Patient Data Console

Patient Data
Console
Patient Data Console

by Evident
Patient Data Console

Copyright © 2023 by Evident.

All rights reserved. This publication is provided for the express benefit of, and use by, Evident Client Facilities.
This publication may be reproduced by Evident clients in limited numbers as needed for internal use only. Any
use or distribution outside of this limitation is prohibited without prior written permission from Evident. The
reception of this publication by any means (electronic, mechanical, photocopy, downloading, recording, or
otherwise) constitutes acceptance of these terms.

Trademarks:
The Evident logo, as it appears in this document is a Trademark of CPSI.

Limitations:
Evident does not make any warranty with respect to the accuracy of the information in this document.
Evident reserves the right to make changes to the product described in this document at any time and
without notice.

Version : 20
Published : June 2023

Evident
6600 Wall Street
Mobile Alabama 36695
T 800-711-2774 F 251-639-8214
evident.com
 Table of Contents I

Table of Contents

Chapter 1 Introduction
Overview ............................................................................................................... 1
............................................................................................................... 1
Attestation Disclaimer
What's New ............................................................................................................... 2
PDC Update 1.3.0 - 21.00.00
......................................................................................................... 2
Add/Edit/Remove Family .........................................................................................................................................
Medical History Card -- CPSI-2008 2
New Actions Icon within.........................................................................................................................................
Problem Management Card -- DEV-226347 2
Radiology - Add Completed Date and Time to Compare View --
DEV-225706 ......................................................................................................................................... 2
......................................................................................................... 2
PDC Update 1.4.0 - 21.00.06
Adjust the Default Size.........................................................................................................................................
of Card Column Widths -- DEV-228165 2
21.01.00 ......................................................................................................... 3
Add behavior controls for.........................................................................................................................................
vital sign PDC cards -- EVI-78394 3
......................................................................................................... 3
PDC Update 1.5.0 - 21.01.09
Allow Compare of Notes .........................................................................................................................................
within the Encounter History Card -- CPSI-19411 3
Board Admin - Administer .........................................................................................................................................
For -- CPSI-19427 3
Board Admin Permissions .........................................................................................................................................
-- CPSI-20754 3
Encounter History Card.........................................................................................................................................
-- CPSI-19412 4
I/O Card -- CPSI-23694......................................................................................................................................... 4
Manage Groups Create .........................................................................................................................................
-- CPSI-19848 4
New Simplified Medication.........................................................................................................................................
Cards -- CPSI-20240 4
.........................................................................................................
PDC Update 1.6.0 - 21.03.10 4
.........................................................................................................................................
Add or Edit Vitals in Vitals Recent Trend Card -- CPSI-25206 4
Card Listing Enhancement .........................................................................................................................................
-- CPSI-30823 5
Demographics Specialty .........................................................................................................................................
Card -- CPSI-23501 5
.........................................................................................................................................
Indicator of a Pushed Board in Board Expanded View -- CPSI-25691 5
Filter Encounter History.........................................................................................................................................
Card by Problem -- CPSI-24051 5

Chapter 2 Security Overview for Patient Data Console

Overview ............................................................................................................... 6
Applications ............................................................................................................... 6
............................................................................................................... 7
Behavior Controls

Chapter 3 Boards
Overview ............................................................................................................... 9
...............................................................................................................
Collapsed Board View 9
My Boards .........................................................................................................
10
.........................................................................................................
Public Boards 10
...............................................................................................................
Expanded Board View 10
My Boards .........................................................................................................
12
Public Boards
.........................................................................................................
12
New Board ...............................................................................................................
Creation 13
............................................................................................................... 13
Board Management
............................................................................................................... 14
Board Administration
 II Patient Data Console

Push Board .........................................................................................................

14
Administer For
.........................................................................................................
16
............................................................................................................... 17
Archive Boards

Chapter 4 Cards
Overview ............................................................................................................... 18
............................................................................................................... 19
Specialty Cards
Chief Complaint
......................................................................................................... 19
Current Medications Simplified
......................................................................................................... 19
Demographics Specialty
......................................................................................................... 20
Discharge Medications Simplified
......................................................................................................... 21
Encounter History
......................................................................................................... 22
Family Medical History
......................................................................................................... 24
Home Medications Simplified
......................................................................................................... 25
Intake Output
......................................................................................................... 25
Lab Recent Trend
......................................................................................................... 26
Problem Management
......................................................................................................... 28
Add a New Problem ......................................................................................................................................... 29
No Known Problems ......................................................................................................................................... 30
Procedures .........................................................................................................
30
Radiology .........................................................................................................32
Vitals Line Graph
.........................................................................................................
33
Vitals Most Recent & Previous
.........................................................................................................
34
Vitals Recent Trend
.........................................................................................................
35
............................................................................................................... 36
Dataset Cards
Allergy ......................................................................................................... 36
.........................................................................................................
Chief Complaint (View) 37
.........................................................................................................
Current Medications 37
Demographics......................................................................................................... 37
.........................................................................................................
Discharge Medications 38
.........................................................................................................
Family History 38
.........................................................................................................
Home Medications 38
.........................................................................................................
Immunizations 39
Labs ......................................................................................................... 39
Problems ......................................................................................................... 40
.........................................................................................................
Social History 40
.........................................................................................................
Surgical History 41
Vitals ......................................................................................................... 41
 Introduction 1

Chapter 1 Introduction

1.1 Overview
Patient Data Console is a single solution strategy that eliminates the burdensome and time
consuming task of navigating through numerous screens. It gives providers and other clinicians
relevant information about their patients from any care setting built within their own customized work
flows. It also gives the ability to quickly take action and increase patient rounding efficiency by
spending less time on the computer between visits.

1.2 Attestation Disclaimer

Meaningful Use attestation confirms the use of a certified Electronic Health Record (EHR) to
regulatory standards over a specified period of time. Evident and TruBridge Meaningful Use certified
products, recommended processes and supporting documentation are based on Evident’s
interpretation of the Meaningful Use regulations, technical specifications and vendor specifications
provided by CMS, ONC and NIST. Each client is solely responsible for its attestation being a
complete and accurate reflection of its EHR use during the attestation period and that any records
needed to defend the attestation in an audit are maintained. With the exception of vendor
documentation that may be required in support of a client’s attestation, Evident and TruBridge bear
no responsibility for attestation information submitted by the client.

© 2023 Evident
 2 Patient Data Console

1.3 What's New

Enter topic text here.

PDC Update 1.3.0 - 21.00.00

The Patient Data Console 1.3.0 environment is included within the 20.21.00 update. This update is a
maintenance update and will load during the sites scheduled maintenance window. The users will be
automatically pointed to the PDC 1.3.0 environment when the server comes back up from the
maintenance window. The following updates have been made to the Patient Data Console
application:

Add/Edit/Remove Family Medical History Card -- CPSI-2008

DESCRIPTION: A new specialty card, Family Medical History, is available to allow the user to add,
edit and remove family history data from within Patient Data Console.

DOCUMENTATION: See Family Medical History 24

New Actions Icon within Problem Management Card -- DEV-226347

DESCRIPTION: A new Actions icon has been added to the Problem Management card. Within
Actions, the user will be able to delete or archive a problem.

DOCUMENTATION: See Problem Management 28

Radiology - Add Completed Date and Time to Compare View -- DEV-225706

DESCRIPTION: The Radiology card will now display the Completed Date and Time above the
transcription documents when comparing two radiology transcriptions.

