Auto Discontinue February 2008

Auto-DC Functionality OE/RR AUTO-DC RULES file #100.6 –Create only those parameters or rules your site needs –Customize many attributes Define the business rules –All rules may specify types of orders to dc –Exceptions possible May be inactivated to turn off Audit history Rule Editor

Initial Auto-DC Rules

Define trigger event NAME, DISPLAY TEXT DIVISION EVENT, MOVEMENT TYPES EXCLUDED TREATING SPECIALTIES INCLUDED LOCATIONS, DIVISIONS EXCEPT FROM OBSERVATION INACTIVATED

Define Business Rules INCLUDED PACKAGES EXCLUDED DISPLAY GROUPS EXCLUDED ORDERABLE ITEMS DC REASON

Admission Rules Trigger event Name, Display Text Division patient will be admitted to Event = Admission Usually include all admission types Business rules Included Packages Excluded Display Groups Excluded Orderable Items DC Reason =“Admit”

Sample Admission Rule

Discharge Rules Trigger event Name, Display Text Division patient will be discharged from Event = Discharge May want separate rules for Death and all other Discharges Except from Obs Business rules Included Packages Excluded Display Groups Excluded Orderable Items DC Reason

Sample Discharge Rule

Sample Discharge/Death Rule

Specialty Change rules Trigger event Name, Display Text Division patient will be transferred to or within Event = Specialty Transfer Movement type = Provider/Specialty Change Excluded Specialties Business rules Included Packages Excluded Display Groups Excluded Orderable Items DC Reason =“Treating Specialty Change”

Sample Specialty Change rule

Ward Transfer rules Trigger event Name, Display Text Division patient will be transferred to or within Event = Transfer Movement type = Interward Transfer Included Locations, Divisions Business rules Included Packages Excluded Display Groups Excluded Orderable Items DC Reason =“Transfer”

Sample Transfer rule: Ward or Division change

Sample Transfer Rule: On Pass

Editor

Editor (cont)

Auto-DC Rule Editor

Add/Edit a Rule

Inactivate a Rule

Activate a Rule

Using MAS Rules BDGPM MOVEMENT EVENTS protocol event Activity Log maintained in the OE/RR PATIENT EVENT file #100.2 No action taken when movements are deleted, or old movements are changed Active orders are Auto-DC’d if division and movement type match an active rule, though it may be skipped if an exception matches

Troubleshooting Detailed Display Custom View/Event Released Orders Activity Log in Patient Event file #100.2 Release to Service action Copy to new order

Detailed Display

Auto-DC/Release Event Orders

OE/RR Patient Event file

Set-Up Planning

Auto-dc Rules Separate rules for divisions as appropriate

Auto-dc Rule: SPECIALTY CHANGE/PAD

Auto-dc Rule: Division Transfer/PAHCS From divisions

Auto-dc Rule: Discharge/PAD

Auto-dc Rules Leave rules you don’t need inactive

Setup Suggestions Plan your rules on paper first Build all auto-dc rules then build all release rules (or visa versa) Create separate division auto-dc and release rules as appropriate Use copy function If you never plan to auto-dc on, e.g. pass, don’t activate the pass rule

Questions and Discussion