1 step forward, 2 steps back?
Hi all,
We have just been upgrade(?) to v1.5 and I am confused. In following the forum discussions I gave up on the visit note discussions because not having seen the beta versions I could not understand what was going on, now I think I understand the fuss.
- On consulting from the worklist the steps are: Select Client/Patient - gets to view summary screen - Click New - Click Note - Write History - Click OK - get to summary screen - click OK - get to invoicing screen - add invoice - click Completed. Gone from 4 clicks to at least six clicks??
- If you want to edit the History it opens up with this large box and a crazily small (enlargeable by dragging corner) editing box - why not have the editing area bigger to start with and avoid scrolling
- In the consult flow from worklist there is noe no summary tab so you have to get out of the whole consult to review previous history and start again - why has this ability gone?
- You cannot add a new note and have it appear sensibly at the top of the screen - it adds to the bottom of the last visit which may be months ago despite being dated todays date. It seems you have to add a new visit then a new note - more steps
- We add Referral reports as attachments in the histories and they show up as PDFs (even if originally .docs/rtf). Now they do not all show on the page except for whatever heading you might type. Also if you ascribe a vet to the attachment it still chooses the vet from the previous visit to use.
This is my fist day using 1.5 but the whole visit/consult process seems to have become very cumbersome to use - is it in any way user configureable to reduce the steps and see summaries during the consult process?
Apolgies if all this has been raised before,
Nick
Re: 1 step forward, 2 steps back?
Hi Nick,
1. yes but you no longer get lost histories because of clashing with other users changing data. An extra couple of clicks of the mouse is a small price to pay in my opinion. I think it's actually less anyway because you no longer have to click add when opening an invoice or have to delete an empty invoice item before saving.
Can I suggest you learn some keyboard shortcuts. It saves heaps of time and clicks. All you need to do is press the alt key and the underlined letter on the button you want. Start with alt O for the OK button and see for yourself.
2. Trouble is not everyone is using a huge screen. I think it's a reasonable compromise
3. Isn't the history there when you press consult? Then you just add notes to it?
4. Agreed. A new project has just been fully funded to add a combined new note and visit button which will partly alleviate this.
5. This is how it appears for me- is this correct?
Re: 1 step forward, 2 steps back?
Nick said
>If you want to edit the History it opens up with this large box and a crazily small (enlargeable by dragging corner) editing box....
and
>In the consult flow from worklist there is now no summary tab so you have to get out of the whole consult to review previous history and start again
Agreed. The "edite note" covers the summary screen and whilst you can drag/resize the "edit note" box, you can't switch to the summary screen to see previous history: there's no minimise button, so you have to click ok (or Alt-O) to close the edit box to see the summary and then click edit again to go back to what you're currently editing. Yes, you can move the summary screen over to the right and resize it before opening your edit screen, but that's a PITA to do every time. The white space on the right doesn't make things any easier either.
On my system, I have this (1600px wide screen resized to 1200px):
but I would much prefer this:
The summary screen can now be scrolled through by dragging the scroll bar on the right of its window, or by mousing over the summary screen and using the scroll-wheel: excellent. Having the summary screen open whilst editing a note during a consult is anotherbig advantage over v1.4 where you had to click a tab to see summary then click back to edit current history.
Matt said:
>2. Trouble is not everyone is using a huge screen.
a. Latest data shows that 85% of browser screens in use are higher than 1024px, in fact 98% are 1024px or wider, (Source: http://www.w3schools.com/browsers/browsers_display.asp).
b. The summary screen below has been resized to 600px wide without loss of readable data,and I've resized the width of the "edit note" window to eliminate white space (and that's about 600px as well). The "edit note" window can be thinned out even more if necessary.
OTOH, separating medical records from invoicing means no more lost histories, which is a huge advance - I am so over losing histories because I forgot to Ctrl A- Ctrl-C before attempting a save.
One other "gotcha" I've discovered since upgrading from v1.4 to v1.5.1 is that products and services are now species-specific when invoicing - a great idea, but guess who forgot to change species when setting up copies of services (a series of vaccination services, the idea being to give them all a similar look and feel but ended up with all vaccinations being feline {instead of canine and lapine because I forgot to change species when copying services}: not a problem in v1.4, but that took a few minutes to work out why I couldn't invoice a C5 vax for a dog in v1.5
).
More comments to follow as I do more with v1.5, but overall I'm loving it.
Yuri.
EDITED to add some detail and correct typos