Ignacio Valdes Implementation Log/Episode26

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First appeared here: http://groups.google.com/group/Hardhats/browse_thread/thread/4e5f8337334051d8?hl=en


Hi all,

I have a location defined as ICHS Admissions that appears as a selectable item in Select Patients... How do I schedule patients destined for ICHS Admissions to appear in the list at the top?

-- IV

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Nancy Anthracite View profile More options Nov 14 2008, 3:37 pm From: Nancy Anthracite <nanthrac...@verizon.net> Date: Fri, 14 Nov 2008 15:37:41 -0500 Local: Fri, Nov 14 2008 3:37 pm Subject: Re: [Hardhats] Intracare Implementation Log Episode 26: Scheduling patients for a Clinic. Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author Could you get away with having just those patient show? If so, take a look at the training on VEHU, 880H

http://www1.va.gov/vehu/WBTPages/WBT06.cfm?ClassNum=880H

On Friday 14 November 2008, Ignacio Valdes wrote:

> Hi all,

> I have a location defined as ICHS Admissions that appears as a > selectable item in Select Patients... How do I schedule patients > destined for ICHS Admissions to appear in the list at the top?

> -- IV

-- Nancy Anthracite

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David Whitten View profile More options Nov 18 2008, 6:17 pm From: "David Whitten" <whit...@worldvista.org> Date: Tue, 18 Nov 2008 17:17:02 -0600 Local: Tues, Nov 18 2008 6:17 pm Subject: Re: [Hardhats] Re: Intracare Implementation Log Episode 26: Scheduling patients for a Clinic. Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author How did you setup the template fields? i.e. : what values do you have for these fields ? Field #1922 SUNDAY TEMPLATE Field #1923 MONDAY TEMPLATE Field #1924 TUESDAY TEMPLATE Field #1925 WEDNESDAY TEMPLATE Field #1926 THURSDAY TEMPLATE Field #1927 FRIDAY TEMPLATE Field #1928 SATURDAY TEMPLATE

- Hide quoted text - - Show quoted text - On Tue, Nov 18, 2008 at 3:27 PM, I, Valdes <ival...@hal-pc.org> wrote:

> I'm getting in deep trying to 'Set up a Clinic' using the scheduling > Supervisor's Menu. I thought I set it up as best I could but it is > still not allowing me to schedule patients in ICHS Admissions even > though I answered a bunch of questions on it. It says there are no > available appointments. An aside is what is up with 'Delete Tuesday's > Indefinitely?'

> -- IV

> On Nov 16, 9:26 pm, "I, Valdes" <ival...@hal-pc.org> wrote: >> Thanks, that 's a very nice presentation that I will use with the >> doc's in my hospital. What I am looking for is the magic behind the >> screens which is how patients get assigned to a particular clinic or >> physician in advance by staff. The staff is keying in the new patient >> or updating a repeat patient. What is the easiest or usual way for the >> staff to designate that they will be seen in the ICHS Admissions >> clinic if that is selected as the default location? What is desired is >> the 'short list' of patients being seen in CPRS in the location ICHS >> admissions and how that actually gets defined by the staff when the >> patient presents so that the clinicians can have their 'short list' of >> patients to be seen that day in CPRS. When I worked at the VA, the >> coordinators did it somehow and the patients to be seen that day in >> Lone Star clinic would show up above the line in the Select Patients >> dialog box. -- IV

>> On Nov 14, 2:37 pm, Nancy Anthracite <nanthrac...@verizon.net> wrote:

>> > Could you get away with having just those patient show? If so, take a look at >> > the training on VEHU, 880H

>> >http://www1.va.gov/vehu/WBTPages/WBT06.cfm?ClassNum=880H

>> > On Friday 14 November 2008, Ignacio Valdes wrote:

>> > > Hi all,

>> > > I have a location defined as ICHS Admissions that appears as a >> > > selectable item in Select Patients... How do I schedule patients >> > > destined for ICHS Admissions to appear in the list at the top?

>> > > -- IV

>> > -- >> > Nancy Anthracite


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kdtop3@gmail.com View profile More options Nov 22 2008, 5:05 pm From: "kdt...@gmail.com" <kdt...@gmail.com> Date: Sat, 22 Nov 2008 14:05:25 -0800 (PST) Local: Sat, Nov 22 2008 5:05 pm Subject: Re: Intracare Implementation Log Episode 26: Scheduling patients for a Clinic. Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author What file are these fields in?

