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Overview
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The form for entering visit notes is accessible from Patient Summary and Patient Visits. It is listed under Current Visits Actions.
First you enter a primary diagnosis by starting to type in the Add presumed or confirmed diagnosis field. It has an auto-suggest feature which finds diagnosis concepts, but also has the Non-coded selection with the value you entered. You need to pick from the auto-suggest list to add the diagnosis, which then appears on the right under Primary Diagnosis. If you repeat these steps, your selections will appear under Secondary Diagnoses.
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A patient can be admitted, discharged or transferred from Patient Summary or Patient Visits under Current Visit Actions.
Locations can be configured from System Administration - Advanced Administration - Manage Locations. You need to have a location marked with the Visit location tag, which has children marked with the Admission location or Transfer location tags.
For an example look at the setup in the demo data. See Demo.
Configure Metadata
Click on the Configure Metadata app on the main apps screen. If you want to add, edit, retire/restore or delete metadata in the new UI, this is where you go.
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Under the Configure Metadata screen, there is now a new app to "Manage Forms". It is possible to add custom forms to the new user interface without any custom programming! When you initially enter Manage Forms, it shows you a list of forms that exist in the system. Obviously, before you can configure where a custom form will appear in the system, you must create the form. Both HTML and XForms are supported, but they must be created through the legacy user interface, under System Administration - Advanced Administration.
After you've created your custom form that you want to add to the new user interface / patient dashboard, you can click "Add" in the UI column next to the form name, as seen in the screenshot above. Clicking "Add" opens up the configuration screen for that form.
There is a rich user interface for configuring metadata i.e add, create, retire/void, restore and delete metadata, as seen above you can also configure where and how your form will appear. Let's discuss these settings individually.
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In the reference applications, user and provider accounts are linked to a person record and are managed from the same page. From the home page navigate to the account listing page by clicking System Administration -> Manage Accounts as seen in the screenshot above to view all the accounts.
- To add a new account, from the account listing page, click on the 'Add New Account' button, fill the form and save.
- To Edit an existing account, from the account listing page click the pencil icon beside the account you wish to edit.
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