Suggestions for improving usability
Submitted by Guest on Tue, 23/07/2013 - 20:21
Having spent the morning showing the practice manager over her soon to be installed system, and mindful of the recent exchanges about the ease of use of the system, I offer these suggestions for improving the usability of the system:
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change the label on the Find button to Refresh/Find
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have the system do a Find (ie refresh) whenever you change to a different workspace. Currently if the last time you looked at the Workflow|Scheduling screen was 30 minutes ago (because you have been hard at work entering consult data) then when you switch back to the scheduling screen it is as you left it. Note that this suggestion is not about 'as you stare at the scheduling screen it should update automatically every x seconds', it is about 'as you switch a different workspace it should refresh automatically'. Note that without this people have to press Find as the first action whenever they switch to a new workspace.
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remove the Add Visit and Note button from the Medical Records screen - or adjust it so that if there is a current open visit - ie a consult is running, then it just adds a note and not a visit as well. [I suspect that the Add Visit & Note facility is a hangover from before there was the nice visit editor that we currently have.]
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add a Consult button to the Patients|Info and Patients|Medical Records screen that is displayed whenever there is a current consult running. At the current time, you have to go back to the Workflow|Scheduling or Work List screens to get back into the visit editor - you can't get into the visit editor from the Medical Records screen. You can Check-In from the Patient|Info screen, but you cannot Consult from there. [Perhaps we should also have a Check-In button on the Meddical record screen.]
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if the Problems facility is seen as useful (ie the ability to put notes and medication under a problem heading) then a) it needs status selection (done in 1.7); b) on the summary screen, the notes and medication that are part of the problem need to be grouped under the problem [but maybe not - see below]; and c) we need to solve the problem that medication items don't get charged - ie if you put a medication item under the problem, then you have to remember to invoice it separately - BUT if you do this the medication will get duplicated.
I can see (and bear in mind that I am not a vet) that it is useful to group things together under the one problem, and let this span multiple visits, and the Problems tab allows you to see the notes and medication related to that problem. However, I suspect one really needs to be able to add anything under the problem, ie invoice items, investigations, etc. A problem then becomes a tag which is optionally added to anything in the medical records - ie you go to the Problems tab and either select an existing unresolved problem, or create a new one - then anything you do to add items to the visit become part of the work for that problem.
On the summary screen all you can see is that there is a problem - there is no feedback about what was done in relationship to that problem. However, if you go to the Problems tab, there you can see everything associated with that problem, notes, medication (which will be charged since it went in as an invoice item), images, investigations, anything)
The above suggestions (except for the Problems one) are aimed at improving the usability of the system and reducing the 'you have to go there before you can do that' requirements. [I suspect that this contributes to the 'You talk to staff and newcomers to the system and they do not find it user friendly and complain that it is very "clicky"' remark by EastsideVetEmerg.
Regards, Tim G
Re: Suggestions for improving usability
Thanks Tim. All #1-4 above are great suggestions! Especially #4, I found it is cumbersome in its current format so a modification as suggested will definitely be appreciated.
I've made a separate comment relating to #5 at another thread:
http://www.openvpms.org/forum/what-do-you-want-see-next-release-openvpms...
Kind regards,
Anthony (ActiVet)
Kind regards,
Anthony (ActiVet)
Re: Suggestions for improving usability
Tim G said
> 2. have the system do a Find (ie refresh) whenever you change to a different workspace.
Correct me if I'm wrong, but doesn't OV already do this? If I'm editing a visit in consult while another appointment is added at front desk, the new appointment appears as soon as I click ok on my visit editor.
Thus......
Yuri.
("fake patient" is not a well animal judging by his many visits on my system )
Re: Suggestions for improving usability
Hi Yuri, I don't think Open is currently refreshing all workspaces at the moment. Till Balancing is one example. Even after you have moved to a different workspace and then came back, you must click Find to refresh the list.
Regards,
Anthony (ActiVet)
Kind regards,
Anthony (ActiVet)
Re: Suggestions for improving usability
Hi Tim,
1) Sounds good
2) Sounds good
3) I think it would be good if the New Visit/Note editor either detected if there was a current visit in progress or asked if this was the case rather than being deleted.
4) This would be great! A check in button on the medical records screen would also be a good idea.
5) We don't use the problems feature so I can't comment on this.
Other usability issues I have started to document for us (some from a new user that has started with us in the last few days):
a) When expanding macros the curser moves to the bottom of the text box you are editing. It should stay where you left it so you can continue typing where you left off.
b) When you go to look at Customer -> Information -> Contacts for example and then decide you want to edit it you press edit. The new editing window that opens up does so showing the first tab (patient tab). It should open up to the last window/tab you were looking at.
c) When adding a new patient the tabbing behaviour appears a little unusual for us. You tab to species and select the species but then when you tab to breed you can't access the drop down menu. So you need to then go mousing to make your selection and move to the next field.
