Function documentationOutpatient Clinic/Service Facility View Type

 

In order to have an overview of the number of patients to be treated at your outpatient clinic or service facility, you can use the Outpatient Clinic/Service Facility view type in the Clinical Work Station to configure worklists (Views).

Within the IS-H system you can implement the requirements of an outpatient clinic (appointment processing and visit overview); within the i.s.h.med system you can also implement the requirements of the service facility (clinical order, electronic request, planning) and various hybrids of this organizational form with the Outpatient Clinic/Service Facility view type.

As in the other instances of the Clinical Work Station (e.g. Care Unit Work Station), this data is displayed in tabular form. The Outpatient Clinic/Service Facility view type accommodates flexible sorting and lets you add filter conditions to the layout. In fact, you can sort and filter the table using any of the fields in the field list. The other processing options of the clinical work station are available to you.

Features

Outpatient Clinic Support: Scenario

In a typical outpatient clinic, much revolves around provisional appointments and the patient visits they result in. When an appointment is scheduled and the patient is admitted, the patient is put on the outpatient clinic’s waiting list. At this point in time, though, it is not necessarily known what course of treatment the patient will require, or indeed what future course of action will be pursued for the patient. You can find further information under Preregistration, Appointment Planning and Waiting List Management - Concept.

The main elements of the outpatient clinic/service facility work station are:

  • Booking appointments

  • Patient admission

  • Registration of patients

  • Admission of outpatients for inpatient treatment

  • Arrange follow-up visits for patients using integrated appointment scheduling

Selection Screen

The selection screen contains the following tab pages for restricting the selected data:

  • Appointments and visits

  • Services

Appointments and Visits Tab Page

On the Appointments and Visits tab page, you can enter the following general selection criteria:

  • Institution

  • Outpatient Clinic/Service Facility (multiple selection possible)

  • Addressed Person

    You can restrict the view so that it only contains clinical orders that are addressed to a particular person. This enables you to create clinical order worklists for specific employees.

  • Room (multiple selection possible)

  • Room Missing

  • Treatment Physician (multiple selection possible)

  • Date/Time From – To

  • Patient

  • Case Types

  • Manual Input of Selection Criteria

    • Goal

      The system administrator wishes to define a view that users can use for making their own selections.

    • Method:

      If the user selects the view pushbutton, the system should not immediately display the Preregistrations view, but the selection screen should appear where the user enters the selection criteria to which the list of patients to be treated should refer.

    • Prerequisite

      When configuring a view, the system administrator creates a selection variant in which the Man. Entry Sel. indicator is set.

    • System Behavior

      When the user calls the view, the selection screen will first appear. The selection data from the selection variant is displayed by default. The user can change the selection data, e.g. select a different treatment room. After changing the selection criteria you return to the view. The selections you have just made apply. These selections remain active throughout the session (in other words as long as you remain in the transaction). If you switch to a different view in the meantime, the settings remain in force.

      Note Note

      Using Basic Settings (Basic Settings) you can reset the temporary changes for a view.

      The next time you start the clinical work station, the default selections made by the system administrator for the view apply anew.

      End of the note.

Concerning appointments and visits, you can also enter the following selection criteria for the view:

  • Appointments Selection group box

    • Organizational Unit (OU) of Appointment

      As several items of a clinical order can point to one appointment, you can restrict the selection for appointments for items without services using the OU of the appointment. The OU of the appointment can be different to the treatment OU. In the appointment template for an order item or in appointment planning, you can enter an OU for the appointment.

      Example Example

      You request an endoscopic examination, e.g. an E.R.C.P., which requires a combined examination from the endoscopy and radiology departments. The examination is requested of the endoscopy department, but is actually planned and executed in the radiology department (OU of appointment).

      End of the example.
    • Planned Admission Appointment

    • Order Item Filler

  • Status group box

    On this tab page you can restrict the view using the visit status. You can select the visit status either manually or using the following pushbuttons:

    • Present: Restricts the visit status so that only present patients are displayed in the view.

    • Non-Present: Restricts the visit status so that only patients who are not yet or no longer present are displayed.

    • Planned: Restricts the visit status so that only patients for whom a visit is planned or who have an appointment are displayed.

Services Tab Page

On this tab page you can restrict the view using the services and clinical orders. Selection criteria include:

  • Initiating OU

  • Initiating Department

  • Service/Service Group

  • Service Text

  • Transport Type

  • Document Category

  • Services with

    • Material Missing

    • Team Missing

    • Consent Missing

    • Patient Fasting

  • Cyclical Services

    If you select this checkbox, the system will display the Date and Time columns for all cycle master services on a dark green background. Individual cyclical services (assigned to the cycle master service) are displayed on a light green background.

