New and Improved Features

Appointments getting double booked creating confusion
Tedious task for user to check the Appointments by Healthcare Provider and their appointment times

Enhanced System:

When a Healthcare Provider (HCP) is selected, the system checks if other appointments are scheduled for the HCP user in that same time or there is any overlapping time slot of an existing appointment at any location
Applicable for all appointments that appear 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 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 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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PMP-69701 Team Shift Roster

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

Purpose: No visibility on their holidays, break and time off

Enhanced System:

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 needs 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 in between shifts, mark days off or mark a holiday to available, etc. The configured Roster of HCP will be applicable for all locations
In View Roster, user can have a weekly calendar view of the shift roster for the selected HCP
Default Roster timing for all Healthcare Providers from Monday - Friday will be 9:00 a.m. - 5:00 p.m. Can be further edited by clicking on the slot which would redirect to the Add/Edit Roster page. Saturday and Sunday are 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 maximum for 3 months and maximum last 3 months' data can be seen
User can download the report as a PDF form
Existing Data: NA
Impacts: Appointment Calendar - Monthly, Appointment Calendar - Weekly, Reports, Roster Reports

PMP-69703/ PMP-69704 Appointment Calendar

Configurable: HideCalendarAllLocation, Value : Yes - Option to select All Locations, No - Hide All Locations

Title: NA
Public/Private: NA
Default: No

Existing System:

System 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 in Module set up mentioning their shift timings 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 one Healthcare Provider at a time. Default - Blank, list order is alphabetical
Healthcare Entity (mandatory filter): Will show healthcare entity in the system. Default - Blank, list order is alphabetical
Location - Logged in user location. Read-only field, All Location option (non-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 to huge data it might take more time to load the data for All 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/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 needs 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 times. Time being divided by 30 minute intervals
Same slot multiple Appointments can be scheduled
Following color-coded status of Appointment can be seen in calendar: Active and No-Show Appointments, Encounter Occured ,Not Available, Available
No Show - Orange
Active - Green
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 a label representing the above color codes in the weekly and monthly views
Calendar - Weekly
The Appointment date, time, Healthcare Provider, Healthcare Entity to 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, default values in Appointment Details will be Date Selected, 1 hour gap from the time clicked, Healthcare Provider and Healthcare Entity
If any available area in a slot is clicked, it will redirect for new appointment creation and editing, existing ones show prompt 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 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

Each count would be hyperlinked, when clicked would open the pop-up having the record list specific to that selected category

Coulmn in the pop up to appear with heading

Time
This will be a hyperlink to appointment details, encounter, 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 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 appointment
Existing Data: NA
Impacts: Appointment Calendar Report

Calendar View Weekly

Information displayed on clicking the booked appointment

Monthly View

View Appointment Details on Click of Counts

Create Appointment from Calendar

Edit Appointment from Calendar

Reports (Weekly and Monthly)

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PMP-70882 : Add a new encounter for Silica Testing

Configurable: NA

Title: NA
Public/Private: NA
Default: Silica Encounter type will be available

Enhanced System:

New Encounter type available - Silica Testing

Fields and dependencies

Sl No	Field Name	Field Type	Dependency	Values
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 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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PMP-71680 New Encounter type Others V2

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

Purpose: Difficulty in accomodating existing customer configuration or requirement

Enhanced System:

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 and Follow-up detail, each field in field list is mandatory/non-mandatory and show/hide configurable

Existing Data: NA
Impacts: Manage Encounter Type, BI

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PMP-54988 Edit Clinic notes/self and others permission

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

Purpose:

User without Encounter Type Edit permission will not be able to edit Clinic Notes and vice versa.
With "Any" Permission user can view and edit Clinic 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 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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PMP-69512 User with Occ Health permission to appear in user picklist

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 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

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Ideagen EHS Help Site

20.2 Occupational Health Release Notes

New and Improved Features

PMP-71111 Alert message to prevent double booking of Healthcare Provider's appointments

PMP-69701 Team Shift Roster

PMP-69703/ PMP-69704 Appointment Calendar

Create Appointment from Calendar

PMP-70882 : Add a new encounter for Silica Testing

PMP-71680 New Encounter type Others V2

PMP-54988 Edit Clinic notes/self and others permission

PMP-69512 User with Occ Health permission to appear in user picklist