Adding a case from the desktop

Note: You should have the POU DI - Desktop - Case and POU DI - Desktop - Build Case role to perform this task.
Note: Setting a default Supply Location will set to default the Company and Facility.
  1. On the Point of Use for Department Inventory menu page, select Case > Add.

    The Build Case page is displayed.

  2. In the Company list, select the company name.
  3. In the Facility list, select the facility.
  4. In the Department list, select the department.
  5. In the Date and Time field, specify the date and time or click the calendar icon to select the date and time.
  6. In the Procedure Room list, select the room.
  7. In the Patient field, specify the first name, last name, or ID of the patient or click the search icon to find a particular patient.

    The autocomplete function shows matching entries when specifying the first name, last name, or ID of the patient. Select a patient and additional details will be displayed.

    For more information on finding a patient name, seeFinding a patient from the desktop

  8. In the Practitioner field, specify the first name, last name, or ID of the practitioner or click the search icon to find a practitioner.

    The autocomplete function shows matching entries when specifying the first name, last name or ID of the practitioner.

    For more information on finding a practitioner, seeFinding a practitioner from the desktop

  9. In the Other Personnel click Add and specify the role and the name.
  10. Click Save to save the details.
  11. In the Procedure field, specify the charge code, procedure description, or CPT code or click the search icon to find a procedure to add to a case.
    Note: The Charge Code, Procedure Description, or CPT Code will automatically be in uppercase.

    The autocomplete function shows matching entries when specifying the charge code, procedure description, or CPT code.

    For more information on finding a procedure to add to a case, see Finding a procedure from the desktop

    Note: If a procedure template exists for a procedure, the system will automatically load the procedure template that matches the procedure and the practitioner, otherwise it will load the procedure template that matches the procedure only.
    Note: To add or edit a CPT modifier, click the CPT modifier icon next to the procedure. It will display the Find CPT Modifier pop-up screen.

    CPT modifiers can still be replaced if the case is still saved.

    For more information on finding a CPT modifier to add to a procedure, see Finding a CPT modifier from the desktop.

    Note: To delete a procedure, click the delete icon.
  12. In the Item field, specify the Infor Item Number or the GTIN/HIBC number by specifying or scanning the barcode or click the search icon to find an item.

    The autocomplete function displays matching entries when typing the Infor Item Number or Description.

    Note: If the serial/lot display in case is tagged as 'yes' in the configuration settings, available serial/lot numbers associated to the selected department-location will be displayed in the lot/serial drop list field.

    If Allow Lot & Serial setting is set to 'Yes', Lot/Serial column will be split into two separate columns (Lot , Serial) , otherwise current behavior will be followed.

    In the expiration date field, specify the expiration date by manually specifying the expiration date or by scanning the barcode of the item.

    If items are identified as bone and tissue, temperature field is enabled and required for input. Specify the temperature in field by specifying it manually in the corresponding field.

    If items are identified as an implant, the Implant Type field is enabled. Select Internal or External if the Implant Type is required to be specified.

    For more information on finding an item to add to a case, see Finding an item from the desktop

    Note: To delete an item, click the delete icon next to the item.
  13. Click Save to save the case as draft or click Release to submit the case and adjust the quantity on hand of the used items.
    Note: 

    System validates expiration date values of items upon release of the case.

    To have an accurate inventory data (QOH) for the succeeding case, users may release a case without any patient information. It is important to note that billing will not be generated when a case without patient information is released

    Users may not release or save multiple cases for the same patient visit number within the same day regardless of the case status.