Add Memberships Individually via the Due List
From the Due List, add a new order. Enter the Panel Name/Order in the order autocomplete. Depending on how the panel is configured, users will have options to enroll in panels, which can be triggered as Entry with or without Membership, Routine with or without Membership, or Exit without Membership. Select the appropriate panel to enroll the patient in and click the submit button.
The Due List will populate with the panel representative event. Select the order/panel event in the datavis and then click the Evaluate button.
The user will see an acknowledgement that the panel was processed with membership, meaning the orders in the panel will trigger and enroll the patient in the panel.
Once the panel membership has been added and the panel evaluated, the orders will trigger and display on the Due List and the patient enrolled in the panel.
Add Memberships Individually via Panel Membership Overview Chart Tab
While working in an employee’s chart, users can add patients/employees to be a member of a panel. Making employee’s members of panels in this manual method will put them in as explicit membership and therefore membership is manually to be maintained from that point on, so please be cautious. Implicit membership rules are managed via the panel configuration and assist with automatically maintaining panel membership. To manually add membership, navigate to the employee’s chart, go to the Health Surveillance chart tab and the Panel Membership Overview subtab.
First view the current panel membership section for the employee to make sure the employee is already not a member of the panel you need to make them a member of. To add them to a panel, in the Add Panel drop-down, select the panel they need to be a member of. Then click the SUBMIT button.
It will refresh and then show that panel alphabetically as a column in the employee’s current panel membership section. If you need to add membership (for this employee chart) to other panels, you can select another panel from the add panel drop-down and click Submit. The SUBMIT button only puts the selected panel into the current panel membership section but isn’t saved, not applied as a member or anything until next steps.
When done selecting the panel(s) the employee needs added to, you then checkmark each panel the employee should be in. Check off each panel the employee should belong in. Again, indicating membership in this manual method will put them in as explicit memberships.
When you indicate an employee chart should be a member of a panel using the manual checkmark membership method from here, a CHANGE REASON box will appear.
This is where you type in the reason for changing or adding an employee to panels. The ‘change reason’ field can be configured to be a required field on a system. Nothing is saved or applied until you click the SUBMIT button at the very bottom of the screen.
Once you indicate (by checkmarking) that an employee’s chart should be a member of a panel(s) using this method, after the final SUBMIT button at the bottom of the screen is clicked, the panel’s action items are evaluated on the employee’s chart. The specific panel action items (according to criteria programmed on them) will trigger on the employee’s Due List as soon as you have made them a member of a panel(s) and clicked the final SUBMIT button. Essentially, the SUBMIT button acts as a force/evaluate panel order items all in one step. You can go the employee’s View Due List chart tab to see the action items that triggered according to the panel(s) you just manually made them a member of.
Add Memberships Individually and Manually via Panel
Users must have security access to be in the Health Surveillance Management control panel tab in order to add membership from the module. From the sidemenu tab, click the Control Panel tab. Once in the Control Panel tab, click the HEALTH SURVEILLANCE tab listed in the menu of tabs (or in your system it may be called Health Surveillance or HSP).
The listing of current Panels will display on the screen under the Panel Search fields.
Users can add individual employee’s to specific memberships if needed. Use adding memberships manually cautiously as this puts them in as “explicit” memberships into the panel(s).
To add a manual membership for an employee/patient chart to a panel, go to the Control Panel side menu tab→HSP/Health Surveillance tab→ Membership option on the specific panel.
For users utilizing the legacy version of HSP version, click the Membership link the panel’s Options Column
Click the Add Explicit Membership hyperlink at the top.
Individually add explicit members to panels manually one at a time using this screen. First select the employee chart name, then type in a reason for adding this employee to the panel, then select what type of membership it is (include or exclude) and most usually keep the trigger entry/exit actions checkmarked if you wish to trigger those as soon as you submit the screen to add the employee to this panel. Users may also add a start date, as to the entry date of the panel begins. Any panel action items will then trigger on their due list. You can add multiple charts using the employee auto-complete field to build and do more than one chart at a time for the same panel, reason and type.
Since you are manually placing an employee into a panel, this puts them in as explicit membership to that panel you are in.
Placing employees as members into a specific panel in this screen is the same as going into the employee’s Panel Membership Overview chart tab to put them into a panel. You can put employees manually individually into panel(s) using either method.
Add Membership via Employer Organization (EO)
Typically this option is used by individuals, such as Industrial Hygiene, Safety Team or HR that have been granted a limited license to perform limited tasks. These users typically are not given access to patient chart and only need access for managing membership and checking panel status information.
From the Employer Organization (EO) chart, users can access the Surveillance:Panel Membership tab. This tab will display a list of all employees and panels associated with the EO. Users can select and unselect panel membership for individual employees. Checking or Unchecking an option will prompt a Change Reason free text entry box to indicate why the individual is enrolled or unenrolled from panel membership.
Any notes put in the Change Reason box, will display in the Panel Membership Overview tab, within the employee chart, so the clinical team can reference this information added by the limited access users.
Learning Management System
To learn more about Health Surveillance Panels - Add Memberships Manually, follow the link below to the Learning Management System course: