quadramed cpr employee/provider function reference · 02 - employee profile 5.7.14 5/94 03 - on...

QuadraMed® CPREmployee/ProviderFunction Reference

Client Support

Government Program Support

WarningThe laboratory information system module of the QuadraMed CPR (QCPR) product is not designed for, nor is it intended for use in, a blood banking establishment. QuadraMed does not support, and disclaims any liability for, any use of the QCPR product for such purpose. This means that the intended use of QCPR does not include any blood banking functions whatsoever, which functions include by way of example, but are in no way limited to, the following:

Documentation – Including pre-transfusion testing (i.e., readings), outcome of testing (i.e., interpretations), transfusion of blood products, computer assisted evaluation of data, and unit number and blood type as they relate to any of the above documentations.

Inventory tracking units

Labels for blood products

Converting antibody/transfusion history card information

Donor processing

In no event will QuadraMed or any person or company acting on its behalf be liable for any direct, indirect, special, incidental, or consequential damages, loss (including, without limitation, loss of profit), or personal injury arising from the supply or use of QCPR to perform the above mentioned or any other blood banking functions or to support a blood banking establishment, or arising from the supply or use of any accompanying hardware and written materials for the purposes of supporting the above mentioned or any other blood banking functions.

Any questions regarding the use of QCPR should be directed to QCPR Customer Support.

QuadraMed Corporation Proprietary StatementThis material constitutes proprietary and trade secret information of the QuadraMed Corporation, and shall not be disclosed to any third party, nor used by the recipient except under the terms and conditions prescribed by the QuadraMed Corporation.

The trademarks, service marks, and logos of QuadraMed Corporation and others used herein are the property of QuadraMed or their respective owners.

QuadraMed Corporation Copyright StatementThis material is also protected by Federal Copyright Law and is not to be copied or reproduced in any form, using any medium, without the prior written authorization of the QuadraMed Corporation. However, the QuadraMed Corporation allows the printing of the Adobe Acrobat PDF files for the purposes of client training and reference.

Contents copyright © 2011 QuadraMed Corporation. All rights reserved.

Phone: 877.823.7263

E-Mail: [email protected]

Technical Support:

Phone: 800.257.0512


Application Training Support:

Phone: 800.257.0512


Software and PDFs of guides and other documentation are available for download on the client support website. CDs and printed materials are available for purchase. See http://www.quadramed.com/customer_service for more information.

QuadraMed Corporation iii

Revision List

The following list provides the most current revision number and date for each chapter in this manual.

CHAPTERREVISION NUMBER

DATE

01 - Employee Provider Identification 5.3.26 7/92

02 - Employee Profile 5.7.14 5/94

03 - On Call Schedule Set-Up 5.5.4 5/93

04 - Resident Service 5.5.4 5/93

05 - Provider Assignment Editor 4.1.0 5/04

06 - On Call Schedule View 5.5.8 6/93

07 - Staff Assignment Queue 6.3.1 1/98

08 - Staff Scheduling 6.3.1 1/98

09 - Staff Sign Out 5.7.18 6/94

10 - Staff Queue Assignment By Employee 6.3.1 1/98

11 - Staff Queue Assignment View 5.8.26 5/95

12 - Provider Register 5.3.36 9/92

13 - Beeper Assignment 5.7.30 9/94

14 - Staff Sign Out/Reassign 5.7.18 6.94

15 - Physician Personal List 5.4.0 11/92

16 - Employee Type Editor 5.0.2 12/90

17 - Patient Acuity Display 5.3.6 2/92

18 - Patient Acuity Processor 5.3.6 2/92

19 - Provider Matching 6.2.4 8/97

QuadraMed® CPR Employee/Provider Function Reference

iv QuadraMed Corporation

Copyright © 2011 QuadraMed Corporation

Table of Contents

Revision List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Chapter 1 Employee/Provider Identification

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Exact Name Match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Partial Name Match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Soundex Lookup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Using the EXPD Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Department. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Specialty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5ID type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Description/ Question Modifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Default Answer For First Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Display Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Active Only/ All Display Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Facility Specific Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2 Employee Profile

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Electronic Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11


vi QuadraMed Corporation

HFS Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Interaction Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Menu Lookup Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Physician Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Word Processing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 3 On Call Schedule Setup

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Group Schedule Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22On Call Schedule Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Group(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 4 Resident Service

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Physician. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Editor Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Resident Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 5 Provider Assignment Editor

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Provider Assignment Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Provider Assignment Processing Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Table of Contents

QuadraMed Corporation vii

Physician Assignment Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Edit Menu Function Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Provider Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51ADT Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Interface Hooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Display Service DC Default? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Default to User? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Usual Provider Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Message Modifier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Allow Free-text? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Collect Title for F/T Physicians?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Enable Suffix for F/T Physicians? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Collect Address? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Address Collection Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Display Physician Reg ID Number? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Provider Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Matching Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Resource Type(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Default Sort Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Allow Radius Lookup? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 6 On Call Schedule View

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Group Schedule View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Employee Schedule View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Resident Service View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Current User View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Processing Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Group(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Chapter 7 Staff Assignment Queue

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66


viii QuadraMed Corporation

Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Staff Schedule Group(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Terminal Default?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Work Queue(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Current Assignment Limit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Inquiry Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Expand Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Display Classification? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Display Non-Paid Time? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Initial Sort Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Allow Beeper Assignment? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Initial Queue Display? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Display Current Only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Chapter 8 Staff Scheduling

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Currently Scheduled Employees Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Select Employee to Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Staff Schedule Group(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Chapter 9 Staff Sign Out

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Current Assignments Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Assignment Deactivation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Chapter 10 Staff Queue Assignment By Employee

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

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QuadraMed Corporation ix

Scheduled Date/Time Options Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Edit Scheduled Date/Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Staff Schedule Group(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Employee Type(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Work Queue(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Current Assignment Limit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Inquiry Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Expand Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Allow Beeper Assignment? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Display Current Only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Chapter 11 Staff Queue Assignment View

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Staffing Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Staff Schedule Group(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Terminal Default?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Employee Type(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 12 Provider Register

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Provider Register Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Staff Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

View Resident Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Consult Removal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112


x QuadraMed Corporation

Chapter 13 Beeper Assignment

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Beeper Assignment Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Beeper Assignment Removal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Chapter 14 Staff Sign Out/Reassign

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118Current Assignments Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118Assignment Deactivation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Reassignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Employee Type(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Chapter 15 Physician Personal List

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Physician Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Physician Personal List Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Processing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Visit Add Default Inquiry(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Visit Add Expand Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Display Pt Cautions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

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Chapter 16 Employee Type Editor

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Employee Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Changing an Employee Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Employee Type(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Chapter 17 Patient Acuity Display

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Acuity Summary Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Processing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Acuity Facility Summary Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Acuity Classification Summary Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Area Acuity Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Patient Acuity Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Area Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Display Classification? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Display Non-Paid Time? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Initial Sort Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Chapter 18 Patient Acuity Processor

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Push Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145


xii QuadraMed Corporation

Chapter 19 Provider Matching

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Function Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Field Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149Push Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Matching Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160Provider Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Default Provider Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Resource Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Default Sort Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Allow Radius Lookup? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

QuadraMed Corporation 1

Chapter 1

Employee/Provider Identification

OverviewThe Employee/Provider Identification menu function is used to identify employees or physicians by name or hospital-defined number in the QuadraMed Computerized Patient Records (QuadraMed CPR) System. This menu function allows employee/providers defined in the Employee/Provider Table, ^ae, to be identified. This identification process is designed to allow the user numerous methods of identifying employees and physicians in the QuadraMed CPR System. The design also includes the ability for each hospital department to customize the most common methods of identification in their area. This is a display only menu function and does not allow editing of employee/provider information. It allows users to obtain personnel information, such as the employee/provider's specialty and admitting privileges. This menu function, in combination with the securities defined in the Table Editor Site Specific Security Table, ^ates, limits the data the user can view.

When an employee or physician needs to be identified (e.g., in order entry, patient registration, or visit processing), the functionality described in the documentation is embedded in other menu functions and data fields.

Function AttributesTable Relationship Links FROM other Tables TO Employee/Provider Identification menu function:

None

Patient Identification Menu Function

Not Required


2 QuadraMed Corporation

Description Once the Employee/Provider Identification menu function is accessed, the QuadraMed CPR System prompts for an employee/provider to be identified. An employee or provider can be identified by the following methods:

Exact name matchPartial name matchSoundexEXPD keyDepartmentSpecialtyEmployee typeGroupID type

Exact Name MatchAn employee/provider can be identified by an exact name match, where the last name is spelled out completely (e.g., Smith). This method is the fastest identification method in the System. When the employee or provider's first name is also known, the last name, a comma and the first name or initial can be entered (e.g., Smith,Michael or Smith,M). A space can be used, but is not needed, between the comma and the first name.

Department Usage Administrative ServicesAdministrative services use this menu function to view personnel information, such as an employee's social security number, beeper number, and telephone number.

Diagnostic/ Therapeutic ServicesDiagnostic/therapeutic services use this menu function to view personnel information, such as an employee's specialty, admitting privileges, and beeper number.

Patient Care ServicesPatient care services use this menu function to view personnel information, such as an employee's specialty and admitting privileges.

Support ServicesSupport services use this menu function to view personnel information, such as an employee's specialty and admitting privileges.



Regardless of the employee/provider identification method used, when the entered employee/provider is not defined in the Employee/Provider Table, ^ae, the System displays a No options currently defined! error message. When incorrect data has been entered at the transaction line, the System displays an Employee does not exist! error message.

Partial Name MatchAn employee/provider can be identified by a partial name match, where only a part of the provider's first or last name is entered. A dash ( – ) replaces the unspecified portion of the name.

When only the first letter of the last name is entered (e.g., S–), the System displays all the employees/providers whose last name begins with the entered letter.

When a partial last name and an initial are entered (e.g., Sm–,J), the System displays the employees/providers whose last name begins with the entered letter(s) and first name begins with the letter entered after the comma (e.g., Smith, John and Smith, Jane).

The less the name is defined, the longer the System takes to search for the proper name match. The user should enter as much information in the name search as possible for quicker identification.

Soundex LookupEmployees and providers can be identified by a soundex lookup. The employee/provider's name is spelled out completely as it sounds. A tilde ( ~ ) is entered before the name entry (e.g.,~Smyth to find Smith). The first letter of the soundex name must be the same as the patient's correctly spelled last name. The tilde can also be placed at the point in the name where exact spelling is uncertain (e.g., Sm~th). The soundex lookup is only available on last names.

Using the EXPD Key The expand icon only displays when the Facility Specific Display push parameter is defined as yes. When the EXPD key is pressed to help identify the employee/provider, the following identification methods can be used (see the figure below):



DepartmentAllows the employee/provider to be identified by department. When this option is selected, the System displays a list of Department Options. Department Options are defined in the Employee Department Table, âet("dp"). When the department has a section defined in the Employee Department Table, âet("dp"), a section can be selected.

When a department and/or section is selected, the System displays a list of employee/providers who have the selected department and/or section defined in the Employee/Provider Table, âe, Facility-specific level, Department and Sub–Department fields. The information that displays for the employee/provider is determined by the definition of the Display Type push parameter of this menu function.

SpecialtyAllows the employee/provider to be identified by specialty. When this option is selected, the System displays a list of Specialty Options. Specialty Options are defined in the Physician Service/Department/Specialty Table, âet("ps"). When the user has access to additional screens, a next page or previous page icon displays in either the lower left or right corner of the screen.

The Physician Service/Department/Specialty Table, âet("ps"), consists of the following levels:

Services (e.g., surgery, medicine, etc.)



Departments (e.g., internal medicine, general medicine, psychiatry, etc.) – Departments represent a sharper distinction between services and specialties. In larger facilities, departments represent divisions found in the organizational structure of the medical staff, usually headed by a department chief.

Specialties (e.g., thoracic surgery, orthopedic surgery, colon and rectal surgery, etc.) – Specialties represent an even more specific degree of distinction in physician practices. Each specialty is associated with a single department.

The specialty can also be defined by entering a look-up name. The entered look-up name must match a look-up name defined for the specialty in the Physician Service/ Department/Specialty Table, âet("ps"), Specialty level, Look-Up Name(s) field. When the entered look-up name is not defined in this field, the System displays a Specialty does not exist! error message.

When a specialty is selected, the System displays a list of employee/providers who have the selected specialty defined in the Employee/Provider Table, âe, Facility-specific level, Specialty(s) field. The information that displays for the employee/provider is determined by the definition of the Display Type push parameter of this menu function.

TypeAllows an employee/provider to be identified by employee type. When this option is selected, the System displays a list of Type Options. Type Options are defined in the Employee Type Table, âet("et").

When an employee type is selected, the System displays a list of employee/providers who have the selected employee type defined in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field. The information that displays for the employee/provider is determined by the definition of the Display Type push parameter of this menu function.

Some menu functions allow only physician employee types to be selected. In this case, the System displays a list of Employee Type Options that are defined in the Employee Type Category Table, âet("etc"), Physicians and Residents Category Option. Employee types are defined for physicians in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

GroupAllows an employee/provider to be identified by group. A physician group is usually established for physicians who practice jointly in a business relationship.

When this option is selected, the System prompts for a partial group name. After a partial name has been entered, the System displays a list of Group Options. Groups Options are defined in the Physician Group Table, âet("pg").



When a group is selected, the System displays a list of employee/providers who have the selected group defined in the Employee/Provider Table, âe, Provider Group field. The information that displays for the employee/provider is determined by the definition of the Display Type push parameter of this menu function.

ID typeAllows an employee to be identified by an identification number. When this option is selected, the System displays a list of Number Type Options (i.e., beeper number, employee number, physician number, or social security number). When a number type is selected, the System prompts for the number to be entered. The format for the number depends on the selected number type. Identification number types are defined in the Employee External Number Type Table, âet("en").

When the number is entered, the System displays a list of employee/providers who have the selected ID type defined in the Employee/Provider Table, âe, Facility-specific level, Employee Number(s) field. The information that displays for the employee/provider is determined by the definition of the Display Type push parameter of this menu function.

Push Parameters

Description/ Question Modifier

Purpose Defines the transaction line that displays when this menu function is accessed.

Input Free-text

Defaults to provider

System Use Displays the entered data between the words Enter <free-text data> ID as the transaction line.

Default Answer For First Question

Currently not used.

Display Type

Purpose Defines how employee/provider information displays when an employee/provider is identified using an EXPD key identification method.



Input The following Display Type Options display:

Name and academic title; 2 columns

Name and academic title, specialty, admitting privilege; 1 column

Employee number, name and academic title, job title, department; 1 column

Defaults to name and academic title, specialty, admitting privilege; 1 column

System Use Displays the selected information for the employee/provider.

Active Only/ All Display Flag

Purpose Defines the population of employee/providers that displays when using this menu function.

Input This push parameter can be defined as all or active only.

Defaults to active only

System Use All – Indicates that all employee/providers defined in the Employee/Provider Table, ^ae, display for selection.

Active only – Indicates that only employee/providers who have the Employee/Provider Table, ^ae, Active? field defined as yes display for selection.

Facility Specific Display

Purpose Defines whether the employee/provider display is facility-specific.

Input Yes/No

Defaults to no

System Use Yes – Indicates the employee/provider display is facility-specific. The System only displays the employee/ providers defined for the facility in which this menu function is accessed. The System also displays an expand icon when this menu function is accessed, allowing the employee/provider to be accessed by the following:

Department

Specialty

Employee type

Group

ID type

No – Indicates the employee/provider display is not facility-specific.

Display Type (Continued)


Chapter 2

Employee Profile

Overview The Employee Profile menu function is used to update a user's personal preferences. Personal preferences can be defined for electronic mail, Hierarchical Filing Structure (HFS) profile, interaction search criteria, menu paths, physician activity, and word processing. This menu function accesses the Applications User Profile Table, ^ap, for the current user. Another user's profile cannot be accessed from this menu function.

Function Attributes

For a complete description of the Applications User Profile Table, ^ap, see the QuadraMed® CPR Employee/Provider Table Reference.

Table Relationship Links FROM other Tables TO Employee Profile menu function:

None


Not Required

Department Usage CardiologyCardiology uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Cardiologists should define the physician and word processing parameters.

ClinicClinics use this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

DietaryDietary uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.



EmergencyEmergency uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Physicians should define the physician and word processing parameters.

HousekeepingHousekeeping uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

Information ServicesInformation services use this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters and the HFS profile for the most commonly accessed reports, word processing documents, and User-defined databases.

LaboratoryThe laboratory uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Pathologists should define the physician parameters, and can define personalized, precanned reports. Any laboratory personnel using the word processor can define function keys and user links to the public glossaries.

Medical RecordsMedical records use this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. All medical record transcriptionists can define function keys, personal and public glossaries of precanned text, and macros. These speed the entry of word processing text.

Medical StaffThe medical staff uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Physicians can define the physician parameters to assign and deassign themselves from various patient coverage and control the manner in which the System presents them with information.

NursingNursing uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

Pharmacy The pharmacy uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

Physical TherapyPhysical therapy uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.



Description Once the Employee Profile menu function is accessed, the QuadraMed CPR System accesses the Applications User Profile Table, ^ap, for the current user, and can display the following Subfile Options for selection:

Electronic Mail on page 11 HFS Profile on page 13 Interaction Search Criteria on page 14Menu Lookup Names on page 15 Physician Profile on page 16 Word Processing Profile on page 19

Electronic MailThe Electronic Mail subfile allows personal preferences relating to the access and display of a user's electronic mailbox to be defined. This subfile is a multiple-level subfile. It is composed of the following levels: Electronic Mail and Destination List.

Once this subfile is accessed, the System displays the fields defined for the Electronic Mail level. These fields can be edited by choosing the edit processing option or the Destination List level can be accessed by pressing the ENTER key.

RadiologyRadiology uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Radiologists and radiology transcriptionists can define personalized, precanned reports, function keys, and user links to the public glossaries.

Respiratory CareRespiratory care uses this menu function to define menu lookup names for menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

Social ServicesSocial services use this menu function to define menu lookup names for the menus or menu options that are most commonly accessed. It also defines electronic mail parameters.

SurgerySurgery uses this menu function to define menu lookup names for the menus or menu options that are most commonly accessed. It also defines electronic mail parameters. Surgeons should define the physician and word processing parameters.

All EmployeesAll employees use this menu function to permit other employees to access their electronic mailboxes.



The following fields display for the Electronic Mail level:

Alternate UsersDefines a list of other System users who are permitted access to this user's electronic mailbox. The current user's mailbox can be accessed when the EXPD key is pressed from within an alternate user's mailbox.

Print QueueDefines the print queue to which new electronic mail messages are routed. This field should be defined for users who do not usually sign onto the System. When a print queue is defined for a user, all new messages are routed to this print queue; no messages are sent to the employee's mailbox. Print Queue Options are defined in the Print Spooler Queue Table, ^apsq.

Message TypesDefines a list of preferred message types for the user. This field allows the user to define a list of frequently used message types that displays when creating a message in the Send Message or Electronic Mail menu function. Message Type Options are defined in the Electronic Mail Message Type Table, ^aemt("mt").

The message types defined in this field override the message types defined for the facility in the System Parameter Table, ^%z, Utility Parameters subfile, Facility-specific level, Default Message Types field.

Default AHFS DirectoryDefines the Hierarchical Filing Structure (HFS) directory into which electronic mail messages can be filed. When this user chooses to file a message in the Electronic Mail menu function, the System allows the message to be placed in this directory. Directory Options are defined in the Hierarchical Filing Structure (HFS).

After the Electronic Mail level is defined, the System displays a list of previously defined Destination List Options, if any. A new destination list can be added or a previously defined destination list can be edited or deleted.

When adding or editing an option, the System displays the following fields for definition:

List NameIdentifies the name of the destination list. This name displays for selection when defining the destination(s) for an electronic mail message using the list processing option.



Public?Defines whether other System users can access this destination list. When defining the destination(s) for an electronic mail message, and the list processing option is chosen, the System allows public destination lists to be accessed by any employee/provider when the EXPD key is pressed. The System defaults to no.

DestinationsDefines the destinations to which an electronic mail message is sent when this destination list is selected. Destinations can be defined as specific employees, generic mailboxes, employee types, and other destination lists.

HFS ProfileThe HFS Profile subfile defines personal preferences for the Hierarchical Filing Structure (HFS). When this subfile is selected, the System can display the following fields for definition.

Initial Directory TypeDefines the Directory Options that display for this user when the Hierarchical Filing Structure (HFS) is accessed. The System can display the Directory Options for the following:

Expanded list – Displays the Directory Options for which the Hierarchical Filing Structure (HFS), Directory Definition Screen, Dir Edit Sec field, Security Positions subfield is defined as always pass.

Owned directories – Displays the Directory Options in which the user is specifically identified in the Hierarchical Filing Structure (HFS), Directory Definition Screen, Dir Edit Sec field, Specific Persons subfield. The System defaults to owned directories.

Specific directories – Displays the Directory Options defined in the Specific Directories field. Displays the Specific Directories field for definition.

Specific DirectoriesDefines the specific Directory Options that display for selection when this user accesses the Hierarchical Filing Structure (HFS). Directory Options are defined in the Hierarchical Filing Structure (HFS).

For a complete description of the fields that display for the Electronic Mail subfile, see Chapter 2, Applications User Profile Table, ̂ ap in the Employee/Provider Tables Reference, Electronic Mail subfile.

For a complete description of these fields, see Chapter 2, Applications User Profile Table, ^ap in the Employee/Provider Tables Reference, HFS Profile subfile.



Interaction Search CriteriaThe Interaction Search Criteria subfile defines the interaction information that displays for this user. Criteria can be defined to determine which drug interactions display in the Order Entry and Department Order Review Queue menu functions, as well as the procedure-procedure or procedure-disease interactions that display when an interaction is detected in the Order Entry and Department Order Review Queue menu functions. When this subfile is accessed, the following fields display for definition:

OnsetDefines the time frame in which clinical effects of an interaction are expected to appear. The System uses this information, in conjunction with the severity, documentation, and distribution drug interaction criteria, to determine the interactions that display for this user. The System defaults to none.

SeverityDefines the potential severity of the interaction effects. The System uses this information, in conjunction with the onset, documentation, and distribution drug interaction criteria, to determine the interactions that display for this user. The System defaults to none.

DocumentationDefines the quality and quantity of the clinical medical literature supporting the existence of a detrimental interaction. The System uses this information, in conjunction with the onset, severity, and distribution drug interaction criteria, to determine the interactions that display for this user. The System defaults to doubtful/unknown.

DistributionDefines the warning messages that display when an interaction is detected. The System uses this information, in conjunction with the onset, severity, and documentation drug interaction criteria, to determine the interactions that display for this user. The System defaults to ignore.

<User defined interaction criteria> Severity Defines which procedure-procedure or procedure-disease interactions display in the Order Entry and Department Order Review Queue menu functions. This definition allows the user to exclude lower priority interactions from displaying. The severity for procedure-procedure interactions is defined in the Procedure/Disease Interactions Table, ^nt(“pi”), Procedure Interactions subfile, Severity field. The severity for procedure-disease interactions is defined in the Procedure/Disease Interactions Table, ^nt(“pi”), Disease Interactions subfile, Severity field.

For a complete description of these fields, see Chapter 2, Applications User Profile Table, ^ap in the Employee/Provider Tables Reference, Interaction Search Criteria subfile.



Menu Lookup NamesThe Menu Lookup Names subfile allows the user to define personal lookup names that are used to quickly access menus and menu options. Menu paths can be defined only for menu selections for which the user has security. Security is defined for menu selections in the Menu Table, âsm, Menu Branch Definition level, Security Positions field. Employee security is defined in the Employee/Provider Table, âe, Facility-specific level, Security Positions field.

When this subfile is accessed, the System displays a list of previously defined Menu Lookup Name Options, if any. A new lookup name can be added or a previously defined lookup name can be edited or deleted.

When adding or editing an option, the System displays the following fields for definition:

Menu Lookup NameIdentifies the name by which the user can invoke a particular menu selection from within a menu tree. When a menu lookup name is entered, the System immediately accesses the menu path associated with the name and displays the last selection in the path. A menu lookup name can be entered at a menu selection tree transaction line, as well as from the following places:

Command menu Department Processor menu function, Patient Specific Screen Patient Schedule menu function, Patient Schedule Screen Physician General Review Queue menu function, Physician General Review Queue Screen Physician Processor menu function, Physician Processor Screen

FacilityDefines the facility from which the System originates the menu path associated with the lookup name. Facility Options are defined in the Facility Table, âff. Defining this field causes the Menus field to display for definition.

