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21.2 Occ Health Release Note

21.2 Occ Health Release Note

New and Improved Features

Product Level 

PMP-78003 Show Healthcare provider in Add Independent Encounter type

PMP-77901 Employee Health Record - Add Encounter

PMP-76987 Add Record Status for every Encounter Type or Data Object in Occ Health data model

PMP-72906 Restriction Detail Changes

PMP-72552 Healthcare Entity to be in the module set up

PMP-70050 Performance - load employee changes in the Employee Medical Profile

Customer Specific

PMP-73058 Manage Equipment - Configuration

PMP-58239 Changes to Administer Medication Details Fields

PMP-75195 Work-related incident to be mandatory / non-mandatory configurable

PMP-78003 Show Healthcare provider in Add Independent Encounter type / PMP-77216 duplication error message

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing System:

  • In Add Independent Encounter, the Healthcare Provider currently defaults to the system-generated user and hides this field.

Purpose:

  • Customers need to select the Healthcare Provider values 
  • Showed appointment overlap message 

Enhanced System:

  • In Add Independent Encounter, the Healthcare Provider will be displayed, similar to Appointment details
  • Will load all the Healthcare Providers for that Location
  • This data will now appear in the Appointment Calendar as well
  • Existing Data: NA
  • Impacts:  Appointment Calendar

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PMP-77901 Employee Health Record - Add Encounter

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing System:

  • The Employee Health record BI report has all the Encounter Types other than Titers and Silica Encounter Types

Purpose:

  • Missing information

Enhanced System:

  • Both Titers and Silica Encounter Types are available in the Employee Health Record report
  • Existing Data: NA
  • Impacts:  NA 

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PMP-76987 Add record status for every encounter type or data object in Occ Health data model

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing System:


  • Encounter: Only Active Status available
  • Soap Notes: No Status available
  • Clinic Notes: No Status available
  • Appointment: Only Active Status available
  • Leave: Only Active Status available
  • Restriction: Only active status available

Purpose:

  • Record Status missing and Delete Record Status missing

Enhanced System:

  • Record status maintained for data objects in the model
  • Encounter: Include Active, Inactive, and Delete
  • Soap Notes: Include Active, Inactive, and Delete
  • Clinic Notes: Include Active, Inactive, and Delete
  • Leave: Include Active, Inactive, and Delete
  • Restriction: Include Active, Inactive, and Delete
  • Appointment: Include Active, Inactive, and Delete
  • Existing Data: NA
  • Impacts:  NA


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PMP-72906 Restriction Detail Changes

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing System:

  • There is no Send Email feature available to directly email the employee's Restriction Summary to his manager or his team.
  • There is no Print feature available to print and share the Restriction Summary report
  • To share the Restriction summary information, users need to search for the specific employee restriction information in Manage Restriction, select the record, and click on it to export the record to Excel. This would generate an Excel report which the user must manually attach and send in an email.

Purpose:

  • The existing process involves several mouse clicks and the user manually needs to remove the information/column he doesn't want to share  
  •  The user is unable to instantly share the employee's customized Restriction Summary via email or through an organized report format that can be printed   

Enhanced System:

For Restriction Summary, have a new option as outlined below

New link for Email -"Email Restriction Summary:"

  • The links would appear during the edit
  • When clicked, will redirect to a new screen where the user will be able to select the fields and configure the email ID to send an email 
  • The configured fields to be sent in the Email Summary 
  • Applicable for all pages to edit Restriction in Module, i.e, Manage Restriction and Employee Medical Profile 
  • The "To:" field in the email would be mandatory

Add Reports: 

  • New link to generate and print reports called "Generate Restriction Summary"
  • The links to appear during an edit
  • Upon clicked, will redirect to a new screen where the user will be able to select the fields 
  • Generate the report for the configured fields
  • The report will open in PDF format 
  • No new permission needs to be added, it will be tied up with the existing Restriction Permission
  • Applicable for all edit Restriction in Module i. e. Manage Restriction &  Employee medical profile 

Separate Interface to configure fields that would go in email/report:

  • The new screen will appear for email and reports 
  • The screen will be similar for email and reports. The only difference will be the email configuration-specific fields 
  • There will be a set of mandatory fields and optional fields for Employee Restriction that will appear in the interface 
  • By default, mandatory fields will appear checked and greyed out 
  • The optional fields will appear checked in blue. The user can select/deselect the optional fields he/she wants to include in the email or report.  
  • Only the selected field will appear in the Restriction Summary Email and Report 
  • For email, the user can also select the documents he/she needs to include by category. If attachments are available, then the associated checkbox would appear checked in blue, or else appear grey. The user can uncheck the checked boxes that are blue. These documents will be sent as attachments in email. 
  • If the field has no data and is selected to be sent/included in the report/email, then in report/email the same field will appear with blank values.
  • By default, all the fields will appear selected 
  • This is applicable for all pages to create/edit Restriction in Module, i.e., Manage Restriction &  Employee medical profile

