View source for Processes around changing a PatientFollow assignment

Patients are assigned to collectors using the [[PatientFollow Project]]. This page explains what needs to happen when an assignment is changed. 
The collector/laptop that used to collect a number needs to phase out that number, the collector/laptop who gains that number needs to start them, and we need to be sure that Julie will report on them continuously. We need a process where the time frame for the transition is limited.  

{{Discuss | Work in progress. Everyone, please contribute if something isn't clear}}

Since [[PatientFollow Project]] assignments are based on the Service Start DtTm (collected as [[Service tmp entry]]), the transition is based on of the Service Start/Change dttms. 

== Process for the collector who will no longer be collecting the chart number ending ==
* patients with a service start DtTm after the transition date will no longer show up in [[Cognos Admitter]]/[[Cognos2 Service Starter]] on the laptops that are no longer collecting them (they will show up on the new laptop, see next section)
* If the next service or unit change would lead to a discharge from the affected laptop's, do a regular discharge.
* If the next service or unit change would '''not''' lead to a discharge from the affected laptop's (ie would just lead to another [[Service tmp entry]] or [[Boarding Loc]] entry), then discharge the patient to the [[Dispo]] location appropriate for their next unit (ie use the [[Dispo]] that someone from another site would use if they sent a pt there). This might mean that you are setting [[Dispo]] to the same value as [[Service/Location]]. 
* enter [[Comorbid Diagnoses]], [[Admit Diagnoses]],[[Acquired Diagnoses]] and [[Admit Procedure]]s,[[Acquired Procedure]]s that happen before the transition dttm

{{Discuss |moved from email
* Is the above (from wiki) saying that these patients will not be showing up on receiving collectors laptops? If so how will receiving collectors know that patients have been “discharged” on or after December to another medicine unit and need to be added to the database?  What is to be the process?
** They will show up on the laptop that will now be following them; I have updated the text to reflect that, pls delete this discussion if clear now or elaborate if still a question. 
}}

== Process for the collector who will now be collecting the chart number ending ==
* patients with a service start DtTm after the transition date will no longer show up in [[Cognos Admitter]]/[[Cognos2 Service Starter]], ''even if their record was started on a different laptop''
* enter these patients through [[Cognos Admitter]]/[[Cognos2 Service Starter]], which will add the [[Visit Admit DtTm field]] of the original entry on the other laptop
* only enter the unit or service changes that happen after admission to your unit, since the ones before will be on the other laptop already
* for [[Previous Location]], [[Previous Service]], [[Pre-admit Inpatient Institution]] use what someone from another site/program would use if they received this patient
* enter [[Acquired Diagnoses]] and [[Acquired Procedure]]s that happen after the transition dttm
{{Discuss |moved from email
*  What is to be entered for the receiving collectors profiles in terms of previous location, pre admit in-patient institution, and previous service in these scenarios? I think for previous service this would be medicine but I recall discussion about what to enter for the other two fields, what has been decided?
** I updated the instructions. Pls delete this discussion if clear now or elaborate if still a question. 
}}

== Cross-threshold records that persist for a long time ==
A change in unit or service will trigger a re-assignment, but a patient could remain on the same unit and service for a long time after a PatientFollow change. If the change was just done for workload re-distribution reasons this may not matter and collection can continue on the original laptop. If the re-assingment was done to wind down a laptop entirely the the remaining records should be discussed with main office on a regular basis to decide if collection should continue on that laptop, or if the record should be moved to the new laptop (ie. manually re-entered there, and deleted from old laptop). This will be a case-by-case decision.

== What needs to be changed in [[CCMDB.mdb]] every time there are assignment changes ==
The [[S PatientFollow distribution table]] needs to be updated to set an ending time for the earlier laptop. A new line needs to be added for the later laptop, with the same start DtTm as the end DtTm for the earlier one. 

== Process Julie uses to re-connect the data ==
If we use teh [[Visit Admit DtTm field]] to define Hospital stays, and the [[Boarding Loc]]s and [[Service tmp entry]] instead of old [[Service/Location]] etc, then e.g. [[LOS]] and [[Bed occupancy]] would be the same, whether they come from one laptop or several. 

{{Discuss | who=Julie |
* We discussed this today and you would need to make changes to how you derive these markers. A number of them probably need to be re-defined and revised after all the changes we have made because they would still be based around the old concepts of [[Accept DtTm]], [[Arrive DtTm]] etc that should really not be used any longer for calculations. What would it take, and where are these things documented? [[User:Ttenbergen|Ttenbergen]] 16:50, 2020 November 23 (CST)
}}

== To Do ==
{{TT | Fix the cross checks so this can work; one way would be to exempt records with a visit admit dttm before follow-ending and a dispo (or now) after a follow-ending; messy query for messy times. }}

== Background ==

== Related articles == 
{{Related Articles}}

[[Category:PatientFollow Project]]