MenusDefines the menu path for the selected facility when a lookup name is entered. Starting with the facility, the System uses the menu selections specified in this field to step through the menu tree when a lookup name is entered.

Additional KeystrokesDefines the additional keystrokes the System performs after a menu function has been accessed through a menu lookup name. The System processes these keystrokes when the end of the menu path has been reached. When there is an in-line Patient Identification or QC menu function that requires keystrokes to be entered, the System does not execute the additional keystrokes at that point. Instead, they are executed at the end of the menu path definition.



Physician ProfileThe Physician Profile subfile allows physicians to customize various physician-related displays (e.g., the display of critical values and patient lists). This subfile displays only for QuadraMed employees and hospital employees who are physicians (i.e., the Employee/Provider Table, ^ae, Employee-specific level, Physician? field is defined as yes). When this subfile is accessed, the System displays the following Screen Options:

Review Queue DefinitionAllows the physician to customize his/her review queue preferences. The following fields can display for definition:

Physician Review Queue Defaults – Defines the type of review queues the System automatically assigns to the physician. When this field is accessed, the following subfields display for definition:

Attending Review Queue Default – Defines, for each facility, whether patient events are automatically routed to an individual or general physician review queue, when this user is assigned as an attending physician to the patient. The System defaults to always no.

Consulting Review Queue Default – Defines, for each facility, whether patient events are automatically routed to an individual or general physician review queue, when this user is assigned as a consulting physician to the patient. The System defaults to always no.

Resident Review Queue Default – Defines, for each facility, whether patient events are automatically routed to an individual or general physician review queue, when this user is defined as a resident physician to a patient. The System defaults to always no.

Copy Review Queue When Consulting? – Defines whether the patient's current physician's review queue entries are copied for this user when he/she is assigned as a consulting physician. This copy applies only to physicians who have an individual review queue and are assigned as a consultant. The System defaults to yes.

Disable Review Queue Panic Interrupt? – Defines whether panic (i.e., critical) results display immediately when the physician accesses the Physician Processor, Physician Review Queue, Physician General Review Queue, or Visit Type Review Queue menu function. The System defaults to no.

Non-Assigned Result Review? – Defines whether result review items for direct orders generated by a physician not assigned to the patient (e.g., radiologist) are temporarily routed to the non-assigned physician's general review queue. A general review queue is created only for that physician, for that patient, and for the results from the order(s) the physician placed. The System defaults to no.

For a complete description of these fields, see Chapter 2, Applications User Profile Table, ^ap in the Employee/Provider Tables Reference, Menu Lookup Names subfile.



Review Queue Send Criteria – Defines whether documented events are sent to this physician's individual review queue as result review items. This definition can be defined for each chart review group defined in the Chart Review Group Table, ^nt("cg"), Chart Review Groups subfile.

Data To Review Cut-Off – Defines the number of days until data to review items in the physician's individual review queue are automatically deleted by the System. At the time defined in the System Parameter Table, ^%z, General Parameters level, Background Job Run Time field, the System checks this field to determine whether all data to review items in the physician's individual review queue should be automatically deleted. The System checks the date the event was placed into the queue, not the event time. For example, when a 0 is entered, the System deletes all data to review items in each of the physician's individual review queues. When 1 or greater is entered, the System automatically deletes all data to review items older than the specified number of days.

Action Item Cut-off Type – Defines whether action items are automatically deleted from this physician's individual and general review queues. This field also defines the starting point used to determine when action items are automatically deleted by the System. The System defaults to system definition. Defining this field as queue entry or discharge displays the Action Item Cut-Off field for definition.

Action Item Cut-Off – Defines the number of days until action items in this physician's individual or general review queue are automatically deleted by the System. At the time defined in the System Parameter Table, ^%z, General Parameters level, Background Job Run Time field, the System checks this field to determine whether all action items in the physician's review queue should be automatically deleted. The System checks the date the event was placed into the queue or the patient's discharge date, not the event time, based on the definition of the Action Item Cut-off Type field. For example, when this field is defined as 0 and the Action Item Cut-off type field is defined as queue entry, the System deletes all action items in each of the physician's review queues that entered the queue that same day. Similarly, when this field is defined as 1 or greater, the System automatically deletes items the specified number of days after the item entered the physician's queues. The System defaults to 0 days.

Miscellaneous DataAllows the physician to customize various displays (e.g., patient lists). The following fields can display for definition:

Patient Display Default – Defines the order in which the patients for the identified physician display when the patient identification physician alpha/location lookup type is used. The patients can display in alphabetical or location order. The System defaults to location order.

Physician Display Default – Defines the patients that display on the physician's initial display screen. The patients on the physician's personal or group list can display. The System can default to either personal list or group list, depending on the definition of the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, System-specific level, Miscellaneous Parameters Screen, Physician Display Default field.



Display Resident Service Patients? – Defines whether the patients on a resident service to which the physician is assigned display in the physician's personal and/or group patient list. The System defaults to yes.

Physician Coverage – Defines the facility-specific physicians, groups, and resident services that a physician can cover. The System includes the selected physician, group, and resident service patients when the coverage processing option is chosen using a physician patient identification lookup type. Multiple employees, physician groups, and resident services can be defined.

Physician Processor Expand Screen – Defines the facility-specific patient identification selection screen that displays when this physician chooses the other processing option from the Physician Processor menu function, Patient List Screen or from a physician patient identification lookup type. This screen allows a physician to access other patients to whom the physician is assigned (e.g., clinic and outpatients). Physician Processor Expand Screen Options are defined in the Patient Identification Expand Screen Table, ^rt("id").

Auto Deassign Consult At Discharge? – Defines whether a patient is automatically deleted from the consultant's queue when the patient is discharged. Defining this field as yes displays the Send E-Mail Message? field for definition. The System defaults to no.

Send E-Mail Message? – Defines whether an electronic mail message is sent to this physician when he/she is automatically deassigned as a consulting physician to a patient when the patient is discharged. The System defaults to no. This field displays only when the Auto Deassign Consult At Discharge? field is defined as yes.

Start With Existing Orders? – Defines whether a patient's active orders display prior to the procedure selection screen when entering orders. The definition of this field overrides the definition of the Start With Existing Orders? push parameter of all menu functions that include order entry parameters (e.g., Order Entry, Health Maintenance Record) and the Procedure Table, ^t, Department Processing Screen, Critical Care Information field, Order Entry Parameters subfield, Start With Existing Orders? sub-subfield. The System defaults to no.

Attestation Review Processing – Defines whether the attestation can be printed, as well as viewed on-line. Defining this field as printed and on-line displays the Attestation Review Report field for definition. The System defaults to on-line only.

Attestation Review Report – Defines the attestation review report generated when the attestation is printed, and the print queue to which the report is routed. This field displays only when the Attestation Review Processing field is defined as on-line and printed. Displays the following subfields for definition:

Report – Defines the attestation review report that is generated.

Print Queue – Defines the print queue to which the attestation review report is routed. Print queues are defined in the Print Spooler Queue Table, ^apsq.

For a complete description of these fields, see Chapter 2, Applications User Profile Table, ^ap in the Employee/Provider Tables Reference, Physician Profile subfile.



Word Processing ProfileThe Word Processing Profile subfile allows personal word processing characteristics to be defined, such as personal commands, precanned text, and function keys. When this subfile is accessed, the following fields display for definition:

Function KeysDefines the script or predefined set of keystrokes the System automatically enters into a word processing document when a function key is pressed. When a function key name is entered, the following subfields display for definition:

Function Name – Identifies the name of the function key keystroke sequence. This name displays with the function key in the Function Keys field.

Function Script – Defines a script that is a stored sequence of keystrokes. These keystrokes are automatically entered by the System when the function key is pressed within the word processor.

Command ItemsDefines the list of commands the user can invoke within a word processing document by pressing the CMND key. When this field is accessed, the following subfields can display for definition:

Command Name – Identifies the word by which the command is invoked within the word processor.

Command Type – Defines the type of precanned text that can be defined. The command type can be script, selection screen, or text. The System defaults to script.

Command Script – Defines a series of keystrokes the System enters when the user enters the command name after pressing the CMND key. This subfield displays only when the Command Type subfield is defined as script.

Command Screen – Defines a selection screen of options that can be script or precanned text. When the command name is entered, the System displays this selection screen within the window of the word processing document and prompts for an option to be selected. This field displays only when the Command Type subfield is defined as screen. When defining the selection screen, the following sub-subfields can display for definition:

Line Type – Defines the item or line that creates the information that displays on the command screen. The line type can be defined as heading, subheading, or option.

Display Name – Defines the actual text that displays on the selection screen. The display name is entered as free-text.

Function Type – Defines the type of option that displays on the selection screen. The function type can be either script or text. This sub-subfield displays only when the Line Type sub-subfield is defined as option.



Function Script – Defines a script that is a stored sequence of keystrokes. The System enters this information into the word processing document when this option is selected from the selection screen. This sub-subfield displays only when the Function Type sub-subfield is defined as script.

Function Text – Defines a word processing document whose contents are inserted into the word processing document being edited when this option is selected from the selection screen. This sub-subfield displays only when the Function Type sub-subfield is defined as text.

Command Text – Defines a word processing document whose contents are inserted in the word processing document being edited when the command name is entered after pressing the CMND key. This subfield displays only when the Command Type subfield is defined as text.

Public LinksDefines the public glossaries to which the user has access. Public glossaries can be scripts, screens, or text. Multiple glossaries can be defined. Public Glossary Options are defined in the Applications Public Profile Table, ^app.

ENTER ActionDefines how the ENTER key operates when the cursor is in the middle of a paragraph. The ENTER key can operate as a carriage return or new paragraph. The System defaults to carriage return.

Cursor ModelDefines how the cursor operates when the text is scrolled using the NEXT PAGE or PREV PAGE keys. The cursor can be fixed to the screen (i.e., remain in the current screen position and text flows underneath it) or fixed to the text (i.e., the cursor retains its position with the text when the screen scrolls). The System defaults to cursor fixed to screen.

Push Parameters None

For a complete description of these fields, see Chapter 2, Applications User Profile Table, ^ap in the Employee/Provider Tables Reference, Word Processing Profile subfile.


Chapter 3

On Call Schedule Setup

Overview The On Call Schedule Setup menu function is used to create on call schedules for health care and technical support staff. In hospitals, many departments are not staffed 24 hours a day or do not have a specialist in-house at all times. When a patient's condition requires treatment from one of these specialists or departments, the personnel, usually the unit secretary or nurse, calls the appropriate person who is covering during off-hours.

This menu function allows each department to maintain a list of the employees who are on call for specific dates. This functionality allows the on call schedules to be accessible to all authorized users and allows recent changes to display immediately. On call schedules can be viewed quickly and easily in the On Call Schedule View menu function.

Function AttributesTable Relationship Links FROM other Tables TO On Call Schedule Setup menu function:

None


Not Required

Department Usage All DepartmentsAll departments use this menu function to define on call schedules for staff that is on call during off hours, holidays, or in case of emergencies. For example, surgery, pediatrics, and cardiology use this menu function to set up individual on call schedules for physicians and residents. Ancillary departments, such as respiratory therapy and radiology, use this menu function to set up schedules for technical support staff.



Description Once the On Call Schedule Set-up menu function is accessed, the System display depends on the definition of the Group(s) push parameter of this menu function. When the Group(s) push parameter is defined with more than one on call group, the System displays a list of Group Options and prompts for one to be selected. Once a group is selected or when the Group(s) push parameter of this menu function is defined with only one on call group, the System displays the Group Schedule Screen (see the figure below).

Group Schedule Screen The first time a group is selected, the Group Schedule Screen displays the template information defined for that group in the On Call Group Table, ^rt("ocg"), Periods subfile. This screen displays the period name, start date/time, and stop date/time. The System displays the information closest to the current date/time at the center of the screen.

On Call Schedule MaintenanceThe on call schedule can be maintained in this menu function. Periods can be edited, added, deleted, moved, copied, or a new cycle can be created for the selected group. The following processing options are available on the Group Schedule Screen:



EditAllows the on call schedule period information to be edited. When this processing option is chosen, the System displays the Period Definition Screen (see the figure below). The following fields display on this screen:

Start Time – Displays the on call period start date and time. Standard date/time formats can be entered.

Stop Time – Displays the on call period stop date and time. Standard date/time formats can be entered.

Period Name – Displays the name of the on call period. The period name is entered as free-text.

Period Short Name – Displays the name of the on call period in abbreviated terms. The period short name is entered as free-text and should contain no more than 10 characters.

Position(s) – Displays the position(s) defined for the period. Positions are defined in the On Call Group Table, ^rt("ocg"), Positions subfile, Position Name field. When this field is accessed, the System displays each position and the employee(s) associated with each position who is on call. The following processing options are available:



Edit – Allows the on call employee(s) for a position to be edited. When a position is selected to edit, the System displays the currently selected employee(s) associated with this position. Employee types are associated with each position in the On Call Group Table, ^rt("ocg"), Positions subfile, Employee Type(s) field. Employee types are defined in the Employee Type Table, ^aet("et"), and linked to each employee in the Employee/Provider Table, ^ae, Facility-specific level, Employee Type(s) field. Employee names can be edited, deleted, inserted, or rearranged on the list.

Add – Allows a position(s) to be added. When this processing option is chosen, the System displays the Position Options defined in the On Call Group Table, ^rt("ocg"), Positions subfile, Position Name field that are not already defined for this period.

Delete – Allows a position(s) to be deleted. Each delete request must be verified. After verification, the position(s) is removed from the on call schedule.

AddAllows a period to be added to the schedule. When this processing option is chosen, the System displays the high range for the period. The System calculates the high range using the information defined in the On Call Group Table, ^rt("ocg"), Cycle Length field and the start date/time of the cycle. For example, if the cycle start date is defined as June 1 and the cycle length is 30 days, the high range displays as June 30. The System prompts for the period start time to be entered. The start time must be within the calculated high range, and periods cannot overlap. Once a start time is entered, the System displays the start time and high range of the period, and prompts to enter the period stop time. The stop time must be between the defined start time and high range. Once a valid stop time is entered, the System displays the Period Definition Screen. For a complete description of this screen, see Edit on page 23.

DeleteAllows a period(s) to be removed from the Group Schedule Screen. Each delete request must be verified. After verification, the System removes the period from the Group Schedule Screen.

MoveAllows a period to be rearranged on the Group Schedule Screen (i.e., allows new period start and stop dates to be defined). Periods cannot overlap, and the start date cannot be later than the last period end date (typically the stop date of the last period). A period can be moved as far as desired into the past. When this processing option is chosen, the System prompts to select the period to move. Once a period is selected to move, the System displays the high range for the period and prompts for the period start time to be edited. The System defaults to the current period start time. Once a start time is entered, the System displays the start time and high range of the period and prompts to enter the period stop time. Once a stop time is entered, the System redisplays the Group Schedule Screen in the new order.



CopyAllows a period to be copied. When this processing option is chosen, a new start and stop time must be defined. All other information (i.e., period name, period short name, positions) is copied into the new period and displays on the Group Schedule Screen. In order to edit the period name, short name, or position(s), the new period must be edited in this menu function.

New cycleCreates a new cycle based on the information defined in the On Call Group Table, ^rt("ocg"). When this processing option is chosen, the System calculates the start and stop times using the information defined in the On Call Group Table, ^rt("ocg"), Cycle Length field and the last cycle for which periods have been defined. The System defaults the period name, short name, and position(s) from the On Call Group Table, ^rt("ocg"), Periods subfile. In order to edit the period name, short name, or position(s), the new periods must be edited in this menu function.

Pressing the GO TO key allows the user to view the on call schedule for a specific date and time rather than paging through all periods. The screen displays the specified date/time at the center of the screen.

Push Parameters

Group(s)

Purpose Defines the on call schedule group(s) for which schedules can be maintained in this menu function.

Input Multiple selection

Links from On Call Group Table, ^rt("ocg")

System Use Determines the on call groups that can be accessed in this menu function.

When an on call group(s) is not defined in this menu function, all groups can be accessed.


Chapter 4

Resident Service

Overview The Resident Service menu function is used to define the rotation of residents through various resident services. Many hospitals have resident physician training programs. The primary source of education for these resident physicians is on-the-job training supervised by an experienced physician who is on the medical staff of the hospital. Each resident gains experience by rotating through a variety of related specialties within his/her chosen area of medical service. The rotations are usually a month in length. They are determined once a year, just before July 1, which is typically when a new resident year begins.

During a rotation, a resident physician acts as much as possible like an attending physician. He/she has authority to place orders, perform procedures, take histories and physicals, and make progress notes. The role of the supervising physician (i.e., preceptor), in addition to providing care for his/her own patients, is to monitor the work performed by residents assigned to his/her service. Therefore, both types of physicians must be able to access patients who are assigned to a resident or resident service. When a resident or preceptor is assigned to a resident service, he/she can access his/her patients using the Patient Identification and Physician Processor menu functions.

This menu function allows residents and other staff to easily view the residents and preceptors assigned to a particular resident service.

Function AttributesTable Relationship Links FROM other Tables TO Resident Service menu function:

None


Not Required



Description Once the Resident Service menu function is accessed, the System display depends on the definition of the Editor Type push parameter of this menu function. When the Editor Type push parameter is defined as by service, the System displays a list of Service Options. When the Editor Type push parameter is defined as by physician, the System prompts to enter a physician identification. When the Editor Type push parameter is defined as by service and by physician, the System prompts to edit by service or physician.

ServiceWhen the Editor Type push parameter of this menu function is defined as by service or the user chooses the edit by service processing option when this menu function is accessed, the System displays a list of Service Options. The Service Options that display are defined in the Resident Service(s) push parameter of this menu function.

Once a service is selected, the System displays the Resident Service Screen (see the figure on the next page). This screen displays a list of preceptors and residents assigned to the selected resident service. Current assignments display in dim text. Future assignments display in bright text. The following information displays on this screen:

Department Usage CardiologyCardiology uses this menu function to assign residents and preceptors to a cardiology resident service.

ClinicsClinics use this menu function to assign preceptors and residents working in the clinic to a resident service.

Emergency Emergency uses this menu function to assign residents and preceptors to a resident service.

Medical StaffThe medical staff uses this menu function to assign residents and preceptors to a resident service.

RadiologyRadiology uses this menu function to assign preceptors and residents to a radiology resident service.

SurgerySurgery uses this menu function to assign residents and preceptors to a surgical resident service.



The following processing options are available on the Resident Service Screen:

EditAllows resident service assignment information to be edited. When a physician is selected from the Resident Service Screen, the System displays the Resident Service Schedule Definition Screen (see the figure on the next page). The following fields display on this screen:

Employee – Displays the name of the selected physician. This field cannot be edited.

FIELD DESCRIPTION

Start Displays the start time of each physician's assignment to this resident service. When the physician is currently assigned to this resident service, Current displays in this column.

Employee Name Displays the name of each physician assigned to this resident service.

Stop Displays the time each physician's assignment to this resident service ends.

Type Displays whether the physician is a preceptor or a resident for this resident service.



Type – Displays whether the physician is a preceptor or a resident. This field cannot be edited.

Start Time – Displays the start time of this physician's assignment to the resident service. The physician's assignment start time can be edited, except when the assignment is currently active.

Stop Time – Displays the stop time of this physician's assignment to the resident service. The physician's assignment stop time can be edited.

AddAllows a physician(s) to be added to this resident service. When this processing option is chosen, the System displays the Resident Service Add Screen (see the figure on the next page). The following fields display for definition:



Start Time – Defines the time the physician's assignment to this resident service begins. When a start time is defined, the System displays the Stop Time field for definition.

Stop Time – Defines the time the physician's assignment to this resident service ends.

Preceptor List – Defines the physician(s) that serves as a preceptor for this resident service for the defined time period. When this field is accessed, the System prompts to enter a preceptor identification. Standard employee identification methods can be used. For a complete description of these methods, see Chapter 1, Employee/Provider Identification.

Only physicians who have the physician employee type(s) defined in the Resident Service Table, ̂ aet("rs"), Preceptor Employee Type(s) field for this resident service can be added. Physician employee types are defined in the Employee Type Category Table, ^aet("etc"), Physician Category Option, and linked to physicians in the Employee/Provider Table, ^ae, Facility-specific level, Employee Type(s) field.

Resident List – Defines the resident(s) for this resident service for the defined time period. When this field is accessed, the System prompts to enter a resident identification. Standard employee identification methods can be used. For a complete description of these methods, see Chapter 1, Employee/Provider Identification.



Only physicians who have the resident employee type(s) defined in the Resident Service Table, âet("rs"), Resident Employee Type(s) field for this resident service can be added. Resident employee types are defined in the Employee Type Category Table, âet("etc"), Residents Category Option, and linked to physicians in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

Once the preceptor(s) and/or resident(s) is identified, accepting the addition causes the System to redisplay the Resident Service Screen with the updated information.

DeleteAllows a physician(s) to be deleted from this resident service. Each delete request must be verified. A physician cannot be deleted from the current list (dim text). However, a physician can be removed from a current assignment by editing the stop time. For a complete description of editing assignments, see Edit on page 29.

Physician When the Editor Type push parameter of this menu function is defined as by physician or the user chooses the edit by physician processing option when this menu function is accessed, the System prompts for a physician to be identified. Standard employee identification methods can be used. For a complete description of identifying physicians, see Chapter 1, Employee/Provider Identification.

Once a physician is identified, the System displays the Physician Service Screen. This screen displays a list of resident service assignments for the physician. The following information displays on this screen:

The following processing options are available on the Physician Service Screen:

EditAllows physician assignment information for this physician to be edited. When a resident service is selected, the System displays the Physician Schedule Definition Screen (see the figure on the next page). The following fields display on this screen:

FIELD DESCRIPTION

Start Displays the start time of this physician's assignment to each resident service.

Resident Service Displays the name of each resident service to which this physician is assigned.

Stop Displays the time this physician's assignment to each resident service ends.

Type Displays whether this physician is a preceptor or a resident for each resident service.



Resident Service – Displays the name of the resident service to which this physician is assigned. The resident service can be edited.

Type – Displays whether the physician is a preceptor or a resident for the resident service. This field cannot be edited.

Start Time – Displays the start time of this physician's assignment to the resident service. The physician's assignment start time can be edited, except when the assignment is currently active.

Stop Time – Displays the stop time of this physician's assignment to this resident service. The physician's assignment stop time can be edited.

AddAllows a resident service to be added to this physician's assignment list. When this processing option is chosen, the System displays the Resident Service Add Screen. The following fields display for definition:

Start Time – Defines the time the physician's assignment to a resident service begins. When a start time is defined, the System displays the Stop Time field for definition.

Stop Time – Defines the time the physician's assignment to the resident service ends.



Preceptor List – Defines the resident service(s) for which this physician can be assigned as a preceptor. The Preceptor Resident Service Options that display are defined in the Resident Service(s) push parameter of this menu function for which the physician has the employee type defined in the Resident Service Table, ^aet("rs"), Preceptor Employee Type(s) field.

Resident List – Defines the resident service(s) for which this physician can be assigned as a resident. The Resident Service Options that display are defined in the Resident Service(s) push parameter of this menu function for which the physician has the employee type defined in the Resident Service Table, ^aet("rs"), Resident Employee Type(s) field.

Once a resident service(s) is defined, accepting the additions causes the System to redisplay the Physician Service Screen with the updated information.

DeleteAllows an assignment time(s) to be deleted from this physician's assignment list. Each delete request must be verified. A current assignment cannot be deleted. However, a physician can be removed from a current assignment by editing the stop time. For a complete description of editing assignments, see Edit on page 29.

Push Parameters

Editor Type

Purpose Defines the manner in which a resident service(s) can be accessed in this menu function and determines the information the System displays when this menu function is accessed.

Input By service

By physician

Both

Defaults to by service and by physician

System Use By service – Allows a resident service(s) to be accessed by service. The System displays a list of Service Options for selection when this menu function is accessed.

By physician – Allows a resident service(s) to be accessed by physician. The System prompts for a physician to be identified when this menu function is accessed.

Both – Allows a resident service(s) to be accessed by service and/or physician. The System prompts to edit by service or physician when this menu function is accessed.



Resident Services

Purpose Defines the resident service(s) that can be accessed in this menu function.

Input Single Selection

Links from Resident Service Table, ^aet("rs')

System Use Determines the resident services that display for selection in this menu function.


Chapter 5

Provider Assignment Editor

OverviewThe Provider Assignment Editor menu function is used to update the list of healthcare providers who are currently assigned to a patient in an attending, consulting, or other (i.e., resident, additional responsible) capacity. This menu function also displays the assignment of other healthcare providers who are assigned to the patient (e.g., primary care provider, case manager, social worker, shared care provider, etc.).

