Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: link to anonymous chart relationship and addition of TOC

Relationships in IDEAS are both social and related to gamete sources.

IDEAS keeps track of eggs and sperm used in any given patient treatment cycle.

Relationships in IDEAS can indicates the patient and partner status, but also indicate the gamete providers (and surrogates/intended parents) in a treatment cycle.

All patients undergoing infertility treatments within IDEAS will have one or more associated relationship with another individual.

All relationships must be defined in the patient record so that gamete sources in treatment cycles can correctly be identified in any future treatment cycles. All relevant relationships must be recorded prior to the start of any new treatment cycle.

Table of Contents
minLevel1
maxLevel6
outlinefalse
stylenone
typelist
printabletrue

Create a relationship

To create a relationship go to;

  • patient record>demographic details>relationship tab

  • click on “New relation…”

Use the search window to identify the relevant patient record that you wish to form the relationship with (i.e. Husband, partner, same sex relationship, surrogate, or donors).

Select the patient if they are already in the IDEAS - if they are not yet in IDEAS create a new record for that partner.

Image Added
Info

Please note: If the patient has not already been entered into IDEAS then the user can add them at this time by selecting “New…”. The patient can now be created in IDEAS. There will also be an option at this time to “Copy Data from Partner” where the address details and home phone number will be copied from the partner file.

Type of Relationship

The “Relationship” window will appear displaying some basic details on the selected file.

Complete the details by specifying the Type of relationship (E.g.: Partner) and additional information can be specified such as the “From” and “To” dates and “Remarks”.

If the “To” date is specified the relationship will only be active to the date range specified, and the patient will not be able to be chosen as a gamete source in any cycle after that date.

Page Properties
id7.0.14
Info

Note - if you have IDEAS 7.0.13 or above , you will be able to choose the type option ‘other’

Image AddedImage Added

Partner Relationship

using this relationship will link two records together and they will show as linked together in the demographic slice and on the homepage.

If a patient has more than one partner please ask Mellowood for advice

Anonymous Chart Relationship

see this link for guidance on what this does Anonymous Chart Relationship Workflow

Image Added

Edit

allows the user to modify the existing relationship, such as change the type of relationship, dates and remarks.

this option should be used, and an end date added;

  • when a couple have split up

  • when a donor has been being used, but the patient has chosen a new one and this one will not be used again

Remove relation…

Note

A relationship should never be removed from the patient file unless it was created in error. The “Remove relation…” button should only be used if a relationship has been created in error, and using it instead of adding and end date can affect Electronic consent interfaces, mail merges, cycle gamete sources and many other areas of IDEAS

Go to patient

allows you to switch directly to the selected file/patient in the relationship table.

Not this will not work if the relationship has been identified as anonymous

Relationships through treatment cycles

Treatment cycles in IDEAS are stored with all relevant relationships intact. These relationships linked to treatment cycles can be viewed here

Image Added
Change History