Xeris Manual - Hospice Pharmacia

Xeris Reference Manual
© 2005 Hospice Pharmacia, a division of excelleRx
Version 2.1

updated 08/1/2005
© Copyright 2005. Xeris, Predictive Pharmacotherapy Outcomes System (PPOS), ComfortPak, Medication Use Guidelines (MUGs), PMTM and all
Xeris products and their respective logos are Trademarks of excelleRx, Inc. All rights reserved. No part of the information contained herein may be
reproduced, duplicated, or copied without permission. Please inquire if you are not sure. PPOS and Xeris are Patent Pending.

Table of Contents
Chapter 1 – Introduction............................................................................................... 3
What is Xeris?.........................................................................................................................................3
Xeris Version 2.1 ....................................................................................................................................3
Training...................................................................................................................................................3
Chapter 2 - Basics......................................................................................................... 4
System Requirements ............................................................................................................................ 4
Hospice Pharmacia Website .................................................................................................................. 4
Logging In ...............................................................................................................................................5
EULA ......................................................................................................................................................5
Password ................................................................................................................................................6
Logging Out ............................................................................................................................................6
Problems.................................................................................................................................................7
Security...................................................................................................................................................7
Chapter 3 - Overview..................................................................................................... 8
Welcome Page .......................................................................................................................................8
Toolbar....................................................................................................................................................8
Hospice Announcements........................................................................................................................ 9
Hospice Pharmacia Announcements ..................................................................................................... 9
Patient Hot List .......................................................................................................................................9
Dashboard ............................................................................................................................................10
Navigation Icons ...................................................................................................................................10
Screen Management Icons...................................................................................................................11
Functional Icons....................................................................................................................................11
Prescription Medication Icons .................................................................................................................12
Chapter 4 – Census..................................................................................................... 13
Things to Remember ............................................................................................................................13
Search for a Patient..............................................................................................................................13
Adding Patients.....................................................................................................................................14
Physician Assignment ..........................................................................................................................16
Nurse assignment.................................................................................................................................18
Modify Patient Information....................................................................................................................18
Status Changes ....................................................................................................................................18
Group/team Changes ...........................................................................................................................18
Coverage History..................................................................................................................................19
Chapter 5 – Clinical..................................................................................................... 20
Add Diagnosis.......................................................................................................................................20
Add Allergy ...........................................................................................................................................21
View and Modify Diagnosis ..................................................................................................................22
View and Modify Allergy .......................................................................................................................23

Assessments ........................................................................................................................................24
Chapter 6 – Medications ............................................................................................. 26
Recent Requests ..................................................................................................................................26
Active Medications................................................................................................................................27
New Medications ..................................................................................................................................28
Requesting Refills.................................................................................................................................30
Specify Coverage .................................................................................................................................31
Inactive Medications .............................................................................................................................31
Discontinued Medications.....................................................................................................................31
Chapter 7 – Tools ........................................................................................................ 32
Medication Use Guidelines...................................................................................................................32
Patient Information Leaflets..................................................................................................................32
Opioid Conversion Calculator...............................................................................................................33
Find a Pharmacy...................................................................................................................................34
Education Materials ..............................................................................................................................34
Contact HP ...........................................................................................................................................35
Chapter 8 – Reports .................................................................................................... 36
Using Xeris Reports..............................................................................................................................36
Batch Reports.......................................................................................................................................36
Organizational Aggregate Reports .......................................................................................................37
Patient Reports.....................................................................................................................................37
Chapter 9 – Administration ........................................................................................ 39
Modify your Xeris Account....................................................................................................................39
Administer Xeris Accounts for your Hospice ........................................................................................41
Creating New User Accounts ...............................................................................................................42
Administer Xeris Announcements for your Hospice.............................................................................45
Chapter 10 – Collaborative Practice .......................................................................... 46
About Collaborative Practice ................................................................................................................46
Collaborative Protocols.........................................................................................................................46
Clinical Assessments............................................................................................................................46
Collaborative Reports ...........................................................................................................................46
Table of Figures .......................................................................................................... 47
Index............................................................................................................................. 49

CHAPTER 1 – INTRODUCTION
Chapter 1 – Introduction
About Xeris
What is Xeris?
Xeris, derived from the Greek word meaning “to know”, is an internet-enabled suite of tools developed by
Hospice Pharmacia (HP), a division of excelleRx, to assist hospice partners with medication management.
Hospice administrators, nurses and other staff consider Xeris on-line tools an efficient way of keeping secure,
accurate, comprehensive patient information in accordance with the Health Insurance Portability and
Accountability Act (HIPAA). For more information about the various Xeris modules, please visit HP’s website at
http://www.hospicepharmacia.com/aboutXeris.asp.
Xeris Version 2.1
The newest release of Xeris has been specifically designed to assist nurses, hospice administrators and
hospice support staff in the process of managing pharmacotherapy for a hospice patient. Using this web portal,
an authorized hospice employee can easily view information about a patient, manage patient census, view
medication lists, request refills, track shipments, locate a network pharmacy and perform a number of other
activities.
Features which are being introduced in Version 2.1 will be flagged with “ New in version 2.1”
Training
If you would like to participate in a training demonstration, please check Hospice Pharmacia’s website at
www.hospicepharamcia.com and click National Conference Calls to view the list of and register for upcoming
events.
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CHAPTER 2 - BASICS
Chapter 2 - Basics
How to connect to Xeris
System Requirements
In order to use Xeris, your computer must have the following minimum requirements (higher settings are also
acceptable):
Internet access using either Microsoft Internet Explorer 5.0 or Netscape Navigator 6.0
A color monitor with 800x600 pixel screen resolution
56K modem
Hospice Pharmacia Website
HP’s website is accessed by pointing your internet browser to http://www.hospicepharmacia.com. This site
provides much useful information about HP and allows you to login to Xeris.
You may want to consider making this site one of your favorites and creating a desktop shortcut to allow quick
access when returning.
Figure 1 - HP home page
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CHAPTER 2 - BASICS
Logging In
In the upper left of the screen, you will see two boxes under the Xeris Login heading. Type your Login ID
(UserID) and your Password into the text boxes provided, then click the Log In button. You will enter the
secure portion of our website and receive connection to your records.
Figure 2 - Xeris Log In
EULA
The first time you log in to Xeris, you will be asked to read and accept the Xeris End User License Agreement.
Scroll through the text to read the entire agreement, and then click the Accept button.
Figure 3 - End User License Agreement
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CHAPTER 2 - BASICS
Password
At your first log in to Xeris, or if your password has been reset, you will be asked to create a new password.
Type in your newly selected password two times, following the rules listed on the screen. Enter the last 4 digits
of your SSN to be used as a unique identifier. Click the Update hyperlink to save your new password.