Function Attributes

The Provider Assignment Editor menu function can be used as an application that displays on the QuadraMed CPR™ Clinical Desktop or Ultiview.

Table Relationship Links FROM other tables TO Provider Assignment Editor menu function:

Address Collection Driver Table, ^rt(“ad”)Care Provider Relationship Table, ^rt(“cp”)Resource Type Table, ^nt(“rct”)


Required

Return Data Type push parameter – visit

Department Usage Admitting/ RegistrationAdmitting/registration uses this menu function to assign and edit the physicians for a particular patient until nursing assumes this responsibility.

Medical StaffThe medical staff uses this menu function to assign and edit physicians and/or residents for a particular patient.

NursingNursing uses this menu function to assign and edit consulting physicians for a particular patient.



DescriptionOnce the Provider Assignment Editor menu function is accessed, the System displays the Provider Assignment Screen (see the figure below).

Provider Assignment ScreenThe Provider Assignment Screen displays information regarding the providers responsible for the patient’s care for the selected visit. A physician can be defined in only one capacity for a visit at any given time (i.e., a physician cannot be an attending physician and a consulting physician for the same patient at the same time). The visit assignment fields display on this screen in hierarchical order. For example, when a physician currently defined as the patient’s consulting physician is defined as the patient’s attending physician, the System removes the physician as the consulting physician and displays the physician as the attending physician.

The following visit and patient assignment fields can display on the Provider Assignment Screen:

Attending/VisitThe attending physician is the physician primarily responsible for the patient’s care. Physicians who are not assigned to a medical service cannot be defined as the primary physician. Once a physician is identified, the System can display the Medical Service Options, if any, for the physician. Medical Service Options are defined in the Physician Service/Department/Specialty Table, ^aet(“ps”), and linked to a physician in the Employee/ Provider Table, ^ae, Facility-specific level,



Specialty(s) field. Only employees who have a physician and/or resident employee type can be defined. Physician and resident employee types are defined in the Employee Type Category Table, âet(“etc”), Physicians and Residents employee type category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

Clicking (R) Resident Service allows a resident or resident service to be defined as the primary (i.e., attending) physician. This option displays only when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Resident Service Processing? field is defined as full. A patient can have only one primary physician defined at any one time. Physicians defined in this field displays on the Patient Identification menu function, Bedside Display Screen when a field created from the Face Sheet Table, ^nt(“fs”), Employee (Single Selection) data element is included on the Bedside Display Screen.

The System requires that a patient be assigned a primary physician throughout each inpatient and short stay visit. The physician, resident, or resident service defined as the admitting physician in the field created from the Visit Type Table, ^rt(“vt”), Physician, Admitting data element is automatically defaulted as the initial primary physician when the visit is activated.

PreceptorThe preceptor is the physician responsible for the resident defined as the primary physician. This field displays only when a resident is defined as the primary physician. Physicians defined in this field display on the Patient Identification menu function, Bedside Display Screen when a field created from the Face Sheet Table, ^nt(“fs”), Employee (Single Selection) data element is included on the Bedside Display Screen.

Physicians who are not assigned to a medical service cannot be defined as the preceptor. Medical Service Options are defined in the Physician Service/Department/Specialty Table, âet(“ps”), and linked to a physician in the Employee/Provider Table, âe, Facility-specific level, Specialty(s) field. Only employees who have a physician employee type can be defined. Physician employee types are defined in the Employee Type Category Table, âet(“etc”), Physician employee type category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

Consulting(s)A consulting physician is a physician who has been asked to provide an opinion on a particular aspect of the patient’s condition and, in some cases, to recommend and provide treatment. Multiple consulting physicians can be defined. Clicking (R) Resident Service allows a resident or resident service to be defined as the consulting physician. This option displays only when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Resident Service Processing? field is defined as full or full except admitting/attending. Only employees who have a physician employee type can be defined. Physician employee types are defined in the Employee Type Category Table, âet(“etc”), Physician employee type category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.



Physicians defined in this field display on the Patient Identification menu function, Bedside Display Screen when a field created from the Face Sheet Table, ^nt(“fs”), Employee (Single Selection) data element is included on the Bedside Display Screen.

The number of display lines for this field is limited to three, although this field can contain any number of consultant names. If more than three consultants are defined, only the first two will display followed by an ellipsis (…) on the third line, indicating additional consultants are defined.

When accessing the Provider Assignment Screen, Consulting(s) field, and the System Parameter Table, ^%z, General Parameters level, System Language field is defined as UK English, the System allows a consultant to be marked as a Shared Care Consultant (see the figure below). Shared Care is defined as two or more providers who are sharing the responsibility for the care of the patient. Only one provider maintains primary responsibility for the care of the patient. This provider is considered the Attending Consultant when the patient is in the facility. The additional providers are defined as Shared Care Providers. The System displays an additional prompt after identifying the consulting physician.

If the user clicks (Y) Yes, the consultant is marked as a shared care consultant and the word yes displays under the Shared Care column when the Provider Assignment Screen, Consulting(s) field is selected (see the figure on the next page).

Indicating that a provider is a Shared Care Consultant does not change any QuadraMed CPR processing, but allows for reporting in QuadraMed Data Warehouse.



Physicians who are not assigned to a medical service cannot be defined as the consulting physician. Once a physician is identified, the System can display the Medical Service Options, if any, for the physician. Medical Service Options are defined in the Physician Service/Department/Specialty Table, ̂ aet(“ps”), and linked to a physician in the Employee/Provider Table, ̂ ae, Facility-specific level, Specialty(s) field. Only employees who have a physician and/or resident employee type can be defined. Physician and resident employee types are defined in the Employee Type Category Table, âet(“etc”), Physicians and Residents employee type category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

Resident(s)Displays the resident(s) assigned to the patient. This list does not include a resident who is defined as the primary or additional responsible physician. Multiple residents can be defined. Residents defined in this field display on the Patient Identification menu function, Bedside Display Screen when a field created from the Face Sheet Table, ^nt(“fs”), Employee (Single Selection) data element is included on the Bedside Display Screen.

Only employees who have a resident employee type can be defined. Resident employee types are defined in the Employee Type Category Table, ̂ aet(“etc”), Residents employee type category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

The number of display lines for this field is limited to three, although this field can contain any number of resident names. If more than three residents are defined, only the first two will display followed by an ellipsis (…) on the third line, indicating additional residents are defined.



Add'l ResponsibleThe additional responsible physician performs the same role as the attending physician. The additional responsible physician is mainly used when the attending physician, although primarily responsible for the patient's care, delegates much of the responsibility to a resident service. Clicking (R) Resident Service allows a resident or resident service to be defined as the additional responsible physician. This option displays only when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Resident Service Processing? field is defined as full or full except admitting/attending.

Only employees who have a physician employee type can be defined. Physician employee types are defined in the Employee Type Category Table, âet(“etc”), Physician Employee Type Category option, and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

When a physician is assigned to the patient as the additional responsible physician, patient events can be routed only to the general physician review queue or routed to both the general physician review queue as well as an individual review queue. This is controlled through the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition screen, Physician Review Queue Defaults field, Add’l Responsible Review Queue Default subfield. This subfield can be defined as follows:

Always no – Routes the patient events to the general physician review queue. The System does not create an individual review queue for the physician.

Always yes – Routes the patient events to the general physician review queue. The System creates an individual review queue for the physician.

Ask user, default to no – Displays an additional Allow review queue for this add’l responsible physician? question when assigning the physician as an additional responsible physician to a patient through this menu function.

Accepting the default of no routes patient events to the general physician review queue. An individual review queue for the physician is not created.

Answering the question as yes routes patient events to the general physician review queue. In addition, the System creates an individual review queue for the physician.

Ask user, default to yes – Displays an additional Allow review queue for this add’l responsible physician? question when assigning the physician as an additional responsible to a patient through this menu function.

Accepting the default of yes routes patient events to the general physician review queue. In addition, the System creates an individual review queue for the physician.

Answering the question as no routes patient events to the general physician review queue. An individual review queue for the physician is not created.



Personal ListThe personal list physician is a physician who was previously assigned to a patient, or is familiar with a patient's case and elects to follow the patient by adding the patient to the personal list. This field displays only when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Allow Phys. Personal List Processing? field is defined as yes.

The personal list physician is not considered assigned to the patient, and therefore, has no responsibilities. Personal list physicians can perform physician-processing events (e.g., order entry or chart review).

The System allows a patient to have more than one personal list physician. Patients can be added or removed from the physician's personal list through this menu function, the Physician Processor or the Physician Personal List menu function. Only employees who have a physician and/or resident employee type can be defined. Physician and resident employee types are defined in the Employee Type Category Table, ^aet(“etc”), Physicians and Residents employee type category option, and linked to an employee in the Employee/Provider Table, ^ae, Facility-specific level, Employee Type(s) field. The number of display lines for this field is limited to two lines, although this field can contain any number of physician names.

Usual Provider(s)This field identifies the healthcare provider(s) who is assigned to the patient, usually at the time of registration (e.g., primary care provider, case manager, social worker, etc.). The providers that display in this field are defined in the field(s) created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Care Providers data element.

The provider type(s) that displays in this field is defined in the Usual Provider Parameters push parameter, Provider Type(s) field. The transaction line that displays is defined in the Usual Provider Parameters push parameter, Message Modifier field.

When the patient preference information is edited or new information added, the System prompts whether the new preferences should be stored in the patient’s registration record. Answering yes causes the System to update the patient’s registration record. Answering no causes the System to use the edited preference information for the current match only; the new information is not stored in the patient’s registration record. When using resource matching (i.e., the Matching Type push parameter is defined as resource matching), the System defaults the provider type into this field. When the requested provider type has been previously defined for the patient (i.e., in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Care Providers data element), once the Patient Preference Screen is accepted, the System displays the Current Provider Screen.

The following options can display in this menu function, depending on how the Usual Provider Parameters push parameter, Matching Type field is defined:



(P) Provider Matching – Allows provider matching in this menu function. Clicking(P) Provider Matching displays the Provider Matching Screen. For a complete description of Provider Matching, see Chapter 19, Provider Matching.

(R) Resource Matching – Allows resource matching in this menu function. Clicking (R) Resource Matching displays the Resource Matching Screen with additional provider options such as Smoking in Home?, Smoker Acceptable?, and Types of Pets in Home fields.

For a complete description of Resource Matching, see Chapter 19, Provider Matching.

Once the Patient Preference Screen is defined and accepted, the System searches the Employee/Provider Table, ^ae, to find the provider(s) within the network that best matches the preferences of the patient. When the match is being performed for a care provider, the System displays the Provider Matching Screen. A provider can be selected or the following processing options are available from both the Matching Providers Screen and Matching Facilities Screen:

(P) Edit Patient Preferences – Allows the patient’s provider matching preferences to be edited. Clicking (P) Edit Patient Preferences displays the Patient Preference Screen, allowing the patient preferences to be edited. Once additional patient preference information is accepted, the System performs the provider matching search using the new preference information.

(S) Sort – Allows the providers on the Provider Matching Screen to be displayed in various formats. Clicking (S) Sortcauses the System to display a list of Sort Type Options for selection. Once a sort type is selected, the System redisplays the providers in the selected format.

Providers can be sorted to display on the Provider Matching Screen when one of the following options are defined in the Usual Provider Parameters push parameter, Default Sort Criteria field:

Highest number of matchesClosest zip codeClosest provider

The distance can display on both the Matching Providers Screen and Matching Facilities Screen when the following conditions have been met:

The Mailing Code Table, ^rt(“mc”), Latitude and Longitude fields have been defined for the specified zip code.The Default Sort Criteria field of this menu function is defined as closest provider.

The providers are listed in order based on the Default Sort Criteria field of this menu function. A provider that is within 5 miles from the requested location or only one zip code away from the requested location is considered a match.

If the network contains smaller networks, the providers contained within the smaller networks also display on this screen.



(R) Radius – Allows all cities/zip codes within a certain radius of a specific zip code to be determined. This option displays only when the Usual Provider Parameters push parameter, Allow Radius Lookup? field is defined as yes. Clicking (R) Radius causes the System to prompt for a zip code to be entered. The System then prompts for the radius in miles (i.e., 1-20) to be entered. This option displays only when the Mailing Code Table, ^rt(“mc”), Latitude and Longitude fields have been defined for the requested radius. Once the zip code and requested radius have been entered, the System displays the Radius Information Screen. This is a view-only screen and is provided only for informational purposes.

When the Usual Provider Parameters push parameter, Allow Free-text? field is defined as yes, the user can identify a physician who is not defined in the Employee/Provider Table, âe. Once the user enters a partial name or the physician as free-text, the System displays a list of matching free-text provider options, if any, and prompts for one to be selected. Clicking Expand displays a list of matching free-text providers, (i.e., defined in the Free-Text Employee Table, âeft), with the provider type defined in the Usual Provider Parameters push parameter, Provider Type(s) field of this menu function.

When a free-text physician name is entered or a free-text physician is selected, the System displays the Free-Text Employee Definition Screen. The following fields can display on this screen, depending on how the fields in the Usual Provider Parameters push parameter are defined:

Employee Name – Displays the name of the free-text physician.

Title – Defines the title of the free-text physician. When this field is selected, the System displays a list of Title Options and prompts for one to be selected. Title Options are defined in the Title Table, ^rt(“tt”). This field displays only when the Usual Provider Parameters push parameter, Allow Free-text? field, Collect Title for F/T Physicians? subfield of this menu function is defined as yes.

Employee Number(s) – Defines the employee number(s) of the free-text physician. When this field is selected, the System displays a list of employee number types and prompts for one to be selected. The employee number types that display are defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Free-Text Employee Number Links Screen, Employee Number Type(s) field. This field displays only when the Usual Provider Parameters push parameter, Display Physician Reg ID Number? field of this menu function is defined as yes.

After an employee number type is selected, the System prompts for a number to be entered. When the format is defined for the employee number, the System displays the Expand button. Clicking Expand displays the format(s) defined for that number type. The format(s) for the selected employee number type is defined in the Employee External Number Type Table, âet(“en”), External Number Type level, Format(s) field.

Business Address – Defines the address of the free-text physician. When this field is selected, the System displays an address collection screen for definition. This field displays only when the Usual Provider Parameters push parameter, Allow Free-text? field, Collect Address? subfield of menu function is defined as yes. The screen that displays is defined in the Usual Provider Parameters push parameter, Address Collection Screen field of



this menu function. When a screen is not defined in the Usual Provider Parameters push parameter, Address Collection Screen field, the System displays the address screen defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Miscellaneous Data Screen, Address Collection Driver field.

Business Telephone – Defines the telephone number of the free-text physician. When this field is selected, the System prompts for a telephone number to be entered. This field displays only when the Usual Provider Parameters push parameter, Allow Free-text? field, Collect Address? subfield of this menu function is defined as yes.

Practice Code – Defines the general practitioner (GP) practice code associated with the practice address defined for the provider. The practice codes that display are defined in the Commissioning Table, ^rt(“ct”). This field displays only when the System Parameter Table, ^%z, General Parameters level, System Language field is defined as UK English.

PCT Code – Defines the primary care trust code associated with the address defined for the provider. The primary care trust codes that display in this field are defined in the field(s) created from Registration Screen Sequence Table, ^rt(“rs”), PCT of Residence data element. This field displays only when the System Parameter Table, ^%z, General Parameters level, System Language field is defined as UK English.

HA Code – Defines the health authority code associated with the address defined for the provider. The health authority codes that display in this field are defined in the field(s) created from the Registration Screen Sequence Table, ^rt(“rs”), HA of Residence data element. This field displays only when the System Parameter Table, ^%z, General Parameters level, System Language field is defined as UK English.

For each physician listed for either a visit or patient assignment, the System can display the following information on the Provider Assignment Screen:

Physician nameDisplays the name of the physician identified in the Employee/Provider Table, âe, Employee-specific level, Employee Name field. When a resident service is assigned to the patient, the System displays the name of the resident service defined in the Resident Service Table, âet("rs"), Resident Service Name field.

GroupWhen the physician belongs to a physician group, the group displays on the Provider Assignment Screen. The name that displays in this column is defined in the Physician Group Table, âet("pg"), Physician Group Short Name field. The group associated with the physician is defined in the Employee/Provider Table, âe, Employee-specific level, Provider Group field.



Queue?Indicates whether the physician has an individual review queue for the patient. When a physician is assigned to a patient as a primary, consulting, resident or additional responsible physician, a review queue is created so results of patient events can be reviewed and orders signed/renewed. The physician can use the following applications/menu functions to access the events and orders in the review queue:

Physician Action ItemsPhysician Batch ReviewPhysician InboxPhysician Inbox Across PatientsPhysician ProcessorPhysician Processor for VisitPhysician Review ItemsPhysician Review Queue

Queues are assigned automatically by the System based on the definition on the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition Screen, Physician Review Queue Defaults field, Attending Review Queue Default, Consulting Review Queue Default, Add’l Responsible Review Queue Default and Resident Review Queue Default subfields. If the user keeps the default of no, patient events are routed to the general physician review queue and an individual review queue for the physician is not created.

If the user answers yes, patient events are routed to the general physician review queue, and the System creates an individual review queue for the physician. Primary physicians, consulting physicians and residents must have a review queue. Depending on how the physician review queue default subfields are defined, each physician is assigned a general or individual review queue.

Personal list physicians are not assigned to the patient and have no queue access. The review queue that displays for a personal list physician is only for informational purposes. Items listed in the queue are copies of the items in the review queues for the primary, consulting(s), resident(s) and additional responsible physician who are assigned to the patient. When items are removed from the personal list physician's queue, the assigned physicians queues are not affected.

ServiceDisplays the medical service associated with the physician. When a physician is associated with multiple services, the service selected during the visit or assignment process displays. The name that displays in this column is defined in the Physician Service/Department/ Specialty Table, âet("ps"), Specialty level, Specialty Short Name field. The medical service associated with the physician is defined in the Employee/Provider Table, âe, Facility-specific level, Specialty(s) field.



When more than one service is defined for the physician in the Employee/Provider Table, âe, Facility-specific level, Specialty(s) field, the System prompts the user to select a medical service. When multiple services are defined, the System displays the short name of the first service followed by an ellipsis ( ... ) on the Provider Assignment Screen to indicate more specialties are defined.

When only one specialty is defined for the resident service in the Resident Service Table, âet("rs"), Specialty(s) field, the System automatically displays that specialty short name in the Service column.

Provider Assignment Processing OptionsThe following processing options can display when a field is selected from the Provider Assignment Screen:

Physician/Provider IDAllows a specific physician to be identified. A physician can be identified using standard employee/provider identification methods. Standard employee/ provider identification methods are described in the Employee/Provider Identification menu function.

In addition, the System can default the current user into a Provider Assignment Screen field, depending on how the Default to User? push parameter of this menu function is defined.

Once a physician is identified, the System can display the Medical Service Options, if any, for the physician. Medical Service Options are defined in the Physician Service/Department/ Specialty Table, âet(“ps”), and linked to a physician in the Employee/Provider Table, âe, Facility-specific level, Specialty(s) field.

Once a physician and medical service are defined, the System can prompt to allow an individual review queue to be defined for the physician. This prompt displays only when the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition Screen, Physician Review Queue Defaults field, Attending Review Queue Default, Add’l Responsible Review Queue Default and/or Resident Review Queue Default subfield is defined as ask user, default to no or ask user, default to yes.

Edit physicianAllows the review queue for an existing physician to be edited. This option displays only when multiple providers can be defined (i.e., Consulting, Resident).

The System does not prompt to allow an individual review queue when the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition Screen, Physician Review Queue Defaults field, Attending Review Queue Default, Add’l Responsible Review Queue Default and/or Resident Review Queue Default subfield is defined as always no or always yes.



When a physician is selected, the System prompts whether to allow an individual review queue to be defined for the physician. This prompt displays only when the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition Screen, Physician Review Queue Defaults field, Consulting Review Queue Default and/or Resident Review Queue Default subfield is defined as ask user, default to no or ask user, default to yes.

The following processing options can display when the Consulting(s) or Resident(s) field are selected for definition:

(A) AddAllows a physician to be added to the list. This processing option displays only when multiple physicians can be defined.

A physician can be identified using standard employee/provider identification methods. Standard employee/provider identification methods are described in the Employee/Provider Identification menu function.

(D) DeleteAllows a current physician(s) to be deleted. This processing option displays only when multiple physicians can be defined.

Clicking (D) Delete causes the System to prompt for the physician to delete. When the option number for the physician(s) is entered, the System highlights the entry and asks for verification to delete the physician(s). Once verified, the System deletes the physician(s) from the screen.

(N) NoneIndicates the review queue for an existing physician cannot be edited.

The following processing option can display when the Attending/Visit, Consulting(s) or Add’l Responsible fields are selected from the Provider Assignment Screen:

(R) Resident ServiceAllows a resident service to be defined as the physician. This processing option displays only when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Resident Service Processing field is defined as full or full except admitting/attending. Clicking (R) Resident Service causes the System to display a list of Resident Service Options. Resident Service Options are defined in the Resident Service Table, âet(“rs”).

The review queue for the physician cannot be edited when the Applications User Profile Table, âp, Physician Profile subfile, Review Queue Definition Screen, Physician Review Queue Defaults field, Consulting Review Queue Default subfield is defined as always no or always yes. In this case, the System displays the following error message: Review queues cannot be changed on this physician!



Once a resident service is selected, the System can display the Medical Service Options, if any, for that resident service. Medical Service Options are defined in the Physician Service/Department/Specialty Table, âet(“ps”), and linked to a resident service in the Resident Service Table, âet(“rs”), Specialty(s) field.

Physician Assignment EventOnce all physician assignments are accepted, the System calculates whether the current orders for the patient should be discontinued as a result of a change of service in this menu function. When a change of service is performed in this menu function, the System checks the Physician Service/Department/Specialty Table, âet("ps"), Service level, Service DC? field to determine whether the new service definition causes orders to be discontinued. When the Service DC? field is defined as yes, the orders will be discontinued as the result of a change of service in this menu function. Only those orders that have the Procedure Table, ^t, DC/ASO Information Screen, Transfer/Svc Change DC field defined as DC or Delayed DC are discontinued.

When the Display Service DC Default? push parameter of this menu function is defined as yes, the System displays the message This service change may DC previously active orders!, along with a Do you wish to save previously active orders? prompt. The System defaults to no. When the Display Service DC Default? push parameter of this menu function is defined as no, the System does not display the message. The calculated default is always overridden (i.e., orders are not automatically discontinued as the result of a change of service performed in this menu function).

The physician change of service event displays on the patient schedule and in chart review. This is a non-procedure event; therefore, its associated chart review group(s) must be defined in the Chart Review Group Data Type Table, ^nt("cgd").

When a change of service procedure is ordered and resulted, the information in this menu function is automatically updated.

Edit Menu Function UpdatesWhen the patient's admitting, consulting, and/or additional responsible physician information is edited using the Patient Identification, Edit Registration, or Edit Visit menu function, the System can update the physician assignment in this menu function. Updates of physician assignment information are determined by the following conditions:

The Patient Identification, Edit Registration, or Edit Visit menu function, Update Physician Information? push parameter must be defined as yes.

When the patient's admitting physician is edited, the patient's admitting and attending physicians must be the same.



When the patient's consulting physician is edited, the patient's consulting physician in the visit must be the same.

When the patient’s additional responsible physician is edited, the patient’s additional responsible physician in the visit and this menu function must be the same.

When these conditions are true and the visit’s physician assignment is edited in the Patient Identification, Edit Registration, or Edit Visit menu function, the System prompts to update the physician assignment information. When the user chooses to update the physician assignment, the System displays the new information in this menu function.

Provider RegisterThe physician(s) identified within this menu function displays in the Provider Register menu function. The Provider Register menu function is a display-only menu function that allows a patient’s current provider assignments to be viewed.

ADT NoticesThe System can print a report at various locations to notify departments of any physician changes. This feature is activated by defining a report and print queue in the Visit Type Table, ^rt(“vt”), Report Definitions subfile, ADT Notices (auto) Screen, MD/Service Change field.

Interface HooksWhen a physician is assigned to a patient, the System can automatically generate several interface transactions from this menu function. An interface transaction(s) is generated only when the Report Formatter Hook Table, ^arfh, Physician/Medical Service Update Interface hook is defined.

The System can also update the patient's consulting physician when the Provider Assignment Screen, Consulting(s) field is not defined. When the Consulting(s) field is not defined in this menu function, and the consulting physician is edited in the Edit Visit menu function, the System defaults the consulting physician from the Edit Visit menu function into Consulting(s) field of this menu function.

