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1 Clinical. Financial. Integrated. Enhancement January 2015

2 Table of Contents Entry... 3 Single Occurrence Type... 3 Account Type Selection... 4 Employee Account Type Entry... 5 Visitor Type Entry... 6 Other Account Type Entry... 7 Other Witnesses to the Occurrence... 8 Incident Reviewers... 9 Triggered Forms Print Master Files Occurrence Category Maintenance Critical Incident Maintenance Category Triggered Forms by State and Facility Occurrence Answer Triggered Form Entry Occurrence Reviewer Maintenance Occurrence Witness Types Updates and Patches... 17

3 Entry Single Occurrence Type A new update combines occurrence categories and critical incident codes into a combined occurrence category, which is displayed as critical or non-critical. When selecting from the category code drop-down considered critical, it will be highlighted in red for easy identification. Critical incident code entry is no longer required and removed from occurrence entry as shown below.

4 Entry Account Type Selection Internal indicators, which are used to denote inpatient, outpatient, or emergency room registration, controls which account types will be displayed in the account selection window. All account types are checked when the initial window is displayed, and can be turned on/off to locate a patient.

5 Entry Employee Account Type Entry Two new fields, employee title and employee sex, have been added to employee occurrences. The required entry of employee Social Security number and department has changed to system preferences. The organization will determine if this field is required during installation.

6 Entry Visitor Type Entry The fields, title and sex, have been added to visitor occurrences.

7 7 Entry Other Account Type Entry The required entry of name has changed to system preferences. The organization will determine if this field is required during installation.

8 8 Entry Other Witnesses to the Occurrence The field, other witnesses to the occurrence, has been added to each occurrence. Each witness entry consists of a witness type, name, and title. Witness types are organizationally defined, allowing a coded classification. The number of witnesses is unlimited.

9 9 Entry Incident Reviewers The number of possible reviewers has been increased to eight. The number and titles of each reviewer are organizationally defined during installation.

10 10 Entry Triggered Forms Print Users can now print individual triggered occurrence reporting forms.

11 11 Master Files Occurrence Category Maintenance Category codes can be classified as critical or non-critical in the category code master file. Categories flagged as critical will display in red in the drop-down box. Critical Incident Maintenance Critical incident code maintenance and listing have been removed from the occurrence maintenance page, as critical incident codes are now combined with category codes.

12 12 Master Files Category Triggered Forms by State and Facility The triggering of forms has been expanded to allow for conditional forms, which are triggered by state or facility. For example, your organization may have facilities in multiple states, and each state has its own incident form and data requirement. Now, two different incident forms can be created for each state. Conditional triggered forms can be used to trigger each state form based on defined rule.

13 13 Master Files Occurrence Answer Triggered Form Entry An answer in occurrence forms can trigger an additional occurrence form to be completed. Conditional form entry has been added to form response maintenance.

14 14 Master Files Occurrence Answer Triggered Form Entry Selecting conditional forms will list current conditional entries, and allow the addition of new entries. Forms can be triggered by state or facility for as many entries per response as required.

15 15 Master Files Occurrence Reviewer Maintenance Occurrence reviewer types limits the number of entries to match the number of reviewers defined by your organization. This value is organizationally defined during installation.

16 16 Master Files Occurrence Witness Types A new field provides witness types.

17 17 Updates and Patches In addition to the listed enhancements above, various patches and other system integration updates will be installed.

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