Figure 4 - Change Password
You will receive a screen indicating that your new password has been updated and will be effective for 45 days.
Click the Go to Xeris hyperlink to begin using Xeris.
Figure 5 - Password Updated
If your hospice has elected to use PINs you will need to establish a personal PIN number. Your PIN is used to
verify your identification when you call into Hospice Pharmacia.
Logging Out
When you have completed your Xeris activities, please be sure to click the LogOut hyperlink in the upper right
of the screen to close out your session and prevent unauthorized access.
Figure 6 - Xeris Log Out
If you forget to log out, or if you have an open session with no activity for twenty (20) minutes, you will
automatically be logged out by Xeris.
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CHAPTER 2 - BASICS
Problems
If you forget your Login ID and/or password, contact your Xeris Hospice Administrator who will be able to reset
your password. If you have continued problems, you may contact us via email at Xerispw@excelleRx.com or
by calling Xeris Administration Support at (215) 282-1651.
Security
Xeris utilizes 128-bit Secure Socket Layer (SSL) technology to insure that all information about your patients
remains secure. Secure screens are indicated by the presence of the lock icon in the lower right of your internet
session window.
Figure 7 - SSL Lock
Note: Please be aware of HIPAA patient privacy regulations when displaying patient information on
your computer screens. Do not view sensitive information in a public area and do not leave
open web sessions unattended.
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CHAPTER 3 - OVERVIEW
Chapter 3 - Overview
The Xeris home page, toolbar and icons
Welcome Page
The Welcome page is displayed after a successful login. The top of the page shows your name and Xeris role.
Your role, selected by your Xeris Hospice Administrator, will determine which functions you can access within
Xeris. Some of the functions described in this manual may not be available to you in your assigned role.
Figure 8 - Welcome Page
Toolbar
The left side of the Welcome page is called the Toolbar. Each icon shown will provide quick navigation to other
sections of Xeris. Refer to the Navigation Icons section in this chapter for more detail.
Hold your mouse over an icon to get a pop-up description; known as a Tool Tip, of the icon’s purpose. Click the
double arrows icon
icon. Click the double arrows icon
in the upper left of the screen to expand the Toolbar to display a description of each
again to return the Toolbar to its original width and hide the descriptions.
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CHAPTER 3 - OVERVIEW
Figure 9 - Toolbar
Hospice Announcements
Look here for important news specific to your hospice prepared by your Xeris Hospice Administrator.
Figure 10 - Hospice Announcements
Hospice Pharmacia Announcements
Look here for important news from HP.
Figure 11 - HP Announcements
Patient Hot List
The Hot List gives you a quick snapshot of your patients whose last recorded symptom assessment scores
were greater than six (6). Click on the different symptoms view a list of patients with scores greater than six (6)
for those assessments.
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CHAPTER 3 - OVERVIEW
Figure 12 - Patient Hot List
An alternate view of your patients’ scores can be obtained by clicking the View Charts hyperlink for any of the
symptoms. You will receive a pie chart of all your patients’ recorded scores (from 1 to 10) and a count for each
score. Click the View Hot List hyperlink to return to the list view.
Dashboard
The Dashboard gives you a quick snapshot of key demographics for your hospice.
Figure 13 - Dashboard
Navigation Icons
Navigation icons are used to jump to another part of Xeris or open a new internet browser window to perform an
additional function without losing your place in Xeris.
Home – returns to Welcome page from another section of Xeris
Find Patients –a list of recently viewed patients, search for patients, add a new patient
Medication Use Guidelines – access an electronic version of the MUGs
Conversion Calculator – online version of HP’s opioid conversion calculator
Find a Pharmacy – locate a pharmacy in the HPRxCard Network
Patient Info Leaflets – access HP’s hospice-specific patient information leaflets
Report Options – generate Xeris reports across a group of patients
Communication Tools – a quick way to contact HP and excelleRx
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CHAPTER 3 - OVERVIEW
Education Materials – online CNE programs
Patient Reports – generate Xeris reports for a single patient
Administer User Accounts – add, change and delete Xeris accounts within your hospice
My User Profile – modify your Xeris user information
New in version 2.1
Clinical Pharmacology – access to drug information, drug products, patient education leaflets and
clinical tools
Xeris Help – videos containing step by step instructions on the correct way to complete different
processes of Xeris applications
Screen Management Icons
Screen management icons are used to alter the way your screen appears in Xeris. You can customize your
view to minimize scrolling or maximize display of detail.
Functional Icons
Expand section – expand the detail of a given section
Hide section – hide the detail of a given section
Functional icons are used to perform actions in Xeris.
Select – select a patient from a list and open patient profile
Pencil – open item for editing
Glasses – open item to view more detail
– Discontinue item
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CHAPTER 3 - OVERVIEW
Prescription Medication Icons
Prescription Medication Icons are located next to an ordered medication and are used to indicate where that
medication lies within the Medication Use Guidelines.
MUG – Medications that are listed in the MUG’s and are included in the hospice’s per diem.
Non-MUG – Medications not listed in the MUGs. These meds are billed outside the per diem to the
hospice.
MUG-R – Medications that are listed in the MUGs, but are not included in the per diem for this
particular patient. These meds are billed outside the per diem to the hospice.
Oncology – Medications not listed in the MUGs. These meds are billed outside the per diem to the
hospice.
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CHAPTER 4 – CENSUS
Chapter 4 – Census
Managing demographic and location information about your patients
Things to Remember
Timely and accurate entry of admissions, discharges, deaths and location changes are essential to ensuring
that your patients receive the appropriate level of service and that per diem billing accounts are correct. Key
points to remember include:
• New patient status – referral vs. active
Entry of referral patients supports a speedy admission process. When a referral patient is admitted,
only a verification of existing data and a quick status change are needed. Patients in referral status will
not appear on per diem billing reports, nor will they have activated HPRxCards.
Note – HP executes periodic purges of referral patients who have been in the Xeris database for 15
days or more and have not been admitted.
Patients entered as active or changed from referral to active will activate the per diem billing process
and the HPRxCard.
• Organization –group/team
When entering a new patient or when transferring a patient between home care and a facility, it is
important to select the appropriate group/team name. The codes in the pull-down box will determine a
patient categorization (e.g., if HP services your LTC and/or IPU patients, you will see group/team codes
with an LTC or IPU suffix, no suffix indicates homecare).
Your choices may also represent different teams within your hospice (e.g. North or South, Green or
Blue). If you are unsure of how to interpret your selections, please contact your Xeris Hospice
Administrator for an explanation.
Search for a Patient
To find a patient, click the Find Patient icon in the toolbar. Enter your search criteria in one of the text boxes
(described below) and click the Search hyperlink.
