READY TO CONFIG GAP

LOW MEDIUM HIGH

CES = Companeros En Salud

Notes: All tickets should be labelled "PIH" and "PIH-CES"

Next Steps:

Brandon working with Jorje to i.d. priorities
David & Grace - finish building the CES form as proof of concept for user testing (break down into the sections wanted) - want consult note to be changed based on MoH forms

Questions:

Localization of labels (e.g. being able to toggle from Spanish to English for volunteers who don't speak local language) - support in AMRS forms?
Call w/ Brandon +/- Mike
Try to implement whole form

About CES EMR

Also moving to cloud connection to local office server (currently doing database merging manually). (Local cloud datawarehouse)

If this + 3.x goes well, this becomes the dream site for PIH.

Functionality in PIH Mexico (CES):

Theme	Feature	3.x Status	Priority	Notes/Comments
Registration	Address Hierarchy (certain fields required) - go from country down (See how Bahmni does their Hierarchy too)	GAP	3 LOW	Update Ticket: Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.
Registration	Add Relationships	READY	4 READY
Registration	Many obs needed (e.g. Religion, Marital Status)	GAP	3 LOW Need ability to add obs to the Registration form.	Q: Should we make the whole Reg form just a form, configurable via Form Builder, that's no longer hard coded? A: Would need a lot of additional work done to Ampath Forms.
Registration	Contact Person (not a patient in the EMR)	GAP	1 HIGH	Would be "To Config" as long as there's Obs group support Unable to locate Jira server for this macro. It may be due to Application Link configuration.
Registration	Persist birthdate-estimated	READY
Registration	months estimated	GAP	3 LOW	(Registration not in scope for CES Patient Chart pilot)
Registration	Ability to hide drop down if only one option or default	GAP	3 LOW	(Registration not in scope for CES Patient Chart pilot)
Registration	Print ID Cards	GAP	3 LOW	ID cards not used at CES) (Registration not in scope for CES Patient Chart pilot)
Registration	Warning for registering patient very similar to another existing patient	GAP	3 LOW	(Registration not in scope for CES Patient Chart pilot)
Clerk Dashboard	Search for a patient is built-in to register workflow (prevent accidental duplication)	GAP	3 LOW	(Registration not in scope for CES Patient Chart pilot) This didn't always help prevent duplicated data entry at CES in the past anyway, though it would be good to have eventually.
Clerk Dashboard	Workflow for Registration clerk after Registration (e.g. take to patient Reg Dashboard or a list of recently registered patients)	TO CONFIG	3 LOW	Configurable: Just make Submit Button redirect configurable. (Super easy if not configurable already - ticket: ____ (low complextiy) Grace Potma
Clerk Dashboard	All non-clinical info	GAP	3 LOW	Way to edit individual patient details (e.g. no pencil in Details expander) - ticket: ___Grace Potma
Patient Search	Search for patients alive or dead	GAP	HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration. Search currently does not return any dead patients (even if searching by ID)
Visit Management	Auto-clean up of active visits	Happens on Server READY	4 READY	Each distro has task that runs on each server that looks for visits to close. (e.g. If 12+hrs without activity, visit is closed as of the last activity.)
Visit Management	Ability to edit visit dates Need to be able to remove End Date and extend the visit if patient accidentally got automatically ended when the patient in reality was actually admitted E.g. click here to edit this active visit: e.g. to say this actually ended at this date at this time (but we accidentally left it open)	GAP	3 LOW	Active Visit button could link to Encounters space - then in encounters widget you could edit current or past encounters - ticket: ____ Grace Potma
Visit Management	UI prevents starting another visit if there's already an active visit	GAP	3 LOW	Need both UI and actual blockage of having multiple active visits at once. (Current error message not reliable)
Visit Management	Check: How are vitals slotted into present visit? (Happening as expected?) What about edits to Care Programs, Meds, Conditions etc - is this logged against that visit? Or the encounter? Or...?	DEV CHECK	1 HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration.
Vitals	Vitals form/entry	GAP	1 HIGH	Currently not configurable. Configure to add things like Glucose etc Unable to locate Jira server for this macro. It may be due to Application Link configuration.
Vitals	Toggle between Pediatric and Adult Vitals forms	GAP	3 MEDIUM
Patient Clinical Summary/Dashboard	Recent Visits Allergies Relationships (broken down between Healthcare Providers and other relationships) programs patient attachments/documents	READY	4 READY
Patient Clinical Summary/Dashboard	obs graphs	GAP	3 MEDIUM
Patient Clinical Summary/Dashboard	recent obs	GAP	3 MEDIUM
Start Visit/Add Past visit		READY	4 READY
Consult Note	Display past vitals in note	GAP	3 LOW	Not necessary in 3.0 as users can view vital more easily anyway
Consult Note	Many Obs (free text, radio buttons, dropdowns)	READY	4 READY
Consult Note	Diagnosis entry widget agement: Auto-suggest: Action of changing between Primary vs Secondary; First Time; Confirmed vs Suspected	GAP	2 MEDIUM	Does AMPATH forms support a dx widget?
Consult Note	skip logic	READY	4 READY
Consult Note	Med orders	GAP	1 HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration. Need to be able to configure fields on order so that fewer fields are included/required.
Consult Note	print prescriptions	GAP	1 HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration.
Program enrollment	Enrollment via pt chart	READY	4 READY	via Program enrollment widget
Program enrollment	automatically based on certain answers in a form ("enroll in program" tag - when you submit the form, pt is enrolled in that program. Tag has option to display checkbox, so they'll only enroll the pt if that checkbox is checked)	GAP	3 LOW	Need to confirm program enrollment UI desired by CES team Though, CES did this because wasn't happy
Program enrollment	automatically based on completion of a certain form		3 LOW
Program enrollment	can't fill out a certain form unless already enrolled in related program	GAP	1 HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration.
paper record management	not live yet (schedule?) Informs user about where the paper record is (e.g. id of the paper record - may be multiple ids per patient because they many have different types of paper records in different documents) Sign out the paper record	GAP	5 NA	not live yet (schedule?)
merge visits		GAP	3 LOW	Need legacy UI module to be able to get into 2.x patient view and do this thing
Legacy functionality	Need a way to link to legacy functions we may not be building in 3.0 initially. (merge patients, make patient deceased etc...)	GAP	1 HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration.
merge patients	Merge patients	GAP	4 READY	Again, should be able to link to legacy version of this from 3.0
mark patient deceased	Access through General Actions:	GAP	3 LOW	Use Legacy UI?
mark patient deceased	OR in consult note; mark disposition as "Death"	GAP	3 LOW	not needed for CES
mark patient deceased	OR when you complete a program enrollment:	GAP	3 LOW	not needed for CES
mark patient deceased	Tag in Header for "Deceased"	GAP	1HIGH	Unable to locate Jira server for this macro. It may be due to Application Link configuration. Unable to locate Jira server for this macro. It may be due to Application Link configuration.