Function documentationDocuments View Type

 

The Documents view type is available in the clinical work station. At some point in the future this view type will replace the Document List.

You can create views of the Documents view type using either the Work Environment Maintenance function (to do this, choose Maintain Work Environment in the context menu or Create Work Environment from the menu bar of the clinical work station) or by choosing Further Views and New View.

Note Note

Refer to the information about performance at the end of this section.

End of the note.

Features

All functions that can be executed in the document list are also implemented in the Documents view type. Using the function variant, you can define which function is to be executed with a double-click. If you do not define a variant for the double-click, the system executes the  Display Document function ( Display Document function).

You see a second list in the Archiv. Documents and Document Versions (Document Versions) functions. Using  2nd DocList (On/Off) ( 2nd DocList (On/Off)), you can hide or display the lower list at any time. The system then hides or displays this portion of the work field. When you execute the display function, the system does not reread, and therefore does not update the data. The system displays a separate toolbar for the lower document list, because only certain functions are available in the list.

Archived Documents

When you execute the Archived Documents function, the system splits the work area. In the lower area, the system displays a list of the archived documents for the selected patient.

Versions

In the Documents view type, the system only displays the most recent version of a document by default. The Versions Exist display field shows you whether earlier versions of the document exist.

Using the Document Versions (Document Versions) function you can display older versions of the document in the lower screen area. You can use the Display Document (Display Document) and Display Doc. Management Data (Display Doc. Management Data) functions for older document versions.

If you set the All Versions indicator on the selection screen, the system displays all versions of a document in the document view.

Example Example

Example for Versions

Data Situation

Document

Document Version

Document Status

1000004711

01

RL

1000004711

02

RL

1000004711

03

ER

Selection Result

Selection

Displayed Versions

Status ER + FR

03

Status ER

03

Status FR

02

Status ER + FR + All Versions indicator set

01 + 02 + 03

Status ER + All Versions indicator set

03

Status FR + All Versions indicator set

01 + 02

End of the example.
Movements and Services

Per document, you can assign several movements and services of which the system can only display one per row. Using Document Management Data you can display all assigned movements and services.

Selection

Multiple selection and interval entry are possible for all fields, thereby enabling you to perform a differentiated search for documents.

The number of read accesses is limited on the selection screen of the Documents view type to prevent the system from overloading if it finds a large set of hits. The maximum number of hits is preset with 200. If the maximum number of hits is reached in the selection process, the system issues a corresponding message.

Selection for All Cases

If you select a patient in a different view and then attempt to display the documents for this patient, the system transfers the case number and integrates it in the selection variant of the view. Therefore, you cannot use Drag+Relate to list all of a patient's documents for all cases.

Using the Ignore Cases indicator, you can create a selection variant which will ignore the case numbers.

Differences to Document List

Views Replace Tab Pages

There are no tab pages in the clinical work station. The old Med. Documents tab page corresponds to the normal view, if you have set the document category type to X (medical document indicator) in the selection. For the old Lab Findings tab page you must perform a selection with the document category type L (lab findings indicator). We recommend that you define a selection variant for this. For the old Pat. Ref. Level. tab page you should perform a selection with the reference level P (for Patient). You should also define a selection variant for this.

Permanent Selection Criteria

You can define your own selection variants that correspond to the fixed selection criteria and further differentiate them:

  • Released Documents of the Care Unit:

    OU requesting the service and all document statuses with release indicators

  • All Documents still to be Processed by the Documenting OU:

    Documenting OU and all document statuses without release indicators

  • All Documents for Today of the Employee:

    Employee code and current system date as document date

  • All Documents for Today of the Documenting OU:

    Documenting OU and current system date as document date

  • All Documents for Today of the Departmental OU:

    Departmental OU and current system date as document date

    Note Note

    If you create a selection variant, you can add a selection variant to each field as an attribute. In date fields you can select, for example, the current system date.

    End of the note.

Layout

In the Documents view type we have enhanced the field selection compared with the document list, by adding the following fields:

  • Institution

  • Patient Birthdate

  • Request ID

  • Sequence Number of Service (internal service key)

  • Sequence Number of Movement (internal movement key)

  • Icon for released documents (document status with release indicator)

    As standard, the system use the icon ICON_RELEASE (ICON_RELEASE). As the system administrator, you can override the SAP icons in the views using transaction N10O. You can also define a letter instead of the icon.

  • Document category key

  • Indicators for Medical Documents and for Lab Findings

  • Service Assigned indicator

  • Movement Assigned indicator

  • Existing Versions indicator

Notes on Performance
  • Define at least the following views:

    • one with case reference or patient reference

    • one without case reference or patient reference

    Example Example

    Example 1: All documents of a selected patient

    Define a view All Documents of the Patient. Set the Ignore Cases in indicator in the selection variant.

    Example 2: All discharge summaries of OU SURG for last 10 days

    Define a view Discharge Summaries Surg. 10 Days In the selection variant, set the Ignore PatList and Ignore Cases indicators and enter the following additional selection criteria:

    • Document Category ID = Discharge Summary

    • Documenting OU = SURG

    • Document Date or Changed On: > [today - 10 days]

    End of the example.
  • See also SAP Note 959439 relating to the performance of this view type.