Procedure documentation Creating Service Forms in the Work Environment Locate the document in its SAP Library structure

Use

To create service forms in your work environment for case-related service entry in a clear manner, you must first create folders to which you can add the service forms.

Procedure

Creating Form Folders

  1. On the SAP Easy Access screen, choose Hospital ® Patient Accounting ® Service Entry ® Maintain Case-Related.

The Maintain Services: Initial Screen appears.
  1. Enter the patient, or case number, or determine the patient using the patient index search, and then choose him or her from the patient list.

The patient’s case list appears.
  1. Select the case line, or a movement line, and then choose Choose.

The Maintain Services: Basic Screen appears.
  1. Position the cursor in the overview tree of case-related service processing, and press the right mouse button. In the context menu, choose Other Form Folders.

The View Selection dialog box appears.

Note

The dialog box contains a selection of all existing service form folders. Check whether the folder you require has already been created by another user. If this is the case, select this folder, and add it to your work environment by choosing This graphic is explained in the accompanying text.
  1. To create a form folder, choose New View. In the Create Form Folder dialog box, enter a name for your form folder, and from the list of service forms select those that the form folder is to contain.

    2. Note

    By flagging the D checkbox for a form, you define the service form in question as a default form. This means that it will always be contained in this folder in the work environment. You can stipulate the sequence of the service forms in the folder by making an appropriate entry in the S column. You can modify these settings at any time by calling Properties in the context menu.

  2. Choose This graphic is explained in the accompanying text Save.

The folder now appears in your work environment for case-related service entry.

Note

If you want to change the order of folders and nodes, position the cursor on a folder or a node, click and hold the right mouse button, and drag the folder or node to its new position within your work environment. If you drag the object (folder or node) to a folder, the system inserts the object in the folder at the very bottom position. If you drag the object to a node however, the system inserts it directly above the node.

Creating New Service Forms

  1. Position the cursor on a form folder, and press the right mouse button.
  2. In the context menu, choose New Form.

The Choose a Form dialog box appears.
  1. Select the form you want to create, and then choose This graphic is explained in the accompanying text.

The IS-H System adds the selected form to the form folder, and opens the form for you to make entries in the right area of the screen.

Result

The system saves the changes to your work environment for case-related service entry for your user ID. The next time you call case-related service entry, the folder you’ve just created is displayed in your work environment.