• Name – hints for entering a name are shown by holding the mouse over the light bulb icon .
Note – If you are having difficulty locating a patient, try typing fewer characters of the name to allow
for spelling variations
• Social – enter the 9-digit social security number of the patient (hyphens optional)
• MR – Medical Record number (optional—only used for hospices who store this number in Xeris)
• Phone – enter the 10-digit phone number of the patient (hyphens, parentheses and spaces optional)
Figure 14 - Find Patient Search Criteria
You will receive an alphabetized list of active patients (shown in green), referral patients (shown in tan) and
discharged patients (shown in blue) who are associated with your hospice and group/team and who match your
search criteria.
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If you wish to expand the search to include deceased patients, click the deceased check box, then click the
Search hyperlink again. The deceased patients will be included in the results list (shown in red).
If the list cannot be displayed on a single page, [Back] and [Next] hyperlinks will be provided to skip to other
pages.
To open the profile for a patient in the list, click the Select icon
found, the patient’s profile will be automatically opened.
. If a single patient matching your criteria is
Adding Patients
To add a new active or referral patient, click the Find Patient icon
Patient hyperlink.
in the toolbar, then click the Add New
Note - Search the Xeris system prior to adding a new patient to see if the patient already exists in
Xeris as an active or referral patient previously entered by another person in your hospice,
by an HP representative or by an electronic XerisConnect interface from your hospice
management system. This will save not only your data entry time, but will avoid costly
errors from duplicate patient records.
Figure 15 - Add New Patient
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CHAPTER 4 – CENSUS
On the Add/Edit Patient Information screen, fill in the text boxes.
Note – Required fields are marked with a red asterisk (*)
Figure 16 - Add New Patient Demographics
The Name should be the patient’s full name. Separate with a comma if you type the last name first.
Figure 17 - Patient Name
The Status pull-down list lets you select whether the patient is being entered as a Referral, to be admitted at
a future date, or if the patient is Active, admitted to hospice.
The Organization Name will default to your hospice name. If you have privileges for multiple organizations,
you must select a name from a pull-down list.
The Organization Group/Team pull-down list lets you select a patient category and/or team assignment.
Refer to the Things to Remember section in this chapter.
The Admit Date pull-down appears after selecting a patient status of active. Xeris will default the admit date
to the current date or you may select a date within a 10-day range surrounding the current date. If you
need to admit a patient outside the date range, you must contact a HP representative to perform the
admission.
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The Primary/Attending Physician is required for active patients. A pull-down list of physicians will be
supplied. If the physician you need to associate with the patient is not in the list, refer to the Physician and
Nurse assignments section in this chapter.
There are additional physicians that can be added to the patient to help clarify which doctor performs which
task. These are optional fields and can be entered similar to the Primary/Attending physician.
The Address (Street, City, State and Zip Code) must be entered accurately to ensure the best possible
delivery of prescriptions using HP’s national courier service. A second, optional line for the Street address
can be used.
Note: If you are unsure of the patient’s zip code, you may type the city and state, and then click the
zip code icon
to obtain a display of zip code(s) from the USPS.
Note: If you have chosen a Group/Team assignment ending with an "LTC" suffix, a drop
down list of available facilities for your hospice will appear. After choosing the
patient's correct facility, the address, phone number, and pharmacy fields will be
automatically populated with the information that HP has on file. If the facility is not
available in the drop down list or the pharmacy is incorrect, please notify an HP
technician immediately with the correct information.
The Phone is required. As some patients do not have telephone service, we do recommend that you enter
the patient’s phone number to assist with customer service issues, delivery questions and patient searches.
The telephone number may be entered without parentheses, hyphens or spaces and Xeris will format the
number.
The SSN is required to uniquely identify your patient for billing purposes. The social security number may
be entered without hyphens or spaces and Xeris will format the number.
The Birth Date may be entered without slashes and Xeris will format the number.
The Gender can be selected from the pull-down list.
The Race is required to assist HP’s Predictive Pharmacotherapy Outcomes System (PPOS). Studies
have shown that different ethnicities have different metabolic reactions to some medications and knowing
your patient’s race can assist us in providing the appropriate medication to your patient.
The Complementary Therapy boxes can be checked if you wish to record this information.
The Comments box allows you to share information about your patient with HP and other Xeris users.
When you have completed filling in the form, click the Save hyperlink to create a patient record in Xeris. You
will receive a confirmation screen. If information is incomplete, Xeris will return you to the form and show you
which information is incorrect or missing.
Figure 18 - Patient Confirmation
Physician Assignment
To chagne the physician assigned to a patient, select the pencil icon in the upper left corner ( - edit patient
information). Then select the Change link. If you are assigning a physician to the patient for the first time, start
with the Change link step.
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CHAPTER 4 – CENSUS
Once again you must select Change link.
Figure 19 - New Physician
Type in the physicians name and search. If you do not find the desired physician, select the Search All Doctors
link.
Figure 20 - Search all doctors
If you still do not find the desired physician, select the Add New Link.
Figure 21 - Add new physician
Type the desired physician name as Lastname, Firstname or Lastname, FirstInitial. Select the state or type in
the zipcode, if known. Select the search link.
Figure 22 - Add physician
Select the arrow next to the appropriate physician, add the correct phone number and fax if available, and select
save. This physician is now available to add to the patient demographics.
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CHAPTER 4 – CENSUS
Nurse assignment
After creating a new patient record, you will have the option to select a primary nurse for the patient. Select the
name of the patient’s primary nurse from the pull-down list and click the Save hyperlink. If Nurse’s name does
not appear in drop down list, select “”, type in nurses name, then click Save.
Figure 23 - Add Nurse
Modify Patient Information
To modify demographic information about your patient including physician or nurse assignment, open the
patient’s profile and click the pencil icon to the left of patient’s name. Type your changes and click the Save
hyperlink.
Status Changes
The status change icon
HP service, for example:
to the left of the patient’s name in the profile screen is used to change the status of
Referral to Active
Active to Deceased
Active to Discharged (either discharge from hospice or to a facility not serviced by HP)
Discharged to Active (re-admission)
Click the status change icon, you’ll be asked to select an effective date, the per diem billing and the HPRxCard
will be activated or terminated according to the patient’s new status. Click the Update hyperlink to save the new
status.
Group/team Changes
The transfer icon to the left of the patient’s name in the profile screen is used to change the group/team
assignment from one HP service to another, for example:
Red team to Blue team
Home care to LTC or IPU facility serviced by HP
LTC or IPU facility serviced by HP to home care
Note: If your patient is being transferred to an LTC facility serviced by HP, a drop down list of
available facilities for your hospice will appear. After choosing the patient's correct
facility, the address, phone number, and pharmacy fields will be automatically
populated with the information that HP has on file. If the facility is not available in
the drop down list or the pharmacy is incorrect, please notify an HP technician
immediately with the correct information.
