Configurazione di MedITEX Scheduler

Revision as of 13:36, 4 October 2012

Torna alla home page del <a href="/index.php?title=Manuale_Scheduler">Manuale di MedITEX Scheduler</a>

Per modificare le impostazioni di MedITEX Scheduler fare click sul menu Sistema -> Impostazioni:

1 Impostazioni: sezione "Generale"
2 Gestione risorse - sezione „Risorse“
- 2.1 Gruppi
- 2.2 Risorse
3 Resources settings – tab sheet „Working times and restrictions“
4 Treatments as appointment templates – tab sheet „Treatments“
- 4.1 Reason for an appointment
- 4.2 Treatments as appointment templates
5 Users and passwords – tab sheet „Staff“

Impostazioni: sezione "Generale"

Scala temporale di Scheduler

Nella sezione generale è possibile modificare le unità di tempo del calendario. Questo avrà effetto sulle impostazioni di tutti gli utenti del programma. Ciscun utente può comunque modificare temporaneamente queste impostazioni generali premendo con il tasto destro del mouse sulla scala temporale.

Aprire un appuntamento

Se la casella „Apri lista appuntamenti di questo paziente con doppio click su lista appuntamenti del paziente (invece che mostrare dettagli appuntamento)“ è selezionata e fate doppio click su un appuntamento, si aprirà la lista degli appuntamenti contenente tutti gli appuntamenti di questo paziente invece che l'editor appuntamenti. Il vantaggio è che l'utente può avere una panoramica di tutti gli appuntamenti del paziente. I dettaglli di ciascun appuntamento della lista possono essere visualizzati con un doppio click. <img style="border: 3px solid gainsboro; margin-bottom: 2px; margin-right: 40px; padding: 3px;" src="/images/fig4.jpg" alt="" width="750" height="187" />

Limite tempo di attesa

Il limite tempo di attesa definisce il tempo massimo di attesa per un paziente in sala di attesa. Se questo limite viene superato, l'informazione relativa al tempo di attesa (“Da [hh:mm]”) si colorerà di rosso.

Interfaccia a MedITEX IVF

Questa opzione vi consente di accedere ai dati del paziente selezionato in MedITEX IVF, usando la maschera di ricerca paziente, o l'apputamento del paziente (click con il tasto destro sull'appuntamento).

<img style="border: 3px solid gainsboro;" src="/images/fig7b.jpg" alt="" width="327" height="153" />	<img style="border: 3px solid gainsboro;" src="/images/fig9.jpg" alt="" width="416" height="250" />
<img style="border: 3px solid gainsboro;" src="/images/fig8.jpg" alt="" width="328" height="165" />

Gestione risorse - sezione „Risorse“

Gruppi

A ciascuna risorsa deve essere assegnato un gruppo. Ci sono tre tipi di gruppo: “Collaboratore”, “Stanza” e “Oggetto”. Ad esempio, il gruppo "Dottore" appartiente al tipo di gruppo "Collaboratore", mentre il gruppo "Dispositivo" al tipo di gruppo "Oggetto". E' possibile creare nuovi gruppi e modificare o cancellare gruppi esistenti nella colonna "Gruppo" sulla sinistra.

Risorse

Ciascuna risorsa si trova nella tabella di destra

Consiglio: ci sono molte caratteristiche imporanti in ogni tabella di MedITEX Scheduler:

Con un click sull'intestazione della colonna è possibile impostare il contenuto della colonna in ordine alfabetico ascendente o discenente.

Per modificare l'ordine delle colonne nella tabella, è sufficiente trascinare l'intestazione della colonna nella posizione desiderata.

Per raggruppare il contenuto della tabella in funzione dei dati di una colonna è sufficiente trascinare l'intestazione della colonna nell'intestazione della tabella (area blu in cima alla tabella).

By double-clicking a line - or by clicking on the button „Edit resource“ - the editor window for the selected resource will appear.

A view of the main scheduler window. On the left, the time scale is set to time interval of 15 minutes. On the right all resources are displayed side by side, in one day. Every user can reorder the resources individually.

Resources settings – tab sheet „Working times and restrictions“

In this area each resource can be adjusted in detail. General working times can be defined for the whole clinic, as well as special working times for each individual resource. Using “appointment types” it is possible to restrict some parts of the day to only accept certain appointment types, for each resource. It is also possible to restrict a resource to an allocated maximum number of appointments.

Appointment type

Time sections that allow only certain types of appointments can be defined for each resource. For example on Monday from 08:00 AM to 10:00 AM the doctor X performs only first interviews with new patients. By defining an appointment type “First interview” and assigning it to this resource and time, it will be possible to schedule only first interviews with doctor X on Monday morning. Or you may want to schedule on Thursday from 09:30 AM to 02:00 PM only appointments that take place in the operation room (OR)? In this case you can define an appointment type “OR” which you should assign to the involved resources and the specific time.

In the table to the left you can create and edit the appointment types. The first line in the table cannot be changed because it stands for all types of appointments (all kinds of appointments are possible).

If the box „Show text for the appointment types in resource row” is checked, the allocated possible appointment types will be shown as text for each resource in the scheduler. It is also possible to provide these times with a special resource background colour. However, this colour is the same for all appointment types, so if you have several appointment types defined it is advisable to use only the text.

Working times, assignment of an appointment type, and limitations

Over the right table you can define the working times for each resource. The first upper line of this table represents the general work times of your clinic. These will be automatically valid for all resources that have no specific work time defined. In the bottom table you can see the overview of each selected resource.

