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February 2008

Auto-DC Functionality• OE/RR AUTO-DC RULES file #100.6

– Create only those parameters or rules your site needs

– Customize many attributes• Define the business rules

– All rules may specify types of orders to dc– Exceptions possible

• May be inactivated to turn off• Audit history• Rule Editor

Initial Auto-DC Rules

Define trigger event

• NAME, DISPLAY TEXT

• DIVISION

• EVENT, MOVEMENT TYPES

• EXCLUDED TREATING SPECIALTIES

• INCLUDED LOCATIONS, DIVISIONS

• EXCEPT FROM OBSERVATION

• INACTIVATED

Define Business Rules

• INCLUDED PACKAGES

• EXCLUDED DISPLAY GROUPS

• EXCLUDED ORDERABLE ITEMS

• DC REASON

Admission Rules

Trigger event

• Name, Display Text

• Division patient will be admitted to

• Event = Admission

• Usually include all admission types

Business rules

• Included Packages

• Excluded Display Groups

• Excluded Orderable Items

• DC Reason =“Admit”

Sample Admission Rule

Discharge Rules

Trigger event• Name, Display Text• Division patient will

be discharged from• Event = Discharge• May want separate

rules for Death and all other Discharges

• Except from Obs

Business rules• Included Packages• Excluded Display

Groups• Excluded Orderable

Items• DC Reason

Sample Discharge Rule

Sample Discharge/Death Rule

Specialty Change rules

Trigger event• Name, Display Text• Division patient will be

transferred to or within• Event = Specialty

Transfer• Movement type =

Provider/Specialty Change

• Excluded Specialties

Business rules• Included Packages• Excluded Display

Groups• Excluded Orderable

Items• DC Reason =“Treating

Specialty Change”

Sample Specialty Change rule

Ward Transfer rules

Trigger event• Name, Display Text• Division patient will

be transferred to or within

• Event = Transfer• Movement type =

Interward Transfer• Included Locations,

Divisions

Business rules• Included Packages• Excluded Display

Groups• Excluded Orderable

Items• DC Reason

=“Transfer”

Sample Transfer rule: Ward or Division change

Sample Transfer Rule: On Pass

Editor

Editor (cont)

Editor (cont)

Auto-DC Rule Editor

Add/Edit a Rule

Inactivate a Rule

Activate a Rule

Using MAS Rules

• BDGPM MOVEMENT EVENTS protocol event• Activity Log maintained in the OE/RR

PATIENT EVENT file #100.2• No action taken when movements are

deleted, or old movements are changed• Active orders are Auto-DC’d if division and

movement type match an active rule, though it may be skipped if an exception matches

Troubleshooting

• Detailed Display

• Custom View/Event Released Orders

• Activity Log in Patient Event file #100.2

• Release to Service action

• Copy to new order

Detailed Display

Auto-DC/Release Event Orders

Auto-DC/Release Event Orders

OE/RR Patient Event file

Set-Up Planning

Auto-dc RulesSeparate rules for divisions as appropriate

Auto-dc Rule: SPECIALTY CHANGE/PAD

Auto-dc Rule: Division Transfer/PAHCS

From divisions

Auto-dc Rule: Discharge/PAD

Auto-dc Rules• Leave rules you don’t need inactive

Setup Suggestions

• Plan your rules on paper first

• Build all auto-dc rules then build all release rules (or visa versa)

• Create separate division auto-dc and release rules as appropriate

• Use copy function

• If you never plan to auto-dc on, e.g. pass, don’t activate the pass rule

Questions and Discussion