Kind Regards,
Adrian
Re: Suggestions for improving usability
Adrian - thanks for your input- queries/clarifications:
3) Add Visit & Note button - are you suggesting that the behaviour should be:
if current consult active, then show message box saying 'There is a current active visit, are you sure you want to add a new one?' OK proceeds, Cancel aborts
else create visit and add note [ie as at present]
NOTE - I have just realised that I have not previously understood completely what a visit is. I thought it was just a line item in the medical records - it is actually a container for all the other stuff. Hence when you press the New button to add something, if you have currently selected an old visit, then the new thing is added under the old visit. Also - I now understand what the sort order in the practice does. I am about to go and do two lots of corrections to the CSH text.
a) cursor position after macro expansion. In theory it is possible - the algorithm is something like:
get caret position; run through text expanding each macro in turn keeping track of position in original text and position in new text; while position in old text <= old caret position, set new caret position = position in new text.
Whether it is easy to implement this algorithm in the current code is a question for Tim A
b) I agree it would be very nice if the current tab was remembered both for your edit case, and the view case (where one is running down say products trying to look at what in in the supplier tab for each product). The 'viewing tab x so open edit in tab x' should work always, but my 'view next/prev should show the same tab' will fail if you change product types so that tab is no longer available - but for this one gould revert to the current 'show the first tab'.
c) after having a play, I have convinced myself that there is a bug. If all you do on the edit screen is press tab, then the focus switches between each of the fields in succession as you expect. However, if a field is a pull down list (like species) then the act of selecting one of the list entries loses the focus so that when you press tab you do not go to the next field because some other field now has the focus.
I am about to raise this in the development forum.
Regards, Tim G
Re: Suggestions for improving usability
Hi TimG,
3) That is the behaviour I am suggesting. Like you I think it took us the better part of a year (and after funding one project to get sort orders added) to understand just how visits/notes work. I am still trying to change ingrained behaviour of vets and nurses to the correct way of adding notes/visits.
a) This is something we would fund in a heartbeat. It drives me nutty.
b) Yes, something that should apply there as well. With no way to do bulk edits at the moment it took me weeks and weeks to go through all our products and services recently making sure everything was added in correctly.
c) Thank you
Re: Suggestions for improving usability
Adrian - can you have a look at http://www.openvpms.org/documentation/csh/1.7/concepts/visits
I am not totally happy with it, and would appreciate any suggestions for improvements.
Regards, Tim G
Re: Suggestions for improving usability
1. Find means 'Display everything matching the selection criteria.'
The button could be renamed Find/Refresh, but Find is concise. Concise is better IMO.
2. OK. Will create a project. Note that on multi-page workspaces, (e.g Product|Information), it may be hard to retain the current selection.
E.g., suppose there are 40 pages of products, and you:
OpenVPMS can:
3. The Add Visit & Note comes from this project: http://www.openvpms.org/project/new-note-and-visit-button
I believe the original request was to simplify creation of one-off notes, e.g. for client phone calls.
4. The Consult workflow is launched from an appointment or task. There can be both present for a patient, each pointing to a different Visit. How would you select which one to use?
5. There was discussion about retiring the Problem tab, as on its own its not particularly useful. This may change if http://www.openvpms.org/project/venom-coding is implemented.
a). This is not supported by the web-framework we use, so a new text component would need to be developed to support it.
b) Will create a project.
-Tim A
Re: Suggestions for improving usability
I've added the following projects:
-Tim
Re: Suggestions for improving usability
Tim A - thanks for the input. My comments as follows:
1. Find/Refresh - this is obviously one of those 'tomate-o/tomart-o' problems, and best dealt with via the messages.properties file - I will put a note in the Reference|Langage section of the CSH text.
2. Screen refresh - I have added a coment and a suggested algorithm to the project notes.
3. Add Visit & Note - ahah now it makes sense - I have enhanced the button description in the CSH text to say:
Add Visit & Note - pressing this will generate a new visit entry (with Reason 'No Reason') and open the Create/Edit Note window so that you can add a note. This button should NOT be used to create a normal consult visit (for this you should use the Check-In button on the Workflow|Scheduling screen). It is intended for use when creating a note unrelated to another visit, say as a result of a phone call.
4. Consult Button - ahah - again more understanding - it helps if one thinks of the Consult button as meaning 'launch the visit editor' - so the question is - for which visit. Hence I think that the solution is: consult button on Patients|info - NO; consult button on Patients|Med Recs - displayed if the currently selected item is a visit that is an active consult (ie has an invoice attached).
5. Problem facility - OK
a) Cursor position after macro expansion - understood [frameworks are wonderful but sometime a straight-jacket]
b) display same tab - thanks
Re: Suggestions for improving usability
>Find means 'Display everything matching the selection criteria.'
Of course it does: finally I understand why the scheduling button is "Find"!
I rarely change the selection criteria during the day, so it didn't click that it was performing the search based on those selection criteria. It's quite logical, really, just not intuitive (or maybe I'm starting to suffer from "alt-timer's" syndrome).
Yuri.