Admin Visits
- Introduction
- Visit types
- Visit times
- Visit locations
- Visit statuses
- Visit notes availability
- Actual date validation
- Enabling non-coded diagnoses
- Medication list
- Displaying extra information during (re)scheduling visit
The visits module is used to keep track of all scheduled, occurred and missed visits of each patient.
This module can be found here.
The "Visit Types" can be added per implementation by the application administrator. To achieve this click on the "Manage Visit Types" link in the "Visits" section on the "Advanced Administration" page.
On this page a list of active and retired visit types is available. Click on the "Add Visit Type" button to create a new visit type.
To create a new visit type, name and optionally description need to be provided. Saved visit types will be displayed in the current visit types list.
Created visit types will be accessible on the visit type dropdowns on the scheduling and editing visit pages in visits module available on general actions panel on patient’s dashboard. Documentation regarding creating a visit form is available here.
To edit the visit type the application administrator needs to click the "Name" of the visit type that needs changes. On this page, the application administrator can edit the "Name" and the "Description" of the "Visit type".
Edited visit types will be accessible on the visit type dropdowns on the scheduling and editing visit pages in visits module available on general actions panel on patient’s dashboard.
On the editing visit type page, the application administrator can retire visit types. This means that those visit types won’t be available on schedule/edit visit pages for patients.
Retired visit types are displayed on the "Visit Type Management" page, but the name of this type is crossed out.
Retired visit types can be unretired on the editing visit type page.
Visit types can be deleted from the system on the editing visit type page. This means complete removal of the visit type and its form.
Deleted visit types won’t be displayed on the "Visit Type Management" page nor scheduling/editing visit pages for patients.
Note: A visit type cannot be deleted if it is selected for any past visits. Error “This object is being referenced and cannot be deleted forever“ will be shown in the UI screen.
The default available visit times consist of:
- Morning
- Afternoon
- Evening
Dropdown options for visit times can be edited by the global property visits.visit-times.
The effect:
The "Visit locations" available on the dropdown on scheduling and editing visit pages for patients are configured by adding visit tag to desired location. To acquire this, the application administrator needs to click the link “Manage Locations” in the "Locations" section on the "Advanced Administration" page.
On the displayed locations list, the application administrator needs to click the name of the desired location and on the editing location page, check the “Visit location” checkbox.
All of the locations tagged this way will be available on the scheduling and editing visit pages for patient.
The default visit statuses available consist of:
- Scheduled
- Occurred
- Missed
The list of statuses can be edited by the global property “visits.visit-statuses”. The value includes a comma-separated list of statuses. Note that for a newly created visit, the first status on the list is displayed.
Exemplary value input:
Scheduled,Occurred,Missed
Statuses provided for this global property are used on the "Managing visits" page, editing visit page and on visits widget on the patient dashboard.
Below the list of global properties that need to be edited to change the desired status appearance.
| Name | Description | Global properties |
|---|---|---|
| Missed | By default, if visit note for scheduled visit was not filled 1 day after the planned date, the status will change to "Missed". | “visits.visit-statuses”; “visits.statusOfMissedVisit” |
| Occurred | By default, if visit note for scheduled visit was filled, the status will change to Occurred. | “visits.visit-statuses”; “visits.statusOfOccurredVisit” |
| Ended | By default, the status of ended visit will change to Occurred. | “visits.visit-statuses"; “visits.statusesEndingVisit” |
Note: The status name needs to be implemented in both global properties above, in the same spelling for this feature to work.
To change the amount of days to mark a visit as missed, the value of the global property visits.minimumVisitDelayToAutomaticallyMarkItAsMissed needs to be changed. The input should consist of integers, for example:
5
To enable visit notes availability (stethoscope icon on the manage visit page for patient), the visits.visit-form-uris global property should be configured.
By default, the actual visit date on visit note page cannot be set in the past. This validation can be turned off by changing the global property visits.encounterDatetimeValidation from “true” to “false”.
To enable providing non-coded diagnoses on the follow-up visit note, the UUID of non-coded concept needs to be provided into the global property “conditionList.nonCodedUuid”.
Exemplary UUID of non-coded concept:
5622AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA
The medication list available from the dropdown on the "Medicine refill visit note" can be customizable by the concept. For further information please check concepts documentation.
When we schedule a new or reschedule an existing visit we fill in the form, save the visit and the visit is created/updated right away. Connect for Life™ also provides an additional feature for displaying some extra information during (re)scheduling a visit. The extra information will indicate when the preceding visit and the next visit is planned, if the (re)scheduled visit date is on a day the clinic is closed for visits and if the (re)scheduled visit date is already assigned to exisiting visit. To enable this feature set the value of visits.extraSchedulingInformationEnabled global property to true.
When we (re)schedule a visit, we will get a new pop-up with extra information. For each visit we will see the following message:
The visit will be saved on /weekday/, /date/., for example:
The visit will be saved on Friday, 28 Oct 2022.
If the visit has a preceding and a next visit we will see:
The preceding visit is planned /X/ day(s) before, while the next visit is planned /Y/ day(s) after the visit., for example:
The preceding visit is planned 3 day(s) before, while the next visit is planned 10 day(s) after the visit.
If no preceding or next visit is available, this part of the message will be skipped.
If the visit is (re)scheduled on a day the clinic is closed for visits, the message: The visit will be saved on /weekday/, /date/. will be displayed in red.
If the (re)scheduled visit date is duplicated, we will see:
The visit will be saved on /weekday/, /date/.
Another visit already exists on this date.
for example:
The visit will be saved on Friday, 28 Oct 2022.
Another visit already exists on this date.
and if the duplicated visit date is on a day when clinic is closed for visits, whole message will be displayed in red.
How to configure the days a clinic is closed for visits?
During creating/editing a location you can configure weekdays or specific dates when clinic is closed.
Example of a message:
