eCW Educational Material for Prima CARE

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Type in any search word to find videos and/or pdf documents explaining functions in eCW 10, eCW 11, and eCW 11e

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Note that eCW changes from month to month. Older videos may contain outdated information - and the videos may demonstrate workflows that have changed since the original date when the video was created.


Videos for eCW 11

Quality Measure: Vaccines Quality Measure: Cancer Screening Quality Measure: Smoking Depression Quality Measure PQRS BMI CMS DM Quality Make Appt HCC and RAF scores The Hub Setting up Referrals Away from Office Exam Template E-Request Link scan Immunizations Patient Portal Entering an allergy Lab favorites Lab Order Low Dose CT screening Setting up a lab alias Macro Navigation Scanning and Paperless Office Ordering a sleep study in eCW My Settings Using Telephone Encounters Patient Specific Templates Introduction to eEHx Constructing Progress Note Adding a Health Maintenance Alert to a Progress Note Fibroscan Adding a templet to multiple visits Social History Glitches Faxing in 11 P2P in eCW 11 Med Reconciliation

Videos and PDFs for eCW 11 listed alphabetically

Alias: Using and setting up lab aliases in eCW 11 (video)

Allegies: A video demonstrating the correct way to enter durg allergies in eCW 11 (video)

Allegies: A 5-page document demonstrating how to add drug and non-drug allergies in eCW 11 (pdf)

Appointment: Making an appointment in eCW 11 (pdf)

Appointment: Making an appointment in eCW 11 (video)

Assessment: A 2-page document demonstrating how to add an assessment (diagnosis) to a progress note in eCW 11 (pdf)

Basics: An introduction to eCW 11 for providers (pdf)

Basics: An 8.5 minute video demonstrating how to set up a progress note for an office visit (video)

Basics: A video demonstrating basic navigation tools in eCW 11 (video)

BMI screening, and documenting an intervention when the BMI is abnormal (video)

Clinical Notes/Notes: A discussion of how to use the Clinical Notes and Notes sections in eCW 11 - and how to change your default to Clinical Notes (pdf)

Co-Sign: Assigning a note to another provider to co-sign or review (pdf)

Demographics: "Update Demographics" telephone encounters coming from the portal. What they mean, and what to do about them. (pdf)

Depression screening, and documenting an intervention when the PHQ9 is positive (video)

DI and Lab Ordering: Ordering labs and diagnostic images in eCW 11 (video)

Duplicate Radiology Reports: How to review both copies of radiology reports (in the patient documents folder and the lab/DI folder) (pdf)

Education: Accessing Dr. Kney's eCW Educational Site (pdf)

Patient Education: Publishing Santovia patient education to the health portal, and sending eMessages to patients in eCW 11(pdf)

eEHx: An introduction to eEHx in eCW 11 (video)

ePrescription Refills: A 9 page document describing how to manage refill requests from pharmacies as well as how to refill medications in a progress note (pdf)

Errors: SNOMED errors in eCW 10 and eCW 11 (pdf)

Exam Template: How to create, update, and use exam templates in eCW 11 (pdf)

Exam Template: How to create, update, and use exam templates in eCW 11 (video)

Family History: Documenting the family history in eCW 11 (pdf)

Favorites: Setting up lab favorites in eCW 11 (video)

Fax: Faxing progress notes, labs and DI to other providers in eCW 11 (video)

Fax: Faxing progress notes, labs, and DI to other providers in eCW 11 (pdf)

Health Maintenance: Adding health maintenance alerts (completed or due) to a progress note in eCW 11 (video)

Health Maintenance: CDSS and practice-specific alerts in eCW 11 (pdf)

The Hub: An introduction to the Hub in eCW 11 (pdf)

The Hub: An introduction to the Hub in eCW 11 (video)

Immunizations: Entering immunizations in eCW 11 (video)

Immunizations: Entering immunizations in eCW 11 (pdf)

Lab Favorites: Setting up lab favorites in eCW 11 (video)

Lab and DI Ordering: Ordering labs and diagnostic images in eCW 11 (video)

Linking: Linking an order to a lab result, diagnostic image report, or colonoscopy report in eCW 11 (video)

Linking: Linking an order to a lab, diagnostic image, or colonoscopy to meet quality measures in eCW 11 (pdf)

Lung Cancer Screening: Low Dose CT - Is It Right for Me? A patient education video

Macros: Creating, editing, and using macros in eCW 11 (pdf)

Macros: Creating, editing, and using macros in eCW 11 (video)

Medicare Wellness Visit Requirements (pdf)

Medications: Managing medications in eCW 11, including topics of medication reconcilation, prescription refills, entering new prescriptions, and more (pdf)

