Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

name": "Patient Registration",

"description": "A description",

"steps":

"target": ".register_button",

"content": "Click this button to navigate to the registration page"

"target": '[aria-label="Contact Details Section"]',

"content": "Here you can update the patient's contact information.

Find Patient Record

The first search box on the screen will let you find and select a patient in the system.  After searching for a patient, you can click on his or her row to look at the patient’s dashboard; it contains detailed patient information, including looking at records of clinical visits, demographic information, graphs and medical forms. Some example patient names that you can search for are:

...

To fill out a vitals encounter form on a patient, click on the “Start Visit” action on the right to start a new visit, then click the “Capture Vitals” action on the right.”

Steps

...

Click here to search patient in the system.

  1. Target: Search Bar

...

...

  1. Search

...

You can click on his or her row to look at the patient’s dashboard which contains patient information such as records of clinical visits, demographic information, graphs and medical forms.

4. target: Start Visit button

Click on the Start Visit button to fill out a vitals encounter form on a patient.

5. target:

Fill the details for the patient visit and click on “Start Visit” button.

Patient Search:

Step 1:

...

  1. icon

content:

    1. Click on the search icon to open the search box so that we can search for a patient.

Step 2:

...

  1. Search box

...

    1. Now, enter the name of the patient here. If you know the patient ID, you can use that as well. You will see the results if the patient you entered exists in the system. Some example patient names that you can search for are: John, Smith, Mary.

...

...

  1. Search

...

  1. results

...

content:

    1. You may see the patient you want to find here in the quick results. If you click on a patient, you will be redirected to the specific patient’s patient chart view.

...

...

  1. Search button

content:

    1. Usually, if there are a lot of patients in the system, you may need additional fields to search other than the name. Also, the patient you are looking for may not be displayed in the top results if there are multiple patients with the same name. In these scenarios, you can click here to open the advanced search.

Step 5:

...

  1. Filters section

content:

    1. You can refine your search by applying filters such as date of birth, age, sex, and phone number here.

...

...

  1. Search results (disable click)

content:

    1. Here you can see all the patients who match the search criteria. Clicking on a patient will open the patient’s patient chart.

Step 7:

...

  1. Close button

...

    1. That’s the end of the tutorial. Click on the close button to go back to the home page.

Start Visit

...

:

...

  1. search icon

content:

    1. To fill out any forms or encounters of a patient, you have to start a visit. To start a patient visit, first you need to go to the patient chart view of the respective patient. Click on the search icon to open the search box so that we can search for the patient.

Step 2:

...

  1. search box

...

    1. Now, enter the name or the ID of the patient here. Some example patient names that you can search for are: John, Smith, Mary

Step 3:

...

  1. search results

content:

    1. Click on the patient whose chart you want to

...

Step 5:

...

target: start visit button

...

    1. access. Make sure to select a patient without the "Active visit" label, as we will start a visit in the next steps of the tutorial.

  1. start visit button

    1. Welcome to the patient chart view! Here, you can find detailed patient information, records of clinical visits, demographic information, graphs, and medical forms. Click on the "Start Visit" button to open the Start Visit form.

...

...

  1. start visit form

content:

    1. Fill out the necessary information here and click on the "Start Visit" button at the bottom of this form to start the visit. You can click on "Discard" if you don't want to start a visit at the moment.

Step 7:

...

  1. patient chart or patient header

content:

    1. That's the end of this tutorial! If you have already started a visit, you will see an "Active Visit" tag near the patient's name here. After the visit is started, you can do things like capturing vitals, biometrics, and more through this patient chart view.

Patient Chart

Step 1:

...

  1. Search icon

content:

    1. Patient chart is the main point of interaction between healthcare professionals and patient data, where you can manage everything related to a single patient. To access the patient chart, first, you need to select a patient. To start, click here to open the search box so that we can search for a patient.

...

  1. target: Search box

...

    1. Now, enter the name or the ID of the patient here. Some example patient names that you can search for are: John, Smith, Mary.

...

...

  1. Search results

...

    1. Click on the patient you want to go to their patient chart.

Step 4:

...

  1. Patient chart

content:

    1. Welcome to the

...

Step 5:

...

target: Patient header

...

    1. Patient Chart View! Here, you can quickly see everything about your patient's health history, visits, medications, allergies, and test results—all in one place. It's designed to help you provide the best care efficiently

  1. Patient header

    1. The patient header contains all the key

...

    1. information you need

...

    1. to identify the

...

    1. patient you are currently viewing. You can click on the "Show Details" button to see additional patient information.

...

...

  1. Left panel

content:

    1. The left panel shows the sections of the patient chart. Currently, we are on the patient summary page.

Step 7:

...

  1. Patient summary widgets

content:

    1. Patient Summary is a personalized view made up of widgets that show essential features and information for quick access.

Step 8:

...

  1. Siderail

content:

    1. The siderail contains a series of links that take users to different tabs in the Workspace, such as the order basket, visit notes, and clinical forms. Once open, the Workspace is persistent across pages (for example, all pages within the patient chart).

