Screening is the initial evaluation of an individual, intended to determine suitability for a particular treatment modality. You must screen a patient who has been checked in.
In this process to screen a patient, you locate the patient details and then access, record, and change:
1. Clinical history
2. Allergies
3. Vital signs
4. Nurses Note
5. Smoking status
6. Reviewing of systems
To search for patient's details:
Prior to checking in a patient, you need to search for the patient's details.
1. In the home page, from the horizontal menu, click Home.
The Dashboard is displayed with the list of appointments for the day.
Fig 1: Home Dashboard
2. In the Scheduler widget, in the search field, enter the first name / last name / chart number of the patient.
Fig 2: Scheduler Search
3. Click Search.
The appointment details for the particular patient are displayed.
Fig 3: Scheduler Search Patient
4. Another way of searching a patient: From the Show All drop-down list, select Screening.
Only the details of patients to be screened for the day are displayed.
Fig 4: Screening
5. Scroll to locate the relevant patient.
Tip: If the list is long, click Next to move to the rest of the patient names.
To screen a new patient:
6. Click Screening next to the patient name.
The Screening popup is displayed. Two screenshots are given below - one for new patient and another for a follow up patient.
Fig 5: Screening New Patient popup
Fig 6: Screening Follow up Patient popup
7. Click Continue.
The Clinical window with the Nursing Station selected is displayed.
Fig 7: Clinical
Note : A banner comprising the different steps/sub-processes ( Clinical History, Allergies, Vital Signs, Nurses Note, Smoking Status, ROS) for completing screening are displayed along with check boxes at the top. On completion of the individual sub-process, the check box against it is automatically selected. A Done button is also provided for specifying the completion of the whole process.
Tip: (a) Though not recommended, the user may click the Done button to complete the screening process without completing any of the sub-processes (Allergies, Clinical History, Vitals, Nurses Note, Smoking Status, ROS). (b)Then, click Ok in the Confirmation popup. (c) You will then be directed to the Home page with the status against the appointment changed to Examine.
Note: Click the hyperlink in the below procedures to go to the related process.
8. Recording information for the sub-processes:
Allergies (Click the hyperlink to go to the Allergy section.)
Vital Signs (Click the hyperlink to go to the Vitals section.)
Nurses Note (Click the hyperlink to go to the Nurses Note section.)
Smoking status (Click the hyperlink to go to the Smoking Status section.)
Review of systems (Click the hyperlink to go to the Review of Systems section.)
9. From the left menu, select Clinical History and enter the following details.
Medical Profile (Click the hyperlink to go to the Medical Profile section.)
Medication/Other Physician - OTC (Click the hyperlink to go to the Medication/Other Physician - OTC) section.)
Immunization & Shots (Click the hyperlink to go to the Immunization & Shots section.)
Social History (Click the hyperlink to go to the Social History section.)
Family History (Click the hyperlink to go to the Family History section.)
Fig 8: Clinical History
10. Click the Done button on the extreme right of the Screening Process banner to complete the Screening process .
The Dashboard is displayed. The status of the patient's appointment is changed to Examine.
Fig 9: Status Change to Examine