Worklists are a way to manage your daily schedule - dealing with patients who have activity on the given day - currently worklists don’t manage all patients in treatment, just the ones that you need to deal with today, and so are not suitable e.g for seeing how many patients are in stimulation, how many are awaiting pregnancy tests etc. there are other tools for this.

Therefore we recommend that, although they can be very useful for large practices with large numbers of patients attending each day, they may not be particularly useful for small clinics , and may become more of an administrative burden than helpful.

As the patient location tracker allows you to track the patient’s physical journey from arrival through different locations in the clinic to their departure, the worklist feature will track the patient’s treatment journey from initial consultation through various defined points. Sometimes the patient will automatically move from one step to the next e.g. when waiting for blood results, and sometimes staff will have to manually move them .

You an also monitor patients who are not currently in a treatment cycle.

What do worklists do?

To illustrate, we describe how one might use  worklists to follow patients through stimulation.

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Depending on filters (Worklist, Status and Treating doctor), the list beside will display patients that need some follow-up.

Patients are automatically (via a background process, customizable, per clinic) added to this worklist once a task has been planned. Examples: hormonal blood tests or follicle tracking (given status: “Waiting for bloods and US”)

As results are processed, the status of the patient is updated to “Received results” (see picture).

When the user selects a patient to process (orange highlight), the right panel displays the entire history of the patient, within the worklist – not just for a single day, but over the entire stimulation.

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With the iconic buttons, the user can directly create an order, send out a portal, text or email message or a progress note.

 

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The list is updated with the new information

Linking worklists to patient files

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When double-clicking the worklist item, patient file (if not already open) displays the cycle summary folder (folder is configurable per status).

From this view the physician can update the treatment plan (step-up/step down, add more days, set trigger, etc.) and decide next steps.

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The process continues until the status is set to ‘completed’, in which case the worklist is closed.

Worklist history items are hyperlinked: Easy to get details of the previous worklist steps!

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Technical info

• Worklists are highly configurable: Type of worklists; Different statuses -- all configurable so that worklists can be used in multiple scenarios.

• When adding messages, orders and progress notes, it is possible to configure a default template for each status (e.g. nursing notes).

• User can configure whether the worklist has to load at system start, at which worklist type, and status. When users open IDEAS they immediately view their workload!

• Worklists refresh every 20 seconds.

• When selecting a worklist item, the IDEAS checks whether another user has same item open (to prevent multiple users working on the same item).

• Worklist can be tied to user rights

In both cases, Ideas will put patients on the worklist automatically as their treatments are reaching a certain event or stage. The exact logic on when a patient is placed on a worklist (in what stage and automatically moved throughout stages where applicable) can be altered on an installation basis. It operates through a SQL backend query that will be executed on regular intervals (again this is adjustable on an installation by installation basis)

Can I create my own worklists?

Other worklists can be created on an installation basis and will need some involvement of the Mellowood Medical development team to determine the workflow and how to implement the automatic generation through the backend SQL server.