Dev:Surgery planner

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
  • Yellow Row Alert: Indicates a special note or specific time requirement (e.g., "2 weeks after last eye").
• Actions:
  • Selecting a Surgery: Clicking on a row opens details in the "Related Appointment" panel, allowing for appointment creation or modification.

Related Appointment Panel:

1. 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.
     • 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.
2. Connecting with Existing Appointment:
   • Load Existing Appointment: Selects a previously scheduled appointment for connecting (it can be any appointment).
3. 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:

1. 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.
2. Row Highlights and Alerts:
   • Red Highlight for Billing/Payment and Material Procurement Status: Signals an urgent issue, such as an open payment or a material procurement deadline. (future problem)
   • "Book Now" Button in Op-Termin Column: For unscheduled surgeries, this button allows the user to set a date and time (opens popup like on open for planning)
3. 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:

1. 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.
2. 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.
3. 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.

Tabs Navigation:

1. Open for Planning Tab: Redirects the user to the "Requested Surgeries for Planning" page.
2. Planned Surgeries Overview Tab: Redirects the user to the "Planned Surgeries Overview" page for surgery scheduling.

Search Field:

1. 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:

1. Tabs for Each Organ (OD, OS): Each eye has its own tab, showing specific encounter details (TBD).

Related Documents Table:

1. Columns and Information Displayed:
   • Document Template Name: Name of the document needed for the surgery.
   • Document Type: Type of document (e.g., consent form, pre-surgery check).
   • 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
   • Walk-Through Date: Expected date for document review.
   • Status: Shows the status of each document, including alerts if overdue.
2. 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:

1. 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:

1. Opening the Panel:
   • Action Trigger: Clicking on an entry in the Appointment Flow Table opens the Appointment Scheduling Side Panel.
2. 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 Nachsorgen
Requested Surgeries for Planning	Angefragte Operationen zur Planung
Patient	Patient
Responsible to Plan (Ordering)	Verantwortlich für Planung (Bestellung)
Surgery Template	Operationstyp
Surgeon	Chirurg
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