The Patients Tab¶

!Patients Screen Use the Patients tab to view the daily appointment schedule, open appointment details, and record dictations.

By default, this tab is named Patients. The account administrator can change this label to something more appropriate to the client.

Schedule¶

Outpatient appointments appear on the schedule based on the schedule resource code assigned to the user and appointment records. Appointments will only appear in the schedule if the client is providing eSOne a data feed. If a data feed is not provided, users can create new dictations and input a patient identifier.

The schedule displays the appointment time above each patient appointment. Each appointment includes the patient name, patient ID, and a multi-use text field, the contents of which are dependent on client setup, but often include the appointment reason or provider name. An additional custom encounter field can be added from the Settings tab.

The schedule loads the current date or the last date viewed if the prior session was not on the current date. To view the prior or next day’s schedule, press the left or right arrow buttons.

!Calendar
To navigate to a specific date, tap the date in the center of the screen to open the calendar. Choose the desired date in the displayed month, or tap the Month Year text to change the selected month and/or year. Tap the blue Month Year text again to select the date from the calendar and return to the schedule. To jump to today's date, tap the date to open the calendar view, then tap Today.

Appointment Status Icons¶

An appointment may have one of several status icons and color coding. Appointments with dictations that have finished uploading, either on the current device or a different device or app will have a blue icon and coloring. Appointments with incomplete dictations will have a yellow icon and coloring. Dictations in the process of uploading will have an orange icon and coloring.

Started Dictation
The appointment has a dictation that has been started but not yet uploaded.
Uploading Dictation
The appointment has a dictation that is currently uploading.
Upload Complete
The appointment has a recorded dictation and has been successfully sent to the transcription company.
Uploaded Elsewhere
The appointment has been recorded and uploaded from another device.
Hidden
The appointment has been hidden from the appointment list.

Note

An appointment without a dictation will not have an icon next to it.

Patient & Appointment Search¶

Patient Search If a patient or appointment is not yet on the schedule, the search will help locate and add them. Note that search results will only display if the relevant patient or appointment data has been received by eSOne.To search for and add a patient or appointment to the schedule. See Patient and Appointment Search for more details.

Incomplete Dictations¶

!Pending Dictations A reminder will be presented when navigating to the Patients tab if there is at least one started dictation 3 or more days old (based on appointment date) that has not yet been uploaded. This reminder will only be presented once per day.

Tap Ignore to continue to the schedule as normal, or tap Show to open the schedule to the date of the oldest started dictation.

Tap !Earliest Started Dictation (Earliest Started Dictation) at the top of the schedule list to open the calendar to the earliest date with a started dictation that has not yet been uploaded.

Filter and Sort Appointment List¶

!Patients Filters Tap the Filters icon !Patient Filters Icon to change the mode, filters and sorting settings. Press Done at the top of the screen to save changes.

Mode¶

If the client supports both inpatient and outpatient workflows, users can switch between them by tapping the desired mode. For more information regarding the inpatient workflow within the mobile app, please see Inpatient Workflow. The following information in this section assumes an outpatient workflow is being used.

Resources¶

Schedule resources are used to assign patient appointments or encounters to specific clinicians or groups of clinicians. If a clinician belongs to multiple resource groups they can filter their appointment list to only display the selected resources.

Sort¶

The user can change the order in which the patients/appointments appear based on the following criteria:

Appointment Time - appointments will be ordered based on the time of the appointment (earliest to latest), then alphabetically by patient first name.
Patient Full Name - appointments will be ordered alphabetically by the patients' full names (if the first names match then the middle initial and/or last names will be used to further order them).
Patient Last Name - appointments will be ordered alphabetically by the patients' last names, but will still appear in "First name Last name" format in the schedule list.
Patient First Name - appointments will be ordered alphabetically by the patients' first names.

Statuses¶

Users can minimize the number of appointments displayed on the schedule by filtering the list based on the dictation status. Statuses available for filtering are:

Dictation on other device - appointments with a dictation uploaded from a different mobile device or dictation source (InSync, InTouch, ShadowLink, etc.) or uploaded from this device but are no longer stored on this device. Dictations uploaded from other devices or apps cannot be played from this device.
Dictation uploading - appointments with an uploading dictation from this device.
Dictation completed - appointments with a completed dictation from this device.
Hidden - appointments that have been marked as hidden.

On-hold dictations cannot be filtered from the schedule.

Refresh Appointment List¶

Swipe down to refresh the appointment list. Note that this works when the view is already scrolled to the top.

Create Dictations¶

!Create New Dictation To create an ad-hoc dictation without searching for a patient or appointment, tap the Add button. Basic patient identifier information can be entered.

See Create a New Dictation for more details.