OSCAR Schedule create new demographic in scheduling workflow

Change Description (incl. Benefits)

None

OSCAR Interaction points

None

Integration risks

None

Risks if not incorporated

None

Minimum testing requirements and process

None

Training requirements to support changes

None

Time Estimate

None

Additional Comments

OSCAR Change Request v1.2
=========================

Change Description (incl. Benefits)
-----------------------------------

Summary:
this is a create new demographic workflow improvement that allows a user to create a new demographic within the scheduling workflow if a client is not immediately found when you are trying to schedule someone. This will save users clicks when they are scheduling a client and the client is not already in hte database. It supports both the OSCAR and OSCAR/CAISI functionality workflows...

1) make this a configuration choice in facility manager, call it, scheduling create new demographic workflow as a yes no option
2) in the schedule screen, you click on the schedule time and you enter a client e.g. test, joyce
3) click on search
4) at the bottom of the search results screen have two links:
"registration intake"
"create new demographic" - make this visible only if the 'create new demographic workflow' option is set as yes (checked)
5) when you click on "create new demographic" it opens the OSCAR new demographic screen
when you click on "registration intake" it opens the registration intake in a new window
6) if you click on create new demogrpahic link and fill out the OSCAR new demographic screen, then the patient is saved to the 'holding tank' program (see program edit details, there is a holding tank checkbox there) - When you save the create new demographic screen, it refreshes the MAKE AN APPOINTMENT screen with the client that was just created selected...now you can complete making that appointment by clicking on the add appointment button etc.
7\. if you click on the registration intake link and it opens the registration intake in a new window, fill out the registration intake as per usual. When you save the registration intake, it refreshes the MAKE AN APPOINTMENT screen with the client that was just created selected...now you can complete making that appointment by clicking on the add appointment button etc.

OSCAR Interaction points
------------------------
this will be available in a major OSCAR workflow, however it will not affect users who want to continue in their old workflows, however it will provide a time saving option of starting a new demographic within the scheduling workflow

Integration risks
-----------------
none

Risk if not incorporated
------------------------
none for current OSCAR users
major new agency sees this round about way of creating a new demographic when a client does not appear in the schedule search as an unneccessary extra step and could become dissappointed with such an inefficiency as might others.

Minimum testing requirements/process
------------------------------------
1) create a new client in the scheduling workflow if the client is not in the database
2) ensure that the 'holding tank' program is set up and that clients go into the appropriate program when a new demographic is created in this workflow

Training requirements to support changes
----------------------------------------

minimal:
show users that a new demographic can be created in hte scheduling workflow. I expect that old users will immediately see the option and begin using it when they see it

Time Estimate

2-3 days of coding

priority 7 because priority CAISI agency wants this feature in next 1-2 weeks before they proceed with implementation.

Assignee

Unassigned

Reporter

Sourceforge Migration

Milestone

CAISI

Are you or your organization planning on developing this feature in the next 90 days?

None

Validated by Reporter

None

SourceForge Assigned To

annie_zhou91

SourceForge Date Created

None

SourceForge ID

680

SourceForge Reporter

tomislavsvoboda
Configure