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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Patient Scheduling
Created by Clarissa Calhoun
Created on Oct 13, 2022

Scheduling Enhancement - Create New Visit

Currently scheduler only allows for Temporary Registration. There needs to be an option to have an option to create a visit. Enterprise Wide Scheduling launches users into the person profile. From there users based on security setting can create new visit or temporary visit.

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  • Clarissa Calhoun
    Reply
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    Dec 13, 2023

    "Create New Visit" in Charts & Scheduling needs to default to the same programing that is in "Create New Visit" in System Menu's Person Profile. Then another button needs to be created for "Create Temp Visit" and also match what is available in System Menu's Temporary Registration. Then this needs to be made available within all the areas within Chart lookup result option to Create New Visit. TPEHR, EDIS, & Nursing Tracking Board). Security would need to reflect the same or updated. This will create consistency between Charts, Scheduling, Person Profile Options in System Menu.


    This is the most common complaints I have received from onboarding new clients to Thrive is that the labeling of our screens, fields, report headers, and field selection options are inconsistent between different areas of the software. This can lead to users into assuming that functionality is as it is labeled. Some are minute and others have caused frustrations in department workflow.

  • Karen Norwood
    Reply
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    Dec 5, 2023

    Although this is not exactly how visits currently work, you can link the appointment to an existing visit or create a new visit from within scheduling. But the new visit will be a temp registration.