Processes around changing a PatientFollow assignment: Difference between revisions

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== Process for the collector who will no longer be collecting the chart number ending ==
== Process for the collector who will no longer be collecting the chart number ending ==
* for patients with a service start DtTm after the transition date, a line will not show up in [[Cognos2 Service Starter]] on the laptops that are no longer collecting them (they will show up on the new laptop, see next section)
* enter all available [[Dispo DtTm]]s for any profiles
* If the next service change would lead to a discharge from the affected laptop's, do a regular discharge.
* do a [[News and Backup]] and let the collector who will take over the numbers know when done
* If the next service change would '''not''' lead to a discharge from the affected laptop's (ie would just lead to another [[Service tmp 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]].
* delete profiles that '''don't have a [[Dispo DtTm]]''' for numbers that are moving to the other laptop; you will need to finish the profiles that are discharged by this point
* enter [[Comorbid Diagnoses]], [[Admit Diagnoses]],[[Acquired Diagnoses]] and [[Admit Procedure]]s,[[Acquired Procedure]]s that happen before the transition dttm
* let the [[Data Processor]] know which Pat_IDs you deleted to help them reconcile [[Orphans in Centralized data.mdb]]; also let the receiving collector know to help them confirm they are keeping those records.


== Process for the collector who will now be collecting the chart number ending ==
== Process for the collector who will now be collecting the chart number ending ==
* patients with a chart ending now needs to be collected on a different laptop will show up on the [[Cognos2 Service Starter]] of that laptop the next time there is a new service start DtTm after the transition date, ''even if their record was started on a different laptop''
* create a "temp" directory on your desktop
* enter these patients through [[Cognos2 Service Starter]], which will add the [[Visit Admit DtTm field]] of the original entry on the other laptop
* copy the most recent backup of the "donating" [[CCMDB_data.mdb]] (from [[Regional Server]]/data, pick the one without a number) in the "temp" directory
* only enter the additional unit or service changes that happen after/at admission to your unit, since the ones before will be on the other laptop already
* open that file with your usual password
* for [[Previous Location]], [[Previous Service]], [[Pre-admit Inpatient Institution]] use what someone from another site/program would use if they received this patient
* delete the records you don't need to copy:
* enter [[Acquired Diagnoses]] and [[Acquired Procedure]]s that happen after the transition dttm
** open the L_Log table
** sort by LastName and delete all blanks (those are [["Delete Sent Patients" button#Logical delete |logically deleted profiles)
** sort by Pat_ID and delete all records that are '''not''' moving to the receiving laptop
{{Collapsable
| always= alternative with query that might be faster but is more technical
| full= 
* create a new query and paste the following into it:
<code>
SELECT L_Log.Pat_ID, [pat_ID] Mod 100 AS ending, L_Log.Dispo_DtTm
FROM L_Log
ORDER BY [pat_ID] Mod 100;</code>
* run that query and delete the profiles that are not in your new number range
* re-sort the query and also delete the profiles that have a [[Dispo DtTm]] before today}}
* copy-paste the remaining records to your home [[CCMDB.accdb]]
** open your usual [[CCMDB.accdb]]
** expand the navigation panel on the left
** open the [[L_Log table]]
** select all rows in the donor [[CCMDB.accdb]]'s [[L_Log table]] and copy-paste them to your home one
** close the two tables
** open the each table that starts with an "L_" on both laptops and copy-paste their content as well
* check that all records sent by the original collector are now on your laptop


== Cross-threshold records that persist for a long time ==
== Process for [[CCMDB.mdb]] to change assignments ==
A change in service will trigger a re-assignment, but a patient could remain on the same 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.
 
== Cross-check triggers during transition ==
CCMDB.accdb runs [[Check function preAdmit_NE_Location]] (and others) to make sure that the [[Service/Location]] is not the same as the [[Pre-admit Inpatient Institution]], [[Previous Location]] or [[Dispo]]. This cross check will wrongly trigger for patients who are currently transitioning from one laptop to another because of a change in PatientFollow assignment.
 
Just accept and ignore the error.
 
{{Discuss|
The error is annoying because it comes up repeatedly. There is an email exchange between Pam, Julie and Tina to find out how best to deal with this. [[User:Ttenbergen|Ttenbergen]] 20:56, 2021 January 14 (CST)}}
 
== 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.  
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 more than one or two need changing, this can be confusing if done manually in the table, an easier way is to copy-pastes the relevant cells into Excel and use it's propagating function and then paste the result.
If we use the [[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 ==