For example:
A dermatologist may need the patient to go through a series of treatment steps to correct a skin rash. For example, the patient may first need to undergo some tests/screening and then come back for two laser treatment sessions and a follow-up. This set of services, collectively, is considered as a treatment package for the problem.
A collection of services together forms a package, referred to as the Parent Package on the Package Master screen, and each service is referred to as a Child Package.
On clicking the Package Master option on the "Configuration" screen, the Package Master search popup is shown. This popup lists only the Parent Package entries. Child Packages are not shown in this popup. The Package Master screen has two sections — Parent Package Definition and Child Package Definition.
Following are the fields in the Parent Package Definition section of the Package Master screen:
- Sr. No.: It is not mandatory to add a Serial Number. If nothing is entered in this field and the record is saved after entering all the other details, by default the Package ID from the database table is populated in this field. It is editable even after saving.
- Package Name: It refers to the name of the Parent Package. A maximum of 255 characters can be entered in this field. This is a mandatory field. It is editable even after saving.
- Code: Whenever a new Parent Package is defined, entering the Code is mandatory. Once the code is entered and the record is saved, the code is shown grayed out in the "Code" text box and is not editable after saving.
- Visit Type: Visit Type refers to the Encounter Type(s) that should be associated with the Parent Package being defined. Whenever a new Parent Package is defined, it is mandatory to define the encounter types. When the search icon associated with this field is clicked, the Encounter Type search popup is shown. It lists all the active Encounter Types defined in PrognoCIS. A maximum of two Encounter Types can be selected and associated with each Parent Package. Once the Encounter Types are entered and the record is saved, the selected Encounter Type codes are shown in the "Visit Type" text box but are grayed out.
- Description: This field refers to the description of the Parent Package. The user can directly enter the text in this text box or double-click the text box to invoke a larger text box area. A maximum of 1024 characters can be entered as the description of the Parent Package. Any content above 1024 characters is truncated.
- Active: The "Active" checkbox indicates whether the Parent Package is active or not. Only the active Parent Packages and Child Packages associated with each active Parent Package are made available for selection. By default, this checkbox is checked.
When the Parent Package is saved, rows for entering five Child Packages are displayed in the Child Package Definition section of the Package Master screen. There is no limit to the number of Child Packages that can be added to a Parent Package. However, at a time, a maximum of five Child Packages can be defined for a Parent Package. As soon as the Child Package is saved, the screen is refreshed and another five blank rows are added to the screen. For example, if details for one Child Package are entered and saved, then on refresh, the row count is 6, where 1 is the entered Child Package information and the rest of the 5 are blank rows.
Following are the fields in the Child Package Definition section of the Package Master screen:
- Sr. No.: Serial Number in the Child Package Definition section indicates the sequence in which the Child Package is shown when the end user selects the Parent Package to which the Child Package is associated. It is mandatory to add a Sr. No. It is editable even after saving.
- Package Name: It refers to the name of the Child Package. A maximum of 255 characters can be entered in this field. This is a mandatory field. It is editable even after saving.
- Description: This field refers to the description of the Child Package. The user can directly enter the text in this text box or double-click the text box to invoke a larger text box area. A maximum of 1024 characters can be entered as the description of the Child Package. Any content above 1024 characters is truncated. This is a mandatory field. It is editable even after saving. A maximum of 7000 characters can be entered as the description of the Child Package. Any content above 7000 characters is truncated. This is a mandatory field. It is editable even after saving. Basic HTML tags <BR>, <UL> </UL>, <OL> </OL>, <LI> </LI>, <TABLE> </TABLE>, <HR >, <B> </B>, <I> </I>, <H1> </H1>, <P> </P> are now allowed to be entered in the "Child Package Description" column.
- Fee Label: This field refers to the label that should be shown against the charge/fee field. A maximum of 255 characters can be entered in this field. This is a mandatory field. It is editable even after saving.
- Skip Appt: This field is used to specify whether the scheduling of an appointment against the selected service should be
skipped or should be scheduled. The options in this dropdown are "Select Provider Availability and Schedule Appointment in EMR",
"Skip Provider Availability Selection and Not Schedule Appointment in EMR",
and "Skip Provider Availability Selection but Schedule Appointment in EMR", where:
- If the Select Provider Availability and Schedule Appointment in EMR option is selected from the "Skip Appt" dropdown for a package, then if the user selects that package from the Book Appointment page, the system checks for the Provider's availability and an appointment can be scheduled for the selected package.