DOCUMENTATION: See Radiology 32

PDC Update 1.4.0 - 21.00.06

The Patient Data Console 1.4.0 environment is included within the 21.00.06 update. This update is a
maintenance update and will load during the sites scheduled maintenance window. The users will be
automatically pointed to the PDC 1.4.0 environment when the server comes back up from the
maintenance window. The following updates have been made to the Patient Data Console
application:

Adjust the Default Size of Card Column Widths -- DEV-228165

DESCRIPTION: The following cards will now display with a default width of two columns on a board:
Radiology, Allergy (dataset card), Current Medication (dataset card), Discharged Medications
(dataset card), Immunization (dataset card), Labs (dataset card), Vital Signs (dataset card), Family
History (dataset card) and Surgical History (dataset card).

DOCUMENTATION: See Dataset Cards 36 and Radiology 32 .

© 2023 Evident
 Introduction 3

21.01.00

Add behavior controls for vital sign PDC cards -- EVI-78394

DESCRIPTION: New behavior controls were added to allow or deny the ability to add, edit and
delete vital sign entries within Patient Data Console. The new controls are Add/Edit/Remove Vitals
and Vital - View Only.

DOCUMENTATION: See Behavior Controls 7

PDC Update 1.5.0 - 21.01.09

The Patient Data Console 1.5.0 environment is included within the 21.01.09 update. This update is a
maintenance update and will load during the sites scheduled maintenance window. The users will be
automatically pointed to the PDC 1.5.0 environment when the server comes back up from the
maintenance window. The following updates have been made to the Patient Data Console
application:

Allow Compare of Notes within the Encounter History Card -- CPSI-19411

DESCRIPTION: The new card, Encounter History, allows a comprehensive view of the history of
the patient's visits. In this card, each visit is listed (within the selected date range) with the ability to
view Notes from that visit. Selecting the expand icon within the visit will display the notes for that visit.
The user may now also compare two notes to view how a patient is progressing over time.

DOCUMENTATION: See Encounter History 22

Board Admin - Administer For -- CPSI-19427

DESCRIPTION: A new administrative feature with Patient Data Console is now available to allow a
user to have administrative functions on another user's behalf. This includes the ability to create
boards, set boards as favorites, reorder their My Boards listing, edit, duplicate, and archive/restore
their boards. When an administrator is editing a board for another user, they will have the ability to
add cards, change the card name, clone cards, delete cards, resize cards, rearrange cards within a
board and configure a card's settings.

DOCUMENTATION: See Administer For 16

Board Admin Permissions -- CPSI-20754

DESCRIPTION: The behavior controls Board Publish and Board Administration have been
created for additional security within Patient Data Console

DOCUMENTATION: See Behavior Controls 7

© 2023 Evident
 4 Patient Data Console

Encounter History Card -- CPSI-19412

DESCRIPTION: A new card, Encounter History, allows a comprehensive view of the history of the
patient's visits.

DOCUMENTATION: See Encounter History 22

I/O Card -- CPSI-23694

DESCRIPTION: An Intake Output card is now available to review the fluid balance of a patient.

DOCUMENTATION: See Intake Output 25

Manage Groups Create -- CPSI-19848

DESCRIPTION: A board administrator now has the ability to push boards to a group of users.

DOCUMENTATION: See Push Boards 14

New Simplified Medication Cards -- CPSI-20240

DESCRIPTION: New versions of the Discharged Medications, Home Medications, and Current
Medications cards have been created to address layout issues and will now prevent scrolling within
cards. The new versions of the cards will display the Medication, Dosage, Frequency, and Route with
all remaining data included in the expanded section of the card. The card names are Discharged
Medications Simplified, Home Medications Simplified, and Current Medications Simplified.

DOCUMENTATION: See Current Medications Simplified 19 , Discharge Medications Simplified 21 ,

and Home Medications Simplified 25 .

PDC Update 1.6.0 - 21.03.10

The Patient Data Console 1.6.0 environment is included within the 21.03.10 update. This update is a
maintenance update and will load during the sites scheduled maintenance window. The users will be
automatically pointed to the PDC 1.6.0 environment when the server comes back up from the
maintenance window. The following updates have been made to the Patient Data Console
application:

Add or Edit Vitals in Vitals Recent Trend Card -- CPSI-25206

DESCRIPTION: A new option has been added to the Vitals Recent Trend card that allows for vitals
to be added, edited, or removed.

DOCUMENTATION: See Vitals Recent Trend Card 35

© 2023 Evident
 Introduction 5

Card Listing Enhancement -- CPSI-30823

DESCRIPTION: When creating or editing a board, cards have now been organized into two
sections; Specialty and Dataset Cards. The Specialty card list will contain all cards that have the
ability to add or edit and have a specialized layout. The Dataset card list will display all read-only
cards that are configurable.

DOCUMENTATION: See Cards Overview 18

Demographics Specialty Card -- CPSI-23501

DESCRIPTION: A new card, Demographics Specialty, is now available within Patient Data Console.
This card will allow the user to view basic demographic information about a patient without having to
leave Patient Data Console.

DOCUMENTATION: See Demographics Speciality 20

Indicator of a Pushed Board in Board Expanded View -- CPSI-25691

DESCRIPTION: An indicator that a new board has been pushed to the user will now display on the
card when accessing Boards in the Expanded View. After viewing the board, the New icon will be
removed and the count for the newly pushed boards will be reduced by one.

DOCUMENTATION: See Push Board 14

Filter Encounter History Card by Problem -- CPSI-24051

DESCRIPTION: The Encounter History card within Patient Data Console may now filter the
encounter listing by a specific problem(s). A filter drop-down will display at the top of the card that will
be populated by the problems on the patient's problem list with the status of Treat this Visit, Active,
and Historical.

DOCUMENTATION: See Encounter History Card 22

© 2023 Evident
 6 Patient Data Console

Chapter 2 Security Overview for Patient Data Console

2.1 Overview
Evident has developed security that will create "rules" through what is called the Rule Builder to define
security access for Notes to the user's login. A rule states what the "behavior" for a user must be in
order to perform a particular function in Notes. How the rule is set up in the rule builder determines
what the user's behavior is when accessing the Thrive Notes application and screens. Please see
the System Administration User Guide for additional setup information.

2.2 Applications
Once Patient Data Console has been activated by an Evident Representative in the selected facility
using PDC, the application needs to be turned on per user following the steps below:

1. From System Administration, select the login or role to activate the Patient Data Console
Application.

2. Select Applications.

3. Select New to create a rule for the Patient Data Console application.

4. From Step 1: Select Application Code, select Facility.

5. From Step 2: Select Allow.

6. From Step 3: Select Application Code and select Add. Next choose the Patient Data Console
(code CS) application and select Insert. Then select the back arrow to access the rule builder
screen.

7. Select Facility and select Add. Next choose the Facility that Patient Data Console was activated
within and select Insert. Then select the back arrow to access the rule builder screen.

8. Select Save and enter a rule title then select OK to save the rule. Once the rule is created simply
add it to each Login or Role by selecting Associate rule and searching for the title created in step
7. Select the rule and choose Select to add to the selected login or Role.

© 2023 Evident
 Security Overview for Patient Data Console 7

2.3 Behavior Controls

The following Patient Data Console behaviors are:

Add/Edit/Remove Vitals: Allows the user to enter vitals, edit their vital sign entries, and delete
their vital sign entries within the Vitals Recent Trend card.

