New Admission - Blank PA

Create a Blank Pre-Admission 

If you click on the New Admission button at the top of the Admission Search screen, a blank PA Screen will load.  If you click on the PA# field on a row of the Search Results, then PA Screen that was filled out for that episode will load, with all the data already included.

Patient Demographics

The New Admission screen loads with everything empty.  However, if your patient and client already exist in the system, they can be added to the PA without filling out the information again.

The PA screen is divided into several sections.  At the top are the patient contacts, in the form of mock index cards.  The admission details include the admitting unit and appointment type, the main reason that the patient is being seen, and options such as Field Service or ASAQ (Montreal only.)  Below this section is a section for Personnel, Appointments, and Reminders.

Add Patient 

Click on the green plus sign on the Patient Card to open up the new patient form.   This form also doubles as patient search on this screen, for any existing patients.

Start searching for the Patient Name and Species.  If too many results match, then you can enter in a client's name in the Search by Client Record field to limit the results.  Matches will appear on the right hand side of this window, in the Search Results column.  Double click on a match to add it to the PA.  Note that matches for deceased patients will appear with a black background.

If none of the existing patients and clients match, you can fill out the rest of the form with the new patient's information, and then click on Save to add the new patient. 

Once Saved, the PA Screen will reload, and the patient's information will appear in the Patient card on the top part of the screen.

Add Owner

Adding the new patient's Owner is similar.  Click on the small green plus sign on the Owner card to open up the contact search form.

Enter in the owner's name and other parameters to see if they are already in your system, such as the phone number.  Possible matches will appear on the right hand side.  

Note that the Search Results on the right hand side are weighted, and all fields that match may appear.  Be sure to scroll through and confirm if there is a match at the bottom of the list.

If there is no match, fill out the rest of the client's information and then click on the Save button to add the new owner into the system.

Add RDVM and Clinic

The Referring DVM and Referring Clinic are optional on a new PA.  You can add them to the PA if the RDVM has sent the patient to your hospital for a specialty service, and this allows you to send them automated updates as the episode progresses.  

Click on the green plus sign to open up the RDVM or Clinic Search windows.

The search is similar to the Owner search window, with the addition of a new panel on the left hand side for any prior associations for your owner, the RDVM, or the clinic.  Prior associations can be doubled clicked to add, just like the matching search options on the right hand side.

If there are no matches, fill out the information and click on the Save button to add the new RDVM or Clinic to the system.

Edit Patient, Owner, RDVM, or Clinic after they are added

To edit the demographic information of the patient or any of the contacts on the PA, click on the pencil icon on the contact card.

For patients, this will reopen the standard Add Patient window with their existing information already filled in.

For Owners, RDVMs, and Clinics, it will open up a Communications Method window instead.  This allows you to add the contact methods and indicate whether they should receive any owner or RDVM communications through that method.

Click on the pencil icon to edit the selected type of contact.  For example, the Mailing Address window will open like this.  Fill out the information, and click on Save to add the method.

You can indicate what communications should be sent to this method.  An RDVM may want to have their medical record communications faxed, but have their accounting information sent to a physical mail addressed instead.

Set RDVM or Clinic as Primary

The referring DVM and clinic are not assumed to be the primary for the patient when they are first added.  (For example, the patient may have been referred from another emergency clinic, not their usual DVM.)

Click on the small icon on the right side of the card to set the contacts as the primary for this patient.  The icon will change from grayscale to color to indicate the primary flag has been assigned.

Add Alert to Patient, Owner, RDVM, or Clinic

Click on the icon that looks like a yield sign with a small green plus on it to add a new alert or comment.  These alerts will follow the patients or contacts throughout the system.

Other Icons on the Contact Cards

Change Patient, Owner, RDVM or Clinic

One set on a PA, any of the contact cards on the top can be "changed" for another contact of the same type by clicking on the Change icon.  This will open up the Search window matching the selected contact card (e.g. clicking on the RDVM change icon will load the RDVM search window.