1. Auto Discontinue February 2008

2. 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

3. Initial Auto-DC Rules

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

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

6. 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”

7. Sample Admission Rule

8. 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

9. Sample Discharge Rule

10. Sample Discharge/Death Rule

11. 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”

12. Sample Specialty Change rule

13. 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”

14. Sample Transfer rule: Ward or Division change

15. Sample Transfer Rule: On Pass

16. Editor

17. Editor (cont)

19. Auto-DC Rule Editor

20. Add/Edit a Rule

21. Inactivate a Rule

22. Activate a Rule

23. 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

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

25. Detailed Display

26. Auto-DC/Release Event Orders

28. OE/RR Patient Event file

29. Set-Up Planning

30. Auto-dc Rules Separate rules for divisions as appropriate

31. Auto-dc Rule: SPECIALTY CHANGE/PAD

32. Auto-dc Rule: Division Transfer/PAHCS From divisions

33. Auto-dc Rule: Discharge/PAD

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

35. 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

36. Questions and Discussion