Automation of records of patient referrals and doctor calls

Automation of records of patient referrals and doctor calls

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The configuration is intended for use in companies that provide medical services to provide primary care to insured persons in insurance companies, namely the organization of physician calls at home, the diagnosis, the delivery of medicines, the processing of sick lists. 
The configuration is intended for rendering own services on rendering consultations by regular doctors.

The configuration of will be interesting to companies where the next business organization:

For doctors fixed some areas, districts of the city, in the office there is a call-center that registers appeals of insured persons and patients. The operator registers the patient's contact information, complaints, fills in the list of services that the patient needs, such as "doctor's call". Next, the operator sends the doctor's call card to the status of "Diagnosis" and transmits the message to the doctor who supervises the patient's area of ​​residence or place of work. The doctor calls the patient back, and arranges for a visit to the patient. After the visit, the doctor calls back to the operator and informs about the established diagnosis, the services that need to be provided to the patient on his recovery, as well as the list of medications the delivery of which must be arranged. Having filled this data, the operator translates the card "Registration of a call of the doctor" in the status "Treatment". The doctor monitors the course of treatment, the operator controls the process. After completion of treatment, if necessary, a sick leave sheet is issued. The last step: the card "Registration of a doctor's call" is closed.


Basic Typical Configuration:

The basic typical configuration is "Trade Management, Edition 3", also in the role of the basic configuration there can be another typical configuration on managed forms. In our configuration, records of issued medicines are maintained, so the basic configuration should be a typical configuration where you can store inventory.


About Configuration

The main document of the configuration is the document "Doctor call card". The document has several statuses describing the stages of organizing assistance to insured persons:

  • Check in;
  • Establishing a diagnosis;
  • Treatment;
  • Closed.

At each of the statuses of the doctor's call card, the necessary data for this stage is available for editing. So for the status of "Registration" you can register data about the patient, the insurance company, the doctor in charge, the address of the call, complaints.

Functionality:

  • registration and management of doctors' calls;
  • accounting of rendered medical services ;
    maintaining data on patients and their treatment;
    medication accounting;
  • account of sick leaves;
  • keeping records with insurance companies - reports on services provided, medicines, franchises.


Video Configuration Overview "Automating the accounting of patients' appeals, physician calls, hospital"


Description of configuration in dialog configuration forms

 

1. Basic desktop. 

The main desktop contains a table with applications for a doctor's call, (Fig. 1). 


Рис.1. Рабочий стол. Заявка на вызов врача.

Fig.1. Desktop. Request to call a doctor.

In the journal, applications are highlighted in different colors depending on the status of the application. Applications have statuses:

  • Establishing a diagnosis;
  • Treatment;
  • Closed.


2.  Document "Doctor call card".

In the document "Doctor call card" data are entered: date, organization, application status, comment, responsible for the call (Fig. 2). The doctor call card has separate bookmarks:
  • Card;
  • Complaints of the patient;
  • Services;
  • Diagnoses;
  • Assignments;
  • The sick list..

On the tab "Card" data are entered: about the patient, information about the employer, insurance company and data for the doctor.

Рис.2. Документ "Карточка вызова врача" на закладке "Карточка".

Fig.2. The document "Call card of the doctor", the tab "Card".


2.1. The "Patient Complaints" tab contains information about the patient's complaints.

The list of patient complaints is the elements of the reference book "Patient's complaints", (Fig.3).

Рис.3. Документ "Карточка вызова врача" на закладке "Жалобы пациента".

Fig.3. The document "Call card of the doctor", the tab "Patient's complaints".


2.2. The "Services" tab in the document "Doctor call card".

The "Services" tab contains a table with the data on the planned services for patient treatment (Fig. 4): service, quantity, unit, price, deductible, amount, management accounting and comment.

Рис.4. Документ "Карточка вызова врача" на закладке "Услуги".

Fig.4. The document "Call card of the doctor", the tab "Services".

2.3. On the "Diagnoses" tab, a list of diagnoses is entered, and specifying diagnoses (fig.5). 

Diagnoses have the type of directory "Diagnoses". In the column "Diagnosis clarifying" selective diagnosis is selected, associated with the main diagnosis.
Рис.5. Документ "Карточка вызова врача" на закладке "Диагнозы".
Fig.5. The document "Call card of the doctor", the tab "Diagnoses".

2.4. The "Purpose" tab in the document "Call card of the doctor".

On the tab "Appointment" you enter data about the medicines that were prescribed by the doctor (Fig. 6). In the table section, enter: the nomenclature, the number of items, packaging, price, deductible, amount, management accounting and commentary. 

 Рис.6. Документ "Карточка вызова врача" на закладке "Назначение".
Fig.6. The document "Doctor call card", the "Purpose" tab.
Above the table part, the "Assignments" tab, there is a button "Medicines read", when you press the button type to green, it means that the medicines have reported. Also, the button "Application for medicines" is added, when you press the list of medicines for the application to the supplier, then when the list of nomenclature is confirmed, the document "Application for medicines" is formed (Fig. 7).
Рис.7. Документ "Заявка на медикаменты".
Fig.7. The document "Application for medicines".

2.5. The "Hospital Leaf" tab in the document "Physician Call Card".

On the "Hospital sheet" tab, the data on the sick-list are entered (Figure 8):
  • The doctor responsible for the sick leave;
  • Date of opening of the sick leave;
  • Closing date of the sick leave sheet.
Also data on the status of the sick leave:
  • Condition (Figure 9)
  • Date of state registration;
  • The date of delivery of the sick list.

Рис.8. Документ "Карточка вызова врача" на закладке "Больничный лист".
Fig.8. The document "Doctor call card" on the "Hospital sheet" tab.


