New and Improved Features
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PMP-69703 Appoitment Calendar Weekly69703/PMP-69704 Appointment 69704 Appoitment Calendar Weekly/Monthly
Encounter Type
PMP-70882 New Encounter type Silica Test
PMP-71680 New Encounter type Others V2
Permission
PMP-54988 Edit Clinic notes /self and others permission
PMP-69512 User with Occ Health permission to appear in user picklist
Customer Specific
NA
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Configurable: NA
- Title: NA
- Public/Private: NA
- Default: Will show warning message during double booking of Healthcare Provider's Appointment
Existing System:
- A Health Care Provider can be scheduled for more than one appointment for the same start time or can overlap an existing appointment.
Purpose:
- Appointments getting double booked creatimng confusion
- Tedious task for user to check the Appointments by Healthcare provider and their appointment time
Enhanced System:
- When a Health Care Provider (HCP) is selected, the system checks if other appointments are scheduled for the HCP user in that same time or theres any overlapping time slot of an existing appointment at any location.
- Applicable for all appointments that appears in Appointment List :
- No warning message will appear for COVID-19 Case , Random drug ,Schedule follow up -same day
- If the HCP is already scheduled then an ALERT MESSAGE should appear. "An existing appointment is scheduled for this Health Care Provider. Please select a different time." with OK or Cancel
Cancel will create appointment with overlapped time . OK will make the user stay in same page to select a different date and time
- Each time user enters overlapping time ,it will show a warning message .
- Existing Data: NA
- Impacts: Schedule Appointment , Reschedule , Schedule Follow up Appointment
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Configurable: NA
- Title: NA
- Public/Private: NA
- Default: Team shift roster will be available in look up
Existing System:
- No shift roster of Healthcare provider available
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- New look up in Module Set up as Team Shift Roster .Here user can configure the shift time ,available/unavailable slot of the healthcare provider .The configured shift time appears in Appointment calendar
- Team Shift Roster has 2 screens : Team List and Configure Roster
- Team List -displays the list of Healthcare providers configured in all active locations
- Configure Roster - user need to select the healthcare provider from the Team List to configure their shift roster
- Configure Roster further has Add Roster and View Roster
- In Add Roster user can configure the HCP shift start time and end time , break inbetween the shift ,mark day day off or mark a holiday to available ,etc .The configured Roster of HCP will be applicable for all location
- In View Roster user can have a weekly calendar view of the shift roster for the selected HCP
- Default Roster timming for all Healthcare Provider from Mon - Friday will be 9am-5pm.Can be further edited by clicking on the slot which would redirect to the Add/Edit Roster page.Sat and Sun to marked as Day off .
- Add Roster will be in form of Pop up which can be closed by Clicking on closed button and would redirect the user to the list page
- Roster can be configured max for 3 month and max last 3 month data can be seen
- User an download the PDF form of the report as well
- Existing Data: NA
- Impacts: Appointment Calendar -Monthly , Appointment Calendar - Weekly , Reports ,Roster Reports
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Configurable: HideCalendarAllLocation ,Value : Yes - Option to select All Location , No - Hide All Location
- Title: NA
- Public/Private: NA
- Default: No
Existing System:
- System have a Appointment Central page ,where user can Add Appointment and encounters and view them
Purpose:
- No visibilities on Available and booked slots for Healthcare provider and Entity
Enhanced System:
- Calendar view of Appointments showing the booked and available slots
- Roster for Healthcare provider in Module set up mentioning their shift timminings and PTO
- New Menu link for "Appointments Calendar "
- Applicable by Location only
- Major Section : Filter , Calendar
- Filter : Major Filters
- Healthcare Provider(mandatory filter) : drop down .Will show healthcare provider in the location .User can select only single Healthcare provider at a time .Default - Blank, Order by alphabetical order
- Healthcare Entity(mandatory filter) : Will show healthcare entity in the system .Default - Blank, Order by alphabetical order
- Location - Logged in user location .Read only field , All Location option(non mandatoryfield) - This is a check box which will load the all user scoped location information in calendar .This will be configurable .Please note -Due to huge data it might take more time to load the data for All location as compared to single location
- Period Filter: Weekly ,Monthly, with previous and next
- Separate view for Weekly ,Monthly
- Default view - none
- Clicking weekly / monthly will load weekly or monthly data
- Reset button - Reset to default page load .
- If a filter is changed , then weekly/monthly filter is Reset .User need to select the weekly /monthly option to view the new filter selection data .
