New and Improved Features

Product Level 

PMP-72869 Create Encounters Independent of Appointments

PMP-71112 Select option for "Referred For"

PMP-74110 Appointment Overlap and Schedule Followup Changes

PMP-72897 Print Employee Medical Records

PMP-72869 Create Encounters Independent of Appointments

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: Will be able to create encounters directly

Existing System:

• Appointment creation in the system by a user is mandatory before any encounter creation 

Purpose: 

• There are few medical cases where the user doesn't go for an appointment. The user has a direct encounter with the healthcare provider 
• Here the user need not follow the traditional way of creating appointments, which is not required for them and can be time-consuming 

Enhanced System:

• Directly create encounter type in the system 
• New menu link to create encounter independent of appointment above Appointment Calendar
• Clicking this will take the user to Create Encounter Type page
• User can choose the employee and click Save or Cancel
• On saving it will take the user to the Encounter Type details screen. Cancel will close this page and take the user to the Appointment Central page

Section 1:

• List of all Encounter Types available in the system 
• User can choose single or multiple encounters 

Section 2:

• User needs to select the employment status, personnel type and select the desired employee

Section 3 :

Will show the following fields. For some default values to be saved and hidden in this screen,  the user can edit in appointment detail 

• Date, Time – Current date and time 
• Visit Reason - "Medical"
• Visit Type - "Office" 
• Department - non-mandatory product wide
• Healthcare Entity - "TBD"
• Healthcare Provider -"Health Care Provider" / only if created through Add Encounter will show this value. Will not appear in Healthcare Provider lookup as this will be system-generated similar to COVID-19 Encounter Type
• No appointment notification to be sent for the Encounter Type creation
• The system needs to show an alert message on double booking of encounter of Healthcare Provider and employee (similar logic to be applied)
• Link and the page will be driven by Encounter Permission 

• Existing Data: NA
• Impacts: 
  • Appointment Central - to show the appointments with default saved values. The user can edit those values if required. 
  • Appointment list - to show the appointments with default saved values. The user can edit those values if required. 
  • Employee Medical Profile - to show the appointments with default saved values. The user can edit those values if required. 
  • Appointment Calendar -  Since this is not a real user, no appointment calendar dropdown will show for this user, i.e., Appointment Calendar, Healthcare Provider lookup, Team Roster 
  • Employee Demographics Report - to show appointment with default values

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 PMP-71112 Select option for "Referred For"

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: Referred for would appear by default

Existing System:

• Blank value by default in referred for field 

Purpose: 

Enhanced  System:

• "Referred For" field would show the "Select" option by default

• Existing Data: NA
• Impacts: NA

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 PMP-74110: Appointment Overlap and Schedule Follow Up Changes

Configurable : Product Level

• Title: NA
• Public/Private: NA
• Default: Changes will be visible product wide

Existing System:

• A Healthcare Provider can be scheduled for an appointment for the same start time or end time that overlaps with an existing appointment.
• Schedule Follow Up can have the same start time and end time.

Purpose:

• In the case of Boundary Time, a duplicate Healthcare Provider popup is still showing for the user, which is tedious for the user.
• New Popup changes won't work in case of Current Schedule follow-up.

Enhanced System:

• The system will not show an error message if the appointment is scheduled from 12:00 p.m. - 1:00 p.m. and the next appointment is from 1:00 p.m. - 2:00 p.m.
• ScheduleFollowUp:- If the user Inserts TimeIn case of Schedule FollowUp that will be TimeIn for the appointment and For Time Out By default TimeIn+1hr will be stored
• 

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 PMP-72897 Print Employee Medical Records

Configurable: Product Level

• Title: NA
• Public/Private: NA
• Default: Report available

Existing  System:

• No place to view and print employee medical records together

Enhanced System:

• The new Employee Health Records report can view and print employee medical records

Report Path (Live): Team content/ProcessMAP Reports/Occupational Health

Search Section

Reports

Set Scheduler to receive email on employee records in different formats 

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