Welcome to PanoramaJanuary 2015

This presentation can be modified as you need:

Part 1 – Overview of Panorama

Contains information about when Panorama will be implemented, differences between Panorama and MIMS and how data was initially migrated into Panorama. It also outlines how Panorama interfaces work.

Part 2 – Key Navigation Terms

Contains information about Panorama the software application. There are tips and tricks for navigating Panorama and moving around the interface

Part 3 - How to Use Quick Reference Cards

Describes the why the project team decided to develop QRCs and how to read and use QRCs

Agenda

Part 1 What is Panorama? Differences between MIMS and Panorama When will Panorama be implemented? Panorama Data

Initial data uploads MIMS data conversion issues Interfaces

Part 2 Panorama Navigation Key Concepts

Part 3 Panorama Quick Reference Cards

What is Panorama?

• Panorama is the electronic public health record that will be used to manage information for: • immunizations• vaccine inventory• communicable diseases/investigation• outbreaks

• Will be used by all public health providers in:• Regional health authorities, • Manitoba Health, • Nursing stations and • Community health centres

• Replaces the current provincial immunization registry (MIMS) and other paper based systems

4

Differences between MIMS and Panorama

MIMS• is an immunization

registry that contains immunization records and has been in use for over 30 years in Manitoba– The privacy and security

requirements were consistent with requirements of the time

– Disclosure directives not available

• is an electronic public health record that will contain immunization and communicable disease management information for all Manitobans– The privacy and security

requirements reflect current legislative and health requirements and practice

– Disclosure directives are available for clients who request them

Panorama

Differences between MIMS and Panorama

• MIMS users received hands on trained on the production environment using real clients and viewing real data

• Panorama users will be trained in a training environment using fake clients and data– It is appropriate to provide

coaching or support to new Panorama users in the production environment so long as the client information accessed is appropriate. E.g. looking up clients scheduled for clinic to preview immunization history, etc.

MIMS Panorama

Differences between MIMS and Panorama

Panorama will be used as an electronic public health record for immunizations and managing communicable diseases and outbreaks Users must sign a Terms

of Use agreement Manitoba Health will have

the ability to audit or track use in Panorama

MIMS Panorama

Some public health practitioners used MIMS for non-immunization record management Users did not sign a

Terms of Use Agreement There was no audit trail

in MIMS

When will Panorama be implemented?

Initial Data Load into Panorama

• When Panorama goes live in the fall of 2014 it will be pre-populated with data from:

System Data type Date Migrated # Records

Client Registry Client demographic information from the MBH Registry System 2014-10-01 ~2.2 M

MIMSImmunization data:•entered by MIMS users•uploaded from Physician Billing

2014-10-01 ~11 M

MIMS Reference Data:•Facility, RHU, RHA, Physician file

2014-10-01 ~8.5 K

VMS • Catalogue of vaccines available

from MDA 2014-10-01 ~80

Great Plains Holding Point information

Initial data load into Panorama details

Client Name Address Birthdate Sex PHIN Family Number

CLIENT REGISTRY

Per ImmunizationDateTariff CodeProvider NumberProvider Type

MIMS

PANORAMA

Client NameAddressBirthdateGenderPHINFamily Number

Per ImmunizationDateAgent/AntigenProvider Service Delivery Location

CatalogueAgentAntigensDose size

Per ImmunizationDateTariff CodePhysician Code

PHYSICIAN BILLING

Vaccine InventoryAgentsAntigensDoses size

VMS

MIMS data- exceptions

Comments• Comments on individual immunizations were migrated into

Panorama as client warnings. The client warning includes the restrict code; tariff code and comment

x Restrictions in MIMS were not migrated• Any reason a vaccine was not given

x Clients are coded into region of residence in MIMS. This is used for reminder letters and immunization certificate. • In Panorama clients are not attached to any region or

organization.• Also any data that is unique to MIMS is not being migrated

including addresses and phone numbers in MIMS

Clinical Implications of MIMS data not migrated into Panorama

Some regions have used the other MIMS fields to include comments on adverse events, consent and contraindications. However, since these fields were used inconsistently, they could not be transferred to PanoramaImmunization certificates and reminder letters will be sent from MIMS until a Panorama solution for them is developed later in the project

Interfaces to/from Panorama

When Panorama is fully functional for immunization and inventory the following interfaces will keep Panorama and MIMS up-to-dateClient Registry > Panorama One way interface to upload new clients to Panorama Frequency: weekly

MIMS < > Panorama Two way interface to synchronize immunization information in

each system Frequency: weekly

Physician Billing > MIMS Physician billing one way interface to upload immunization

information to MIMS Frequency: monthly but dependent on Physicians’ submitting

Data Synchronization

There will not be an interface between Panorama and MIMS during the initial pilot period. We expect the interface to be ready by February 2, 2015During the pilot period: immunization data entered into Panorama or into MIMS

will not be synchronized into the other system until the interface is active.

No new clients will be uploaded from the Client Registry

Panorama Navigation Key Concepts

Navigation PanesRecent workHiding and showing information using the chevronsFieldsEmbedded findsFactory TableSet in ContextPanorama Quirks Back button Save Timeout Type ahead

Navigation Panes

Left Navigation

Top Navigation

Return to the left nav when you get lost or want to start again

Recent Work

Recent Work Displays links to client records that you have recently

worked on

Show and Hide

Show and Hide The Show Option indicates there is more detail to be

displayed

The Hide Option indicates that the detail is being displayed

Contains Data Indicates that the form contains data even though the

details are hidden from view

Fields

Type Ahead Fields As text is typed the data is searched a character at a

time

Text Fields As text is typed no data is displayed to select from

Embedded Find

Embedded Find Find features that are located in different parts of the

Panorama application

Factory Tables Can contain nothing or several records of details on

that item

(i.e. Address, Name, Identifier...)

Factory Tables

Factory Table

Set in Context

Set in Context Identifying the Client that is to be worked on Places the client into “context” so several updates can

be made for that client at one time

Client Set in Context

Panorama Quirks

× Do not use the back button

Panorama Quirks

Use the save button

Panorama Quirks

Timeout: Panorama will timeout after 20 minutes. Remember to

save your work often

Type ahead fields and selecting from dropdowns Panorama will try to match your entry with data from

the list. Make sure you double click on the entry to select it. Sometimes this feature is finicky.

Panorama Quick Reference Cards

What are Quick Reference CardsWhy we developed Quick Reference CardsHow to use Quick Reference CardsFor Trainers: Why you need to include a commercial about QRCs in your training program.

What are Quick Reference Cards?

Mostly one page workflow documents that outline the steps required to complete a Panorama activityDo not contain screen shotsBest Practice advice and tips are included in a section at the bottomCreated for most immunization stepsNumbered based on their functional area: 0 – set up 1 – Managing Client Records 2 – Individual Immunizations 3 - Mass immunizations 4 – inventory

Why?

Advice from other jurisdictions to keep training materials simple and free from screen shots since the system can changeQRCs were well received in OntarioAble to include many steps on a single page Instructions with screenshots would be 10 – 20 times

longer

Expect that users will refer to them as a reminder

How to Read/Use the QRCs

Start in the upper left hand cornerFollow the arrowsNote the different shapes and their meaning:

Entry or activity in Panorama

Decision What

Panorama Displays

Questions