Medication Reconciliation: Reconciling the medication list in eCW 11 (video)

Medication Refills: A video discussing how to refill prescriptions - including responding to ePrescription requests from a pharmacy (video)

Medication Refills: A 9 page document describing how to manage refill requests from pharmacies as well as how to refill medications in a progress note (pdf)

My Settings: Customizing My Settings in eCW 11 (pdf)

Navigation: A video demonstrating basic navigation tools in eCW 11 (video)

Order: Linking an order to a lab, diagnostic image, or colonoscopy to meet quality measures in eCW 11 (pdf)

P2P: Provider to provider communication in eCW 11 (video)

P2P: Provider to provider communication in eCW 11 (pdf)

P2P: Saving a P2P document to the documents folder in eCW 11 (pdf)

Portal: A video discussing the Prima CARE health portal (video)

Portal (PC Health Portal): Publishing Santovia patient education to the health portal, and sending eMessages to patients in eCW 11(pdf)

Portal: "Update Demographics" telephone encounters coming from the portal. What they mean, and what to do about them. (pdf)

Prescriptions (New Prescriptions): A video demonstrating a few ways in eCW 11 to write/enter a new prescription (video)

Prescriptions (Refills): A video discussing how to refill prescriptions - including responding to ePrescription requests from a pharmacy (video)

Prescriptions (Refills): A 4 page document explaining a workflow for refilling medications that eCW incorrectly identifies as discontinued (pdf)

Prescriptions (Refills): A 9 page document describing how to manage refill requests from pharmacies as well as how to refill medications in a progress note (pdf)

Prescriptions (RxEdit): A video discussing the changes in the Rx Edit screen made in July, 2019, to eCW 11 (video)

Prescriptions (RxEdit): A 2 page document discussing the changes in the Rx Edit screen made in July, 2019, to eCW 11 (pdf)

Prevention: CDSS and practice-specific alerts in eCW 11 (pdf)

Progress Notes: Assigning a note to another provider to co-sign or review (pdf)

Progress Notes: An 8.5 minute video demonstrating how to set up a progress note for an office visit (video)

Progress Notes: Setting up a progress note in eCW 11 for medical assistants (pdf)

Progress Notes: An in-depth discussion of how to document an office visit from start to finish (pdf)

Progress Notes: A discussion of how to use the Clinical Notes and Notes sections in eCW 11 (and how to change your default to Clinical Nogtes (pdf)

Quality Measures: An 8 page document from 2017 explaining the quality measures/benchmarks required by CMS (pdf)

Quality Measures: A 1 page summary of CMS quality measures for 2019 (pdf)

Quality Measures: A 5 page summary of the Prima CARE quality measures for 2019 with links to additional pdf documents and screen capture videos (pdf)

Quality Measure: BMI screening, and documenting an intervention when the BMI is abnormal (video)

Quality Measure: BMI screening, and documenting an intervention when the BMI is abnormal (pdf)

Quality Measures: Cancer screening - Pap smears, mammograms, and colonoscopies/FIT/FIT-DNA (pdf)

Quality Measures: Cancer screening - Pap smears, mammograms, and colonoscopies/FIT/FIT-DNA (video)

Quality Measure: Depression screening, and documenting an intervention when the PHQ9 is positive (video)

Quality Measure: Depression screening, and documenting an intervention when the PHQ9 is positive (pdf)

Quality Measures for Diabetics: A1c, foot exam, and eye exam (pdf)

Quality Measures for Diabetics: A1c, foot exam, and eye exam (video)

Quality Measures for Immunizations: Pneumovax 23 and influenza vaccines (pdf)

Quality Measures for Immunizations: Pneumovax 23 and influenza vaccines (video)

Quality Measure/Tobacco: Documenting tobacco use status, and for those using tobacco, documentation of counseling, in eCW 11 (video)

Quality Measures/Tobacco: Documenting tobacco use status, and for those using tobacco, documentation of counseling, in eCW 11 (pdf)

RAF scores: A video discussion RAF scores in Smart Search in eCW 11 (video)

Referrals: A video demonstrating how to set up and send referrals in eCW 11 (video)

Referrals: A 5 page document demonstrating how to set up and send referrals in eCW 11 (pdf)

Refill Prescriptions: A video discussing how to refill prescriptions - including responding to ePrescription requests from a pharmacy (video)

Refill Prescriptions: A 9 page document describing how to manage refill requests from pharmacies as well as how to refill medications in a progress note (pdf)

Right Panel: Using the right panel in eCW 11 (pdf)

Right Panel: Using the right panel in eCW 11 (video)

