Dev:Surgery planner
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Open for planning
Open for planning table displays a list of patients awaiting surgery along with details related to it.
All data is grouped by encounter . Every encounter can have one or more surgery plan (depends on administration).
- Requested Surgeries for Planning Table: Displays a list of patients awaiting surgery, along with details such as the responsible planner, surgery type, surgeon, and date.
- Related Appointment Panel: Allows users to create new appointments or correct existing ones, with options to select facility, person, appointment type, and date/time slots. Columns and Information Displayed:
- Patient: Name and birthdate of the patient.
- Responsible to Plan (Ordering): The doctor responsible for ordering or planning the surgery.
- Surgery Template: Type of surgery (e.g., cataract, LASIK).
- Surgeon: Surgeon assigned to perform the surgery.
- Organ: Localisation to be operated on (e.g., OS, OD).
- Desired Date from: Requested date or urgency indicator (e.g., "ASAP" or a specific date).
- Row Highlighting and Alerts:
- Red Row Alert: Indicates an obsolete data due to procedure change If the procedure on the existing encounter is changed (not overridden):
- The plan will be marked as obsolete.
- A new plan will be created (yellow-colored). User cannot go through with planning if they do not confirm the obsolete object aka delete it.
- Yellow Row Alert: Indicates updated plan If organ is changed (as nothing is yet planned changing of surgeon or responsible person will not trigger anything)
- The existing object will be updated.
- Red Row Alert: Indicates an obsolete data due to procedure change If the procedure on the existing encounter is changed (not overridden):
- Actions:
- Selecting a Surgery: Clicking on a row opens details in the "Related Appointment" panel, allowing for appointment creation or modification.
Related Appointment Panel:
- Creating a New Appointment: Creating a new appointment will offer slecetion of date and first available slot will be bookd, time will be shown just as reference, user will not be able to choose exact time slot.
- Fields:
- Facility: Dropdown list of available facilities.
- Key Person: Dropdown to select the surgeon or staff responsible. (show key person if selected, if not doctor)
- Appointment Type: Dropdown for the type of appointment (e.g., "Katarakt Surgery").
- Appointment Variation: Optional dropdown for specific variations or categories of the selected appointment type.
- Next Slots Selector: Displays available time slots for the selected date range, allowing the user to pick a suitable time.
- Comment Field: Text field for adding comments related to the appointment.
- Book Appointment Button: Schedules the appointment and updates the patient's status in the main table.
- Fields:
- Connecting with Existing Appointment:
- Load Existing Appointment: Selects a previously scheduled appointment for connecting (it can be any appointment).
- Edit Appointments Display:
- List of Upcoming Appointments: Shows planned surgeries with date, time, preparation, and involved staff.
- Reschedule Option: Provides functionality to change or cancel an appointment as needed.
3. Dependencies:
- Data Dependencies:
- Patient Data: Details of patients and planned surgeries.
- Facility and Staff Lists: Data for populating the dropdown menus with available facilities and staff.
- Available Time Slots: Dynamic data showing time slots based on facility and staff availability.
- Functional Dependencies:
- Conflict Checker: Detects conflicts in surgery scheduling to prevent double-booking.
Action-Trigger Relationships:
| Action | Trigger | Effect |
|---|---|---|
| Select a surgery row | Click on a row in the table | Loads patient details in the Related Appointment panel for booking or modification |
| Click "Create Appointment" | Button click | Enables the user to fill out appointment details for a new surgery |
| Choose date range for "Next slots" | Date selection | Updates available time slots based on selected range |
| Click "Book Appointment" | Button click | Confirms the appointment, updates the main table, and clears Related Appointment fields |
| Click "Correct with existing one" | Button click | Loads existing appointment details into the fields for editing |
| Select "Reschedule" option in Upcoming Appointments | Option selection | Opens fields to change the scheduled date or time for an existing appointment |
Planned surgeries
In planning section we can see all confirmed (isPlanned) objects along with open for planning objects that have one planned object within group.
1. Section Overview:
- Main Components:
- Planned Surgeries Table: Displays details of scheduled surgeries, including patient information, type of surgery, surgeon, organ, surgery date and time, required materials, document status, billing/payment status, and medical approval.
- Tabs Navigation: Includes links to "Open for Planning," "Planned Surgeries Overview," and "Planned Follow-Ups" sections.
- Search Field: Allows users to search for specific surgeries by patient name, surgeon, surgery template.
2. Functionality Requirements:
Planned Surgeries Table:
- Columns and Information Displayed:
- Patient: Name and birthdate of the patient.
- Surgery Template: Type of surgery (e.g., Cataract, LASIK).
- Surgeon: Surgeon assigned to the procedure.
- Organ: Localisation to be operated on (e.g., OS (left eye), OD (right eye), or both).