Same Restriction type with multiple frequencies: 

  • The user can add another record for the same restriction type multiple times by clicking on the "Add" button next to that record
  • The user will see the "Remove" option which, when clicked, would remove that record 
  • The multi-select drop-down for Restriction type will show a single value irrespective of the same records added below. Removing this from the multi-select field will remove all the subsequent records of this restriction type below.
  • If all the records to a particular restriction type are removed, then they will also be removed from the multi-select 
  • Existing Data: NA
  • Impacts:  NA

Employee Medical Profile - Restriction: 

Manage Restriction:


Email Restriction Summary: 

Generate Restriction Summary:

Report: 

Same Restriction type with multiple frequencies: 

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PMP-72552 Healthcare Entity to be in the module set-up

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing system: 

  • Healthcare entity is added /edited in DB. No interface in the application

Purpose: 

  • Multiple TA tickets and this is inconvenient for customers as they have to rely on the ProcessMAP team to add the values 

Enhanced System:

  • The Healthcare Entity will be added in module set-up 

Healthcare Entity Details:

  • Healthcare Entity field would be available in Module set up
  • Due to framework support and technical feasibility, it will be placed at the end of the Lookup menu list 
  • The Details page would have the following fields:
    • Healthcare Entity: Free text. Max 200 characters. Mandatory 
    • Status - Drop down. Active/Inactive values with Select option. Mandatory 
    • Description - 500 characters. Comment box. Not mandatory 

Healthcare Entity List screen:

  • Major Columns with features - export to Excel, Search and Edit Filters, Multi-select, Pagination: 
    • Healthcare Entity-Mandatory Column
    • Status - Mandatory Column
    • Description - Mandatory Column
    • Created Date
    • Created Name
    • Last updated by Date
    • Last updated by Name
  • SOA Filter: 
    • Healthcare Entity - Contains, Doesn't Contain, Starts with, Doesn't Start With, Ends With, Equal To, Not Equal To, Is Empty
    • Status - In, Not In
    • Description - Contains, Doesn't Contain, Starts With, Doesn't Start With, Ends With, Equal To, Not Equal To, Is Empty
    • Created Date, Created Name, Last Updated By Date, Last Updated by Name - Refer Analyte Type in Module Set-up 

Impact in Application: 

  • Active Healthcare Entity to appear in Healthcare Entity fields in the application
  • If inactivated/deleted it will appear in Healthcare Entity fields of existing record only
  • All the existing values in Healthcare Entity to be available 
  • Applicable to Healthcare Entity fields in the Application 
  • Impact: Add/Edit Appointment Details, Appointment Calendar, Appointment Details in Employee Medical Profile, etc.
  • Existing Data: NA

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PMP-70050 Performance - Load employee changes in Employee Medical Profile

Configurable: NA

  • Title: NA
  • Public/Private: NA
  • Default: changes as per enhanced system 

Existing system:

  • Employee filter in Employee Medical Profile loads all the employees 
  • It stores the employee data in the filter affecting Performance

Purpose:

  • Performance improvement 

Enhanced System:

  • Employee Filter in Employee Medical Profile, the user needs to enter at least three (3) characters and press "enter" for an Employee Search
  • Further Performance Improvement: in the details screen, when a user enters the same single or double letter as entered in the Employee Medical Profile, the system will search with the existing buffer list. Otherwise, the user can enter the first three letters to search and refresh the list 
  • Existing Data: NA
  • Impacts: NA

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PMP-58239 Changes to Administer Medication Details Fields

Configurable: Yes

  • Title: DB configurable
  • Public/Private: NA
  • Default: Time - Mandatory,  Frequency - drop-down, Route and Frequency - Mandatory

Existing system:

Enhanced System:

The following fields are database configurable:

  • General Details - Time mandatory/non-mandatory configurable
  • On Non-Prescribed Medication - Frequency: made as a Text Box -100 /Free text, special characters allowed
  • On Prescribed Medication - Route and Frequency mandatory/non-mandatory configurable 
  • Existing Data: NA
  • Impacts: NA

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PMP-73058 Manage Equipment - Configuration 

Configurable: Yes

  • Title: DB configurable 
  • Public/Private: NA
  • Default: Mandatory 

Enhanced System:

The following fields are now mandatory/non-mandatory configurable in Equipment detail  

  • Supplier
  • Manufacturer
  • Storage Location
  • Calibration Required
  • Existing Data: NA
  • Impacts: NA

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PMP-75195 Work-related incident to be mandatory/non-mandatory configurable

Configurable: Yes

  • Title: DB Configurable
  • Public/Private: NA
  • Default: Non-Mandatory

Enhanced System:

  • For the Work-related "Yes" response, the "Incident ID" field has been made mandatory/non-mandatory configurable.
  • Impacted Areas 
  1.  All encounter types 
  2.  Clinic notes
  3.  Leave
  4.  Restriction
  5.  SOAP Notes 
  • Existing Data: NA

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