Difference between revisions of "Wards"

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==Overview==
Setup is found in the grey left-hand side bar. Hover over the sidebar with the cursor and the bar will expand. Select Setup to expand a drop-down list of setup pages within PTS. To choose a setup page, select its name from the list.
Nearly every type of prescription is assigned a ward at booking in. Users on the ward - such as nurses - are typically given a read-only view of the system based exclusively on their assigned ward, which they can use to monitor the progress of their prescriptions.
Nearly every type of prescription is assigned a ward at booking in. Users on the ward - such as nurses - are typically given a read-only view of the system based exclusively on their assigned ward, which they can use to monitor the progress of their prescriptions.


When possible your list of wards will be imported into the system by your PTS technician during initial installation.
When possible your list of wards will be imported into the system by your PTS technician during initial installation.


==Adding new ward==
=Accessing the setup page=
[[File:SidebarSetup.png|x225px|thumb|The PTS sidebar with Setup selected.]]
Like many of the different PTS utilities, setup is found in the left-hand side bar.
 
Hover over the sidebar with the mouse cursor and the side bar will expand. Select Setup to reveal a drop-down list of the various setup pages you have permission to access.
 
To choose a setup page click on its name in the list to be taken to the setup page.
 
PTS 5 is the most user configurable version of our Prescription Tracking System to date. As a result parts of this Wiki assumes that the reader has permission to access the elements of the system in question. If you don't see specific items and utilities where they are supposed to be you may not have permission to access them.
 
=Adding new ward=
To create a new ward access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Ward button.
To create a new ward access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Ward button.
[[File:NewWard.png|300px|thumb|You'll be asked to fill in a few details about the ward before getting to the ward popup.]]
[[File:NewWard.png|300px|thumb|You'll be asked to fill in a few details about the ward before getting to the ward popup.]]
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Click OK when you're done. The process then continues in the ward popup. If you chose to create a ward user it will now be available in the users setup page.
Click OK when you're done. The process then continues in the ward popup. If you chose to create a ward user it will now be available in the users setup page.


==Editing existing wards==
=Editing existing wards=
To edit an existing ward, select the ward you wish to amend by clicking on its entry in the list to load the ward popup (note clicking the tickbox has another dedicated function).
To edit an existing ward, select the ward you wish to amend by clicking on its entry in the list to load the ward popup (note clicking the tickbox has another dedicated function).


==Ward popup==
=Ward popup=
===Ward details tab===
The ward popup appears after adding a new ward, or clicking on a ward in the list to edit it.
 
Enter the following information and click the Save button to finish creating or editing the ward. Some fields may be optional.
==Ward details tab==
[[File:WardDetails.png|300px|thumb|The ward details tab.]]
[[File:WardDetails.png|300px|thumb|The ward details tab.]]
<ul>
<ul>
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<li><strong>Discharge lounge?</strong><br/>
<li><strong>Discharge lounge?</strong><br/>
You can create a discharge lounge by creating it as a ward here and enabling this option. Users that have the permission to "move" prescriptions will have the ability to move a prescription from its current ward to a discharge lounge.</li>
You can create a discharge lounge by creating it as a ward here and enabling this option. Users that have the permission to "move" prescriptions will have the ability to move a prescription from its current ward to a discharge lounge.</li>
<li><strong>Using CD Key Handovers?</strong><br/>
Specifies whether the ward records key handovers in the [[CD Register]].
<li><strong>EPrescribing ID</strong><br/>
<li><strong>EPrescribing ID</strong><br/>
This will be used by TMSi and Trust IT when implementing an e-prescribing solution. This is the ward identifier used by the third party e-prescribing system.</li>
If you have e-prescribing configured you can map the wards to an EPMA ward ID here. This tells PTS which ward to book in the EPMA order to.</li>
</ul>
</ul>
===Dispensaries tab===
 
==Dispensaries tab==
Here you can specify the dispensaries that serve the ward. This prevents the ward from appearing on other dispensaries booking in screens. Use the Plus button to add a dispensary to the list.
Here you can specify the dispensaries that serve the ward. This prevents the ward from appearing on other dispensaries booking in screens. Use the Plus button to add a dispensary to the list.


