Doctor Workspace
From TAPASWiki
The workspace for the physician will include many function tabs that are similar to the other workspaces - functions that are common to all users.
This page describes all common tabs. All other tabs will be described in the other role focus tabs:
Currently there are five function tabs for physician roles in TAPAS.
Contents |
My Messages
The "My Messages" screen allows the user to review his / her messages that have been received and sen. It is also the place where new messages are written by the user.
The Section List Area shows a list of messages. The list is filterable by two methods:
- Selecting what is shown in the list: received messages, sent messages or all messages.
- By searching for text in the name and subject through the search bar at the top of the section list area.
Directly below the list area are buttons that allow a user to write a "new message", "reply" to a message, and "forward" the selected message to another user or group. These three buttons will create a new message (described below).
Clicking on a message will select it and present the details and message body in the action panel. This action panel in this mode will be view only and shows the details of the selected message (eg who it is from and who it was sent to). The user can chose to delete the message from the action panel.
Users will be able to print a selected message from this screen by clicking the print button. This will print out the details from the action panel along with a time stamp of when the message was printed.
The "Mark as Read" button will toggle, depending on the status of the message. If already read, the button will display "Mark as Unread" and will toggle the read status of a message. This can be used as a "to do" marking of messages that need to be addressed in the future.
New Messages / Replies / Forwards
From the My Messages screen the user will be able to create new messages in three ways.
First the user can create a "new message" which will be blank. Here the user then populates the subject (mandatory text), body (optional text), and who the message is sent to (mandatory from a list of active users and groups in the system). Pressing Send sends the message, Cancel cancels the creation of the message and Delete will disappear when writing a message.
The second method to creating a new message will be to reply. Selecting a message and pressing Reply will populate the "To" field with the sender, add "RE: " to the subject and copy the text in the message body. The body text should be "indented" with a header indicating who sent the message and a date stamp from the message with a couple of carriage returns to provide space between messages. Each line should not be indented or marked with a ">" as in common in some email programs as the PDA viewer will dramatically change the line lengths due to the small screen. The cursor should be active in the body message at the start of the message so the user can quickly reply.
The third way of making a new message is through the "Forward" button. This behave very similarly to the reply button except it would leave the To field empty and insert "FW: " into the subject and copy the message as described above for the reply to message.
The action section is shown below with a new message being started. It also shows the filtering of messages in the list section to "Sent Msgs".
My Alerts
The "My Alerts" function tab is part of the workspace of all clinical users of TAPAS. It is provided to the user in order to see what ACTIVE alerts have been assigned to him / her or to any groups that they are a part of. (NOTE: This will not display unassigned alerts or alerts that have not been triggered by their start / end dates)
The list section displays the alerts (see below) and can be filtered by text typed into the "find" text box. This will match the text in the corresponding column selected from the drop down list of "filter options".
Alerts in the list section will also be able to be sorted by each column of the list section table.
This filtering and sorting will quickly allow users to find a sub set of alerts that they want to review.
In a future iteration, a second option for filtering would be to add a quick drop down list of the assigned groups that would let the user quickly jump to only one groups list of alerts. This would be very helpful for managing larger lists of active alerts that have different contexts. This future list would include a drop down of all groups the user is a part of plus two additional items "My Alerts" that would only show alerts that were assigned to that person and "All" which would not filter the list and show all alerts that were assigned to the user and any groups that he / she was a part of.
NOTE: At this time, in order to create a new patient alert, the user will need to go to that patient's summary and create a new alert.
Selecting an alert from the list section (by clicking it with the mouse) loads it into the "Edit Alert" action section below. Here many more details are shown about the patient and the alert.
In the action section the user will see some quick details about the patient. For more details, the user can tap "View Summary" and this will open the patient summary in a new focus tab (or bring that tab to the front if it is already open).
The user can edit / update any of the fields in the system including: title, details, start / end dates and to whom the alert is assigned.
The save button will save any updates, cancel will cancel any changes.
"Completed" will ask the user if they want to complete the alert. If confirmed, it will change the end date to today's date and deactivate the alert, removing from the list section.
"Delete" will warn the user that they are deleting the alert and then it will archive the alert in the audit history if the user agrees.
My Referrals
This screen provides a list of ACTIVE referrals that are assigned to the user (or groups that the user is involved in) so that they can review their referral "task list" rather than having to maintain a paper list or stacks of charts as are typically done on paper now. This screen is available to all clinical users in TAPAS. It has the same fields as the edit referral, plus additional information about the specialist that would be helpful for the MOA who typically is managing the referrals in the office such as phone and fax numbers.
The list section in the top of the tab shows a list of all active referrals that are assigned to the user & groups that the user is a part of. This can be filtered in the same way as described for alerts.
Clicking on a referral in the list populates the "Edit Referral Status" below in the action panel. Here the user will have a summary view of the patient that would be helpful for managing the referral (the referred by item shows the creator of the referral) as well as being able to update the following elements:
- Referral Manager - a list of active clinician users and groups in TAPAS. This can be reassigned as appropriate. For example, additional information may need to be written by the MD in the referral before a specialist will accept the patient. This can be reassigned to the MD, who can then simply edit the existing text.
- Specialist - the specialist can be reselected. If, for example, the originally selected specialist is no longer accepting patients, then the MOA may decide to, in discussion with the MD, change the specialist.
- Urgency - this may be edited
- Office Notes - this free text box will be used to provide additional details about the status of the referral. e.g. "Waiting for CT Scan from hospital before contacting specialist"
- Status - based on the status list described in the referral page
- Appointment date and time - this can be updated optionally once the date and time have been determined in the workflow.
Also from this screen, the user can reprint the referral or review the full referral details.
Clicking the "Review Full Referral" button will open / bring to the front the patient summary and open the referral.
At the bottom, the user can "save" changes, "cancel" changes or "delete" the referral. Deleting the referral will warn the user and suggest that "If this referral is concluded please change the status to 'Referral Concluded' rather than deleting the referral. Deleting if meant to remove referrals that were generated in error. Do you still wish to delete this referral?"
For more information see the Referrals page.
My Groups
The my groups page a way for users to manage the groups that they are in without relying on an administrator.
The top half of the function tab is a list of groups that a user is a part of (this is not the complete list of all groups, just the groups that the user is a part of) and the numbers of members in each group. Other information may be added in the future about the groups if that is important (for example a group description might be helpful). Selecting a group will show the members of the group in the action panel below.
Users cannot add themselves to a group. They can only remove themselves. In order to maintain the trusted nature of groups, users that are already in groups can add people into the groups, but users cannot add themselves to a group themselves. To be added to a group, a trusted member of the group or a trusted administrator must add you. Any member of a group may add another TAPAS user to the group through this interface.
For a user to remove themselves from a group, the group is selected and "Remove me" is clicked. The user should get a warning "You are being asked to be removed from 'Group Name'. This cannot be undone. Do you wish to continue?"
Other users can be added / removed from the group using the lists in the action section. Selecting users (multi select should be supported) and clicking "Add" will add them to the group. Selecting users from the group list and clicking "Remove" will remove them from the group. Pressing save commits the changes (with a pop up warning) and cancel cancels changes.
This panel is available to all users to view their groups.
My Settings
All users will have a "My Settings" function tab in their workspace. It is there to allow users to adjust their own settings such as contact numbers and passwords.
This uses the same plan for data entry as in other demographic screens and allow for multiple user addresses, etc.
The college ID, billing # and payee # are specific to the physician and not relevant to other users.
Users (excluding administrators) cannot add themselves to a group or change their roles. Administrators can do this in the User management function tab
Space is saved for PDA management once that gets integrated in future iterations.
