SAP Patient Management 4.

72

Case Revision and Creation of

Outpatient Visits with a Template

1
 Content

„ Elements of the General Case Revision

„ Reassignment of visits
„ Copying with a template
„ Customizing

© SAP AG 2004

2
 Elements of the Case Revision

„ Change of case type (no change to Release < 4.72):

‹Change of case type from inpatient Æoutpatient (cancellation of
admission, creation of new visit)
‹Change of case type from outpatient Æ inpatient
(inpatient admission added)

„ Reassignment of visits of a case:

‹To another case
‹With creation of a new case
‹With cancellation of the original
case

„ Creation of a visit with a template:

‹Within the same case
‹Within a different case
‹With creation of a new case

© SAP AG 2004

3
 Concept of the reassignment of visits

The reassignment of visits or

surgeries from one case to Patient: Harry Webster
another belonging to the same
patient, including all related
information, such as diagnoses Outpatient case: Dialysis
and services:
Outpat. Visit 05-01-04
„ Reassignment of visits supported
for all case types. Outpat. Visit 12-01-04
„ Technically speaking, the objects Outpat. Visit 19-01-04
of the original case are being
cancelled and newly created in
the target case (thus no „change
of case number“).
Inpatient case
„ It is also possible to cancel the
last visit of the original case.
Thus the original case will be Admission 22-01-04
cancelled. Outpat. Visit 26-01-04
„ All IS-H and IS-H*MED objects are
considered.

© SAP AG 2004

4
 Creating visits using a template

Create a visit / surgery with a template

Patient: Harry Webster

n Within an existing case

Outpatient case: Dialysis o To a new outpatient case

Outpat. Visit 05-01-04

Outpat. Visit 12-01-04

n
Outpat. Visit 19-01-04
o
The new visit will be created
with the current date.
New Outpatient Case
Related data, such as services
and diagnoses, will be created
using the data of the template
visit as default values.

© SAP AG 2004

5
 Preconditions and Restrictions of Case Revision

„ The case revision can only be used for cases of the same patient, within
one institution.

„ Archived cases can not be processed.

„ Objects that have been cancelled will not be regarded.

„ Once a case has been finally billed, it is not possible to:

‹add visits, remove visits, create visits with a template

„ With the case revision a specific medical case status can

be set.

„ A case revision activity can not really be reversed.

„ In the communcation, a cancellation and the creation of a new visit

are transmitted.

© SAP AG 2004

6
 Reassignment of Visits in the Case Overview

© SAP AG 2004

Procedure:

a) In the case overview (transaction code NP10), select the visit you want to reassign. If you want to
reassign this visit to an existing case, also select the target case.

b) Choose Case Overview → Case Revision → Reassign Visit.

The system sends a dialog box containing the movement to be reassigned with all dependent objects
(source case). You can execute a test run using the "Check" icon. When you choose the "Execute"
icon, the system executes the process. You can no longer cancel the process.
If an error occurs, the system outputs the corresponding message in the lower part of the dialog box
and terminates the process. This prevents inconsistent data from being recorded on the database.
Correct the cause of the error messages, and repeat the process.

c) Once reassignment has been successfully carried out, the system displays the reassigned movement
and its dependent objects in the right-hand area of the dialog box (target case). All of the objects that
the system canceled are highlighted in color in the target case. The "Back" icon returns you to the
case list. When you choose "Refresh" in the case list, the changes become visible.

7
 Principles of Reassignment

„ All objects related to a case must be reassigned successfully.

„ Case-related objects can usually be reassigned. Before the

reassignment, they can be selected in the dialog box.

„ On cancellation of the original case it is necessary

that an extended reassignment of case-related
objects takes place.

„ On creation of a new case the customising settings

are checked (e.g. multiple assignment of a case-person-
relationship).

© SAP AG 2004

8
 Consequences of reassignment on objects

No reassignment of:

„ Services that have been created through service rules and services
which have been billed

„ Case-Person-Relationship (case-related), if a relationship

already exists and if Customising does not permit multiple
assignment

„ Delivery data and case-to-case assignments, if the

original case is being cancelled

„ Medical Records

„ Insurances, except if a new case is created

„ Payment distribution and treatment certificates

„ Invoices

© SAP AG 2004

Further information on the procedure of reassignment of visits can be found in the SAP- Library under:

IS-H/IS-H*MED → IS-H → Hospital → Patient Management → General Case Processing → Case

Revision → Reassignment of visits.