Rx Edit: A video discussing the changes in the Rx Edit screen made in July, 2019, to eCW 11 (video)

Rx Edit: A 2-page document discussing the changes in the Rx Edit screen made in July, 2019, to eCW 11 (pdf)

Santovia Patient Education: Publishing Santovia patient education to the health portal, and sending eMessages to patients in eCW 11(pdf)

Scanning: Scanning and the paperless office in eCW 11 (video)

Scanning: How to scan the report of a lab, diagostic image, or procedure and link it to an order (video)

Settings: Customizing My Settings in eCW 11 (pdf)

Settings: Customizing My Settings in eCW 11 (video)

Sleep Study: Ordering a sleep study in eCW 11 (video)

Social History: An explanation of the disappearing social history and the right panel not updating, and the fix for these problems in eCW 11 (video)

SNOMED Errors: What are they, and how to fix them in eCW 11 (pdf)

Telephone Encounters: How to use telephone encounters in eCW 11 (pdf)

Telephone Encounters: How to use telephone encounters in eCW 11 (video)

Templates: Using patient specific templates in eCW 11 (video)

Templates: Creating your own templates in eCW 11 (pdf)

Templates: How to create, update, and use exam templates in eCW 11 (pdf)

Exam Template: How to create, update, and use exam templates in eCW 11 (video)

Tips and Tricks: Functions that increase speed and efficiency in eCW 11 (pdf)

Transitional Care Management (TCM): Using the TCM module in eCW 11 (pdf)

Vacations: Settings and workflows in eCW 11 that can help when a provider goes on vacation (video)


Videos for eCW 11e

Encounters Allergies Reconcile meds Order labs/DI Santovia Labs/DI Immunizations Appointments

Videos and PDFs for eCW 11e listed alphabetically

Actions: Creating a new Action in eCW 11e (pdf)

Allergies: Entering, updating, and removing allergies correctly in eCW 11e (video)

Allergies: Adding a drug allergy as structured data in eCW 11e (pdf)

Appointments: Working with appointments in eCW 11e (video)

Appointments: Making an appointment for a patient in eCW 11e (pdf)

Assessments: Working with assessments/diagnoses in eCW 11e (pdf)

Authentication: The login and authentication process in eCW 11e (pdf)

Basics: A basic introduction to eCW 11e (pdf)

Colonoscopy: How to order a colonoscopy in eCW 11e (starting from the ASC schedule) (pdf)

Education: Publishing Santovia patient education to the patient's health portal (video)

Education: Accessing Dr. Kney's eCW Educational Site (pdf)

Education: Publishing Santovia patient education to the health portal, and sending eMessages to patients (pdf)

Encounters: How to search, filter, and view encounters in eCW 11e (video)

Fax: Faxing progress notes, labs, and DI to other providers in eCW 11e (pdf)

Family History: Working with the family history in eCW 11e (pdf)

Health Portal: Publishing Santovia patient education to the health portal, and sending eMessages to patients (pdf)

Hub: A short document - Side by side comparison of the Hub in eCW 11e vs eCW 11 (pdf)

Immunizations: Entering immunizations and therapeutic injections in eCW 11e (video)

Immunizations: Entering immunizations in eCW 11e (pdf)

Lab and DI: Ordering in eCW 11e (video)

Lab, DI, Rx: Ordering in eCW 11e (pdf)

Labs and DI: Viewing labs and X-ray reports, as well as semdomg labs, X-ray reports, and office notes to other providers (video)

Login: The login and authentication process in eCW 11e (pdf)

Macros: Creating, editing, and using macros in eCW 11e (pdf)

Medical History: Adding medical history in eCW 11e (pdf)

Medications: A short document discussing an easy way to find discontinued medications from the past (pdf)

Medications: Managing Medications eCW 11e (video)

Medications: Reconciling medications in eCW 11e (video)

Medications: A short document discussing reconciling medications in eCW 11e (also discusses External Rx History, Past Rx History, and Unreconciled Medications) (pdf)

Patient: Adding a new patient in eCW 11e (pdf)

Portal: "Update Demographics" telephone encounters coming from the portal. What they mean, and what to do about them. (pdf)

Patient Education: Publishing Santovia patient education to the patient's health portal (video)

Referrals: Making referrals from the PCP office in eCW 11e (pdf)

Settings: Customizing your workspace in eCW 11e using My Settings (pdf)

Smart Search: Working with assessments/diagnoses in eCW 11e (pdf)

Telephone Encounters: Working with telephone encounters in eCW 11e (pdf)

Vacations: What to do when a provider goes on vacation with eCW 11e labs/DI, ePrescription refills, email, and telephone encounters (pdf)


All older videos, newsletters, and eCW updates