The System can also update the patient’s additional responsible physician when the Provider Assignment Screen, Add’l Responsible field is not defined. When the Add’l Responsible field is not defined in this menu function, and an additional responsible physician is edited in the Edit Visit menu function, the System defaults the additional physician from the Edit Visit menu function into Add’l Responsible field of this menu function.



Push Parameters

Display Service DC Default?

Purpose Defines whether the System displays the calculated DC default message after changing the attending physician service definition.

Input Yes/No

Defaults to no

System Use Yes – Displays the calculated DC default message after changing the attending physician service definition. The System displays a This service change may DC previously active orders! message, along with a Do you wish to save previously active orders? prompt after the user accepts the assignment change. This allows users to override the calculated DC default.

No – Indicates the System does not display the calculated DC default message after changing the attending physician service definition. The calculated default is always overridden (i.e., orders are not automatically discontinued as the result of a change of service in this menu function).

Default to User?

Purpose Defines whether the System defaults the current user into one of the Provider Assignment Screen fields.

Input Yes/No

Defaults to no

System Use Yes – Defaults the current user as the physician when the provider is defined as a physician and his/her employee type matches the field being defined. These providers are defined as physicians in the Employee/Provider Table, âe, Employee-specific level, Physician? field. Employee types are defined in the Employee Type Category Table, âet(“etc”), and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field

NOTE: When the provider is already assigned to the patient as the attending physician, the System does not default his/her name into any other fields in this menu function.

No – Indicates the System does not default to the current user to define the field.



Usual Provider Parameters

Purpose Defines the parameters that govern the processing for usual providers.

Input The following fields can display for definition:

Message ModifierAllow Free-text?Display Physician Reg ID Number?Provider Type(s)Matching Type

System Use Determines the parameters that govern processing for the usual provider in this menu function.

Message Modifier

Purpose Defines the text that displays as the transaction line for the Usual Provider(s) field.

Input Free-text

Greater than 70 characters is impractical for display purposes.

Required

System Use Displays this text as the transaction line when the Usual Provider(s) field is accessed during provider assignment processing.

Allow Free-text?

Purpose Defines whether a free-text physician can be entered during provider assignment.

Input Yes/No

Defaults to yes

System Use Yes – Indicates a free-text physician can be entered (i.e., the physician does not have to be defined in the Employee/Provider Table, ^ae). Displays the Free-Text Employee Definition Screen for definition when the physician is a free-text entry. Causes the following additional fields to display for definition:

Collect Title for F/T Physicians?Enable Suffix for F/T Physicians?Collect Address?

No – Indicates a free-text entry is not allowed when adding a physician in this menu function.



Collect Title for F/T Physicians?

Purpose Defines whether the Title field displays for definition as part of the Free-Text Employee Definition Screen, when entering a free-text physician’s name.

Input Yes/No

Defaults to yes

System Use Yes – Displays the Title field as part of the Free-Text Employee Definition Screen.

No – Does not display the Title field as part of the Free-Text Employee Definition Screen.

Enable Suffix for F/T Physicians?

Purpose Defines whether the System prompts for a family suffix to be selected when editing a free-text physician’s name

Input Yes/No

Defaults to no

System Use Yes – Displays a list of Family Suffix Options and prompts for a suffix option to be selected when editing the free-text physician’s name. The Family Suffix Options do not display for selection when the free-text physician is being defined. Family Suffix Options are defined in the Family Suffix Table, ^rt(“fs”).

No – Does not prompt for a family suffix to be selected.

Collect Address?

Purpose Defines whether the Business Address and the Business Telephone fields display as part of the Free-Text Employee Definition Screen.

Input Yes/No

Defaults to no

System Use Yes – Displays the Business Address and Business Telephone fields as part of the Free-Text Employee Definition Screen. Causes the Address Collection Screen field to display for definition.

No – Does not display the Business Address and Business Telephone fields for definition.



Address Collection Screen

Purpose Defines the address screen that displays when the Free-Text Employee Definition Screen, Business Address field is selected for definition.

Input Single selection

Links from the Address Collection Driver Table, ^rt(“ad”)

System Use Displays this Address Collection Screen when the Free-Text Employee Definition Screen, Business Address field is selected for definition.

When a screen is not defined, the System displays the screen defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Miscellaneous Data Screen, Address Collection Driver field for definition.

Display Physician Reg ID Number?

Purpose Defines whether the physician’s registration identification number displays when a physician is selected, or when a free-text physician is defined.

Input Yes/No

Defaults to no

System Use Yes – Displays the physician’s registration identification number, in parentheses, next to the physician’s name on the Provider Assignment Screen. The physician identification number type that displays is defined in the System Parameter Table, ^%z, Reg/ADT Systems Parameters subfile, Facility-specific level, Physician Data Screen, Physician Reg ID Number field. The number that displays is defined in the Employee/Provider Table, ^ae, Facility-specific level, Employee Number(s) field.

When a free-text physician is being defined, the System displays the physician’s employee number when the number is entered into the Free-Text Employee Definition Screen, Employee Number(s) field.

In order for the free-text physician’s employee number to display in the field created from this data element, the following links must be defined:

A number format is defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Physician Reg ID Number field (i.e., Beeper Number).

The same number format (i.e., Beeper Number) is defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Free-Text Employee Number Links Screen, Employee Number Type(s) field.

When defining the Free-Text Employee Definition Screen, Employee Number(s) field, the Beeper Number employee number type must also be defined.

No – Indicates the physician’s identification number does not display when the physician is entered as the physician. The Employee Number(s) field does not display on the Free-Text Employee Definition Screen.



Provider Types

Purpose Defines the provider type(s) (e.g., primary care provider (PCP), endocrinologist, home health aide, etc.) available for selection when adding a physician in the Usual Provider(s) field on the Provider Assignment Screen.

Input Insert/Delete Editor

Single selection

Links from the Care Provider Relationship Table, ^rt(“cp”)

Required

System Use Displays the provider type(s) defined in this field when adding a physician in the Usual Provider(s) field on the Provider Assignment Screen.

Matching Type

Purpose Defines whether the System performs provider matching or resource matching in this menu function

Input None

Provider Matching

Resource Matching

System Use None – Indicates no provider or resource matching is performed.

Provider Matching – Indicates Provider Matching is allowed in this menu function. Displays the (P) Provider Matching button on the Provider Assignment Screen. Displays the following additional fields for definition:

Default Sort CriteriaAllow Radius Lookup?

Resource Matching – Indicates Resource Matching is allowed in this menu function. Displays the(R) Resource Matching button on the Provider Assignment Screen. Displays the following additional fields for definition:

Resource Type(s)Default Sort CriteriaAllow Radius Lookup?

Resource Type(s)

Purpose Defines the resource type(s) (e.g., cardiologist, home health aide, etc.) to be used to determine a match during resource matching when assigning a provider on the Resource Matching Screen in this menu function. This field displays only when the Matching Type field is defined as resource matching.



Input Add/Delete Editor

Partial name

Multiple selection

Links from the Resource Type Table, ^nt(“rct)

System Use Facilitates a match of resource types during resource matching.

Correlates the resource type defined in this field to the definition of the Provider Type(s) field, along with the provider type(s) defined in the Employee/Provider Table, ^ae, Employee-specific level, Provider Match Data field, Provider Network(s) subfield, and performs a match.

Default Sort Criteria

Purpose Defines the way in which the providers display on the Matching Providers Screen in this menu function.


Highest number of matches

Closest zip code

Closest provider

Defaults to highest number of matches

System Use Highest number of matches – Indicates the System displays the providers in order of the highest number of matches.

Closest zip code – Indicates the System displays the providers in order of closest zip code to the patient.

Closest provider – Indicates the System displays the providers in order of closest provider to the patient. The System calculates the number of miles between the center of the requested zip code and center of each listed zip code.

Allow Radius Lookup?

Purpose Defines whether a search is performed to display all cities/zip codes within a certain radius of an entered zip code during provider matching within this menu function.

Input Yes/No

Defaults to no

System Use Yes – Displays the (R) Radius button on the Matching Providers Screen.

No – Indicates the System does not perform a radius search during this menu function.

Resource Type(s) (Continued)


Chapter 6

On Call Schedule View

Overview The On Call Schedule View menu function is used to view the on call schedule(s) for the healthcare staff (e.g., physicians, technicians, managers) responsible for being on call for a specific department at a specific time. The On Call Schedule View Screens are all view-only screens that display the information defined in the On Call Schedule Set-up menu function. For a complete description of on call schedules, see Chapter 3, On Call Schedule Setup.

Function Attributes

Description Once the On Call Schedule View menu function is accessed, the QuadraMed CPR™ System displays the on call schedule(s) for either a group(s), employee, or resident service, depending on how the Processing Type push parameter of this menu function is defined.

Table Relationship Links FROM other tables TO On Call Schedule View menu function:

None


Not Required

Command Key Menu Function?

Yes

Department Usage All DepartmentsAll departments use this menu function to view their own on call schedule(s). For example, medical administration departments such as surgery, pediatrics, and cardiology use this menu function to view individual on call schedules for physicians and residents for a given time period. Ancillary departments such as respiratory therapy and radiology use this menu function to view schedules for technical support staff.



Group Schedule ViewWhen the Processing Type push parameter of this menu function is defined as group, the on call schedule(s) for the current period for the group(s) defined in the Group(s) push parameter of this menu function displays when this menu function is accessed. Group options are defined in the On Call Group Table, ^rt("ocg"). Employees within the defined group are defined for each period in the On Call Schedule Set-up menu function, Period Definition Screen, Position(s) field.

When one group is defined in the Group(s) push parameter of this menu function, the on call schedule for that group automatically displays. When more than one group is defined, the System displays the list of groups defined in the Group(s) push parameter and prompts to select one. When no groups are defined in the Group(s) push parameter, the System displays a list of all available group options defined in the On Call Group Table, ^rt("ocg"), and prompts to select one.

When a group is selected from the list, the System displays the On Call Schedule Screen for that group for the current period (see the figure below). The information that displays is defined in the On Call Schedule Set-up menu function for the specified group.

The System can prompt to choose one of the following:

Previous periodDisplays the on call schedule for the specified group for the period previous to the on call schedule currently displayed.



Next periodDisplays the on call schedule for the specified group for the period immediately following the on call schedule currently displayed.

The format in which the on call group schedule displays is determined by how the On Call Group Table, ^rt("ocg"), Display Type field is defined. The following definitions are allowed:

NoneDisplays only the name(s) of the on call group(s)/ employee(s) on the on call schedule.

Phone number(s)Displays the on call employee's name and telephone number(s). Employee telephone numbers are defined in the Employee/Provider Table, âe, Facility-specific level, Business Telephone field.

External numberDisplays the on call employee's name and external number. The external number type that displays is defined in the On Call Group Table, ^rt("ocg"), Display Type field. External numbers are defined in the Employee External Number Type Table, âet("en"), and linked to an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Number(s) field. The following external numbers can be specified:

Beeper Certification DEA registration Employee ID FAX HCFA number License

Employee Schedule ViewWhen the Processing Type push parameter of this menu function is defined as employee/resident service, and the Employee push parameter of this menu function is defined with the name of a specific employee, the on call schedule for the defined employee automatically displays (see the figure on the next page). Employees are defined in the Employee/Provider Table, âe. The information that displays is defined in the On Call Schedule Set-up menu function for the specified employee.



The System prompts to press the ENTER key to continue. Once the ENTER key is pressed, the System prompts to identify an employee or choose resident service.

When the Employee push parameter of this menu function is defined as user asked, the System prompts to identify an employee or choose resident service. When an employee is identified, the System displays the on call schedule(s) for the current period for the specified employee.

Pressing the EXPD key at the employee identification prompt allows the employee to be identified using standard employee identification methods. For a complete description of identifying employees, see Chapter 1, Employee/Provider Identification. The System prompts to press the ENTER key to continue and returns the user to the on call menu options.

Resident Service ViewWhen the Processing Type push parameter of this menu function is defined as employee/resident service, and the Employee push parameter is defined as resident service, the on call schedule for the resident service defined in the Employee push parameter automatically displays when this menu function is accessed. The information that displays is defined in the On Call Schedule Set-up menu function for the specified resident service. Pressing the ENTER key returns the user to the on call menu options. Resident services are defined in the Resident Service Table, ^aet("rs").



When the Employee push parameter of this menu function is defined as user asked, the System prompts to identify an employee or choose resident service. When the resident service processing option is chosen, the System displays a list of resident service options and prompts for one to be selected. Once a resident service is selected, the on call schedule defined for that resident service in the On Call Schedule Set-up menu function displays. Pressing the ENTER key returns the user to the on call menu options.

Current User ViewWhen the Processing Type push parameter of this menu function is defined as employee/resident service, and the Employee push parameter is defined as current user, the System displays the on call schedule of the user accessing this menu function. After pressing the ENTER key, the System prompts to identify an employee or to choose resident service. Pressing the EXPD key at the employee identification prompt allows the employee to be identified using standard employee identification methods. For a complete description of identifying employees, see Chapter 1, Employee/Provider Identification. Resident service options are defined in the Resident Service Table, ^aet("rs").

Push Parameters

Processing Type

Purpose Defines the method used to organize the on call schedule information.

Input Group

Employee/resident service

Defaults to group

System Use Group – Allows the on call schedule for a group to be viewed in this menu function. Displays the Group(s) push parameter for definition.

Employee/resident service – Allows the on call schedule for an employee or resident service to be viewed in this menu function. Displays the Employee push parameter for definition.

Group(s)

Purpose Defines the on call group(s) that displays when this menu function is accessed.


Links from the On Call Group Table, ^rt("ocg")



System Use Display the group(s) defined in this push parameter when this menu function is accessed.

When no group(s) is defined, all the groups defined in the table display for selection.

Employee

Purpose Defines the method used for displaying employee on call schedules.

Input Employee ID

User asked

Current user

Resident service

Defaults to user asked.

System Use Employee ID – Defines the employee whose on call schedule automatically displays when this menu function is accessed. When this push parameter is defined as employee ID, the System prompts to identify an employee. Pressing the EXPD key allows employees to be identified using standard employee identification methods. For a complete description of identifying employee, see Chapter 1, Employee/Provider Identification.

User asked – Indicates whether the System prompts to identify an employee or choose resident service when this menu function is accessed.

Current user – Indicates the on call schedule for the current user automatically displays when this menu function is accessed.

Resident service – Indicates the on call schedule for a specific resident service automatically displays when this menu function is accessed. Resident service options are defined in the Resident Service Table, ^aet("rs").

Group(s) (Continued)


Chapter 7

Staff Assignment Queue

OverviewThe Staff Assignment Queue menu function is used to allow managers to make assignments for employees. This menu function is integrated with the Work Queue menu function, allowing employees to see their assignments through individual work queues. Two hours prior to an employee's scheduled start time, the System activates the employee's work queue. All tasks and duties assigned to the employee display in the employee's work queue.

This menu function also allows hospital staff to be assigned a temporary beeper number for a user-defined period of time. For example, a primary nurse can be assigned a beeper for each shift. Individuals wishing to contact the primary nurse can do so by paging him/her. Also, even though a physician is usually assigned a permanent beeper, he/she may provide extra coverage on nights and weekends and can utilize a temporary beeper during this time period.

Function AttributesTable Relationship Links FROM Tables TO Staff Assignment Queue menu function:

Patient Identification Expand Screen Table, ^rt(“id”)Staff Scheduling Group Table, ^aet(“sg”)Work Queue Table, ^nt(“wq”)


Not Required

Department Usage Home HealthHome health uses this menu function to assign patient caseloads and temporary beepers to home health care providers.

LaboratoryThe laboratory uses this menu function to make work assignments. For example, the specimen collection supervisor makes assignments for phlebotomists. In addition, phlebotomists can be assigned a temporary beeper in this menu function.



DescriptionOnce the Staff Assignment Queue menu function is accessed, the information that displays depends on the definition of the Initial Queue Display? push parameter of this menu function. When this push parameter is defined as yes, the System displays the Staff Scheduling Group Screen (see the figure on the next page). When this push parameter is defined as no, the System display depends on the definition of the Staff Schedule Group(s) and Terminal Default? push parameters of this menu function.

When the Terminal Default? push parameter is defined as no, and more than one staffing group is defined in the Staff Schedule Group(s) push parameter, the System displays a list of Staffing Scheduling Group Options for selection. Staff scheduling groups represent groups of employees (e.g., nurses, phlebotomists) that can be assigned to work queues. For example, a nurse can be assigned to specific patients, while a social worker can be assigned to carry a patient caseload throughout a visit. Similarly, a phlebotomist's work list can include all specimens for a specific unit(s).

When the Terminal Default? push parameter of this menu function is defined as yes, and more than one staffing group is defined in the Staff Schedule Group(s) push parameter of this menu function, the System displays a list of Staffing Scheduling Group Options, if any, that match the default location of the terminal. When no staff scheduling groups match the default location of the terminal, the System displays an error message. The terminal default location is defined in the Device Table, ^ad, Location field. Areas are defined for each staffing group in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Area(s) field. When a staffing group is selected or only one staffing group matches an area, and the Display Current Only? push parameter is defined as no, the System creates the assignment queue list.

NursingNursing uses this menu function to make work assignments. For example, the nurse manager or charge nurse makes assignments for nurses or nurse assistants. Nursing also uses this menu function to assign nurses a temporary beeper for the duration of their shift.

RehabilitationRehabilitation departments (e.g., physical therapy, speech therapy) use this menu function to assign patient caseloads. Therapists can also be assigned a temporary beeper in this menu function.

Respiratory CareRespiratory care uses this menu function to make work assignments. For example, a respiratory therapist can be assigned a specific patient caseload in this menu function. Respiratory therapists can also be assigned a temporary beeper in this menu function.

Social ServicesSocial services use this menu function to assign patient caseloads. Social services also uses this menu function to assign social workers a temporary beeper for the duration of their shift.



The following processing options are available:

Edit CurrentThe System allows current employee assignments to be edited. Clicking (C) Edit Current causes the System to display the Employee Scheduled Time Screen (see the figure on the next page). This screen displays a list of employees who have scheduled times defined. The start time displayed on this screen is determined by the definition of the Current Assignment Limit push parameter of this menu function.

When the Current Assignment Limit push parameter is not defined, the System displays (not specified) as the start time. The System displays assignment times scheduled for the past six months up to six months from the current time. A message displays when no scheduled times have been defined.

The Midnight Delete Old Staff Assignments job deletes a scheduled time with no assignments (i.e., no queues, breaks, or tasks) 24 hours after the scheduled time.



An employee can be selected to edit, or the following processing options are available:

(A) Add EmployeeAllows an additional employee(s) to be assigned. When this processing option is chosen, the System displays a list of employees in the staffing group who have scheduled times defined within the time range displayed on this screen. A message displays when no employees in the specified staffing group have scheduled times defined.

Eligible employees not defined on the current list can be scheduled by clicking Expand. Eligible employees are those with the following characteristics:

The Employee/Provider Table, ^ae, Facility-specific level, Employee Type(s) field is defined for the employee.

An employee type defined for the employee is linked to the selected staff scheduling group in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Employee Type(s) field.



The user can select an employee for the list or enter an employee ID. When an employee is identified, a scheduled date and time can be entered or an entire time range can be defined. When defining a time range, a block of time for an employee is specified. The new additions display on the Employee Scheduled Time Screen.

(D) Delete EmployeeAllows an employee(s) to be deleted from the list. Each delete request must be verified. After verification, the employee is removed from the Employee Scheduled Time Screen for the specified time.

(Q) Assign By QueuesAllows an assignment(s) to be made by selecting an area, patient, bed, break, or task rather than identifying a date and time. Clicking (Q) Assign By Queues causes the System to display the Staff Assignment Queue Screen (see the figure on the next page). This screen displays each queue/break/task, along with the employee(s) assigned to the queue/break/task.

A queue/break/task assignment(s) can be selected to edit or the following processing options are available:

(E) Assign By Employee – This processing option allows an assignment(s) to be made by selecting a specific employee rather than identifying the date and time. Clicking (E) Assign By Employee causes the System to display the Employee Scheduled Time Screen.

(M) Mass Assign – This processing option allows multiple queue/break/task options to be assigned to an employee in one step. Clicking (M) Mass Assign causes the System to prompt for one or more queue/break/task options to be selected. Once the option(s) is selected, the System prompts for an employee to be assigned to the selection option(s).

When a queue/break/task assignment(s) is selected to edit, the System allows assignments to be made for the selected queue/break/task. The following processing options are available:

(A) Add – Allows an employee to be assigned to the queue/break/task. Clicking (A) Add causes the System to display a list of Scheduled Employee Options. Employees already assigned to this queue/break/task display in dim text and are unavailable for selection. After an employee(s) is selected, the user can continue to add or delete employees from the queue/break/task.

(D) Delete – Allows an employee to be deleted from the queue/break/task. Selecting an employee(s) to delete removes the employee from the queue/break/task.

Pressing ENTER or clicking OK causes the System to redisplay the Queue Assignment Screen.



(V) View Unit Acuity SummaryAllows acuity information to be viewed. Clicking (V) View Unit Acuity Summary causes the System to display the Acuity Summary Screen or the Acuity Classification Summary Screen, depending on the definition of the Display Classification? push parameter of this menu function. For a complete description of these screens and the available processing options, see Chapter 17, Patient Acuity Display.

Selecting an employee to edit allows an employee's current assignments to be edited. When an employee(s) is selected, the System displays a list of currently defined assignments for the specified time period, if any. Current assignments display in bright text when the patient is in an area defined in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Area(s) field. The assignments display in dim text when the patient has been discharged or transferred to an area not defined in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Area(s) field.

Current assignments display in dim text and are unavailable for selection when the assignment belongs to a work queue not defined in the Work Queue(s) push parameter of this menu function.

When a patient who still has queue entries is discharged or transferred from a bed-specific work queue, the System generates a patient-specific staff assignment.




(A) AddAllows an assignment(s) to be added. Clicking (A) Add causes the System to display a list of Queue/Break/Task Options to which the employee can be assigned. Queue/Break/Task Options can include facilities, areas, patients, beds, breaks, and tasks specific to the staff scheduling group, depending on the work queue(s) defined in the Work Queue(s) push parameter of this menu function (see the figure below). For example, when the work queue is patient-specific, the employee can be assigned to individual patients. When the employee's work queue is bed-specific, the employee can be assigned to specific beds.

An area(s) is defined for a staff scheduling group in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. The Queue Options that display depend on the type of work queue(s) defined in the Work Queue(s) push parameter of this menu function. Break Options are defined for each staff scheduling group in the Staff Scheduling Group Table, âet("sg"), Breaks subfile. Task Options are defined for each staff scheduling group in the Staff Scheduling Group Table, âet("sg"), Tasks subfile.

When an area is not defined for a staff schedule group in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field, the Inquiry Definition and Expand Menu push parameters of this menu function, when defined, allow the user to identify patients for a patient-specific work queue. The System displays Patient Identification as the queue option for the patient-specific work queue(s). When the Patient Identification queue option is selected, a patient can be identified using standard patient identification methods. Patient identification methods are described in the Patient Identification menu function.



Queue/Break/Task Options that display in dim text have already been assigned and cannot be selected. After selecting a queue(s)/break(s)/task(s) to add, the System displays the assignment(s) and allows the user to add, delete, or reassign any of the currently defined assignments. A temporary beeper can also be assigned to the employee.

(D) DeleteAllows an assignment(s) to be deleted. Selecting an assignment to delete removes that queue(s)/break(s)/task(s) from the employee's queue.

(R) ReassignAllows an assignment(s) to be transferred from one employee to another. Selecting an assignment(s) to reassign causes the System to prompt for the employee to which the reassignment is being made. The System displays all employees in the staff scheduling group who have scheduled times defined, with the present employee's option number displaying in dim text. Eligible employees not defined on the current list can be scheduled by clicking Expand. Eligible employees are those with the following characteristics:



Clicking Expand allows an additional employee(s) to be identified using standard employee identification methods. Standard employee identification methods are described in the Employee/Provider Identification menu function.

Selecting an employee causes the System to prompt the user to accept the reassignment. Once the reassignment is accepted, that queue/break/task is removed from the employee's queue and added to the new employee's queue.