You will need to enter the name of the person authorizing the transfer, and then click the Update hyperlink to
save the new group/team assignment. This change will automatically update the per diem billing accounts for
that patient.
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CHAPTER 4 – CENSUS
Coverage History
A history of status and group/team changes can be viewed for a patient by clicking the Coverage History
hyperlink in the upper right of the patient’s profile screen.
Figure 24 - Coverage History
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CHAPTER 5 – CLINICAL
Chapter 5 – Clinical
Managing diagnosis, allergy and symptom information about your patients
Add Diagnosis
Newly added patients will have a warning message stating that a diagnosis has not been added for the patient. .
Click the Add New hyperlink to begin the process.
Figure 25 - Add New Diagnosis
You must select whether you wish to search by ICD-9 code or by a term, by clicking on one of the buttons. To
search by term, type all or part of the medical condition name into the text box, select whether you want to
search for a diagnosis that starts with your text or contains your text and click the Search hyperlink.
Figure 26 - Diagnosis Term Search
You will receive a list of medical condition descriptions matching your search criteria. Click the ICD-9 hyperlink
next to the description that matches your patient’s condition.
Figure 27 - Diagnosis Term Search Results
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CHAPTER 5 – CLINICAL
You will receive a list of one or more ICD-9 codes for that description. Click the Select hyperlink for the code
that matches your patient’s diagnosis.
Figure 28 - Select ICD-9 Code
In the final step you must verify that this is the patient’s primary hospice diagnosis. Selecting this box creates
the patient’s coverage code category (CAF, HRT, LUNG, OTHR) utilized in the MUGs.
The onset date is not needed for new patients, but becomes more important if your patient develops new
symptoms while on service. Click the date in the calendar to select an onset date.
Click the Update hyperlink to save the patient’s diagnosis information.
After entering the primary diagnosis, additional diagnosis codes should be added to the patient’s profile to reflect
secondary diagnoses or concomitant disease states.
Figure 29 - Diagnosis Detail
Add Allergy
Newly added patients will have a warning message stating that allergies have not been added for the patient. to
be added. Click the Add New hyperlink to begin the process.
Figure 30 - Add Allergy
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CHAPTER 5 – CLINICAL
Click the Select button to select from a pull-down list of common allergies.
Note – If the patient has no known allergies, select that entry from the pull-down list to record that
the allergies have been assessed.
Figure 31 - Allergy Select
After an allergy has been selected, you will be asked to select a severity and a reaction from the pull-down lists.
Click the Update hyperlink to save the patient’s allergy information. Additional allergies may be added to the
patient’s profile.
Figure 32 - Allergy Severity and Reaction
View and Modify Diagnosis
The patient profile screen shows the patient’s primary diagnosis and associated ICD-9 code.
Figure 33 - View Diagnoses
Click the
box to view a list of all diagnoses; the patient’s primary terminal hospice diagnosis will be
displayed in a bold font. Click the
button when you are done viewing the list.
Figure 34 - Diagnosis List
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CHAPTER 5 – CLINICAL
To modify information about the patients primary diagnosis, click the diagnosis description hyperlink next to Add
New, then type the necessary changes and click the Update hyperlink. To modify other diagnoses click the
then click on the pencil next to the desired diagnoses.
Figure 35 - Edit Diagnosis
View and Modify Allergy
The patient profile screen shows the patient’s allergies.
Figure 36 - View Allergies
Click the box to view a list of all allergies with their severity and reaction. Click the button
when you are done viewing the list.
Figure 37 - Allergy List
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CHAPTER 5 – CLINICAL
To modify information about an allergy, click the allergy description hyperlink next to Add New, then type the
necessary changes and click the Update hyperlink.
Figure 38 - Edit Allergy
Assessments
To record a new clinical assessment, click the Add New hyperlink on the patient’s profile.
Figure 39 - Add New Assessment
The assessment date will default to the current date or you may select a different date by clicking the date in the
calendar. You may enter (optional) a name, nurse, physician, vital signs, height, weight or comments for this
assessment. Click the Add Symptom Management Issues hyperlink.
Figure 40 - Add Assessment
Select BRIEF from the pull-down list and click the appropriate buttons to record your patient’s pain, constipation,
nausea/vomiting and interaction. Click the Update hyperlink to record your selections.
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CHAPTER 5 – CLINICAL
Figure 41 - Brief Assessment
Review your choices and click the Save Complete (Mod) hyperlink to save your assessment.
Figure 42 - Save Assessment
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CHAPTER 6 – MEDICATIONS
Chapter 6 – Medications
View and maintain medication lists, request refills
Recent Requests
The recent requests list shows new prescriptions or refill requests from the last thirty (30) days. Click on the
glasses icon to the right of the status to view the shipping information. Click on the plus icon to the left of
the request number to view a list of prescriptions in the request. Click on the minus icon to hide the list. Click
on the glasses icon
to the left of the Rx# to view details about the prescription.
Figure 43 - Recent Requests
Click the FedEx icon to launch a new window to the FedEx website to view tracking information. This
screen can also be used to email tracking information. When you are through with the FedEx site, close the
browser window; your Xeris session will still be active in another window.
Figure 44 - FedEx Tracking
To look beyond the (30) day list visible, you may click on the Recent Request Icon.
Figure 45 - Recent Request
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CHAPTER 6 – MEDICATIONS
You may then change the number of days to the value which you wish to view and click Refresh Days.
Figure 46 - Refresh Days
Active Medications
A list of active medications is shown when a patient’s profile is opened. If the display for a patient has been
changed to the InActive View or Discontinued View (current view indicated by the darker green bar), click the
bar to return to the Active View. The Active Medication View represents a substantial
improvement to the presentation of medications for hospice use. The new Active Medication view in Xeris 2.1
and the corresponding Active Medication Reports give a simplified, but complete presentation of the patient's
active medications. This is accomplished by combining Dispensed and Profiled medications and by eliminating
redundant medications. Consequently, each Active Medication is presented only once, even if there have been
multiple prescriptions for that medication. Furthermore, each medication is moved to the Inactive Medication
section after its expiration or stop date.
The list shows all active medications for the patient, grouped by diagnosis or indication with the corresponding
ICD-9 code.
MUG – Medications that are listed in the MUG’s and are included in the hospice’s per diem.
Non-MUG – Medications not listed in the MUGs. These meds are billed outside the per diem to the
hospice.
MUG-R – Medications that are listed in the MUGs, but are not included in the per diem for this
particular patient. These meds are billed outside the per diem to the hospice.
Oncology – Medications not listed in the MUGs. These meds are billed outside the per diem to the
hospice.