With double click on a resource or with the button „Edit resource settings“ you can open the settings window of the selected resource.

With a click on the button “New work time definition” a new line will be inserted, in which you can define a new work model for the selected resource.

In the drop down list you can choose the appointment type(s) allowed for the selected work model – selected line. (Information: the conflict messages for not suitable appointment types, while scheduling appointments, will only work if you have also assigned the types to the related treatments. Please see the section – “<a href="/index.php?title=Settings_%28Scheduler%29#Treatments_as_appointment_templates_.E2.80.93_tab_sheet_.E2.80.9ETreatments.E2.80.9C">Treatments</a>”).

If you do not make a special selection (all boxes checked), “all appointments” will be displayed in the scheduler. In this way there will be no constraints on appointment type.

For each day you can define the time of start and end. If you like to define a break, like e. g. a lunch break, insert a further row (button “New work time definition”). In one row you apply the times UNTIL the break, in the row bellow you apply the times beginning FROM the break. If you have more rows for a day and there are overlapping times, the summary of the appointment types of the intersection are valid for the overlapping time.

Column “Validity”: If you don’t fill something out, the row with that working time definition will always be valid. But you can also fill out “from” or/and “until”. The scheduler will accordingly show the work times for that resource.

Limitation of resources to a maximum number of assigned appointments

Resources can be limited to accept up to a maximum number of appointment starts per day. The limitation can be defined for each day or for whole week.

Example:

In a clinic there are four beds available. Every day one bed can be assigned only once, to one patient. A resource „Beds“ has been defined. In order not to reserve more beds then beds available, a maximum number of starts of appointments for the resource „Beds“ is limited to four.

If at the assignment of an appointment the maximum number is exceeded, a warning will be displayed.

Treatments as appointment templates – tab sheet „Treatments“

Reason for an appointment

Treatments are suggested as reasons for appointments.

Example: An appointment is made with a patient who should come for an embryo transfer. In the appointment details to the right, you should select “Embryo transfer” from the list of possible treatments.

In order to edit a treatment you can double click on the desired treatment (line), or select the line and click the button „Edit treatment“. You can create a new treatment template with the button “New treatment”.

If you have defined appointment types in tab „Working times and limitations“, you should assign the corresponding appointment types to the treatments. In this way the warning system will be active while scheduling appointments. If a treatment has no appointment type assigned, this treatment will always be allowed and no warning will appear if an appointment including this treatment is scheduled at a time that is actually reserved for other appointment types.

Treatments as appointment templates

For a treatment it is possible not only to define the duration and colour which the appointment will have if this treatment is selected, but also all involved resources.

In order to link a resource with the treatment, please click on button “Add resource” and select the resource in column 1. For each linked resource, it is possible to define a different start time and duration. If you select this treatment while scheduling an appointment, all linked resources with their corresponding times will automatically be assigned to the appointment.

Example:

The treatment „Follow-up examination” is always executed by doctor John Doe and an assistant. We have the resource „Doe, John“ and a resource „Assistance“, which in this case stands commonly for all assistances as for the person who is on duty at the moment. If an appointment “Follow-up examination” is assigned, it will appear in both resources. In order not to select each resource manually every time when assigning that appointment, we previously have linked these resources with the treatment in the settings. So if we choose this treatment for an appointment, the appointment will automatically be inserted in all linked resources.

In our example the follow-up examination is not only performed by Dr. John Doe, but also by Dr. Smith and the corresponding assistance. Therefore we apply a second treatment with the description “follow-up examination” and we add the resource “Dr. Smith” and “Assistance”.

To assign a new appointment you usually double click in one of the resources that is involved in that kind of appointment. If you do so, this resource is already inserted in the appointment editor. The checkbox “Treatments filtered after linked resource” will be active, so you will have only treatments as choice, which are linked with the already selected resource, or those treatments that have no link to a resource at all.

Hint:

In order to distinguish in the overview more easily between treatments with the same description, you may place the initials or the abbreviation of the doctor whose resource is linked with the treatment.

You may have a treatment with more resources that does not start at the same time for every linked resource. In the table with the linked resources in column „Start in minutes after appointment start“ you can define for the resource, which is involved later in that appointment, how many minutes after the official appointment start, this appointment actually begins for that resource. Please consider that you may have to change the “Duration in minutes” too.

Users and passwords – tab sheet „Staff“

In tab sheet „Staff” you declare with the checkbox “Login” every user of the MedITEX scheduler. If the checkbox „Admin” is deactivated, this user cannot access to the settings.

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-<p style="text-align: right;"><span style="font-size: small;">Back to <a href="/index.php?title=Manuale_Scheduler">MedITEX Scheduler Manual</a> home page</span></p>
+<p style="text-align: right;"><span style="font-size: small;">Torna alla home page del <a href="/index.php?title=Manuale_Scheduler">Manuale di MedITEX Scheduler</a><br /></span></p>
 <p><span style="font-size: small;">Per modificare le impostazioni di&nbsp; MedITEX Scheduler fare click sul menu Sistema -&gt; Impostazioni:</span></p>
 <p><span style="font-size: small;">&nbsp;</span><span><img style="border: 3px solid gainsboro; margin-bottom: 2px; margin-right: 40px; padding: 3px;" src="/images/fig1.jpg" alt="" width="544" height="253" /></span></p>