Menu Item

Explanation

Collapse Episode

Shrinks the contents of the episode to where only the header bar is visible.   This will change to Expand Episode when the episode is already collapsed.

Expand Episode

Opens the episode so that all medical record groups inside the episode become visible again.  This will change to Collapse Episode when the episode is already expanded.

Comm. Log

Opens or closes the Communication Log side panel.

Filters

Opens or closes the Filters side panel.

Go To Admission

Loads this episode on the Admission screen.  Once an episode has been checked in, no changes can be made on the admission screen, but this is a helpful shortcut for PAs that have not yet been admitted, or to verify information on the admission screen itself.

Add New Element

The main menu for adding new content to the episode.  See the section below for an explanation of all the options.

Create Alert

Allows you to add an alert either to the patient, or only for this particular episode.

Add Reminder

Adds a Patient Reminder to the Visit Information tab.  This section is always visible at the top of the record, as long as there are active reminders.

Verify Items

For supervisors, this button opens the Verification window for a single all in one step.  Any user can open this window, but a supervisor must have the privileges and rights to verify the contents of the episode within the window using the second sign-in option.

Add ASAQ Eligibility

Marks the episode as qualifying for ASAQ.  This option is only available in Montreal.

Update Location

Changes the patient's location in the system.  Use this for patient tracking.  Locations can be independent of the episode unit. For example if the patient will be boarded overnight but is in the care of the internal medicine department, the location can be changed to an overnight unit temporarily.

Transfer Episode

Changes the Episode Unit from one service area to another.  If a patient was admitted to the emergency department, the unit can be changed to internal medicine if they will be taking over the care of the patient going forward.    This button will start the Transfer Request, and the new unit must complete the request and change the attending clinician if necessary.

Admit Patient

Changes the episode status from Open to Admit.  This action can be used to change the Episode Type automatically.  

Discharge Options

Displays additional options for Discharging the patient. See the section below to learn more about those options.

View Order

Goes to the Order Management Screen for the open order of the episode.  If there are multiple open orders, it will go to the most recent related order added.

Schedule Appointment

Loads the Schedule Screen and adds the patient's information to an appointment object on the left hand panel, where it can be added to the appropriate schedule directly.

Hold on Patient List

Adds the Hold on Patient List option, so that if the patient is discharged later on, it will still remain in the Hold section of the patient list.   Changes to Remove Hold on Patient List once this hold has been set.  

Admin Features

Elevated privileges locked behind administrative access. See below for more information on these features.

Menu Item

Explanation

Add Document

Opens up the Add Document window.  Documents are intended to be added by the episode unit, and filled out by the user who added it.  Some documents can be set up to add to an episode automatically.

Add Document or Request (optional view)

If your hospital has turned on this feature, all documents will be treated like requests and the menu will be combined for them.

Add Prescription

Opens up the Add Prescription window.  Prescriptions are filled out by the user, then approved by the Requesting DVM, after which the Pharmacy department can process and fill the prescription for later pick up.  Pharmacies that are listed as dispensaries can complete the process within the Add Prescription window, and print the forms out from the patient record.

Add Request

Opens up the Add Request window.  Requests are intended to be filled out by the user, then approved by a supervisor, but ultimately performed by a different service area than the episode unit.  For example, a surgery episode may put out a request to anesthesiology.  Or an emergency unit may put out a request to radiology for images.

Add Medication

Adds a non prescription medication to the medical record.  Use this for vaccines, anti-parasitics, shampoos, and other items that don't necessarily require a prescription at your hospital.

Add Client Reported Medication

Use this option if the client informs you that the patient takes medication that was prescribed from an outside source.  For example, if the patient has epilepsy and takes phenobarbital to control it, it can be added here. 

Add Personnel

Allows the user to add themselves or others to the episode.  At a minimum, each episode must have an attending clinician.  You can also indicate which students, techs, or other faculty and staff were part of this episode.

Add Diagnosis

Opens up the Diagnosis section of the medical record.  Allows the user to enter in SNOMED codes or search by key words.  Possible diagnosis can be included as part of the differential process, and the final diagnosis can be marked as Definitive.  

