PATIENT CALENDAR

Requirements: All field users, case managers, and clinical administrators can input information and instructions as well as make changes to these forms if they have Hospice Centre user’s account and have access to these sections.

PLOTTING THE VISIT

Left-click the Gray part of the Calendar to select Plot Visit to plot a visit. (Plot Visit - will let the user plan a visit per frequency for the entire benefit period)

1.png

Highlight the frequency of the visit to be plotted by clicking on the dates.
Vertical and Horizontal arrows at the top and the right side of the Calendar Plotter will highlight whole row/columns.
Click “Plot 1” to assign Payer, Discipline, Visit Type and Time In/Out.

2.png

3.png

Note: Strict Visit Conflicts Checking is also documented under Admin Library Setup Manual.

Strict Visits Conflict Checking Feature - this will automatically check conflicting visit schedules based on the indicated Time-In and Time-Out.
Use Military time (24-hour format) in plotting/posting visits.
Drag & Drop feature
- - - Left-click and press the mouse to the Discipline icon and drag it towards the date the user wishes to move the planned visit date, then release.

Note: The user can only move the visits within the same week.

Delete Visit (permission-based)
- - This will allow the user to delete a planned visit by clicking the discipline icon and select “Delete Visit.”

4.png

5.png

POSTING THE VISIT

- - Left Click on any of the plotted visit icon (gray box). Select “Quick Post.”
  - Enter the actual Date and Time of the visit and select ”Post.”

6.png

7.png

OTHER CALENDAR FEATURES

CREATING VISIT NOTES

- - Left Click the discipline icon and select “Visit Note.”
  - Fill out and complete the note and click “Save.”

8.png

9.png

CREATING WOUND NOTE

- - Left Click the green area in the calendar and select “Wound Note.”
  - Fill out the necessary fields and click "Save."

10.png

11.png

CREATING / POSTING SUPPLY

- - Left Click the green area in the calendar and select "Supply."
  - In the Pop-Up window, fill out the fields with asterisks (*) and click "Save."
  - Delete – a permission-based feature which will allow the user to delete the posted Supply.
  - Copy Base From – a permission-based feature which will copy the same data from the previously posted Supply within the same benefit period.

Note: Supply items are taken from the entries added in “Admin > Supply Items.”

12.png

13.png

CREATING PHYSICIAN TELEPHONE ORDER (PTO)

- Left Click the green area in the calendar and Select Physician order.
- Once selected, the user will get a pop-up window to create an Order.
- Fill Out the necessary fields and save.

Note: Same process, when the user creates an order via the orders node.

14.png

15.png

CREATING COLLABORATION NOTE

- Left Click the green area in the calendar and Select Collaboration Note.
- Once selected, the user will get a pop-up window to create a Collab Note.
- Fill Out the necessary fields and save.

Note: Same process, when the user creates via the Collaboration Notes node.

16.png

17.png

CALENDAR OPTIONS

CALENDAR SETTINGS

- This feature will enable the user to set date ranges for calendar to display.
- It will also give the user an option to show or hide post-discharge documents.

18.png

BATCH POST/UPDATE VISITS

- A permission-based feature which allows the user to post multiple visits at once.
- User can also post visits as Missed visits or update visit dates and time before posting.
- They can filter their view per discipline type or the corresponding discipline for easier posting.

19.png

BATCH DELETE/UPDATE DATES

- A permission-based feature which allows the user to delete/update dates by batch.
- This will give the user an option to manage the patient's election period data.
- User can update Communication Notes, Other Notes, Supply Visits, Wound Notes, Visits (Actual and Plan), and Physician Orders.

Note: However, user cannot update the following PTO using this feature: Referred for Admission, Admission Order, Recertification, Addendum to Plan of Care, Transfer Discharged, Discharge from Hospice, and Discharge Death.

20.png

LEGEND

- This will show all the calendar icons and their meaning.
- The color of the level of care for each patient's calendar is uniformed to the color shown on the Census of the agency. This can be seen on the agency's homepage.

21.png

PRINT

- This will allow the user to print the patient's calendar.
- The user can select whether they want the icons or the actual visit details to show.
- They also have the option to print the posted visits of the patient.

22.png

Version Control #: DSL2019-2.2

Report abuse