Use Cases Encounter Documents

Glossary

1

EMR

Electronic Medical Record

2

MRP

Most Responsible Physician

3

OMD

Ontario Medical Documentation

1. Encounter Documents

1.1 Summary

1.1.1 Business Need

Defined users:

  1. MRP doctors, residents, nurses, team assistants and other medical staff with the credentials and rights to access OSCAR web-site. General user is given administrative rights.

  2. Super User/Administrator with full rights:

  • Add/Edit/Delete

  • Reactivate account

  • Access to admin part of the OSCAR

Main purpose of Encounter Documents is:

  1. To indicate scanned in lab results as abnormal

  2. To include all OMD mandatory data elements for Attached files

  3. To add documents

  4. To view the documents in chart whether or not they have been acknowledged/ viewed by providers

  5. To create ticklers from the document

1.1.2. Description

Encounter Documents use cases are designed to identify scanned in lab results as abnormal (category AbnLab). All mandatory OMD data elements should be included in attached files (

EMR Requirements of Appendix A – EMR Specification v4.0– 2.2.1.2.10 Attached Files). Different document formats (images, PDFs, text) can be added to patient's eChart and can be viewed in the chart whether or not they have been acknowledged or viewed by the provider before. Also ticklers can be created from the documents.

1.1.3. Pre-action requirements/state:

OSCAR McMaster Test Version 12.1, system, and DB are up, and running and working as expected.

1.1.4. Post-action state:

  1. OSCAR McMaster Test Version 12.1 is running and behaving as expected.

  2. OSCAR McMaster Test Version 12.1 has all functionality prior to the change (outside of removing functionality intentionally)

1.2 Flow of Events

This section describes the main flow of the Use Case and system responses.

Display all mandatory OMD attached files data elements

Num.

Step

Description

System Response

User

1

Connect to the OSCAR main page

Launch URL: http://192.168.1.202:8080/Oscar12_1/index.jsp

OSCAR main page with the login is opened

General User

2

Log In

Enter user's valid credentials (User Name / Password/2nd Level Pass code if applicable)

By entering right credentials user is getting system verification acceptance

General User

3

Search patient's name

Access Patient Search Results page from Search Tab

Patient search results page is accessible from Search Tab

General User

4

Activate eChart module

Select E hyperlink to open eChart from the current record

eChart module is opened for the selected patient

General User

5

Access Document management system screen

Click on Documentation heading in left hand menu

Document management system page opens

General User

6

Add document

Click on Add Document hyperlink and Fill out the fields

Document is added

General User

7

Display all mandatory OMD attached files data elements

Verify that all mandatory OMD attached files data elements are populated

All mandatory OMD attached files data elements are populated

General User

1.2.1 Alternate Flows of Events

This section describes the alternative flow of events based on variations in the main Use Case scenario that still result in a Successful End Condition at completion of the Use Case.

Alternate Flow 1

Identify scanned in lab results as abnormal

Num.

Step

Description

System Response

User

 

Pre-condition

Scanned document is available to add in encounter documents

 

 

1

Connect to the OSCAR main page

Launch URL: http://192.168.1.202:8080/Oscar12_1/index.jsp

OSCAR main page with the login is opened

General User

2

Log In

Enter user's valid credentials (User Name / Password/2nd Level Pass code if applicable)

By entering right credentials user is getting system verification acceptance

General User

3

Search patient by name

Access Patient Search Results page from Search Tab

Patient search results page is accessible from Search Tab

General User

4

Activate eChart module

Select E hyperlink to open eChart from the current record

eChart module is opened for the selected patient

General User

5

Access Document management system screen

Click on Documentation heading in left hand menu on patient Demo screen

Document management system page opens

General User

6

Add Document

Add scanned document

Scanned document is added

General User

7

Identify scanned in lab document as abnormal

Verify that category/ type should be selected as AbnLab for scanned document

AbnLab type is selected if result is scanned

General User

Alternate Flow 2

Add text, image or PDF documents

Num.

Step

Description

System Response

User

 

Pre-condition

Text, image, PDF documents are available to add in Encounter documents

 

 

1

Connect to the OSCAR main page

Launch URL: http://192.168.1.202:8080/Oscar12_1/index.jsp

OSCAR main page with the login is opened

General User

2

Log In

Enter user's valid credentials (User Name / Password/2nd Level Pass code if applicable)

By entering right credentials user is getting system verification acceptance

General User

3

Search patient by name

Access Patient Search Results page from Search Tab

Patient search results page is accessible from Search Tab

General User

4

Activate eChart module

Select E hyperlink to open eChart from the current record

eChart module is opened for the selected patient

General User

5

Access Document management system screen

Click on Documentation heading in left hand menu on patient Demo screen

Document management system page opens

General User

6

Add text document

Verify that text document can be added

Text document is added

General User

7

Add image document

Verify that image document can be added

Image document is added

General User

8

Add PDF document

Verify that PDF document can be added

PDF document is added

General User

Alternate Flow 3

Ability to view not acknowledged/ acknowledged document in chart

Num.

Step

Description

System Response

User

 

Pre-condition

Inbox Lab results should match with patient's name

 

 

1

Connect to the OSCAR main page

Launch URL: http://192.168.1.202:8080/Oscar12_1/index.jsp

OSCAR main page with the login is opened

General User

2

Log In

Enter user's valid credentials (User Name / Password/2nd Level Pass code if applicable)

By entering right credentials user is getting system verification acceptance

General User

3

Search patient by name

Access Patient Search Results page from Search Tab

Patient search results page is accessible from Search Tab

General User

4

Activate eChart module

Select E hyperlink to open eChart from the current record

Echart module is opened for the selected patient

General User

5

View Document in chart

Verify that Inbox document is viewable in Documents chart on Encounter screen

Document is viewable

General User

6

Acknowledge the document  

Acknowledge the document from Inbox Lab reports page

Document is acknowledged

General User

7

View acknowledged document in chart

Verify that acknowledge document is viewable in Documents chart on Encounter screen

Acknowledged document is viewable in chart

General User

Alternate Flow 4

Create ticklers from the Documents page

Num.

Step

Description

System Response

User

 

Pre-condition

Inbox Document is assigned to a patient

 

 

1

Connect to the OSCAR main page

Launch URL: http://192.168.1.202:8080/Oscar12_1/index.jsp

OSCAR main page with the login is opened

General User

2

Log In

Enter user's valid credentials (User Name / Password/2nd Level Pass code if applicable)

By entering right credentials user is getting system verification acceptance

General User

3

Search patient by name

Access Patient Search Results page from Search Tab

Patient search results page is accessible from Search Tab by name

General User

4

Activate eChart module

Select E hyperlink to open eChart from the current record

eChart module is opened for the selected patient

General User

5

Access Document from Encounter page

Click on a document under Documents heading in left hand menu on Encounter page

Document opens in a new window

General User

6

Create tickler

Verify that tickler can be created from the document

Tickler is created and submitted

General User

1.2.2 Exception Flows of Events (Negative)

N/A