Vitals - View Only: Allows the user to only have view access of the Vitals Recent Trend card.

Board Publish: Allows access to the Publish option allowing the user to publish boards they have
created.

Board Administration - Full Access Add, Edit, Remove: Allows access to Manage Board
Groups, Push Boards to other users, and be an administrator to manage other user's boards on
their behalf.

The Patient Data Console behavior controls are also listed under the Notes behavior controls but will
work for both Notes and Patient Data Console. The following Notes Behavior Controls that affect
Patient Data Console are:

Add/Edit/Remove Problems: Allows a user to enter, edit or archive historic problems within the
Problem Management card of Patient Data Console. Default Role: Provider.

Enter Historic/Resolved Problems: Allows a user to enter and edit historic problems within the
Problem Management card of Patient Data Console. This also denies the ability to be able to
archive a historic problem. Default Roles: Registered Nurse and Licensed Practical Nurse.

Problems Read Only: Allows a user view only access to the Problem Management card of
Patient Data Console. This also denies the ability to be able to archive or restore an archived
problem. Default Roles: Nursing Staff and Clinic Staff

Add/Edit/Remove Allergies: For future development within Patient Data Console to allow a user
to add, edit or remove allergy information within the Allergy card. Default Roles: Providers,
Registered Nurse and Licensed Practical Nurse.

Chief Complaint Read Only: Allows the user to have view only access the to chief complaint filter
within Notes and the card within Patient Data Console. From the Notes application, the chief
complaint filter will not display the plus icon only allowing the user to insert the filter into the Create
Note panel. From Patient Data Console the user will not be able to enter or edit any data within the
chief complaint card. Default Roles: Nursing Staff and Clinic Staff

Surgery Read Only: Allows the user to have view only access to the Surgery History filter within
Notes and the Procedure card within Patient Data Console. From the Notes application, the
Surgery History filter will not display the plus icon only allowing the user to insert the filter into the
Create Note panel. From Patient Data Console the user will not be able to enter or edit any data
within the Procedure card. Default Roles: Nursing Staff and Clinic Staff

© 2023 Evident
 8 Patient Data Console

Once Patient Data Console application is set to active the following defaults will be added to each
role:

Provider
o Add/Edit/Remove Allergies
o Add/Edit/Remove Vitals
o Add/Edit/Remove Problems

Registered Nurse and Licensed Practical Nurse

o Add/Edit/Remove Allergies
o Add/Edit/Remove Vitals

Nursing Staff and Clinic Staff

o Add/Edit/Remove Vitals
o Problems Read Only
o Chief Complaint Read Only

© 2023 Evident
 Boards 9

Chapter 3 Boards

3.1 Overview
Patient Data Console will display a board with cards showing information within the patient’s chart.
Boards will only display the information pertinent to the setup of the user and may be set up to
streamline the user's workflow. A user may set up several boards to support different work flows.

To view all available boards select . The Board menu will display 2 sections: My Boards
and Public Boards. The My Boards section will display the user's specific boards and Public Boards
will display all published boards within the facility.

The Boards menu may be viewed in a collapsed 9 view or may be expanded 10 by selecting the
expand icon.

3.2 Collapsed Board View

The collapsed Board menu will display the 2 sections: My Boards and Public Boards. Up to 10
boards will display by default in each section. Selecting Show More (if applicable) will display the
additional boards available within each section.

To open a board not selected as a favorite, select the Boards menu and select the name of the
board.

Select Web Client > Charts > Patient > Console > Boards

Board Menu

© 2023 Evident
 10 Patient Data Console

My Boards

My Boards will display the user's specific boards and the following options are available:

A board may be placed in a specific order by selecting the drag icon and moving it to the
needed order. Favorites will not sort to the top and will need to be manually moved to display at
the top.

Select the star next to the board that should be a favorite. A solid star will display a board with a
status of Favorite. An outlined star is a board that is not a favorite. Simply selecting/deselecting
the star icon will change the board favorite status.Up to five Boards may be selected as a favorite.
Favorite boards will display across the top of the Patient Data Console screen to allow the ability
to move between the selected boards quickly. If more then five boards are selected as a favorite,
a notification will display alerting the user that "Maximum favorites reached'.

Boards may also be edited by selecting Manage. See Board Management 13 for additional
information on editing a board.

Public Boards

Public Boards will display all published boards within the facility. Selecting the duplicate board
icon will add a copy of the public board to the user's My Boards listing.

Once a board has been copied from public boards the board may be edited. Editing a board copied
from public boards will not make changes to the original published board. When a public board is
updated, those changes will not update the copied board within My Boards. See Board Management
13 for additional information on editing an existing board.

If a published board has the same name as a board within the user's My Boards list, the board name
will increment by one. For example, if a board already exists in My Boards called "Rounds" and a
public board is copied with the same name, it will display as "Rounds 1".

3.3 Expanded Board View

The expanded Board menu allows a larger viewing area that will display more options for each board.

To view the board menu in the expanded view, select Boards and then select the Expand icon.
This menu will display the 2 sections: My Boards and Public Boards.

The option to Show only favorites will allow the user to view only their selected favorite boards.
When selected, this option will not affect the display of public boards.

Boards may be filtered to display by Most Recent, Alphabetical or Shared when the Arrange By
option is selected.

The search field allows the user to search for a board by Title, Description or the Created by field.

© 2023 Evident
 Boards 11

A new board may be created be selecting New Board. See New Board Creation 13 for additional
information.

Each Board in the expanded view will be represented by a card that will display the board name, the
user who created the board, the creation date and the date the board was last updated.

Select Web Client > Charts > Patient > Console > Boards > Expand Board

Expanded Board View

© 2023 Evident
 12 Patient Data Console

My Boards

My Boards will display the following options with the board card:

A description may be added to the board card by selecting within the white space in the middle of
the card.

The following icons allow the user to favorite, share, edit, duplicate, archive, and open a board.

o : A solid blue star will display when a board has been marked as a favorite. Deselecting a
blue star will un-favorite the board and the star will appear empty of color. A user may have a
maximum of five favorite boards.

o : Displays the selected board.

o : Allows a board to be published as a public board. Once a board has been published the
shared icon will display. Selecting the icon again will remove the board from public view.

o : Allows the board to be edited.

o : Allows the board to be copied.

o : Allows the board to be archived.

Public Boards

Public Boards will display the following options with the board card:

: Selecting preview allows the board to display in read only view. No changes may
be made to the board. If a card has any configuration setting, it may be viewed. Selecting the
duplicate icon will copy the board to My Boards. To close out of the preview, select the X in the
upper right corner.

: Selecting the duplicate icon will copy the public board and display it within My Boards. Once
a public board has been copied, changes may be made to the board.
o Once a board has been copied from public boards the board may be edited. Editing a board
copied from public boards will not make changes to the original published board. When a public
board is updated, those changes will not update the copied board within My Boards. See Board
Management 13 for additional information on editing an existing board.
o If a published board has the same name as a board within the user's My Boards list, the board
name will increment by one. For example, if a board already exists in My Boards called
"Rounds" and a public board is copied with the same name, it will display as "Rounds 1".
o Once a public board has been copied, the Created By field will display the name of user who
copied the board and the Created On field will display the date/time the board was copied.

© 2023 Evident
 Boards 13

3.4 New Board Creation

To create a new board select .