Add TPR

Adds a TPR section to the patient record.  Multiple TPRs can be added over the course of a visit.  TPRs can also be added via a document element within digital documents, and will automatically update to this section of the patient record.

Discharge Patient

Opens the Discharge window with all the default information filled in. All options can be reviewed and selected before discharging the patient.

Schedule a Pickup

Opens the Discharge with the “Schedule a Pickup” flag already checked. This flag allows you to enter a Schedule for this pickup to be added to, and the date. You can also add a description.

Add to Needs Appointment List

Opens the Discharge with the “Add to Needs Appointment List” already checked. This flag sends a Needs Appointment task type to the listed schedule, so the unit managing the schedule can contact the customer and find an appropriate time slot in the future.

Hold on Patient List

Opens the Discharge with the “Hold on Patient List” flag already checked. This will still Discharge the patient, but add it to the Hold section on the Patient List so that the episode can be reviewed or any final tasks cleared up. Note that Deficient Discharged Episodes automatically appear in their own section. This option is for episodes that are not deficient, but may have extra work that needs to be done still.

Delete Episode

If this episode was created by mistake, it can be deleted. Use this if a second PA was made when there was already an admission created that was intended to be used.

Merge Episode

If a second episode was created by mistake, opened, and work was already performed on it, you can merge all the components of the episodes together.

If you will be merging two entire patient records, this step can be performed afterward to get the two episodes combined into a single visit once the patients have been merged.

Edit Episode Header

Edit Episode Header opens a window to allow the administrator to make changes to the underlying data for the episode, such as the episode type or the unit, if a mistake was made during the admission process.  These functions can be used as an alternative to deleting and creating a new episode with the correct information.

Current Unit

The current unit that the episode is assigned to. If the patient is being transferred from one unit to another, this should be changed through the Transfer process. Only adjust this unit if the original unit on the episode was set incorrectly.

Admitting Unit

The admitting unit that the episode was assigned to. Only adjust this unit if the original unit was set incorrectly during the admission.

Admitting DVM

The admitting DVM that the episode was assigned to. Only adjust this DVM if the original information was set incorrectly during the admission.

Appointment Type

The appointment type set on the admission when the PA was created. Only adjust this if the original information was set incorrectly during the admission.

Episode Type

The episode type linked to the appointment type when the episode was created.

Reason

The original reason set on the admission when the patient was admitted. Only change this if the information was incorrect when the patient was checked in.

AVMA Reporting Flag

Indicates that this episode should count as an AVMA visit. Only change if this information was incorrect when the patient was checked in.

Field Service Flag

Indicates that this episode should be tracked as a Field Service visit.

ASAQ Flag

Indicates that this episode counts towards ASAQ.

Check-in Date

The date and time that the patient was checked in. If a patient was checked in too early or too late, this is where it can be adjusted. You cannot undo a check-in, you can only change the date and time, or delete the episode entirely.

Admit Date

The date and time that the patient was formally admitted. If a patient was admitted too early, or too late, this is where it can be adjusted.

Discharge Date

The date and time that the patient was formally discharged. If a patient was admitted too early, or too late, this is where it can be adjusted.

Closed Date

The date and time that the episode was closed. This should only be adjusted if the episode was closed too early by mistake.

Go To Order Management

Goes to the Order screen for the bill associated with this episode. Use CTRL+Click to open this in a new tab.

Go To Pick List

Goes to the Order Management screen for the bill associated with this episode, but opens with the Pick List already selected.

Go To Cashier Screen

Goes to the Casher Screen for the Client that is set as the Bill Party on this episode. Use CTRL+Click to open this in a new tab.

Create Estimate

Creates a new estimate. You must have the Create/Manage Estimate privilege to be able to perform this action.

Print Detailed Order

Prints the full order for this episode, including all the line items.

Add Document

Allows you to add a custom billing document. You can use this feature to create hospital specific financing or monetary agreements or other types of documents that should be associated with the Billing category.