Workflow Consult Process
Morning All ... :)
Just a couple of ideas relating to the WORKFLOW / CONSULT process.
1. PATIENT / MEDICAL RECORDS / TABS - I think it would be great if the EDIT VISIT dialog (i.e. the first screen in the CONSULT process in WORKFLOW) gave access to all the tabs from the PATIENT / MEDICAL RECORDS area. A the moment you can view at the SUMMARY tab - which is great - and very useful... If you could also add the REMINDERS ALERTS/ DOCUMENTS and CHARGES tabs - it would be great. This would allow staff to access and add reminders, alerts and documents without having to exit WORKFLOW and go back to the PATIENTS module. The combination of the SUMMARY tab and the CHARGES tab gives staff a more comprehensive picture of the patients history.
2. CONSULT PROCESS - Single Screen - Flowing on from the idea above... I think it would be great if the two screens in the CONSULT process (the visit screen and the invoicing screen) could be combined to a single screen. Could the ITEMS tab perhaps be added to the EDIT VISIT screen and create one screen to work from? This would have the benefit of staff being able to move easily between history notes and billing. It would also mean there would be one STATUS field which I think would reduce confusion for new users and also reduce some incidents of segmented history records. However the only thing with this would be how this would work for customers who present with 2 patients at the same time (i.e 2 dogs for vaccination on the same day). Is it technically possible to have this single STATUS field - leave it IN PROGRESS for the first patient - set it to COMPLETED for the second patient - and have this complete both medical records entries as well as the invoice?
Interested to know what others think about these ideas?
Cheers :)
Gerrie
Gerrie Cooney BSc
Business Development Consultant
Essentia Consulting
M 0408 811 883
F (08) 6311 7431
E gerrie@essentia-consulting.com
Re: Workflow Consult Process
Great
idea. We are struggling to teach locums etc such a complicated process and the status fields; plus the need to exit the workflow to view reminders etc drive us crazy.
This is where RxWorks and NetVet run all over this process in Open VPMS. If we implemented these ideas it would at least brink it up to
par.
Needs to be looked at from the users perspective with respect to what is happening 90% of the time (allow the other 10% to be able to do things but may have to be a bit more convoluted).
Chris Barton
Workflow
I agree wholeheartedly with Gerrie. We have spent a lot of time on workflows and all these suggestions would solve a lot of the issues. We have gotten around it a little by having 2 or 3 screens open on each terminal to allow us to move around in different modules without having to exit mid-process, but this still requires a lot of extra keystroking.
Amanda
Amanda Hulands-Nave Bellarine Veterinary Practice
Re: Workflow
I agree this needs redesign as well and I think the whole "visit" editing screen needs significant review.
One thing that pops up immediately though is Invoices and Visits are currently two distinct entities in OpenVPMS. We do this to separate financial from clinical data. This in itself does not limit how we can edit clinical and billing information but the fact that an Invoice can pertain to multiple visits for multiple patients and a visit is per patient may. Unless we move away from this relationship and to one invoice transaction per visit per patient then we need to be careful how we process common status changes etc.
Moving away from this structure is a large development task but would accommodate other requests such as being able to start and complete multiple in progress invoices for some forms of large animal and equine work. The down side is it will complicate the provision of multi patient/visit invoices although this may be a small price to pay.
Another benefit of the one to one relationship of visit to invoice is management of workflow status. If a task/appointment was linked to one visit then to one invoice the status update would be much easier to manage.
Another benefit is charges can be linked directly to a visit and therefore we could detail them directly in the visit summary. This would circumvent the need for a charges tab although this is still nice to have as you can order by product, date, vet etc rather than just view in visit order and filter.
Looking forward to moving this idea forward as I think it could make a big difference to overall workflow efficiency and ease training.
Cheers Tony
On 23/06/09 12:31 PM, "Amanda Hulands-Nave" :
> I agree wholeheartedly with Gerrie. We have spent a lot of time on workflows > and all these suggestions would solve a lot of the issues. We have gotten > around it a little by having 2 or 3 screens open on each terminal to allow us > to move around in different modules without having to exit mid-process, but > this still requires a lot of extra keystroking.Amanda
Amanda Hulands-Nave > Bellarine Veterinary > Practice_______________________________________________
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Re: Workflow
I think I'm in the "keep invoicing and history somewhat separate" camp. I think of circumstances where contributions to the medical record and billings are managed by quite different staff. I also like that currently I can invoice separately and then go back and write my history while invoicing/receipting events occur outside my room. If the invoice was open concurrently, it may be difficult to achieve this.
However the medical records section is indeed due for a revision. I wonder if the status changing (which is a significant contributor to number-of-clicks would be less onerous if it was keyboard shortcut-ted. For example, F1 = Complete the current Visit/Invoice, F2 = In Progress etc etc.
I like the idea of all tabs being reachable whilst editing the medical record.
I like the idea (quite an old one from Tony I believe) that instead of having an Edit Visit screen that we just edited directly within the Summary view.
More to come I'm sure,
Cheers, Matt C
On Tue, 23 Jun 2009 12:58:01 +1000, Tony De Keizer
wrote: > Hi guys, > > I agree this needs redesign as well and I think the whole "visit" editing > screen needs significant review. > > One thing that pops up immediately though is Invoices and Visits are > currently two distinct entities in OpenVPMS. We do this to separate > financial from clinical data. This in itself does not limit how we can edit > clinical and billing information but the fact that an Invoice can pertain > to > multiple visits for multiple patients and a visit is per patient may. > Unless we move away from this relationship and to one invoice transaction > per visit per patient then we need to be careful how we process common > status changes etc. > > Moving away from this structure is a large development task but would > accommodate other requests such as being able to start and complete > multiple > in progress invoices for some forms of large animal and equine work. The > down side is it will complicate the provision of multi patient/visit > invoices although this may be a small price to pay. > > Another benefit of the one to one relationship of visit to invoice is > management of workflow status. If a task/appointment was linked to one > visit then to one invoice the status update would be much easier to manage. > > Another benefit is charges can be linked directly to a visit and therefore > we could detail them directly in the visit summary. This would circumvent > the need for a charges tab although this is still nice to have as you can > order by product, date, vet etc rather than just view in visit order and > filter. > > Looking forward to moving this idea forward as I think it could make a big > difference to overall workflow efficiency and ease training. > > Cheers > Tony > > > On 23/06/09 12:31 PM, "Amanda Hulands-Nave" : > >> I agree wholeheartedly with Gerrie. We have spent a lot of time on >> workflows >> and all these suggestions would solve a lot of the issues. We have gotten >> around it a little by having 2 or 3 screens open on each terminal to >> allow us >> to move around in different modules without having to exit mid-process, >> but >> this still requires a lot of extra keystroking. > Amanda > > Amanda Hulands-Nave >> Bellarine Veterinary >> Practice > _______________________________________________ > OpenVPMS User Mailing >> List > users@lists.openvpms.org > To unsubscribe or change your subscription >> visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list >> can be viewed online and replied to in the OpenVPMS User's forum- >> http://tinyurl.com/openvfu > > > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu >_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Re: Workflow
Re: Workflow
Re: Workflow
Chris