Difference between revisions of "Creating Patient Location and Patient Status information"
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| − | Adding a Patient Location or Status | + | |
| + | == Adding a Patient Location or Status == | ||
| + | |||
The Patient Location and Status menu’s are used to track the patient while they are in your clinic, practice or organization. Never again will you have to wonder if your patient has arrived or what room they are currently in. | The Patient Location and Status menu’s are used to track the patient while they are in your clinic, practice or organization. Never again will you have to wonder if your patient has arrived or what room they are currently in. | ||
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Patient Status - Arrived, No Show, Cancelled, Bumped. | Patient Status - Arrived, No Show, Cancelled, Bumped. | ||
| − | |||
| − | Log in to TouchWorks as an administrative user | + | == Let’s get started == |
| − | Click on TW Setup | + | |
| − | Click on Dictionaries | + | |
| − | Click on the Dictionary drop down Menu and chose SITE LOCATION. | + | '''Log in''' to TouchWorks as an administrative user |
| + | |||
| + | Click on '''TW Setup''' | ||
| + | |||
| + | Click on '''Dictionaries''' | ||
| + | |||
| + | Click on the Dictionary drop down Menu and chose '''SITE LOCATION'''. | ||
[[Image:111l.jpg]] | [[Image:111l.jpg]] | ||
| − | Click ADD and a new line will be created for you to add your information. | + | |
| + | Click '''ADD''' and a new line will be created for you to add your information. | ||
[[Image:222l.jpg]] | [[Image:222l.jpg]] | ||
| − | + | ||
| + | |||
| + | |||
| + | == Things to be aware of before continuing == | ||
| + | |||
The CODE field is only 10 spaces long, so abbreviations may be needed. | The CODE field is only 10 spaces long, so abbreviations may be needed. | ||
| Line 32: | Line 44: | ||
The MNEMONIC field must match the CODE field exactly. For example if the Code name is Peds 5 the Mnemonic field must be Peds 5. | The MNEMONIC field must match the CODE field exactly. For example if the Code name is Peds 5 the Mnemonic field must be Peds 5. | ||
| − | Do Not hit SAVE until you are certain of your input, spelling etc… Once you hit SAVE, you can not remove the location. You can INACTIVATE it so that it doesn’t show up in the Patient Location drop down, but you cannot delete it. | + | Saving - Do Not hit SAVE until you are certain of your input, spelling etc… Once you hit SAVE, you can not remove the location. You can INACTIVATE it so that it doesn’t show up in the Patient Location drop down, but you cannot delete it. |
| + | |||
| + | Okay, now go ahead and add your new Code, Name and Mnemonic. | ||
| + | |||
[[Image:333l.jpg]] | [[Image:333l.jpg]] | ||
| − | |||
| − | Click SAVE. | + | |
| + | |||
| + | Double check your new entries for spelling and accuracy. | ||
| + | |||
| + | Click '''SAVE'''. | ||
[[Image:444l.jpg]] | [[Image:444l.jpg]] | ||
| − | Now you need to LINK your new Location information to your Clinic, Practice or Healthcare Organization | + | |
| + | |||
| + | |||
| + | |||
| + | |||
| + | == Now you need to LINK your new Location information to your Clinic, Practice or Healthcare Organization. == | ||
| + | |||
While still in the Dictionary, Site Location Window Click the SITE button. | While still in the Dictionary, Site Location Window Click the SITE button. | ||
| Line 48: | Line 72: | ||
[[Image:444al.jpg]] | [[Image:444al.jpg]] | ||
| − | Click OK and you’ll be brought back to the Dictionary, Site Location page. | + | Click '''OK''' and you’ll be brought back to the Dictionary, Site Location page. |
That’s it – you’re done. | That’s it – you’re done. | ||
| + | |||
| + | |||
| + | |||
| + | == Test it! == | ||
| + | |||
Test it by logging in as a user and looking at the Patient Location drop down menu. You should see your new entry(s). | Test it by logging in as a user and looking at the Patient Location drop down menu. You should see your new entry(s). | ||
| − | New Entries not showing? | + | |
