O3 RDE (Retrospective Data Entry)

Summary of the Problem

  • Current designs focus on Point of Care data entry and EMR use. End users will need to be able to add and edit past data to keep the patient's chart up to date. 

Links to Know


In this page: 

In this wiki:

Sample Visual


Background

A large focus of the O3 workflows focus on Point of Care data entry.  


User Stories

More detailed use cases documented here:

User Stories

As a clinician/data clerk, I want to add a past visit in the system for a patient if the data was not captured at POC (because the system was down, or the clinic reverted to a paper workflow temporarily) so that the patient’s visit history is accurate.  

As a clinician/data clerk, I want to be able to add, edit and delete forms in previous visits so that I can update missing information that was captured on paper without closing a currently active visit. 

As a clinician/data clerk, I want to be able to easily differentiate in the UI between what data is being entered into which visit especially when there is a current Active visit so that I can prevent adding retrospective data to an active visit or vice versa. 

As a clinician/data clerk, I want to be able to add lab results to the system and have them be associated with the correct visit so that I can keep the patient’s electronic record up to date. 

As a clinician/data clerk, I should be alerted if I try to add a past visit with start and end dates that overlap with an existing visit so that I can be prevented from creating a duplicate or illogical visit.  

As a clinician/data clerk, I want to be able to edit forms from previous visits so that I can add any missing information to that form that was captured on paper during that visit. 

As a clinician/data clerk, I want to be able to add a medication order to the patient’s record from a previous visit if it has not been added to the system yet so that I can ensure the patient’s medical record is accurate. 

As a clinician/data clerk, I want to be able to record lab orders from a previous visit if they are not entered yet, so that I can ensure the patient’s medical record is accurate. 

As a clinician/data clerk, I want to be alerted (and prevented) when I try to add a form, medication order, lab order or result that doesn’t fall within a visit date so that I don’t create encounters outside of visits. 

As a clinician/data clerk, I want to see a summary of everything that was entered during a past visit so that I can make clinical decisions or confirm data quality. 

As a clinician/data clerk, I want to be able to clearly know which actions I can complete during a visit so that the data entry process is easy. 

A a user, I want the system to prevent the entry of certain forms within a visit based on what has ever been completed I can’t create duplicate forms of a certain type (e.g. multiple intake forms for a patient).   

A a user, I want the system to prevent the entry of certain forms within a visit based on what has already been completed at that visit so I can’t create duplicate forms of a certain type (e.g. multiple followup forms within a visit).   

Architecture


Initial Sketches

https://openmrs.atlassian.net/wiki/display/projects/Enhanced+Program+Enrollment


Questions


Examples from IQCare: