S-CHT-01 · W04 Provider/MA Visit, Encounter and Note-Taking · fit: unknown
Find and open a patient's chart
As a provider, I want to find a patient by whatever I have in hand, open their chart, and close it when I am done, so that what I read and chart is always about the patient I meant, and I can tell at a glance which patient that is.
| Persona | provider |
|---|---|
| Journey | A clinician signs on and finds a patient |
| Step | Picks the patient in Patient > Select... Task_06_PicksThePatientInPatientSele |
Scenarios
| S-CHT-01.1 | Given a patient in PATIENT (#2) with a health record number at this facility, When I search by last name, by health record number, by date of birth, or by the last four digits of the social security number (alone, or after the first letter of the last name), Then each search lists the patient with name, date of birth, sex and health record number, and never the full social security number. |
|---|---|
| S-CHT-01.2 | Given I have opened other patients' charts before, When I am on the empty search with nothing typed, Then my recent patients are listed, the most recent first, and opening one opens their chart; another user on the same workstation does not see my list. |
| S-CHT-01.3 | Given a patient with an allergy in PATIENT ALLERGIES (#120.8) and an active flag in PRF ASSIGNMENT (#26.13), When I open their chart, Then a banner shows the name together with the date of birth and the health record number, the allergy and the flag, and the patient's own navigation appears beside it. |
| S-CHT-01.4 | Given a patient whose record is marked sensitive in DG SECURITY LOG (#38.1), When I choose them from the search or my recent patients, Then I see the sensitive-record warning before any of the chart is shown, and the rules of S-REG-04 apply: accepting opens the chart and logs my access in DG SECURITY LOG (#38.1), declining opens nothing and logs nothing. |
| S-CHT-01.5 | Given a patient's chart is open, When I close the chart, or switch patient and pick another, Then the first patient's banner and navigation are gone, and either the empty search is shown or the new patient's chart opens with their own banner. |
| S-CHT-01.6 | Given a patient's chart is open, When a request names another patient, or a patient identifier that is not in PATIENT (#2), Then the screen shows the patient the request names, with nothing of the first patient on it, or says there is no such patient and opens no chart. |
| S-CHT-01.7 | Given a patient's chart is open, When I move to any screen of the chart, Then the patient bar stays in view with the patient's picture (their photo where RPMS holds one, otherwise their initials), name, age and sex, and with no patient open the same place holds the search. |
| S-CHT-01.8 | Given the patient is with me and their chart is open, When I open the verifying details from the patient bar, Then I see what confirms who is in front of me (full date of birth, health record number, address and phone, and the last four digits of the social security number only if I hold AGZVIEWSSN), they close again when I leave the bar or after a short time, and opening them is recorded in the audit trail under my name. |
| S-CHT-01.9 | Given a patient's chart is open, When I search for another patient from the patient bar, Then I can find them as in S-CHT-01.1 without first closing the chart, and opening them switches the chart as in S-CHT-01.5. |