  1. (Additional steps for each widget?? )

Step 9:

...

target: any

...

  1. Body

    1. Great job! You've completed the tutorial. To return to the home page, click the close button in the top right corner.

...

Left navbar (dashboards)

Widgets

Workspaces

Register a patient

This application will allow you to create a new patient in the system.  The form is designed to support keyboard navigation as easily as using the mouse.  If you start defining a new patient similar to an existing patient, you will see an alert notifying you that a similar patient already exists in the system.

Capture Vitals

This application serves as an example of how a simple app can be created to repeatedly serve the same form to a user.  In this example, a clerk at the front of the clinic is capturing vitals for patients.  He selects a patient with an active visit, captures vitals, and returns to the prompt to find the next patient.

Steps:

Step 1: Go through the search

  • target: Active visit table

  • content:

    • This table shows all the patients who are already in the middle of their visits. Click on any patient here to continue capturing their vitals.

Step 2:

...

target: patient chart view

...

Steps

  1. Search Icon

    1. To capture the vitals of a patient, you need to start by going to the patient chart view of the respective patient. Click on the search icon to open the search box so that you can search for the patient.

  2. Search Box

    1. Now, enter the name or the ID of the patient here. Some example patient names you can search for are: John, Smith, Mary.

  3. Search Results

    1. Click on the patient to go to their patient chart.

  4. Record Vitals Button

    1. Welcome to the patient chart view!

...

Step 3:

  • target: hamburger button

  • content:

    • Click on this button to reveal different sections. It's like opening a menu to see all the patient related sections!

Step 4:

  • target: Vitals sidebar

  • content:

    • Click here to see the Vitals and Biometrics section.

Step 5:

  • target: Vitals Page

  • content:

    • Congratulations! You've landed on the vitals page for this patient. This is where all the vital signs are tracked and recorded

Step 6:

  • target: Add button

  • content:

    • Click here to add new vitals for the patient. If there’s no active visit, you may prompted to start a visit.

Step 7:

  • target: Vitals form

  • content:

    • Fill out the necessary information here and click on the "Save and close" button at the bottom of the form to capture the patient's vitals. If you change your mind, just click "Discard."

Step 8:

...

target: Vitals table

content:

...

    1. Click on the "Record Vitals" button to open the vitals form. If the selected patient doesn't have an active visit, you will be prompted to start one. In that case, submit the start visit form in order to proceed to the next step.

  1. Vitals Form

    1. In this form, you can enter the vitals and biometrics you have captured. If any value entered is out of the normal range, you will see ↑ (High), ↓ (Low), ↑↑ (Very High) or ↓↓ (Very Low) indicators next to the respective field. After entering all necessary details, click on the "Save and Close" button to submit the data.

  2. Vitals Header

    1. The latest vitals and biometrics data of the patient can be viewed in this section.

  3. Vitals and Biometrics Menu

    1. Click here to go to the Vitals and Biometrics page, where you can view the past records of vitals and biometrics.

  4. Vitals/Biometrics Tables

    1. These tables display the history of vitals and biometrics. Indicators may be present here to show measurements that are higher or lower than the typical range.

  5. Chart Button

    1. You can click on the "Chart" button for a graphical representation of the vitals history.

  6. any

    1. You have now successfully completed the tutorial. You can continue with the rest of the patient visit by recording additional information or performing other necessary actions within the patient chart view, or you can return to the homepage.

Advanced Administration > Dictionary

...

  • Target: Patients List

  • Content:
    You can see the patient list is empty since we haven't added any patients to the list yet.

Step 7:

  • Target: Search barIcon

  • Content:
    Search for a patient's name and To add a patient to the list, we have to go to the respective patient’s chart view. Click here to open the search box so that we can search for a patient.

Step 8:

  • Target: Search Box

  • Content:
    Now, enter the name or the ID of the patient here. Some example patient names that you can search for are: John, Smith, Mary.

Step 9:

  • Target: Search results

  • Content:
    Click on the patient to go to the patient chart so , where we can add the patient to our newly created list.

Step 810:

  • Target: Action button

  • Content:
    Click on "Action" and select "Add to List" from the drop-down menu.

Step 911:

  • Target: Add to List modal

  • Content:
    You can see the list of patient lists here. Search for our newly created patient list using the filter, and mark the checkbox beside the patient list name. You can add the patient to multiple lists at once by selecting multiple checkboxes.

Step 1012:

  • Target: Add to List button

  • Content:
    Now click on the "Add to Lists" button to confirm.

Step 1113:

  • Target: Close button

  • Content:
    We have successfully added a patient to the patient list. Let's go back to the patient lists by closing the patient chart by clicking here.

Step 1214:

  • Target: Patients List

  • Content:
    You can see the added patient on the list of patients.

Step 1315:

  • Target: Any

  • Content:
    Congrats! You have now completed the tutorial on creating patient lists and adding patients to the lists.

...

  • Target: Previous Imports list

  • Content: This is the list of previous imports. You can click on a record to see more details on it.

...

  • .