    You can also use a hotspot in the Date column for the displayed cycle master services or individual cyclical services. If you use the hotspot you will access the cycle report. The system will select all cycle master services with individual cycle services which fall within the selection period. The system will also select all cycle master services where the cycle is valid in the selection period and for which individual cyclical services could be created in the selection period. You can change the cycles.

    Example Example

    Cycle master service from 1.10., individual cyclical services for this cycle from 2.10. and 3.10., cycle valid until 30.10.

    • If you select the 2.10. without selecting the Cyclical Services checkbox, the system will only display the individual cyclical service from 2.10. The date and time are not displayed on a green background. The hotspot is not available.

    • If you select the 2.10. and also select the Cyclical Services checkbox, the system will display the cycle master service on a dark green background and the individual cyclical service from 2.10. on a light green background.

    • If you select the 5.10. and also select the Cyclical Services checkbox, the system will only display the cycle master service on a dark green background.

    • If you select the 1.11., the system will no longer display the cycle master service. The selection date lies outside the validity of the cycle.

    End of the example.
  • Item Status

    The system displays the item status grouped according to the status profile. The Status column is not filled for status profiles. You can select one or more status profiles or an individual item status. If you select a status profile all item statuses for this profile are selected. The system will select the services of all order items which correspond to the selected item status.

  • Service Status

    You can restrict the selection using the item status and service status. In case of a combined selection, the system will display only the services of one or more service statuses, which belong to order items, with a status which corresponds to the selected item status. You can also restrict using the document status, in order to Check the Findings Documentation.

Function Selection

If you create a function variant for a view, which is based on the Outpatient Clinic/Service Facility view type, the system will provide a predetermined function selection.

This includes the following functions from the requests, visits, documents, transport order, services, surgeries, appointment management, vital signs, and environment areas:

  • Requests

    • Create Request

    • Display Request

    • Lock Request for Requester

    • Change Request

    • Request with Variant

    • Request without Variant

    • Entering Received Requests

  • Admission

    • Outpatient Admission for Appointment

    • Outpatient Quick Admission for Appointment

    • Outpatient Emergency Admission for Appointment

    • Change Admission

    • Create Quick Admission

    • Change Quick Admission

    • Create Emergency Admission

    • Change Emergency Admission

    • Inpatient Admission (appointment selected)

    • Inpatient Quick Admission (appointment selected)

    • Inpatient Emergency Admission (appointment selected)

    • Create Inpatient Admission

    • Create Admission

    • Change Inpatient Admission

    • Create Inpatient Quick Admission

    • Change Inpatient Quick Admission

    • Create Inpatient Emergency Admission

    • Change Inpatient Emergency Admission

  • Visits

    • Display Visit

    • Create Visit

    • Change Visit

    • Cancel Visit

    • Call Visit Scheduling

    • Set Visit Status

    • Change Appointment Data

  • Documents

    • Create Document

    • Display Document

    • Change Document

    • Document List (patient-related)

    • OU-Related Document Categories

  • Transport Orders

    • Return/Further Transport Order

    • Create Transport Order

    • Create Transport Order Without Patient

  • Clinical Order

    • Detail print – order items - possible for multiple order items

    • Detail print – clinical order – possible for multiple clinical orders

    • Print clinical order (Choose Form) – possible for multiple clinical orders

    • Print clinical order (Standard Form) – possible for multiple clinical orders

    • Create Clinical Order

    • Display Clinical Order

    • Change Clinical Order

    • Set Order Item Subsequent Status

      This function enables you to change the status of one or more order items without calling the order dialog.

      Moreover, you can use customizing to implement customer-specific function codes to set a specific status for the order item. A sample implementation is provided in the Business Add-In N1_WP_LSTAMB (IF_EX_N1_WP_LSTAMB).

