Add an Order Group to a Treatment Plan - (Handout) When you have an existing treatment plan, you have an option to add additional orders or order groups as needed. Order groups are useful when there are multiple associated pre-medications, communications, or special prescriptions. You can also find certain prescription order groups that are helpful when there are multiple associated with one medication.

Add / Replace Preferred Pharmacy (and Send Orders to Multiple Pharmacies) - (Handout) For adult patients, update the pharmacy (or pharmacies) that new prescriptions will be sent to both for the current encounter and to save time in future encounters.

Auto-Complete Treatment Days - (Handout) The act of Completing a Day can occur automatically through a nightly process if certain criteria are met.

Defer / Cancel Infusion Appointment High Level Workflow - (Handout) Learn the proper workflow for documenting when a patient's infusion appointment cannot occur on the originally scheduled day. This workflow ensures that the loop is closed preventing unnecessary delays in future infusion visits.

Defer / Cancel Infusion Appointment Step-By-Step Workflow - (Handout) Learn the proper workflow for documenting when a patient's infusion appointment cannot occur on the originally scheduled day. This workflow ensures that the loop is closed preventing unnecessary delays in future infusion visits.

Infusion Appointment Request Linked Incorrectly - (Handout) Infusion Appointment Request orders are automatically linked to appointments during the scheduling process. Some workflows allow for manual linking of the order to the appointment. Manual linking may lead to orders being linked incorrectly. Learn how to identify if an Infusion Appointment Request has been linked and subsequently released incorrectly and resolve the issue.

OBG Oncology Release Labs from Treatment Plans - (Handout) When appropriate, OBG Oncology front desk staff can release lab orders from Treatment Plans through the Visit Navigator.

Oral Chemotherapy - Temodar - (Handout) Prescribing oral chemotherapy is similar to ordering other prescriptions in Epic, but there are extra tools to streamline the process. The system automatically chooses the correct products to achieve the desired dosage, and you can adjust the individual products and their instructions if needed.

Order Propagation in Treatment Plans - (Handout) Clinicians working in Beacon can modify Treatment Plan orders and then select which days or cycles should receive the changes.

Swapping Biosimilars in Treatment Plans - (Handout) Scenario-specific guidance on how to swap or replace a current medication in a treatment plan with a preferred biosimilar.

Treatment Plan Scheduling - Clinical Scenarios - (Handout) Scenario-specific guidance on how to use the new treatment plan scheduling functionality for clinicians.

Treatment Plan Scheduling Orders (BCN903) - (Virtual Training Recording: 47 min) Epic functionality offers a direct link between clinical treatment plan days to appointment schedule requests. Clinicians learn how to place an Infusion Appointment Request order, as well as change a treatment plan date, modify/discontinue/cancel and defer dates that automatically notify Scheduling.

Treatment Plans from Orders/Notes Encounters - (Handout) Some clinical staff are able to create, manage, and edit Treatment Plans from an Orders/Notes Encounter. This type of encounter provides access to the Beacon functionality when you might not otherwise have access, for example when you are between encounters with the patient (assuming the staff member has sufficient security within Epic, such as Nurse or LIP/Provider access).

Workflow for Outpatient Antibiotic Infusion Plans - (Handout) There are two antibiotic infusion plan templates available for when a patient needs an outpatient infusion. 

Workflow for Outpatient Iron Infusion Plans - (Handout) There are iron infusion plan templates available for when a patient needs an infusion outpatient.

Working with Plans from In Basket - (Handout) Treatment Plan details and related messages can be sent directly to a user's In Basket to streamline communications and facilitate access and modifications to the plan.

Defer / Cancel Infusion Appointment High Level Workflow - (Handout) Learn the proper workflow for documenting when a patient's infusion appointment cannot occur on the originally scheduled day. This workflow ensures that the loop is closed preventing unnecessary delays in future infusion visits.

Defer / Cancel Infusion Appointment Step-By-Step Workflow - (Handout) Learn the proper workflow for documenting when a patient's infusion appointment cannot occur on the originally scheduled day. This workflow ensures that the loop is closed preventing unnecessary delays in future infusion visits.

Generate Scheduling Templates for an Infusion Department - (Handout) In Infusion departments, identified users have the ability to generate infusion schedules based on the volume and needs of the department.

Infusion Appointment Request - Infusion Visit Placeholder - (Handout) If your patient should have an appointment at the Infusion area but it is not appropriate to place a Beacon treatment plan yet, you can still secure an appointment by placing an Infusion Appointment Request - Infusion Visit Placeholder.

Infusion Appointment Request Linked Incorrectly - (Handout) Infusion Appointment Request orders are automatically linked to appointments during the scheduling process. Some workflows allow for manual linking of the order to the appointment. Manual linking may lead to orders being linked incorrectly. Learn how to identify if an Infusion Appointment Request has been linked and subsequently released incorrectly and resolve the issue.

Scheduling Form Configuration - (Handout) Configure the Scheduling Form by utilizing the wrench icon to change number of cycles selected by default when you open the Schedule Orders Form.

Treatment Plan Scheduling - Clinical Scenarios - (Handout) Scenario-specific guidance on how to use the new treatment plan scheduling functionality for clinicians.

