Inpatient Workflow

The inpatient workflow is an alternative scheduling method that lists patients based on inpatient encounters, rather than listing patients by appointment. This workflow feature is only available when enabled by the client, and is not available for all users.

For example, a physician is required to make regular rounds to all patients admitted to Critical Care. The inpatient workflow allows the physician to easily track which patients are on his ward, and if he has dictated on them today, or if he still needs to visit them. Inpatient also allows the physician to clear his schedule manually when he needs to see patients more frequently.

To switch between the standard appointment screen and the inpatient workflow, tap the Filters button on the upper right corner of the Patients screen, then tap Inpatient in the Mode section. To change back to the outpatient appointments view, tap the Filters button then tap Schedule (OutPatient).

Patient List

The Patient List on the Patients tab provides a comprehensive overview of patients based on the filters and sorting criteria set by the provider. This list offers valuable information at a glance, allowing providers to quickly identify and select the correct patient for dictation, streamlining the workflow and enhancing efficiency in managing inpatient care.

Each patient encounter card includes essential identification details:

• Admit Date - When available, the admit date will be displayed above the patient card on the left.
• Discharge Date - When available, the discharged date will be displayed above the patient card on the right.
• Patient Name
• Patient ID
• Encounter Data Field - The contents of the encounter data field varies based on client configuration. It will appear next to the Patient ID.
• Custom Encounter Field - An additional data field can be added to the patient card by navigating to the Settings tab, tapping Custom Encounter Field, and selecting the desired field. The data will then appear to the right of the patient's name.
• Treatment Status - Indicates whether the patient has been treated, marked by a bandage icon. This status can be reset to help track which patients still need to be visited during each round of care.
• Dictation Status - Icons and color coding indicate if a dictation has been started, is uploading, or is completed. If no icon exists, a dictation has not been started on this device.
  Dictation on Hold - The patient has a started dictation that has not yet been uploaded.
  Uploading - The patient has a dictation that is currently uploading.
  Complete - The patient has a recorded dictation and has been successfully uploaded.
  

Additional buttons available on the Patients tab include:

       Add - Add a new patient the Patient List. See Add and Remove Patients for more details.

       Filters - Switch between Inpatient and Outpatient workflows, and select sorting, filters, and patient list views.

       Clear Treatment Status - Reset the treatment status for all patients, marking them as untreated.

Inpatient Views

The default inpatient view is "My Patients" which lists all patients whose inpatient counter uses the work list scheduling resource assigned to the logged-in user. eSOne Mobile can also list inpatient encounters by Author Groups or Location Resource. To change views between My Patients, Author Groups and Locations, tap the Filter button. The Author Groups section will first list My Patients, followed by all Author Groups setup for the client. The Locations section follows, listing all inpatient location resources for the client. Tap on a view to load it in the Patients tab; a check mark will indicate which view is selected.

• My Patients - Displays all patient encounters linked to the default schedule resource of the logged-in user. This is the default view in inpatient mode.

• Author Groups - The Author Group view allows the provider to see all patients associated with any providers enrolled in the selected Author Group. By tapping on an Author Group name, the provider can view the full list of patients for that group, regardless of whether they are enrolled in the group themselves. Enrolling in a group enables other users within the group to view the provider's patients as well. To enroll or disenroll from a group, tap the slider button.

• Locations - Use Locations to show all inpatient encounters based on the location resource, regardless of the associated schedule resource.

Filter Patient List

Patient lists can be filtered based on the status of the patient. When the filter is enabled, indicated by a checkmark, patients with that status will appear in the list. Both status filters, Discharged and Treated, are on by default, but can be disabled, hiding the patients with that status.

• Discharged - Patients have a date populated in the Discharge Date field. Unchecking this filter will hide discharged patients.
• Treated - Patients marked as Treated (by starting a dictation or manually marking the patient treated). Unchecking this filter will hide treated patients.

If a patient is both discharged and treated and only one of the filters is enabled, the patient will be hidden from the patient list.

Sort Patient List

Choose a sort option in the Filters screen to order the inpatient list. Each option can be sorted ascending or descending by choosing the desired setting above the Sort options list.

• Admit - Sort patients based on the admit date and time. When sorted ascending, patients without an admit date will appear first; when sorted descending, patients without an admit date will appear at the bottom of the list.

• Discharge - Sort patients based on the discharge date and time. When sorted ascending, patients without a discharge date will appear first; when sorted descending, patients without a discharge date will appear at the bottom of the list.

• Treatment Status - Patients not marked as Treated will appear at the top of the list, Treated patients will appear at the bottom.

• Patient Full Name - Patients will be ordered alphabetically by the patients' full names (if the first names match then the middle initial and/or last names will be used to further order them).

• Patient Last Name - Patients will be ordered alphabetically by the patients' last names, but will still appear in "First name Last name" format in the schedule list.

• Patient First Name - Patients will be ordered alphabetically by the patients' first names.

• Dictation Status - Patients will be ordered based on the status of the dictation. When sorting in ascending order, the status are arranged as follows:

  1. No Dictation
  2. On-hold Dictation
  3. Dictation Uploading
  4. Dictation Completed

If multiple patients have the same primary sort order value, they will be sorted alphabetically by full patient name. If those patients also share the same name, they will then be sorted by dictation status. However, if the primary sort order is set to patient name, the secondary sort order will be dictation status.

Treatment Status

Patients who have received treatment are marked with a bandage icon .

Patients are automatically marked as treated when a dictation has been started. The treatment status can be toggled on and off using the Set treatment status option from the Record Screen menu.

To remove the Treatment Status icon from all patients, press the Clear Treatment Status icon from the patient list.

Add and Remove Patients

Patients can be added to the inpatient list by tapping the Add button.

Search for an existing encounter by entering the Patient ID, Patient Name, and/or Order Number. Tap the Search button to run the search and view matches. Tap on the patient in the search result to begin a new dictation.

If the Patient ID was used for the search and no matches are found you will have the option to create a new dictation using the Patient ID. Tap Cancel to return to the Search window; tap Use to apply the search criteria to the appropriate fields in a new dictation.

To remove patients from a work list, choose Remove from my work list in the record screen menu.

Record Screen

To view encounter details and record a dictation, select the desired patient from the patient list. Recording controls are available at the bottom. When recording is completed, tap Upload in the upper right corner to submit the dictation.

Please see Record Screen for additional details on dictating from the eSOne Mobile App.

Date of Service

The record screen is similar to that of an outpatient appointment, with a minor difference in the Date of Service. The Date of Service, which is labeled as Appointment Date by default but can be customized by the client, can be set to reflect the date and time the patient was treated while admitted. This date can be manually edited by tapping on the field or auto-populated by enabling the Set Inpatient Appointment Date to Dictation Date option in the Settings tab. When enabled, the Appointment Date will automatically populate when the patient encounter is opened from the Patient List.

Please note the client configuration settings determine which fields are visible and editable.

Uploading Multiple Dictations for the Same Patient

Multiple dictations can be uploaded for the same patient without needing to add the patient to the list again. To do this, follow these steps:

1. From the Patient List, select the existing patient encounter.
2. Open the Record Screen Menu.
3. Select New Dictation.

This process starts a new dictation while retaining the same patient encounter information. Once the dictation is completed it can be uploaded. Only the last dictation can be played back from the mobile device.