New and Improved Features
Training Video
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Product Level
Appointments & Appointment Calendar
PMP-71111 Alert message to prevent double booking of Healthcare Provider's appointments
PMP-69703 Appoitment Calendar Weekly69703/PMP-69704 69704 Appointment 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 Healthcare 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 creating confusion
- Tedious task for user to check the Appointments by Healthcare provider Provider and their appointment timetimes
Enhanced System:
- When a Health Care a Healthcare Provider (HCP) is selected, the system checks if other appointments are scheduled for the HCP user in that same time or theres there is any overlapping time slot of an existing appointment at any location.
- Applicable for all appointments that appears appear in Appointment List:
- No warning message will appear for COVID-19 Case case, Random drug random drug, Schedule 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 the user enters overlapping time, it will show a warning message .
- Existing Data: NA
- Impacts: Schedule Appointment, Reschedule, Schedule Follow-up Appointment
Healthcare provider schedule overlapsschedule overlaps
Appointment Details
Edit the saved Encounter type for Appointment. Select Encounter - Same Healthcare Provider Overlap
Same Healthcare provider & and Encounter Type Overlaps
Create Encounter in Appointment Central
Schedule Follow up
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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 Provider available
Purpose: No visibility on their holidays, break and time off
Enhanced System:
- New look up in Module Set set up as Team Shift Roster. Here user can configure the shift time, available/unavailable slot of the healthcare provider .The , the configured shift time appears in Appointment calendar Calendar
- Team Shift Roster has 2 screens: Team List and Configure Roster
- Team List - displays the list of Healthcare providers Providers configured in all active locations
- Configure Roster - user need needs to select the healthcare provider Healthcare Provider from the Team List to configure their shift roster
- Configure Roster 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 in between shifts, mark day day off days off or mark a holiday to available, etc. The configured Roster of HCP will be applicable for all locationlocations
- In View Roster, user can have a weekly calendar view of the shift roster for the selected HCP
- Default Roster timming timing for all Healthcare Provider Providers from Mon Monday - Friday will be 9am-5pm9:00 a.m. - 5:00 p.m. Can be further edited by clicking on the slot which would redirect to the Add/Edit Roster page. Sat Saturday and Sun to Sunday are marked as Day day off.
- Add Roster will be in form of Pop pop up which can be closed by Clicking clicking on closed button and would redirect the user to the list page
- Roster can be configured max maximum for 3 month months and max maximum last 3 month months' data can be seen
- User an can download the PDF form of the report as well a PDF form
- Existing Data: NA
- Impacts: Appointment Calendar - Monthly, Appointment Calendar - Weekly, Reports, Roster Reports
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Appointment Calendar
Configurable: HideCalendarAllLocation, Value : Yes - Option to select All Location Locations, No - Hide All Location Locations
- Title: NA
- Public/Private: NA
- Default: No
Existing System:
- System have a has an Appointment Central page, where the user can Add Appointment and encounters and view them
Purpose:
- No visibilities on Available and booked slots for Healthcare provider and Entity
Enhanced System:
workflow
Enhanced Features and Functionalities
- Calendar view of Appointments showing the booked and available slots
- Roster for Healthcare provider Provider in Module set up mentioning their shift timminings timings and PTO
- New Menu link for "Appointments Calendar 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 location. User can select only single one Healthcare provider Provider at a time time. Default - Blank, Order by alphabetical order list order is alphabetical
- Healthcare Entity (mandatory filter): Will show healthcare entity entity in the system. Default - Blank, Order by alphabetical order list order is alphabetical
- Location - Logged in user location. Read-only field, All Location option (non mandatoryfield-mandatory field) - This is a check box which will load the all user-scoped location information in calendar. This will be configurable. Please note - Due due to huge data it might take more time to load the data for All location Location as compared to a single location
- Period Filter: Weekly, Monthly, with previous and next
- Separate view for Weekly, Monthly
- Default view - none
- Clicking weekly Weekly/ monthly Monthly will load weekly or monthly data
- Reset button - Reset reset to default page load.
- If a filter is changed, then weekly/monthly filter is Reset. User need needs to select the weekly/monthly option to view the new filter selection data.
- Calendar Calendar: slots Slots and activitiesActivities
- Monthly View: Calendar divided by date for the month
- Weekly View: weekly days and time times. Time being divided by 30m 30 minute intervals
- Same slot multiple Appointment Appointments can be scheduled
- Following color-coded status of Appointment can be seen in calendar: Active and No-Show Appointment Appointments, Encounter Occured ,not available Not Available, available Available
- No Show - Orange
- Active Active - Green
- Encountered Encounter 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 a label representing the above color codes in the weekly and monthly viewviews
- Calendar - Weekly
- The Appointment date, time, Healthcare provider Provider, Healthcare Entity to populate populate in the Appointment detail
- Appointment Creation and Encounter Selection will be done on add, then user gets redirected to Appointment Calendar
- Each time a new appointment is created from Appointment central Central, default values in Appointment details Details will be Date Selected, 1hr 1 hour gap from the time clicked, healthcare provider and healthcare entityHealthcare Provider and Healthcare Entity
- If any availalable available area in a slot is clicked, it will redirect for new appointment creation and editing editing, existing ones show prompt msg messageg and on clicking edit will redirect to that Encounter type
- It will show some blank space in the extreme right of a slot .For for the user to click and create new appointments
- Calendar - Monthly
By Legends color code, counts will appear along with All all items counts counts of appointments/leave for that day
Each count would be hyperlink be hyperlinked, when clicked would open the pop-up having the record list specific to that selected category
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- Time
- This will be a hyperlink to appointment details, encounter, emcounter encounter 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 any other location other than the the logged-in location
- DetailsDetails
- Employee Name, ID, Department, Location, Visit Reason,Visit typeType, commentsComments
- Status Status - as per record status
- Redirectlion will be same as weekly appointmenappointment
- Existing Data: NA
- Impacts: Appointment Calendar Report
Calendar View Weekly
Information displayed on clicking the booked appointment
Monthly View
View Appointment details Details on click Click of Counts
Create Appointment from Calendar
Edit Appointment from Calendar
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 following 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 & and follow up details -Attachment -Action items | Same as existing encounter types | ||
- Existing Data:
- Impacts: Manage Encounter Type, BI
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Configurable 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 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 from fields in Encounter Status & and Follow-up detail, each field in field list are is 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 Type Edit permission
- Only "Any" Permission for Clinic Notes
Purpose:
- User without Encounter type Type Edit permission will not be able to edit clinic notes Clinic Notes and vice versa.
- With "Any" Permission user can view and edit Clinic notes Notes created by other user
Enhanced System:
- Self & and Other Permission for Clinic Notes
- Edit Permission for Clinic notes
- Screens Applicable (same as existing) - Clinic notes Notes in Employee Medical Profile and Encounter Type
- Existing Data: New permissions will be applicable
- Impacts: Clinic notes 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 & and 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 & User Picklist with Location Scope and 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
Improvement
