Changes to the Hospital Portal Setup Tab

Objective: Allow the Hospital to turn the Referral tab on and off, and to assign units, users, and documents for the referral form.

1. Add a new tab to the Hospital Portal Setup screen for Referral Setup.

This tab will be visible for all hospitals whether Portal is enabled yet or not.

Open

2. Add a Flag to enable Hospital Referrals/Consults

By default this flag will be turned off. It must be purposefully turned on by a hospital administrator. This flag will control whether the Hospital Portal will display the Referrals tab when an RDVM or Clinic has the right to submit referrals and consults.

Even if it has been enabled, only accounts with the Submit Referrals flag on their Web Portal Account will be allowed to use the feature.

3. Add a Row additive setup section to allow the administrator to assign units, documents, and contact emails

The Unit selection and the Document (Catalog) section should be multi selects, to allow the administrator to assign multiple units and multiple documents in groups.

The administrator handling set up can specify if this document should be available for Referrals or for Consults.

The Contacts line should accept comma separated values, to allow for multiple email addresses to be included if desired.

Database Design: Either this data should be stored in a new table, or it can possibly be incorporated into the existing Unit and Catalog Item tables, if that would be easier.

4. Add a flag to include all Child Units

This flag will minimize setup. For example, if Small Animal wants to have a single point of contact for all referrals, they may turn this flag on. However, if Large Animal wants to break their contacts out to be more granular, for example having one client coordinator hand Field Services and another one handle in-house referrals, they can have those units separated under the multi-select, and add another row instead.