Patient's Case Details

Viewing and Managing the Patient’s Case Details

The Case Details page contains information about the patient (such as demographics) and information about the surgical procedure (the patient’s case).

Information about the status of the patient’s case is also displayed. For example, when Current Surg Date and Days to Target are highlighted in red, the patient has missed their target date for their given priority score. Days on List is the number of days the patient has been waiting for their procedure.

The patient information on the Case Details page may vary from the sample shown below depending on your site’s configuration settings.

A sample View Patient page with privacy toggled on

To view a patient’s detail:

• The Case Details page appears at the end of the Add Patient process.

• Alternatively, a patient’s name can be selected from the wait list or by clicking on Patient when it is visible in the Provider’s Office navigation menu.

Editing Patient Detail

To edit a field on the View Patient page:

• Click on the underlined field heading or any link and some icons (the mouse pointer changes to the link pointer indicating the text or icon can be clicked).

• Generally, a dialog appears. Enter the corrected/changed information.

• Select Update/Save or Cancel as appropriate.

For example, to edit the diagnosis description; click on the Diagnosis Description heading, supply the new description, and select Update.

If the field heading is NOT underlined, you cannot edit it from the Case Details page. Some fields on Case Details page are calculated by Novari ATC, such as Adjusted Days to Target.

The following headings navigate to new pages for more detailed input:

• PSS Status - Navigates to the Pre-Surgical Screening (PSS) module to display the patient’s PSS status. To learn more, please read Pre-Surgical Screening Module guide.

• Send – Note: This is an action that sends the patient to Pre-Surgical Screening if PSS has been configured for your site. To learn more, please read Pre-Surgical Screening Module guide.

• Booking Form – Navigates to the OR Booking Form. You may be prompted to complete missing information.

• Wait 2 System Delay – Opens the Wait 2 System Delay page (Your site may use a different label for Wait 2 delays.)

• Procedure Audits (Cancellations) – Displays outstanding procedure audits awaiting resolution.

• Documents – Opens the Print Documents page.

• Attachments – Opens the Attached Documents page.

Sending Messages

You can send a message regarding the case to Care Venue, Pre-Surgical Screening or Patient Registration and you can see messages that were sent from Care Venue, Pre-surgical Screening or Patient Registration concerning this patient.

To send a message:

• Select Send a Message Regarding this Patient.

• In the message dialogue, select the recipient, enter your message, and select Send.

Sent and received messages are displayed in the message area. Please see Novari ATC Getting Started and User Preferences User Guide for more information about messages.

View Patient Actions

You can perform a number of actions when viewing a patient’s case detail. The actions available may vary depending on how your installation was configured.

View Patient Actions contains a list of commonly used actions

Change History

Change History provides a list of all changes that have been made to a wait list entry, including a description of the change, the time of the change, and the identity of the person making them.

QuickQuote

QuickQuote provides statistical data relevant to the currently selected procedure including:

• The number of times the provider has performed this procedure at the selected priority level.

• The average wait time in days.

• The maximum wait time in days.

• The minimum wait time in days.

• The total number of days the patient has waited.

• The number of days by which the patient has exceeded the average wait time.

Remove from Waitlist

The Remove from Waitlist action allows a case to be removed from the wait list without performing the requested surgery. Select the date and reason for removal and, optionally, enter a note.

Create Duplicate Entry

Create Duplicate Entry lets you quickly create a duplicate (secondary) wait list entry for the patient with a different procedure, procedure time (in minutes), and body site (laterality). Please note that it is only available for specific procedures as identified by your site administrator. Novari ATC creates a copy of the original (primary) wait list entry, applies the procedure specified and adds it to the wait list as a new entry.

The purpose of keeping a secondary wait list entry linked with its primary wait list entry is to keep closely related procedures visibly linked and to reduce the effort required when duplicating a procedure.

An example of this would be eye surgery for each eye. You can add a case for one eye and then duplicate it for the second eye, changing the laterality.

The ability to duplicate wait list entries is governed by the following rules:

• The primary procedure must be configured to allow duplication. This configuration is defined and managed by the site administrator. If attempting to create a duplicate entry, but the option is disabled in the View Patient Actions menu, contact your site administrator and request that the procedure be modified.

• The case being viewed cannot be the duplicate entry of another wait list entry.

If the case in question does not satisfy the criteria, then the link will be greyed out. This means that a duplicate wait list entry cannot be created from View Patient; however, a new wait list entry can be added manually using the Add Patient process.

If the primary case has more than one procedure, only the first procedure is copied to the secondary entry.

Once the Create Duplicate Entry action is completed, Novari ATC creates a new wait list entry and displays the View Patient page of the new wait list entry. It is recommended you carefully review the View Patient page.

Under View Patients Action on the View Patient page, you will see the related entries for the patient. You can unlink the secondary entry from the primary one and vice versa by selecting Unlink. To navigate between the primary and secondary cases, select the Surgery Date.

This is located at the top right of the View Patient page and indicates the existence of a primary or secondary wait list entry

Unlink disassociates a secondary wait list entry from the primary wait list entry; the link between the primary and secondary case is severed. The two cases would continue to exist on your wait list, but as completely independent cases with no reference to each other.

It is important to understand that while two cases are linked, they are still managed independently. For instance, if there are changes to the procedure time, diagnosis, or any information about the primary entry, it will not automatically update the secondary entry, and vice versa.

The secondary entry appears on the wait list, as shown below.

Notice in the image above that each entry is assigned a number located beneath the MRN. [1] denotes the primary wait list entry and [2] denotes the secondary wait list entry.

Apply Lockbox to This Case

Placing a case in a lockbox allows a user to make a wait list entry anonymous to all other users except those designated at the time of setting the lockbox.

To set the lockbox:

• Select Apply Lock Box to This Case from the View Patient Actions menu on the View Patient page.

• In the Lockbox Case dialog, optionally select individuals other than yourself who have permission to view the lockbox case.

• Select Apply Lockbox.

When a case has been placed in a lockbox, this message is displayed on the Case Details page.

To unlock a case from a lockbox:

• Select the Manage Lockbox option.

In the Manage Lockbox dialog, do either of the following:

• Select Unlock Case to remove the case from the lockbox

• Select Edit Users to manage which users have permission to view the case in the lockbox

Email Patient

If your site has been configured to include an email address in the patient demographics, then you may send an email message to the patient. Novari ATC keeps a copy of all sent emails.

To send an email message to a patient:

• Select Email Patient from View Patient Actions.

• Optionally, select others to receive the email message.

• If necessary, edit who it is from.

• Enter a subject and the body of the email message.

• Select Send.

Email message with privacy toggled on