Kevin

On Nov 18, 6:17 pm, "David Whitten" <whit...@worldvista.org> wrote:

- Hide quoted text - - Show quoted text - > How did yousetupthe template fields? > i.e. : what values do you have for these fields ? > Field #1922 SUNDAY TEMPLATE > Field #1923 MONDAY TEMPLATE > Field #1924 TUESDAY TEMPLATE > Field #1925 WEDNESDAY TEMPLATE > Field #1926 THURSDAY TEMPLATE > Field #1927 FRIDAY TEMPLATE > Field #1928 SATURDAY TEMPLATE

> On Tue, Nov 18, 2008 at 3:27 PM, I, Valdes <ival...@hal-pc.org> wrote:

> > I'm getting in deep trying to 'Set up aClinic' using the scheduling > > Supervisor's Menu. I thought I set it up as best I could but it is > > still not allowing me to schedule patients in ICHS Admissions even > > though I answered a bunch of questions on it. It says there are no > > available appointments. An aside is what is up with 'Delete Tuesday's > > Indefinitely?'

> > -- IV

> > On Nov 16, 9:26 pm, "I, Valdes" <ival...@hal-pc.org> wrote: > >> Thanks, that 's a very nice presentation that I will use with the > >> doc's in my hospital. What I am looking for is the magic behind the > >> screens which is how patients get assigned to a particularclinicor > >> physician in advance by staff. The staff is keying in the new patient > >> or updating a repeat patient. What is the easiest or usual way for the > >> staff to designate that they will be seen in the ICHS Admissions > >>clinicif that is selected as the default location? What is desired is > >> the 'short list' of patients being seen in CPRS in the location ICHS > >> admissions and how that actually gets defined by the staff when the > >> patient presents so that the clinicians can have their 'short list' of > >> patients to be seen that day in CPRS. When I worked at the VA, the > >> coordinators did it somehow and the patients to be seen that day in > >> Lone Starclinicwould show up above the line in the Select Patients > >> dialog box. -- IV

> >> On Nov 14, 2:37 pm, Nancy Anthracite <nanthrac...@verizon.net> wrote:

> >> > Could you get away with having just those patient show? If so, take a look at > >> > the training on VEHU, 880H

> >> >http://www1.va.gov/vehu/WBTPages/WBT06.cfm?ClassNum=880H

> >> > On Friday 14 November 2008, Ignacio Valdes wrote:

> >> > > Hi all,

> >> > > I have a location defined as ICHS Admissions that appears as a > >> > > selectable item in Select Patients... How do I schedule patients > >> > > destined for ICHS Admissions to appear in the list at the top?

> >> > > -- IV

> >> > -- > >> > Nancy Anthracite


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I, Valdes View profile More options Nov 23 2008, 10:12 am From: "I, Valdes" <ival...@hal-pc.org> Date: Sun, 23 Nov 2008 07:12:08 -0800 (PST) Local: Sun, Nov 23 2008 10:12 am Subject: Re: Intracare Implementation Log Episode 26: Scheduling patients for a Clinic. Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author GOT IT!

Here is my terminal session for setting up Dr. Valdes Clinic. This setup is under the scheduling supervisor's menu. SDBUILD or Set up a Clinic. Kevin's menu map will show you where: http://www.geocities.com/kdtop3/VistaMasterMenus.html?200823

I made this one for day and evening. Pretty straightforward after that, just use the Appointment menu and you are in business! -- IV

Select Supervisor Menu Option: Set up a Clinic

Select CLINIC NAME: Dr. Valdes Clinic

 Are you adding 'Dr. Valdes Clinic' as
   a new HOSPITAL LOCATION? No// Y  (Yes)

NAME: Dr. Valdes Clinic// ABBREVIATION: ?

    ANSWER MUST BE 1-7 CHARACTERS IN LENGTH

ABBREVIATION: Valdes CLINIC MEETS AT THIS FACILITY?: Y// YES SERVICE: ?

    Choose from:
      M        MEDICINE
      S        SURGERY
      P        PSYCHIATRY
      R        REHAB MEDICINE
      N        NEUROLOGY
      0        NONE

SERVICE: P PSYCHIATRY NON-COUNT CLINIC? (Y OR N): ?

    If appointments to this clinic should not impact MAS AMIS

statistics,

    answer 'Y'.
    Choose from:
      Y        YES
      N        NO

NON-COUNT CLINIC? (Y OR N): Y YES INCLUDE ON FILE ROOM LISTS?: N NO STOP CODE NUMBER: ?