(B) Assign BeeperAllows a temporary beeper to be assigned to the employee. This processing option displays only when the Allow Beeper Assignment? push parameter of this menu function is defined as yes. Clicking (B) Assign Beeper causes the System to display the following fields for definition:

Beeper Number – Displays the temporary beeper number. The definition of the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Physician Parameters Screen, Provider Reg. Ext. Number Type field determines the external employee number type used for this field. The beeper number must be entered in a format defined in the Employee External Number Type Table, ^aet("en"), External Number Type level, Format(s) field. Clicking Expand allows the acceptable format(s) to be viewed. When an acceptable number is entered in an incorrect format, the System displays the number in all acceptable formats and prompts for one to be selected.



For example, the Employee External Number Type Table, ^aet("en"), External Number Type level, Format(s) field is defined as A-999 and A/999. When the user enters L123 in this field, the System displays L-123 and L/123 and prompts for one to be selected.

Start Time – Displays the start time of the temporary beeper assignment.

Stop Time – Displays the stop time of the temporary beeper assignment. When adding a temporary beeper assignment, a stop date/time can be entered or the stop can be defined as indefinite.

Once the beeper assignment is accepted, the System displays this information in all places throughout the System where the provider's beeper number displays (e.g., Provider Register menu function) for the period of time the beeper assignment is active. The currently active beeper number overrides the display of the beeper number defined for the employee in the Employee/Provider Table, ^ae, Facility-specific level, Employee Number(s) field.

When the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Allow Auto Delete of Staff Assignment Queue(s)? field is defined as yes, the Midnight Delete Old Staff Assignments job deletes the temporary beeper and all the employee's current active queue assignments when the stop time entered in this menu function, the Staff Queue Assignment By Employee, or the Beeper Assignment menu function is reached. When the Allow Auto Delete of Staff Assignment Queue(s)? field is defined as no, the System deletes the temporary beeper number when the temporary beeper stop time is reached. However, the employee's current active queue assignments remain active.

Regardless of the definition of the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Allow Auto Delete of Staff Assignment Queue(s)? field, the System automatically deletes the current queue assignments for the employee when he/she signs out through the Staff Sign Out or Staff Sign Out/Reassign menu function.

When initially accessing a scheduled date/time option, the System searches the previous two weeks for any areas, beds, patients, breaks, or tasks assigned to the selected employee. When previous assignments are found, the System displays a list of those assignments.

When a previous assignment(s) is selected to default, the System allows a portion of the previous assignments to remain in the employee's queue. Breaks and tasks display in dim text and are unavailable for selection. Queue/Break/Task Options can be added, deleted, or reassigned. A temporary beeper can also be assigned. The following options are available:

(A) AllRetains all previous assignments for this employee, except breaks and tasks, and allows Queue/Break/Task Options to be added or deleted. In addition, a temporary beeper can be assigned.



(N) NoneDeletes all previous assignments for this employee and allows Queue/Break/Task Options to be added or deleted. The System defaults to none. A temporary beeper can also be assigned to the employee.

Once a currently defined assignment has been edited using one of the above processing options, the (A) Add, (D) Delete, (R) Reassign, and (B) Assign Beeper processing options are available for further editing of that assignment. Pressing ENTER or clicking OK causes the System to redisplay the Employee Scheduled Time Screen.

Once a current assignment is created/edited/deleted in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen.

FutureThe System allows future employee assignments to be specified. Clicking (F) Future causes the System to prompt for a start date/time or to click the (N) Not To Specify processing option.

Start date/timeDefines the start date/time for which to view future assignments. The System defaults to the date/time determined by the definition of the Current Assignment Limit push parameter of this menu function. When a start date/time is entered or the default time is accepted, the System prompts to enter an end date/time. An end time can be entered within a 24-hour time range from the start date/time. The System defaults to 24 hours from the specified start date/time.

After specifying the time for viewing the employee assignment, the System displays the Employee Scheduled Time Screen for the defined time period.

(N) Not To SpecifyAllows future assignments to be viewed without defining a specific date/time. Clicking (N) Not To Specify causes the System to prompt for an end date/time. An end time can be entered within the next 24 hours. The System defaults to 24 hours from the current time. Once an end time is entered, the System displays the Employee Scheduled Time Screen from six months ago until the ending date and time. For a complete description of this screen, see the (C) Edit Current section on page 67.

Once a future assignment is created/edited/deleted in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen.

Future assignments are not enabled immediately, but are enabled by a background job that starts automatically once an hour. Current assignments that have additional iterations scheduled more than two hours into the future are available for viewing immediately. However, assignments that are not scheduled to begin until more than two hours in the future are unavailable for review.



Push Parameters

Staff Schedule Group(s)

Purpose Defines the staff schedule group(s) that can be accessed in this menu function. Only those staff schedule groups used for the particular area should be defined in this push parameter.


Links from the Staff Scheduling Group Table, âet("sg")

System Use Displays theses staff scheduling groups when the menu function is accessed.

Areas for a staff scheduling group are defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. When an area is not defined for a staff schedule group, the Inquiry Definition and Expand Menu push parameters, when defined, allow the user to define queue options for a patient-specific work queue.

NOTE: Staff Scheduling Group Options display on the Staff Schedule Group Screen in the order they are defined in this push parameter.

Terminal Default?

Purpose Defines whether the System checks the staff scheduling group(s) defined in the Staff Schedule Group(s) push parameter of this menu function to ensure the group's area matches the default location of the terminal.

Input Yes/No

Defaults to no

System Use Yes – Displays only those staffing groups defined in the Staff Schedule Group(s) push parameter that have the default location of the terminal defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. The terminal default location is defined in the Device Table, âd, Location field. If only one staffing group matches the area, the System bypasses the Staff Schedule Group Screen and displays the assignment information for the group.

No – Displays all staffing groups defined in the Staff Schedule Group(s) push parameter for selection when this menu function is accessed.

Work Queue(s)

Purpose Defines the work queue(s) to which an employee can be assigned in this menu function. Work Queue Options are defined in the Work Queue Table, ^nt("wq").

Input Multiple Selection

Links from the Work Queue Table, ^nt("wq')



System Use Only those queues defined in this push parameter display for selection on the Queue/Break/Task Options Screen.

Current Assignment Limit

Purpose Defines the number of days in the past the System searches for and displays current assignments.

Input Integer

System Use When this push parameter is not defined, the System searches the previous six months for assignments.

NOTE: The Midnight Delete Old Staff Assignments job automatically deletes any staff assignments older than six months.

Inquiry Definition

Defines the method used to identify patients in this menu function.

Expand Menu

Defines the Expand Screen that displays when Expand is clicked at the patient identification prompt. Patient Identification Expand Screen Options are defined in the Patient Identification Expand Screen Table, ^rt("id").

Display Classification?

Purpose Defines whether patient classification categories display when (V) View Unit Acuity Summary is clicked from the Employee Scheduled Time Screen in this menu function.

Input Yes/No

Defaults to no

System Use Yes – Displays the Acuity Classification Summary Screen when (V) View Unit Acuity Summary is clicked from the Employee Scheduled Time Screen. This screen contains patient classification categories. Classification categories are defined in the Patient Acuity Table, ^nt("pa"), Classification Systems subfile.

No – Displays the Acuity Summary Screen when (V) View Unit Acuity Summary is clicked.

Work Queue(s) (Continued)



Display Non-Paid Time?

Purpose Defines whether non-paid employee type time (e.g., lunch) is included in the acuity calculation. This push parameter also defines whether acuity totals display as integers or decimals.

Input Yes/No

Defaults to no

System Use Yes – Indicates the System includes non-paid employee time in the acuity calculation. The totals display as decimals.

No – Indicates the System does not include non-paid employee time in the calculation. The totals display as integers.

Initial Sort Type

Purpose Defines the initial sort type in which patients display when (V) View Unit Acuity Summary is clicked from the Employee Scheduled Time Screen in this menu function.

Input Care hours in descending order

Home location

Patient

Defaults to patient

System Use Care hours in descending order – Displays the patients by the number of patient care hours in descending order (i.e., the patient requiring the most patient care hours displays at the top of the screen).

Home location – Displays the patients in home location order.

Patient – Displays the patients in alphabetical order.

Allow Beeper Assignment?

Purpose Defines whether a temporary beeper can be assigned to an employee(s) in this menu function.

Input Yes/No

Defaults to no



System Use Yes – Indicates a temporary beeper can be assigned to an employee(s) in this menu function. Displays the (B) Assign Beeper processing option when editing an employee’s current or future assignments. Displays the employee short name and title, along with the employee’s beeper number, on the Staff Assignment Queue Screen.

No – Indicates temporary beeper assignment is not allowed in this menu function. Displays the employee’s entire name on the Staff Assignment Queue Screen.

Initial Queue Display?

Purpose Defines whether the Staff Assignment Queue Screen displays when this menu function is initially accessed.

Input Yes/No

Defaults to no

System Use Yes – Indicates the Staff Assignment Queue Screen displays when this menu function is accessed.

No – Indicates the System display depends on how the Staff Schedule Group(s) and Terminal Default? push parameters of this menu function are defined.

Display Current Only?

Purpose Defines whether the System defaults to the patients currently assigned to the user accessing this menu function, when this menu function is initially accessed.

Input Yes/No

Defaults to no

System Use Yes – Indicates the System displays the patients currently assigned to the user accessing this menu function.

No – Indicates the System prompts to edit current or future assignments in this menu function.

Allow Beeper Assignment? (Continued)


Chapter 8

Staff Scheduling

OverviewThe Staff Scheduling menu function is used to enter employee work schedules. Only starting dates and times can be defined in this menu function. The System defaults these work schedules into the Staff Queue Assignment View menu function. The work schedules also display in the Staff Queue Assignment By Employee and Staff Assignment Queue menu functions, where the actual assignment of areas, patients, beds, breaks, and tasks is performed. Defining work schedules in this menu function eliminates the need to enter date and time information more than once.

Function AttributesTable Relationship Links FROM other Tables TO Staff Scheduling menu function:

Staff Scheduling Group Table, ^aet(“sg”)


Not Required

Department Usage Home HealthHome health uses this menu function to define work schedules for home health care providers.

LaboratoryThe laboratory uses this menu function to enter the work schedules for phlebotomists. Entering work schedules in advance eliminates the need to enter work schedules when phlebotomist assignments are made.

NursingNursing uses this menu function to enter the nursing staff's schedule. The schedule can be entered by clerical staff once the work schedule has been defined by the nurse manager. Entering the schedule in advance eliminates the need to respecify this information as part of the assignment process.



DescriptionOnce the Staff Scheduling menu function is accessed, the QuadraMed CPR System display depends on the definition of the Staff Schedule Group(s) push parameter of this menu function. When the Staff Schedule Group(s) push parameter is defined with more than one staffing group, the System displays a list of Staff Scheduling Group Options and prompts for one to be selected (see the figure below).

The Staff Scheduling Group Options that display on the Staff Schedule Group Screen are defined in the Staff Schedule Group(s) push parameter of this menu function. Staff scheduling groups represent groups of employees (e.g., nurses, phlebotomists) that can be assigned to work queues. For example, a nurse can be assigned to specific patients, and a social worker can be assigned to carry a patient caseload throughout a visit. Similarly, a phlebotomist's work list can include all specimen collection for a specific unit(s), and a transporter can be assigned to perform all transports for one or more areas of the hospital.

RehabilitationRehabilitation departments (i.e., physical therapy, speech therapy) use this menu function to define work schedules. Entering work schedules in advance eliminates the need to enter date and time information for therapists when assignments are made.

Respiratory CareRespiratory care uses this menu function to define work schedules for respiratory therapists. Entering work schedules in advance eliminates the need to respecify this information as part of the assignment process.

Social ServicesSocial services use this menu function to define work schedules for social workers.



Once a staffing group is selected or when only one staffing group is defined in the Staff Schedule Group(s) push parameter of this menu function, the System displays the Currently Scheduled Employees Screen (see the figure below).

Currently Scheduled Employees ScreenThe Currently Scheduled Employees Screen displays a list of employees who have scheduled times defined. An employee can be selected to edit, if any, or the following processing options are available:

(A) AddAllows an employee to be added to the schedule. Clicking (A) Add causes the System to display a list of employees in the staffing group who have scheduled times defined, in any. When an employee is selected, the System displays the Employee's Current Schedule Screen.

Eligible employees not defined on the current list can be added by clicking Expand. Eligible employees are those with the following characteristics:





The user can select an employee(s) or enter an employee ID. Once an employee(s) is identified, a scheduled date and time can be entered or an entire time range can be defined. When defining a time range, a block of time for an employee is specified. Once all scheduled times have been defined, pressing ENTER or clicking OK causes the System to prompt for the scheduled times to be accepted. Once the schedule is accepted, the System redisplays the Currently Scheduled Employees Screen.

(D) DeleteAllows an employee(s) to be deleted from the list. Clicking (D) Delete causes the System to prompt for the number option of the employee(s) to delete. When a number(s) is entered, the System highlights the entry and asks for verification to delete the employee(s). Once verified, the System deletes the employee(s) from the list and redisplays the Currently Scheduled Employees Screen minus the deleted employee(s).

(T) Specify By Date/TimeAllows an employee to be scheduled by date/time. A scheduled date/time can be entered or the following processing option is available:

(E) Specify By Employee – Allows a staffing group's schedule to be defined by assigning dates and times to specific employees. Clicking (E) Specify By Employee causes the System to display the Employee's Current Schedule Screen.

Entering a scheduled date/time allows a staffing group's schedule to be defined by assigning employees to specified dates and times. After defining the start date and time, the System displays a list of currently defined employees, in any. The following processing options are available:

(A) Add – Allows an employee(s) to be added to the schedule for the specified date/time.



(D) Delete – Allows an employee(s) to be removed from the schedule for the specified date/time.

Select Employee to EditSelecting an employee to edit from the Currently Scheduled Employees Screen allows an employee's current schedule to be edited. When an employee is selected, the System displays the employee's current schedule (see the figure below). For each employee, the System displays the employee number, job title, and department. Scheduled times display on this screen until the employee signs out or the employee's assignments are reassigned through the Staff Sign Out/Reassign or Staff Sign Out menu function. In addition, the Midnight Delete Old Staff Assignments job deletes scheduled times with no assignments (i.e., no queues, breaks, or tasks assigned) 24 hours after the schedule time.

The following processing options are available from the Employee's Current Schedule Screen:

(A) AddAllows a schedule time to be defined for an employee. Clicking (A) Add causes the System to prompt for a scheduled date and time or for an entire time range to be defined. When defining a time range, a block of time for an employee is specified. Once all scheduled times have been defined, pressing ENTER clicking OK from the add/delete text box prompt causes the System to prompt to accept the scheduled times. Once the schedule is accepted, the System redisplays the Currently Scheduled Employees Screen.



(D) DeleteAllows a scheduled date and time(s) to be removed from the employee's current schedule. When a scheduled date/time(s) is selected to delete, the System removes that time from the employee's current schedule.

Once a work schedule is created in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen. In addition, the work schedule displays in the Staff Assignment Queue and Staff Queue Assignment By Employee menu functions, where the actual assignment to work queues is performed.

Push Parameters


Purpose Defines the staff scheduling group(s) that can be accessed in this menu function. Only those staff schedule groups used for the particular area should be defined in this push parameter.



System Use Displays these staff scheduling groups for selection when this menu function is accessed.

Areas for a staff schedule group are defined in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Area(s) field.

NOTE: Staff Scheduling Group Options display on the Staff Schedule Group Screen in the order they are defined in this push parameter.


Chapter 9

Staff Sign Out

Overview The Staff Sign Out menu function is used to allow employees to deactivate their work assignments at the end of the workday. An employee is deassigned or unlinked from assigned work queues, tasks, and breaks after signing out at the end of each shift. This menu function allows employees to deactivate all assignments for a scheduled date/time at once.

Function AttributesTable Relationship Links FROM other Tables TO Staff Sign Out menu function:

None


Not Required

Department Usage Home HealthHome health uses this menu function to deactivate assignments from each home health care provider's work queue at the end of each shift.

LaboratoryA phlebotomist uses this menu function to remove specimen collection events from his/her work queue at the end of each shift.

NursingNursing uses this menu function to deactivate each nursing staff member's assignments at the end of each shift.

RehabilitationRehabilitation departments (i.e., physical therapy, speech therapy) use this menu function to remove assignments from therapists' work queues at the end of each shift.



DescriptionOnce the Staff Sign Out menu function is accessed, the System displays the Current Assignments Screen (see the figure below).

Current Assignments ScreenThe Current Assignments Screen displays the assignments (e.g., areas, patients, beds, breaks, or tasks) for which the employee is responsible. Current assignments display separated by staffing group and assignment start time. The start times that display on this screen have been defined in the Staff Scheduling, Staff Assignment Queue, and/or Staff Queue Assignment By Employee menu functions. The employee can select the assignment(s) to deactivate.

Assignment DeactivationAn assignment is not automatically deactivated; each assignment must be deactivated by the employee. When an assignment(s) is selected to deactivate, the System searches the work queue(s) of the selected assignment(s) for events scheduled previous to the current time that have not been completed. When no incomplete events exist, the option number(s) corresponding to the assignment(s) blinks. Once the deactivation is accepted, the System removes the assignment and exits this menu function.

Respiratory CareRespiratory care uses this menu function to deactivate each respiratory therapist's assignments at the end of each shift.

Social ServicesSocial services use this menu function to remove each social worker's assignments at the end of each shift.

Chapter 9 Staff Sign Out


When the user selects an assignment whose work queue contains incomplete events, the System displays the Sign-Out Incomplete Events Screen (see the figure below).

The following information displays on this screen:


Accept sign-outAllows the assignment to be deactivated even though incomplete events exist in the work queue. When this processing option is chosen, the System removes the assignment(s) from the Current Assignments Screen and exits this menu function.

Process work queueAllows the employee to access his/her work queue. When this processing option is chosen, the System displays the employee's work queue so incomplete events can be processed, assigned to another employee, deassigned, or resolved.

INFORMATION DESCRIPTION

Date/time Displays the date and time the event was scheduled to be performed or was partially documented.

Location Displays the patient's current location.

Patient name Displays the patient's name.

Procedure Displays the procedure name.

Status Displays the status of the incomplete event.

Assignment Displays the provider to whom the event is assigned.

For a complete description of work queues, see the QuadraMed® CPR Result Processing Function Reference.



Continue editingAllows the list of current assignments to be edited. When this processing option is chosen, the System displays the Current Assignments Screen. For a complete description of this screen, see Description on page 86.

Once an assignment is deactivated in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen. For a complete description of the staff assignment audit trail, see Chapter 11, Staff Queue Assignment View.



Chapter 10

Staff Queue Assignment By Employee

OverviewThe Staff Queue Assignment By Employee menu function is used to make work assignments for a specific employee. Typically, employees make assignments for themselves and, less often, for other employees. This menu function is similar to the Staff Scheduling menu function. It allows assignments to be made for a specific employee, rather than identifying a particular staff scheduling group, and then identifying an employee who is assigned to the staff scheduling group. All options are employee-specific. Multiple employee assignments cannot be made through this menu function.

This menu function also allows hospital staff to be assigned a temporary beeper number for a user-defined period of time. For example, a primary nurse can be assigned a beeper each shift. Individuals wishing to contact the primary nurse can do so by paging him/her. Also, even though a physician is usually assigned a permanent beeper, he/she may provide extra coverage on nights and weekends and can be contacted through a temporary beeper during this time period.

This menu function is integrated with the Work Queue menu function, allowing employees to see their assignments through individual work queues. Two hours prior to an employee's scheduled start time, the System activates the employee's work queue. All tasks and duties assigned to the employee display in the employee's work queue.

Function AttributesTable Relationship Links FROM Tables TO Staff Queue Assignment By Employee menu function:

Employee/Provider Table, âeEmployee Type Table, âet(“et”)Patient Identification Expand Screen Table, ^rt(“id”)Staff Scheduling Group Table, âet(“sg”)Work Queue Table, ^nt(“wq”)



DescriptionOnce the Staff Queue Assignment By Employee menu function is accessed, the information that displays depends on the definition of the Employee push parameter.

When the Employee push parameter is defined as current user, the System defaults to the assignments for the current user accessing this menu function. When the Employee push parameter is defined with an employee ID, the System defaults to the employee defined in this push parameter. When the Employee push parameter is defined as ask user, the System prompts for an employee to be identified.

When the Employee push parameter of this menu function is defined as ask user, only employees that have the employee type(s) defined in the Employee Type(s) push parameter of this menu function can be identified. Standard employee identification methods can be used. Standard employee identification methods are described in the Employee/Provider Identification menu function.


Not Required

Department Usage Home HealthHome health uses this menu function to assign patient caseloads and temporary beepers. This menu function also allows a home health care worker to update his/her own assignments.

LaboratoryThe laboratory uses this menu function to assign phlebotomists to areas in the hospital where they are responsible for specimen collection. This activity typically occurs at the beginning of each shift, on Fridays for the coming weekend, or before holidays. In addition, temporary beeper assignments can be made using this menu function.

NursingNursing uses this menu function to assign nurses to patients. This is typically done at the beginning of each shift after the change of shift report has been performed. A charge nurse or primary nurse makes assignments for the nursing staff scheduled on his/her team. Many hospitals allow a nurse to make his/her own assignments. In addition, temporary beeper assignments can be made using this menu function.

RehabilitationRehabilitation departments (e.g., physical therapy, speech therapy) use this menu function to assign patient caseloads and temporary beepers. This menu function also allows a therapist to update his/her own assignments.

Respiratory CareRespiratory care uses this menu function to make work assignments and assign temporary beepers.

Social ServicesSocial services use this menu function to assign patient caseloads and temporary beepers.



Once an employee is identified, the information that displays depends on the definition of the Display Current Only? push parameter of this menu function. When the Display Current Only? push parameter is defined as yes, the System automatically displays the patients currently assigned to the physician accessing this menu function. When this push parameter is defined as no, the System display depends on how the Employee push parameter of this menu function is defined.


Edit CurrentAllows current employee assignments to be edited. Choosing to edit current assignments causes the System to display the Scheduled Date/Time Options Screen (see the figure on the next page). The System defaults to current.

FutureAllows future employee assignments to be specified. Clicking (F) Future causes the System to prompt for a start date/time to be entered or to click (N) Not To Specify.

Start date/timeDefines the start date/time for which to view future assignments. The System defaults to the date/time determined by the definition of the Current Assignment Limit push parameter of this menu function. When a start date/time is entered or the default time is accepted, the System prompts to enter an end date/time. An end time can be entered within a 24-hour time range from the start date/time. The System defaults to 24 hours from the specified start date/time.

After specifying the time for viewing the employee assignment, the System displays the Scheduled Date/Time Options Screen for the defined time period (see the figure on the next page).

(N) Not To SpecifyAllows future assignments to be viewed without defining a specific date/time. Clicking (N) Not To Specify causes the System to prompt for an end date/time. The end time can be entered within the next 24 hours. The System defaults to 24 hours from the current time. Once an end time is entered, the System displays the Scheduled Date/Time Options Screen, starting with assignments scheduled six months ago up through the ending date and time.

Once a future assignment is created/edited/deleted in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen.

Future assignments are not enabled immediately, but are enabled by a background job that starts automatically once an hour. Current assignments that have additional iterations scheduled more than two hours into the future are available for viewing immediately. However, assignments that are not scheduled to begin until more than two hours in the future are not available to view.



Scheduled Date/Time Options ScreenThe Scheduled Date/Time Options Screen displays each staffing group to which the employee is assigned and the date and time of each scheduled assignment. The start time displayed on this screen is determined by the definition of the Current Assignment Limit push parameter of this menu function. When the Current Assignment Limit push parameter is not defined, the System displays (not specified) as the start time and scheduled assignment times for the previous six months. The end time displayed on this screen is six hours after the current time. A message displays when no schedule start times have been defined.

Only schedules for the staffing group(s) defined in the push parameter of this menu function can be edited.

Number options for schedules of undefined staffing groups display in dim text and are unavailable for selection. Staff scheduling groups represent groups of employees (e.g., nurses, phlebotomists) that can be assigned to work queues. For example, a nurse can be assigned to specific patients, while a social worker can be assigned to carry a patient caseload throughout a visit. Similarly, a phlebotomist's work list can include all specimens for a specific unit(s).

A scheduled date/time can be selected to edit or the following processing options are available:

The Midnight Delete Old Staff Assignments job automatically deletes a scheduled date/time option with no assignments (i.e., no queues, breaks, or tasks), 24 hours after the schedule start time.



(A) AddAllows a scheduled date/time to be defined for an employee. Clicking (A) Add causes the System to display a list of Staffing Group Options. The Staffing Group Options that display are defined in the Staff Schedule Group(s) push parameter of this menu function. An employee can be assigned to a staffing group when he/she has the same employee type as defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Employee Type(s) field. An employee type(s) is defined for an employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.