Figure 47 - Active Medications
The HP icon
appears next to each medication that has been hospice authorized for an LTC patient.
Note – This does not indicate MUG or non-MUG classification,
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CHAPTER 6 – MEDICATIONS
Click on the glasses icon
to view more detail about the prescription including dispensing history.
Figure 48 - Prescription Detail
Click on the X icon to discontinue a medication. You will be asked to select a detailed reason for the
change. Click the Discontinue hyperlink to move the medication to the Discontinued list.
Figure 49 - Discontinue Medication
New Medications
To profile a new medication for the patient, click the Add New hyperlink.
Note – Entry of a profiled medication tells HP that the patient is known to be taking a given
medication. A prescription can be created for your patient during a Pharmaceutical Care
encounter.
Enter all or part of a medication name (either brand or generic); select whether you want to search for a
medication that starts with your text or contains your text and click the Search hyperlink.
Figure 50 - Add New Medication
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CHAPTER 6 – MEDICATIONS
Your search will return one or more medications matching your search criteria. Click on the check mark next to
the correct medication, strength and dosage form.
Figure 51 - Medication search results
A list of strengths and dosage forms for that medication will be displayed. Click on the correct medication,
strength and dosage form.
Figure 52 - Medication Strengths and Dosage Forms
A list of one or more common diagnoses/indications for this medication may be displayed. Select one of these
by clicking the check icon . Alternatively, you may search for an indication (diagnosis) by entering text in the
Indication box and click the Search hyperlink.
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CHAPTER 6 – MEDICATIONS
Figure 53 - Select Diagnosis
You can enter the directions using sig codes. Click the Translate Sig Codes hyperlink to translate. Or you
may click the Free Text button and type in the directions. The start date will default to current date; it may be
changed by retyping the date or by clicking the calendar icon
profiled medication.
. Click the Update hyperlink to save the
Figure 54 - Select Directions
Requesting Refills
Medications eligible for refill have a check box next to the medication name in the Active Medications view.
Check one or more boxes and click the Request Refills hyperlink in the upper right corner of the medications
list. A new request will be placed at the top of your Recent Requests list. Click the glasses icon to view
more detail about the prescription in the request. Click the X icon to cancel a single medication from the
request. Click the Submit Request hyperlink to submit the request to HP for processing.
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CHAPTER 6 – MEDICATIONS
Figure 55 - Refill Request
Select a shipping method from the pull-down box and click the Request Refills hyperlink to complete the
submission of your request. You will receive a message in red indicating that your medications have been
successfully ordered.
Figure 56 - Submit Request
Specify Coverage
You may mark which medications are related or not related to the patient’s terminal diagnosis by clicking the
Specify Coverage hyperlink in the Active Medications list. Each medication will be shown with a pull-down list
to designate whether you wish to categorize the medication as Related or Not Related. You may leave any
medication as Not Specified. Click the Save hyperlink to record your changes which will be displayed on the
Active Medications list and report.
Note – Use of this optional function is for hospice categorization of medications only. This is
separate and distinct from MUG or non-MUG classifications and has no bearing on HP
billing.
Inactive Medications
A list of inactive medications is shown when a patient’s profile is opened and the
bar is
clicked. The list shows all inactive medications for the patient, grouped by diagnosis or indication with the
corresponding ICD-9. Click the glasses icon to view more detail about the prescription history.
Discontinued Medications
A list of discontinued medications is shown when a patient’s profile is opened and the
bar is clicked. The list shows all discontinued medications for the patient, grouped
by diagnosis or indication with the corresponding ICD-9. Click the glasses icon to view more detail about
the prescription history, including details about why the medication was discontinued.
XERIS REFERENCE MANUAL
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CHAPTER 7 – TOOLS
Chapter 7 – Tools
View electronic MUGs and Patient Leaflets; Perform opioid conversion
calculations; Find a network pharmacy; Receive education; Contact HP
Medication Use Guidelines
In addition to the spiral-bound Medication Use Guideline (MUG) manuals, HP offers an electronic version of the
MUGs to Xeris users using the Portable Document Format (PDF) from Adobe®.
Note – You may download a free Adobe® Reader® at:
http://www.adobe.com/products/acrobat/readermain.html
click the
icon
Click the MUG icon in the Xeris toolbar to launch a new window with an electronic copy of the MUGs.
There are many icons available to assist you in locating the page(s) you wish. Hold your mouse over an icon to
obtain a pop-up Tool Tip explaining the icon’s function. Some frequently used icons are:
– allows you to jump to (l-r) first page, previous page, next page or last page
– provides a Find and Find Next function for text searches
– allows you to print one or more pages of the manual
A Table of Contents for the manual can be viewed by clicking the Bookmarks tab
. Click the plus
icon or the minus icon to expand or hide the detailed list of chapter names within the manual. Click on
any chapter name to jump to that part of the manual. When you are through reviewing the MUGs, close the
browser window; your Xeris session will still be active in another window.
Figure 57 – Medication Use Guideline Bookmarks
Patient Information Leaflets
Click the PILs icon in the Xeris toolbar to launch a new window with list of Patient Information Leaflets
(PILs) titles. Click on a title to view the hospice-specific PIL. You may print the PILs using your internet
browser’s printing capability. When you are through with the PILs, click the CLOSE hyperlink; your Xeris
session will still be active in another window.
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CHAPTER 7 – TOOLS
Figure 58 - Patient Information Leaflets
Opioid Conversion Calculator
Click the calculator icon in the Xeris toolbar to launch a new window with the Opioid Conversion
Calculator. In the Convert From section, select a route, medication, dosage and # of times taken in 24 hours
from the pull-down lists. Click the Add Additional Meds hyperlink if you wish to convert the patient from
multiple medications to a single new opioid. In the Convert To section, select a route, medication and frequency,
then click the Submit hyperlink. You will receive directions for the medication you are looking to convert to for
the patient. When you are through with the calculator, click the CLOSE hyperlink; your Xeris session will still be
active in another window.
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CHAPTER 7 – TOOLS
Figure 59 - Opioid Conversion Calculator
Find a Pharmacy
Click the find a pharmacy icon in the Xeris toolbar to launch a new window with the Find a Pharmacy
search function. You can search on state and county by filling in the boxes in the green search section and click
the
button, or you can search on a particular zipcode by filling in the box in the blue search section
and click the button. Check the box to refine the search to only those pharmacies that have
previously processed HPRxCard prescriptions. When you are through with the pharmacy search, close the
browser window; your Xeris session will still be active in another window.
Figure 60 - Find a Pharmacy
Education Materials
Click the book icon in the Xeris toolbar to launch a new window to access accredited CNE programs
offered by the excelleRx Institute.
