Staff

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 PAT/Follow-up > 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, SIS Charts, and/or SIS Advanced and workflow issues in the CDM module, see About the CDM module.

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 for PAT Follow-up

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:
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.
Click Staff under the PAT/Follow-up Sheet Bar HeadingPAT/Follow-up Sheet Bar Heading.
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:

PatientPatient

To select a different patient, click the check mark icon. The Person -Patient selection dialog appears. Click here to learn how to use this dialog to select a patient.
CaseCase

To select a different case, click the check mark icon. The CDM Case selection dialogCDM Case selection dialog appears. Select a case and click Edit to open the case for editing, or click View if you do not wish to edit the case.
Surgery DOSSurgery DOS

The Surgery Date of Service defaults in from the Scheduling module. Read-only field.
Appointment SummaryAppointment Summary

To view an appointment summary, click the calendar icon to the far right of patient information section (circled in red) to launch the Appointment Summary dialog. Click here to learn how to use this dialog.
RemarkRemark

To view or create a remark, click the icon (circled below) in the far right of the patient information section. Click here to learn how to use the dialog that appears. The number to the right of the icon indicates how many remarks exist on this account.

The PAT/Follow-up visits sectionPAT/Follow-up visits section auto-populates from the Scheduling module. Click the links below for more information about the fields in this section:

Begin/End DateBegin/End Date

Defaults in from the Scheduling module as the date of the appointment.
Begin/End TimeBegin/End Time

Defaults in from Scheduling. The begin time cannot be edited here.
FacilityFacility

Defaults in from Scheduling.
RoomRoom

Defaults in from the Scheduling module.
StatusStatus

Update the appointment status using the drop down menu. To update/edit Procedures information, the PAT appointment status must be set to one of the following: Performed, Partially Performed/Billable, Partially Performed/Not Billable, or In Progress.

After updating the status to one of the above, click Save to enable the ability to add Procedures.

To add an entry to the Staff logStaff log, highlight a date of service in the PAT / Follow-up grid. Click the plus sign, which adds a line to the log with fields for you to complete. All fields are required. Click the links for information about each field:

DepartmentDepartment

This field lists the department where the staff (physician) member carried out his/her duties. The field defaults to the page you are currently on in CDM. For example, if you are on the Operative page in CDM, the field defaults to Operative. Cannot be edited here.
StaffStaff

In this field, enter the staff member that was present by double-clicking on […].Only persons entered in the physician and staff dictionary will show in this item selector.
RoleRole

Staff can be assigned a default role in the Staff Dictionary. Defaults can be modified for the case as needed.
Start DateStart Date

Date on which the staff member assumed care of the patient. A single click on start date will default to the date of service. You can also enter the start date manually or access the Amkai calendar by clicking the down arrow .
Start TimeStart Time

Enter the time at which the staff member assumed care of the patient. You can enter the time manually or by using the right click options.
End DateEnd Date

Enter the date on which the staff member ceased care of the patient. A single click on End Date will default to the date of service. You can also enter the end date manually or access the Amkai Calendar by clicking the down arrow.
End TimeEnd Time

Enter the time at which the staff member ceased their care of the patient. User can enter time manually or by using the right click options.

To add additional entries to the Staff log, click the plus sign to add a new line for each entry.
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