6.0 Configure Procedure Pass with Rules

Question 1

What is PROCEDURE PASS?

Answer 1

Procedure Pass is a powerful tool that can help your OR reduce the number of last-minute delays and cancellations in the OR and other procedural areas.

Question 2

What the build steps for Procedure Pass?

Answer 2

1. Analyze existing pre‐surgical workflows
2. Identify needed Procedure Pass tasks
3. Identify needed Procedure Pass context rules (CER)
4. Create any tasks or rules as needed
5. Connect the records to the OR Location (EAF)
6. Update workflows as needed with new Status Board reports, Navigator sections, etc.

Question 3

What do you need to make Procedure Pass settings that should be true for all or most of your locations?

Answer 3

You configure them in EMR System Definitions (LSD).

Question 4

What are Rules (CER)?

Answer 4

Sets of logical expressions that identify if records meet or do not meet criteria that you configure.

Question 5

What is a rule context?

Answer 5

Controls where and how the rule can be used in the system. Because you opened a new rule from the Procedure Pass form, the system automatically filled in a context of Procedure Pass for your rule

Question 6

What are the components of a rule?

Answer 6

• Criterion
• Property
• Value
• Operator
• Evaluation Logic

Question 7

What is a Criterion?

Answer 7

The logical expression that is made up of the property, operator, and value and will evaluate to either true or false.

Question 8

What is a Property?

Answer 8

This will return a piece of information (value) from a record or multiple records in the system. As you build this in your rule, think of this as question you are asking, such as “What was the patient’s last OB/GYN status?”

Question 9

What kind of logic when a criterion includes more than one value?

Answer 9

They are typically connected by OR logic unless the operator specifies otherwise.

Question 10

What is an Operator?

Answer 10

This will evaluate the value returned by the property against the value set in the rule itself. Examples include equals (=), does not equal (<>), or not contain all.

Question 11

What is Evaluation Logic?

Answer 11

When there is more than one criterion, this controls how the rule evaluates across criteria.

Question 12

What does AND EVALUTION LOGIC?

Answer 12

AND means all criteria must evaluate to true for the rule to be true.

Question 13

What does OR EVALUATION LOGIC mean?

Answer 13

It means only one criterion needs to evaluate to true for the rule to evaluate to true. You can also configure custom logic for more complex scenarios.

Question 14

What do you need to test rules in the Procedure Pass context in Rule Tester?

Answer 14

You need to know the timeout (TMT) record ID associated with the patient’s Procedure Pass encounter. This type of record allows for Procedure Pass tasks to populate after the case is created but before the case is scheduled.

Question 15

What is the data structure for Procedure Pass?

Answer 15

• OpTime Location Definitions (EAF)
• Procedure Pass Task (DEF)
• Rule (CER)

Question 16

If you wanted to set up Procedure Pass the same for all locations and all patients, would you need any Procedure Pass context rules?

Answer 16

No, you only need a rule if a task should only apply to some patients.

Question 17

If you wanted to set up Procedure Pass the same for all locations and all patients, in which record would you ultimately make the settings: OpTime Location Definitions (EAF) or EMR System Definitions (LSD)?

Answer 17

You would make settings in EMR System Definitions to have them affect all locations.

Question 18

True or False: You should always create Procedure Pass tasks from scratch.

Answer 18

False, you should always use a pre‐existing task whenever possible.

Question 19

True or False: It is possible to have multiple criteria together in one rule.

Answer 19

True, rules can, and often should, have more than one criterion in order to be more specific.

Question 20

What to rules need in order for an action to be performed?

Answer 20

Rules need to be connected to other records in order for an action to be performed.