XERIS REFERENCE MANUAL
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CHAPTER 7 – TOOLS
Contact HP
Click the communication icon in the Xeris toolbar to launch a new window with the HP communication
options. The first four (4) options are hyperlinks that will initiate an email message and, in accordance with
HIPAA regulations, cannot contain secure patient information:
General Information – email info@excelleRx.com to request information about Xeris, Hospice
Pharmacia or excelleRx
XerisSupport – email support@excelleRx.com for Xeris technical support
Comments – email Xeris@excelleRx.com to offer comments or suggestions about Xeris
The Quality Assurance Form is in the secure portion of Xeris and may contain information about a patient. Fill
in the form and click the Submit Form hyperlink. When you are through with the communications screen, click
the CLOSE hyperlink; your Xeris session will still be active in another window.
LTC Facility/Pharmacy Change Form - is used to send the information for a new facility the
hospice is contracted with, any changes for an existing facility (name change) or pharmacy
change
LTC Pharmacy Billing Form - is used to relay any patient billing issues
Figure 61 - Communication Options
XERIS REFERENCE MANUAL
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CHAPTER 8 – REPORTS
Chapter 8 – Reports
Clinical, Administrative, Billing or Patient Specific Reports
Using Xeris Reports
Although each Xeris report is unique, there are common functions used in developing your selection criteria and
manipulating the results.
Many Xeris reports require you to choose a date or range of dates as your selection criteria. A calendar (or a
pair of calendars representing To and From dates) is displayed with the current date highlighted. You may click
on a different date within the month or click a month’s name in the upper left and right corners to select a date
from another month.
Figure 62 - Report Date Selection
Reports displayed with an Adobe® icon
in the MUGs section of the Tools chapter.
can be navigated and printed using the Adobe® features outlined
Some frequently used icons are:
– allows you to jump to (l-r) first page, previous page, next page or last page
and displays the current page number in the center
– allows you to print one or more pages of the report
Note – If you have difficulty viewing Reports, you may need to download and install the Adobe
Acrobat Reader-in on your computer. If you are using a corporate computer (not for
personal use) you may need to contact your system administrator to install the plug-in. Our
technical support staff can assist with any problems or questions via email at
support@excelleRx.com or call (215) 282-1636
Batch Reports
These reports can be generated for a set of patients (all patients in your hospice, all patients in a group/team or
patients assigned to you as the primary nurse). Click the Report Options icon in the toolbar to get a list of
batch reports that can be generated for a set of patients. Click the hyperlink for the report you wish to generate.
XERIS REFERENCE MANUAL
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CHAPTER 8 – REPORTS
Figure 63 - Report Options
Note – Your Xeris Hospice Administrator must assign privileges to your account to access the
Clinical, Administrative or Billing report groups.
Organizational Aggregate Reports
The Organizational Aggregate Reports allows you to run reports from multiple offices or organizations.
Figure 64 - Organizational Aggregate Reports
Note – This functionality is only available to Xeris users with access to multiple organizations.
Patient Reports
While in a patient profile you may click the Patient Reports icon in the toolbar to get a list of reports that can
be generated for a single patient. Click the hyperlink for the report you wish to generate.
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CHAPTER 8 – REPORTS
Figure 65 - Patient Reports
Note – The Patient Reports icon will appear in the toolbar only when a patient profile is open.
XERIS REFERENCE MANUAL
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CHPATER 9 - ADMINISTRATION
Chapter 9 – Administration
View or modify Xeris account information; Publish announcements
Modify your Xeris Account
Click the My User Profile icon in the toolbar to view your Xeris user profile. Click the Edit My
Profile hyperlink to receive a new screen to allow modifications.
Figure 66 - My Xeris User Profile
Click the Edit hyperlink next to your User ID to change your Xeris login user id. Click the Edit hyperlink
next to your email address to change your email address. Click the Change Password hyperlink to
change your password. All other changes must be made by your Xeris Hospice Administrator.
Figure 67 - Edit My Profile
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CHPATER 9 - ADMINISTRATION
After changing you password click update.
Figure 68 - Change Password
To change your Login ID, click Edit next to the display of your Login ID. The display will change to a
text box. Type in your changes and click Save.
Figure 69 - Change Login ID
If your hospice has elected to use PINs, you can change your PIN by clicking on the XXXX (Note: for
security purposes, your current PIN will be displayed as X’s).
If you do not currently have a PIN, or if you have had your PIN reset by you XHA, leave the Old PIN
text box empty; otherwise enter your existing PIN in the Old PIN text box. Enter your new PIN in the
New PIN and Confirm boxes and click Save (Note: your PIN must be unique in your hospice
organization; if Xeris detects duplicate you will be prompted to select a new PIN).
Figure 70 - Change PIN
To change your Email address, click Edit next to the display of your Email. The display will change to a
text box. Type in your changes and click Save.
Click Exit to return to Xeris.
Figure 71 - Change Email
XERIS REFERENCE MANUAL
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CHPATER 9 - ADMINISTRATION
Administer Xeris Accounts for your Hospice
Note – This functionality is only available to Xeris users with Xeris Hospice Administrator
privileges.
Click the Administer User Accounts icon
your hospice.
in the toolbar to view and modify Xeris user profiles for
Figure 72 - Xeris User List
The Show Added Today List hyperlink is a convenient way to display recently added passcodes
when you are doing bulk maintenance. Click the glasses icon to open an individual Xeris user for
detailed viewing, modification of user demographics, roles or privileges.
Figure 73 - Edit User
Click the Print User List hyperlink to generate a report of authorized users for your hospice. Click the
Add New User(s) hyperlink to create new Xeris accounts. Fill in the person’s full name, email address
and select a role from the pull-down list. Click the Add User hyperlink to record the changes
XERIS REFERENCE MANUAL
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CHPATER 9 - ADMINISTRATION
Figure 74 - Add New User
• To reset a user’s forgotten passcode, click the Reset User Account hyperlink. A one-timeonly
password will be displayed and the user must establish a new password upon next
successful login.
• To deactivate a user’s account, click the Inactivate User Account hyperlink . It is important to
deactivate account for hospice personnel who have left the organization.
• To reset a users forgotten PIN, click Reset User PIN. The next time that user logs in they may
establish a new PIN without having to enter their old PIN.
• To modify a user’s name or email address, click Edit in the User Demographics section.
• To change a user’s role or organization privileges, click Edit in the User Roles and Privileges
section (a more detailed description of each is in the New User Accounts guide below)
• Click Edit in the User Options section to change the following settings (a more detailed
description of each is in the New User Accounts guide below)
• User Administration
• Content Management
• Outcome Reports
• PIN – Enabled
• Click Edit in the Report Options section to change the following settings (a more detailed
description of each is in the New User Accounts guide below)
• Clinical Reports
• Administrative Reports
• Billing Reports
• Organizational Reports
Creating New User Accounts
To avoid creating duplicate Xeris accounts for a single user, it is recommended that you user the
Search function to verify that the user does not already have a Xeris account prior to creating a new
one.