Рис.9. Варианты состояния больничного листа в документе "Карточка вызова врача" на закладке "Больничный лист".
Fig.9. Variants of the status of the sick leave in the document "Call card of the doctor" on the tab "Hospital sheet".


On the basis of the document "Doctor call card" it is possible to create the following documents: an account for paying a franchise (Fig. 10), selling goods and services (Fig. 11) and an application for medicines (Fig. 8).
   Рис.10. Счет на оплату франшизы вводится на основании документа "Карточка вызова врача".
Fig.10. The document "Invoice for payment to the client", introduced on the basis of the document "Doctor call card".


Рис.11. Форма документа "Реализация товаров и услуг".
Fig.11. The form of the document "Realization of goods and services".

3. Insurance Company Report.

The document introduces the date, organization, type of nomenclature (Services, goods). The "Fill" button is added to the document. When you click on the "Fill" button, the tabular part of the "Insurance company report" is filled in through closed doctor call cards that were not included in other reports of the insurance company (Figure 12).
Рис.12. Форма документа "Отчет страховой компании".
Fig.12. Form of the document "Insurance company report".

4. Structure of reference books.

4.1. Directory "Diagnoses", where patients are diagnosed.

Directory "Diagnoses refining", subordinate to the directory "Diagnoses", where you enter refining diagnoses associated with the main diagnosis. (Fig. 13).
Рис.13. Справочник "Диагнозы".
Fig.13. Directory "Diagnoses".

4.2. Reference book "Complaints of the patient".

Рис.14. Справочник "Жалобы пациентов".
Fig.14. Reference book "Complaints of patients".

4.3. Directory "Patients".

The directory contains the name, date of birth, sex, home address, contact phone number, comment. (Fig.15).
Рис.15. Справочник "Пациенты".
Fig.15. Directory "Patients".

5. Reports.

5.1. Report "Report on hospital sheets".

The report includes data: date, patient, date of birth, age, address, call address, telephone number, insurance company, policy number, place of work, diagnosis, date of opening and closing of the hospital, responsible doctor, sick leave status, hospital delivery address, card call.
Рис.16. Отчет "Отчет по больничным листам".
Fig.16. Report "Hospital sheet report".

5.2. Report on doctor call cards. 

The report displays the following data: the date of the call, the patient, the date of birth, the address, the address of the call, the phone number, the insurance company, the policy number, the agreement, the place of work, the diagnosis, the date of opening and closing the hospital, the doctor, the list of medicines, units of measure, the number of services or medicines, the amount of services and medicines, the amount of the deductible, the amount without a deductible.  
Рис.17. "Отчет по карточкам вызовов врачей".
Fig.17. "Report on doctor's call cards".

5.3. Report "Call card: medicines".

The report displays data: date, patient, date of birth, address, call address, telephone number, insurance company, policy number, agreement, place of work, diagnosis, date of opening and closing of the hospital, doctor, medicines, unit of medicines, amount of medicines, amount medicines, the amount of the franchise.
 Рис.18. Отчет "Карточки вызова: медикаменты".
Fig.18. Report "Call cards: medicines".

5.4. Report "Medication to write-off".

The report shows data on decommissioned medications, namely: call card, nomenclature, characteristics, the number of medicines, the sale of goods, the status of the doctor's call card.
 The report "Medicines to write-off" is illustrated in Fig.
Рис.19. Отчет "Медикаменты до списания".
Fig.19. Report "Medicines before write-off".

5.5. Report "Remains and turnover of medicines".

The report includes data on remnants of medicines and their treatment, namely: organization, counterparty, nomenclature, characteristics, initial balance, medication delivery, medication consumption, final balance.
Рис.20. Отчет "Остатки и оборот медикаментов".
Fig.20. Report "Remains and turnover of medicines".

5.6. Report "Franchise".

The report shows the data on franchises for the period, namely: date, patient, nomenclature, address, telephone number, place of work, insurance company, number of nomenclature with franchise, amount of franchise, debt.

Рис.21. Отчет "Франшиза".
Fig.21. Report "Franchise".

5.7. The report "Statement on medicines in warehouses and accountable persons".

The report shows data on the balance of the nomenclature in warehouses and in the presence of accountable persons.
Рис.22. Отчет "Ведомость по медикаментам на складах и подотчетных лицах".
Fig.22. The report "Statement on medicines in warehouses and accountable persons".

5.8. The report "Number of doctor call cards for doctors".

The report displays a summary of the summaries of physician calls for doctors. At the end of the report, to derive quantitative indicators for doctors in the form of a table. (Fig. 23)
Рис.23. Отчет "Количество карточек вызовов врачей по врачам".
Fig.23. The report "Number of doctor call cards for doctors".

5.9. Report "Number of call cards of doctors by period".

The report shows a graph of the quantitative indicators of doctors' calls by periods. At the end of the report, the quantitative indicators of calls to periods in the form of a table are displayed. (Fig. 24)
Рис.24. Отчет "Количество карточек вызовов врачей за период".
Fig.24. The report "The number of doctor call cards for the period".

5.10. Report "Number of doctor call cards for insurance companies".

The report shows a diagram of the number of physician calls for insurance companies. (Fig.25)
Рис.25. Отчет "Количество карточек вызовов врачей по страховым компаниям".
Fig.25. The report "Number of doctor call cards for insurance companies".


Cost of configuration: 100,000 UAH
Cost of settings: 16000 UAH
(20 hours * 800 UAH, services for connecting the configuration, trial operation, consultation on the module).


Developer: NCT
www.nct.ua
info@nct.ua







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