    Inactive stop codes are invalid.  Stop code 900 can not be used

for a

    clinic.  Stop code must have a restriction type of "Primary" or

"Either"

    and not have a future restriction date.
Answer with CLINIC STOP NAME, or AMIS REPORTING STOP CODE
Do you want the entire CLINIC STOP List? N  (No)

STOP CODE NUMBER: PSYCHIATRY

    1   PSYCHIATRY - GROUP       557
    2   PSYCHIATRY - INDIVIDUAL       509

CHOOSE 1-2: 2 PSYCHIATRY - INDIVIDUAL 509 DEFAULT APPOINTMENT TYPE: REGULAR// ADMINISTER INPATIENT MEDS?: Y YES TELEPHONE: REQUIRE X-RAY FILMS?: N??

    Choose from:
      Y        YES

REQUIRE X-RAY FILMS?: REQUIRE ACTION PROFILES?: YES// ?

    Choose from:
      0        YES
      1        NO

REQUIRE ACTION PROFILES?: YES// YES NO SHOW LETTER: PRE-APPOINTMENT LETTER: CLINIC CANCELLATION LETTER: APPT. CANCELLATION LETTER: ASK FOR CHECK IN/OUT TIME: Y YES Select PROVIDER: Valdes VALDES,IGNACIO IV Physician

 Are you adding 'VALDES,IGNACIO' as a new PROVIDER (the 1ST for this

HOSPITAL LOCATION)? No// Y (Yes)

 DEFAULT PROVIDER: Valdes??
    Choose from:
      0        NO
      1        YES
 DEFAULT PROVIDER: 1  YES

Select PROVIDER: DEFAULT TO PC PRACTITIONER?: Select DIAGNOSIS: WORKLOAD VALIDATION AT CHK OUT: ALLOWABLE CONSECUTIVE NO-SHOWS: 5 MAX # DAYS FOR FUTURE BOOKING: 365 HOUR CLINIC DISPLAY BEGINS: 7 START TIME FOR AUTO REBOOK: 7 MAX # DAYS FOR AUTO-REBOOK: 365 SCHEDULE ON HOLIDAYS?: Y YES CREDIT STOP CODE: ?

    Enter the Stop Code which should be credited for an appointment

to this

    clinic (only if Code different than the one assigned to this

clinic).

    Inactive stop codes are invalid.  Stop code 900 can not be used

for a

    clinic.  Stop code must have a restriction type of "Secondary" or

"Either"

    and not have a future restriction date.
Answer with CLINIC STOP NAME, or AMIS REPORTING STOP CODE
Do you want the entire CLINIC STOP List? N  (No)

CREDIT STOP CODE: Psychiatry

    1   PSYCHIATRY - GROUP       557
    2   PSYCHIATRY - INDIVIDUAL       509

CHOOSE 1-2: 2 PSYCHIATRY - INDIVIDUAL 509 PROHIBIT ACCESS TO CLINIC?: ?

    Choose from:
      Y        YES

PROHIBIT ACCESS TO CLINIC?: PHYSICAL LOCATION: PRINCIPAL CLINIC: ?

    PRINCIPAL CLINIC MUST BE A CLINIC

IF ENROLLMENT IN THIS CLINIC IS EQUIVALENT TO ENROLLMENT IN A LARGER ONE, ENTER THAT LARGER CLINIC'S NAME

   Answer with HOSPITAL LOCATION NAME, or ABBREVIATION, or TEAM
  Choose from:
  DR OFFICE
  Dr. Valdes Clinic        VALDES,IGNACIO
  ICHN Admissions
  ICHS Admissions

PRINCIPAL CLINIC: OVERBOOKS/DAY MAXIMUM: 4 Select SPECIAL INSTRUCTIONS: ?

       You may enter a new SPECIAL INSTRUCTIONS, if you wish

Select SPECIAL INSTRUCTIONS: LENGTH OF APP'T: 30 VARIABLE APP'NTMENT LENGTH: DISPLAY INCREMENTS PER HOUR: 4// 2 30-MIN

AVAILABILITY DATE: T (NOV 23, 2008)

                                    SUNDAY
 TIME: 0700-2300   NO. SLOTS: 1//  32
 TIME:

[] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] ...PATTERN OK FOR SUNDAYS INDEFINITELY? Y (Yes) ...EXCUSE ME, THIS MAY TAKE A FEW MOMENTS... PATTERN FILED!