Click the Add New User(s) hyperlink to create a new Xeris passcode.
• Type the user’s full name as either “First Last” separated by a space or “Last, First”
separated by a comma. Do not use special characters (e.g. *-,’…etc.) and do not
enter titles or middle initials.
• Enter the user’s email address.
• Select a User Role from the pull-down box:
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CHPATER 9 - ADMINISTRATION
• Clinical users have full Xeris privileges to maintain patient demographic, census,
profile and clinical information, including requesting refills.
• Census users have privileges to maintain patient demographic, census and
profile information, but are not able to request refills using Xeris via the internet or
the telephone system.
Note: Both Clinical and Census users can have access to multiple organizations and may
be assigned any, all or none of the Additional or Reporting options described below on an
individual basis.
Figure 75 - Add New Users
If you have responsibility for multiple organizations, you may choose to assign a new user to one or
more organizations. Click on an organization or hold down the Ctrl key to highlight more than one
organization.
Note: A user’s PIN must be unique within all offices to which they are assigned. When expanding an
existing user’s privileges to include additional office(s), Xeris checks that user’s PIN within all offices
and alerts the XHA of any duplication. The XHA must then reset that user’s PIN and the user will need
to create a new PIN during their next Xeris session.
Figure 76 - Select Office
To assign Additional Xeris User Options, check one or more of the checkboxes:
• Content Management users can prepare hospice announcements to be displayed on the
Xeris Welcome page.
• User Administration allows the user to add, change and delete Xeris accounts for other
hospice employees.
• PIN Enabled User settings are only applicable to those hospices that have elected to use
PINs. Note to XHAs of PIN-enabled hospices - the default and recommended setting for a
Clinical user is PIN-enabled and for a Census user is NOT PIN-enabled, however these
settings may be modified on an individual basis.
Figure 77 - Additional Xeris User Options
To assign Report Options, check one or more of the checkboxes:
• Clinical Reports gives access to a menu of reports showing pharmacotherapy profile
information to assist clinical staff with managing their patients.
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CHPATER 9 - ADMINISTRATION
• Administrative Reports gives access to a menu of specific and general summary reports to
assist administrative staff in managing census and expenses.
• Billing Reports gives access to invoice summary and supporting data for HP billing of per
diem charges, dispensed medications and other ancillary fees for monthly billing periods.
• Collaborative Reports are only available to those hospices participating in a Collaborative
Practice Model, giving access to a menu of reports showing detailed encounter
information about assessments and plans of care.
• Organizational Aggregate Reports (formerly known as Summary Reports) are only
available to users with access to multiple organizations, providing a menu of summary
versions of Administrative Reports across multiple organizations.
• Note – all Xeris users have access to patient-specific reports.
Figure 78 - Patient-Specific Reports
When all choices have been made, click Add User to save the changes. You will receive a screen with
the new user’s Login ID and a temporary Password. This information must be printed or recorded
immediately as it is only displayed once and cannot be retrieved later. This password is temporary and
will only be used for the individual’s first login, at which time they will be prompted to select their own
secure password for HIPAA reasons. You may want to provide your new Xeris users with a copy of the
Xeris User Info document that explains Windows settings for HIPAA, how to log in for the first time and
how to modify Xeris account settings.
Figure 79 - User Account Conformation
XERIS REFERENCE MANUAL
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CHAPTER 9 – ADMINISTRATION
Administer Xeris Announcements for your Hospice
Click the Add New hyperlink in the hospice announcements section of your Xeris homepage to create a new
announcement. Click the edit icon
to modify an existing announcement.
To format text for display, the announcements must be created with HTML markups.
To make a string of text appear in a bold font, type before the string and after the string.
To make a string of text appear in an italic font, type before the string and after the string:
To break to the next line, type
For example, enter the following text in the description box, enter an expiration date and click the Update
hyperlink…
Figure 80 - Sample Announcement Input
… to generate this message on the Xeris Welcome page for your hospice:
Figure 81 - Sample Announcement Output
XERIS REFERENCE MANUAL
PAGE 45

CHAPTER 10 – COLLABORATIVE PRACTICE
Chapter 10 – Collaborative Practice
For hospice partners participating in Collaborative Practice with HP
About Collaborative Practice
Hospice-specific, pharmacist-driven Collaborative Practice Protocol management is available for hospices that
subscribe to the collaborative model. A major benefit of working under collaborative practice is the reduced time
to care plan implementation by obtaining referral sources’ approval to prescribe under protocol. In the Hospice
Collaborative Practice System (HCPS), the prescriber adopts the protocols as the Prescriber Care Plan and the
multidisciplinary care team follows the plan. The plan of care is communicated to the prescriber through routine
feedback reporting using Xeris. For more information about this exciting program, contact HP by email at
info@excelleRx.com or by calling (215) 282-1602.
Collaborative Protocols
The toolbar for hospice partners participating in HCPS will contain an icon of the hospice’s logo as a link to the
hospice’s online book of protocols. Click on any symptom in the bookmark list to review or print the flowchart for
that symptom.
Clinical Assessments
Clinical assessments for patients served by a hospice partner participating in HCPS are more robust and
tailored to the protocols jointly established.
Collaborative Reports
Hospice partners participating in HCPS have access to additional reports.
