Processes around changing a PatientFollow assignment: Difference between revisions

Retrieved from "https://ccmdb.kuality.ca/index.php?title=Processes_around_changing_a_PatientFollow_assignment"

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-Patients are assigned to collectors using the [[PatientFollow Project]]. This page explains what needs to happen when an assignment is changed.
+Patients are assigned to collectors using [[Using Cognos2 to keep track of patients]] as defined in 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.
-== Process for the collector who will no longer be collecting the number ==
+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 now be collecting the number ==
+== Process for collectors ==
+[[CSS]] will show records based on the dates of the assignment change and the dates of the service change. No action should be required from collectors to make this happen.
-== Process Julie uses to re-connect the data ==
+{{Collapsable|
+Confirmed that
+* records for before turn-over won't show in [[CSS]]
+* records for after will show in CSS
+* all records will show in [[Patient Viewer Tab Cognos ADT2]]
+* ending services for records on this laptop will show in [[CE]] even if a serial number ending is no longer followed }}
-== To Do ==
+== Process for [[CCMDB.mdb]] to change assignments ==
-{{TT | Fix the cross checks so this can work }}
+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.
-== Background ==
+If more than one or two need changing, this can be confusing if done manually in the table, an easier way is to copy-paste the relevant cells into Excel and use it's propagating function and then paste the result.
+== SAS / Main office files ==
+See \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\ChartLastDigitAnalysis
+== Change Log ==
+===2025-11-24===
+*beginning Nov 26, 2025,
+* G8 to reflect 1.0 FTE- numbers will be 20-69
+* G7 (vacant) will be 00-19 to reflect a .4 FTE
+* G9 will be unchanged 70-99
+===2025-06-20===
+*beginning June 21, 2025 added 42,43 to H4 from the H7 laptop
+===2024-10-22 ===
+*beginning October 24,2024 added 42,43,44 to H7 from the H4 laptop
+===2024-04-19 ===
+*beginning April 21, 2024 added 88, 89 to H5 from the H8 laptop
+===2024-02-28 ===
+*beginning march 1.2024 H3 will be 00-11 and H4 will be 30-44, 12,13,14
+===2024-02-23 ===
+*changed 00,01 from S4 to S9, equalizes the two vacant positions at SBGH
+===2023-12-30 ===
+*changed 97,98,99 from H6C to H9 before the transition to program split Jan 1, 2024
+=== 2023-02-02 ===
+re-equalized distribution after the phase-out of S4:
+* 10-14 from S5 to S6
+=== 2022-12-08 ===
+Phasing out S4 as of tomorrow; initial redistribution is skewed because S6 will finish off S4, need to review in 1 month.
+* 00-09 -> S6
+* 10-29 -> S5
+=== 2022-12-02 ===
+Lisa identified that all HSC Med laptops should now have equal allocation, made the following updates to accomplish that:
+* changed 50 and 51 from H4 to H5
+* changed 74 from H6 to H5
+===2022-09-02===
+H9 now has more than H7
+* 00 stays with H9
+* 01-03 moved back to H7
+=== 2021-09-03 ===
+S4 laptop reinstated with numbers 00 - 29:
+* 15 to 29 moved from S5 to S4
+* 00 to 14 moved from S6 to S4
+S9 laptop reinstated so numbers were redistributed as follows:
+* 36 to 49 moved from S7 to S9
+* 50 to 63 moved from S8 to S9
+=== 2021-07-09 ===
+Due to higher counts at H7 than H9 by 4%, the chart distribution were revised starting 7 July 2021
+* 00 to 03 moved from H7 to H9
+=== 2020-12-01 ===
+Debbie who had laptop S4 retires, so the S4 allocation was redistributed as follows:
+* 15 to 29 moved from S4 to S5
+* 00 to 14 moved from S4 to S6
+Marla who had laptop S9 retires, but S9 didn't have numbers assigned originally, so there was no change to split them.
 == Related articles ==
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 [[Category:PatientFollow Project]]
+[[Category:Cognos2]]