    • Cancel Order Item

      Possible for multiple order items and consequently also possible for multiple clinical orders

  • Clinical Patient Management

    • Deregister Patient

    • Register Patient

    • Register Inpatient

    • Undo Register Inpatient

    • Call Patient

    • Treat Patient

    • Defer Patient

    • Forward Patient

    • Patient Search

  • Services

    • Replace Service

    • Replace Service – Undo

    • Perform Service

    • Enter Service

    • Release Service

    • Subsequent Service Entry via Hit List

    • Subsequent Service Entry via Service Code

    • Subsequent Service Entry

    • Cancel Service

    • Service Scheduling – Create/Change Service

    • Service Scheduling – Overview

    • Service Scheduling with Planning Grid

    • Maintain Service Entry

    • Display Subsequent Service Entry

    • Maintain Subsequent Service Entry

    • Create Cycle

    • Display Cycle

    • End Cycle

    • Cancel Cycle

    • Change Cycle

  • Surgeries (OR)

    • Surgery Services

    • Create Surgery

    • Change Surgery

    • Team

  • Appointment Management

    • Initial Visit Appointment

    • Follow-Up Visit Appointment

    • Display Appointment

    • Plan Appointment

    • Cancel Appointment

    • Find Appointment

    • Find Appt for Initial Visit

    • Find Appt for MED

    • Find Appointment

    • Follow-Up Visit

    • Change Appointment

    • Patient Appointment Calendar

    • Patient Appointments MED

  • Vital Signs

    • Vital Sign Value Collective Entry

    • Display Vital Sign Values

    • Enter Vital Signs

  • Environment

    • Display Record with Service

    • Medical Record Borrowing List

    • Outpatient Clinic Folder

    • Create Outpatient Note

    • Assign Treatment Pathways

    • Maintain Treatment Certificate

    • User Functions 1 – 5

    • DRG Work Station

    • Maintain Diagnoses

    • Diagnosis Collective Entry

    • Diagnosis Overview

    • Export as Local Files

    • Export to Excel

    • Assign Case

    • Case Classification

    • Case Overview

    • Medical Records

    • Cumulative Laboratory Findings

    • Next Day

    • Outstanding Items for Patient

    • Patient History

    • Patient Organizer

    • Process Patient Pathway

    • Create Patient Master Data

    • Change Patient Master Data

    • Enter Procedures

    • Display Risk Factors

    • Maintain Risk Factors

    • Materials Consumed

    • Maintain Insurance

    • Previous Day

    • Send WL (worklist for radiology)

    • Display Assigned Persons

    • Change Assigned Persons

    • Outpatient Notes Overview

    • Create Order

    • Create Ad Hoc Event

    • Bar Code Scan Administration

For more information about setting up the clinical work station, see Clinical Work Station: Setup.

You can incorporate the functions of the new medical service entry into views of the Outpatient Clinic/Service Facility view type as an implementation of the Business Add-In (BAdI) N1_WP_LSTAMB.

See Medical Service Entry

Field Selection

A specific field selection is available to you for each view type. Layouts enable you to define your own column sequence and sort order in relation to this field selection.

The field selection for the Outpatient/Service Facility view type includes the following fields:

  • General Data

    • Created On

    • Created By

    • Treatment Organizational Unit (OU)

    • Treatment

    • Visit Status - Sort Sequence

    • Institution

    • Departmental OU

    • Service Facility

    • Canceled On

    • Canceled By

    • Initiating Department

    • Initiating OU

  • Patient Data

    • Patient

    • Sex

    • Age of Patient

    • Birthdate

    • Private Patient

    • External Patient

    • Risk Factors Exist

    • Patient Pathway Status

    • Deceased

    • Date of Death

    • Cause of Death

  • Movement Data

    • Current Patient Stay

    • Current Patient Unit

    • Number of Calls

    • Number of Previous Visits

    • Attending Physician

    • Treatment Room

    • Treatment Certificate Missing

    • Comment on Accident

    • Visit Type

    • Visit Status

    • Movement Type

    • Provisional Appointment Duration

    • Case

    • Total Wait Time in Hours, Minutes

    • Emergency Admission Icon

    • Medical Text

    • Relative Waiting Time

    • Appointment Number

    • Accident Text

  • Service Data

    • Service

    • Service Can Be Performed

    • Service Exists

    • Service Description

    • Service Group

    • Service Quantity

    • Service Status

    • Localization of Service

    • Patient Fasting

    • Service Team

    • Material Consumed

    • Desired Date

    • Desired Time

    • Document Exists

    • Laboratory Document Exists

  • Clinical Order Data

    • Request Exists

    • Diagnosis Exists for Order

    • Diagnosis

    • Questions

    • Short Anamnesis

    • Priority

    • Initiating Employee/Business Partner

    • Order Filler (Business Partner)

    • Order Filler (Name of Business Partner)

    • Context 1 - 3

    • Context Status 1 - 3

    • Pick-Up OU Transport Order

    • Pick-Up Room Transport Order

    • Transport Type Transport Order

    • Transport Date Transport Order

    • Transport Date Transport Order

    • Transport Time Transport Order

    • Drop-Off OU Transport Order