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Release Notes 8.1.3 August 2019

CARE REQUEST PRESETS

Dispatchers have requested an easy way to view unassigned, currently active, and completed care requests in separate columns to make sure that no requests are overlooked. The new Care Request Presets accomplish this goal. To access the feature, select the Settings option on the left side of your map. Then, select the Presets tab. You will see four presets: Care Requests, Unassigned, Underway, and Complete.

Care Requests Preset

This preset shows the map in its normal view. Therefore, the Care Requests that display on the right side of the map are determined by the filters that you have set. By default, this view displays open care requests, which are requests that are either unassigned or underway. This filter also displays all providers on duty when you select the providers tab.

 


Unassigned Preset 

When you select this preset, only unassigned care requests are displayed in the list on the right.  Unassigned care requests are requests that are awaiting provider assignment, as well as requests where the provider has not yet accepted the assignment. When you switch to the Providers tab, all on-duty providers are displayed.

 


Underway Preset

This preset shows care requests which are currently in process. Care requests that appear in the Underway status are:

  • Requests that the provider has accepted, but not yet started
  • Requests where the provider is En Route
  • Requests where the provider is At Visit
  • Requests where the provider is Charting

When you switch to the Provider tab, only the providers that are engaged with appointments will display.


COMPLETE PRESET

This preset shows care requests which have been completed. Please note that if you are in the Completed preset, the  Provider tab will temporarily disappear from the right side of your map.  

NOTE: When you are viewing completed care requests, it is recommended to adjust your date range on the map to a smaller date range so that the completed care requests load more quickly. The date range selection is on the top right of your map.



NOTE: If you are using these presets, they will override other settings that you have selected in your filters. For example, if you select the Unassigned preset and the Completed care requests filter, the system only displays Completed requests that are also Unassigned. (This selection is likely to show no results, since most care requests are assigned before being completed.) We recommend setting your filters back to the default settings before using the presets.



VISIT REASON

The Visit Reason (the first line of the Comment field) now appears directly in the care request list, as shown below.




New care request filters

We have expanded the care request filters that are available when viewing the map.

To access these filters, go to Settings>Filters>Care Request Filters.

You now can filter the care requests by their completion status, their dispatch status, or their priority.

Completion Status

The choices available are No Filter (shows all care requests), Open Care Requests (currently active care requests), and Completed Care Requests (all care requests that have been completed on your map's selected time period).

Please note: If you want to view completed care requests, change the date range on your map to a smaller date range so the map loads more quickly.

Dispatch Status

You now can filter the care requests by where they are in the dispatch process:

  • No Filter shows all care requests
  • Unassigned shows requests that are awaiting provider assignment
  • You can see requests that are assigned to a provider, deferred by a provider, or declined by a provider.
  • You can also see requests that are currently in the process of being completed if you select Provider En Route or Provider At Visit.

Priority

The priority filters allow you to see all Urgent care requests, all Low Priority care requests, all Crisis Care requests, or all Routine requests.




INTRODUCING SNAPSHOTS

This release introduces a new home page for dispatchers and managers. This page replaces the table of all members in the organization, which is still available to you if you click on the Organization tab. The new home page has tiles showing current statistics and a stream of recent patient and provider events. The map, which is the central screen when using the system, has not changed in its overall appearance.

Patient Snapshot

The patient snapshot shows the total number of active patients in the Hospice of Dayton organization, the number of those patients that are alive, the number of those patients that are deceased, and the number of those patients in short-stay status.

Provider Snapshot

The provider snapshot shows current statistics about the providers that are on duty. The top left shows the total number of providers currently on duty. Then, the snapshot breaks it down into the number of providers available, the number currently dispatched, and the number that are currently busy. Providers that are En Route, At Visit, or Charting are counted as dispatched. Busy refers to a provider that is delayed for a reason not directly related to patient care.



Care Request Status Snapshot

This snapshot shows a breakdown of the current care requests. Unassigned refers to the number of visits on the board that are awaiting provider assignment. Deferred shows the number of visits that have been accepted by a provider, but the assigned provider has not started travel to that visit. En Route shows the number of care requests where the provider is traveling to the visit, and At Visit shows the number of patients currently receiving care.


Care Request Priorities Snapshot

These tiles show the number of active care requests that are urgent, low priority, crisis care, and routine.


Drill Down Features

For each tile, you can click the bars to see a detailed list of the information in the tile. You can click the globe to see the information on a map. For example, in the tile that shows unassigned care requests, click the bars to see a list of unassigned visits. Click the globe to see these unassigned visits on the map, as shown.


Organization History

The organization history shows recent provider activity and recent patient care requests. If you want to see the recent history for a specific user, click the gear wheel to access the user filter.