Figure 82 - Collaborative Practice Reports
XERIS REFERENCE MANUAL
PAGE 46

Table of Figures
Figure 1 - HP home page........................................................................................................................................................4
Figure 2 - Xeris Log In ............................................................................................................................................................5
Figure 3 - End User License Agreement.................................................................................................................................5
Figure 4 - Change Password ..................................................................................................................................................6
Figure 5 - Password Updated .................................................................................................................................................6
Figure 6 - Xeris Log Out..........................................................................................................................................................6
Figure 7 - SSL Lock ................................................................................................................................................................7
Figure 8 - Welcome Page .......................................................................................................................................................8
Figure 9 - Toolbar ...................................................................................................................................................................9
Figure 10 - Hospice Announcements......................................................................................................................................9
Figure 11 - HP Announcements..............................................................................................................................................9
Figure 12 - Patient Hot List ...................................................................................................................................................10
Figure 13 - Dashboard ..........................................................................................................................................................10
Figure 14 - Find Patient Search Criteria ...............................................................................................................................13
Figure 15 - Add New Patient.................................................................................................................................................14
Figure 16 - Add New Patient Demographics.........................................................................................................................15
Figure 17 - Patient Name......................................................................................................................................................15
Figure 18 - Patient Confirmation ...........................................................................................................................................16
Figure 19 - New Physician ....................................................................................................................................................17
Figure 20 - Search all doctors...............................................................................................................................................17
Figure 21 - Add new physician..............................................................................................................................................17
Figure 22 - Add physician .....................................................................................................................................................17
Figure 23 - Add Nurse...........................................................................................................................................................18
Figure 24 - Coverage History................................................................................................................................................19
Figure 25 - Add New Diagnosis ............................................................................................................................................20
Figure 26 - Diagnosis Term Search ......................................................................................................................................20
Figure 27 - Diagnosis Term Search Results .........................................................................................................................20
Figure 28 - Select ICD-9 Code..............................................................................................................................................21
Figure 29 - Diagnosis Detail..................................................................................................................................................21
Figure 30 - Add Allergy .........................................................................................................................................................21
Figure 31 - Allergy Select......................................................................................................................................................22
Figure 32 - Allergy Severity and Reaction ............................................................................................................................22
Figure 33 - View Diagnoses..................................................................................................................................................22
Figure 34 - Diagnosis List .....................................................................................................................................................22
Figure 35 - Edit Diagnosis.....................................................................................................................................................23
Figure 36 - View Allergies .....................................................................................................................................................23
Figure 37 - Allergy List ..........................................................................................................................................................23
Figure 38 - Edit Allergy .........................................................................................................................................................24
Figure 39 - Add New Assessment ........................................................................................................................................24
Figure 40 - Add Assessment.................................................................................................................................................24
Figure 41 - Brief Assessment................................................................................................................................................25
Figure 42 - Save Assessment...............................................................................................................................................25
Figure 43 - Recent Requests ................................................................................................................................................26
Figure 44 - FedEx Tracking ..................................................................................................................................................26
Figure 45 - Recent Request..................................................................................................................................................26
Figure 46 - Refresh Days......................................................................................................................................................27
XERIS REFERENCE MANUAL
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Figure 47 - Active Medications..............................................................................................................................................27
Figure 48 - Prescription Detail ..............................................................................................................................................28
Figure 49 - Discontinue Medication ......................................................................................................................................28
Figure 50 - Add New Medication...........................................................................................................................................28
Figure 51 - Medication search results...................................................................................................................................29
Figure 52 - Medication Strengths and Dosage Forms ..........................................................................................................29
Figure 53 - Select Diagnosis.................................................................................................................................................30
Figure 54 - Select Directions.................................................................................................................................................30
Figure 55 - Refill Request .....................................................................................................................................................31
Figure 56 - Submit Request ..................................................................................................................................................31
Figure 57 – Medication Use Guideline Bookmarks...............................................................................................................32
Figure 58 - Patient Information Leaflets................................................................................................................................33
Figure 59 - Opioid Conversion Calculator.............................................................................................................................34
Figure 60 - Find a Pharmacy ................................................................................................................................................34
Figure 61 - Communication Options .....................................................................................................................................35
Figure 62 - Report Date Selection ........................................................................................................................................36
Figure 63 - Report Options ...................................................................................................................................................37
Figure 64 - Organizational Aggregate Reports .....................................................................................................................37
Figure 65 - Patient Reports...................................................................................................................................................38
Figure 66 - My Xeris User Profile..........................................................................................................................................39
Figure 67 - Edit My Profile ....................................................................................................................................................39
Figure 68 - Change Password ..............................................................................................................................................40
Figure 69 - Change Login ID.................................................................................................................................................40
Figure 70 - Change PIN ........................................................................................................................................................40
Figure 71 - Change Email .....................................................................................................................................................40
Figure 72 - Xeris User List ....................................................................................................................................................41
Figure 73 - Edit User.............................................................................................................................................................41
Figure 74 - Add New User ....................................................................................................................................................42
Figure 75 - Add New Users...................................................................................................................................................43
Figure 76 - Select Office .......................................................................................................................................................43
Figure 77 - Additional Xeris User Options.............................................................................................................................43
Figure 78 - Patient-Specific Reports .....................................................................................................................................44
Figure 79 - User Account Conformation ...............................................................................................................................44
Figure 80 - Sample Announcement Input .............................................................................................................................45
Figure 81 - Sample Announcement Output ..........................................................................................................................45
Figure 82 - Collaborative Practice Reports ...........................................................................................................................46
XERIS REFERENCE MANUAL
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Index
admin
announcements, 45
deactivate user, 42
new user, 41
reset passcode, 42
user list, 41
user maintenance, 41
Adobe®
bookmarks, 32
icons, 32
page navigation, 32
PDF, 32
print, 32
search text, 32
allergy
brief list, 23
common (list), 22
detail list, 23
edit, 24
new, 21
reaction, 22
severity, 22
announcements
hospice, 9, 45
HP, 9
HTML markup, 45
assessment
new, 24
view, 9
collaborative practice
HCPS, 46
diagnosis
coverage code, 21
edit, 23
ICD-9, 20, 21
list, 22
new, 20
onset date, 21
primary, 21, 22
HIPAA, 3, 7, 35
hot list
chart view, 10
list view, 10
icons
functional, 11
navigational, 8, 10
screen management, 11
tool tip, 8
logging in
first time, 6
login id, 5
password, 5, 39
problems, 7
profile, 39
terminating session, 6
timeout, 6
LTC
admission, 16
authorized medication, 27
transfer, 18
medications
active, 27
diagnosis/indication, 29
directions/sig, 30
discontinued, 28, 31
inactive, 31
new, 28
prescription detail, 28
profiled, 28
recent requests, 26
refills, 30
related, 31
search, 28
shipping information, 26
shipping method, 31
specify coverage, 31
tracking, 26
view, 27
password
change, 39
new, 6
patient
address, 16
admit date, 15
assessment, 24
comments, 16
complementary therapy, 16
confirmation, 16
coverage history, 19
date of birth, 16
find, 13
gender, 16
group/team, 13, 15
information leaflet, 32
list, 13
modify, 18
name, 15
new, 14
phone, 16
primary nurse, 18
race, 16
referral status, 13
social security number, 16
status, 15, 18
transfer, 13, 18
physican
consulting/covering, 16
primary/attending, 15
referring/admitting, 16
reports
administrative, 36
Adobe®, 36
batch, 36
billing, 36
clinical, 36
date range, 36
patient, 37
tools
communications, 35
conversion calculator, 33
education materials, 34
find a pharmacy, 34
MUGs, 32
PILs, 32
website
excelleRx Institute, 3
HP, 3, 4
welcome page
dashboard, 10
hot list, 9
icons, 8
overview, 8
toolbar, 8
Xeris
defined, 3
end user license agreement, 5
security, 7
system requirements, 4
training, 3
version 2.1, 3, 11, 27
49