Dev:Surgery planner
Open for planning
- 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:
- Creating a New Appointment:
- 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.
- Fields:
- Connecting with Existing Appointment:
- Load Existing Appointment: Selects a previously scheduled appointment for connecting.
- 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
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 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.
- "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)
- 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.
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:
- Editable Patient Info: The "Edit" button allows users to update patient information such as contact details and insurance information.
- 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 (TBD).
Related Documents Table:
- 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.
- 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 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 |