Appointment Show Who Created It

juggernautsei wrote on Wednesday, November 11, 2015:

I have a request for the calendar to show who created the appointment. In a large practice this is important where as in a small practice not so much.

Has anyone added this feature? And would like to share?

fsgl wrote on Wednesday, November 11, 2015:

Two ways to do this without coding:

  1. Have secretary enter her initials in Comments in Add Event dialog. If she forgets, Logs can always be checked.
  2. Color code Calendar Categories for each secretary. For example if the practice has 3 types of appointments, assign mint green for the 3 scheduled by secretary A.

If separate field is required for “Scheduler”, interface/main/calendar/add_edit_event.php will need changing.

mdsupport wrote on Wednesday, November 11, 2015:

Isn’t the “last update by” display at the bottom of add/edit popup enough?

fsgl wrote on Wednesday, November 11, 2015:

If secretaries B & C are new to the staff.

B makes a mess of the appointment book, but C remembers everything from in service briefing.

Secretary A has to mop up the mess.

Difficult to structure more training if the work of B & C cannot be distinquished.

bradymiller wrote on Thursday, November 12, 2015:

Hi,

The Patient Tracker/Flow Board feature collects and stores this information. When an appt is created and whenever the appt is modified, it is recorded as a separate entry in the patient_tracker_element mysql table(and the user that made the change is recorded). Not able to see this in the openemr gui anywhere, but wouldn’t be tough (especially for Terry) to add a column in the Reports->Visits->‘Patient Flow Board’ report to show the user that made each modification, including the user that made the initial appt (when the ‘Show Details’ toggle is clicked).

Note that issues can arise here, though, if users are changing the date/time of an appt. This is because in this case, a new entry is created in the patient_tracker mysql table with corresponding separate entries stored in the patient_tracker_element. So, in these cases, would need to do some “fancy” stuff to get a full analysis of what happened to an appt where users are changing the date/time of it (bundle the entries in the patient_tracker mysql table that have the same eid).

Note special issues will also arise when doing a full analysis of a recurrent appointment.

-brady
OpenEMR

juggernautsei wrote on Thursday, November 12, 2015:

The issue with color coding is that most places use the color coding for appointments and/or facilities. There is not an option for a third color feature.

juggernautsei wrote on Thursday, November 12, 2015:

No, they want it on the calendar itself. You know people hate clicking to get information. They want it in their face. Clicking takes time and time is money!!! ;-^)

fsgl wrote on Thursday, November 12, 2015:

How many satellite locations, Patient Categories & schedulers are we talking about?

Even with 3 locations, 6 categories & 3 schedulers per location; color coding is still feasible. It is just a matter of good planning & using the full palette of hues & shades.

Note that Patient Categories are mostly defined by duration, therefore time slot is another parameter to structure appointments. If there is a problem distinquishing between Dragon Green & Mint Green on the Calendar, the text of the category is another aid to separate the 2 appointments.

Facility color coding occurs to the left of the appointments. See attached. It is not possible nor practical to have all facilities displayed in one screen, thus facility color coding is moot.

If not color coding, that leaves initials (or numbers) in Comments. This would count as a suggestion; difficult to bill the practice for something that requires so little work on the part of the developer.

Usually Comments are visible as a mouse-over, but there is a thread about having it appear in the large calendar full-time. Will find it if there is a need.

If not Comments, coding will be necessary.

juggernautsei wrote on Friday, November 13, 2015:

I understand and it doesn’t take long to memorize the color coding schema.
They have 6 offices and 18 categories.

I did a little coding and added it to the mouse over since the data is already stored in the table.

fsgl wrote on Friday, November 13, 2015:

O.K., coding was done to add creator & move it to next line.

Please contribute codes back to Project.

If you need comments to appear in the appointment line (without mouse-over), I’ll dig that thread up. See attached.

fsgl wrote on Friday, November 13, 2015:

For my own curiosity, found it.