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 outpatient 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
• Account Number
• 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.
  Dictation Not on Device - A dictation that is not stored locally on this device has been uploaded for this appointment. The dictation may have come from a different device or dictation method, or was uploaded from this device and has since been removed from local storage.

Additional buttons available on the Patients tab include:

       Add - Add a new dictation without searching for a patient.

       Patient Search - Performs a patient and encounter search and attaches the associated data to the dictation.

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

       Filters - Switch between Inpatient and Outpatient workflows, and select filers based on Status, Resource Codes, Author Groups, and Location Resources.

       Sorting - Sort the patient list ascending or descending by treatment status, name, admit date, discharge date, or dictation status.

Inpatient Filters

The default inpatient view is "My Patients" which lists all patients whose inpatient encounter uses the Work List Scheduling Resource assigned to the logged-in user. eSOne Mobile also groups inpatient encounters by additional scheduling resources assigned to the user, Author Groups or Location Resource. To change views between My Patients, additional scheduling resources, Author Groups and Locations, tap the Filters button. The Resources section will first list My Patients, followed by additional scheduling resources. Author Groups setup for the client and Locations sections follow, listing all each Author Group and Location Resource respectively. Tap on a filter to add it to the Patients tab; a check-mark will appear next to enabled filters. Multiple filters can be applied to combine different resources and groups into one list.

• My Patients - Displays all patient encounters linked to the Work List Scheduling Resource of the logged-in user. This is the default view in inpatient mode.

• Additional Resources - Secondary scheduling resource codes assigned to the user will appear below My Patients in the filters list.

• Author Groups - The Author Group View allows you to see all patients associated with any users enrolled in a specific group. By tapping on an Author Group name, you can view the full list of patients for that group, regardless of whether you are enrolled in the group yourself. Enrolling in a group enables other users within the group to view your patients as well. To enroll or disenroll from a group, simply tap the slider button

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

Sort Options

One sort option can be applied to reorder the list based on user preference. The list can be sorted ascending (oldest to newest dates or A to Z) or descending (newest to oldest or Z to A). Tap the desired sort order (ascending or descending), then tap the sort option to sort the list based on:

• Treatment Status - Patients not marked as Treated will appear at the top of the list and treated patients will appear at the bottom when sorted ascending. Untreated patients will appear at the bottom of the list and treated patients will appear at the top when sorted descending.

• 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.

• Admit Date - Patients will be ordered by admission date. Patients without an admit date will appear at the top of the list when sorted ascending, followed by the oldest admit date going down to the newest. When sorting descending, the newest admit dates will appear at the top of the list, followed by the oldest dates, then patients without an admit date. The secondary sort order for matching dates or no admit date is the full patient name.

• Discharge Date - Patients will be ordered by discharge date. Patients without a discharge date will appear at the top of the list when sorted ascending, followed by the oldest discharge date going down to the newest. When sorting descending, the newest discharge dates will appear at the top of the list, followed by the oldest dates, then patients without a discharge date. The secondary sort order for matching dates or no discharge date is the full patient name.

• Dictation Status - When sorted ascending, patients will be sorted first by dictation status (Dictation on Hold, Upload Complete, Dictation Not on Device).
  

Treatment Status

Patients who have received treatment are marked with a treated icon. The check mark still indicates a completed dictation; the microphone indicates a dictation on hold.

Patients are automatically marked as treated when a dictation has been started. The treatment status can be toggled on and off using the Treated option in the Action menu of the Recording screen.

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 patient list by tapping the Search or Add button.

Patient Search

Search for an existing patient or encounter by tapping the Patient Search button. Enter the Patient ID, Patient Name, and/or Order Number. Tap the Search button to run the search and view matches.

Search results are divided into two tabs: Appointments and Patients (these labels can be customized by the client).

The Appointments tab will display inpatient encounters matching the search criteria. The Patients tab will display patients matching the search criteria that may have an inpatient, outpatient, or patient data record.

Tap on the patient or encounter to add it to the "My Patients" list and begin a new dictation with the patient information populated.

Tap Patient Search to return to the search criteria and make modifications, if needed.

Tap Clear Search to clear the patient search and return to the patient list.

New Dictation

Tap the New Dictation button to begin a new dictation without searching for a patient or encounter. A patient identifier (Patient ID, Order Number, or Account Number) can be manually entered, depending on the selected document type.

Remove from Work List

To remove patients from the work list, choose Remove from my work list in the Action menu of the Recording screen.

Record Screen

To view encounter details and record a dictation, select the desired patient from the patient list.

The record screen is similar to that of an outpatient appointment, with a minor difference in the appointment date. The appointment date can be set in an inpatient encounter to reflect the date and time the patient was visited while admitted. This date may 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 with the current date and time when recording starts.

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

Please see Record Screen for additional details on the record screen.