Next, enter the board name in the Add Board Name field. This field is required and the board may
not be saved until a name has been entered.

The Publish check box will display as selected by default. A published board shares the board with
everyone in the facility to use as their board. Deselecting the check box will only display the board
within the user's My Boards listing.

A listing of all data cards available will display. Select or deselect the check box next to the desired
card to display or remove the card from the board. Cards may also be searched by entering the
name in the Search by name field. Once all cards have been selected, select Create to display the
board.

3.5 Board Management

After a board has been created or copied from Public Boards, it may be edited by selecting the edit
icon next to the header of the card, selecting edit from the board card within the expanded view or
selecting Boards then selecting Manage next to the board title within the collapsed view.

The board Name may be edited as needed.

The Publish check box may be changed at anytime. Deselecting the Publish check box will remove
the board from the Public Boards library. If a board was copied from the Public Boards, the Publish
check box default will be unchecked.

The listing of all cards available will display. Select or deselect the check box next to the desired card
to display or remove the card from the selected board.

Once all modifications have been made, select Update to display the selected board.

Cards may be moved around to display in the order that best fits the user's workflow. The size of the
cards may also be modified to display in a larger or smaller scale to maximize the space. As cards
are moved or sized, the board will auto save the changes. See Cards Overview 18 for additional
information.

© 2023 Evident
 14 Patient Data Console

3.6 Board Administration

A board administrator has the ability to push boards to a group of users and to have administrative
functions on another user's behalf. This includes the ability to create boards, set boards as favorites,
reorder the My Boards listing, edit, duplicate, and archive/restore boards. An administrator needs the
behavior control, Board Administration - Full Access Add, Edit, Remove to perform the
administrative functions.

Push Board

An Administrator has access to the Push icon that will display in the upper right-hand corner of the
Patient Data Console screen. To push a board to a user(s), a group needs to be created first. This
eliminates the need for the administrator to have to filter through users they do not need to be able to
manage them via groups.

The first step is to push a board to another user is to create a group.

Select the Push icon.

Next, select the Filter icon.

Then select the Create or Delete Group icon to enter a name for the group and select the
needed users (or a single user).

Once all users have been added, select Save. Once a group has been created, it may be edited or
deleted.

Select Back to return to the push group screen.

After a group has been created, a board may be pushed to that group.

To push a single board:

Select the Push icon from that board.

Select the group from the Select group name drop-down.

Then select the drop-down below the group name to select all users or select specific users within
the group. Selecting the check box next to the search field will select all users within the group. To
select only specific users within the group, select the check box next to the individual names. Use
the search field to locate specific users if needed.

Then select Push Board. Selecting Close will cancel the push action.

© 2023 Evident
 Boards 15

To push multiple boards to a group:

Select the Expand Board icon from within Boards.

Then select the check box within each board needed from within My Boards. A count will display at
the top of the expanded board view letting the user know how many boards are being pushed.
Selecting the count will deselect all boards.

Select the Push icon to complete the push process as mentioned above.

The recipient of the board will see an indicator on their Boards tab that new boards have been
pushed to their login. The number will indicate the number of new boards that the user received.
"New" will also display next to the board within the Boards tab and will display within the board in the
expanded view that it was pushed to the user. Once the user opens the board for the first time, or
edits it, the indicator will no longer display.

Pushed Board Indicator

Board Menu

© 2023 Evident
 16 Patient Data Console

Administer For

When an administrator is editing a board for another user, they will have the ability to add cards,
change the card name, clone cards, delete cards, resize cards, rearrange cards within a board and
configure a card's settings.

To Administer for another user:

Select the Expanded Board icon from within Boards.

Search for the desired user in the new field.

Once the desired user is selected, the Expanded Board view will display for the administrator as if
they are logged in as that user. To alert the administrator they are logged in as the selected user, a
red border will display around the screen with an indicator at the top of the screen displaying,
"Administering For: Name of User".

To exit Administrator mode, select the X next to the indicator at the top of the screen,
"Administering For: Name of User", or select the X next to the Administer For search field within
the Expanded Board view.

Changes made to boards while using the Administrator functions will be reflected in the information
section of the expanded board view.

NOTE: Administrator actions are limited to only board configurations. Administrators will not be able
to perform Clinician workflow actions. The Problem, Procedures, Family History, and Chief
Complaint cards will be disabled, along with the Actions drop-down while in the administrator mode.

Select Web Client > Charts > Patient > Console > Boards > Expanded Board > Administer For

Administer For Patient Data Console

© 2023 Evident
 Boards 17

3.7 Archive Boards

If the board is no longer needed, select Archive while the board is being edited to hide it from the
board listing.

Archiving a Board:

1. Select the Edit or Manage icon to open the board in edit mode:
a. Select the Edit icon next to the header of a card.
b. Select the Boards menu and then select Manage next to the board name.

2. Select . A prompt will display “Are you sure you want to archive this board?”
Selecting Archive will remove the board from the listing and selecting Cancel will exit without
making any changes to the listing.

Restoring an Archived Board:

1. From the Boards menu, select Archive Boards at the bottom of the menu listing.

2. Select the Restore icon next to the board that should be restored.

3. Select My Boards to return to the active listing of boards.

© 2023 Evident
 18 Patient Data Console

Chapter 4 Cards

4.1 Overview
Cards may be moved around to display in the order that best fits the user's workflow. The size of the
cards may also be modified to display in a larger or smaller scale to maximize your space. Cards
may be organized to better fit within a user's board by selecting the Organize Card icon.

The information that displays within each card will display the most recent data from when the board
was initially opened. To update the data within the card after a board displays, select the refresh
icon in to the top right corner of the Patient Data Screen. Hovering over the refresh icon will display
the date and time the cards were updated.

There are two Types of cards: Dataset 36 and Specialty 19 . Data set cards display view only data that
may be filtered to display specific data. Specialty cards are interactive that allow information to be
added, edited or viewed.

The card title may be edited within all cards by selecting in the Title field and entering a new title.

When a patient does not have any clinical data to display within a card, the message 'No data to
display' will display within the card.

Cards may be cloned to display multiple instances of a card within a board. This feature is available
on most cards, excluding cards that provide add and edit capabilities. The following cards will not
have the ability to be duplicated: Chief Complaint, Problem Management, Procedures and
Radiology.

To Clone a Card: Within the card, select the Menu icon. Then select Clone Card. Once the card
has been cloned, the default name will display with the card’s original name plus the word "Clone".
There is no limit to the number of times a card may be cloned. The user may edit the name and
the card once it has been cloned. A cloned card will display an exact copy of the card it was cloned
from, including all the selections made within the card configuration options.

Deleting a Cloned Card: To delete a cloned card, select the Menu icon within the card and then
select Delete Card.

Cloned Cards within Board Management: A cloned card may not be added or deleted from the
Board menu. If a single instance of a card exists on the board, the user will have the ability to
select the check box to include or exclude the card from the Board menu. If more then one
instance of a card exists, the check box within the Board menu will become disabled and the user
will need to use the Card menu to remove the card(s). Once a card has been cloned, a numeric
indicator will display next to the card title within the Board menu. This will let the user know the
number of versions that exist for that card within the selected board.

Cards may be removed from the board by selecting the Menu icon and then selecting Delete. Once
a card has been deleted from within a board, it must be added back through Board Management. 13

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4.2 Specialty Cards

These cards are interactive that allow information to be added, edited or viewed. The following
Specialty Cards are available:

Chief Complaint

The Chief Complaint card allows a free text chief complaint to be added to a patient's account. Once
the chief complaint has been updated from within Patient Data Console, it will also update the chief
complaint within the patient's chart.

