Scheduling GUI User Manual

Welcome to the Scheduling GUI User Manual. This version reflects the software as of version 1.6. The software is liberally licensed under ​LGPL; this manual is licensed under ​CC BY. These licenses enable you to use and modify the software even in commercial settings.

What is the Scheduling GUI?

Clinical Scheduling for Windows (BSDX) package is the Windows Extension of the PIMS Scheduling program in VISTA. It gives you many appointment management functions included in PIMS Scheduling, but with the added convenience and usability of a Graphic User Interface (GUI). The IHS Clinical Scheduling for Windows (BSDX) package should be used with PIMS Scheduling.

Getting Started

Before you launch the Clinical Scheduling package, double-check with your supervisor or Application Coordinator that the package has been properly installed and configured on your machine. Have your login information ready (you will use the same login information you use to access RPMS or VistA).

Login

To begin, select Clinical Scheduling using the Start menu or double-click the Clinical Scheduling desktop icon. This should bring up a splash screen and login dialog box. Enter your access and verify codes in the dialog box and click "OK." You should then see a window similar to the one below.

If you encounter problems logging in, please consult your supervisor or Application Coordinator.

What does the Scheduling GUI need to run?

M Side: This version will run on WorldVistA 6-08 or 3-09 or later. It has not been tested on OpenVista, FOIA Vista, nor on vxVista.

GUI Side: This version runs on Microsoft Windows XP or later using .Net 4. It DOES NOT run on Linux, even if you use Wine or Mono. If you want it to run, drop me a line!

Installation

Installation turns out to be not that simple. It's a series of 5 KIDS builds on the M side; 2 files (or more if you want Arabic) on the Windows Side. Go here.

Post Installation Tasks on VISTA

• To access the Scheduling GUI at all, users must have access to two menu options on their menu tree: BMXRPC and BSDXRPC. The best way to do that is through a sub menu on their primary menu tree. Remember to rebuild your menus after adding RPC type options!!!
• The person who will set-up the Scheduling GUI for the first time must have BSDXZMGR Key
• All Scheduling Users must have the BSDXZMENU key.
• Continue below in the Set-up for the First Time section.

Orientation

Definitions

Term	Description
Access Block	Access Blocks are color-coded representations of the amount of time allotted for a specific Access Type (or appointment). In the some places, they may be referred to as an Availability Block in the source code.
Access Types	Access Types refer to the variety of different appointment types. Most people set-up two Access Types: Scheduled; and Walk-ins. AKA Availability Type
Access Groups	Access Groups are categories of Access Types. Assigning Access Types to Access Groups makes it easier to schedule and search for certain types of appointments.
Resources	The term Resources refers to any person or service for which a patient can be scheduled. Resources can be physicians, diagnostic equipment (such as MRI, CT scan, ultrasound, and so on.), or specialty appointment slots, such as physical therapy. Resources corresponds to what PIMS calls Clinics
Resource Groups	Resource Groups are categories of Resources that help to organize the variety of Resources available at each location. For example, a Resource Group of Dermatology can be used to group 3 different dermatology Resouces. AKA in the source code Departments.
Slot	Number of appointments per defined appointment length. For example: If SLOTS = 4 and your clinic (resource) appointment length is 30 minutes, then there are four (4) available appointments for every 30 minutes.

Clinic Display Area

The clinic schedule area is composed of date columns and time rows. Each column represents a day and each row represents a time interval. The time intervals can be 10, 15, 20, or 30 minutes. You can change the time interval using the View menu as long as the time interval is greater than the clinic default slot time. For more information about Time Scale, see the View Menu.

Access Blocks (areas of the schedule which are available for patient appointments) are indicated by the adjacent appointment times and dates. They may be color-coded to user preference. Different colors represent different Access Types. Position the cursor in such an area and click on the schedule display. The type of clinic access and the number of appointment slots available are visible in a message in the status bar at the bottom of the scheduling window. Clinic Access Types and colors can be defined and changed by the administrator of the scheduling package. (See Setting Up and Administering BSDX on for more information.) TODO: FIX THIS LINK.

Patient appointments are displayed on the schedule as white boxes containing a patient name and a note (if applicable), as shown in Figure 2-1.

