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 is generated by the system upon saving or releasing the case.
  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. Leave the patient field blank or specify the first name, last name, or ID of the patient and click the search icon.
    If field was left blank, the Search Patient screen is displayed. If field contains characters and there is an exact match, the details will be displayed immediately. Otherwise, it will display all matches.
  12. To specify the personnel involve in the case, click on the Notes icon.

    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.

    A case is created and added in the Select Case table.