- If the Skip Provider Availability Selection and Not Schedule Appointment in EMR option is selected from the "Skip Appt" dropdown for a package, then if the user selects that package from the Book Appointment page, then without checking for the Provider's availability, an appointment is scheduled for the selected package.
- If the Skip Provider Availability Selection but Schedule Appointment in EMR option is selected from the "Skip Appt" dropdown for a package, then if the user selects that package from the Book Appointment page, then the system skips checking the Provider's availability but schedules an appointment for the selected package.
Note:
A workflow is implemented in the PrognoCIS Book Appointment page where a patient (new or returning) can submit their documents
without taking an appointment with a Provider. However, as per the existing functionality, it is required that an appointment is created in PrognoCIS so that
the clinic can review and accept or deny the documentation provided by the patient and further work on the next course of action.
This workflow is the Documentation Only workflow. The properties for the Documentation Only Appointment workflow are as follows:
- prognocis.exclude.textreminders.with.enctypes - used to specify the encounter types for which appointment reminder text should not be sent to the patient.
- prognocis.exclude.emailreminders.with.enctypes - used to specify the encounter types for which appointment emails should not be sent to the patient. Following are the different email templates that should be excluded from being sent to the patient: FOLLOWUP, APPTRESCH, APPTCAN, APPTTBCONF, APPTUPCOMG, PPASSAPPT, NOSHAPTATT, TELEAPPTRE, APPTJNNTF, APPTCNF, APPTCNFPM, APPTRESNTM, APPTNONTEL, APPTCHRPAY, PAT4ENCEND, PPCLAPPT
- bap.provider.4documentation.enc - used to specify the Provider or Resource under whom the system should automatically schedule the documentation appointment created from the Book Appointment page.
- bap.thankyou.message.4documentation.enc - used to specify the text to be shown on the "Thank You" page of the Book Appointment page when the appointment scheduled is for documentation only.
- Amount: It can accept 12 characters in all, including the decimal (9 numbers as integers and 2 numbers as fractions). This is a mandatory field. It is editable even after saving.
- Pay Per Visit: This checkbox is used to specify whether the payment for the selected service should be collected as an appointment is scheduled or should be collected in one go for a selected service, i.e., the Child Package. If this checkbox is checked, the user is required to make a payment for each appointment that is scheduled.
- Auto Renewal: This checkbox is used to specify whether the system should allow automatic renewal of the service, i.e., the Child Package. If this checkbox is checked, then the program stores card details (card-on-file concept). Once the package expires or the visit balance count becomes zero, the program will auto-renew the existing service, i.e., the Child Package.
- Visit Validate: This checkbox is used to specify whether the Visit Count should be validated or not. If this checkbox is checked, then the program validates the Visit counts and if it is 0, the user is required to renew the service in order to schedule further appointments.
- Visits Allowed: This field is used to specify the number of appointments that can be taken against the selected service. The default value in this field is 30. It accepts a maximum of 3 digits including a decimal.
- Valid Days: The default value is 30. It accepts a maximum of 3 digits including a decimal.
- Active: The "Active" checkbox indicates whether the Child Package is active or not. Only the active Child Packages associated with each active Parent Package are made available for selection. Inactive Child Packages are not available for selection even when the Parent Package is active. By default, this checkbox is unchecked. The user has to check it.
- Last Modified By: It shows the PrognoCIS user who last modified the row. This field is auto-populated by the system.
- Package Image: This field refers to the image that should be shown for each of the Child Packages defined. By default, when no image is present for a package, a default image is shown on the Book Appointment page's Service Selection page. Only on saving the Child Package row, the "Attach" button is made available for the saved row in the "Package Image" column. On clicking the "Attach" button, the Attach popup is invoked from which the user can browse and attach an image, which shall serve as the display image of the selected service. The file types allowed for Child Package images are: jpg, jpeg, and png. The desired image dimension is: 800x600. It is necessary to understand that if an icon-sized image or any smaller image is required, then it should be in the middle with white space surrounding it. Once an image is attached successfully, the "Attach" button changes to the "Detach" button. On clicking the "Detach" button, the attached image is removed from the package.
Note:
The special characters < , > . ? / : ; " ' + = _ - ( ) * & % $ # @ ! ~ are accepted in all the text fields on this screen.
Action Buttons:
Save Button: Click the Save button to save the details on the Package Master screen.
Reset Button: Click the Reset button to clear the unsaved details entered on the Package Master screen.