Case

This section describes the fields on the Case details screenCase details screen on the Appointment object in the Scheduling module. The module opens to this screen after you select a patient or create a new one. The Case details pane allows you to specify basic details about the Case while scheduling an Appointment. Click here to learn how to schedule an Appointment.

The system only requires the fields noted in parentheses below to create an appointment. There are certain conflicts that will appear in the appointment screen. Most of the checks are in reference to overbooked resources or scheduling conflicts. Those alerts will appear over items such as the Room, Date, and Time. There are also other alerts that might appear letting you know a surgeon is not privileged to do a procedure, or the patient has an account balance on file. See Conflict Checking for a full list of alerts and warnings users can set. If there is a conflict for the Room, Date, or Time you are attempting to use to schedule an appointment, Conflict Checker will alert you, and you must correct the conflict before saving the appointment.

Click the links below for instructions for completing each field.

Case details

Preference Card(s) Section

If your facility schedules using Preference Cards, you can choose a Preference Card in order to schedule the Appointment. You can select one or more Preference Cards for a case. When you select a Preference Card, the fields in the Preference Card sectionPreference Card section of the Appointment screen are automatically populated with the information on the Card, the Procedure listed on the Card is populated in the Procedure section (see description that follows), and any Equipment listed on the Card populates the Equipment section (see description that follows).

To learn how to select a Preference Card, click here.

Procedures Section

When you select a Preference Card, certain fields in the Procedures sectionProcedures section automatically populate with the information on the Cards. You can add or change information in some of these fields.

Click the name of a field in the list below to learn more about it:

Equipment Section

If there is Equipment specified for the Procedure on the Preference Card, it defaults into the Equipment sectionEquipment section. You can add additional Equipment in this section as long as that Equipment has been designated as a Scheduling Resource in the appropriate dictionary.

To add Equipment to the case:

  1. Click the check mark icon. The Select equipment dialogSelect equipment dialog appears.

  2. Click the plus sign icon and then select Equipment from the Equipment drop-down list.
  3. Type number of units in the Quantity field for the Equipment you entered.
  4. To change the position of a piece of Equipment, select it and move it using the up and down arrows.
  5. When you have finished adding or editing the equipment click Close to save the changes.

 

Related Topics

  1. About the Scheduling Grid
  2. About Views
  3. About Conflict Checking
  4. Searching for a Free Slot
  5. Selecting a View

 

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