Figure 2-1: Desktop showing patient appointments and multiple clinic schedules

Basic Screen Layout

The basic 5-day appointment screen is displayed in Figure 2-2. At the far left is a menu tree view showing the Resources organized by Resource Group. In this case, the expanded view of Cardiology group shows three Resources. A Resource can be linked to a VISTA scheduling clinic so that when a patient has an appointment at that clinic and checks in, the PIMS encounter is checked in.

The colors on the schedule display correspond to various Access Types, set up for this Resource. The Resources, Resource Groups, Access Types, and colors can be customized to your individual clinic. You can create your own Access Types, Resource Groups using the Scheduling Management window. (See Using the Scheduling Management Window on page 54 for detailed instructions.) TODO: FIXME.

Figure 2-2: Basic Screen Layout

Table 2.2 describes the various items displayed on the basic screen layout.

Table 2.2: Descriptions of screen items

Screen Item	Description
Title Bar	Shows user ID and facility location in the upper left corner of the screen
Menu Bar	Appears below the Name and location of current user. The available text menus are: File, Appointment, View, and Help.
Resource Group Pane	Appears at the far left of the screen, below the menu bar. Displays the available Resources.
Times	Appears at the left side of the screen. Times are shown by hour and then by segment. They are listed in military time (for example 13:00 equals 1:00PM).
Resource Name	Appears in the upper left side of the screen, immediately above the “Times” column. Displays the name of the Resource currently active in the client window.
Client Window	Area on your screen that shows the work space for an application.
Appointment Date Selector	Appears in the upper right corner of the screen, below the Minimize, Maximize, and Exit buttons. The date selected is the starting date of the appointments currently displayed in the client window. The range of appointments displayed can be 1-day, 5-day, or 7-day.
Minimize, Maximize and Exit	Appears in the uppermost right corner of the screen. These buttons function just as they do in MS Windows applications.
Scroll Bars, Box, and Arrows	Appears at the far right side and at the bottom of the screen. These buttons function just as they do in MS Windows applications.
Colors	Displays Appointments using colors found in the Client Window area on the Schedule correspond to the various Access Types that can be set up for a particular provider.

Using the Resource Group Pane

The Resource Group Pane at the left-hand side of the screen lists both Resources and Resource Groups. If there is a plus sign (+), click it to expand the resource group to see all available resources. Click the minus sign (-) to collapse the group.

Dialog Boxes

Dialog boxes appear when the computer requires input from you or when an error occurs. In this manual, a dialog box is defined as any small box or screen that appears in front of the Scheduling interface and requests your attention or specific information. Most error dialog boxes ask you to click either OK or Cancel to acknowledge the error.

Changing the View

You can view the schedule in four modes: patients without appointments (walk-ins), 1-day, 5-day, or 7-day. The 1-day mode gives you maximum detail for a single day schedule. The 5-day and 7-day modes give you a view of five or seven days of the schedule from the selected date. Use the View menu shown in Figure 2-3 to change viewing modes.

Figure 2-3: View menu

1-Day View

Figure 2-4: Screen showing 1-Day view of schedule

5-Day View

Figure 2-5: Screen showing 5-Day view of schedule

7-Day View

Figure 2-6: Screen showing 7-Day view of schedule

Appointment Window

The appointment window shows the patient name, time of appointment, and notes. Figure 2-7 shows an appointment made for the 11:00-11:40 time slots for POCO REMUS. The patient selection is directly connected to VISTA. When an appointment is made, the appointment information is also stored in the VISTA scheduling package.

Figure 2-7: Appointment window & Resource Groups

Resource Group View

You can view an entire Resource Group’s schedule for one day. Figure 2-7 (above) shows that you can look at an entire group of Resources. In this case, the appointment window for the cardiology group is shown and all three Resource schedules for June 25th are displayed. You can also drag an appointment from one Resource to another or from one time slot to another. To view a Resource Group’s schedule:

1. Right Click a Resource Group.
2. Click Open Schedule. The Resource Group schedule shown in Figure 2-7 (above) is displayed.

Set-up for the First Time

Day to Day Use

Setting Up Access Blocks

Managing Appointments

Viewing and Printing

Miscellaneous Admin Functions