What is the context of the article?
In Meddbase, it is possible to create additional services which can be offered alongside appointments or charged for individually outside the context of an appointment.
Meddbase can accommodate various workflows and since different providers have different ways of providing services and different workflows apply to them, there is no right or wrong way to configure appointment types and services. Some providers only configure appointment types and no services, others configure a handful of core appointment types and configure all other services in Service Management, e.g. as Modules.
Service Management is where Modules, PACS services, Procedures, Products, Tests and Vaccinations you wish to offer, can be defined.
Modules can help you create appointments with complex requirements, multiple services and split attendees all within a single click.
What is the purpose of the article?
The purpose of this article is to explain and provide guidance on how to configure the different uses of Modules.
Basic Module Configuration
To create a module, begin by going to Admin’ > ‘Service Management’ and click ‘New’ > ‘Module’.
The module configuration page contains largely the same configuration options as with other services so configure this service as usual. Towards the bottom of the page you will find some variations such as the option to add notes for the doctor.
Associating a Module with an Appointment Type
Modules can be associated with specific appointment types. By selecting an appointment type from the drop down menu, when booking this appointment from the Slot Finder, or patients booking from the patient portal, users will be able to select the module associated with this appointment type. This is especially important when using multiple attendees.
Adding Services to a Module
To add services to a module, search for your service from the ‘Services which make up the module’ section. You can search by code or any string of letters that appears in the service name. Click search to display all services that match your search criteria then click on the service you wish to add.
Once you have added the group of services to provide with this module, you may further specify the patients who qualify for this service by selecting a specific sex or age range who may receive these services. If you add a module where the patient does not meet the requirements for a specific service, only this service will not be provided, the rest of the module will be provided as usual.
Adding Module Attendees
Modules can also be configured so that specific attendees are required for the appointment to take place, these attendees may be required at the same time, or staggered over the duration of the module.
To add attendees to your module, go to the ‘Module Attendees’ section and click ‘Add Attendee’. The next step is to select a specifier; this will be either a role group or specialism. Continue by selecting the required role or specialism, and repeat these steps as many times as required depending on the number of attendees the module needs. The primary attendee will be marked with a checkbox.
You may define the time an attendee arrives by using the ‘Start Offset’ dropdown. The length of time the clinician must attend the appointment is defined by the ‘Length’ dropdown. The sum of the times stated here override the ‘Length of time to perform the service on the patient (in mins)’.
Using the slot finder with this module applied will now only return results for times when all clinicians are available at their allotted times.
Please note: Module attendees will only be applied when booking appointments through the slot finder. Only the Primary Attendee will show in the Slot Finder. Once a slot is selected, and you go to the Booking Confirmation, will you see the other attendees that have been matched based on the criteria set.