To Enter a chief complaint:

1. Select in the text field of the chief complaint card.

2. Enter the new or updated chief complaint.

3. Select Save to update the newly entered information.

Current Medications Simplified

The Current Medications Simplified card is a simplified version of the Current Medications card. The
following columns will display:
Medication
Dosage
Route
Frequency

Additional information is available within each medication by selecting the Expand Icon. When
selected the Start Date/Time will display.

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Select Web Client > Charts > Patient > Console > Board with Current Medications Simplified Card

Current Medication Simplified

Demographics Specialty

The new demographics card will display the patient's information. The following data will display
within each section:

Section:
Date of Birth
Age

Provider(s):
Primary Care
Attending
Secondary

Admit and Discharge Dates:

Admit Date and Time
Discharge Date and Time

Location:
Room
Bed
Stay

General:
Birth Sex
Admin Sex
Marital Status
Race
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Ethnicity
Language

Phone Numbers:
Home
Cell
Work

Address

Email Address

Emergency Contact

Insurance:
Group
ID
Subscriber

The patient's preferred method of communication may be indicated within the card. This is indicated
by a green icon and the text 'Preferred Communication' next to either email or phone. By default, all
sections of the card will display. The user will have the ability to filter the sections of information that
display within the filter icon.

Discharge Medications Simplified

The Discharge Medications Simplified card is a simplified version of the Discharge Medications
card. The following columns will display:
Medication
Dosage
Route
Frequency

Additional information is available within each medication by selecting the Expand Icon. When
selected, the Last Dosage Date/Time, Status, Prescribing MD and Special Instructions will display.

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Select Web Client > Charts > Patient > Console > Board with Discharge Medications Simplified Card

Discharge Medication Simplified

Encounter History

The Encounter History provides a comprehensive view of the history of the patient's visit.

The card may be filtered by a specific problem(s). A filter drop-down will display at the top of the
card that will be populated by the problems on the patient's problem list with the status of Treat this
Visit, Active, and Historical. The selection of a problem, or multiple problems, within the drop-down
may be used to display only encounters flagged with the selected problem(s). The filter may be
cleared by selecting the X icon once a problem(s) has been selected.

Each row of the card will represent a visit. For each visit, the following columns will display:

Stay Type: An icon will display for the different stay types. The following icons will display:
o : Stay Type 3.

o : Stay Type 1.

o : Stay Type 2 or 4.

Admit Date: Displays the Admission Date for the visit.

Treated For: Displays the problems marked as 'Treating This Visit' within the Problem
Management Card of Patient Data Console for that visit.

Location: Displays the Facility the patient was treated within.

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Each Visit has the ability to display the notes documented within that visit. Selecting the Expand icon
next to the Stay Type will allow the user to view the note(s). The user may view an individual note by

selecting the View Document icon. The Note will display in the Document Viewer. Once review
of the note is complete, select Done to close the view and return to the Encounter History card. Two
notes may also be selected to compare to view how a patient is progressing over time. Select the
check box within the row of the desired note. The Compare option will display the one note that is
selected. Then select the check box for the other desired note and select Compare. The notes will
display side by side with the newest note displayed on the left. Selecting Done will close the
comparison view.

The card may be configured by selecting the Filter icon to choose a date range with the default of
Last Year. It will also allow the ability to select the note types that should display for each visit type.
The default for the Note Types is to include all notes. The last option is for the Date Range to Include
Timeline, and when selected it will display each visit (within the selected date range) on a timeline at
the top of the card. This will allow the user to select a point on the timeline and the selected visit will
display in a highlight.

NOTE: The Encounter History card will exclude accounts created by the system as part of the
Critical Access process.

Select Web Client > Charts > Patient > Console > Board with the Encounter Card

Encounter History Card

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Family Medical History

The Family Medical History card will allow the user to add, edit and remove family history data from
within Patient Data Console.

Viewing the Family Medical History Card:

A check box, No Known Family History, will be available to select when a patient has no family
history known.

The card will display a number to indicate the number of family members that have been impacted
by a diagnosis. Hovering over the diagnosis will list the family members with the diagnosis.

A conversation icon will display in the comments column if additional information is available for
that family member. Hovering over the conversation icon will display the comment(s).

Adding Family Medical History:

To add a new diagnosis, select Add Family History. Enter the diagnosis in the Problem field and
select the relationship of the family member. Then select Save.

Editing Family Medical History:

To edit or add to an existing family medical history, select Add Family History.

Select the Expand icon next to the diagnosis that needs to be edited. Add any additional data,
such as, additional family members via the relationship drop-down, Onset Age or Notes and then
select Save.

To edit existing data, hover over the item within the column to display the edit icon. Select the Edit
icon and change the data as needed. Select out of the field to save the newly entered data.

Deleting Family Medical History:

To delete a family history record, select Add Family History. There are two options to delete a
record. The entire diagnosis may be removed or a single relationship may be removed.

To delete a diagnosis, select the Delete icon that is on the same row as the diagnosis.

To delete a relationship, select the Expand icon and then select the Delete icon within the row of
the relationship that should be removed.

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Home Medications Simplified

The Home Medications Simplified card is a simplified version of the Home Medications card. The
following columns will display:
Medication
Dosage
Route
Frequency

Additional information is available within each medication by selecting the Expand Icon. When
selected, the Last Dosage Date/Time, Status, Prescribing MD and Special Instructions will display.

Select Web Clients > Charts > Patient > Console > Board with Home Medications Simplified Card

Home Medications Simplified

Intake Output

The Intake Output card reviews the fluid balance of a patient. Time is represented on the horizontal
axis while the Intake and Output data values display along the vertical. The I/O card will contain three
sections: Intake, Output, and Other. The Intake and Output sections capture measurements by
volume. The Other section reports non-volume data such as times per day or percentage of meals.

When the card is newly added to a board, each section will display as collapsed and only display the
section totals. The Expand icon may be selected to display the detailed information available within
the selected section. The balance between the Intake and Output will display at the bottom of the grid
in bold font.

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The card may be configured by selecting the Filter icon. The following options are available:

Display Visit Totals: When selected, a Visit Total will display as the last column of the card. The
Intake, Output, Other, and Balance cells will contain totals from the admission date/time through
the current date/time. The column will be pinned so that scrolling will occur between the description
and Visit Totals column.

Increment: Displays the increment of time by which the values should be totaled. The default
increment for the card is 24 hours. The date and time header will display the start date/time for the
increment.

Duration: Displays the duration of the amount of data flowing into the card. The default duration
for the card will include all values for the current visit.

Select Web Client > Charts > Patient > Console > Board with the Intake Output card

Intake Output

Lab Recent Trend

The Lab Recent Trend card displays a graph for each panel or stand-alone test with the last four
measurements as displaying as points on the graph.

The Actions drop down allows quick access to the following areas:
View All Lab Results
Order Entry
Order Chronology

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The card may be filtered by Date Range and the Test Type by selecting the Filter icon. The
default date selection will display Last Month. Test may be selected to display all, or only Individual
Test may be selected to display within the Lab Recent Trend Card. Tests may be filtered further to
display only the selected tests, selected tests and abnormal results or abnormal only by selecting
the Test Types drop down. The default selection for tests will display All Selected Tests. The
Filter selections may be saved by selecting Save As Default which will save the changes to the
card and display the selected filter settings each time the board is accessed. Filter selections may
also be saved for the single logged in session by selecting outside of the filter box allowing a
temporary selection to display. Once the user logs back any changes to the card, it will revert to
the cards saved default filters. The card filter may also be reset back to the Thrive default settings
by selecting Reset Filter.

