Clinical Form Action Buttons

Article author
Greg Pietras
  • Updated

What is the context?


In Meddbase a user conducting a Consultation is presented with a Clinical Form, which is a set of various types of fields, e.g., Free Text fields or Dropdown menus and more, allowing the user to capture specific information regarding their encounter with the patient.

Clinical Forms can only be accessed from a Consultation.

You can create your own bespoke Clinical Forms using the Clinical Form builder, for more guidance on this please see How to use the Clinical Form Builder.

What is the purpose of the article?


This article describes:

What is an Action Button?


An action button is an optional element that can be included on your Clinical Form based on your request and requirements.

Action Button(s) allow the Clinician (Medical Person) conducting a consultation to initiate various actions.

 

Types of actions that can initiated with Action Buttons


The actions that can be initiated with an Action Button(s) are:

Any button initiating any of the below actions can be labelled as you see fit.

Action  Description
Add Extra Services Add additional services to the current appointment.
Assign Task Assign a task to another user, linked to the patient being seen. Opens the task generation/assignment screen.
Close Case Closes the case associated with the episode being recorded. Used primarily for case referrals.
Discharge Discharges the current appointment.
Follow Up Books a follow-up appointment. Only available if the appointment originates from a referral.
Pathology Lab Request Send or print requests for pathology tests associated with the appointment.
Prescribe Opens the prescription window for clinicians to prescribe medications.
Prescribe Repeat Allows Attendees to issue a repeat prescription by selecting a previous prescription.
Print Enables Attendees to create or select a document for printing. Opens the template generation screen.
Print from Template Creates a document using a specific template and opens it for editing or printing. Requires template ID.
Refer  Initiates a new referral for the patient being seen.
Request Observation Launches a new pathology request to select tests without adding services to the appointment.
Run Triggers  Activates pathways waiting for the "appointment completed" action and displays the pathway task.
Run Triggers Async Triggers pathways waiting for the "appointment completed" action without displaying the task.
Run Triggers Async Then Discharge  Triggers pathways and discharges the appointment without displaying the task.
Run Triggers Then Discharge Activates pathways, discharges the appointment, and displays the pathway task.
Send Follow Up Request Creates a new follow-up referral from an Occupational Health referral. Only for OH appointments.
Send Follow Up Request and Discharge Creates a follow-up referral from an OH referral and discharges the appointment.
Start Pathway Allows the clinician to select and start a pathway.
Start Pathway Definition Initiates a specific pathway using a defined ID. Requires the pathway ID as a parameter.

 

 

Assign Task

Initiating this action opens the New Task window. 

[Full alt text]

 

Discharge

Initiating this action discharges the appointment (changes the appointment status to 'Discharged').

[Full alt text]

 

Follow Up

Initiating this action opens the Incoming Referral dialog window.

This action can only be initiated from Appointments that were booked from a Referral.

[Full alt text]

 

Prescribe 

Initiating this action opens the Prescription dialog window.

[Full alt text]

 

Prescribe Repeat

Initiating this action opens the Repeat Prescription window.

[Full alt text]

 

Print

Initiating this action generates a Document from a specific template

[Full alt text]

 

Print From Template

Initiating this action triggers a specific Template to generate a document and open it in a new tab for editing.

Linking this button to a particular Template requires providing the Meddbase Solution Engineer team ID for that Template. The ID can be obtained be navigating to Templates > click the relevant template > click Edit > obtain the ID from the Template URL

[Full alt text]

 

Refer

Initiating this action triggers the Referral workflow.

[Full alt text]

 

Send Follow Up Request

Initiating this action triggers the Outbound Referral workflow.

This action can only be initiated from an Appointment booked from an Occupational Health Referral.

[Full alt text]

 

Send Follow Up Request And Discharge 

Initiating this action triggers the Outbound Referral workflow and discharges the appointment. 

This action can only be initiated from an Appointment booked from an Occupational Health Referral.

[Full alt text]

 

Start Pathway 

Initiating this action opens the Pathway selection window.

Initiating this action allows utilising the Pathway system in Meddbase. Please reach out to the client Account Management Team on accountmanagement@meddbase.com to if you are interested in using Pathways in your chamber. 

[Full alt text]

 

Start Pathway Definition

Initiating this action starts a specific Pathway. 

[Full alt text]

Review date


This article was last updated on 21st November 2024.