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🎯 Objective
To allow for RDVM requests for referrals and consults from the Hospital Portal.
\uD83D\uDCCA Success metrics
Goal |
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RDVM can submit a request for a Consult or a Referral from the Hospital Portal. They can view submissions that have not been processed on the screen, and add attachments. |
Email notifications will be sent to specific users when a request Referral or Consult is submitted. |
Referrals can be searched based on the status of Consult Consults or New Referral Request on the Admission screen. |
Client coordinators can convert a Referral to a standard PA after reviewing the pre-admission document. |
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This project will be built within the existing Hospital Portal and VetView Main Application framework. It will not require any external interfaces.
Hospitals will want RDVMs to select a unit and fill out a basic form as part of the referral requestor consult.
Hospitals will have staff assigned to manage incoming requestsreferrals and consults.
Hospitals will want to turn referrals and consults into Pre-Admissions automatically when appropriate.
Only statuses of Consult and Referral will be available to the Hospital Portal.
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8-22-2022 - Initial planning meeting with Cathy and Shauna to discuss the request from UGA, identify the assumptions and basic requirements, and plan new interfaces.
8-22-2022 - Started draft of this document.
Mid September - Discussion with UGA over plans
9-27-2022 - Revision meeting with Jeff
\uD83D\uDDD2 Requirements
Requirement | User Story | Importance | Jira Issue | Notes |
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The Hospital Request Referral form must be able to be turned off for the whole hospital. | As a hospital administrator, I want the ability to keep Requests Referrals off until we are ready to support the feature. | High | TBD | |
The Hospital Request Referral form must be able to be turned off on a per Web Account basis. | As a hospital administrator, I want to be able to control which RDVMs are allowed to submit requestsreferrals. | High | TBD | |
Submission form on the website must require RDVM to have an existing account. | As a hospital administrator, I only want RDVMs with an existing relationship to our hospital to be able to submit electronic referrals. | High | TBD | |
Submission form on the website must allow RDVM to select existing information from account. | As an RDVM, I would like to be able to use the existing Owners and Patients from my account. If the information has been entered once, I do not want to enter it again. | High | TBD | Model Model after Labs Request submission screen |
Submission form on the website must allow for a custom digital document form on a per unit basis. | As a hospital administrator, I want to be able to customize the form used on the web portal for RDVM referrals. | High | TBD | |
The hospital can select which units are available on the form. Units that have not been set up must not be available to select. | As a hospital administrator, I want the ability to decide which units are allowed to accept requestsreferrals, and no other units can take them. | High | TBD | |
Submission form on the website must require a unit to be selected. | As a hospital administrator, I want to know which unit a referral is targeted to before it is processed, as I may have different users handling each unit. | High | TBD | |
Referrals from the website must notify different users based on the unit selected. | As a hospital administrator, I want to be able to set which users or email addresses are notified based on the unit. | High | TBD | |
The referral form must allow for the upload of attachments. | As an RDVM, I want to be able to attach any lab results or images to the referrals I am submitting. | High | TBD | |
A Referral must be able to be converted to a PA or a Consult. | Medium | TBD | ||
An email notification must fire off immediately once a referral has been submitted. | As a client coordinator, I want to be notified at a specific email address when one of my RDVMs has sent in a referral or consult request. | High | TBD |
\uD83C\uDFA8 User interaction and design
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Question | Answer | Date Answered |
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Should we allow a submission without a unit selected? | No. A unit must be selected. If it is the wrong unit, this can be corrected by the staff completing the requestreferral. | 8-22-2022, updated 9-27-2022 |
Should we separate documents for consults and referrals? | Yes. Include forcing the RDVM to choose between the two during submission, and drive the Catalog Item selection based on the choice. This option will be included in Setup. | 8-23-2022 |
Create a new table to store setup, or utilize existing tables with new flags and columns? | TBD by Lead Tech and development team. |
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Bidirectional communication on the Hospital Portal. No communications will be sent back to RDVMs via the portal, only via the standard Communication Worklist events once a PA is started. If a staff member handling the request referral has questions, they will need to contact the RDVM via telephone.
Hospital Unit Dashboard. This is a feature that Requests Referrals may eventually tie into, but is not necessary for the request referral feature on the Hospital Web Portal.
Chron job to handle the emails, with a separate log. The email event will instead fire off immediately once an RDVM has submitted the requestreferral. These statuses can be searched within the Main App even if the email is down.
A flag to indicate the PA was initiated on the Portal. This will be recorded in the Episode Log, but revert to a normal PA once it is processed by a client coordinator, and will not receive any further special treatment within VetView.
Ability to cancel a referral from the Portal. If a clinic or RDVM want to cancel after submission, they must contact the hospital.
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