===Ward groups tab===
==Ward groups tab==
By allocating the ward to a ward group you can organise it together with other wards that are related in one way or another, such as grouping them together by hospital wing. First and foremost ward groups are just another way to customise user views and reports, but crucially they also
By allocating the ward to a ward group you can organise it together with other wards that are related in one way or another, such as grouping them together by hospital wing. First and foremost ward groups are just another way to customise user views and reports, but crucially they can also be used to streamline the collection procedure. By scanning a "ward group collection code" it's possible to collect not only a whole ward's prescriptions, but the prescriptions for the entire ward group using just a single barcode. This can be useful to line up the PTS collection procedure with how your collections are already carried out.
 
This is relevant when recording collection with barcode scanners but is not related to the dedicated PTS delivery mobile app, where prescriptions/groups are controlled using touch inputs.
 
Click on the Plus button to select from the list of ward groups that have been created on the ward groups setup page. You can assign wards to multiple ward groups.
 
To remove a previously added ward group from the list, click the Delete button (this does not delete the ward group from the system, it just removes it from this list).
 
==Drugs tab==
The drugs tab allows you to specify which drugs the ward can and can't receive. This can be used, for example, to limit the drugs that a [[Ward Ordering|ward can order]]. See the [[Prescription_Types#Demographic_options_tab|prescription type]] page for information on how to configure prescription types to defer to this drug list.
 
This facility depends on the [[Drugs]] setup page being populated. It is not used by the [[CD Register]].
 
To add a drug, click on the Plus button, then either select the drug from the dropdown list or start typing the name of the drug in the search field. Crucially, for the sake of speeding this process up, there is also an option to copy the drug list setup of another ward.
 
==Users tab==
This section allows you to define which non-pharmacy users have access to the ward.
 
Click on the Plus button to select from the list of users that have been created on the users setup page. You can assign users to multiple wards.
 
To remove a previously added user from the list, click the Delete button (this does not delete the user from the system, it just removes them from this list).
==Bags tab==
This section allows you to define which bags are used by the ward.
 
Click on the Plus button to select from the list of bags that have been created on the bags setup page.
 
To remove a previously added bag from the list, click the Delete button (this does not delete the bag from the system, it just removes them from this list).
 
=Actions menu=
Select wards by ticking the tick box to the left of the row and the Actions Menu will slide in from the right-hand side of the webpage. You can select multiple wards at once.
 
The most common action here will be to print barcodes.
 
==Print barcodes==
Click on the Print Barcodes button and the available printers will be listed, along with the option to print a QR code for use exclusively with 2D barcode readers.
 
Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer.
 
===Available barcodes===
<ul>
<li><strong>Ward collection</strong><br/>
Will collect any waiting for collection prescriptions in the ward. This is <strong>not</strong> the barcode used to <strong>authorise</strong> a collection within the mobile app; those are printed from the Users setup screen.</li>
<li><strong>Ward delivery</strong><br/>
Will deliver any waiting for delivery prescriptions in the ward. This is <strong>not</strong> the barcode used to <strong>authorise</strong> a delivery within the mobile app; those are printed from the Users setup screen.</li>
<li><strong>Change ward</strong><br/>
Changes the assigned ward of a prescription to the selected ward.</li>
</ul>
 
==Allocate to ward groups==
Same facility as the ward groups tab.
 
==Allocate to dispensaries==
Same facility as the dispensaries tab.
 
==Show CD Register==
Access the optional CD register component for the selected wards.

Latest revision as of 11:06, 25 October 2023

Nearly every type of prescription is assigned a ward at booking in. Users on the ward - such as nurses - are typically given a read-only view of the system based exclusively on their assigned ward, which they can use to monitor the progress of their prescriptions.

When possible your list of wards will be imported into the system by your PTS technician during initial installation.

Accessing the setup page

The PTS sidebar with Setup selected.

Like many of the different PTS utilities, setup is found in the left-hand side bar.

Hover over the sidebar with the mouse cursor and the side bar will expand. Select Setup to reveal a drop-down list of the various setup pages you have permission to access.

To choose a setup page click on its name in the list to be taken to the setup page.

PTS 5 is the most user configurable version of our Prescription Tracking System to date. As a result parts of this Wiki assumes that the reader has permission to access the elements of the system in question. If you don't see specific items and utilities where they are supposed to be you may not have permission to access them.

Adding new ward

To create a new ward access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Ward button.

You'll be asked to fill in a few details about the ward before getting to the ward popup.