Once a staffing group option is selected to which the employee can be assigned, a schedule date and time can be entered or an entire time range can be defined. When defining a time range, a block of time for an employee is specified. The new additions display on the Scheduled Date/Time Options Screen, when the added assignment is within six hours of the current time. Otherwise, the new additions can be viewed by clicking (F) Future.

(D) DeleteAllows an assignment(s) to be deleted from the list. Clicking (D) Delete causes the System to prompt for the assignment(s) to delete. When the number option for the assignment(s) is entered, the System highlights the entry and asks for verification to delete the assignment(s). Once verified, the System deletes the assignment(s) from the list, and redisplays the Scheduled Date/Time Options Screen.

Edit Scheduled Date/TimeSelecting a scheduled date/time allows an employee's current assignments to be edited. After selecting an assignment to edit, the System displays a list of currently defined assignments for the specified time period, if any. Current assignments display in bright text when the patient is in an area defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. The assignments display in dim text when the patient has been discharged or transferred to an area not defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. Current assignments belonging to a work queue not defined in the Work Queue(s) push parameter of this menu function display in dim text (i.e., unavailable for selection).


(A) AddAllows an assignment(s) to be added. Clicking (A) Add causes the System to display a list of Queue/Break/Task Options to which the employee can be assigned. Queue/Break/Task Options can include areas, patients, beds, breaks, and tasks specific to the staff scheduling group, depending on the work queue(s) defined in the Work Queue(s) push parameter of this menu function (see the figure on the next page). For example, when the work queue is patient-specific, the employee can be assigned to individual patients. When the employee's work queue is bed-specific, the employee can be assigned to specific beds.



An area(s) is defined for a staff scheduling group in the Staff Scheduling Group Table, ^aet("sg"), Staff Scheduling Group level, Area(s) field. The Queue Options that display depend on the type of work queue(s) defined in the Work Queue(s) push parameter of this menu function. Break Options are defined for each staff scheduling group in the Staff Scheduling Group Table, aet("sg"), Breaks subfile. Task Options are defined for each staff scheduling group in the Staff Scheduling Group Table, aet("sg"), Tasks subfile.

When an area is not defined for a staff schedule group, the Inquiry Definition and Expand Menu push parameters of this menu function, when defined, allow patients to be identified for a patient-specific work queue. The System displays Patient Identification as the queue option for the patient-specific work queue(s). When the Patient Identification queue option is selected, a patient can be identified by using standard patient identification methods. Standard patient identification methods are described in the Patient Identification menu function.

Queue/Break/Task Options that have already been assigned display in dim text (i.e., unavailable for selection).



(D) DeleteAllows a queue(s)/break(s)/ task(s) to be removed from the employee's queue. Clicking (D) Delete causes the System to prompt for the number(s) of the assignment(s) to delete. When an assignment option number(s) is entered, the System highlights the entry and asks for verification to delete the assignment(s). Once verified, the System deletes the assignment(s) from the list and redisplays the Scheduled Date/Time Options Screen minus the deleted assignment(s).

(B) Assign BeeperAllows a temporary beeper to be assigned to the employee. This processing option displays only when the Allow Beeper Assignment? push parameter of this menu function is defined as yes. Clicking (B) Assign Beeper causes the System to display the following fields for definition:

Beeper Number – Displays the temporary beeper number. The definition of the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Physician Parameters Screen, Provider Reg. Ext. Number Type field determines the external employee number type used for this field. The beeper number must be entered in a format defined in the Employee External Number Type Table, âet("en"), External Number Type level, Format(s) field. Clicking Expand allows the acceptable format(s) to be viewed. When an acceptable number is entered in an incorrect format, the System displays the number in all acceptable formats and prompts for one to be selected.

For example, the Employee External Number Type Table, âet("en"), External Number Type level, Format(s) field is defined as A-999 and A/999. When the user enters L123 in this field, the System displays L-123 and L/123 and prompts for one to be selected.

Start Time – Defines the start time of the temporary beeper assignment.

Stop Time – Defines the stop time of the temporary beeper assignment. When adding a temporary beeper assignment, a stop date/time can be entered or the stop time can be defined as indefinite.

Once the beeper assignment is accepted, the System displays this information in all places throughout the System where the provider's beeper number displays (e.g., Provider Register menu function) for the period of time the beeper assignment is active. The currently active beeper number overrides the display of the beeper number defined for the employee in the Employee/Provider Table, âe, Facility-specific level, Employee Number(s) field.

When the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Allow Auto Delete of Staff Assignment Queue(s)? field is defined as yes, the Midnight Delete Old Staff Assignments job deletes the temporary beeper and all the employee's current active queue assignments when the stop time entered in this menu function, the Staff Assignment Queue, or the Beeper Assignment menu function is reached. When the Allow Auto Delete of Staff Assignment Queue(s)? field is defined as no, the System deletes the temporary beeper number when the temporary beeper stop time is reached. However, the employee's currently active queue assignments remain active.



Regardless of the definition of the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Allow Auto Delete of Staff Assignment Queue(s)? field, the System automatically deletes the current queue assignments for the employee when he/she signs out through the Staff Sign Out or Staff Sign Out/Reassign menu function.

When initially accessing a scheduled date/time option, the System searches the previous two weeks for any areas, beds, patients, breaks, or tasks assigned to the selected employee. When previous assignments are found, the System displays a list of those assignments. A previous assignment(s) can be selected to default, or the following processing options are available:

(A) AllRetains all previous assignments for this employee, except breaks and tasks, and allows Queue/Break/Task Options to be added or deleted. A temporary beeper can also be assigned.

(N) NoneDeletes all previous assignments for this employee and allows Queue/Break/Task Options to be added or deleted. The System defaults to none. A temporary beeper can also be assigned.

Selecting a previous assignment(s) to default allows a portion of the previous assignments to remain in the employee's queue. Breaks and tasks display in dim text (i.e., unavailable for selection). Queue/Break/Task Options can be added or deleted or a temporary beeper can be assigned.

Once a currently defined assignment has been edited using one of the above processing options, only the (A) Add, (D) Delete, and (B) Assign Beeper processing options are available for further editing of that assignment.

Pressing ENTER or clicking OK causes the System to display the (A) Accept Assignments and (E) Continue Editing processing options. Once the new assignment is accepted, the System redisplays the Scheduled Date/Time Options Screen.

Once a current assignment is created/edited/deleted in this menu function, the System generates a staff assignment archive event that can be viewed in the Staff Queue Assignment View menu function, Audit Trail Screen.

Push Parameters


Purpose Defines the staff schedule group(s) that can be accessed in this menu function. Only those staff schedule groups used for the particular area should be defined in this push parameter.





System Use Displays these staff scheduling groups for selection when this menu function is accessed.

Areas for a staff scheduling group are defined in the Staff Scheduling Group Table, âet("sg"), Staff Scheduling Group level, Area(s) field. When an area is not defined for a staff schedule group, the Inquiry Definition and Expand Menu push parameters, when defined, allow the user to define queue options for a patient-specific work queue.

Employee

Purpose Defines the employee whose queue assignment can be defined and edited using this menu function.

Input Default employee ID

Current user

Ask user

Defaults to ask user

System Use Default employee ID – Allows a specific employee to be identified. When this menu function is accessed, the System automatically defaults the scheduled assignments for this employee. Employee/providers are defined in the Employee/Provider Table, âe.

Current user – Defaults the scheduled assignments for the employee accessing this menu function. Typically, this push parameter is defined as current user to allow an employee to make his/her own assignments.

Ask user – Prompts for an employee to be identified when this menu function is accessed. Only those employees with the employee type defined in the Employee Type(s) push parameter can be accessed. Employee types are defined in the Employee Type Table, âet(“et”), and linked to an employee in the Employee/Provider Table, â, Facility-specific level, Employee Type(s) field. Displays the Employee Type(s) push parameter for definition.

Employee Type(s)

Purpose Defines the employee type(s) that determines the employees who can be accessed in this menu function.


Links from the Employee Type Table, âet(“ate”)

System Use Displays only when the Employee push parameter of this menu function is defined as ask user.

When this push parameter is not defined, all employee types can be accessed.

Staff Schedule Group(s) (Continued)



Work Queue(s)

Purpose Defines the work queue(s) to which an employee can be assigned in this menu function.


Links from the Work Queue Table, ^nt(“we')

System Use Only those queues defined in this push parameter display for selection on the Queue/Break/Task Options Screen.

Current Assignment Limit

Purpose Defines the number of days in the past the System searches for and displays current assignments.

Input Integer

System Use When this push parameter is not defined, the System searches the previous six months for current assignments.

NOTE: The Midnight Delete Old Staff Assignments job deletes any staff assignments older than six months.

Inquiry Definition

Defines the method used to identify patients in this menu function.

Expand Menu

Defines the Expand Screen that displays when Expand is clicked at the patient identification prompt. Patient identification expand screens are defined in the Patient Identification Expand Screen Table, ^rt(“id”).

Allow Beeper Assignment?

Purpose Defines whether a temporary beeper can be assigned to an employee in this menu function.

Input Yes/No

Defaults to no

System Use Yes – Indicates a temporary beeper can be assigned to an employee in this menu function. Displays the (B) Assign Beeper processing option when editing an employee's current or future assignments.

No – Indicates temporary beeper assignment is not allowed in this menu function.



Display Current Only?

Purpose Defines whether the System defaults to the patients currently assigned to the user accessing this menu function when this menu function is initially accessed.

Input Yes/No

Defaults to no

System Use Yes – Indicates the System displays the patients currently assigned to the physician accessing this menu function.

No – Indicates the System display depends on how the Employee push parameter of this menu function is defined.


Chapter 11

Staff Queue Assignment View

Overview The Staff Queue Assignment View menu function is used to view current and past assignments for a department or individual employee. Staff assignments are made in the Staff Queue Assignment By Employee, Staff Assignment Queue, and Staff Scheduling menu functions. Two hours prior to an employee's scheduled start time, the System activates a background job that updates the employee's work queue. This background job runs once every hour. All tasks and duties assigned to the employee display in the employee's work queue and in this menu function.

Function AttributesTable Relationship Links FROM Tables TO Staff Queue Assignment View menu function:

None


Not Required

Department Usage Home HealthHome health uses this menu function to review work schedules and assignments. A home health care provider can view his/her patient caseload in this menu function.

LaboratoryThe laboratory uses this menu function to review work schedules and assignments. For example, at the beginning of a shift, phlebotomists review assignments made by the specimen collection supervisor.

Nursing Nursing uses this menu function to review work schedules and assignments. For example, at the beginning of a shift, the nurse or nurse assistant uses this menu function to review assignments made by the nurse manager or charge nurse.



Description Once the Staff Queue Assignment View menu function is accessed, the System display depends on the definition of the Staff Schedule Group(s) and Terminal Default? push parameters of this menu function. When the Terminal Default? push parameter is defined as no, and more than one staffing group is defined in the Staff Schedule Group(s) push parameter, the System displays a list of Staff Scheduling Group Options for selection. Staff scheduling groups represent groups of employees (e.g., nurses, phlebotomists) that can be assigned to work queues. For example, a nurse can be assigned to specific patients, while a social worker can be assigned to carry a patient caseload throughout a visit. Similarly, a phlebotomist's work list can include all specimens for a specific unit(s). When a staff scheduling group is selected or the Staff Schedule Group(s) push parameter is defined with only one staff scheduling group, the System prompts to view previous assignments for the entire staffing group or an individual employee.

When the Terminal Default? push parameter is defined as yes, and more than one staffing group is defined in the Staff Schedule Group(s) push parameter, the System displays a list of Staff Scheduling Group Options, if any, that match the default location of the terminal. When no staff scheduling groups match the default location of the terminal, the System displays a No staff scheduling groups defined! message. The terminal default location is defined in the Device Table, ^ad, Location field. Areas are defined for each staffing group in the Staff Scheduling Group Table, ^aet(“sg”), Staff Scheduling Group level, Area(s) field. When a staffing group is selected or only one staffing group matches an area, the System prompts to view previous assignments by staffing group or employee.

Staffing GroupWhen the user chooses to view assignments by staffing group, the System displays the Staffing Group Assignment View Screen (see the figure on the next page). This screen displays a list of scheduled assignment times for the selected staffing group, including the name of each employee who has assignments defined. Active assignments display in bright text. When an assignment is not yet active (e.g., the current time is 1552 and the assignment time is 1600), the assignment time displays in dim text. The System displays scheduled assignment times for the previous six months.

RehabilitationRehabilitation departments (i.e., physical therapy, speech therapy) use this menu function to review work schedules and assignments. A physical therapist can view his/her patient caseload in this menu function.

Respiratory CareRespiratory care uses this menu function to review work schedules and assignments. A respiratory therapist can view his/her patient caseload in this menu function.

Social ServicesSocial services use this menu function to review work schedules and assignments. A social worker can view his/her patient caseload in this menu function.



Once an assignment is selected from the Staffing Group Assignment View Screen, the System displays the Audit Trail Screen (see the figure on the next page). The Audit Trail Screen displays the date/time an activity occurred relating to the assignment, along with an indication of the type of activity and by whom the activity was performed. Audit trail information is stored by the System based on the definition of the System Parameter Table, ^%z, Order Come System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Staff Assign Archive Delete field. For example, if the Staff Assign Archive Delete field is defined as 30, at midnight, the System automatically deletes any assignment audit trail data older than 30 days.

The following archive events can display on the Audit Trail Screen (see the figure on the next page). The verb describing the type of archive event displays in the Event column, as follows:

Created byIndicates an assignment has been activated. A created by archive event can be selected to review.

Edited byIndicates queues/breaks/tasks were added to or deleted from the assignment. An edited by archive event can be selected to review.



Deleted byIndicates an entire assignment was deleted. Deleted by archive events cannot be selected to review.

When an archive event is selected, the System displays the Assignment Summary Screen (see the figure on the next page). The Assignment Summary Screen displays a list of queues/breaks/tasks assigned to the employee at the time of the audit trail entry. Queues/breaks/tasks added to the assignment for that audit trail entry display in bright text. Queues/breaks/tasks continued for the assignment (i.e., unchanged) display in dim text. Queues/breaks/tasks deleted from the assignment do not display. A manual comparison from the previous audit trail entry indicates deleted assignments.

The queue/break/task assignments can include areas, patients, beds, breaks, and tasks specific to the staff scheduling group, depending on the work queue associated with the assignment. For example, when the employee's work queue is patient-specific, this screen displays patient names. When the employee's work queue is bed-specific, this screen displays bed numbers.

An area(s) is defined for a staff scheduling group in the Staff Scheduling Group Table, âet(“sg”), Staff Scheduling Group level, Area(s) field. The Queue Options that display depend on the type of work queue(s) defined in the Work Queue(s) push parameter of this menu function. Break Options are defined for each staff scheduling group in the Staff Scheduling Group Table, âet(“sg”), Breaks subfile. Task Options are defined for each staff scheduling group in the Staff Scheduling Group Table, âet(“sg”), Tasks subfile.

For a complete description of the types of work queues, see Chapter 13, Work Queue Table, ^nitwit”) in the Result Tables Reference.



EmployeeWhen the user chooses to view assignments by employee, the System prompts for an employee to be identified. Standard employee identification methods can be used. For a complete description of these methods, see Chapter 1, Employee/Provider Identification.

In order for an employee's individual assignments to be viewed in this menu function, he/she must have the employee type defined in the Employee Type(s) push parameter of this menu function. Employee types are defined for an employee in the Employee/Provider Table, ^a, Facility-specific level, Employee Type(s) field.

Once an employee is identified, the System displays the Employee Assignment View Screen (see the figure below). This screen displays a list of Assignment Date/Time Options for the identified employee up to the current time. Once an assignment is selected from the Employee Assignment View Screen, the System displays the Audit Trail Screen. For a complete description of the Audit Trail Screen, see Staffing Group on page 102.



Push Parameters


Purpose Defines the staff scheduling group(s) that can be viewed in this menu function. Only those staff schedule groups used for the particular area in which this menu function is accessed should be defined in this push parameter.


Links from the Staff Scheduling Group Table, ^aet(“sg”)

System Use Displays theses staff scheduling groups when the menu function is accessed.

Areas for a staff scheduling group are defined in the Staff Scheduling Group Table, ^aet(“sg”), Staff Scheduling Group level, Area(s) field.

NOTE: When this menu function is accessed, the Staff Scheduling Group Options display in the order they are defined in this push parameter.

Terminal Default?

Purpose Defines whether the System checks the staff scheduling group(s) defined in the Staff Schedule Group(s) push parameter of this menu function to ensure the group's area(s) matches the default location of the terminal.



Input Yes/No

Defaults to no

System Use Yes – Displays only those staffing groups defined in the Staff Schedule Group(s) push parameter that have the default location of the terminal defined in the Staff Scheduling Group Table, âet(“sg”), Staff Scheduling Group level, Area(s) field. The terminal default location is defined in the Device Table, âd, Location field. If only one staffing group matches the area, the System bypasses the list of Staff Scheduling Group Options and displays the assignment information for the group.

No – Displays all staffing groups defined in the Staff Schedule Group(s) push parameter for selection when this menu function is accessed.

Employee Type(s)

Purpose Defines the employee type(s) that determines the employees whose individual assignments can be viewed in this menu function.


Links from the Employee/Provider Table, â

System Use Employee Type Options are defined in the Employee Type Table, âet(“ate”), and linked to an employee in the Employee/Provider Table, â, Employee-specific level, Employee Type(s) field.

When this push parameter is not defined, all employee types can be viewed in this menu function.

Terminal Default? (Continued)


Chapter 12

Provider Register

Overview The Provider Register menu function is a display-only menu function and is used to view the staff currently assigned to a specific patient. This menu function provides quick access to the information needed to contact a responsible provider.

Function AttributesTable Relationship Links FROM Tables TO Provider Register menu function:

None


Required

Return Data Type push parameter – visit


Yes

Department Usage Administrative ServicesAdministrative services use this menu function to determine the provider(s) to contact in order to communicate information relating to a specific patient.

Diagnostic/ Therapeutic ServicesDiagnostic/therapeutic services use this menu function to determine who to contact to report results and/or communicate information relating to a specific patient.

Patient Care ServicesPatient care services use this menu function to determine the provider(s) to contact in order to report results and/or communicate information relating to a specific patient.



DescriptionOnce the Provider Register menu function is accessed, a visit must be identified. After a visit is identified, the System displays the Provider Register Screen.

Provider Register ScreenThe Provider Register Screen displays information relating to the staff responsible for a patient's care.

Field ReferenceThe following fields can display on the Provider Register Screen:

FIELD DESCRIPTION

Primary The primary physician, also called the attending physician, is the physician primarily responsible for the patient's care. A resident or resident service can also be assigned as the primary physician. A patient can only have one primary physician defined at any one time.

Preceptor The preceptor is the physician responsible for the resident defined as the primary physician. A preceptor is required only when a resident is defined as the primary physician.

Consulting(s) A consulting physician is a physician who has been asked to provide an opinion on a particular aspect of the patient's condition and, in some cases, to recommend and provide treatment. Multiple consulting physicians can be defined.

Chapter 12 Provider Register


Staff InformationFor each staff member, the System displays the following information:

Resident(s) The System displays the resident(s) who is assigned to the patient. This list does not include residents who are defined as the primary or additional responsible physician.

Add'l Resp The additional responsible physician performs the same role as the primary physician. The additional responsible physician is mainly used where the attending physician, although primarily responsible for the patient's care, delegates much of the responsibility to a resident or resident service.

Usual Phys(s) The patient's usual physician is the physician whom the patient regularly sees (e.g., primary care physician). This field only displays when a physician(s) has been defined in the Registration Screen Sequence Table, ^rt("rs"), Patient Usual Physicians data element during registration processing.

Personal List The personal list physician is a physician who was previously assigned to a patient, or is familiar with a patient's case, who elects to follow the patient by being added to the personal list.

Staff Assignment The System displays all employees who are directly assigned to the patient, the bed the patient occupies, or the bed the patient is assigned. The staff members are listed under the staffing group heading with which they are associated. Employees are associated with a staffing group(s) in the Staff Scheduling Group Table, âet("sg"), based on their employee type. Employee types are defined for each employee in the Employee/Provider Table, âe, Facility-specific level, Employee Type(s) field.


Employee/provider name Displays the name of the staff member as defined in the Employee/Provider Table, âe, Employee Name field.

Employee number The System provides the ability to display an employee-specific number on the Provider Register Screen. Number types are defined in the Employee External Number Type Table, âet("en"). The actual numbers that display on the screen are defined in the Employee/Provider Table, âe, Facility-specific level, Employee Number(s) field.

The employee number type and the heading that displays above the number column on the Provider Register Screen are based on the definition of the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Provider Reg. Ext. Number Type and Provider Reg. Ext. Number Heading fields.

Physician group When the physician belongs to a physician group, the name of the group displays on the Provider Register Screen. Physician groups are defined in the Physician Group Table, âet("pg"), and associated with each physician in the Employee/Provider Table, âe, Provider Group field.

FIELD DESCRIPTION



View Resident ServiceWhen a resident service is assigned to the patient, the residents and attending staff associated with the resident service can be viewed by choosing the view resident service processing option. Choosing this processing option causes the System to display the Resident Service Screen (see the figure below). This processing option only displays when a resident service is assigned to the patient.

Consult RemovalWhen the user accessing this menu function is a physician defined as the consultant, he/she can choose to terminate the consult by choosing the remove yourself as consulting physician processing option from the Provider Register Screen. This processing option only displays when the physician is defined as a consulting physician for the patient. When a consultant removes the assignment to the patient through this menu function, a physician change event is automatically generated as an audit trail of the removal. This change event can be viewed in chart review and on the patient schedule.


Physician service The medical service associated with the physician displays. Medical services are defined in the Physician Service/Department/Specialty Table, ^aet("ps"), and linked to each physician in the Employee/Provider Table, ^ae, Facility-specific level, Specialty(s) field. When a physician is associated with multiple services, the service selected during the visit or assignment process displays.



Chapter 13

Beeper Assignment

Overview The Beeper Assignment menu function is used to assign a temporary beeper number to an employee. For example, a primary nurse can be assigned a beeper each shift. Individuals wishing to contact the primary nurse can do so by paging him/her. Also, even though a physician is usually assigned a permanent beeper, he/she may provide extra coverage on nights and weekends and can utilize a temporary beeper during this time period. The System displays the temporary beeper number in all places throughout the System the provider's beeper number displays (e.g., Provider Register menu function) for the period of time the beeper assignment is active.

Temporary beeper numbers can also be assigned in the Staff Assignment Queue and Staff Queue Assignment By Employee menu functions.

Function AttributesTable Relationship Links FROM Tables TO Beeper Assignment menu function:

None


Not Required


Yes

Department Usage Administrative ServicesAdministrative services use this menu function to assign a temporary beeper number to the weekend administrator. For example, the administrator in charge during the weekend usually carries a beeper to enable personnel to contact him/her in an emergency. This menu function can also be used to assign temporary beeper numbers to personnel who are on call.



Description Once the Beeper Assignment menu function is accessed, the QuadraMed CPR System prompts for an employee to be identified. The System defaults to the current user. Standard employee identification methods can be used. For a complete description of these methods, see Chapter 1, Employee/Provider Identification.

Beeper Assignment ScreenOnce an employee is identified, the System displays the Beeper Assignment Screen (see the figure on the next page). When the employee has a current temporary beeper assignment, this screen displays the current beeper assignment information. The current beeper assignment can be edited.

Diagnostic/ Therapeutic ServicesDiagnostic/therapeutic services use this menu function to assign temporary beeper numbers to personnel (e.g., respiratory therapists, phlebotomists). This menu function can also be used to assign temporary beeper numbers to personnel who are on call.

Medical StaffThe medical staff uses this menu function to assign a temporary beeper number to a physician. For example, even though a physician is usually assigned a permanent beeper, he/she may provide extra coverage on nights and weekends and can utilize a temporary beeper during this time period. This menu function can also be used to assign temporary beeper numbers to personnel who are on call.

Patient Care ServicesPatient care services use this menu function to assign temporary beeper numbers to patient care providers. For example, a primary nurse can be assigned a beeper each shift. Individuals wishing to contact the primary nurse can do so by paging him/her. This menu function can also be used to assign temporary beeper numbers to personnel who are on call.

Support ServicesSupport services use this menu function to assign temporary beeper numbers to personnel (e.g., social workers, home health care personnel). This menu function can also be used to assign temporary beeper numbers to personnel who are on call.