- Op-Termin (Surgery Date/Time): Date and time scheduled for the surgery.
- Procurable Material: Required materials and status (e.g., confirmed, open with days remaining for procurement).
- Documents: Document status, such as consent forms (e.g., "Signed", or showing based od administration and surgery date how many days are left).
- Billing/Payment Status: Payment status for the surgery (e.g., "open", "paid").
- Medical OK: Indicates whether the surgery has been medically approved from surgeon side.
- Row Highlighting and Alerts:
- Red Row Alert: Indicates an obsolete data due to procedure change If the procedure on the existing encounter is changed:
- The plan will be marked as obsolete with a warning next to it, user will have to rebook the appointment.
- Yellow Row Alert: Indicates updated plan If the responsible person is changed, if the surgeon or organ is changed, if the template is changed and a plan already exists:
- The existing plan will be updated. If the procedure is deselected on encounter, but a plan has already been create? Procedures cannot be deselected if a plan has already been created. If the template is changed and a plan already exists? No changes will be implemented.
- Red Row Alert: Indicates an obsolete data due to procedure change If the procedure on the existing encounter is changed:
- Actions:
- Clicking "Book Now": Opens a scheduling dialog to select the surgery date and time.
- Hovering Over Procurable Material Alert Icon: Displays a tooltip indicating issues with material procurement. (future problem)
3. Dependencies:
- Data Dependencies:
- Patient Data: Includes patient details and their scheduled surgeries.
- Surgery Template and Surgeon Lists: Data for displaying types of surgeries and available surgeons.
- Procurable Materials Information: Dynamic data on required materials and their procurement status.
- Document and Consent Status: Data indicating document completion, such as signed consent forms.
- Payment Status: Data on billing status to display open or confirmed payments.
- Functional Dependencies:
- Tooltip for Material Alerts: Should provide real-time information about procurement issues.
- Payment and Procurement Status Update: Changes in payment or procurement status should automatically update the UI.
4. Action-Trigger Relationships:
| Action | Trigger | Effect |
|---|---|---|
| Click on "Book Now" | Button click | Opens dialog to set a date and time for the unscheduled surgery |
| Hover over Procurable Material Alert Icon | Mouse hover | Displays a tooltip with additional information about the procurement issue |
| Click on "Einverständnis" | Button click | Confirms or updates the patient's consent status in the system |
| Select "Open for Planning" tab | Tab click | Redirects to "Requested Surgeries for Planning" page |
| Select "Planned Follow-Ups" tab | Tab click | Redirects to "Planned Follow-Ups" page |
| Enter search text | Typing in search field | Filters the Planned Surgeries table to show matching results |
Planned follow- ups
1. Section Overview:
- Main Components:
- Post Ops Table: Lists details of each planned postoperative follow-up, including patient information, follow-up flow name, surgery date, surgeon, procedure, organ, dependency, follow-up timing, and appointment type.
- Tabs Navigation: Includes links to "Open for Planning," "Planned Surgeries Overview," and "Planned Follow-Ups" sections.
- Search Field: Allows users to search for specific surgeries by patient name, surgeon, surgery template.
2. Functionality Requirements:
Post Ops-for planning Table:
- Columns and Information Displayed:
- Patient: Displays the name and birthdate of the patient.
- Flow Name: Identifies the follow-up phase (e.g., "1 week follow-up," "3 month follow-up").
- Surgery Date: Date of the surgery for reference.
- Surgeon: The surgeon who performed the procedure.
- Surgery Procedure: The type of surgery performed (e.g., Cataract, LASIK).
- Organ (Element): Indicates the localisation on which procedure was performed (e.g., OD (right eye), OS (left eye)).
- Dependency: Expected time frame after surgery for each follow-up phase (e.g., "5-10 days after Surgery 1").
- Surgery Was…: Days since the surgery, displayed in green if within the follow-up window, or red if overdue.
- Appointment Type: Standard type for the follow-up appointment (e.g., "Katarakt Nachuntersuchung").
- Appointment Type Variation: Special variations or adjustments to the appointment type, if any.
- Row Highlights and Alerts:
- Green Highlight for On-Time Follow-Ups: Indicates that the follow-up is within the expected timeframe.
- Red Highlight for Overdue Follow-Ups: Signals that a follow-up is overdue, requiring immediate scheduling or attention.
- Actions:
- Appointment Type Variation Calendar Icon: Clicking the icon next to "Appointment Type Variation" opens a scheduling dialog, allowing users to book or modify the follow-up appointment.
- Open for Planning Tab: Redirects the user to the "Requested Surgeries for Planning" page.
- Planned Surgeries Overview Tab: Redirects the user to the "Planned Surgeries Overview" page for surgery scheduling.
Search Field:
- Search Functionality: Filters the list of planned follow-ups based on entered keywords, such as patient names, surgery types, or surgeons.
