Patient Registration and Template Utility Help
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Intro:
This application is primarily oriented to the patient file. Referencing files are utilized but new additions and editing are patient specific. The application depends on the manager's and/or user's ability to make Fileman templates, or select specific patient file fields on the fly for data editing. Click on the Fileman icon at the top of the form for Fileman manuals.
Clear:
Clear is a "cleaner", like Leon in the movie "The Professional". It will remove any data
in the edit fields, and then remove any of the template components on the page, leaving
you a new, clean slate.
Exit:
"Buh-bye!" You guessed it: closes the form (and uses the "cleaner" before doing so).
Forms:
The Forms menu contains templates you can select. The installation will bring some stock
WorldVistA/BFP templates, but it can also contain templates that are site local:
New templates made by the local site will be included in the list.
Save:
Pressing save will save whatever template and fields you input. The template will
clear and you can do your next patient/client.
Sel(ect) Patient:
If you are wanting to edit data on a patient, select a template first. Then
there are several ways of selecting patients. You can get a list by alphabetical letter,
which is the first letter of the last name, or you can use the radio buttons to select
by that category listing. Double-click the ID/HRN column to get your selection (even if
it's blank).
NOTE: "Prior Patient" - This is a feature of Fileman. It tracks
the last action/selection you were working on. So, if you saved a new patient entry,
or were editing an existing patient and cleared the form via save, and wanted to
return that patient to the form, Press the Prior Patient radio button once and VIOLA! that patient will be re-selected for action.
The menus:
Cancel: Closes the window without action
Clear: Clears all the fields for new selection
If you chose to use a radio button category, other than Prior Patient, the cursor will be placed in that field for your input. Then press the "GO" image.
The example selected the letter "p" for an alphabetical listing. Note that the Fileman
will also look at aliases, hence the "ZZ" selection in the list.
(Of Special Note: In the listing area, select an entry by double-clicking in the first column (ID/HRN), even though it might be empty. The display is displayed by row, but selection is only done in the first column.)
Utilities:
Two menu options:
Intended for an existing patient/client, the "Ad Hoc Field List" will display fields for selection for editing. The field
set is NOT saved, hence "ad hoc".
Template/User Management is used by a manager to add/delete employee
access to this application and also has a facility to create, edit, or delete templates
from the template listing file (Note: It does not delete the template from the
the Fileman Input Template file, as someone in the immediate cosmos might also have
decided to use it.)
Ad Hoc Field Selection:
Top
The Ad Hoc Field function is a means of selecting specific fields for data edit on an
existing patient, without having to make a template; When selected, the "Select Patient" form will appear
for patient/client selection. Handy when you need to edit a field(s)
that may not be in a template. Process is the Drag-highlight or CTRL-click highlight
fields you want, and press the single arrow key (>). They are moved to the right hand
listing for editing: Highlight a field and press the Del button to remove it from
the selection or move whatever fields up or down to your satisfaction. When done press
the menu option "Finished". Those fields will be transferred, with any know patient data
to the main form. NOTE: Warning->The >> arrow button will move ALL the fields from left
listing to the right listing. I don't think you want to do that as there are some several
several hundred in the file. It is not fatal, however, and you can simply delete them
all from the listing and start again.
The other menus:
Cancel - Will close the window with no action taken.
Field Group - Select fields by categories
Finished - When satisfied with selection
Sort - Will auto-sort the fields by alphabetical order. May not be what you wanted, though...
Examples
Selecting from the Forms Menu:
Clicking on the "Forms" menu will bring up a list of templates. Templates are files where a number of fields
have been selected for presentation and are saved in the database for selection at anytime. Click on the template you want. The fields will be listed in a vertical order. The Window should auto-size and there would likely be no
scrolling. In this example, I've selected PT REGISTRATION [WorldVistA]. The communications software will call the database, select the template so named and will return the fields for editing.
As noted fields are simply listed vertically and input can begin. You can either choose to mouse and click to another rield or using the key will sequentially move through the field set.
Fields that have a small down-arrow at the end of the field means that there are other possible selections for that field. Clicking on the arrow will list them for selection.Fields that have a reference file connection, like MARITAL STATUS, upon entry to that field, a pop-up window will display the selections. In those windows, you can either double-click or single-click-return to select the value (See below).
I double-clicked "NEVER MARRIED", the result below:
Hovering over a field:
If there is any help text on the server for a field, it will be available for display as shown below. You can't see the mouse, but it is hovering over the name field, and VOILA! Help text will be displayed.
Fields that take more than a single value:
The value of M and the Fileman database is that one can create fields that carry multiple values. In this case, we'll look at CLINIC ENROLLMENT. I entered the field ENROLLMENT CLINIC and the pop-up that allows for multiple values is displayed. The fields you see in that window are the fields that have been selected as part of the PT REGISTRATION... template. The rules for sets of codes, indicated by a down-arrow at the end of the field, or a reference file for a field apply. Note that this window carries an "Add", "Cancel", "Finished","Help" selection. Use the "Add" option to save your input into the listing at the bottom of the window. Make the necessary selections for the fields. When done, press the "Finished" option. Those fields will be sent to the main form, and the Multiple window will close. The main form will show the last selection made from the multiple, but the multiple values are saved invisibly on the main form and transferred with the rest of any data to the server on "Save".
Closing the main window:
I typically use the clear and the exit menu selections. Remember to save your work, if that is the intention, which will also clear the form components and fields. However, if you just want to close the window without saving anything, use the Clear and Exit buttons, just to be on the safe side.
