Using the 'Provide Services Rule' - An example scenario

Article author
Dan Jordan
  • Updated

What is the Context of this Article?


Once the Provide Services Rule has been configured there are lots of ways it can be used to make services available under different conditions.

 

What is the Purpose of this Article?


To provide a practical example of how a set of Provide Services Rules on a Chargeband can work to make specific services available when booking an appointment.

 

1 - A pre-requisite set of 'Provide Services Rules' configured on a Chargeband


Let's say that a Chargeband has been configured to include a Price List and several Provide Services Rules have been configured to provide services based on Role. In this case, Roles would have been configured and clinicians assigned to those roles. 

An illustration of this example configuration is set out below:

1. A Price List with

1.1 The Provide services with prices? unticked

1.2 A range of services with prices applied

Price_list_configured_with_the_Provide_services_with_prices_checkbox_unticked

2. A 'Provide services rule A - Clincians' with

2.1 A Provide Services When... setting where the Primary Clinician/Role is set as Clinician

2.2 A ticked list of services relevant for this rule (which is a subset of the services on the Price List)

Provide services rule for role of clinician

3. A 'Provide services rule B - OH Practitioners' with

3.1 A Provide Services When... setting where the Primary Clinician/Role is set as OH Practitioner

3.2 A ticked list of services relevant for this rule (which is a subset of the services on the Price List)

Provide services rule for role of OH Practitioner

4. A 'Provide services rule C - Physiotherapist' with

4.1 A Provide Services When... setting where the Primary Clinician/Role is set as Physiotherapist

4.2 A ticked list of services relevant for this rule (which is a subset of the services on the Price List)

Provide services rule for role of Physiotherapist

 

2 - A booking for a patient on the designated Chargeband that follow the 'Provide Services Rule'


With this configuration in place, bookings on this Chargeband will restrict the services that can be delivered by a clinician/practitioner according to the role they have.

Example A - Booking a 'Doctor Consultation', restricted to the role of Clinician


In the scenario:

1. Where

1.1 The Patient is on the Chargeband where 'Provide Service' rules have been configured

1.2 A specific clinician Samuel Johnson been added to the role of Clinician

1.3 The role of Clinician can provide the service Doctor Consultations (as configured in the Provide Services Rule applied for the Chargeband)

2. When

2.1 The user books an appointment (via clinician slot finder)

2.2 And the user chooses Doctor Consultations

3. Then

3.1 Slots are presents for the clinician Samuel Johnson who has been added to the role of Clinician

Appointment_search_for_doctor_consultation_showing_slots_for_clinician_belonging_to_required_role

 

Example B - Booking an 'Occupational Health screening', restricted to the role of OH Practitioner


In the scenario

1. Where

1.1 The Patient is on the Chargeband where 'Provide Service' rules have been configured

1.2 A specific clinician Virginia Woolf been added to the role of OH Practitioner

1.3 The role of OH Practitioner can provide the service Occupational Health Screening (as configured in the Provide Services Rule applied for the Chargeband)

2. When

2.1 The user books an appointment (via clinician slot finder)

2.2 And the user chooses Occupational Health Screening

3. Then

3.1 Slots are presents for the clinician Virginia Woolf who has been added to the role of OH Practitioner

Appointment_search_for_OH_Screening_showing_slots_for_clinician_belonging_to_required_OH_Practitioner_role

 

Example C - Booking an 'Physiotherapy - Intial Consultation', restricted to the role of Physiotherapist


In the scenario

1. Where

1.1 The Patient is on the Chargeband where 'Provide Service' rules have been configured

1.2 A specific clinician Wallace Stevens been added to the role of Physiotherapist

1.3 The role of Physiotherapist can provide the service Physiotherapy - Initial Consultation (as configured in the Provide Services Rule applied for the Chargeband)

2. When

2.1 The user books an appointment (via clinician slot finder)

2.2 And the user chooses Physiotherapy - Initial Consultation

3. Then

3.1 Slots are presents for the clinician Wallace Stevens who has been added to the role of Physiotherapist

Appointment search for Physio initial consult showing slots for clinician belonging to required Physio role

 

Review date


This article was last updated on 6 October 2021 in the context of Meddbase version 1.246.0.34215