Chapter 13 Beeper Assignment


Field ReferenceThe following required fields display on this screen:

Once the temporary beeper assignment information is defined, the System prompts to accept the beeper assignment. When the beeper assignment is accepted, the System displays the temporary beeper number in all places throughout the System the provider's beeper number displays (e.g., Telephone Directory menu function) for the period of time the beeper assignment is active. The currently active beeper number overrides the display of the beeper number defined for the employee in the Employee/Provider Table, âe, Facility-specific level, Employee Number(s) field.

FIELD DESCRIPTION

Beeper Number Displays the temporary beeper number. The beeper number must be entered in a format defined in the Employee External Number Type Table, âet("en"), External Number Type level, Format(s) field. The EXPD key can be pressed to view the possible format(s). When an acceptable number is entered in an incorrect format, the System can display the entered number in the acceptable Code Format Options and prompt to select a code format.

For example, the Employee External Number Type Table, âet("en"), External Number Type level, Format(s) field is defined as A-999 and A/999. When the user enters L123 in this field, the System displays the L-123 and L/123 Code Format Options and prompts for one to be selected.

Start Time Displays the start date/time of the temporary beeper assignment.

Stop Time Displays the stop date/time of the temporary beeper assignment. A stop time can be entered or the stop time can be defined as indefinite.



Beeper Assignment RemovalWhen the System Parameter Table, ^%z, Order Comm System Parameters subfile, Facility-specific level, Miscellaneous Parameters Screen, Allow Auto Delete of Staff Assignment Queue(s)? field is defined as yes, the System deletes the temporary beeper number and all the employee's current active queue assignments when the stop time entered in this menu function, the Staff Queue Assignment By Employee, or the Staff Assignment Queue menu function is reached. When the Allow Auto Delete of Staff Assignment Queue(s)? field is defined as no, the System deletes the temporary beeper number when the temporary beeper stop time is reached. However, the employee's current active queue assignments remain active.



Chapter 14

Staff Sign Out/Reassign

Overview The Staff Sign Out/Reassign menu function is used to allow employees to deactivate their work assignments and/or reassign their assignments to another employee at the end of the workday. An employee is deassigned or unlinked from assigned work queues, tasks, and breaks after signing out at the end of each shift.

Function AttributesTable Relationship Links FROM Tables TO Staff Sign Out/Reassign menu function:

None


Not Required

Department Usage Home HealthHome health uses this menu function to deactivate assignments from each home health care provider's work queue at the end of each shift.

LaboratoryPhlebotomists use this menu function to remove or reassign specimen collection events at the end of each shift.

NursingNursing uses this menu function to deactivate each nursing staff member's assignments at the end of each shift.

RehabilitationRehabilitation departments (i.e., physical therapy, speech therapy) use this menu function to remove assignments from therapists' work queues at the end of each shift.



DescriptionThe Staff Sign Out/Reassign menu function allows employees to deactivate or reassign individual assignments, as well as all assignments for a scheduled date/time.

Current Assignments ScreenOnce the Staff Sign Out/Reassign menu function is accessed, the System displays the Current Assignments Screen (see the figure below).

This screen displays the assignments (e.g., areas, patients, beds, breaks, or tasks) for which the employee is responsible. Current assignments display separated by staffing group and assignment start time. The start times that display on this screen have been defined in the Staff Scheduling, Staff Assignment Queue, and/or Staff Queue Assignment By Employee menu functions. The employee can select the assignment(s) to deactivate or choose to reassign current assignments to another employee.

Respiratory CareRespiratory care uses this menu function to deactivate each respiratory therapist's assignments at the end of each shift.

Social ServicesSocial services use this menu function to remove or reassign each social worker's assignments at the end of each shift.



Assignment DeactivationAn assignment is not automatically deactivated; each assignment must be deactivated by the employee. When an assignment(s) is selected to deactivate, the System searches the work queue(s) of the selected assignment(s) for events scheduled previous to the current time that have not been completed. When no incomplete events exist, the option number(s) corresponding to the assignment(s) blinks. Once the deactivation is accepted, the System removes the assignment and exits this menu function.

When the user selects an assignment whose work queue contains incomplete events, the System displays the Sign-Out Incomplete Events Screen (see the figure below).

Field ReferenceThe following information displays on this screen:

When the user selects a scheduled date and time to deactivate (e.g., option 1 in the figure above), all assignments included in that scheduled date and time are deactivated.

FIELD DESCRIPTION

Date/time Displays the date and time the event was scheduled to be performed or was partially documented.

Location Displays the patient's current location.


Procedure Displays the procedure name.

Status Displays the status of the incomplete event.

Assignment Displays the provider to whom the event is assigned.




Accept sign-outAllows the assignment to be deactivated even though incomplete events exist in the work queue. When this processing option is chosen, the System removes the assignment(s) from the Current Assignments Screen and exits this menu function.

Process work queueAllows the employee to access his/her work queue. When this processing option is chosen, the System displays the employee's work queue so incomplete events can be processed, assigned to another employee, deassigned, or resolved.

Continue editingAllows the list of current assignments to be edited. When this processing option is chosen, the System displays the Current Assignments Screen. For a complete description of this screen, see page 118.

Reassignment Instead of deactivating work assignments, an employee can transfer assignments to another employee. When the reassign processing option is chosen from the Current Assignments Screen, the System prompts to select the assignment(s) to reassign. Once an assignment(s) is selected, the System prompts to identify the employee to whom the assignment should be transferred. An employee can be identified using standard employee identification methods. For a complete description of these methods, see Chapter 1, Employee/Provider Identification.

Only employees who have an employee type defined in the Employee Type(s) push parameter of this menu function can be defined. Employee types are defined for an employee in the Employee/Provider Table, ^ae, Facility-specific level, Employee Type(s) field.

Once the reassignment is accepted, the System removes the assignment from the Current Assignments Screen and exits this menu function. The System transfers the assignment to the reassignment employee's work queue, where it is automatically activated.

Once an assignment is deactivated/reassigned in this menu function, the System generates a staff assignment archive event that can be viewed on the Staff Queue Assignment View menu function, Audit Trail Screen. For a complete description of the staff assignment audit trail, see Chapter 11, Staff Queue Assignment View.

For a complete description of work queues, see Chapter 10, Work Queue in the Result Processing Function Reference.

When the user selects a scheduled date and time to reassign (e.g., option 1 in the figure above), all assignments included in that scheduled date and time are reassigned to the specified employee.



Push Parameters

Employee Type(s)

Purpose Defines the employee type(s) that determines the employees to whom assignments can be reassigned in this menu function.


Links from Employee Type Table, ^aet("et")

System Use Employee types are defined for an employee in the Employee Provider Table, ^ae, Facility-specific level, Employee Type(s) field.

When this push parameter is not defined, all employee types can be accessed.


Chapter 15

Physician Personal List

Overview The Physician Personal List menu function allows a physician to maintain a list of patients for which he/she is not currently responsible (i.e., assigned to), but wishes to track. This list can contain patients to whom a physician was previously assigned or patients with whose case the physician is familiar and would like to follow for a period of time. A personal list physician is not assigned to a patient as an attending, consulting, or additional responsible physician; therefore, he/she is not considered responsible for the patient.

A personal list physician can generate orders for the patient(s) and review all other orders through the Physician Processor or Physician Review Queue menu function; however, a personal list physician can only sign orders that he/she has generated. The items listed in the review queue for a personal list physician are copies of what displays in the attending physician's review queue. The removal of items from the personal physician queue does not affect the attending, consulting, or additional responsible physicians' queues.

Physician personal list processing can also be performed in the Physician Processor menu function when the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Physician Data Screen, Allow Phys. Personal List Processing? field is defined as yes.

Function AttributesTable Relationship Links FROM Tables TO Physician Personal List menu function:

None


Not Required



Description Once the Physician Personal List menu function is accessed, the QuadraMed CPR System either prompts for a physician to be identified or displays the Physician Personal List Screen, depending on how the Employee push parameter of this menu function is defined.

Physician IdentificationWhen the Employee push parameter is defined as select employee, the System prompts for a physician to be identified when this menu function is accessed. A physician can be identified using standard employee/provider identification methods. For a complete description of identifying physicians, see Chapter 1, Employee/Provider Identification.

When the Employee push parameter of this menu function is defined as current user, the System displays the personal patient list of the employee accessing this menu function. When the Employee push parameter is defined as a specific physician, the System displays the personal patient list of the specified physician.

Physician Personal List ScreenOnce a physician has been identified, or when the Employee push parameter of this menu function is defined as current user or a specific physician, the System displays the Physician Personal List Screen (see the figure on the next page).

The Physician Personal List Screen displays a list of patients currently being tracked by the physician.

Department Usage Medical StaffThe medical staff uses this menu function to allow each physician to maintain his/her own list of personal patients. Physicians can track other patients who have had outpatient tests and treatments, allowing quick access to those patients' electronic charts. Sometimes physician support staff, such as office personnel, maintain this list for the physician.



Field ReferenceThe following information displays on this screen:

FIELD DESCRIPTION


Location Displays the patient's home location.

Number Displays the patient's medical record number.

Visit number Displays the patient's visit number.

Sex Displays the patient's sex.

Age Displays the patient's age.

Physician Displays the short name of the patient's attending physician or resident service assigned as attending physician.



Processing OptionsThe following processing options display on the Physician Personal List Screen:

AddAllows a patient to be added to the physician's personal list. When this processing option is chosen, the System prompts for a patient to be identified. Patient identification methods are defined in the Visit Add Default Inquiry(s) and Visit Add Expand Menu push parameters of this menu function.

The Physician Personal List menu function allows addition of all non-closed visit types defined in the Physician Processor menu function, Default Inquiry(s) push parameter, Default Inquiry field(s), Visit Type/Status List subfield and in the Visit Add Default Inquiry(s) push parameter, Default Inquiry field(s), Visit Type/Status List subfield of this menu function. This allows a pending visit that is added to a physician's personal list, either in this menu function or through the personal list(L) processing option in the Physician Processor menu function, to be deleted once the visit becomes active.

Once a patient is identified, the System displays the patient demographic heading and prompts to accept the addition or continue editing. Once the addition is accepted, the System checks the identified patient against the patient(s) currently on the physician's personal list. Duplicate patient visits cannot be added; however, a different visit for the same patient can be added. Patients to whom the physician is assigned as the primary, consulting, or additional responsible physician cannot be added to the personal list. A patient can be included on the personal list of more than one physician.

Once a patient is added, the System displays the patient on the Physician Personal List Screen; the Physician Processor menu function, Patient List Screen; and the Physician Review Queue menu function, Physician Review Queue Summary Screen. Personal list patients display in dim text on the Patient List and Physician Review Queue Summary Screens.

DeleteAllows a patient(s) to be removed from the physician's personal list. When this processing option is chosen, the System prompts to select a patient(s) to delete. Each delete request must be verified. After verification, the System removes the patient from the Physician Personal List Screen and the physician's patient list in the Physician Processor menu function.

For a complete description of the physician patient list display, see Chapter 16, Physician Processor in the Patient Data Review Function Reference.

Patients can also be added to a physician's personal list through the Physician Processor and Physician Assignment Editor menu functions.



A print icon displays when a report is defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Reg/ADT Reports and Message Definitions Screen, Personal List Census Report field. Pressing the PRINT key allows this report to be printed.

Push Parameters

Employee

Purpose Defines the physician for whom the Physician Personal List Screen displays when this menu function is accessed.

Input Physician ID

Current user

Select physician

Defaults to select employee

System Use Physician ID – Displays the Physician Personal List Screen for this physician when this menu function is accessed. A physician can be identified using standard employee/provider identification methods. For a complete description of identifying physicians, see Chapter 1, Employee/Provider Identification. Physicians are defined in the Employee/Provider Table, ^ae.

Current user – Displays the Physician Personal List Screen for the employee accessing this menu function.

Select physician – Indicates the System prompts for a physician to be identified when this menu function is accessed.

Visit Add Default Inquiry(s)

Defines the method used to identify patients at various terminals when a patient is added to the physician's personal list.

Visit Add Expand Menu

Defines the Patient Identification Expand Screen that displays when the EXPD key is pressed at the patient identification prompt.



Display Pt Cautions?

Purpose Defines whether patient precautions display as part of the patient/visit demographic header.

Input Yes/No

Defaults to no

System Use Yes – Displays patient precautions as part of the patient/visit identification header. The System displays the word Cautions above the patient/visit header. The data that displays as the patient precautions is defined in the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, Facility-specific level, Header Strip Definitions Screen, Patient Caution(s) field.

No – Indicates patient precautions do not display.


Chapter 16

Employee Type Editor

Overview The Employee Type Editor menu function is used to temporarily assign an employee type to a user. This functionality provides the ability for users (e.g., residents, students) to be included in various employee type populations as they progress through their clinical rotations.

Function AttributesTable Relationship Links FROM Tables TO Employee Type Editor menu function:

None


Not Required

Department Usage CardiologyCardiology uses this menu function to assign residents rotating through cardiology the ability to function as a cardiologist.

LaboratoryLaboratory uses this menu function to assign residents rotating through the laboratory the ability to function as a pathologist.

Medical StaffMedical Staff uses this menu function to assign residents the ability to function as a physician.

RadiologyRadiology uses this menu function to assign residents rotating through radiology the ability to function as a radiologist.

SurgerySurgery uses this menu function to assign residents rotating through Surgery the ability to function as a surgeon.



Description Once the Employee Type Editor menu function is accessed, the QuadraMed CPR System prompts for the identification of the employee or displays a list of employee types assigned to an employee.

Employee IdentificationThe System prompts for the employee to be identified for whom the employee type is to be changed. The System uses the employee identification method defined in the Employee push parameter of this menu function to determine the employee identification method used. Pressing the EXPD key can help in selecting the employee/provider.

Changing an Employee TypeAfter an employee has been identified, the System displays a list of all the employee types assigned to the employee/provider (see the figure below).


PROCESSING OPTION DESCRIPTION

Add This option allows employee types to be assigned to the employee/provider. The System displays a list of employee types to be selected. The employee types available for selection are limited to those defined in the Employee Type(s) push parameter of this menu function. Employee type(s) can also be linked to a user in the Employee/Provider Table, ^ae, Employee Type(s) field.

Delete This option allows a defined employee type to be deleted from the list. After this option is chosen, the System prompts for the employee type to delete.

Chapter 16 Employee Type Editor


Push Parameters

Employee Type(s)

Purpose Defines the employee type(s) that can be assigned to an employee or provider using this menu function.


Links from Employee Type Table, ^aet("et")

System Use Displays a list of all the employee types defined and allows multiple employee types to be selected.

Employee

Purpose Defines the method of employee identification used to access an employee or provider.

Input Default provider ID

Current user

Ask user

Defaults to ask user

System Use Default provider ID – Allows the selection of a single employee or provider from the Employee/Provider Table, ^ae. When this option is chosen, the System always defaults to the defined employee when this menu function is accessed.

Current user – Defaults to the user accessing this menu function.

Ask user – When this option is chosen, the System prompts for the identification of an employee or provider when this menu function is accessed.


Chapter 17

Patient Acuity Display

Overview The Patient Acuity Display menu function is used to view patient predicted care hours (PCH) and staffing requirements for a particular date and shift. The predicted care hours required of each employee type can be displayed by patient, by location or totaled for an area group.

This menu function periodically scans the System for patient and acuity-related information (e.g., diagnoses, scheduled procedures, time estimates, multipliers, etc.), and calculates the predicted patient care information. The result of these periodic scans is an updated patient acuity display. The Patient Acuity Display menu function enables continual assessment of patient acuity levels and effective scheduling of available employee resources.

This menu function calculates predicted acuity data for the following:

Active inpatients and short stay patients

The System uses the following mathematical formula to calculate predicted care hour requirements by patient: S procedure time standards x all other standard patient multipliers x all other standard shift multipliers x personal fatigue and delay (PFD) + (shift length / 24 hours x other standard patient times x PFD) + (other standard shift times for shift being calculated / unit census x PFD) + (other standard employee type times x number of employees / unit census)

Inpatients and short stay patients with a visit status of pending or pre-admit

The System uses the following mathematical formula to calculate predicted care hour requirements by patient: ICD-9 diagnosis care hours x all other standard patient multipliers x all other standard shift multipliers x personal fatigue and delay (PFD) + (shift length / 24 hours x other standard patient times x PFD) + (other standard shift times for shift being calculated / unit census x PFD) + (other standard employee type times x number of employees / unit census)



Patients who have a dramatic change in condition following a procedure (e.g., cardio-thoracic surgery)

The System uses the following mathematical formula to calculate predicted care hour requirements by patient prior to the scheduled procedure: S procedure time standards x all other standard patient multipliers x all other standard shift multipliers x personal fatigue and delay (PFD) + (shift length / 24 hours x other standard patient times x PFD) + (other standard shift times for shift being calculated / unit census x PFD) + (other standard employee type times x number of employees / unit census)

For the initial predicted care hour requirements following a procedure with a defined post procedure acuity, the System uses the post procedure acuity time(s) defined in the Procedure Table, ̂ t, Department Processing Screen, Patient Acuity Information field, Post Procedure Acuity and Procedure and Recovery Time subfields. The System then performs the routine mathematical formula defined above.

The procedure time standards and post procedure acuity used in the calculations defined above are defined in the Procedure Table, ^t, Department Processing Screen, Patient Acuity Information field. The other standard time factors and multipliers, ICD-9 diagnosis care hours and personal fatigue and delay (PFD) are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions and Diagnosis Based Acuities subfiles.

Function Attributes

Description Once the Patient Acuity Display menu function is accessed, the System displays either the Acuity Summary Screen or the Acuity Classification Summary Screen, depending on how the Display Classification? push parameter of this menu function is defined.

Table Relationship Links FROM Tables TO Patient Acuity Display menu function:

None


Not Required

Department Usage NursingNursing uses this menu function to provide an efficient and effective method of predicting the nursing resource requirements for patients over a specified period of time. This menu function both quantifies the patients' care requirements and calculates the projected staffing requirements by employee type.



Acuity Summary ScreenWhen the Display Classification? push parameter of this menu function is defined as no, the System displays the Acuity Summary Screen (see the figure below).

Field ReferenceThis screen displays the following information:

PCH for Date/Shift – Displays the date and shift hours relative to the information being viewed. The initial display is the current date and the next shift.

Calculated at – Displays the date and time the System started the scan to calculate the acuity information being viewed.

Location – Displays the area(s) defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Areas field.

Census – Displays the total number of patients included in the calculation for this area.

Employee Type – Displays the employee type(s) that an employee must have in order to care for the patients in a particular area. The employee types that display are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Other Standard Options level, Other Standard Data field, and in the Procedure Table, ^t, Department Processing Screen, Patient Acuity Information field, Procedure Acuity subfield.

This number may not match the area's actual census due to pending admissions, patient discharges, transfers, etc. that can occur between the latest acuity update scan time and the viewing time. For example, when a patient is scheduled to be discharged at 1400, the System calculates acuity for the patient up until 1400. After that time, the System no longer includes that patient in any acuity calculations.



Predicted CH – Displays the predicted number of patient care hours calculated for each employee type, for each location. This can include non-paid employee time (e.g., lunch) when the Display Non-Paid Time? push parameter of this menu function is defined as yes.

Predicted Staff – Displays the predicted number of required staff for each employee type, for each location.

Go Icon – Allows a past or future date to be viewed. The System defaults to now.

Expand Icon – Allows the Acuity Summary Screen to be viewed for another area group. The area group options that display are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile. The System defaults to the area group defined in the Area Group push parameter of this menu function.

Processing OptionsThe following processing options are available:


Select area(s) to view Displays the Area Acuity Summary Screen. For a complete description of this screen, see Acuity Summary Screen on page 135.

Next shift Displays the calculated acuity information for the next shift.

Previous shift Displays the calculated acuity information for the previous shift.

Total Displays the Acuity Facility Summary Screen (see the figure below).



Acuity Facility Summary ScreenIn addition to the PCH for Date/Shift and Calculated at information, this screen displays the following information for the currently selected areas; that is, the area(s) defined for the area group linked to this menu function in the Area Group push parameter. An area is defined for an area group in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile.

Employee Type – Displays the employee type(s) required to care for the patients in the area group. The employee type(s) that displays is defined in the Employee Type Table, ^aet("et"), Employee Type Short Name field.

PCH – Displays the totals of the acuity calculation, in hours, for each employee type for all areas in the area group. This can include non-paid employee time (e.g., lunch) when the Display Non-Paid Time? push parameter of this menu function is defined as yes.

Predicted Staff – Displays the predicted number of required staff for each employee type for all areas in the area group.

Class Totals – Displays the patient classification categories defined for the area group linked to this menu function in the Area Group push parameter. Patients are sorted into classification categories based on the predicted care hour requirements. A classification category is defined for an area group in the Patient Acuity Table, ^nt("pa"), Classification Systems subfile. This column also displays the patient totals for each category.


Acuity Classification Summary ScreenWhen the Display Classification? push parameter of this menu function is defined as yes, the System displays the Acuity Classification Summary Screen (see the figure on the next page).


Next shift Displays the total calculated acuity information for the next shift.

Previous shift Displays the total calculated acuity information for the previous shift.

Go Icon Allows a past or future date to be viewed. The System defaults to now.



This screen displays the following information:

FIELD DESCRIPTION

PCH for Date/Shift Displays the date and shift hours relative to the information being viewed. The initial display is the current date and the next shift.

Calculated at Displays the date and time System started the scan to calculate the acuity information being viewed.

Location Displays the area(s) defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Areas field.

Census Displays the total number of patients included in the calculation for this area. This number may not match the area's actual census due to pending admissions, patient discharges, transfers, etc. that can occur between the latest acuity update scan time and the viewing time. For example, when a patient is scheduled to be discharged at 1400, the System calculates acuity for the patient up until 1400. After that time the System no longer includes that patient in any acuity calculations.

Employee Type Displays the employee type(s) that an employee must have in order to care for the patients in a particular area. The employee type(s) that displays is defined in the Employee Type Table, ^aet("et"), Employee Type Short Name field.

Predict CH Displays the predicted number of patient care hours calculated for each employee type, for each location. This can include non-paid employee time (e.g., lunch) when the Display Non-Paid Time? push parameter of this menu function is defined as yes.

Predict Staff Displays the predicted number of required staff for each employee type, for each location.

Class/Total Displays the patient classification categories defined for the area group linked to this menu function in the Area Group push parameter. A classification category is defined for an area group in the Patient Acuity Table, ^nt("pa"), Classification Systems subfile. This column also displays the patient totals for each category.



The following processing options display on the Acuity Classification Summary Screen:

Area Acuity SummaryWhen an area is selected from the Acuity Summary Screen or the Acuity Classification Summary Screen, the System displays the Area Acuity Summary Screen (see the figure below).

In addition to the PCH for Date/Shift, Calculated at, and Census information, this screen displays the following information:

Class Hours Displays the hours associated with each classification category defined for the area group in the Patient Acuity Table, ^nt("pa"), Classification Systems subfile.


Expand Icon Allows the Acuity Summary Screen to be viewed for another area group. The area group options that display are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile. The System defaults to the area group defined in the Area Group push parameter of this menu function.


Select area(s) to view Displays the Area Acuity Summary Screen. For a complete description of this screen, see the Area Acuity Summary section on page 139.

Next shift Displays the calculated acuity information for the next shift.

Previous shift Displays the calculated acuity information for the previous shift.

Total Displays the Acuity Facility Summary Screen. For a complete description of this screen, see the Acuity Facility Summary section on page 137.

FIELD DESCRIPTION



The following processing options can display on the Area Acuity Summary Screen:

Select patient(s) to viewDisplays the Patient Acuity Summary Screen. For a complete description of this screen, see the Patient Acuity Summary section on page 141.

Alpha sortDisplays the patient acuity information in alphabetical order by patient last name.

Time sortDisplays the patient acuity information by the number of predicted care hours in descending order.

Location sortDisplays the patient acuity information in home location order.

RerunAllows the acuity calculation to be rerun. Displays the following additional processing options:

Select patient(s) to rerun – Causes the System to recalculate the patient acuity data for the selected patient(s), beginning with the shift being viewed.

All – Causes the System to recalculate the patient acuity data for all patients in the area group, beginning with the shift being viewed.

FIELD DESCRIPTION

Patient Displays the name of the patient(s) who is included in the patient acuity calculation for this area. The order in which the patients display depends on how the Initial Sort Type push parameter of this menu function is defined.

Location Displays in the patient's home location order (e.g., 5101, 5102, 5103).

Status Displays pending transfer and/or discharge events into or out of the area.