Treatment Plan Scheduling Orders (BCN903) - (Virtual Training Recording: 47 min) New Epic functionality offers a direct link between clinical treatment plan days to appointment schedule requests. Clinicians learn how to place an Infusion Appointment Request order, as well as change a treatment plan date, modify/discontinue/cancel and defer dates that automatically notify Scheduling.

Unintended Infusion Appointment to Inpatient Admission Workflows - (Handout) For Trabectedin infusions, if the admission bed request is placed on the wrong visit, the infusion will not be able to proceed. In that case, the Admission from Appointment encounter will need to be canceled, then the admitting provider would have to add a new admission bed request to the correct visit.

Beacon Oncology Storyboard - (Handout) An overview of the Beacon Oncology Storyboard and details for how it will display and can be used in different patient settings.

Episodes of Care - (Handout) An Episode is a function used in Epic to link together multiple encounters because they share a patient condition or treatment regimen such as pregnancy, transplant, dialysis, back pain or chemotherapy. This linking of encounters makes reviewing, reporting, and billing for them easier. An Episode Report can be found within the Chart Review activity for encounters that are linked in this way (such as Therapy or Treatment Plans).

Here's How...Synopsis (POSS184) - (Video: 3 min) Use Synopsis to view trends and spot correlations in a patient's chart. Visualize critical information with the graph function.

Mosaiq-Epic Interface for Beacon Users - (Handout) For a summary of a patient’s radiation treatments, clinicians can access data from Mosaiq (the Radiation Oncology software) within Epic through Episodes, the ONC Synopsis tool within Visit Navigators, the Synopsis activity, and SmartPhrases.

Review Your Patient's Cancer Treatment - (Handout) Use the Springboard Report to see a comprehensive overview of a patient's treatment plan and to jump to other activities or reports where you can review more detailed information.

Synopsis Feature Tour - (PowerPoint) Overview of Synopsis' s updated look and improved functionality.

Treatment Plan Columns to add to Schedules / Lists - (Handout) Columns can be added to a clinician’s My Schedule or My List to display the name of a patient's Treatment Plan(s), the status of orders in those plans, prior authorization, and the date treatment is planned for.

Treatment Plan Episode Report in the Sidebar - (Handout) Outpatient nursing staff can view the treatment plan episode report in the sidebar while working in other activities.

Initial Set Up - (Handout) New oncology Nurse Navigators will need to complete a one-time, initial set-up within Epic to have all the necessary workspaces, reports, and dashboards easily accessible.

Intake Visit - (Handout) Use the Nurse Navigator activity to streamline documentation for both new and existing navigation patients.

Oncology Navigator Scheduling - (Handout) When a referral to the Clinical Cancer Center is received, schedulers review the referral, request external records if needed, and send the referral to navigators for triage. If the referral is accepted as appropriate for navigators, the patient is scheduled to the appropriate Navigator Intake Visit. During the Intake Visit, Navigators verify the documentation and place and schedule orders with the appropriate oncology specialists and further navigator visits as needed.

Oncology Navigation Tasks - (Handout) Navigation Tasks help you assign and track critical tasks for navigation patients. Reports can be run to find future, current, and overdue tasks.

Oncology Nurse Navigator Dashboard - (Handout) This dashboard provides you with a convenient way to identify patients for navigation, as well as to track existing navigation patients, and follow up on incomplete tasks.

Patient Outreach Encounter - (Handout) The Patient Outreach encounter will be used for documentation by Oncology Nurse Navigators. Both the Nurse Navigator activity and the Navigation Tasks can be accessed from within this encounter.

CTCAE Documentation for Treatment Plans - (Handout) CTCAE (Common Terminology Criteria for Adverse Events) is the standard method used for grading and assessing chemo toxicity. Oncology providers now have access to perform this documentation within their Oncology Navigator.

Graft vs. Host Disease (GVHD) Documentation - (Handout) Graft-Versus-Host Disease is a fairly common and potentially life-threatening complication of allogeneic stem cell transplantation. Beacon functionality within Epic now allows for both Acute and Chronic GVHD documentation within the Oncology Navigator.

Documenting Pre-Authorization for Recurring Medication Plans - (Handout) The referral record is used to document the pre-authorization numbers that are obtained for treatment plan therapy. Departments will obtain and add the pre-authorization numbers to the referral record.

Insurance Referral Status for Recurring Medication Plans - (Handout) Insurance referral information can be viewed from the Appointment Desk and indicates whether the referral has been authorized or not, the dates of authorization, and the workqueue where the referral is currently located. Authorization status can also be found from the Treatment Plan Springboard.

Workqueue List Basics for Recurring Medication Plan Referrals - (Handout) The Workqueue List is used to locate patients with referral or scheduling needs. The Workqueue List can be customized.

Beacon Treatment Plan Infusion Appointment Scheduling - (Handout) Treatment Plans are used for chemotherapy treatment and other treatments involving infusion therapies. These plans will generate an infusion appointment request scheduling order. Scheduling staff for locations where infusion therapies are provided will use a Treatment Plan Scheduling workqueue to schedule and modify appointments for these therapies.

Filtering Workqueues - (Handout) Workqueues can be filtered and saved as favorites to provide quick and easy access to the most commonly used workqueues.