The card will display each panel or stand alone test as a unique group. The lab name, or panel, will
display as the title for that group along with the date range. Each test (within a group if it is a panel)
will display its own graph with the last four results as a data point on the graph. When the data
point is hovered, the lab name, value and date/time it was collected will display. The Reference
Ranges will display horizontally along the bottom of the grid.

If the most recent value is outside of the normal range, the following colors will display: red bold
font for a Critical High (HH) or a Critical Low (LL) and a red font for a High Value (H) or a Low
Value (L). Abnormal values will also display in red on the spark line of the graph.

Text Results will display by a Text icon. Selecting the icon will display the last four results for the
lab test.

The Most Recent Value for the lab will display in the last column of the graph.

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Problem Management

The Problem Management card displays patient’s problems and allows the addition of new problems
while managing existing problems that may be pertinent to the current visit. A table within the card will
display each problem along with the ICD Code and the Status of that problem. These fields may be
edited as needed.

The card will display 4 sections:

o Treating This Visit will display empty for each new visit. Newly entered problems with a status
of Active or Provisional will automatically display within this section. To add an existing problem
from a previous visit, select the Treat This Visit icon. If the Treat This Visit icon is selected
on a historical problem, the status will automatically change to Active. Deselecting the Treat
This Visit icon will display a prompt 'All links to Notes documentation and encounter history will
be lost. Do you wish to continue?' Selecting Yes will remove the problem from within Treating
This Visit and selecting No will keep the problem within the Treating This Visit section.
If a resolved date is entered during the visit for a problem listed within the Treating This Visit
section, it will remain within that section for that visit. The resolved problem will move to
Historic on the next encounter.
If the status of a problem that is listed within the Treating This Visit section is changed from
Active or Provisional to Historic, that problem will remain within that section for that visit. The
historic problem will move to Historic on the next encounter.
o Active will display any problems that are currently active within the problem list.
o Historic will display any problems that are currently marked as resolved within the problem list.
o Archived will display any problem flagged as archived. Problems flagged as archived is user
specific and also specific to Patient Data Console and will not display within the Problem List
application. Selecting the Archive icon within the Actions icon will move a historic problem
to the archive section so that it no longer displays within the viewable space of the card. Only
problems with a status of Historic may be selected as archived. If a problem needs to be

restored, select the Restore icon to move it back within the Historical section.

Hovering over a problem will display the edit icon and once the edit icon is selected the problem
may be edited as needed. .

Problems may be prioritized in a specific ranking by using the drag/drop icon. This is a user
specific ranking that is also specific to Patient Data Console and will not display within the Problem
List application.

The detail of a problem may be viewed by selecting the Expand icon. The following
information will display and may be edited as needed:
o Onset Date: Allows the onset date for the problem to be entered. If an onset date is available
within the problem list, it will display within the field. To enter a date, select the date format: MM/
DD/YYYY HH;MM, MM/DD/YYYY, MM/YYYY, YYYY. Then enter the date in the format
selected. The default selection is MM/DD/YYYY. The onset date may be edited or removed at
anytime.

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o Resolved Date: Allows the resolved date for the problem to be entered. If a resolved date is
available within the problem list, it will display within the field. To enter a date, select the date
format: MM/DD/YYYY HH;MM, MM/DD/YYYY, MM/YYYY, YYYY. Then enter the date in the
format selected. The default selection is MM/DD/YYYY. When a problem's status is changed to
Historic, the Resolved date will auto fill with the date the problem the status was changed. If the
Historic status of a problem is changed to Active, then the Resolved date will automatically be
removed. The resolved date may be edited or removed at anytime.
o Comments: Allows additional information to be entered within the problem.
o Previous Activity will display any encounter where the problem was treated within a previous
visit. The information that will display is the Encounter/Visit the problem was treated for, the
Admission date for that visit and the Discharge date.

Selecting the Actions icon allows the problem to be deleted, or if selected within a historic
problem, archived.
o Selecting Delete within a problem mark the problem as "Entered in Error". Once selected, the
prompt 'If you click Yes, (insert problem name) will be removed. Continue?' will display.
Selecting Yes will remove the problem and selecting No will make no changes to the problem.
o Selecting Archive will move a historic problem to the archive section so that it no longer
displays within the viewable space of the card.

Selecting the Filter icon allows the user to select the primary and secondary description used
within the Problem Management card. The user may choose to default a description to display as
the ICD description or the SNOMED description. The selected primary description will display on
the face of the card. To view the secondary description, select the Expand icon. The secondary
description will display above the Onset Date and Resolved Date for the selected problem.

NOTE: A valid resolved or onset date must be entered in order for the field to save. A valid onset
date or resolved date may not be a future date or a date prior to the patients date of birth.

Add a New Problem

To enter a new problem, begin typing in the search field for a problem.

The Diagnosis Refinement tool will display to assist in selecting a specific ICD code to the
problem. Select Refine to narrow down the list of ICD codes. Select the Diagnosis Attributes that
apply and then select the appropriate ICD code form the Refinement Options. Select Save to
display the ICD code. If a problem has not been refined to a specific ICD code, it will display in
yellow and may be selected to display the Refinement tool just like when a new problem is added
to allow the user to refine the ICD Code.

Select the Status of the problem. The following options are available: Active, Historic,
Provisional. This field will default to blank and must be selected prior to saving the problem. When
a problem's status is changed to Historic, the Resolved date will auto fill with the date the problem
the status was changed. If the Historic status of a problem is changed to Active, then the Resolved
date will automatically be removed.

Select Save.

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NOTE: If a problem is added more than once, a notification 'Diagnosis (insert problem name) exists,
select a different diagnosis' will display alerting the user the problem already exists.

No Known Problems

If a patient does not have any documented problems within their profile, the check box No Known
Problems will display at the top of the Problem management card. This check box will default as
unchecked. The grid of the card will display 'No rows to show.'

Once the check box No Known Problems is selected, the statement 'No Known Problems' with the
date 'no known' was captured and a status of Active will display.

If the check box is checked and a new problem is saved, the check box will automatically remove
from display.

NOTE: If the patient has problems in any section (Treat This Visit, Active or Historic) the No Known
Problems check box will not display. If all the problems on the patient have been set to 'Entered-In-
Error', the No Known Problems check box will display.

Procedures

The procedure card allows the patient's surgical and procedure history to be reviewed and
documented.

The Review icon allows the user to document that the procedure card has been reviewed and no new
information is needed or has been edited. To document that no changes are needed, select the icon
next to the card title and select No changes. The user’s name along with the date/time will display
above the No changes option as the user who last reviewed the card. The following icons will display
for the review icon:

: A green icon with a check mark indicates that the user logged in was the individual who last
reviewed the information within the Procedure card for this patient visit.

: A green icon with Initials will display when the last reviewer is someone other than the
logged in user.

: An orange icon with a U indicates the information has never been reviewed.

: An orange icon with initials will display when the last reviewer is someone other than the
logged in user on a previous visit.