AVAILABILITY DATE: T+1 (NOV 24, 2008)

                                    MONDAY
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR MONDAYS INDEFINITELY? Y (Yes) ...EXCUSE ME, JUST A MOMENT PLEASE... PATTERN FILED!

AVAILABILITY DATE: T+2 (NOV 25, 2008)

                                    TUESDAY
 TIME: 0000-0700   [ CANNOT BE EARLIER THAN CLINIC START TIME ]
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR TUESDAYS INDEFINITELY? Y (Yes) ...EXCUSE ME, I'M WORKING AS FAST AS I CAN... PATTERN FILED!

AVAILABILITY DATE: T+3 (NOV 26, 2008)

                                    WEDNESDAY
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR WEDNESDAYS INDEFINITELY? Y (Yes) ...HMMM, LET ME PUT YOU ON 'HOLD' FOR A SECOND... PATTERN FILED!

AVAILABILITY DATE: 0800-1700 ??

Select CLINIC NAME: Dr. Valdes Clinic VALDES,IGNACIO NAME: Dr. Valdes Clinic// ABBREVIATION: Valdes// CLINIC MEETS AT THIS FACILITY?: YES// SERVICE: PSYCHIATRY// NON-COUNT CLINIC? (Y OR N): YES// INCLUDE ON FILE ROOM LISTS?: NO// STOP CODE NUMBER: PSYCHIATRY - INDIVIDUAL// DEFAULT APPOINTMENT TYPE: REGULAR// ADMINISTER INPATIENT MEDS?: YES// TELEPHONE: REQUIRE X-RAY FILMS?: REQUIRE ACTION PROFILES?: YES// NO SHOW LETTER: PRE-APPOINTMENT LETTER: CLINIC CANCELLATION LETTER: APPT. CANCELLATION LETTER: ASK FOR CHECK IN/OUT TIME: YES// Select PROVIDER: VALDES,IGNACIO//

 PROVIDER: VALDES,IGNACIO//
 DEFAULT PROVIDER: YES//

Select PROVIDER: DEFAULT TO PC PRACTITIONER?: Select DIAGNOSIS: WORKLOAD VALIDATION AT CHK OUT: ALLOWABLE CONSECUTIVE NO-SHOWS: 5// MAX # DAYS FOR FUTURE BOOKING: 365// START TIME FOR AUTO REBOOK: 7// MAX # DAYS FOR AUTO-REBOOK: 365// SCHEDULE ON HOLIDAYS?: YES// CREDIT STOP CODE: PSYCHIATRY - INDIVIDUAL// PROHIBIT ACCESS TO CLINIC?: PHYSICAL LOCATION: PRINCIPAL CLINIC: OVERBOOKS/DAY MAXIMUM: 4// 10 Select SPECIAL INSTRUCTIONS: LENGTH OF APP'T: 30// VARIABLE APP'NTMENT LENGTH:

AVAILABILITY DATE: T+4 (NOV 27, 2008)

                                    THURSDAY
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR THURSDAYS INDEFINITELY? Y (Yes) ...SORRY, HOLD ON... PATTERN FILED!

AVAILABILITY DATE: T+5 (NOV 28, 2008)

                                    FRIDAY
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR FRIDAYS INDEFINITELY? Y (Yes) ...HMMM, LET ME PUT YOU ON 'HOLD' FOR A SECOND... PATTERN FILED!

AVAILABILITY DATE: T+6 (NOV 29, 2008)

                                    SATURDAY
 TIME: 0800-1700   NO. SLOTS: 1//  32
 TIME: 1700-2300   NO. SLOTS: 1//  12
 TIME:

| [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [] [l] ...PATTERN OK FOR SATURDAYS INDEFINITELY? Y (Yes) ...SORRY, I'M WORKING AS FAST AS I CAN... PATTERN FILED!

