This screen is a one stop shop where users can create, edit and maintain catalog items, digital documents, digital document elements and other components that may be tied to documents and/or requests.

Catalog Search

Here you can search, create and maintain Catalog Items. Each catalog item is tied to a document or request. You can associate charges and verification requirements to a catalog item that are applied when it is used in the system. Before you can setup catalog items, you must have catalogs setup. The catalog helps to tie catalog items to a unit. Instructions on how to setup a catalog can be found under the hospital setup documentation.

Create a New Catalog Item

• To add a new catalog item click on the New Catalog Item button provided in the Catalog Item List grid. Once you click the button, the Catalog Item Setup page is displayed.

On the Catalog Setup page:

• Enter a Label and Description for you catalog item.
• Select the Unit with which this catalog item will be associated with.
• Once you select a unit, the Catalog drop down will be populated with entries that are associated with that unit. The association between units and catalogs are made during the hospital setup.
• The Type is automatically populated based on the catalog you select.
• Specify which Category this will fall under. e.g. Billing, Consult, Discharge, Lab, Physical, etc.

Only the fields listed above are required to be able to save the catalog item.

• Check the Status checkbox to activate the catalog item.This checkbox is usually checked by default.
• The Separate Request checkbox primarily controls the way the document or request reports are printed. If it is checked, then each instance of the catalog item is printed as a separate report. If it not checked then all instances of catalog item are printed as a single report.
• The Requires Verification checkbox controls whether the catalog item needs to be verified before the system considers it complete. When this option is checked, if a user attempts to discharge a patient whose medical record contains this catalog item in an unverified status, the user is notified in the discharge pop up. Information regarding catalog item requiring verification on a patients record is also displayed on the Patient List screen.
• When the Show draft watermark until the patient is discharged checkbox is checked, the word DRAFT will be displayed on the document report until the document is verified and the episode is discharged. This checkbox will only enabled when the Requires Verification checkbox is checked.
• The Report Override dropdown will display a list of custom reports that can be used in lieu of a system generated report for that particular catalog item.
• The Display Time checkbox simply controls where the date and time information of when the catalog item is added to the medical record. This is particularly useful in tracking recurring requests.

Once your Catalog Item is saved, additional sections are displayed on the screen. Depending on the Type of Catalog Item some combination of the sections described below maybe displayed on the screen.

Charges

This section allows you to associate charges with this catalog item. The charges could be based on service fees, product pricing etc. Currently the system does not allow for manual selection of these charges for when the catalog item is used, all charges associated with this catalog item are added to the bill when it is utilized.

Episode Type Parameters

This particular section is currently not functional in the system. The concept behind it was to enable users to associate catalog items with particular episode types and provide specific functionality such as auto adding documents or requests to a patient record based on the episode type at the time of patient check-in.

Digital Documents

Here you can associate documents with the catalog item.

Clicking the Add button will display a pop with a dropdown that includes all available documents. Users can start typing in the name of the document to find it quickly.

Description Items

Questions

Tests

User Roles with Edit Access

User Roles with Verify Access (Document Type Only)

Request - edit/verify  Document - Verify