3. Action-Trigger Relationships:
| Action | Trigger | Effect |
|---|---|---|
| Click on Calendar Icon (Appointment Type Variation) | Icon click | Opens dialog to set or adjust a date for the follow-up appointment |
| Select "Open for Planning" tab | Tab click | Redirects to "Requested Surgeries for Planning" page |
| Select "Planned Surgeries Overview" tab | Tab click | Redirects to "Planned Surgeries Overview" page |
| Enter search text | Typing in search field | Filters the Post Ops table to show matching results |
Surgery planning object - Details
1. Section Overview:
- Main Components:
- General Patient Information Panel: Displays basic patient details and contact information.
- Encounter tabs: Offers separate encounters that are related to the object between which user can switch
- Add encounter button: Offers list of all encounters related to that patient that can be added
- Medical and Surgery Information Tabs: Offers separate tabs for each eye (OD, OS) and shows surgery details.
- Related Documents Table: Lists required documents for the surgery, including document templates, patient signature status, and upload options.
- Appointment Flow Table: Displays the follow-up schedule related to the surgery, including dependencies and appointment types.
- Appointment Scheduling: Allows scheduling follow-up appointments, viewing next available slots, and assigning the same slot to both eyes if applicable.
2. Functionality Requirements:
General Patient Information Panel:
- Back Button: Returns to the previous page in the interface.
Medical and Surgery Information Tab:
- Tabs for Each Organ (OD, OS): Each eye has its own tab, showing specific encounter details. Details are taken over from Dev:Surgery plan for cataract surgery. Focus on the following (listed with priority):
| Field name EN | Field name DE | Priority to display |
|---|---|---|
| Planned procedure | Geplantes Verfahren | 10. nice to have |
| Surgery plan comment | Operationsplannung Kommentar | 6. must |
| Surgery time frame | Zeitrahmen bis Operation | 9. nice to have |
| First or second eye | Erste oder zweites Auge | 7. nice to have |
| Dominant eye | Dominantes Auge | 8. nice to have |
| IOL | IOL | 1. must |
| Incision | Starschnit | 11. nice to have |
| Blood thinners | Blutverdünner | 3. must |
| Active medication | Aktive Medikamente | 4. must |
| Active allergies | Aktive Allergien | 5. must |
| Anesthesia | Anästhesie | 2. must |
Related Documents Table:
- Columns and Information Displayed:
- Document Template Name: Name of the document needed for the surgery.
- Surgery Type (template): Template name
- Patient Signature Needed: Indicates if the patient's signature is required.
- Doctor Signature Needed: Indicates if the doctor’s signature is required.
- Signed Document: Shows the status of the signed document (uploaded or pending).
- Localisation: Indicates organ localisation
- Valid-Through Date: Indicates how long the document is valid after signing
- Status: Shows the status of each document, including alerts if overdue.
- Actions:
- Document Upload: Allows users to upload documents directly within the table.
- Document Review Checkboxes: Upon uploading, checkboxes appear for marking the document as signed by the patient or doctor.
Appointment Flow Table:
- Columns and Information Displayed:
- Date: Date of each scheduled or planned appointment.
- Flow Name: The stage of the follow-up process (e.g., Surgery 1, Follow-up 1 week).
- Flow Type: Type of follow-up, such as surgery or postoperative.
- Organ (Element): Indicates which eye or organ is being treated.
- Dependency: Specifies time intervals or dependencies between each follow-up phase.
- Appointment Type:
- Appointment Variation:
- Doctor: Indicates the assigned surgeon for each appointment.
- Status Indicators: Highlight any overdue follow-ups or missing appointments, grey past appointments, yellow for other localisation.
Appointment Scheduling Side Panel:
- Opening the Panel:
- Action Trigger: Clicking on an entry in the Appointment Flow Table opens the Appointment Scheduling Side Panel.
- Fields and Actions:
- Facility Selection: Dropdown menu to select the facility where the appointment will be held.
- Appointment Type Selection: Dropdown to choose the appointment type.
- Next Slots: Displays available slots with dates and times for selection.
- Additional Settings:
- Assign to Both Organs Checkbox: Allows scheduling the same slot for both eyes if required.
- Comments Section: Text box for adding any additional notes for the appointment.
- Booking Confirmation: "Book Appointment" button to confirm the slot selection.
- Cancel Button: Cancels the scheduling action and closes the side panel.
3. Dependencies:
- Data Dependencies:
- Patient Data: Contains general patient information, surgery details, and follow-up requirements.
- Document Data: Manages required documents for each surgery, including signatures and upload status.
- Appointment Data: Tracks all follow-up flows and dependencies.
- Calendar/Appointment System: Manages available appointment slots and updates on booking.
- Facility Information: Provides a list of facilities where appointments can be held.
