Workflow Management

Day-to-Day Users
1

dennisjoslin wrote on Tuesday, February 24, 2009:

I am attempting to adapt OpenEMR for use in a sleep lab environment.  One of the challenges I see is managing workflow.  I plan on creating “Chart Locations” for each step in our workflow and creating a query screen the user can use to see/access the charts are in the selected step of the process and see how long it’s been there so the appropriate person can sit down and know what they have to work on based on the Chart Location queue.

I was just wondering if anyone else had attempted anything similar so I’m not re-inventing the wheel unnecessarily!

Thanks.

2

cfapress wrote on Tuesday, February 24, 2009:

SleepIT,

I believe there is already something like this available in OpenEMR. It’s called the ChartTracker and can be found in the left-hand column, if you’re using that style of interface. Our Agency has not used it but I’ve seen it mentioned around the Forums.

It might not meet your needs but it’s worth taking a look before spending hours creating something new.

Jason

3

dennisjoslin wrote on Tuesday, February 24, 2009:

Jason,

I see that option, but it’s only searchable by Patient ID.  I’ve created the “Chart Locations” that I want, but there is no UI feature to see what charts are in that location.  I think that all I need to do is modify the ChartTrk LookUp/Results screen to search by Chart Location and then list the charts IN that location (along with Appt date, this helps us ensure our post-appt workflow is accomplished in a timely manner). 

I will search the forums some more to see what was said.

Thanks!

4

cfapress wrote on Wednesday, February 25, 2009:

Hi Dennis,

Yes, I think you’ve got it right. The code for the ChartTracker right now only allows you to search for charts based on the patient’s ID number. There is no way to find out what charts are in a given location. That code would need to be added to the logic.

I’m not certain who originally wrote the code. I believe it was Rod Roark. He might be able to fill you in on some details.

Jason

5

aperezcrespo wrote on Wednesday, February 25, 2009:

Hi
  It would also be nice if the search option were expanded to include searching by name and DOB and anything else that comes to mind.

Thanks

6

aperezcrespo wrote on Wednesday, February 25, 2009:

Oh and Who has what charts might be real nice too.  For example Userx has charts A,B,C and D.

Thanks

7

dennisjoslin wrote on Friday, February 27, 2009:

Making progress, I have added a field to the database, ct_by, which documents who has moved the chart to the new location.  I am still working on the location query and results table (I’m learning a lot of this as I go so am not very fast yet). 

I will upload the new chart_tracker.php when I’m done for review (and probably improvement).

Thanks!