Staff, PACU Phase 2

In the CDM module, you can enter Staff information for a case for billing, costing and reporting purposes. This topic addresses updating the Staff log from the PACU Phase 2 > Staff Sheet Bar option.

To update/edit Staff information, the case status must be set to one of the following: Performed, Partially Performed/Billable, Partially Performed/Not Billable, or In Progress.  Staff information will not be allowed to be entered if the case status is set to Pending or Cancelled.  

For information on integration with AmkaiCharts and workflow issues in the CDM module, see About the CDM module.

Note: If a Sheet Bar option is disabled, check the Appointment StatusAppointment Status on the Case > General screen. Click herehere to learn which Sheet Bar options are enabled with each Appointment Status.

When entering staff information from Case > Staff Sheet Bar option, it is recommended that you enter the Time log (Case > Time Sheet Bar option) prior to entering the Staff log, so you have the option to pull these times (also known as Room Times) to the staff begin/end time/date. See the section below on right-click menu options to learn how to pull Room Times to the fields in the Staff log.

To update the Staff log

1. Launch the CDM module. You will be prompted to select a patient and case. Click herehere for more information, including instructions for selecting a patient and a case. The module opens to the Case > General screenCase > General screen..                                                                                                          
   1. When you first open the CDM module, the Person -Patient selection dialog appears, prompting you to select a patient. Click here to learn how to select a patient record.
   2. After you select a patient, the CDM Case Selection dialog CDM Case Selection dialog appears, prompting you to select a case. Highlight a case from the dialog and do one of the following:

      

   • Click View to see, but not edit case information. Or,
   • Click Edit to update/edit case information.

   Note: Only one user at a time can edit a case, but multiple users can view it at once. If you open a case someone else is already editing, a system prompt will indicate you are in View Only mode and let you know who has the case open for editing and for how long. Click the Refresh Locking Info button to see if the case has been released for editing.

    

    

   

   

2. From the CDM module Sheet BarSheet Bar, select Staff under the PACU Phase 2 heading. The Staff Log displays at the bottom of the screen.

   

    

3. The patient information sectionpatient information section at the top of the screen auto-populates from the Scheduling module. Click the links below for more information about these fields:

   

4. The fields in the PACU information sectionPACU information section may auto-populate from other areas. Click the links below for more information about these fields:

   

• • Use PACU Phase 2Use PACU Phase 2

    The following fields become editable when you select this check box:

    • Begin/End Date

    • Room

    • Begin/End Time

    • PACU 2 Billing Rate

    If you deselect this check box, a prompt appears notifying you that all associated supply resources and staff information will be removed from PACU Phase 2.

  • Begin/End DateBegin/End Date

    Defaults in if PACU Phase 2 Begin/End Times were previously entered in Case > Times. You can change the PACU Phase 2 Begin/End Times by entering a different time in this free text field. If, however, the time was exported from AmkaiCharts, it cannot be edited here.

  • Begin/End TimeBegin/End Time

    Defaults in if PACU Phase 2 Begin/End Times were previously entered in Case > Times. You can change the PACU Phase 2 Begin/End Times by entering a different time in this free text field. If, however, the time was exported from AmkaiCharts, it cannot be edited here.

  • RoomRoom

    Defaults in from the Scheduling module. To change the Room, select a different one from the drop-down list. Conflict Checker will alert you if the Room you select is not available.

  • PACU 2 Billing RatePACU 2 Billing Rate

    If applicable, select PACU 2 billing rate from the drop-down list or click Alt + D to launch the dictionary to create a new one.

5. To add an entry to the Staff logStaff log, click the plus sign, which adds a line to the log with fields for you to complete. Staff entries exported from AmkaiCharts cannot be edited here. All fields shown in red on the screen are required. We recommend completing all fields for effective reporting and cost management. Click the links for information about each field:

   

6. To add additional entries to the Staff log, click the plus sign to add a new line for each entry.
7. When you are finished updating the Staff log, click one of the following buttons:
   • SaveSave

     Click to save your changes to the patient's account and remain in this account in the CDM.

   • Save & NextSave & Next

     Click to save your changes to the current record and search for the next patient whose record you wish to update in the CDM.

Right-click menu options

When entering begin and end times/dates you can use the following right-click options:

• Pull Room time: By using this option users could fill time/date with the previously entered time/date entered into the Times Grid in the CDM (CDM > Case > Times). User has the option to pull just the begin time, just the end time, or to pull both times. If no time has been entered for the department the system will not pull data to the field when this option is used.
• Pull Current time: By using this option users could fill time/date with the current time/date. User has the option to pull just the begin time, just the end time, or to pull both times

 

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