When you no longer need a list proxied to you
by another user, you can remove the list from
your Organizer.
1) From your Organizer, click the tab of the
proxied list.
2) Select Patient List from the menu bar, and
choose Properties.
3) Click the Proxy tab.
4) Click on your name in the proxy pane.
5) Change the To date to any date in the past Telephone, logon, and password support:
and enter a time.
6) Click Apply, then OK. ISD Help Desk: 412-647-HELP (4357)
UPMC Infonet:
http://eRecord.infonet.upmc.com
E-mail: eRecord PowerChart@upmc.edu
 2005 University of Pittsburgh Medical Center