- Calendar :slots and activities
- Monthly View: Calendar divided by date for the month
- Weekly View : weekly days and time . Time being divided by 30m
- Same slot multiple Appointment can be scheduled
- Following color coded status of Appointment can be seen in calendar : Active and No Show Appointment ,Encounter Occured,not available ,available
- No Show - Orange
- Active - Green
- Encountered with HCP-Teal
- Available- while
- Unavailable -grey
- The color code in Calendar would appear for all the views i.e.Weekly ,Monthly
- There were would be Label representing the above color codes in the weekly and monthly view
- Calendar -Weekly
- The Appointment date ,time ,Healthcare provider ,Healthcare Entity to populate in the Appointment detail
- Appointment Creation and Encounter Selection will done on add ,then user gets redirected to Appointment Calendar
- Each time a new appointment is created from Appointment central , default values in Appointment details will be Date Selected ,1hr gap from the time clicked ,healthcare provider and healthcare entity
- If any availalable area in a slot is clicked it will redirect for new appointment creation and editing existing ones show prompt msg and on clicking edit will redirect to that Encounter type
- It will show some blank space in the extreme right of a slot .For the user to click and create new appointments
- Calendar -Monthly
By Legends color code ,counts will appear along with All items counts of appointments / leave for that day
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- Time
- This will be a hyperlink to appointment details ,encounter,emcounter type page and would be accessible based on permission and current location data
- For other location appointment ,user can just view the appointment details .Edit Appointment will be restricted/ hidden for other location other than the the logged in location
- Details
- Employee Name ,ID,Department,Location ,Visit Reason ,Visit type, comments
- Status - as per record status
- Redirectlion will be same as weekly appointmen
- Existing Data: NA
- Impacts: Appointment Calendar Report
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Reports (Weekly and Monthly)
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Configurable: NA
- Title: NA
- Public/Private: NA
- Default: Silica Encounter type will be available
Enhanced System:
- New Encounter type available -Silica Testing
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| Sl No | Field Name | Field Type | Dependency | Values |
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| 1 | Silica Visit Type | Radio Button | No | Initial Examination ,Periodic Examination,Specialist Examination |
| 2 | Respirator Approval | Drop Down | No | 1. No limitations on respirator use 2. Limitations Describe the restriction (Free Text Box) Date Range Picker - Start Date and End Date fields |
| 3 | Describe the Restriction | Text Box (500 characters) | Yes (if “Limitations” is chosen on 2) | NA |
| 4 | Start Date | Date Picker | Yes (if “Limitations” is chosen on 2) | NA |
| 5 | End Date | Date Picker | Yes (if “Limitations” is chosen on 2) | NA |
| 6 | Has the employee provided written authorization for disclosure of the following to the employer? | Radio Button | Yes (if “Limitations” is chosen on 2) | 1.Yes (i)* 2.No 3. NA (i)* - if “Yes” is chosen the below message appears “This employee should be examined by an American Board-Certified Specialist in Pulmonary Disease or Occupational Medicine” |
| 7 | Has the employee provided written documentation that the employee should be restricted from exposure to crystalline silica | Radio Button | Yes (if “Limitations” is chosen on 2) | Yes No NA |
| 8 | Start Date | Date Picker | If “Yes” is chosen on 7 | NA |
| 9 | End Date | Date Picker | If “Yes” is chosen on 7 | NA |
| 10 | Attachment | Attachment Section | If “Yes” is chosen on 7 | NA |
| 11 | I attest that the examination was performed in accordance with the medical surveillance section of the OSHA Respirable Crystalline Silica standard. | Radio Button | No | Yes No |
| 12 | -Encounter status & follow up details -Attachment -Action items | Same as existing encounter types | ||
- Existing Data:
- Impacts: Manage Encounter Type , BI
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Configurable :This Encounter type to be turned off/on configurationally through Script
- Title: NA
- Public/Private: NA
- Default:
Existing System:
- No Separate Encounter Type to repurpose as per customer needs
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- New configurable encounter type Others V2 which can be renamed and repurposed based on customer need
- If the name of Encounter is changed through Multilingual ,then the changed name would appear accordingly in all places
- All fields appart from fields in schedule follow up are multilingual and will be specific change to Other V2 only . It will not change other fields encounter type which are common in different encounter types
- Appart from fields in Encounter Status & Follow up detail each field in field list are mandatory /non mandatory and show/hide configurable
- Existing Data: NA
- Impacts: Manage Encounter Type , BI
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Configurable: NA
- Title: NA
- Public/Private: NA
- Default:
Existing System:
- No separate edit permission for Clinic Notes .It is coupled with Encounter type edit permission
- Only "Any" Permission for Clinic Notes
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- Self & Other Permission for Clinic Notes
- Edit Permission for Clinic notes
- Screens Applicable(same as existing) -Clinic notes in Employee Medical Profile and Encounter Type
- Existing Data: New permissions will be applicable
- Impacts: Clinic notes in Employee Medical Profile and Encounter Type
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Configurable: NA
- Title: NA
- Public/Private: NA
- Default: Will Load user in user picklist with Location scope & Occ Health Module permission
Existing System:
- In user picklist if Occ Health pages ,currently user with all module permission and irrespective of location are loaded
Purpose:
- Performance of the pages are degraded
Enhanced System:
- Will Load user in user picklist with Location scope & Occ Health Module permission
- Existing Data: Will display the old selected value ,once edited then old value if without location scope or module permission will not appear
- Impacts: applicable to following screens and fields
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