| + | == New Entries not showing? == | ||
| + | |||
If your new entries didn’t appear in the Patient Location drop down menu, it may be that the Preference setting needs to be turned on. | If your new entries didn’t appear in the Patient Location drop down menu, it may be that the Preference setting needs to be turned on. | ||
| − | Log in to TouchWorks as an administrative user | + | '''Log in''' to TouchWorks as an administrative user |
| − | Click on TW Setup | + | |
| − | Click on Preferences | + | Click on '''TW Setup''' |
| + | |||
| + | Click on | ||
| + | == Preferences == | ||
| + | |||
Scroll down to Patient Tracking – Use Patient Site Location | Scroll down to Patient Tracking – Use Patient Site Location | ||
| Line 66: | Line 101: | ||
| − | Removing Patient Location and Status options from the drop down menu | + | |
| + | == Removing Patient Location and Status options from the drop down menu. == | ||
| + | |||
Log in to TouchWorks as an administrative user | Log in to TouchWorks as an administrative user | ||
| + | |||
Click on TW Setup | Click on TW Setup | ||
| + | |||
Click on Dictionaries | Click on Dictionaries | ||
| + | |||
Click on the Dictionary drop down Menu and chose SITE LOCATION. | Click on the Dictionary drop down Menu and chose SITE LOCATION. | ||
Revision as of 19:28, 2 May 2008
Adding a Patient Location or Status
The Patient Location and Status menu’s are used to track the patient while they are in your clinic, practice or organization. Never again will you have to wonder if your patient has arrived or what room they are currently in.
You have complete control over how to name each Patient Location and Patient Status and will be guided throught this document on how to best do that.
Examples of Patient Locations and Patient Status’s
Patient Locations -Waiting Room, Check In, Exam Room 1, Dr. Millers office, The Lab.
Patient Status - Arrived, No Show, Cancelled, Bumped.
Let’s get started
Log in to TouchWorks as an administrative user
Click on TW Setup
Click on Dictionaries
Click on the Dictionary drop down Menu and chose SITE LOCATION.
Click ADD and a new line will be created for you to add your information.
Things to be aware of before continuing
The CODE field is only 10 spaces long, so abbreviations may be needed.
The NAME field is open ended and should be used to assign the full and proper name of the location.
The MNEMONIC field must match the CODE field exactly. For example if the Code name is Peds 5 the Mnemonic field must be Peds 5.
Saving - Do Not hit SAVE until you are certain of your input, spelling etc… Once you hit SAVE, you can not remove the location. You can INACTIVATE it so that it doesn’t show up in the Patient Location drop down, but you cannot delete it.
Okay, now go ahead and add your new Code, Name and Mnemonic.
Double check your new entries for spelling and accuracy.
Click SAVE.
Now you need to LINK your new Location information to your Clinic, Practice or Healthcare Organization.
While still in the Dictionary, Site Location Window Click the SITE button. Click on the AVAILABLE SITE you want to add this patient location to Click ADD to move it over to the ASSIGNED SITE.
Click OK and you’ll be brought back to the Dictionary, Site Location page.
That’s it – you’re done.
Test it!
Test it by logging in as a user and looking at the Patient Location drop down menu. You should see your new entry(s).
New Entries not showing?
If your new entries didn’t appear in the Patient Location drop down menu, it may be that the Preference setting needs to be turned on.
Log in to TouchWorks as an administrative user
Click on TW Setup
Click on
Preferences
Scroll down to Patient Tracking – Use Patient Site Location
Log in to TouchWorks as an administrative user
Click on TW Setup
Click on Dictionaries
Click on the Dictionary drop down Menu and chose SITE LOCATION.
Scroll down to the Patient Location you wish to remove and Check the INACTIVE box. Click Save
To put it back into your Patient Location drop down menu, remove the Check from the INACTIVE box. Click Save