: An orange icon with a check mark will display when the logged in user reviewed the
Procedure card on a previous visit.

Procedures may be sorted by date or in alphabetical order by selecting the Filter icon.
Procedures that display more than once will automatically sort by date with the most recent
procedure date displaying first when sorted alphabetically.
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If a patient has no known surgical history, a check box titled No Known Procedures will display.
Selecting this check box will indicate that the patient's history is up to date and there are no known
procedures to add.

When a procedure has a document attached, the Document icon will display. Selecting the
document icon allows the document to be viewed, swapped or removed from the card. Once
selected, the title 'Attached files for (procedure name)' will display along with the title of the attached
document and date of the procedure. The following options are available:
: Allows the document to display in the Document Viewer. The document may be printed from
the viewer. Selecting the Exit icon or back arrow will close the document viewer.
: Allows the document to be swapped for another document. The document viewer will display
with the current document in the Viewing Document field. A new document may be searched using
the search document field. Once located, select the document and choose Select Document to
attach it to the procedure.
: Allows a document to be removed for the procedure. A confirmation prompt will display
'Remove Document?', selecting No will keep the document attached to the procedure and
selecting Yes will remove the document from the procedure.

To add a new procedure or surgery select Add more surgeries Or Procedures:

Enter a new procedure in the Search field. This is a smart text field that will begin showing HLI
lookup results after two characters have been entered.
Enter the date or select the date of the procedure using the Calendar icon. Select the Month and
Year then select the Day. The patient’s age will auto calculate in the following field once the date of
the procedure has been selected.

Documents may be associated to a procedure by selecting the Attach Document icon. Once
the Attach Document icon is selected, the Document Viewer will display to select a document. The
document viewer will display documents from the following areas: Notes, Documentation,
Documents, Documentation Reports, PhysDoc Documents, Order Entry Report (Radiology and
Lab), Medical Record Documents, Documents from Electronic File Management and Patient
Education Documents. A document may be attached or removed from a procedure at any time.
Once a document has been associated with a procedure, it may be viewed from the summary
view of the card or from within the details view as listed above.
Select the Save icon to add the newly entered procedure to the listing.
A procedure may be edited or removed by selecting the Edit icon next to the procedure name.
To edit the procedure, enter then new name in the Search field.

To remove a procedure, select the Expand icon by the procedure name and then the
Delete icon.

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Radiology

The Radiology card allows transcribed results to display. Each exam will display the name,
completed date/time and Status by default. The radiology transcriptions will sort by Completed Date/
Time in descending order. The transcriptions may be filtered within each column by selecting the
menu icon. The default filter for the status column of the Radiology card will be set to exclude exam
results with a status of Canceled or Entered-in-Error.

The card size will default to display across two columns on a board. This may be modified if
needed.

The amount of information that displays may be filtered by selecting a date range within the
Filter icon. The default selection will be This Visit.

The card may be searched by entering search criteria within the Search by Exam Name field.

Selecting the expand icon within a Radiology Result will displays the name of the ordering physician,
scheduled date/time and the visit number. These items may also be available to display as a column
within the card by selecting the menu icon.When an exam is expanded, the information will display as
the focus of the card and more than one exam may be expanded at a time.

Exams with a status of final will be available to be viewed by selecting the Attachment icon. The
PDF viewer will display the radiology transcription and allow the transcription to be zoomed,
searched, view all pages or may be printed.

Selecting two exams within the Action column will enable the Compare option. When selected, it will
display a side by side comparison of the selected exams. The oldest dated exam will display on the
left and the newest exam on the right with the completed date and time above the transcription
documents.

Once an attachment is opened the Radiology Exam Impression may be highlighted to be copied and
pasted into a note. Right clicking the mouse will display the following selection menu:
Copy: Allows the highlighted text to be copied. This option becomes enabled when text from the
impression has been highlighted.
Select All: Allows all the text within the impression to be selected.
Create New Draft: Allows the highlighted text to be inserted into a new draft note on the patient's
account. This option becomes enabled when text from the impression has been highlighted.
Send to Draft Note: Allows the highlighted text to be sent to an existing draft note on the visit.
This option becomes enabled when text from the impression has been highlighted.

The test name, completed date/time and the user who signed it will send along with the highlighted
text.

NOTE: The user's permissions within Notes will affect the user's ability to send information from a
radiology transcription to a note.

The Status column in the Radiology card will display a different status than what displays radiology,
below is a crosswalk of what displays in each area to assist in filtering the status column within the
card:

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Status in Patient Data Console Status in System Menu

Amended Signed and amended
Canceled Canceled
Entered-in-Error Signed and canceled
Final Signed
partial Transcribed
Registered Ordered
Registered Completed

Vitals Line Graph

The Vitals Line Graph card allows the vital trends to display in a readable graph over a specific time
period. Each vital will display on a unique x and y axis within the graph. The y axis represents the vital
value and the x axis represents time. Each vital will also display with a unique color.

The Actions drop down allows quick access to the following areas:
View All Vitals
Order Entry

The card may be filtered by date range, system and vital selection by selecting the Filter icon.
All vitals, the metric system and a date range of Last Month will display by default . The user may
apply changes to the default version of the card by selecting or make session only changes. The
Filter selections may be saved by selecting Save As Default which will save the changes to the card
and display the selected filter settings each time the board is accessed. Filter selections may also be
saved for the single logged in session by selecting outside of the filter box allowing a temporary
selection to display. Once the user logs back any changes made to the card will revert to the cards
saved default filters. The card filter may also be reset back to the Thrive default settings by selecting
Reset Filter.

When hovering over a value, it will display the description, value in the selected measure method, and
the date/time the value was recorded.

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Vitals Most Recent & Previous

The Vitals Most Recent & Previous card allows the most recent vital sign value to display along with
the previous vital as a comparison.

The Actions drop down allows quick access to the following areas:
View All Vitals
Order Entry

The card may be filtered by system and vital selection by selecting the Filter icon. All vitals in
the metric system will display by default. The card may be configured to change the system and the
vitals that display. The user may apply changes to the default version of the card by selecting or
make session only changes. The Filter selections may be saved by selecting Save As Default which
will save the changes to the card and display the selected filter settings each time the board is
accessed. Filter selections may also be saved for the single logged in session by selecting outside
of the filter box allowing a temporary selection to display. Once the user logs back any changes
made to the card will revert to the cards saved default filters. The card filter may also be reset back
to the Thrive default settings by selecting Reset Filter.

Hovering over a vital sign will display the date and time the vital was documented.

The Vitals Most Recent and Previous card will display two columns: Most Recent and Previous. The
Most Recent column will display the last vital documented and Previous will display the previous vital
documented. If the vital is higher than the previous value an up trending arrow will display. If the vital
is lower than the previous value a down trending arrow will display.

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Vitals Recent Trend

The Vitals Recent Trend card allows a graph line to display for each vital and will display the last four
measurements of the vital documented. When hovering over the graph line, the vital name, value and
recorded date/time will display. The Most Recent Value for the vital will display in the last column of
the graph. The following vitals will display additional information when hovered along with the value
and date/time for the vital:
Temperature: Site will display.
Blood Pressure: Site and Position will display.
O2 Sat: Device will display.

