Procedure documentationPlanning Joint Appointments

Procedure

To plan appointments for dependent order items, proceed as follows:

  1. For each order item, enter the dependency on another order item

    You can also enter appointment dependencies.

    Note Note

    In the clinical order you can display the dependencies defined in the appointment template by choosing Start of the navigation path Planning Next navigation step Dependencies End of the navigation path.

    End of the note.

  2. Choose Start of the navigation path Planning Next navigation step Joint Planning End of the navigation path or Joint Planning (Joint Planning).

    Depending on the organizational unit-related parameter (OU parameter) N1MAPPSDIA you access the Appointment Search dialog box or the system fills the appointment search in the background using the existing values from the clinical order.

    The system presets the appointment search with the data from the appointment template and displays all order items (no admission items, booked appointments and appointments for which only the service facility has planning authority).

    Caution Caution

    It the clinical order contains an order item with a dependent appointment template, which already has an appointment assigned, the system does not display the dependencies of this appointment in the appointment search, but takes them into account during planning.

    End of the caution.

    You can change the dependencies from the appointment template and enter further search criteria. You define further settings such as search period and number of alternatives to be searched for on the Settings tab page.

  3. Choose Open Time Slots (Open Time Slots).

    The Create Appointment dialog box appears.

    The system displays the free appointments found together with the corresponding order item and order type in time slot list form. The search finds one appointment for each order item. You process the appointment proposals using the following functions:

    • Edit Appointment/Repeat Appointment (Edit Appointment/Repeat Appointment)

      You select/deselect appointments using the hotspot on the Time (Time) column. This function provides additional processing functions for the appointment.

    • Search (Search)

      You proceed with the search for appointments and access the Appointment Search dialog box to change the search criteria.

    • Time Slot (Time Slot)

      You proceed with the appointment search based on the selection criteria already entered.

      You can make more detailed specifications for an appointment on the Time Slot Data tab page.

  4. Choose Transfer Appointment Data (Transfer Appointment Data) to create the appointments.