Details for each line of the Patient Timeline

Episode Entries on the Patient Timeline

Initial PA Creation

• Date / Time, Episode Number, Unit, Appt Type, Reason

• PA icon

• Light gray background (episode content change)

Open

Episode Appointment added

• Date / Time added, Episode Number, Unit and Schedule, Appt Type, Date and Time of Appointment

• Schedule Icon

• Light gray background

Open

Patient Checked In / Episode Opened / Patient Admitted / Episode Discharged/ Episode Closed

• Date Time checked in, Episode Number, Status change, Unit, Appt Type, Reason

• Episode Icon

• Light gray background

Episode Transferred Between Units

• Date and time of transfer, Episode number, Status change, New Unit

• Transfer Icon

• Light gray background

Appointment reschedule or cancellation

• Date Time of change, Episode number, “Appointment Change/Cancelled”, Schedule, New Appt Type (if changed), New Time (if changed) - if cancelled, stated the appt time and date of the cancelled appointment

• Schedule icon

• Gray background

Episode cancellation

Identical to the Episode Opened one, but uses the PA icon

• Date Time, Episode number, Status: Cancelled, Unit, Appt Type, Reason

• PA icon

• Gray background

Episode components added

These should all follow the same formula:

• Date Time, Episode Number, Component Added, name of Document or Request, Status of component where applicable, Added By User

• Icon: Appropriate for episode component

• Color: Gray

Use this for:

• Documents (with document name and status)

• Requests (with request name and status)

• TPR

• Diagnosis

• SOAPs

• Add Alert (with alert name)

• Add Patient Reminders (with Patient Reminder name)

• Document and Request Approval/Verification ( and other status changes)

Financial Entries on the Timeline

Estimate Added

• Date / Time Added, Episode Number, Action (Added, Accepted, rejected, Cancelled, etc), Estimate Low, Estimate High

• Calculator icon

• Light green background (Financial)

Deposits taken

• Date Time Added, Episode Number, Deposit Amount, Balance

• Cashier (Dollar Sign) Icon

• Light Green background (Financial)

Order Opened, Order Closed

• Date Time Added, Episode Number, Status Change, Remaining Balance

• Cashier Icon

• Light Green background

Communication Entries on the Timeline

Appointment Reminders Sent

• Date Time Sent, Episode Number, “Appointment Reminder Sent”, Appt Time, Unit, Appt Type

• Communication Icon

• Blue background (Communications)

Communications On Comm Log Events

• Date Time, Episode Number, Client Name, first 10 or so words of the email or client comm log note

• Communication Icon

• Blue Background

Patient Reminders Sent

• Date Time Sent, Episode Number, “Patient Reminder Sent”, Client, Reminder Name

• Communication Icon

• Blue background

Prescription Events on the Timeline

Prescription events should be a distinct category. They will have a pink background and display for all status changes on a prescription.

• Date Time, Episode, Status change, Drug, Pharmacy, Approving DVM

• Pharmacy Icon

• Pink Background

Prescription changes that will require an entry:

• Prescription Requested/Approved (only one if it’s done in a single step)

• Prescription Filled / Refilled

• Add Medication / Vaccine / OTC

• Cancel Prescription

• Prescription Request rejected by pharmacy

• MAR added