The Actions drop down allows quick access to the following areas:
View All Vitals
Order Entry

The card may be filtered by date range, system and vital selection by selecting the Filter icon.
All vitals, the metric system and a date range of Last Month will display by default. The user may
apply changes to the default version of the card by selecting or make session only changes. The
Filter selections may be saved by selecting Save As Default which will save the changes to the card
and display the selected filter settings each time the board is accessed. Filter selections may also be
saved for the single logged in session by selecting outside of the filter box allowing a temporary
selection to display. Once the user logs back any changes made to the card will revert to the cards
saved default filters. The card filter may also be reset back to the Thrive default settings by selecting
Reset Filter.

If the most recent value is outside of the normal range, the following colors will display: red bold font
for a Critical High (HH) or a Critical Low (LL) and a red font for a High Value (H) or a Low Value
(L). Abnormal values will also display in red on the spark line of the graph.

Text Results will display by a Text icon. Selecting the icon will display the last four results for the lab
test.

Vitals may be entered or edited by selecting the Add or Edit option at the bottom of the card. Once
selected, the Filter icon may be selected to set up the default answers for the BP site and Position,
Temperature Site, Pulse Site, and Weight Scale. The Charted Date/Time will default to the current
date/time, but the user may change it as needed.

To Enter Vitals:

Enter the vital data within the fields below the vitals header. At least one vital needs to be entered
to be able to select Save. When Save is selected the newly entered data will display below the
entry field and updated within the Vitals Trending card. Vital entry will also display within the Vitals
application.
Vitals may be entered in English or Metric units for Height, Weight, Temperature, and Head
Circumference. The vitals cell will display a watermark indicating the current state of the unit. A
double arrow icon will display next to the cell that will allow the user to alternate the unit of
measure.
Selecting Cancel will clear the vitals fields without saving the data.
To Exit Vitals select the X at the top right-hand corner.
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To Edit Vitals:

Previous vitals will display below the vital entry section. A vital may be edited by the user who
entered the vital originally.
To edit a previously entered vital, select the existing vital line from the listing. The vitals will display
in the vital entry section and may be edited as needed. The charted date/time may not be changed
when editing an existing vital.
Once all vitals have been edited, select Update.
To Exit Vitals, select the X at the top right hand corner.

To Remove Vitals:

Vitals may also be removed by the user who originally entered them.

Select the Delete icon on the row of vitals from the previous vitals listing.
A Vitals Delete prompt will display. It will ask if the user is sure they want to remove all vitals at,
MM/DD/YYYY (Date of Vitals Entry). Selecting No will keep the selected vitals and selecting Yes
will remove the vitals.
To Exit Vitals select the X at the top right hand corner.

4.3 Dataset Cards

These cards display view only data that may be filtered to display specific data. The filter function
allows the cards to be customize to display specific information; this functionality is similar to using
the filter toolbox in the Notes application. Please see the chapter Filter Toolbox within the Table
Maintenance - Notes Admin User Guide.

The following dataset cards will display with a default width of two columns on a board: Allergy,
Current Medication, Discharged Medications, Immunization, Labs, Vital Signs, Family History and
Surgical History.

The following Dataset Cards are available to be added to a board:

Allergy

The following columns will display by default within the Allergy card:

Allergen
Type
Reaction
Severity
Status
Activated

The default view for this card will not display Allergies with a status of inactive or entered in error.

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The Allergy card may transition from the to the Allergy application by selecting the Action drop down
and selecting the hyperlink Allergies.

Chief Complaint (View)

The following columns will display by default within the Chief Complaint (View) card:
Chief Complaint
Visit Number

The following columns are available to be selected to display within the Column tab of the filter
settings of the card:
Created By
Created On

The default view for this card will filter the Visit Number to 'This Visit'.

Current Medications

The following columns will display by default within the Current Medications card:
Ordered Medication
Start Date/Time
Dosage
Route
Frequency

The following columns are available to be selected to display within the Column tab of the filter
settings of the card:
Status
Visit #

The default view for this card will show only Ordered Medications for the selected visit with a status
of Active.

The Current Medication card may transition to an associated EHR module by selecting the Actions
drop down. The following options are available for selection:
Order Entry
Order Chronology
MAR

Demographics

The following columns will display by default within the Demographics card:
Patient Name
DOB

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Age
Sex
Visit Number
Admission Date/Time
Attending Physician
Date of Service
Room and Bed
Emergency Contact

Discharge Medications

The following columns will display within the Discharge Medications card:

Medication
Dosage
Route
Frequency
Start Date
Stop Date
Prescribing MD
Special Instructions

The default view for this card will show only medications with the Stop Date as 'Is Future', 'Is Blank'
Or 'Today'.

Family History

The following columns will display by default within the Family History card:
Problem
Entered
Relative
Age
Notes

The default view will sort the problem alphabetically.

Home Medications

The following columns will display within the Home Medications card:
Medication
Dosage
Route
Frequency
Last Dose Date
Prescribing MD

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Special Instructions
Status

The default view for this card will sort medications in ascending order.

The Home Medication Card may transition to the Medication Reconciliation application by selecting
the Action drop down and selecting the hyperlink Medication Reconciliation.

Immunizations

The following columns will display by default within the Immunizations card:
Immunization
Administered Date (this column will also display time)
Route
Dosage

The following column is available to be selected to display within the Column tab of the filter settings
of the card:
Is Most Recent

The default view will sort the immunizations in ascending order.

The Immunization card may transition to an associated EHR module by selecting the Actions drop
down. The following options are available for selection:
Order Entry
Patient Immunization History

Labs

The following columns will display by default within the Lab card:
Panel
Test
Results
Units
Reference Range
Collected
Ordered
Status
Visit Number

The default view for this card sort by Collected Date and Time in descending order and with a filter of
'This Visit' for the Visit Number column.

The Lab card may transition to an associated EHR module by selecting the Actions drop down. The
following options are available for selection:
Order Entry
Order Chronology

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The Status column in the Lab card will display a different status than what displays in the lab
department, below is a crosswalk of what displays in each area to assist in filtering the status column
within the card:

Status In Patient Data Console Status in System Menu

Registered Ordered or Resulted View Unverified N
Preliminary Resulted View Unverified Y
Final Completed
Canceled Incomplete then canceled or discontinued w/result
Entered-in-Error Completed then canceled or discontinued w/results

Problems

The following columns will display within the Problems card:

Problem
ICD Code
Status
Onset Date/Time
Resolved Date/Time
Age
Comment

The default view for this card will show problems with the status of Active, Provisional and Historic.

Social History

The following columns will display by default within the Social History card:
Smoking Status
Years Smoking
Smoking Start Date
Smoking Stop Date
Cessation Education
Visit Number
Modified On

The default view for this card will filter the Visit Number to 'This Visit'.

The Social History card may transition to the Health History application by selecting the Action drop
down and selecting the hyperlink Social History.

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Surgical History

The following columns will display by default within the Surgical History card:
Procedure
Procedure Date
Age
Notes

Vitals

The following columns will display by default within the Vitals card:
Date/Time
Visit Number
BP (mm/Hg)
BP Position/Site
Heart Rate
Respiration
Temp (°C)
Temp (°F)
SPO2%
O2 Device
Blood Sugar (mg/dL)
Pain Score
Height (cm)
Height (in)
Weight (kg)
Weight (lbs/ozs)
BMI
Head Circumference (cm)
Head Circumference (in)

The default view for this card sort by Date and Time in descending order and with a filter of 'This
Visit' for the Visit Number column.

The Vitals card may transition to an associated EHR module by selecting the Actions drop down.
The following options are available for selection:
View All Vitals
Order Entry

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