Clinical Overview: Move a Patient Across Breadcrumbs

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1. You can move a patient forward through the breadcrumbs (Referral 🡪 Intake 🡪 Wait List (Program Specific Stage) 🡪 Admitted 🡪 Discharged) by clicking the blue right-arrow.
   • To move a patient backward select the blue left-arrow.
   • A patient is automatically added to the Referral stage once their chart is created.
     
     
      
   • Every time you move a patient forward or backward a screen will popup asking for the date the patient will be moved to the next stage.
2. Intake Screen
   • You can change the primary user if desired by selecting a User, selecting the Primary Therapist Role and clicking Add.
   • You can change the Program and/or Location if desired.
   • An Intake Date is required.
     
     
      
3. Admit Screen
   • You can change the primary user if desired by selecting a User, selecting the Primary Therapist Role and clicking Add.
   • You can change the Program and/or Location if desired.
   • An Intake Date is required.
     
     
   • You will see Manage TP and TP Next Due Date on the Patient’s Chart after admittance.
     
     
4. Discharge Screen
   • Complete all required fields and click Save.
   • You are asked to remove a patient from all appointments when they are discharged.
     
     
5. Bed Management Breadcrumbs
   • Bed Management Wait List Screen
     
     
      
     • You will see WAIT LIST (WAITING) on Patient’s Chart when the patient is in this stage.
       
       
        
   • Assigning the Patient a Bed- Once you select the blue arrow to admit a patient from the wait list, you will be required to assign the patient a bed if he/she is not already assigned one.
     • Select any blue box next to a bed to admit the patient to that bed in that Program.
       
       
        
   • Bed Management Admit Screen
     • Select the date the bed was offered.
     • Select the Admit Date.
     • Enter an Admit Time.
     • Select the expected Discharge Date.
       • Length of Stay will automatically calculate.
     • Enter the Discharge Time.
     • Select a Patient Status Code.
       
       
        
   • Bed Management Discharge Screen
     • Complete all required fields.
     • Click Save.
       
       
       • You are asked to remove a patient from all appointments when they are discharged.
       • Once you click Save you will receive a warning, click Yes.
         
         

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