9
 Principles of creating a visit with a template

„ Visits can be created by using a template for inpatient and outpatient

cases. New cases are always created as an outpatient case.

„ Movement-related and case-related objects can normally be

copied. Before the new creation, they can be selected in the
dialog box.

„ If a visit is copied within the one case, the case-related

objects will not be copied.

„ The following data will never be copied:

‹Services that have been - Treatment certificates
generated automatically - Case-to-case assignments
‹Delivery data
- Medical records
‹Bills
- Medical Case Status
‹Payment distribution

© SAP AG 2004

Further information on the procedure of creation of new visits using a template can be found in the SAP-
Library under:

IS-H/IS-H*MED → IS-H → Hospital → Patient Management → General Case Processing → Case

Revision → Creation with a template.

10
 Creating a visit using a template - example

© SAP AG 2004

Procedure:
a) In the case overview (transaction code NP10) or in the Clinical Process Builder (transaction code
NV2000), select the visit you want to use as the template for a new visit.From the case overview,
choose Goto → Outpatient Visit → Create or Create Outpatient Case, or from the Clinical Process
Builder choose Case List → Create Visit → With New Outpatient Visit or For Existing Case.
If you choose "Create" and have not selected another case as the target case, the system assigns a visit
to the same case. Otherwise, it creates the copy of the selected target case.
If you choose "Create Outpatient Case" or "For New Case", the system creates a new outpatient case
with the template of the selected visit.
b) The system sends a dialog box containing the template movement with all the dependent objects
(source case). You can execute a test run using the "Check" icon. Choosing the "Create without
Template" icon takes you directly into the Clinical Process Builder without applying the template
data. When you choose the "Execute" icon, the system executes the process. You can no longer cancel
the process.
c) If an error occurs, the system outputs the corresponding message in the lower part of the dialog box.
This message tells you which objects the system was unable to create. You have to manually post-
process these objects. Once the process has been successfully carried out, the system displays the new
movement and its dependent objects in the right-hand area of the dialog box (target case).
The "Back" icon returns you to the admission in order to check the data you have created. Note that
after the function has been executed, the data is saved on the database. It is no longer possible to
cancel the process.

11
 Authorisations for Case Revision

New authorization object N_CASE_REV

with the activities:

„ Move

„ Copy

Authorisation check depends on whether a user has been

assigned the authorization object N_CASE_REV

If YES: If NO:

no authorisation check in the the authorisation for every single

individual objects is performed object is checked, and if an error
(„regular“ checks are annulled). The is encountered, the system
system runs the entire process. terminates the process.

© SAP AG 2004

12
 Customizing activities for the case revision

Definition of new cancellation reason

„ Will be entered by system on reassignment.

„ Aim: easy way of identifying all data changed through the case revision.

„ Cancellation reason needs to have the indicators „General“ and „Movement“.

Specification of new Medical Case Status

„ Assigned by system both to the source case and the target case.

„ Aim: check of the newly created objects by the respective „person in charge“.

„ If target case is created as a new case,

the system automatically assigns the initial
status of the respective status profile.

„ Status should not have any restrictions in

activities permitted.

„ Assign status to existing status profile.

© SAP AG 2004

The new Business Add-In (BAdI) ISH_SHIFT_CUS (IS-H: Case Revision – Processing Customer-
Specific Data) is available for the two new functions in the case list "Reassign" and "Create with
Template".
This BAdI makes it possible to also process customer-specific objects.
The BAdI contains four methods, all of which you must implement to guarantee complete function
processing:
ƒ SELECT_DATA method:
• This method is used to select the customer-specific data. This data can then be transferred
into the case revision worklist.
ƒ MODIFY_DATA method:
• This method is used to process the customer-specific data that was placed in the worklist
beforehand with the SELECT_DATA method. Processing must only involve unsaved data
(no COMMIT WORK).
ƒ BUILD_TREE method:
• This method enables you to modify the structure of the tree for the source case or the target
case and to display customer-specific data.
ƒ CHECK_DATA method:
• This method is used to check the consistency of the modified data once again.

13
 Summary

„ The case revision consists of three components: change of case

type, reassignment of visits, creation of visits with a template.
„ Through the reassignment of visits, visits and all related data can be
cancelled from one case and created in a different one with the same
information contents.
„ The function „Creating a Visit with a Template“ greatly simplifies the
creation of new visits.

© SAP AG 2004

14