Description

Screen used to manage the patient workflow within the practice. Manage Arrivals and Workflow Items.

Configuration

• Please see: Workflow / Configuration prior to using this functionality.

Access

Click on the Workflowbutton on the Main Menu, Appointments or Clinical Record screens. 

Sections

• Buttons
  • Discharged Patients: Displays a report of the discharged patients according to system. 
  • Dismissals History: Displays the history of records that were removed from the Arrivals area.
  • Reports: View workflow report. (Based on discharged patients).
  • Active Tasks Reports: Produce a report of all clinical tasks that remain active (pending). 
  • Viewer: 
  • Active Tasks: Produce a report of all the active clinical tasks.
  • Completed Task: Produce a report of all the clinical tasks completed. 
  • 
    
• Arrivals: Register the arrival of patients. Patients can be added manually on this screen or through the use of the Auto Registration tool (Separate program). The Arrivals area allows you to:
  • Control the flow of patients that arrive at your practice or center.
  • Manage (new or existing) patients by order of arrival.
  • Create a new patient record (With minimal demographic).
  • Edit or remove listed records.
  • Assign patient entry a specific category, to a specific location (room) and/or provider.
    • Note: The Workflow and Appointment screen are connected. Patients identified as Arrived in the Appointments screen, will also appear as a Workflow entry.

• Color bullet: Displays the color assigned to the reason for the visit, as configured in: Settings / Clinical / Clinical Tasks Templates / Arrivals Categories.
• Arrival: Date / Time of arrival.
• Patient: Patient Name
• Subject: Reason for the visit.
• Companion: Name of companion (if documented).
• Add Arrival: Patients are registered in the order of arrival.
• Edit Arrival: Used to edit the reason of visit and the Companion field.
• Assign Patient: Assign the patient to an Office Location (Room), provider and/or category.

  
  

  Note: Once the patient is assigned a location, the entry will be removed from the Arrivals list.

• Remove Patient
• Data Grid: Arrival entry display. Press a double click to assign a location.

• Workflow Items:  User manage this screen for the location and treatment. In this area you can perform the following:
  • Allows to control and organize the location of patient through the different filters of screen.
  • Allows to access the Patient Details screen. (Only if Workflow  is opened from the Appointment screen).
  • Allows to access the Advanced Progress Note screen. (Only if Workflow is opened from the Clinical Records screen).
  • Access Clinical Tasks assigned to the patient.

Filters:

• Date
• Filters Options: In office patients, Discharged patients or All patients.
• Restore Grid Layout: Press to restore screen to default layout. 

• Data Grid: Displays patient entries that have been assigned to a location. The following elements are displayed for each entry:

  • Color bullet: Displays the color assigned to the category, as configured in: Settings / Clinical / Clinical Tasks Templates / Task Categories.
  • Record No
  • Patient: Patient Name
  • Location
  • Subject: Displays the reason for the visit.
  • Arrival Date
  • Category
  • Provider: Displays the name of the provider that was assigned to the entry.
  •  Note:  Free text area.
    
  • Discharge Patient: Press to discharge the patient. 
  • Add New Location
  • Open Clinical Tasks: Review the clinical tasks attached to the patient.
  •  Inactivate With Disposition: Press to inactivate the entry. Users may select a document template or assign a reason for the dismissal.
  •  Create new progress note

  • Also, when selected, the section will expand to display additional patient demographics and the last four(4) patient encounters.