Employee Type Displays the employee types required to care for each patient in the area. The employee type(s) that displays is defined in the Employee Type Table, ^aet("et"), Employee Type Short Name field.

Predict CH Displays the predicted number of patient care hours calculated for each employee type, for each patient.

Predict Staff Displays the predicted number of required staff for each employee type, for each patient.




Go IconAllows a past or future date to be viewed. The System defaults to now.

Patient Acuity SummaryWhen a patient is selected from the Area Acuity Summary Screen, the System displays the Patient Acuity Summary Screen (see the figure below).

In addition to the PCH for Date/Shift and Calculated at information, this screen can display the following information for the patient. Pressing the ENTER key from this screen redisplays the Area Acuity Summary Screen.

ProcedureDisplays the procedure(s) included in the acuity calculation for the shift being viewed. Procedures included have time standards by employee type defined in the Procedure Table, ^t, Department Processing Screen, Patient Acuity Information field, Procedure Acuity subfield.

Admit AcuityDisplays an admission diagnosis (ICD-9) time standard, by employee type. These procedures are defined in the Patient Acuity Table, ^nt ("pa"), Diagnosis Based Acuities subfile. This information only displays for inpatients and short stay patients with a pending or pre-admit status.

The calculation can also be run independently using the Patient Acuity Processor menu function.



PPA ProcedureDisplays a post-procedure acuity (PPA) time standard, by employee type. These procedures are defined in the Procedure Table, ^t, Department Processing Screen, Patient Acuity Information field, Post Procedure Acuity subfield. This information only displays when the procedure is defined as a post-procedure acuity procedure. For example, when a patient is scheduled for surgery at 1000 the next morning, the System uses the standard acuity calculation until the time the patient goes to surgery. While the patient is in surgery, the calculation stops until the time the patient is scheduled to return to the unit. When the patient returns to the unit, the System calculates acuity data based on the PPA Procedure time. This time is used to calculate the extra care hours that will be needed to care for the patient after surgery.

Employee TypeDisplays the employee type(s) for direct activities required to care for patients in a particular area. The employee type(s) that displays is defined in the Employee Type Table, ^aet("et"), Employee Type Short Name field.

TimeDisplays the time standard in minutes, by employee type, for each procedure included in the acuity calculation for the shift being viewed. Time standard information is defined in the Procedure Table, ^t, Department Processing Screen, Patient Acuity Information field, Procedure and Recovery Time subfield.

OccurrencesDisplays the number of times the procedure was counted in the acuity calculation for the currently displayed shift.

Total TimeDisplays the total time, in minutes, by procedure for each employee type included in the acuity calculation for the shift being viewed. In essence, the total time is the time multiplied by the number of occurrences.

Indirect/UnitDisplays the name(s) of the Other Standard Option(s) included in the acuity calculation for the shift being viewed. Other Standard Options are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Other Standard Options level.

Employee TypeDisplays the employee type(s) for Other Standard Option(s) activities required to care for patients in a particular area.



Time FactorDisplays the time, in minutes, for each Other Standard Time Option included in the acuity calculation for the shift being viewed. Time factors are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Other Standard Options level, Other Standard Data field.

Time MultiplierDisplays the time multiplier for each Other Standard Multiplier Option included in the acuity calculation for the shift being viewed. Time multipliers are defined in the Patient Acuity Table, ^nt("pa"), Area Group Definitions subfile, Other Standard Options level, Other Standard Data field.

Push Parameters

Area Group

Purpose Defines the area group(s) that displays when this menu function is accessed. Area Group Options are defined in the Patient Acuity Table, ^nt(“pa”), Area Group Definitions subfile.


Links from the Patient Acuity Table, ^nt(“pa”)

System Use Displays these area groups for selection when the menu function is accessed

Display Classification?

Purpose Defines whether patient classification categories display when this menu function is accessed.

Input Yes/No

Defaults to no

System Use Yes – Displays the Acuity Classification Summary Screen and indicates patient classification categories display when this menu function is accessed. Classification categories are defined in the Patient Acuity Table, ^nt(“pa”), Classification Systems subfile.

No – Displays the Acuity Summary Screen and indicates patient classification categories do not display when this menu function is accessed.

Display Non-Paid Time?

Purpose Defines whether non-paid employee type time (e.g., lunch) is included in the acuity calculation. This push parameter also defines whether acuity totals display as integers or decimals.



Input Yes/No

Defaults to no

System Use Yes – Includes non-paid employee time in the calculation and the totals display in decimals.

No – Excludes non-paid employee time in the calculation and the totals display as integers.

Initial Sort Type

Purpose Defines the initial sort type in which patients display in this menu function.

Input Care hours in descending order

Home location

Patient

Defaults to patient

System Use Care hours in descending order – Displays the patients by the number of patient care hours in descending order.

Home location – Displays the patients in home location order.

Patient – Displays the patients in alphabetical order.

NOTE: Even when this push parameter is defined, the remaining options display as processing options on the Area Acuity Summary Screen.

Display Non-Paid Time? (Continued)


Chapter 18

Patient Acuity Processor

Overview The Patient Acuity Processor menu function is used to run the acuity calculation in order to view the most recent acuity calculations in the Patient Acuity Display menu function.

Function Attributes

Description Once the Patient Acuity Processor menu function is accessed, the QuadraMed CPR System displays the message Job queued!. This menu function is only used to run the acuity calculation for the Patient Acuity Display menu function. It does not allow acuity information to be accessed.


Table Relationship Links FROM Tables TO Patient Acuity Processor menu function:

None


Not Required

Department Usage NursingNursing uses this menu function to run the Patient Acuity Display menu function, acuity calculation.


Chapter 19

Provider Matching

OverviewThe Provider Matching menu function is used to enable the most appropriate provider to be selected for a patient. For example, HMO members are required to choose a primary care physician (PCP) to serve as their personal doctor. The primary care physician, at times, must select other providers (e.g., a specialist, laboratory, imaging center, etc.) to which to refer the patient. Provider matching enables the selection of the patient’s primary care physician and other providers to be quickly and easily performed and ensures the patient receives services from the most appropriate providers.

Provider matching can also be used in a home health setting. A patient, as well as a care provider, may have preferences in regard to language, smoking, or pets in the home. Provider matching handles these additional criteria when performing provider/resource matching.

The functionality included in this menu function is also available within the Order Entry menu function, the resource scheduling menu functions, and during the registration process.

Function AttributesTable Relationship Links FROM Tables TO Provider Matching menu function:

Care Provider Relationship Table, ^rt(“cp”)Facility Type Table, ^rt(“ft”)Provider Network Table, ^rt(“pn”)Resource Type Table, ^nt(“rct”)


Not Required



DescriptionOnce the Provider Matching menu function is accessed, the System displays the Patient Preference Screen. Provider matching can be performed without identifying a patient. When no patient is identified, the System performs matching based on the information entered into the Patient Preference Screen (see the figure below).

Department Usage Admitting/ RegistrationAdmitting/registration uses this menu function when considering patient preferences for medical services during selection of a primary care physician.

ClinicsClinics use this menu function when considering patient preferences for medical services when referring a patient to a specialist or other services.

Home HealthHome health uses this menu function when considering patient and provider preferences for home health patients and staff when scheduling home health visits.

Medical StaffMedical staff uses this menu function when considering patient preferences for medical services during the course of patient care.

NursingNursing uses this menu function to consider patient preferences when ordering consulting physicians during a hospital stay.



When the enterprise wishes to perform provider matching based on previously-defined patient preferences, the Patient Identification menu function needs to be defined prior to performing provider matching. Once a patient is identified, the System displays the patient header above the Patient Preference Screen and defaults all previously defined patient preferences into the corresponding patient preference fields (see the figure below). Patient preferences are defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element.

Field ReferenceThe following fields can display on the Patient Preference Screen:

Provider TypeDefines the type(s) of provider to be found for the member (e.g., primary care provider (PCP), endocrinologist, home health aide, laboratory, imaging center, etc.) Once this field is accessed, the System prompts for a provider type to be selected or to click (F) Facility. Provider type information is defined in the Care Provider Relationship Table, ^rt(“cp”). Facility type information is defined in the Facility Type Table, ^rt(“ft”). This field must be defined in order to perform provider matching.

When using resource matching (i.e., the Matching Type push parameter is defined as resource matching), the System defaults the provider type defined in the Provider Type push parameter of this menu function into this field. When the requested provider type has been previously defined for the patient (i.e., in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Care Providers data element), once the Patient Preference Screen is accepted, the System displays the



Current Provider Screen (see the figure below). The currently defined provider(s) is unavailable for selection. If the user chooses to continue the search, the System continues with provider matching. If the user does not continue the search, the System exits the Provider Matching menu function.

Provider NetworkDefines the provider network of which the patient is a member. Once this field is accessed, the System prompts for a provider network. The provider network information is defined in the Provider Network Table, ^rt(“pn”). This field must be defined in order to perform provider matching. This field can be automatically defined by the System, based on the following hierarchy:

Patient’s insurance (benefit plan) and PCP – When a patient has a primary care provider (PCP) defined, the System searches the Employee/Provider Table, ^ae, Employee-specific level, Provider Match Data field, Provider Network subfield for a list of networks defined for the primary care provider. The System then searches the defined network(s) to find a benefit plan that matches the benefit plan defined for the patient. Benefit plans are defined for a provider network in the Provider Network Table, ^rt(“pn”), Insurance/Benefit Plan(s) field. When a match is found, the System defaults that provider network into this field.

Subscriber address (zip code) – When a provider cannot be determined from the patient’s benefit plan and primary care provider, the System compares the subscriber address for the patient’s insurance to the location(s) defined for each provider network. The subscriber address is defined in the field created from the Insurance/ Payor Profile Table, ^rt(“ipp”), Subscriber Address data element and can be defined during registration or insurance



processing. A location is defined for a provider network in the Provider Network Table, ^rt(“pn”), Location(s) field. When a match between the subscriber address and the provider network is found, the System defaults that provider network into the Provider Network field. When a zip code belongs to more than one provider network, the System defaults the provider network that has the least number of zip codes defined in the Provider Network Table, ^rt(“pn”), Location(s) field (i.e., the smallest network).

Patient address (zip code) – When no subscriber is defined for a patient’s insurance, the System compares the patient’s address to the location(s) defined for each provider network. The patient’s address is defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Address data element. When a match between the patient address and provider network is found, the System defaults that provider network into the Provider Network field. When a zip code belongs to more than one provider network, the System defaults the provider network that has the least number of zip codes defined in the Provider Network Table, ^rt(“pn”), Location(s) field (i.e., the smallest network).

When using resource matching, the System defaults the provider network defined in the Default Provider Network push parameter of this menu function. When a provider network cannot be determined using the above methods, the user can access the Provider Network field and manually select a provider network.

Preferred AgeDefines the preferable age of the provider. Age must be entered in a numeric range (e.g., <50, >30, 30-55). When a patient is identified, the System defaults the age preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element.

Preferred SexDefines the preferred sex of the provider. Once this field is accessed, the System prompts to choose from the following hard-coded options: (M) Male or (F) Female. When a patient is identified, the System defaults the gender preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

Preferred LanguageDefines the language the provider should be able to speak. Once this field is accessed, the System displays the list of Language Options. Language Options are defined in the Generic Table Table, ^ntt, and linked to the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, System-specific level, Provider Matching Parameters Screen, Language Table field. This field allows multiple languages to be selected. When a patient is identified, the System defaults the language preference(s) previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.



Preferred Ethnic Background(s)Defines the preferable ethnic background(s) of the provider. This field allows multiple ethnic backgrounds to be entered. Ethnic background information is defined in the Race Table, ^rt(“ra”). When a patient is identified, the System defaults the ethnic background preference(s) previously defined in the field created from the Registration Screen Sequence Table, ̂ rt(“rs”), Patient Preferences data element into this field.

Preferred LocationDefines the preferred location of the provider’s office. Once this field is accessed, the System prompts to enter a mailing (ZIP) code. If the ZIP code is unknown, the following information can be entered:

Full/partial city name and full/partial state name or two letter abbreviation for state (e.g., Redlands, California; Red-; Ca;).

Partial city name and two letter abbreviation for state.

If only the city is entered, the System prompts for a state before continuing.

If the city has more than one ZIP code, the System defaults the first ZIP code.

When the information is entered, the System displays all cities that match the partial name search in alphabetical order. For example, when the user enters Los-, CA, the System displays all cities in California that begin with Los. A ZIP code must be defined in the Mailing Code Table, ^rt(“mc”), in order for the System to search for that ZIP code.

If the System finds more than one ZIP code for the entered city, the System uses the first ZIP code in the list for the search. When the default location is edited, the System displays the prompt: Define provider network based on <ZIP code>? This prompt defaults to no. When the user answers no , the System does not change the default network.

When the user answers yes, the System compares the entered ZIP code to the location(s) defined for each provider network. A location is defined for a provider network in the Provider Network Table, ^rt(“pn”), Location(s) field. When a match between the entered ZIP code and provider network is found, the System defaults that provider network into the Provider Network field and the ZIP code (city) into the Preferred Location field.

When a ZIP code belongs to more than one provider network, the System defaults the provider network that has the least number of ZIP codes defined in the Location(s) field (i.e., the smallest network). When a ZIP code is not defined for any provider network, the System displays a ZIP Code Is Not Associated With Any Provider Networks! error message.

In addition, the following processing options are available from the Preferred Location field (see the figure on the next page):



(H) HomeDefaults the patient’s home address ZIP code as the preferred location ZIP code. The patient’s home address is defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Address data element.

(W) WorkDefaults the patient’s employer address ZIP code as the preferred location ZIP code The patient’s employer address is defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Employer Address data element.

Preferred Office HoursDefines the most convenient office hours for the patient. When a patient is identified, the System defaults the office hours preference(s) previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field. Once this field is accessed, the System prompts for a free-text entry using the following criteria:

Day(s) of the week – Accepts the following abbreviations:

Su – Sunday

M – Monday

T – Tuesday

W – Wednesday



H – Thursday

F – Friday

S – Saturday

Multiple days of the week can be entered. However, days of the week ranges (e.g., M-F) are not accepted. For example, entering MWF causes the System to assume office hours occur on Monday, Wednesday, and Friday.

Time – Accepts specific 24-hour time. A dash ( - ) can be entered following the entered begin time to specify all times. For example, when MF 10- is entered, the System displays MF 10-24. The System assumes office hours from 10 a.m. to 2400 p.m. on Monday and Friday. When a begin time is not specified and only a dash ( - ) is entered (i.e., MW-), the System assumes (1) or 1 a.m. is the begin time and displays 1-2, a one hour increment. Half-hour increments are not allowed.

Preferred Medical SchoolDefines the preferable medical school attended by the provider. Once this field is accessed, the System displays a list of Medical School Options and prompts for one to be selected. Medical school information is defined in the Medical School Table, ^aet(“ms”).When a patient is identified, the System defaults the medical school preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

Preferred ResidencyDefines the preferred residency attended by the provider. Once this field is accessed, the System displays a list of Residency Options and prompts for one to be selected. Residency options are defined in the Residency Location Table, ̂ aet(“rl”). When a patient is identified, the System defaults the residency preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

WHEN ENTERING: WHEN ENTERING:

MW 7-9 MW 7-9

MW 9-12, 1-5, 19-21 MW 9-12, 13-17, 19-21

MW 9-5 MW 9-17

MWF 7-17, TH 8-18, Ssu 9-12 MWF 7-17, TH 8-18, Ssu 9-12

MW -24 MW 1-24

TH 7- TH 7-24

M 1-5 M 13-17



Smoking in Home?Defines whether the patient or any residents of the home smoke. This field displays only when the Matching Type push parameter of this menu function is defined as resource matching. When a patient is identified, the System defaults the smoking preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

Smoker Acceptable?Defines whether the patient will accept treatment from a provider who is a smoker. This field displays only when the Matching Type push parameter of this menu function is defined as resource matching. When a patient is identified, the System defaults the smoking preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

Types of Pets in HomeDetermines the types of pets a patient has in the home. When this field is accessed, the System displays a list of pet options. Pet options are defined in the Generic Table Table, ^ntt, and linked to the System Parameter Table, ^%z, Reg/ADT System Parameters subfile, System-specific level, Provider Matching Parameters Screen, Pet Table field. This field displays only when the Matching Type push parameter of this menu function is defined as resource matching. When a patient is identified, the System defaults the pet preference information previously defined in the field created from the Registration Screen Sequence Table, ^rt(“rs”), Patient Preferences data element into this field.

When the previously-defined patient preference information is edited or new information added, the System prompts whether the new preferences should be stored in the patient’s registration record. Answering yes causes the System to update the patient’s registration record. Answering no causes the System to use the edited preference information for the current match only; the new information is not stored in the patient’s registration record.

Once the Patient Preference Screen is defined and accepted, the System searches the Employee/Provider Table, ^ae, to find the provider(s) within the network that best matches the preferences of the patient. When the match is being performed for a care provider, the System displays the Matching Providers Screen (see the figure on the next page).

The Matching Providers Screen can display the following information:

All providers within the network who match the defined provider type and provider network.

The number of matches out of the defined preferences (e.g., 4 of 7). The System determines the count based on the number of items specified on the Patient Preferences Screen. The System does not include the provider type in the count. When resource matching is chosen during provider matching, the maximum number of items that can be specified on the Patient Preference Screen is 12. In provider matching without resource matching, the number of items that can be specified is 9.



The provider’s specialty. The provider’s specialty is defined in the Employee/Provider Table, ^ae, Facility-specific level, Specialty(s) field for the specified provider.

The provider’s location. The provider’s location is defined in Employee/Provider Table, ^ae, Facility-specific level, Business Address field for the specified provider.

The distance in miles from the center of the requested ZIP code to the center of the provider’s ZIP code.

When the match is being performed for a facility-type provider, the System displays the Matching Facilities Screen (see the figure on the next page). This screen displays all facilities within the network that match the facility type and provider network. The location of the facility and the number of matches out of the defined preferences also display. The distance in miles from the center of the requested ZIP code to the center of the provider’s ZIP code can display.



The distance can display on both the Matching Providers Screen and Matching Facilities Screen when the following conditions have been met:

The Mailing Code Table, ^rt(“mc”), Latitude and Longitude fields have been defined for the specified ZIP code.

The Default Sort Criteria push parameter of this menu function is defined as closest provider.

The providers are listed in order based on the Sort Criteria push parameter of this menu function. A provider that is within 5 miles from the requested location or only one ZIP code away from the requested location is considered a match.

If the network contains smaller networks, the providers contained within the smaller networks also display on this screen.



A provider can be selected or the following processing options are available from both the Matching Providers Screen and Matching Facilities Screen:

(P) Edit Patient PreferencesAllows the patient preferences to be edited. Clicking this processing option causes the System to redisplay the Patient Preference Screen and allows the patient preferences to be edited. Once additional patient preference information is accepted, the System performs the provider matching search using the new preference information.

(S) SortAllows the providers on the Matching Providers Screen to be displayed in various formats. Clicking (S) Sort causes the System to display a list of Sort Type Options and prompt for one to be selected. The sort type defined in the Sort Criteria push parameter is unavailable for selection. Once a sort type is selected, the System redisplays the providers in the selected format.

(R) RadiusAllows all cities/ZIP codes with a certain radius of a specific ZIP code to be determined. This option displays only when the Allow Radius Lookup? push parameter of this menu function is defined as yes. Clicking (R ) Radius causes the System to prompt for a ZIP code to be entered. The System then prompts for the radius in miles (i.e., 1-200) to be entered.

Once the ZIP code and requested radius have been entered, the System displays the Radius Information Screen (see the figure below). This is a view-only screen and is provided for informational purposes only.



ExpandDisplays a list of provider networks affiliated with the currently defined provider network. Network affiliations are defined in the Provider Network Table, ^rt(“pn”). When a provider network is selected from this list, the System displays the Matching Providers Screen for the selected network.

A provider can be selected from the Matching Providers or Matching Facilities Screen to compare the patient preference information to the provider information. When a provider is selected, the System displays the Search Comparison Screen (see the figure below). This screen displays the patient preference criteria, along with the entire provider profile. When patient preference criteria and provider criteria display the same, the System considers it a match.

PATIENT PROVIDER MATCH?

Smoker Acceptable? Smoker?

Yes Yes

No

Yes

Yes

No Yes

No

No

Yes



The following processing options are available from the Search Comparison Screen:

Accept providerAllows the provider to be selected for the patient.

View directionsDisplays directions to the provider’s office from the nearest major intersection. The directions that display for a provider are defined in the Employee/Provider Table, âe, Facility-specific level, Bus Office Directions field or the Additional Address(es) field, Add’l Office Directions subfield. The directions that display for a facility provider are defined in the Other Facility Table, ^rt(“of”), Directions To Facility field or the Facility Table, âff, Directions To Facility field.

Push Parameters

Smoking in Home? Smoking Acceptable?

Yes Yes Yes

No No

No Yes Yes

No Yes

An exception to this is the Pets field. On the patient side of Search Comparison Screen (left side), the Pets field is defined with the pet(s) in the patient’s home. However, the provider criteria defined in the Employee/Provider Table, âe, Employee-specific level Provider Match Data field, Unacceptable Pets subfield identifies the pets considered as unacceptable to the provider. If the same pet displays for both patient and provider in the Pets field, the System does not consider it a match (e.g., in the previous figure, the Pets field is considered a match since the pets are different.)

Matching Type

Purpose Indicates whether the System performs provider matching or resource matching.

Input Provider matching

Resource matching

PATIENT PROVIDER MATCH?



System Use Provider matching – Indicates the System performs provider matching functionality in which the provider network is determined based on a defined hierarchy (see Provider Network field, page 150).

Resource matching – Indicates the System performs resource matching. Displays the Smoking in Home?, Smoker Acceptable?, and Types of Pets in Home fields on the Patient Preference Screen. Displays the Provider Type, Default Provider Network, and Resource Type push parameters for definition.

Provider Type

Defines the provider type that defaults into the Patient Preference Screen, Provider Type field when performing resource matching. A care provider can be selected or (F) Facility can be clicked to display facility-type provider options. Care Provider Options are defined in the Care Provider Relationship Table, ^rt(“cp”). Facility Type Options are defined in the Facility Type Table, ^rt(“ft”). This field displays only when the Matching Type push parameter is defined as resource matching.

Default Provider Network

Defines the provider network that defaults the Patient Preference Screen, Provider Network field when performing resource matching. Provider Network Options are defined in the Provider Network Table, ^rt(“pn”). This field displays only when the Matching Type push parameter is defined as resource matching.

Resource Type

Defines the resource type (e.g., cardiologist, home health aide, etc.) used to determine a match during resource matching. The System correlates the resource type defined in this push parameter to the definition of the Patient Preferences Screen, Provider Type field, along with the provider type defined in the Employee/Provider Table, ^ae, Employee-specific level, Provider Match Data field, Provider Network(s) subfield, and performs a match. Resource Type Options are defined in the Resource Type Table, ^nt(“rct). In addition to this, the Primary Category Type field in the Resource Type Table, ^nt(“rct) must be defined with a category type of employee or facility. This push parameter is used only to facilitate a match of resource types during resource matching. This push parameter is required and displays only when the Matching Type push parameter is defined as resource matching.

Default Sort Criteria

Purpose Defines the way in which the providers display on the Matching Providers Screen.

Input Highest number of matches

Closest zip code

Closest provider

Matching Type (Continued)



System Use Highest number of matches – Indicates the System displays the providers in order of the highest number of matches.

Closest zip code – Indicates the System displays the providers in order of closest zip code to the patient.

Closest provider – Indicates the System displays the providers in order of closest provider to the patient. The System calculates the number of miles between the center of the requested ZIP code and center of each listed ZIP code. This option displays only when the Mailing Code Table, ^rt(“mc”), Latitude and Longitude fields have been defined for the requested ZIP code.

Allow Radius Lookup?

Purpose Defines whether a search is performed to display all cities/ZIP codes within a certain radius of an entered ZIP code during provider matching.

Input Yes/No

Defaults to no

System Use Yes – Displays the (R) Radius button on the Matching Providers Screen. Clicking (R) Radius causes the System to prompt for a ZIP code to be entered. The ZIP code is used to perform a radius search. This push parameter displays only when the Mailing Code Table, ^rt(“mc”), Latitude and Longitude fields have been defined for the requested ZIP code.

No – Indicates the System does not perform a radius search.

Default Sort Criteria (Continued)

quadramed cpr employee/provider function reference · 02 - employee profile 5.7.14 5/94 03 - on...

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