MTW IT Service Desk

Step

Tips/notes

Important Note

The ED Tracking Board is interactive and will update based on information inserted from the Patient Registration as well as the ED documents created and data entered.

1

Click on the ‘ED Tracking Boards’ tab

2

Choose the appropriate ED from the ‘Department’ dropdown list and select the desired ‘View’ from the dropdown list to see all admitted patients in the ED department. Other views are available for example Majors, Minors, Resus.

3

Note – The Clinical Decisions Unit (CDU), have their own tracking boards in the dropdown list

4

Sorting – By default, the ‘Location’ column header is sorted in ascending order with the indicator appearing to the right of the column name.

To sort by another column, select the desired column header and the ascending order sort is applied. Select the same column again to sort the list in descending order and the indicator changes to . However, when you log off, the sort will revert to the default sort setting.

5

Filters – Right click on a column header and select ‘Filter Column’. From the displayed filter options, select the desired checkboxes to set the filter criteria

6

User Filters – Can be combined with column filters currently applied. Select ‘Filters Applied’ or ‘User Filter Maintenance’ link to set filters.

Choose desired filter option and select ‘Apply Filter’ and Close.

Once applied, the funnel icon will show in the filtered header and the link changes to, for example,

Note – select link again to amend currently applied filters.

7

Lock Columns – Right click on a column heading and select ‘Lock Column’ so the selected column (and any columns to the left) remain visible whilst scrolling across the tracking board. To unlock the locked column, right click on the column and select ‘Unlock Column’.

8

Move Columns – If you wish to move columns around on the Tracking Board, for example moving the Status Column next to the Location Column, click on the column heading and drag it to the position you require.

Note - When you log off, the columns will revert to the default setting

9

Select patient – From the displayed list of patients, click anywhere on the row containing the desired patient. The selected patient will be highlighted in blue. The patient’s details are displayed in the patient banner. Additional icons on the toolbar and tabs will become available once a patient has been selected.

Note – Please see separate Quick Reference Guide on ‘Patient Record Overview’ for further information

10

Badges/Flags/Icons – These appear within the Patient’s row to provide visual information to staff about the patients on the ED Tracking Board

10a

Hover over the vital sign (VS) icon, to see the latest clinical observations. Abnormal observations are indicated by red arrows

For more information about the Vital Sign icons, please see separate Quick Reference Guide on ‘Adding Clinical Observations’

10b

Hover over the Lab or Rad icons to see the orders.

The status of the Lab icon on the tracking board may show multiple badges if orders have different statuses whereas the status of the Rad icon will not update as the request is processed, performed and reported.

The ‘Review All’ button will clear the Lab icon from the tracking board.

Double-click on the Lab or Rad icon to open the Orders tab for that patient.

Note – If you hover over an icon for the selected patient, the tooltip heading will be green (as above). If you hover over the icon for any other patient not selected, the tooltip heading will be red.

11

To change the patient’s location and status, double-click on the patient’s ‘Location’ field and select the appropriate location from the dropdown list.    Then double-click on the patient’s ‘Status’ field and select the relevant status from the dropdown list.

12

Quick Launch Document – Located at the bottom of the tracking board. It contains a list of common documents that can be created and continued from within the tracking board. Select the arrow on the side to choose the desired document to start.

Alternatively, right click on the patient, hover on ‘Quick Launch Documents’ and select the required document to create

Note – Additional documents not listed are available from the ‘Enter Document’ icon on the main toolbar.