- Functional Dependencies:
- Tab Switching for Medical Information: Each tab updates with relevant data for the specific organ.
- Appointment Scheduling Panel Updates: Reflects available slots in real-time and displays doctors assigned based on facility and surgery type.
4. Action-Trigger Relationships:
| Action | Trigger | Effect |
|---|---|---|
| Click "Edit" in General Patient Information | Button click | Opens form to edit patient information |
| Click on OD/OS tab in Medical Information | Tab click | Switches to respective tab with surgery details for selected eye |
| Click on document upload field | Button click | Opens file dialog to upload a required document |
| Check "Signed by Patient/Doctor" in Document Table | Checkbox click | Marks document as signed in the system |
| Click on entry in Appointment Flow Table | Row click | Opens Appointment Scheduling Side Panel for selected follow-up |
| Select "Assign to Both Organs" | Checkbox click | Schedules selected slot for both eyes (OD and OS) if applicable |
| Click "Book Appointment" in Scheduling Panel | Button click | Confirms and books the selected slot for the follow-up |
| Click "Cancel" in Scheduling Panel | Button click | Cancels scheduling and closes side panel |
Translations
| English Label | German Translation |
|---|---|
| Open for Planning | Offen für Planung |
| Planned Surgeries Overview | Übersicht geplante Operationen |
| Planned Follow-ups | Geplante Nachuntersuchung |
| Requested Surgeries for Planning | Angefragte Operationen zur Planung |
| Patient | Patient |
| Responsible to Plan (Ordering) | Verantwortlich für Planung (Bestellung) |
| Surgery Template | Operationstyp |
| Surgeon | Operatour |
| Organ | Organ |
| Desired Date from | Gewünschtes Datum ab |
| Checklist due to procedure change | Checkliste aufgrund von Verfahrensänderung |
| Create Appointment | Termin erstellen |
| Correct with existing one | Mit vorhandenem korrigieren |
| Facility | Einrichtung |
| Person | Person |
| Appointment Type | Terminart |
| Appointment Variation | Terminvariation |
| Next slots | Nächste Termine |
| Comment | Kommentar |
| Book Appointment | Termin buchen |
| Cancel | Abbrechen |
| Upcoming Appointments | Kommende Termine |
| Preparation | Vorbereitung |
| Reschedule | Umplanen |
| Open for Planning | Offen für Planung |
| Planned Surgeries Overview | Übersicht geplante Operationen |
| Planned Follow-Ups | Geplante Nachsorgen |
| Patient | Patient |
| Surgery template | Operations template |
| Surgeon | Operatour |
| Organ | Organ |
| Op-Termin | OP-Termin |
| Procurable Material | Beschaffbares Material |
| Documents | Dokumente |
| Billing/Payment status | Rechnungs-/Zahlungsstatus |
| Medical clearance | Medizinische Freigabe |
| Book now | Jetzt buchen |
| Signed | Unterschrieben |
| Payment-open | Zahlung-offen |
| Confirmed | Bestätigt |
| x days left | x Tag(e) übrig |
| Search | Suchen |
| Planned surgeries overview | Übersicht geplante Operationen |
| Flow name | Nachsorgephase |
| Surgery date | Operationsdatum |
| Surgery Procedure | Operationstyp |
| Dependency | Abhängigkeit |
| Surgery Was… | Operation war |
| Appointment type | Termintyp |
| Appointment Type Variation | Termintyp-Variation |
| 1 week follow up | Woche Nachsorge |
| 3 month follow up | 3 Monate Nachsorge |
| 1 year follow up | 1 Jahr Nachsorge |
| Overdue | überfällig |
| Checklist due to procedure change | Checkliste aufgrund von Verfahrensänderung |
| Create appointment | Termin erstellen |
| Facility | Einrichtung |
| Person | Person |
| Next slots | Nächste Termine |
| Upcoming appointments | Kommende Termine |
| Preparation | Vorbereitung |
| Reschedule | Umplanen |
| Back | Zurück |
| General Patient information | Allgemeine Patienteninformationen |
| Edit | Bearbeiten |
| Medical and Surgery Information | Medizinische und Operationsinformationen |
| Related documents | Verwandte Dokumente |
| Patient signature needed | Unterschrift des Patienten erforderlich |
| Doctor signature needed | Unterschrift des Arztes erforderlich |
| Signed document | Signiertes Dokument |
| Appointment flow | Terminblauf |
| Flow name | Ablaufname |
| Flow type | Ablaufart |
| Assign to both organs | Auf beide Organe anwenden |
| Pre Op | Vorhuntersuchung |
| Follow up | Nachuntersuchung |
| x days after surgeries | x Tage nach der zweiten |
| First eye detected | 1. Auge entdeckt |
| Second eye detected | 2. Auge entdeckt |