Adding a case using the handheld

Note: 

You should have the POU DI - Handheld - Case role to perform this task.

  1. In the Point of Use for Department Inventory menu page, select Build Case.
  2. Tap Facility to select a facility and click OK.
  3. Tap Department to select a department and click OK.
  4. Tap Procedure to select a procedure room and click OK.
  5. Tap Add Case icon.

    Case Details screen is displayed.

  6. Tap Procedure Room to replace the displayed Procedure Room and click OK.
  7. Tap Practitioner to select a practitioner.

    For more information on finding a practitioner, see Finding a practitioner from the handheld.

  8. Specify the Case ID or leave it blank.

    If left blank, a Case ID will be generated by the system upon saving or releasing the case.

    Note: 

    The Case ID is automatically created in uppercase characters.

  9. Tap the date to open the calendar and set the date of the case.
  10. Adjust the time by using the UP and DOWN arrow. Click OK.
  11. Specify the first name, last name or ID of the patient, click the search icon.

    If there is an exact match, the details will be displayed immediately, otherwise it will display all matches.

  12. Click on the Notes icon to specify the personnel involved in the case, .

    In the Role field, specify the role of the personnel and in the Name field, specify the first name and last name of the personnel.

  13. Click Add icon or press the Enter key.
  14. To remove the personnel details, highlight your selection then click Delete.
  15. Click OK.

    The case is added to the Select Case table.