AVAILABILITY DATE:

Select CLINIC NAME:

         Add/Edit a Holiday
         Appointment Status Update Menu ...
         Appointment Waiting Time Report
         Cancel Clinic Availability
         Change Patterns to 30-60
         Convert Patient File Fields to PCMM
         Current MAS Release Notes
         Enter/Edit Letters
         Inactivate a clinic
         Look up on Clerk Who Made Appointment
         Non-Conforming Clinics Stop Code Report
         Purge Scheduling Data
         Reactivate a Clinic
         Remap Clinic
         Restore Clinic Availability
         Scheduling Parameters
         Set up a Clinic
         Sharing Agreement Category Update
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I, Valdes View profile More options Dec 3 2008, 12:14 pm From: "I, Valdes" <ival...@hal-pc.org> Date: Wed, 3 Dec 2008 09:14:11 -0800 (PST) Local: Wed, Dec 3 2008 12:14 pm Subject: Re: Intracare Implementation Log Episode 26: Scheduling patients for a Clinic. Reply to author | Forward | Print | Individual message | Show original | Report this message | Find messages by this author To answer my own question, after setting up a clinic, in this case ICHS Admissions then do the following. After that is done, the patient will appear in CPRS above the line in Select Patient if the ICHS Admissions clinic is chosen. I do not know what to do about AMIE LINK OUT OF ORDER yet. It does not appear to cause a problem so far. -- IV

Select Core Applications Option: scheduling Manager's Menu

Scheduling Version 5.3

  ACR    Ambulatory Care Reporting Menu ...
         Appointment Menu ...
         Automated Service Connected Designation Menu ...
         Outputs ...
         Supervisor Menu ...

Select Scheduling Manager's Menu Option: appointment Menu

  AM     Appointment Management
  CK     Appointment Check-in/Check-out
         Add/Edit Stop Codes
         Append Ancillary Test to Appt.
         Cancel Appointment
         Chart Request
         Check-in/Unsched. Visit
         Computer Generated Menu ...
         Delete Ancillary Test for Appt.
         Discharge from Clinic
         Display Appointments
         Edit Clinic Enrollment Data
         Enrollment Review Date Entry
         Find Next Available Appointment
         Make Appointment
         Multiple Appointment Booking
         Multiple Clinic Display/Book
         No-Shows

Select Appointment Menu Option: check-in/Unsched. Visit

Select PATIENT NAME: ZZPatient, One

This patient has no appointments scheduled today.

Do you want to add a new 'unscheduled' appointment'? YES Select Clinic: ?

   Answer with HOSPITAL LOCATION NAME, or ABBREVIATION, or TEAM
  Choose from:
  DR OFFICE
  Dr. Valdes Clinic        VALDES,IGNACIO
  ICHN Admissions
  ICHS Admissions

Select Clinic: ICHS Admissions

APPOINTMENT TIME: NOW// (DEC 03, 2008@11:12)

PATIENT'S SERVICE CONNECTION AND RATED DISABILITIES: Service Connected: No Primary Eligibility Code: No Service Connected Disabilities Listed

'PRIMARY ELIGIBILITY CODE' field is blank please update patient Record. The 'SC Percent','Service Connected' and 'Primary Eligibility Codes' are OUT OF SYNC, Please CORRECT the problem.

APPOINTMENT TYPE: REGULAR//?

Answer with APPOINTMENT TYPE NUMBER, or NAME
Do you want the entire APPOINTMENT TYPE List? Y  (Yes)
  Choose from:
  1            COMPENSATION & PENSION
  2            CLASS II DENTAL
  3            ORGAN DONORS
  4            EMPLOYEE
  5            PRIMA FACIA
  6            RESEARCH
  7            COLLATERAL OF VET.
  8            SHARING AGREEMENT
  9            REGULAR
  10           COMPUTER GENERATED

APPOINTMENT TYPE: REGULAR//

AMIE LINK OUT OF ORDER

Press RETURN to continue:

Select Appointment Check In or Check Out: (CI/CO): CI Check In CHECKED-IN: DEC 03, 2008@11:12// (DEC 03, 2008@11:12)

       ...checked in DEC 03, 2008@11:12

AMIE LINK OUT OF ORDER

Press RETURN to continue:

DO YOU WANT TO PRINT A Routing Slip NOW? NO

  AM     Appointment Management
  CK     Appointment Check-in/Check-out
         Add/Edit Stop Codes
         Append Ancillary Test to Appt.
         Cancel Appointment
         Chart Request
         Check-in/Unsched. Visit
         Computer Generated Menu ...
         Delete Ancillary Test for Appt.
         Discharge from Clinic
         Display Appointments
         Edit Clinic Enrollment Data
         Enrollment Review Date Entry
         Find Next Available Appointment
         Make Appointment
         Multiple Appointment Booking
         Multiple Clinic Display/Book
         No-Shows

Select Appointment Menu Option:



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