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The following are checklists for preparation and configuring patient lists in the Commure Pro system. As part of the preparation, your Commure Pro representative will need to ask a series of questions and then, using the answers, work with you to determine the best way to implement patient lists. Specifically you need to work with the Commure Pro representative on the following:

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Checklist for Understanding Your Existing System

It is critical that you document how your system is set up and used. This information will determine how to configure patient lists. Use the following checklist to gain all the needed information: c Review the Patient List V2 Upgrade Reports found in the System Management tab (must be Level 1 or higher to access) and use this information to help complete the checklist.Admin - System Management - Patient List Upgrade Reports Click Print to send the information to a local printer. See Patient List Upgrade Reports for more information. c Review your Commure Pro visit types, determine what types of visits each one represents and how they are used. For the existing Commure Pro visit types, you need to determine the following:- a. When do you get a discharge date for visit types? Are they working correctly? 2. Are there visit types where discharge dates are not reliably entered or received? This information helps determine what new Commure Pro visit types may be needed, the use of InFacility for inpatient, observation, ER, and labor and delivery etc, and any auto-discharge requirements for InFacility visits.c What system relationships do you get from the ADT feed. Include a list of all system relationships. What relationships are set up as ADT auto-populate? Use this information to determine system relationship setup. c What patient and visit demographic fields do you get data for? Include the list of all display fields. Also, what fields are most used? Use this information to determine what fields to make available for display on patient lists. It also will help determine what fields to display in the default Patient List that all users will use.

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Checklist for Deciding How to Set up Patient Lists

Using the information that you determined about your existing system, you need to determine the following to set up patient lists: c Configure InFacility options for Commure Pro Visit Types.- a. Which Commure Pro Visit types are deemed InFacility?
InFacility visits are visit types where the patient is physically residing within the hospital/health center. They represent all or part of a hospital stay, which may start out as one type of visit and move or be transferred to a different visit as part of the same total visit. For example, ER, Observation, and Inpatient visits may fall into this category.
  1. Do you have Commure Pro visit types where you don’t get discharges dates, such as might be the case with emergency room visits? If yes, do you want to automatically discharge these visits if no discharge date is received? If so, after how long? c Determine which relationships should be available for filter criteria.
To reduce manual implementation work for new installs, the following relationships are selected by default for Filter Criteria when building a patient list. These are controlled by the Institution Patient List setting Available System Relationships for Patient Lists .
  • ADMITTING
  • ATTENDING
  • REFERRING
  • SCHEDULED c Determine the fields you want available for display settings.c Determine the system default display settings for all users (not just test pilot) and any possible department specific default settings if department patient list templates are needed.c Decide the permissions settings for users.c Determine your default time-based criteria (TBC) for all visits and the default filter-based criteria (FBC).
We recommend setting up all visits with appropriate TBC (that matches existing TBC in Patient List version 1), but leaving FBC to each individual user.
c Who will be the first users of patient lists?c Will you use assignment? If yes:- a. Are the list teams or people? 2. How do you populate the master assignment list?

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Creating Patient Lists for Users

  • Create a standard My Patients list for every user. See Creating, Editing, Deleting Lists.
  • If necessary, create a department for each group that is using patient lists. Each group may already be in a department, or may have previously been a provider group.
  • Determine if each group will be using the assignment workflow (and need an assignment list) or the call coverage workflow (and need a group list).
  • Create assignment and group lists as needed.
  • Favorite group lists for the entire department.
  • Create and favorite any additional lists as needed for any users and groups. Examples include Rounding Lists, Follow-Up lists, etc.
  • Emulate a user in the group to verify the correct lists are favorited, and that the lists contain the correct patients.

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Checklist for Configuring Patient Lists

Using the information from the Checklist for Understanding Your Existing System and Checklist for Deciding How to Set up Patient Lists, you are ready to begin configuring the system using the following checklist: c Set up Commure Pro visit types that you wish to use for patient lists.- a. Edit existing Commure Pro Visit Types, setting them to InFacility as appropriate. 2. Add new Commure Pro visit types. c Select system relationships.c Select field settings.c Set up the system default patient list that all users will start with.c (Optional) Set up any Department Patient List Templates.c (Optional) Validate any XML customization for use with patient lists.c Create patient lists for initial users and groups.c Configure individual users for patient lists.