Unlike most of the other setup pages you will be asked for a few details before you can create the ward:

  • Name
    The name of the ward.
  • Dispensaries that will serve this ward
    From the drop down list of available dispensaries click on the ones that can serve this ward. If you select more than one dispensary you'll also be asked to specify which one is the default.
  • Create user?
    Enable this to create an associated generic ward user account for this ward. This is a popular option; the alternative is to create individual PTS accounts for everybody on the ward.
  • Template
    The role, or template for the new user account. Select the appropriate role from the drop down list e.g. Ward Staff.
  • Password
    Set a password for the ward user. This can be changed later if required.

Click OK when you're done. The process then continues in the ward popup. If you chose to create a ward user it will now be available in the users setup page.

Editing existing wards

To edit an existing ward, select the ward you wish to amend by clicking on its entry in the list to load the ward popup (note clicking the tickbox has another dedicated function).

Ward popup

The ward popup appears after adding a new ward, or clicking on a ward in the list to edit it.

Enter the following information and click the Save button to finish creating or editing the ward. Some fields may be optional.

Ward details tab

The ward details tab.
  • Description
    The name of the ward.
  • Open?
    Whether the ward is open. A closed ward will not be available to select on the booking in screen.
  • Discharge lounge?
    You can create a discharge lounge by creating it as a ward here and enabling this option. Users that have the permission to "move" prescriptions will have the ability to move a prescription from its current ward to a discharge lounge.
  • Using CD Key Handovers?
    Specifies whether the ward records key handovers in the CD Register.
  • EPrescribing ID
    If you have e-prescribing configured you can map the wards to an EPMA ward ID here. This tells PTS which ward to book in the EPMA order to.

Dispensaries tab

Here you can specify the dispensaries that serve the ward. This prevents the ward from appearing on other dispensaries booking in screens. Use the Plus button to add a dispensary to the list.

Ward groups tab

By allocating the ward to a ward group you can organise it together with other wards that are related in one way or another, such as grouping them together by hospital wing. First and foremost ward groups are just another way to customise user views and reports, but crucially they can also be used to streamline the collection procedure. By scanning a "ward group collection code" it's possible to collect not only a whole ward's prescriptions, but the prescriptions for the entire ward group using just a single barcode. This can be useful to line up the PTS collection procedure with how your collections are already carried out.

This is relevant when recording collection with barcode scanners but is not related to the dedicated PTS delivery mobile app, where prescriptions/groups are controlled using touch inputs.

Click on the Plus button to select from the list of ward groups that have been created on the ward groups setup page. You can assign wards to multiple ward groups.

To remove a previously added ward group from the list, click the Delete button (this does not delete the ward group from the system, it just removes it from this list).

Drugs tab

The drugs tab allows you to specify which drugs the ward can and can't receive. This can be used, for example, to limit the drugs that a ward can order. See the prescription type page for information on how to configure prescription types to defer to this drug list.

This facility depends on the Drugs setup page being populated. It is not used by the CD Register.

To add a drug, click on the Plus button, then either select the drug from the dropdown list or start typing the name of the drug in the search field. Crucially, for the sake of speeding this process up, there is also an option to copy the drug list setup of another ward.

Users tab

This section allows you to define which non-pharmacy users have access to the ward.

Click on the Plus button to select from the list of users that have been created on the users setup page. You can assign users to multiple wards.

To remove a previously added user from the list, click the Delete button (this does not delete the user from the system, it just removes them from this list).

Bags tab

This section allows you to define which bags are used by the ward.

Click on the Plus button to select from the list of bags that have been created on the bags setup page.

To remove a previously added bag from the list, click the Delete button (this does not delete the bag from the system, it just removes them from this list).

Actions menu

Select wards by ticking the tick box to the left of the row and the Actions Menu will slide in from the right-hand side of the webpage. You can select multiple wards at once.

The most common action here will be to print barcodes.

Print barcodes

Click on the Print Barcodes button and the available printers will be listed, along with the option to print a QR code for use exclusively with 2D barcode readers.

Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer.

Available barcodes

  • Ward collection
    Will collect any waiting for collection prescriptions in the ward. This is not the barcode used to authorise a collection within the mobile app; those are printed from the Users setup screen.
  • Ward delivery
    Will deliver any waiting for delivery prescriptions in the ward. This is not the barcode used to authorise a delivery within the mobile app; those are printed from the Users setup screen.
  • Change ward
    Changes the assigned ward of a prescription to the selected ward.

Allocate to ward groups

Same facility as the ward groups tab.

Allocate to dispensaries

Same facility as the dispensaries tab.

Show CD Register

Access the optional CD register component for the selected wards.